We Study Billionaires - The Investor’s Podcast Network

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.

In this engaging discussion, Guy Spier, a renowned hedge fund manager and author of 'The Education of a Value Investor,' shares insights from his successful investment journey. He addresses the systemic risks posed by geopolitical tensions like the war in Ukraine and explains how emotional equilibrium aids his investment decisions. Spier elaborates on the importance of internally funded growth and the dangers of relying on external capital, while emphasizing the psychological effects of market volatility and the need for a disciplined approach to investing.

In this engaging discussion, Kristof Gleich, President and CIO of Harbor Capital, brings a wealth of experience from Goldman Sachs and JP Morgan. He shares insights on what distinguishes top money managers and the surging popularity of active ETFs. The conversation delves into behavior analytics in investment decisions and the importance of manager selection amid market volatility. Gleich also recounts valuable life lessons from his time with investment legend Bill Gross, highlighting the blend of intuition and analysis essential for successful investing.

Steven McClurg, CIO at Valkyrie and a macroeconomics expert, shares insights on the recent bank failures and their repercussions on the economy and Bitcoin. He discusses the Federal Reserve's current considerations and how distinct these recent failures are compared to past crises. The conversation explores the potential impacts of Wall Street's actions on Bitcoin on-ramps and raises questions about the future of Bitcoin ETFs and the effect of paper Bitcoin on the market. McClurg's analysis offers a unique perspective on navigating the evolving financial landscape.

Discover the art of lifelong learning and why curiosity is essential for personal growth. Explore the power of mental models and first principles for making better decisions. Learn how the Feynman Technique can enhance your understanding of complex subjects. Successful investors often credit their behavioral edge and the choice of effective role models. Humility is highlighted as a key trait for long-term investment success, alongside the value of authentic living and embracing risks in pursuit of your passions.

Lyn Alden, an investment expert known for her sharp insights into macroeconomic trends, dives deep into the financial woes of the Federal Reserve. She discusses how the Fed's balance sheet shapes economic stability and the implications of rising interest rates. Alden also expresses her optimism about investing in India and Brazil. Additionally, she explores the future of digital currencies and stresses the importance of a diversified investment portfolio for peace of mind and happiness. Her unique perspectives on financial literacy shed light on preserving purchasing power.

Dr. Graeme Forster, Director and Portfolio Manager at Orbis, shares his fascinating journey from mathematics to value investing. He discusses legendary investors like Jim Simons and the success of Orbis' founder, Allan Gray, emphasizing the importance of flexibility in investment strategies. Graeme introduces the concept of the 'Great Misallocation' and illustrates how good, cheap companies excel in bear markets. His unique blend of macro and micro perspectives offers valuable insights for investors navigating today's complex landscape.

Join Michael Saylor, CEO of MicroStrategy and Bitcoin advocate, alongside crypto commentator Cory Klippsten, IMF and World Bank expert Alex Gladstein, and others as they dissect Bitcoin's landscape. They explore inflation's impact on value, the dangers of CBDCs, and how altcoin investments can be a scam. Gladstein unveils the exploitative debt practices of global financial institutions in developing nations, while they debate the merits of proof-of-work versus proof-of-stake in Bitcoin, revealing its potential as an ethical investment and a catalyst for change.

Discover the intriguing world of Constellation Software and its visionary founder, Mark Leonard, who has achieved remarkable shareholder returns since its IPO. The discussion reveals how the company excels in vertical market software through innovative acquisitions and a unique management approach. Compare Leonard's strategic insight to Warren Buffett's as listeners learn about the alignment of employee interests and disciplined capital allocation. Get insights from Leonard's shareholder letters that underscore the importance of long-term growth and a strong corporate culture.

Richard Wilson, Founder and CEO of The Family Office Club, shares his expert insights on billionaire investment strategies. He discusses the concept of family offices, how to set them up, and their importance in managing wealth. Wilson highlights lessons from his top five billionaire books, revealing key business strategies and ethical practices that successful entrepreneurs employ. He also shares valuable anecdotes from billionaire keynotes, balancing investment tactics with the emotional challenges faced by high-net-worth investors.