We Study Billionaires - The Investor’s Podcast Network

CJ Konstantinos, the founder of People's Reserve, dives into innovative Bitcoin-backed financial products, including self-repaying mortgages. He shares his personal journey into Bitcoin and highlights how these loans can revolutionize real estate lending. The conversation touches on the challenges of navigating regulations and how Bitcoin can serve as the internet economy's reserve asset. Additionally, CJ discusses the transformative potential of Bitcoin bonds and the future with traditional banking as cryptocurrency becomes mainstream.

Terry Smith, a British investing titan and manager of the Fundsmith Equity Fund, shares his remarkable journey from poverty to becoming a billionaire. He discusses his knack for spotting great businesses, revealing why many of his favorites are over a century old. Smith candidly critiques sectors like tech, expressing skepticism about Tesla while praising Microsoft's business model. He explains the importance of understanding economic realities in investing and shares lessons learned from Sir John Templeton, all while emphasizing resilience in the face of professional challenges.

Lawrence Cunningham, a renowned author and Director at the University of Delaware's Weinberg Center for Corporate Governance, dives into the essence of trust in organizational cultures. He shares insights on how Warren Buffett has cultivated trust at Berkshire Hathaway, revealing key traits of successful organizations. The discussion highlights the critical role of board governance, the consequences of trust breaches, exemplified by David Sokol, and the significance of adaptability in quality investing. Cunningham's perspective offers a fresh look at building robust, innovative corporate ecosystems.

Luke Gromen, a repeat guest and macroeconomics expert, dives into the transformative potential of Bitcoin's Lightning Network. He discusses Tether's game-changing integration of USDT via the Taproot Asset Protocol, which could disrupt traditional finance systems. The conversation reveals how this innovation reduces transaction costs and challenges banks, Visa, and Mastercard. Gromen also explores the implications of Bitcoin-backed tokenization and how financial institutions may need to adapt to stay competitive in this evolving landscape.

Tobias Carlisle, a value investor and founder of Acquirers Funds, discusses his bullish stance on VeriSign, emphasizing its stable revenue despite competitive pressures. Shawn O'Malley analyzes Ulta Beauty's market strategies, highlighting its appeal to younger consumers amidst competition from brands like Sephora. Meanwhile, Stig Brodersen presents LIFCO as a serial acquirer with a promising outlook, but warns of its high valuation. The trio dives into the complexities of investing, advocating for meticulous stock selection and market understanding.

Dive into the fascinating world of Tencent, a Chinese tech titan often overshadowed by its Western counterparts. Discover how WeChat evolved into a super-app with over a billion users and explore Tencent's strategic investments in global giants like Tesla and Spotify. Learn about the leadership insights of Pony Ma and how Tencent navigates complex regulatory challenges in China. Finally, uncover Tencent's dominance in the gaming industry and its ambitious ventures into AI and cloud services—truly a tale of relentless innovation and growth!

Lawrence Lepard, a sound money advocate and author of "The Big Print," explores the flaws of today's financial systems and the role of Bitcoin as a potential solution. He discusses the hidden costs of inflation and advocates for sound money principles to combat societal inequality. Lepard also highlights historical lessons about fiat currency failures and the moral imperative of decentralization. His vision promotes a future where thoughtful monetary changes can drive a more equitable society.

Discover the fascinating scuttlebutt method for evaluating investments, popularized by Philip Fisher and Warren Buffett. Learn how gathering insights from customers, employees, and industry specialists can shape your understanding of a business's potential. The podcast emphasizes the importance of asking the right questions and the power of self-reflection in refining decision-making. Engaging in effective networking and sharing personal experiences enriches the scuttlebutt approach, ultimately leading to better investment strategies and returns.

Discover the secrets behind venture capital's success through the lens of The Power Law. Learn how a few standout companies drive massive returns, with insights into the importance of backing unconventional founders. Explore the fascinating history of leading firms like Sequoia Capital and their game-changing investments. Understand why early-stage companies often delay going public and how this shift empowers founders. Plus, gain valuable lessons for spotting disruption and recognizing the potential of emerging innovators.

Adam Haynes, an expert in Bitcoin mining from SimpleMining.io, shares his deep knowledge about the essentials of Bitcoin mining. He tackles the fascinating effects of hashrate growth on security and profitability, and dives into how renewable and nuclear energy play crucial roles in the mining process. Haynes also discusses the potential challenges posed by quantum computing for Bitcoin's security. Finally, he presents strategies for engaging new adopters and weighs the pros and cons of mining versus purchasing Bitcoin.