We Study Billionaires - The Investor’s Podcast Network

Explore the essential traits of high-quality investing with insights on identifying the best businesses. Discover why barriers to entry matter and how competition can hinder success. Delve into the importance of management integrity and insider ownership in determining stock value. Learn about the significance of investing with a long-term perspective and the need for psychological resilience during market downturns. The discussion offers valuable lessons for building wealth through careful stock selection.

In this discussion, Jamie Catherwood, a Client Portfolio Specialist at O'Shaughnessy Asset Management and creator of the blog Investor Amnesia, shares insights on market forecasting and the psychological biases affecting investors. He emphasizes skepticism toward market predictions and discusses the 2023 AI craze's implications. Jamie also explores potential future interest rate trends and historical patterns of debt restructuring, shedding light on how information access has evolved market efficiency. His unique perspective makes for an engaging listen!

Miljan Braticevic, a skilled developer from Primal, discusses the groundbreaking Nostr protocol that champions free speech while integrating cryptocurrency functionalities. The conversation highlights Nostr's innovative approach to decentralized social media, tackling censorship, and the unique 'Zap' feature that enhances content publishing. Braticevic also shares insights into Primal's user-centric wallet, its seamless onboarding experience, and the potential pitfalls of content moderation in open networks, emphasizing a future where financial transactions and free expression coexist.

Rick Rieder, Chief Investment Officer at BlackRock, oversees a staggering $2.6 trillion in global assets. In an insightful discussion, he shares lessons learned from a disastrous investment early on and reveals the critical importance of leverage, liquidity, and cash flow. He distinguishes between meaningful and meaningless news, appreciates the challenges of bull markets, and talks about the current economic outlook. Rieder also explores ways to capitalize on high bond yields while maintaining a work-life balance, showcasing his remarkable dedication and resilience.

Scott Phillips, Principal and Chief Investment Officer at Templeton and Phillips Capital Management, shares insights shaped by his connection to Sir John Templeton, a legendary investor. He discusses investing during max pessimism and the vital lessons learned from the Great Depression. Scott emphasizes the significance of contrarian strategies, diversification away from the dollar, and areas of undervalued assets. He also touches on instilling financial values in children and the optimistic outlook for future investing amidst challenges.

In this engaging conversation, Bitcoin Mechanic, an expert in Bitcoin mining, shares his insights on Ocean's innovative mining pool model. He discusses the need for decentralization to combat current centralization trends and emphasizes the significance of transparent block templates. The risks of transaction censorship are explored, along with Ocean's unique non-custodial payment system. Mechanic also highlights the potential of the upcoming proof of work marketplace and the future of Bitcoin mining and network security.

Discover the enigmatic life of Elon Musk through insights from his biography. Unearth the pivotal moments that shaped his journey, from his early days in South Africa to his dominance in tech and space. Learn about his innovative strategies at Tesla and SpaceX, navigating financial crises, and his relentless pursuit of excellence. Explore his ambitious vision for Twitter and the blend of chaos and innovation that defines his leadership style. Delve into his family's influence and groundbreaking advancements in AI and robotics.

Join Seb Bunney, author of "The Hidden Cost of Money," as he unpacks the hidden societal impacts of our monetary systems. He delves into historical interventions that shaped today's finance and the hidden costs of monetary policies, including their effects on purchasing power and social cohesion. Bunney also discusses the 'Four Stages of Economic Ruin' and connects economic instability to mental health issues, urging a shift toward more sustainable practices for a better future.

In this heartfelt tribute, Mohnish Pabrai, a hedge fund manager and mentee of Charlie Munger, alongside Tom Gaynor, CEO of Markel Corporation, and Chris Davis, of Davis Advisors, share personal stories and insights about the investing legend. They explore Munger's unique reading habits, the significance of trust in relationships, and the invaluable lessons he imparted on overcoming mistakes. The conversation delves into Munger's complex character, revealing his blend of toughness and sensitivity, while emphasizing the importance of integrity and collaboration in achieving success.

In a discussion with Andrew Brenton, CEO and co-founder of Turtle Creek Asset Management, listeners learn about the firm's impressive 20% annual return since 1998. Andrew explains how his background in private markets shaped his public investing strategy. He shares insights into Turtle Creek’s focus on mid-cap companies, the risks of overpaying, and their unique approach to value investing. Case studies, such as Automation Tooling Systems, highlight their disciplined portfolio management and commitment to continuous improvement.