We Study Billionaires - The Investor’s Podcast Network

Delve into the origins of a transformative podcast as hosts share how they met and what inspired them to launch their venture. They discuss pivotal moments that shaped their journey and how team dynamics triumph over profit in their unique corporate culture. Listeners learn about their strategic approach to hiring and the incorporation of Bitcoin discussions. With a focus on fostering an empowered team environment, the duo illustrates how happiness and collaboration drive their mission in the podcasting world.

Ian Cassel, a microcap expert and founder of MicroCap Club, explores why microcaps are outperforming larger cap stocks in today’s market. He compares current trends to 2008, highlighting the resilience of microcap stocks amid economic challenges. Cassel discusses private equity's growing interest in public markets and shares unique strategies from a recent investment summit. With a focus on innovative platforms and the importance of thorough research, he emphasizes the potential for growth in the microcap sector.

In this lively discussion, Jason Lowery, an MIT security expert, delves into the nuances of Proof of Work and Proof of Stake protocols. He explores the critical role of property rights and how power dynamics shape these systems. Jason explains the concepts of abstract versus physical power, shedding light on their implications in blockchain technology. He also addresses the risks of centralization in PoS, and offers insights on the thought processes of key figures like Vitalik Buterin. Ultimately, he calls for a deeper understanding of these mechanisms among policymakers.

Matthew McLennan, an investment professional with a rich background at Goldman Sachs and First Eagle Investments, shares insights on resilient wealth creation. He reflects on his off-the-grid upbringing and how it shaped his perspective. The conversation includes the importance of patience in investing, likening it to gardening, and the value of established businesses. McLennan also discusses why gold may be a better hedge than Bitcoin and emphasizes the need for global diversification in an unpredictable market.

David Rubenstein, co-founder of The Carlyle Group and philanthropic giant, shares a wealth of insights. He discusses the impact of the Ukraine war on energy markets and inflation. Rubenstein reflects on his transition from politics to private equity and the challenges in today’s fundraising landscape. He also dives into his investment strategies, particularly in healthcare and sports, and the complexities of ESG investing. Lastly, he emphasizes that true happiness lies beyond wealth, offering sober thoughts on life’s deeper connections.

Sam Callahan, a leading expert on central bank digital currencies (CBDCs), discusses the significant implications CBDCs could have on individual rights and freedoms. He raises concerns about potential losses for everyday citizens and outlines how CBDCs may be implemented globally. Sam also critiques the World Economic Forum’s bias towards proof of stake, particularly against Bitcoin, highlighting the misconceptions about energy consumption in mining. Additionally, he shares insights into the challenges faced by the European Central Bank due to the ongoing energy crisis.

David Stein, former chief investment strategist for an $80 billion advisory firm and host of "Money For the Rest of Us," shares his insights on market cycles. He explains the credit cycle and its effects on borrowing and asset prices. Stein discusses the current state of the real estate cycle and how to adjust investment risk based on market conditions. He highlights why junk bonds might be appealing now and emphasizes the importance of asking the right questions when evaluating asset managers. The conversation blends psychological insights with practical investment strategies.

In this insightful discussion, Artem Milinchuk, founder of FarmTogether, shares his journey from Soviet Union struggles to leading farmland investment strategies. He emphasizes how farmland serves as a robust hedge against inflation and recessions, highlighting Bill Gates’ vast ownership. Artem explains how to evaluate farmland deals and why he prioritizes U.S. agriculture. He explores high-margin agricultural investments and discusses the evolving labor dynamics in farming, revealing farmland's unique stability compared to traditional market assets.

Mike Stroup, a finance and economics expert, dives into the complexities of fractional reserve banking versus Bitcoin. He discusses the alarming rise of federal interest expenses and how it compares to military spending. Stroup explains the role of broad money supply in measuring inflation and critiques traditional inflation metrics. The conversation also touches on global currency reserves and their impact on financial stability, highlighting Bitcoin's potential as a safe alternative. Plus, he shares fascinating military pilot stories!

In this engaging discussion, Thomas Russo, a renowned global investor known for his long-term investment strategies, shares invaluable insights from his encounters with legends like Warren Buffett and Bill Ruane. He reveals his philosophy on enduring short-term pain for long-term gains and emphasizes the critical nature of brand loyalty. Russo discusses the risks of agency costs, his successful investment journey with Berkshire Hathaway, and the significance of ethical investing. He also explores how curiosity fuels his investment decisions and the role of innovation in combating climate change.