We Study Billionaires - The Investor’s Podcast Network cover image

We Study Billionaires - The Investor’s Podcast Network

Latest episodes

undefined
33 snips
Feb 12, 2023 • 1h 20min

TIP523: Financial Wisdom w/ Cullen Roche

Cullen Roche, an investment expert and author of "Pragmatic Capitalism," joins the discussion to share his insights on financial independence and portfolio optimization. He breaks down the differences between CPI and PCE, debates the role of elected central bankers, and discusses the impacts of a decoupling world on inflation and the US dollar. Roche also addresses the concept of balance sheet recessions, questions the future performance of the 60/40 portfolio, and explores how new generations of investors approach risk and resilience.
undefined
14 snips
Feb 10, 2023 • 57min

TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik

Joseph Shaposhnik, Portfolio Manager at TCW and former Fidelity analyst, shares unconventional investment strategies shaped by legendary mentors. He discusses outperforming benchmarks and the significance of predictability in investments. Insights on top holdings like Constellation Software and FactSet reveal the importance of cash flow and insider ownership. Shaposhnik also challenges traditional wisdom, advocating for a focus on quality businesses and adaptability in the ever-changing market landscape. Intriguing anecdotes, including a conversation with Bill Gates, add depth to his investment philosophy.
undefined
7 snips
Feb 8, 2023 • 60min

BTC116: Bitcoin Ordinals and NFTs on Layer 1 of the Protocol w/ Pierre Rochard (Bitcoin Podcast)

Pierre Rochard, an expert in Bitcoin and Vice President at Riot Platforms, returns to discuss the intriguing topic of Bitcoin ordinals and NFTs on the Bitcoin protocol. He unpacks how these advancements could reshape the ecosystem, stirring debates on their impact and potential risks. The conversation dives into the implications of large files in blocks and the controversial use of Bitcoin for non-financial data. Rochard also explores the future of NFTs on Bitcoin, touching on legal concerns and the ethical complexities of data storage on the blockchain.
undefined
5 snips
Feb 7, 2023 • 56min

TIP521: Warren Buffett's Shareholder Letters

Dive into the wisdom of Warren Buffett as his shareholder letters are unpacked like a value investing MBA. Discover the essentials of what makes Berkshire's 'Big Four' businesses tick. Learn why Buffett champions share repurchases and treats shareholders like partners. Explore the pitfalls of investing in volatile industries and get insight into Buffett's capital allocation strategies. Finally, understand his principles for selecting reliable successors and the importance of intrinsic value in fostering long-term success.
undefined
27 snips
Feb 5, 2023 • 1h 21min

RWH021: Investing Amid Uncertainty w/ Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon

Joel Greenblatt, famed for his investment genius, shares lessons on learning from mistakes and adapting in turbulent markets. Howard Marks emphasizes the need for caution to avoid ruin, while Bill Miller offers strategies for weathering brutal losses. François Rochon highlights the importance of emotional resilience and independent thinking in investing. Together, they explore how to navigate uncertainty, improve decision-making, and capitalize on the emotional swings of the market for successful investing.
undefined
26 snips
Feb 3, 2023 • 1h 10min

TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood

Join financial historian Jamie Catherwood, a Client Portfolio Specialist at O'Shaughnessy Asset Management and author of Investor Amnesia, as he delves into fascinating parallels between historical and modern markets. He explores how the frauds of today, like FTX, echo past scandals and the evolution of market regulations. Jamie also discusses how lessons from the 1800s can shape our current market outlook and highlights how the crypto landscape mirrors the early stock markets, revealing valuable insights for investors navigating today's financial realm.
undefined
26 snips
Feb 1, 2023 • 59min

BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)

In this engaging discussion, tech entrepreneur Justin Rezvani, a Forbes 30 Under 30 honoree, shares insights on the evolving creator economy. He dives into the transformative potential of the Lightning Network, illustrating how it enables immediate payments and empowers creators to monetize their own data. Justin elaborates on his social application, Zion, advocating for decentralized systems that give users control over their content. He also explores the challenges and innovations within Web5, highlighting the need for fairer monetization and identity ownership in the digital landscape.
undefined
14 snips
Jan 29, 2023 • 51min

TIP519: The Education of a Value Investor by Guy Spier

Discover the inspiring journey of a hedge fund manager who revolutionized value investing after overcoming Wall Street's unethical practices. Learn how handwritten letters transformed his networking and led to a memorable lunch with Warren Buffett. Explore the benefits of collaborative investing and the importance of integrity and patience in decision-making. Above all, find out why a fulfilling life is prioritized over mere financial success in this compelling exploration of investment philosophy.
undefined
26 snips
Jan 27, 2023 • 1h

TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

Trey chats with Eddy Elfenbein, a portfolio manager and editor of Crossing Wall Street, known for his impressive 'Buy List' strategy. They delve deep into the ups and downs of 2022's stock performance and what his 2023 list looks like, including which five stocks are swapped out. Eddy reveals surprising stock performances and discusses undervalued picks. The conversation also touches on market volatility, non-tech stock successes, and the importance of adapting to economic shifts in investment strategies.
undefined
33 snips
Jan 25, 2023 • 1h 26min

BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bitcoin Podcast)

Lyn Alden, a savvy financial analyst, and Alyse Killeen, the founder of Stillmark Capital, dive deep into the transformative power of Bitcoin and the Lightning Network. They discuss emerging businesses and predict significant developments in the coming years. Topics include grassroots Bitcoin adoption in developing countries like El Salvador, the contrast between stablecoins and CBDCs, and the exciting innovations that the Lightning Network brings to underserved communities. Their insights on inflation also shed light on economic challenges in countries like Egypt and Argentina.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app