We Study Billionaires - The Investor’s Podcast Network

Join Dylan LeClair, a contributor to Bitcoin Magazine and a crypto market expert, as he dives into the fallout from the FTX collapse. He discusses the distinction between 'real' Bitcoin and 'paper' Bitcoin, revealing the underlying issues within the crypto ecosystem. Topics include the financial troubles of firms like Genesis, the implications of the GBTC discount, and the state of Tether. Dylan also shares insights on Bitcoin mining's shift towards transaction fees and the skepticism surrounding altcoins, all while navigating the turbulent landscape of cryptocurrency.

Explore Ray Dalio's insights on the vital roles of credit and debt in the economy. Discover how too much debt can threaten global stability and the intricacies of short-term versus long-term debt cycles. Learn to identify economic bubbles and understand the delicate balance policymakers face in managing large debt issues. Delve into the dynamics of inflationary and deflationary cycles, and the potential for hyperinflation at the end of debt cycles. This discussion unveils the complexities of economic management and the implications for society.

Joel Tillinghast, a legendary Fidelity fund manager, shares his journey from an eight-year-old investment enthusiast to a market-beating powerhouse. He discusses the significance of not overpaying for stocks, his admiration for Cathie Wood, and the lessons learned from a significant financial misstep. Tillinghast reflects on investing in 'adaptive companies' and his approach to diversification, revealing a staggering success with Monster Beverage. He emphasizes the importance of self-awareness in investing and offers insights for the next generation of fund managers.

In this engaging discussion, Mohnish Pabrai, a notable value investor and founder of the Dakshana Foundation, shares wisdom from his friendship with Charlie Munger. He reveals how he employs a checklist for informed stock investing and discusses his unique approach to philanthropy, aiming for the highest returns on charitable donations. Their conversation also dives into the significance of education for underprivileged students and the sustainable impact of well-planned philanthropic efforts.

Cory Klippsten, CEO of Swan Bitcoin, shares his candid insights on the aftermath of the FTX bankruptcy and highlights the need for transparency in the crypto industry. He discusses the pitfalls of venture capitalists in the crypto space and unveils the mechanics behind major scams. Klippsten also emphasizes the critical difference between Bitcoin and other cryptocurrencies, advocating for self-custody. Tune in to hear about his experiences at the Bitcoin Pacific Conference and how he envisions a brighter future for Bitcoin enthusiasts.

Howard Marks, co-founder of Oaktree Capital and a renowned investment guru, dives deep into his vital insights on investing. He shares the importance of second-level thinking and how psychology significantly affects market behavior. Marks emphasizes the cyclical nature of markets, detailing common investor mistakes and the necessity of focusing on bargains. He also discusses strategies for low-interest environments and the folly of making macroeconomic predictions. His approach to defensive investing is a key takeaway, promoting risk management over high-return pursuits.

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, a savvy market analyst and blogger, to dive into the current financial landscape. They explore the potential of Meta and discuss its investment risks, highlighting why both are bullish on the stock. Tobias also shares insights on Colgate Palmolive, spotlighting its growth in pet nutrition. The duo examines market conditions influenced by inflation and the challenges faced by tech firms, providing valuable perspectives for investors navigating volatility.

Alfonso Peccatiello, a macroeconomics and finance expert, shares his insights on shifting monetary policies and the risks banks face in losing deposits to higher-yielding alternatives. He discusses the European Central Bank's evolving strategies and the recent Fed meeting's implications. Peccatiello highlights the dangers of pension funds using interest rate swaps and analyzes the current yield curve inversion's expectations. Tune in for a deep dive into economic dynamics and financial education!

In this conversation with Luke Mikic, a Bitcoin expert and macroeconomic analyst, listeners dive into the pressing need for Bitcoin in today's financial landscape. He discusses parallels between current economic conditions and historical cycles, particularly the 1930s and 40s, highlighting wealth inequality and currency wars. Mikic explores the role of stable coins in influencing government bonds and introduces the provocative 'Bitcoin Milkshake' theory. His insights also touch on triggers for inflation and the implications of our reliance on fiat currency.

Discover the fascinating meeting of Warren Buffett and Charlie Munger, sparking a legendary partnership. Explore Munger's philosophy on lifelong learning and the mental models that shape his investment tactics. Hear how he transformed Buffett's strategies and emphasizes the need to constantly reassess our perspectives. Munger's focus on simplicity in investments and the importance of integrity truly stand out, alongside the role of incentives in aligning company goals with shareholder interests. Dive into the wisdom of this investing titan!