We Study Billionaires - The Investor’s Podcast Network

In this insightful conversation, François Rochon, founder of Giverny Capital and an expert in value investing, shares his time-tested investment strategies. He emphasizes the critical concept of 'margin of safety' and the importance of long-term thinking. Rochon discusses how to navigate bear markets, the value of humility in investing, and highlights companies he admires. Moreover, he candidly addresses his own investment mistakes through an annual 'Podium of Errors' list, illustrating his commitment to learning and growth in the investment landscape.

Bill George, former CEO of Medtronic and Harvard professor, discusses his empathetic leadership journey and the concept of 'True North.' He shares insights on cultivating inclusive cultures while growing Medtronic to $60B and explains why he believes CEOs should have a 10-year term limit to encourage adaptability. George highlights successful pandemic leadership examples, including Satya Nadella and Mary Barra, while emphasizing the critical role of personal values in effective leadership.

In this discussion, Jason Brett, a leading expert on Bitcoin policy and regulation, unpacks crucial legislative developments affecting cryptocurrency. He dives into the Lummis-Gillibrand Bill and the Digital Commodities Consumer Protection Act of 2022, exploring their potential impact on market regulation. Brett also shares insights into the White House’s approach to crypto-assets and consumer protection, as well as the implications of Central Bank Digital Currencies (CBDCs). It's an eye-opening conversation about the future of digital finance!

Discover the intriguing investment philosophy of a little-known standout investor who achieved an incredible 921% return. Delve into why early bets on Amazon and Costco reshaped market expectations. Uncover the secrets of portfolio management, emphasizing the importance of quality over quantity. Learn the tactics behind Destination Analysis and how thoughtful investing during the financial crisis paid off. Plus, get insights into recent moves in ASOS and how giant retailers weather economic storms, showcasing the power of patience and strategic focus.

Lyn Alden, a financial analyst and author renowned for her insights into macroeconomics and energy markets, discusses the intricate relationship between oil supply and economic stability. She explains the boom and bust cycle in the oil market, and Warren Buffett's strategic bets on Chevron and Occidental. They delve into the recent OPEC+ production cuts and their impact on prices, raising questions about inflation targets and U.S. monetary policy. Alden also sheds light on the appreciation of emerging market currencies compared to more established ones.

In a captivating discussion, Bernie Marcus, co-founder of Home Depot and dedicated philanthropist, shares his journey from humble beginnings to billionaire status. He reflects on the economic climate of the early '80s while co-founding Home Depot and emphasizes the importance of mentorship through stories with retail icon Sam Walton. Bernie also dives into his philanthropic efforts, discussing integrative medicine, autism awareness, and the Georgia Aquarium. With insights on effective leadership and the role of luck, this chat is both inspiring and informative.

Austin Mitchell, an expert in energy and environmental policy from Carnegie Mellon, shares his insights on Bitcoin's potential to transform the energy sector. He discusses the challenges energy companies face today and how Bitcoin could solve them. The conversation dives into the Lightning Network's ability to facilitate instantaneous energy payments, streamline transactions, and address financial inefficiencies. Austin also highlights real-world use cases where Bitcoin is making an impact, along with his own company's innovative solutions in this arena.

Explore the investment landscape of Dollar General and Apple, highlighting their growth potential and resilience against economic downturns. Dive into Dollar General's effective management strategies and future catalysts for success. Discover why Warren Buffett champions Apple, examining its diverse business segments and consumer loyalty. Learn about assessing intrinsic value through cash flow projections and the importance of a long-term investment mindset. This engaging discussion encourages patience and strategic thinking for budding investors.

Richard Duncan, an expert on global economics, dives into crucial financial topics. He discusses the reversal of credit growth and its potential recessionary impact. The podcast highlights the troubling decline in global treasury markets and England's pension crisis. Duncan reveals the Federal Reserve's unprecedented negative net income and how it can be turned around. He also explores the implications of the $280B Chips and Science Act, shedding light on U.S. competitiveness in technology against China. Tune in for insights on navigating today's economic landscape!

Luke Gromen, a financial expert and author, dives into crucial topics surrounding macroeconomics and global markets. He discusses the impact of U.S.-China tensions on chip manufacturing and how the Federal Reserve’s policies may be weaponized against rivals like Russia. Gromen also examines the energy sector’s future, the significance of commodity-backed money, and current dynamics in U.S. real estate amid high mortgage rates. His insights shed light on the interconnectedness of monetary policy, inflation, and geopolitical strategies.