We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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92 snips
Jun 25, 2025 • 55min

BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)

In this discussion, Joe Burnett and Chris Nicholson, both analysts at Unchained, delve into Bitcoin's transformative influence on corporate treasuries and asset valuation. They explore the limitations of traditional financial models when applied to Bitcoin, advocating for new frameworks that factor in the cryptocurrency's unique volatility. The duo debates the relevance of Internal Rate of Return in a Bitcoin-centric world and shares insights from the STRIVE report, all while challenging listeners to rethink risk and investment strategies in this evolving landscape.
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174 snips
Jun 22, 2025 • 2h 9min

RWH058: Winning Ways w/ Bill Nygren

In a riveting conversation, Bill Nygren, Chief Investment Officer at Harris Associates, shares his insights on value investing with a remarkable track record overseeing $25 billion. He discusses how a contrarian approach along with disciplined focus on valuation set him apart. Bill reveals his strategies for success, including the three qualities he looks for in companies and a unique 'Mistake Management Protocol.' He offers invaluable advice on balancing personal health and family life while striving for greatness in the competitive world of investing.
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166 snips
Jun 20, 2025 • 1h 12min

TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik

Joseph Shaposhnik, manager of the newly launched Rainwater Equity ETF, shares his insights on investing in businesses with recurring revenue. He discusses lessons learned from his day with Peter Lynch and critiques the broken active management industry. Joseph emphasizes the advantages of ETFs over mutual funds and explains why recurring revenue is crucial for stability and growth. He also reveals his top stock pick for the next 20 years and discusses his fascination with the aerospace aftermarket industry.
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101 snips
Jun 18, 2025 • 1h 16min

BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast)

Seb Bunney, author of The Hidden Cost of Money, dives into the emotional and societal impacts of fiat currency. He discusses how Bitcoin redefines our values, connecting it to personal identity and psychological growth. Bunney examines the emotional toll of economic instability and how traditional money can fuel fear and disconnect. He highlights how adopting Bitcoin promotes long-term thinking and authenticity, while also exploring its potential to foster creative expression and community values in a chaotic financial landscape.
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162 snips
Jun 15, 2025 • 2h 17min

TIP730: Richer, Wiser, Happier, Q2 2025

Join Stig and William as they explore the quest for a richer, wiser, and happier life. Discover the significance of aligning daily routines with personal values, blending structure with spontaneity, and the transformative power of genuine connections. They emphasize the beauty of simplicity, the importance of adaptability in facing challenges, and how emotional awareness can enhance personal growth. Through engaging anecdotes, they also reflect on the joy of unexpected opportunities and the essential balance between work and personal fulfillment.
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112 snips
Jun 13, 2025 • 1h 4min

TIP729: Mastering the Capital Cycle

Discover the fascinating dynamics of the capital cycle and how it influences boom and bust in industries. Learn why understanding supply can be more crucial than predicting demand. Explore how excess investment can harm future returns and why disciplined capital allocation is key for top management. Delve into the impact of low interest rates and how they distort market efficiency. Finally, uncover the importance of flexible thinking and mean reversion in successful long-term investing.
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103 snips
Jun 11, 2025 • 1h 6min

BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast)

Michael Schmid, a Bitcoin expert who focuses on innovative mining solutions and advises firms in the industry, dives into the essentials of Bitcoin. He discusses digital scarcity and its role in combating government currency manipulation. The conversation highlights the mechanics of block creation, the importance of mining incentives, and the advantages of self-custody. Schmid also explains the security model against hacks and the distinctions between running a node and mining, alongside innovations from the 256 Foundation that promote open-source mining solutions.
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82 snips
Jun 8, 2025 • 1h 51min

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

Hari Ramachandra and Tobias Carlisle join the discussion, providing sharp insights into their chosen stocks. Hari is enthusiastic about fintech giants Block and Adyen, emphasizing their growth potential and competitive strategies. He delves into valuation concerns and market disruptions. Meanwhile, Tobias shines a light on Devon Energy, arguing it stands to benefit from the oil sector's volatility, though he cautions about its debt level. They explore the challenges and future growth in both fintech and energy, all while fostering meaningful investment community connections.
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65 snips
Jun 6, 2025 • 1h 6min

TIP727: 7 Powers by Hamilton Helmer

Discover the intriguing framework of 'Seven Powers' that identifies crucial competitive advantages for businesses. Explore the power of scale economies and the unbeatable network effects that keep customers loyal. Learn why counter-positioning is a game changer and how switching costs effectively lock customers in. Delve into brand equity and the emotional connections that drive premium pricing. Finally, examine case studies, including Netflix's strategic evolution, to understand how companies create and sustain their 'moat' in the competitive landscape.
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47 snips
Jun 4, 2025 • 57min

BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast)

Garrett Johnston, a 25-year insurance industry veteran at Marsh, explores the transformative potential of Bitcoin in insurance. He argues that Bitcoin, rather than crypto, should be the focal point for innovation in the sector. Key topics include the evolving risk profiles of digital assets and why Bitcoin enhances returns in institutional portfolios. Johnston highlights regulatory hurdles and the need for state-by-state education. He also discusses current gaps in coverage for Bitcoin-native businesses and the emerging role of AI in risk management.

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