We Study Billionaires - The Investor’s Podcast Network

Dylan LeClair, lead writer and researcher at Bitcoin Magazine Pro, dives into the fascinating intersection of AI, on-chain analytics, and the Bitcoin market. He shares his insights on the recent surge in Bitcoin prices and the strategies of long-term holders. Dylan discusses the impact of macroeconomic factors on the crypto landscape, highlighting upcoming challenges for Binance and the importance of self-custody. He also touches on labor market dynamics post-COVID and the implications of Bitcoin's market cycles, making complex topics accessible and entertaining.

In this engaging discussion, Jason Karp, a former hedge fund manager turned health and wellness advocate, shares his journey from financial success to personal fulfillment. He candidly reveals how his obsession with productivity led to severe health issues and a mental breakdown. Jason discusses his transformation, emphasizing the importance of diet, emotional well-being, and the benefits of confusing the body with varied stressors. He highlights the joy found in investing in health-focused companies and redefines success as a balance between wealth, health, and meaningful relationships.

Dive into long-term value investing as experts explore the significance of investing in high-quality businesses with lasting potential. Discover why Gautam Baid believes the longevity of growth trumps its rate, and why he's bullish on the Indian market. Learn strategies to capitalize on market inefficiencies and the importance of portfolio management and capital preservation. This insightful conversation emphasizes patience, strategic allocation, and the art of concentrated investing for sustainable wealth creation.

David Bailey, an entrepreneur and founder of a Bitcoin media company known for the Bitcoin Miami Conference, joins for a compelling discussion. He delves into the complexities of the GBTC Bitcoin Trust and shares insights on its recent challenges. The conversation also explores the potential of Central Bank Digital Currencies and how they might reshape finance. Bailey reflects on his journey building a major Bitcoin event amid the pandemic and emphasizes the importance of community resilience in facing market volatility.

Samantha McLemore, founder of Patient Capital Management and the successor of investing legend Bill Miller, shares her journey from a dog bite insurance settlement sparking her interest in finance to co-managing a top-performing mutual fund. She discusses the unique opportunities that arise during market chaos, her investment philosophy on Bitcoin despite skepticism, and the essential traits she looks for in early-stage companies. Samantha emphasizes the importance of valuation and maintaining a long-term perspective while navigating the investment landscape.

This week, Trey Lockerbie talks with Howard Marks, an investing legend and founder of Oaktree Capital. Howard shares his insights on the current Sea Change in financial markets, marking a pivotal shift in his 50-year career. He delves into how AI and Bitcoin are reshaping investment strategies and discusses the impact of a moderate interest rate environment on global debt. His reflections on Japan's economy and adapting to evolving market conditions offer listeners valuable perspectives on risk management and investment philosophy.

In this discussion, James Lavish, a seasoned fixed income investor and Bitcoin educator, shares his insights on the current macroeconomic climate and its implications for Bitcoin. He highlights the divergent dynamics of US and European credit markets and analyzes how central banking actions fail to dampen Bitcoin's resilience. James also addresses potential sell-off scenarios reminiscent of March 2020 and offers portfolio strategies for Baby Boomers, suggesting Bitcoin as a valuable digital asset amidst economic uncertainty.

Discover how journaling can enhance your investment journey by promoting self-reflection. Delve into the crucial role incentives play in shaping managerial decisions and their long-term impact on returns. Learn why understanding intrinsic value is key to avoiding common traps in value investing. Explore the untapped potential of spinoffs, and hear success stories that illustrate strategic investment in cyclical industries. Gain insights into navigating market inefficiencies for optimal returns while respecting the wisdom of market pricing.

In this engaging discussion, Chris Mayer, author of "100 Baggers" and portfolio manager at Woodlock House Family Capital, shares his expertise on identifying stocks that can appreciate 100-fold. He outlines the key traits of successful companies, the significance of management ownership, and his preference for a concentrated portfolio of high-quality stocks. Mayer emphasizes that stocks serve as a strong hedge against chaos and evaluates the powerful model of Constellation Software, revealing insights that could transform your investment strategy.

Trey Lockerbie chats with Jeremy Grantham, a legendary investor famed for his accurate market predictions. They dive into the recent bank failures and the Federal Reserve's policies, analyzing the historical patterns of bear markets. Grantham critiques corporate practices like stock buybacks, emphasizing the economic inequality they foster. The duo considers the dominance of giants like Apple and Microsoft, warns about climate change and declining birth rates, and highlights the promising potential of early-stage research companies in sustainability.