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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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48 snips
Jan 22, 2023 • 54min

TIP517: Mohnish Pabrai's Dhandho Investment Framework

Dive into the fascinating world of Mohnish Pabrai’s Dhandho investment framework! Discover how the Patel family transformed their fortunes in the motel industry through strategic investments. Unpack the nine principles that guide low-risk, high-reward investing. Learn how to identify market bargains and the connection between investing and gambling. Get insights on current market investments like Micron Technology, and explore the power of leveraging competitive advantages for substantial gains.
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19 snips
Jan 20, 2023 • 54min

TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll

In this discussion, Patrick Carroll, the self-made founder and CEO of a multi-billion dollar real estate firm, sheds light on today's eerily similar real estate climate to 2008. He delves into how investors and lenders are adapting, highlighting multifamily properties as the least risky asset. The conversation also touches on why many Gen Z'ers live with their parents and the potential impact of the upcoming $68 trillion wealth transfer from baby boomers on the market. Patrick shares crucial indicators he relies on for navigating this complex landscape.
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Jan 18, 2023 • 59min

BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)

Explore the intriguing intersection of the Bitcoin Lightning Network and telecommunications with Lyle Pratt, a seasoned entrepreneur. Discover how innovative solutions can combat the rising tide of spam in decentralized systems. Learn about the potential impacts of unique payment models and the importance of user empowerment. The conversation also touches on unexpected parallels between jujitsu and Bitcoin, highlighting adaptability and resilience in both arenas. Join this captivating discussion that blends tech, finance, and personal growth!
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58 snips
Jan 15, 2023 • 52min

TIP515: The Little Book of Valuation by Aswath Damodaran

Dive into the fascinating world of company valuation with insights from Aswath Damodaran. Discover his primary methods for assessing a company’s worth, the critical inputs needed, and how to set appropriate growth rates. Explore the complexities of valuing growth companies through engaging case studies like Williams-Sonoma and Under Armour. Delve into the importance of intangible assets and learn about common biases that can skew financial analysis. Gain practical investing strategies and explore the impact of macroeconomic trends on stock purchases.
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37 snips
Jan 13, 2023 • 1h 5min

TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

Jim Rickards, a renowned author and expert on financial markets and geopolitics, shares insights on the faltering global economy. He discusses the tug of war between inflation and deflation and how the Federal Reserve's strategies may not suffice in combating supply chain disruptions. The conversation explores the declining influence of China, the evolution of supply chains, and the urgent need for sound monetary principles. Rickards also emphasizes the protective role of gold and the need for companies to adapt to new geopolitical realities.
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Jan 11, 2023 • 3min

We Study Billionaires by The Investor's Podcast Network

Delve into the minds of legendary investors like Warren Buffett and Ray Dalio, uncovering their unique investment strategies. Explore insights from the Richer Wiser Happier series, featuring wisdom from greats like Mohnish Pabrai. Discover the world of Bitcoin with expert discussions on its role in the macroeconomic landscape. Each segment is packed with actionable advice, making complex financial concepts accessible and engaging.
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28 snips
Jan 11, 2023 • 1h 36min

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

Join experts Joe Carlasare, a legal authority on digital asset disputes, Steven McClurg from Valkyrie Investments, and investment manager Jeff Ross as they dive into the complexities of cryptocurrency. They tackle the fallout from the FTX scandal, dissect the state of major exchanges like Binance, and analyze liquidity's role in market volatility. The discussion touches on inflation trends, fixed income challenges, and the intricacies of the U.S. versus China's economic narratives, providing insightful forecasts for Bitcoin's future.
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32 snips
Jan 10, 2023 • 49min

TIP513: Warren Buffett's Money Mind

Explore the mindset that drives Warren Buffett's investment decisions, deeply influenced by his father's values. Discover how Buffett adapts to changing markets, seeing volatility as an opportunity. Learn about the evolution of value investing through different expert perspectives, emphasizing the importance of understanding businesses and consumer psychology. Hear how emotional discipline and a focus on process over outcome distinguish successful investors. This engaging discussion unpacks Buffett's strategies against traditional academic views.
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64 snips
Jan 8, 2023 • 1h 60min

RWH020: The Disciplined Growth Investor w/ Fred Martin

Fred Martin, lead portfolio manager at Disciplined Growth Investors, discusses valuable investment strategies and risk management insights shaped by his Navy experience during the Vietnam War. He shares his skepticism about Tesla's valuation and emphasizes the importance of patience in aligning stock prices with intrinsic value. Fred reflects on how studying Benjamin Graham influenced his methods and highlights the necessity of collaborative decision-making in investing. He also emphasizes the significance of purpose and relationships in life, advocating for a disciplined and reflective approach to both investing and personal growth.
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95 snips
Jan 6, 2023 • 1h 13min

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

Trey Lockerbie hosts an engaging discussion with notable guests including Josh Young, an energy expert discussing energy's role in inflation and Buffett's investments, Ian Cassell, a micro-cap investing guru highlighting the sector's past successes, and Brent Johnson, who sheds light on his intriguing dollar milkshake theory. Dan Rasmussen and Joe Brown dive into market indicators, with Joe exploring the contrarian put-call ratio. Together, they share insights on navigating the complexities of current economic conditions and investment landscapes.

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