We Study Billionaires - The Investor’s Podcast Network

Discover Warren Buffett's 12 key investment principles, focusing on long-term ownership and management quality. Learn why he shies away from tech stocks and his love for share buybacks. Delve into how to assess management teams and calculate a company's intrinsic value. The importance of emotional discipline in investing is highlighted, along with a fascinating case study on Buffett's billion-dollar investment in Coca-Cola. Gain insights on valuing stocks, understanding investor psychology, and navigating market fluctuations.

Cullen Roche, author of 'Pragmatic Capitalism' and founder of The Discipline Funds, delves into the world of macro investing. He argues why understanding the macro landscape is crucial for investors and compares the economy to the human body. Cullen critiques the traditional buy-and-hold strategy and discusses why homes aren't always great investments. He emphasizes the importance of global diversification and explains yield curve control—a key concept in today's economic discourse. His insights on money creation in a digital age are particularly thought-provoking.

Josh Wolfe, Co-founder of Lux Capital, dives into the chaotic state of current markets, suggesting we may be at an Entropic Apex. He discusses the need for peace through strength and his support for a defense startup. Wolfe also champions rebranding sustainable energy as Elemental Power, emphasizing the role of nuclear energy. He shares his entrepreneurial journey and critiques of Elon Musk's Twitter acquisition, while also highlighting his innovative pursuit of digitizing scents. It's a whirlwind of investment insights and groundbreaking ideas!

Jeff Booth, a leading voice in Bitcoin and macroeconomic thought, shares his insights on the intricate relationship between energy and currency. He discusses why Bitcoin's adoption is a grassroots movement and tackles the rising tide of misinformation. Jeff explains the blockchain trilemma and why the combination of decentralization and security is groundbreaking. He emphasizes the necessity of incorporating energy into monetary systems and offers recommendations for global leaders on harnessing Bitcoin's potential. A must-listen for anyone fascinated by the future of finance!

Discover how Warren Buffett's investment in Geico transformed his career and reputation. Learn why his deal with Nebraska Furniture Mart was a masterstroke. Delve into Buffett's critiques of the efficient market hypothesis and how he navigated the chaos of the 1999 tech bubble. Explore his foresight regarding the 2007-2008 financial crisis. The podcast also highlights why Berkshire Hathaway's purchase of Apple is considered a game-changing trade, showcasing Buffett's long-term investment philosophy.

Annie Duke, a renowned expert in decision-making and former professional poker player, shares insights from her unique journey. She discusses the vital lessons learned from poker, such as embracing uncertainty and mastering probabilistic thinking. Annie explains how to improve decision-making in investing by recognizing cognitive biases and using structured strategies, like developing 'kill criteria' for selling assets. She emphasizes the importance of diverse perspectives and the potential pitfalls of identity and tribalism in financial decisions.

Cathie Wood, the CEO and CIO of ARK Invest, dives deep into the world of disruptive innovation. She shares insights on recent market turbulence and her belief in a potential deflationary surprise that could shift the Fed's strategy. Cathie discusses her recent decision to step down from managing two ETFs and offers an updated perspective on Bitcoin and its future. She also explores Tesla's AI Day and its implications for jobs, while introducing ARK's new venture fund aimed at supporting innovative investments. Don't miss these captivating insights!

Michael Saylor, CEO of MicroStrategy, is a prominent Bitcoin advocate and investor. In this discussion, he tackles misconceptions about Bitcoin's energy consumption and its role in economic systems. Saylor explains how the scarcity of money impacts goods and discusses the irrational urgency created by fiat systems. He argues that Bitcoin mining may actually solve environmental issues and enhance energy efficiency. Moreover, he portrays Bitcoin as a powerful ESG incentive, emphasizing its capability to stabilize the monetary landscape.

Explore the intriguing journey of Warren Buffett, from his formative years in Omaha to his legendary status in investing. Discover Benjamin Graham's principles that shaped Buffett's strategy, including the critical concept of margin of safety. Learn about his transformative investments in GEICO and the shift from cigar butt companies to high-quality businesses. Charlie Munger's influence is highlighted, along with Buffett's love for the insurance industry and his impressive track record of consistent returns. A fascinating dive into investment philosophy awaits!

Discover the unconventional hiring process that values personality over technical skills. Learn about the podcast's impressive financial growth, with free cash flow soaring from $650,000 to $2 million. The discussion highlights the importance of humility and transparency in team dynamics. Delve into the complexities of valuing a company while prioritizing team culture and societal impact over profit. Plus, hear a personal journey from actuary to podcast host, filled with insights on investing and community building.