We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
299 snips
Aug 17, 2025 • 2h 9min

RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert Hagstrom

In this engaging conversation, Robert Hagstrom, Chief Investment Officer at Equity Compass and author of 'The Warren Buffett Way', shares invaluable investment wisdom from legends like Buffett, Munger, and Bill Miller. He discusses the strategic brilliance of focused, low-turnover portfolios and the common mistakes investors make, especially Buffett's. Robert reveals his biggest holding—Nvidia—and explains why AI struggles with market nuances. Plus, he reflects on the life lessons learned from Buffett and the unique challenges of investing in private equity.
undefined
117 snips
Aug 15, 2025 • 1h 1min

TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck

Discover the fascinating evolution of Amazon as it transforms from a low-margin online retailer to a high-margin tech platform. The discussion highlights how Big Tech, particularly Amazon, may be undervalued amidst rising market volatility. Explore the three megatrends that position Amazon for future growth and gain insights into its diverse business segments: Retail, AWS, Advertising, and Prime. Uncover Amazon's unique competitive advantages and culture of reinvention that fuels its ongoing success.
undefined
87 snips
Aug 13, 2025 • 42min

BTC247: Bitcoin's evolution with Traditional Finance w/ Jon Melton (Bitcoin Podcast)

In this engaging discussion, Jon Melton shares his journey from 13 years in currency markets at Morgan Stanley to his current role at Unchained, focusing on Bitcoin-backed loans. He reveals how Wences Casares influenced his Bitcoin conviction and delves into Silvergate Bank's innovative approach to cryptocurrency banking. The conversation covers the importance of over-collateralization in Bitcoin lending, the risks of rehypothecation, and how Bitcoin loans may soon integrate with real estate. Jon explains why he remains optimistic about Bitcoin's future in finance.
undefined
285 snips
Aug 10, 2025 • 1h 3min

TIP744: Hidden Monopolies w/ Kyle Grieve

Kyle Grieve dives into the significance of customer loyalty as a competitive edge for businesses. He outlines five types of loyalty moats and introduces the Moat Strength Index, a game-changing tool for investors. The discussion emphasizes why traditional metrics fall short and how strong customer connections can lower acquisition costs. Grieve also examines ecosystem moats and the barriers that foster customer loyalty, highlighting how these concepts can dictate long-term business success in a rapidly evolving market.
undefined
67 snips
Aug 8, 2025 • 59min

TIP743: Should Value Investors Own Index Funds?

Discover how John Bogle revolutionized investing with his philosophy on low-cost index funds, making investing accessible to millions. Learn why most active mutual funds struggle to beat the S&P 500 and how fees can silently chip away at your gains. Explore the ease of holding index funds during market downturns, making them a reliable option for investors. The discussion also touches on future market returns and why simple strategies often outperform complex ones.
undefined
91 snips
Aug 6, 2025 • 1h 9min

BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast)

Becca Rubenfeld and Rob Hamilton, co-founders of AnchorWatch, delve into the groundbreaking intersection of Bitcoin and insurance. They discuss how innovative custody solutions like multisig security and time-locked vaults can secure Bitcoin assets. The conversation highlights the increasing institutional interest in crypto, revealing how traditional banks are adapting. They also explore the potential for insured yield products and the transformative impact of Bitcoin on asset protection, inheritance planning, and lending strategies.
undefined
88 snips
Aug 3, 2025 • 1h 25min

TIP742: Invest like a Business Owner w/ David Fagan

David Fagan, a seasoned entrepreneur and investor, joins to share his unique insights on the synergy between business ownership and public market investing. He discusses how business owners often excel as investors due to their firsthand experience with risks and capital allocation. Fagan highlights the importance of daily habits like exercise and reading in maintaining focus and purpose. He also delves into the implications of financial independence, addressing how it influences relationships and personal fulfillment, and offers advice on the intricacies of going into business with friends.
undefined
48 snips
Aug 1, 2025 • 1h 14min

TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley

Shawn O'Malley, co-host of The Intrinsic Value Podcast, dives into the fascinating transformations of Reddit and Uber. He explains how Reddit evolved from an unprofitable tech IPO to a cash flow positive powerhouse while facing unique advertising challenges. O'Malley shares insights on Uber's strategic positioning in the market, including its billion-dollar advertising business and potential advantages in the shift towards autonomous vehicles. With a keen focus on intrinsic value, this chat unpacks investment opportunities that shouldn't be missed!
undefined
83 snips
Jul 30, 2025 • 59min

BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley

Jesse Myers, an investor in the Bitcoin space with a focus on SmarterWeb's strategy, teams up with Andrew Webley, CEO of Smarter Web Company, a leading Bitcoin treasury firm in the UK. They dive into the key metric of MNAV for valuing Bitcoin treasury firms. The duo discusses Smarter Web's innovative transition amid rising UK competition and explores the benefits and risks of investing in Bitcoin treasury companies compared to direct Bitcoin investments. Their insights highlight the evolving dynamics of capital markets and financial innovation.
undefined
357 snips
Jul 27, 2025 • 1h 7min

TIP740: The Great Mental Models Part 1

Discover the power of mental models and how they can sharpen your decision-making in life and investing. Learn about crucial concepts like first-principles thinking and second-order thinking, which help you analyze situations deeply. Explore the importance of knowing your circle of competence and using thought experiments to forecast business outcomes. Understand probabilistic thinking to navigate uncertainties and enhance your quality of thinking by focusing on simple solutions instead of complex problems.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app