We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
196 snips
Jul 25, 2025 • 1h 1min

TIP739: The Psychology Of Human Misjudgement

Dive into the world of cognitive biases with a focus on Charlie Munger's insights. Discover how incentives can compromise moral judgments and the pitfalls of emotional bias in investment decisions. Learn about the dangers of overestimating abilities and the importance of simplicity over complexity in investing. From navigating market bubbles to the influence of social proof, the conversation highlights real-world implications of psychological traps. Get equipped with strategies to enhance rational thinking and decision-making.
undefined
116 snips
Jul 23, 2025 • 1h 22min

BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)

Joe Carlasare, a litigator specializing in Bitcoin miners, and Jeff Ross, a fund manager with deep insights into market trends, dive into the intricacies of Bitcoin's future. They tackle the effects of global liquidity on Bitcoin prices and dissect the evolving risks of Bitcoin treasury companies. The duo also discusses the implications of stablecoin regulations and their impact on digital finance. With bold predictions about Bitcoin's trajectory amidst economic shifts, they provide valuable insights for investors navigating this dynamic landscape.
undefined
102 snips
Jul 20, 2025 • 1h 57min

RWH059: Ask Me Anything w/ William Green

William Green reveals the three best decisions he's made, highlighting the importance of marrying young and building strong relationships. He shares insights on resilience from investing legends, emphasizing perseverance as a key to success. The conversation delves into the emotional complexities of investing and personal growth, underscoring the balance between ambition and benevolence. Additionally, William discusses the art of effective interviewing and how simplicity and authenticity contribute to lasting success.
undefined
82 snips
Jul 18, 2025 • 1h 2min

TIP738: Heico: The Quiet Aerospace Compounder

Discover the incredible journey of Heico, which transformed from a struggling parts supplier into a $38 billion aerospace leader. The Mendelson family's strategic capital allocation and regulatory mastery created a powerful competitive edge. Heico's unique acquisition playbook mirrors Berkshire Hathaway's approach, emphasizing long-term value. Explore how their customer loyalty strategy fosters predictable revenue streams, while economic downturns actually benefit their business model. This episode is packed with insights for investors and entrepreneurs on building a resilient, durable business.
undefined
123 snips
Jul 16, 2025 • 50min

BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)

In this engaging discussion, Jim Chanos, a legendary Wall Street short seller known for shorting Enron, goes head-to-head with Pierre Rochard, a long-time Bitcoin expert. They debate the merits and risks of Bitcoin-native corporate strategies. Chanos explains why he's bearish on BTC companies but bullish on Bitcoin, while Rochard advocates for utilizing corporate debt to acquire Bitcoin. They tackle valuation models, governance issues, and the potential systemic implications of firms holding Bitcoin on their balance sheets, all while pondering the future of Bitcoin in finance.
undefined
200 snips
Jul 13, 2025 • 1h 12min

TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve

Dive into the world of value investing, where principles like downside protection take center stage. Learn how to distinguish between speculation and genuine investing, while understanding the pitfalls of Wall Street's incentives. Discover the critical importance of a margin of safety in constructing a portfolio and explore strategies for recognizing undervalued businesses. The conversation also highlights why holding cash can be a tactical advantage and the essential traits of successful value investors. Buckle up for insights that prioritize long-term stability!
undefined
174 snips
Jul 11, 2025 • 1h 5min

TIP736: How the Best Investors Execute w/ Clay Finck

Clay Finck dives into Lee Freeman-Shor's insights on investment execution versus stock picking. It reveals that even top investors are wrong over half the time but thrive by managing wins and losses effectively. The discussion includes the dangers of emotional biases, the psychology of patience, and the importance of keeping high-conviction stocks. A five-point checklist for executing strategies like the best in the business is also shared, emphasizing that successful investing relies more on execution than mere ideas.
undefined
61 snips
Jul 9, 2025 • 55min

BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)

NVK, a Bitcoin expert and founder of Coinkite, shares his insights on Bitcoin's future and core development. He discusses the evolution from Satoshi's original code to Bitcoin Core and the intriguing differences with Bitcoin Knots. The conversation touches on the controversy surrounding GitHub governance and potential changes to transaction limits. NVK also highlights Nostr's revolutionary potential for decentralized identity management and AI communication, while emphasizing the importance of self-custody solutions in securing Bitcoin.
undefined
115 snips
Jul 6, 2025 • 2h 4min

TIP735: Compounding with Character w/ Guy Spier

Guy Spier, an accomplished investor and author, dives deep into the intersection of character and investment strategy. They discuss his strategic decision to invest in The Economist, emphasizing the historical significance behind this choice. Spier shares wisdom on the nature of friendships, exploring how they can enrich our lives. The conversation highlights the importance of vulnerability and authentic connections, advocating for deep, meaningful dialogues over superficial interactions. Ultimately, they redefine success, focusing on personal fulfillment and societal contributions.
undefined
164 snips
Jul 4, 2025 • 1h 4min

TIP734: My Investment Philosophy w/ Clay Finck

Clay shares his personal investment philosophy shaped by years of learning from the likes of Charlie Munger. He discusses the pursuit of financial independence through long-term, quality investments. The importance of patience and the concept of 'sidecar investing' are explored. Clay emphasizes focusing on exceptional businesses over cheap stocks, advocating for a simple, disciplined approach to investing. He shares insights on constructing a robust portfolio and the value of ignoring market noise for sustained success.

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