We Study Billionaires - The Investor’s Podcast Network

Brian Feroldi, a skilled content creator and writer for the Motley Fool, dives into the valuation mindset spectrum and its implications for investors. He shares insights on the evolution of value investing, contrasting it with growth strategies. The podcast highlights key valuation methods for various growth stages, along with lessons learned from market volatility in 2022. Feroldi discusses stock-based compensation and evaluates companies like NVIDIA and MercadoLibre, shedding light on the importance of tailored investment strategies and long-term thinking.

In this discussion, Scott Lindberg, founder of Free Market Kids, dives into the fascinating world of game theory as it applies to Bitcoin. He explains the crucial differences between infinite and finite games, revealing how Satoshi Nakamoto's design considerations foster balance in the network. Scott shares insights on creating educational games that teach Bitcoin mechanics, while exploring the impact of volatility on game strategies. This engaging talk highlights the intersection of play, strategy, and finance, making complex concepts accessible to all.

Arnold Van Den Berg, a renowned investor and Holocaust survivor, shares his incredible journey from poverty to prosperity. He recounts how he overcame feelings of worthlessness and depression through self-hypnosis and positive thinking techniques. Arnold discusses the importance of kindness, personal growth, and nurturing one's health. He emphasizes that true happiness comes from helping others and developing positive habits. Through his story, he offers inspiring tools and principles that empower listeners to transform their lives.

In this chat, Gautam Baid, best-selling author and Managing Partner of Stellar Wealth Partners India Fund, shares his inspiring journey from Kolkata to Wall Street. He discusses the passion that drives his lifelong learning and the significance of investing in high-quality businesses. Baid highlights why India's economic rise presents lucrative opportunities for investors and emphasizes the importance of resilience and informed decision-making in investment strategies. His insights into innovative fee structures and the benefits of continuous learning make for a compelling discussion.

In a thought-provoking discussion, John Dennehy, a member of the My First Bitcoin nonprofit, shares insights on empowering communities through Bitcoin education. He details the transformative 10-week course designed to educate locals in El Salvador on Bitcoin fundamentals and financial independence. Dennehy explores the evolution of money, the advantages of decentralized systems over traditional banking, and the inspiring student responses following the program. His passion for spreading Bitcoin knowledge reinforces the importance of financial literacy in today's world.

Dan Rasmussen, Founder and Portfolio Manager of Verdad, shares his contrarian perspective on Japan's undervalued stock market. He argues that Japanese equities present some of the best valuations globally, contrasting them with overvalued US stocks. The discussion includes Japan's recent economic evolution, the impact of yield curve control, and how rising interest rates are shaping corporate earnings. Rasmussen also touches on financial literacy and emerging technologies, urging investors to reconsider opportunities beyond conventional markets.

In this discussion, Charles Clinton, co-founder and CEO of EquityMultiple, dives into the ever-evolving commercial real estate landscape. He sheds light on the impact of interest rate hikes on property prices and shares insights into niche markets like self-storage and car washes that EquityMultiple is exploring. Clinton also discusses the challenges facing traditional office spaces and the future of residential real estate. With a focus on maximizing investment potential amidst a changing market, this conversation is a goldmine for real estate enthusiasts.

Jason Maier, author of "A Progressive Case for Bitcoin," joins to debunk Bitcoin myths with data-driven insights. He discusses the surprising environmental benefits of Bitcoin mining and its potential to address systemic wealth inequality. Maier draws parallels between Bitcoin and movements like Occupy Wall Street, emphasizing its role in empowering disenfranchised communities. He argues that Bitcoin could promote accountability in governance and reduce the prevalence of war, highlighting the need for bipartisan support for its growth.

Pico Iyer, a celebrated author of 15 books and 4 TED Talks, shares his profound insights on living a fulfilling life shaped by simplicity and mindfulness. He discusses why he opts for a minimalistic lifestyle in Japan and forgoes technology, emphasizing the luxury of slowing down. Iyer offers advice to young people about crafting a meaningful existence, embraces the impermanence of life after losing everything in a wildfire, and reflects on valuable lessons from friendships with influential figures like the Dalai Lama and Leonard Cohen.

Ian Cassel, a full-time microcap investor and CIO of Intelligent Fanatics Capital Management, shares his insights on navigating the microcap landscape. He discusses the transformative role of mentors in his journey and the key traits that make certain investments like 'lightning in a bottle.' Ian reveals unconventional methods for business analysis and the importance of ongoing due diligence. He also emphasizes the necessity of identifying resilient companies that can thrive in any market and shares effective strategies for sourcing new investment ideas.