We Study Billionaires - The Investor’s Podcast Network

William Casarin, the builder of the Damus application, dives into the revolutionary Nostr protocol that enables decentralized social media without major corporate control. He discusses Nostr's simplicity and its potential evolution over the next five years. Concerns about open speech and moderation are addressed, alongside how traditional platforms might benefit from utilizing Nostr. Casarin also explains the financial ties with Bitcoin and the incentives for users to run their relays, providing a thought-provoking look at the future of online communication.

Discover how everyday investors can outperform Wall Street with simple strategies. Explore Peter Lynch's unique investment methods and the importance of categorizing stocks to manage expectations. Learn what to look for in a great company and the pitfalls of 'diworsification.' The discussion highlights common mistakes new investors make, emphasizing the need for thorough research and the value of familiar industries. With insights on long-term investing and overlooked opportunities, this conversation offers a treasure trove of practical advice for all investors.

Discover how integrity and authenticity play a crucial role in living a fulfilling life. The hosts explore the idea of being 'poor rich,' emphasizing independence over financial wealth. They discuss embracing flaws with kindness and the importance of genuine connections, moving away from superficial social engagements. Touching on navigating the balance between money and personal fulfillment, the conversation highlights that true happiness often exists outside of material pursuits and emphasizes the value of nurturing deep relationships.

Bill Nygren, a value investing guru at Oakmark Funds, and Alex Fitch, his fellow portfolio manager, delve into intriguing market insights. They explain Oakmark's strategy for navigating today’s economy and discuss why Warner Brothers Discovery is currently undervalued post-merger. The duo also highlights Lithia Motors' clever success in the used car market while contrasting it with struggling competitor Carvana. Additionally, they explore the mixed reactions to Meta's Metaverse investments, questioning its financial wisdom amid strong cash flows from Instagram.

James Lavish, a finance and macroeconomics expert, shares insights on Japanese credit markets and the world of Bitcoin. He discusses the significance of Nostr for free speech and Bitcoin's future. The impact of Japan's rising yields on global economies is dissected, along with the role of disinflation in the US and inflation challenges in the EU. Additionally, Lavish highlights the ramifications of the FTX situation on Bitcoin and examines China's COVID policies and their effects on global demand.

Explore the pivotal role of semiconductors in the economy and TSM's competitive edge in the industry. Discover Warren Buffett's surprising investment strategy and the geopolitical tensions surrounding Taiwan. Delve into potential risks of investing in TSM and the challenges faced by Meta in its ambitious shift to the metaverse. The discussion also critiques prevailing market sentiments and highlights underappreciated stocks like Intel, emphasizing the importance of value investing in today’s landscape.

John Spears, managing director at Tweedy Brown, shares his passion for value investing, sparked at just 12 years old. He recounts the humbling lessons from an early investment disaster and the importance of tracking insider buying. The conversation reveals Spears' admiration for Warren Buffett and his preference for high-quality, albeit 'dull', stocks like Nestle. He emphasizes achieving satisfactory returns over chasing unrealistic profits while advocating for a debt-free lifestyle and global diversification in investments, all influenced by his Quaker values.

Joe Brown, host of Heresy Financial, dives into market indicators crucial for forecasting economic trends. He explains why a Fed pivot may take longer than many believe and discusses the $2T in reverse repos to manage liquidity. The conversation shifts to Central Bank Digital Currencies, where he contrasts their risks with decentralized options like Bitcoin. Finally, Joe analyzes the US real estate market and household financial health, urging prospective homebuyers to navigate the changing landscape before it's too late.

Pierre Rochard, a leading Bitcoin and macroeconomic expert, and Morgen Rochard, author and financial planner, dive into the latest developments in the Bitcoin space. They discuss the implications of the GBTC discount to NAV and the potential of the Taro protocol for stablecoins. The duo also explores tax loss harvesting strategies and recent changes in accounting rules affecting Bitcoin. Their insights on the state of cryptocurrency regulation and the future of transaction fees add even greater depth to this engaging conversation.

Discover how Jeff Bezos identified internet opportunities in the 90s and employed the regret minimization framework to launch Amazon. Learn about the company's tumultuous early years, including major financial missteps during the tech bubble. Explore Amazon’s core values and how rival companies were eventually compelled to collaborate with the giant. Delve into the inspiration behind Amazon Prime and the creation of AWS, which has become crucial for Amazon's ongoing success.