We Study Billionaires - The Investor’s Podcast Network

In a compelling discussion, Pierre Rochard, Vice President of Riot Platforms and a Bitcoin mining expert, highlights the national security implications of Bitcoin and the ongoing Texas draft bill intended to limit mining. He shares his insights from testifying at the Texas Congress, emphasizing Bitcoin's economic benefits for local communities. The conversation also delves into concerns over Central Bank Digital Currencies (CBDCs) and the fight for states' rights, along with the importance of effective legislation to support Bitcoin's strategic role in energy management.

Daniel Gallancy, CEO of Atakama, a pioneering cybersecurity firm, discusses the evolution of capital markets and the rise of equity crowdfunding, which democratizes investment access for individuals. He highlights the substantial growth of venture capital, compares its returns to public markets, and describes how regulations like the JOBS Act open new avenues for investors. Gallancy also explains how Atakama utilizes equity crowdfunding to expand its innovative encryption technologies aimed at safeguarding data, showcasing the opportunities available for everyday investors.

Tom Gayner, CEO of Markel Corporation, shares his wisdom on long-term investing and personal fulfillment. He discusses how he started his retirement account at just 14 and learned the importance of compounding from his grandmother. Tom emphasizes steady progress over quick gains, the value of joy in work, and the significance of writing down one’s principles. He highlights the need for authentic relationships in both life and investing, using insights from investing legends like Charlie Munger and anecdotes about humor in business to illustrate his points.

Trey interviews Andrew Wilkinson, a self-made billionaire and co-founder of Tiny, known for acquiring and scaling tech companies. They discuss innovative strategies for navigating market disruptions and personal growth through self-care. Andrew reveals insights from his partnerships with investing icons like Bill Ackman and Howard Marks. The conversation also covers his unique perspectives on parenting and fostering a love for investing in children, as well as setting 'anti-goals' to prioritize personal well-being and success.

Alfonso Peccatiello, aka Macro Alf, is a macroeconomic expert who unpacks the tumultuous state of the global banking system. He discusses the implications of immediate withdrawals on bank reserves and explores rising inflation and bond yield puzzles. The conversation turns to the increasing shift towards Bitcoin and gold by non-NATO countries, highlighting vulnerabilities in the U.S. dollar's dominance. Peccatiello also assesses the risks in real estate and the potential for a recession, advocating for informed investment strategies amidst current economic turmoil.

In this conversation, Shawn O'Malley, chief editor and writer of a daily financial markets newsletter, shares his insights on the recent banking crisis. He discusses the fallout from bank failures like Silicon Valley Bank and Credit Suisse's emergency sale. Shawn explains how rising interest rates have shaken investor confidence and outlines the Federal Reserve's efforts to stabilize the situation. He also offers strategies for navigating current market volatility and finding security in investments such as money market funds.

Explore the intriguing relationship between wealth and happiness for billionaires. Discover the importance of aligning values with investment choices and the ethical considerations that can lead to true fulfillment. Reflect on lessons from investment legends like Ray Dalio and Charlie Munger. Learn how pain and reflection can foster personal growth, while the right partnerships can build trust in finance. Finally, delve into the psychology of investment decisions and the emotional factors that influence success.

Ian Formigle, Chief Investment Officer at Crowdstreet and a commercial real estate expert, discusses the current landscape of office and retail markets. He shares insights on how rising interest rates and bank failures impact investment strategies. Formigle highlights the multifamily sector as a promising opportunity and emphasizes the challenges posed by capital calls. He also predicts the future of office spaces, considering post-pandemic recovery and changing market dynamics, offering valuable guidance for investors navigating these turbulent times.

In this engaging discussion, Matthew Pines, a global macro and security intelligence thinker, shares his insights on the geopolitical landscape and its effects on market conditions. He delves into China's market manipulations and Japan's pivotal role in global interest rates. Their conversation highlights the complexities of central bank digital currencies versus private stable coins, and how the U.S. Treasury may pivot towards private issuers. Pines also sheds light on the intricate ties between geopolitical issues and cryptocurrency, emphasizing the emerging importance of Bitcoin.

Explore the virtues of philanthropy and the power of simplicity in life and investing. Delve into the secrets of achieving financial independence through the lens of Charlie Munger. Understand the importance of delayed gratification and mindful spending for long-term success. Learn how an investment checklist can help avoid common pitfalls and enhance decision-making. Reflect on contentment beyond external validation and how our eating habits can connect to investment behaviors.