We Study Billionaires - The Investor’s Podcast Network

Peter Keefe, a seasoned investor with over three decades of experience, shares his wisdom in this insightful conversation. He highlights the importance of timeless investing principles and discusses his admiration for companies like Microsoft and Markel. Keefe warns against the pitfalls of selling stocks too early and emphasizes the need for humility and a commitment to serving others in money management. Additionally, he draws intriguing lessons from apex predators that can apply to the investment landscape.

Christian Billinger, chairman of Billinger Förvaltnings AB, delves into his quality investing philosophy rooted in long-term returns. He stresses the importance of evaluating management integrity and reinvestment rates, and discusses why having 'soul in the game' is crucial. Christian highlights his preference for family-owned public equities to minimize risk and shares insights from working with institutional investors. Additionally, he explores the investment dynamics of the spirits industry and contrasts the philosophies of Berkshire Hathaway and Markel. Tune in for a wealth of knowledge!

In this discussion, Allen Farrington, an author and critical thinker, dives deep into the flaws of traditional economic theories and their application to Bitcoin. He explores the metaphor of Mixed Martial Arts to critique outdated financial concepts like the Efficient Market Hypothesis. Farrington challenges the validity of GDP as an economic measure and promotes a bottom-up approach to capitalism that prioritizes human values. He also highlights Bitcoin's potential to reshape financial systems and argues for a reevaluation of ownership and value in modern economics.

Arnold Van den Berg, an inspiring investor and Holocaust survivor, shares his remarkable journey from adversity to success. The hosts dive into the importance of emotional intelligence, offering strategies to manage negative emotions and cultivate kindness. They discuss the power of humility and a truth-seeking mindset in investing and life. Personal anecdotes highlight how small acts of kindness can create significant change and foster deeper connections, showcasing the transformative influence of compassion in our lives.

Shane Parrish, founder of the Farnam Street blog and host of The Knowledge Project podcast, chats about his bestselling book on clear thinking. He distinguishes between high-quality and low-quality information, emphasizing that many decisions are clouded by ego and emotion. Shane provides tools to enhance decision-making and highlights the importance of environment in achieving better outcomes. He challenges societal norms about fulfillment, urging listeners to focus on internal happiness rather than external measures of success. Insights from life experiences further illuminate what truly matters.

Daniel Hinton and Steve Jeffress, co-discoverers of a novel method to derive Bitcoin prices using blockchain data, dive into the fascinating world of financial oracles. They explain how these oracles seamlessly integrate real-world data into decentralized systems, making Bitcoin pricing more reliable. The duo shares insights on Unspent Transaction Outputs (UTXOs) and reveal intriguing patterns in Bitcoin transactions. They also discuss the future implications of their discoveries and how they could reshape the understanding of Bitcoin's value.

Dive into the intriguing world of investing blunders as renowned investors share their hardest lessons. Discover how Benjamin Graham lost big during the Great Depression and why Jesse Livermore warns against overconfidence. Explore the dramatic fall of Long-Term Capital Management and the peril of stepping outside one's expertise, highlighted by Michael Steinhardt and Warren Buffett's mistakes. Learn about the dark side of concentrated investments and the emotional rollercoaster that comes with navigating unpredictable markets.

Dr. Peter St. Onge, a Fellow at the Mises Institute and macroeconomics expert, joins the discussion to reveal how today's inflation mirrors issues faced by the Roman Empire. He critiques current economic policies, explores the landscape of China's economy, and shares insights on Bitcoin's potential as a modern monetary solution. The conversation dives into currency devaluation, government overspending, and the lessons to be learned from historical empires, highlighting the comparative resilience of Bitcoin against fiat currency in turbulent times.

Daniel Pronk and Jake Ruth, co-founders of Stock Unlock, share their wisdom on stock investing. They discuss critical lessons for beginners, emphasizing the importance of understanding compounding and maintaining emotional discipline. The duo also highlights common mistakes new investors make and stresses why investing in profitable companies is crucial. Listeners learn about the traits of successful investors, and the unique tools Stock Unlock provides to simplify investment analysis, making the stock market more accessible for everyone.

In this discussion, Guy Swann, an authority on AI and Bitcoin, shares intriguing insights on how AI can decentralize technology and finance. They explore the complex relationship between AI models and data, emphasizing the importance of quality over quantity. Swann highlights the necessity for immediate settlement in AI applications and discusses the implications of AI on identity verification. The conversation also touches on the evolving landscape of digital communications and the potential for specialized AI to revolutionize various sectors.