We Study Billionaires - The Investor’s Podcast Network

Andrew Martin, CEO of Fairlight Capital and holder of a PhD in Astrophysics, shares his unique investment insights. He discusses how his scientific background informs his strategies, particularly in identifying small-cap stocks and understanding market dynamics through valuable mental models. Andrew reveals how to combat biases in investing and emphasizes the importance of a contrarian mindset. He also highlights the need for patience and precise decision-making while navigating technological disruptions and financial security in uncertain times.

Discover the life of Sol Price, the retail visionary behind Costco. His pioneering ventures, FedMart and Price Club, transformed the discount retail model. Key topics include Price's philosophies on employee welfare and customer value, which inspired giants like Sam Walton and Jeff Bezos. The fascinating origins of Costco, its unique business model, and the impact of Price's innovative strategies are also explored. This deep dive into retail history highlights crucial lessons in leadership and entrepreneurial success.

In this episode, Jeff Walton, an expert on MicroStrategy's financial strategies, joins Michael Saylor, CEO of MicroStrategy. They discuss leveraging Bitcoin volatility and innovative fundraising through convertible bonds. Walton explains 'capturing the spread' and describes how MicroStrategy positions itself as the 'bank of the future.' They also delve into the nuances of corporate strategies like accretive dilution and the future potential of Bitcoin-backed financial products, creating an optimistic outlook for investors.

Bill Priest, a seasoned investor and Vice Chairman of TD Wealth, shares insights from his six decades in finance. He discusses the dangers of complacency among investors and highlights the importance of free cash flow and cost of capital. Bill expresses concerns about stagflation and suggests maintaining cash reserves to weather economic storms. He also warns against overinvesting in growth stocks and offers caution regarding investments in China, all while praising the unstoppable rise of AI.

Eddy Elfenbein, a prominent portfolio manager and creator of the Buy List, shares his top stock picks for 2025. He highlights the performance of notable stocks and discusses how he curates his selections. The conversation delves into maintaining a balance between macroeconomic awareness and disciplined investing. Notably, Eddy introduces Lumine Group, outlining its strategic growth in the media sector. He also emphasizes the importance of patience in stock investing, drawing insights from companies like Adobe and the challenges faced by others like Hershey.

In this enlightening discussion, Erik Hersman, founder of Gridless, tackles energy challenges in rural Africa with innovative Bitcoin mining solutions. Charlene Fadirepo, author of 'The Bitcoin Leap,' shares insights on how Bitcoin empowers women and addresses systemic inequities. They explore the transformative role of Bitcoin in boosting financial inclusion, fostering community savings, and promoting human rights. The conversation shines a light on local energy partnerships and the significant potential for economic development across the continent.

Discover the fascinating nuances of financial independence as Stig Brodersen shares his personal journey. Learn why people often underestimate their long-term potential and the complexities of achieving happiness through wealth. Explore the necessary mindset shifts for financial success, and understand the importance of having negotiables in life. Delve into the struggles of lifestyle inflation and the feeling of loneliness on the path to financial freedom. Ultimately, reflect on the enriching relationships that come with achieving your financial goals.

In a riveting discussion, Rob Arnott, founder and chairman of Research Affiliates, shares insights on the Fundamental Index and its impressive two-decade performance. He breaks down the complexities of the equity risk premium and explains why long-term forecasts hold more value than short-term ones. Rob also discusses the current value cycle and highlights intriguing trends, such as how companies removed from the S&P 500 often outperform those added, showcasing the nuances of market dynamics.

Luke Gromen, a macroeconomic expert and author of the FFTT newsletter, shares his insights on the evolving relationship between Bitcoin and global finance. He discusses the historical link between high federal receipts and recessions, the connection between stablecoins and T-bill demand, and how fiscal policy failures could elevate Bitcoin's importance. Gromen also explores potential U.S. dollar devaluation as a debt management strategy and the impact of global liquidity trends on Bitcoin adoption, all while emphasizing the shifting dynamics in international tariff negotiations.

Dive into the world of billionaires and their investment wisdom. The hosts explore value investing and share actionable insights. Learn from legends like Warren Buffett and Bill Gates, discovering their strategies for success in the stock market. Topics also touch on emerging trends like Bitcoin. This is a journey into the minds of financial titans, offering you the tools to elevate your own investing game.