We Study Billionaires - The Investor’s Podcast Network

Brian Feroldi, a frequent contributor and valuation expert, shares his wisdom on analyzing companies like Alphabet, Axon, and FIGS. He dives into how different metrics, like P/E ratios, are crucial depending on a company’s life stage. Brian distinguishes between real and fake competitive moats, emphasizing the need for investors to recognize genuine advantages. He reveals his valuation strategies and provides insights on the growth potential of tech giants like Google, highlighting key factors for successful long-term investments.

Pierre Rochard, VP of Research at Riot Blockchain and former product manager at Kraken, dives deep into the importance of timestamping in Bitcoin. He explains why Bitcoin acts as a decentralized clock and the significance of timekeeping for its ecosystem. The conversation also touches on the SEC's recent announcements regarding exchanges and why Bitcoin may not be performing as an inflation hedge. Additionally, they explore the correlation of Bitcoin with traditional markets and the future of retirement accounts offering Bitcoin investment options.

Tobias Carlisle, a renowned value investor and host of The Acquirer's Podcast, shares insights on compelling stock opportunities. He discusses his bullish stance on First American Financial and North Media A/S, emphasizing the latter's shift from traditional to digital services. The conversation highlights investment strategies, market behaviors, and the implications of bear market patterns, offering listeners a practical understanding of navigating economic fluctuations and recognizing undervalued stocks.

Brian Lee, a serial entrepreneur acclaimed for launching LegalZoom, ShoeDazzle, and The Honest Company, shares insights on building successful e-commerce ventures. He reveals how he bootstrapped LegalZoom and partnered with legal legend Robert Shapiro. Lee discusses the explosive growth of The Honest Company and the strategic magic behind partnering with celebrities like Kim Kardashian. Plus, hear about his new venture centered on baseball cards, blending nostalgia with entrepreneurial spirit, all while emphasizing the importance of authenticity and culture in business.

In a captivating discussion, Phil Champagne, author of "The Book of Satoshi," delves into the elusive identity of Bitcoin's creator, Satoshi Nakamoto. He reveals how Satoshi's writings shape our understanding of cryptocurrency and discusses fascinating theories on Satoshi's identity and motivations. Champagne also contrasts Bitcoin's value against gold and critiques traditional banking views. He shares intriguing insights about Bitcoin’s evolution, touching on its potential for personal security and the economic principles that continue to challenge conventional thought.

In this engaging discussion, Jeff Booth, author of "The Price of Tomorrow" and tech entrepreneur, dives into the paradox of inflation and deflation. He argues that technology drives deflation, emphasizing the need for global monetary policies that embrace this shift. Booth critiques outdated economic strategies, highlighting how they exacerbate debt issues. He explores smart investing in tech-driven businesses and addresses the implications of low-interest rates for consumers. The conversation unveils a future shaped by innovation and profound financial changes.

Nancy Davis, a renowned expert in volatility markets and portfolio construction, shares her insights on inflation hedging strategies. She discusses key indicators for determining inflation trends and how to leverage volatility markets effectively. Nancy explains the basics of bond convexity and explores innovative ETF products that outperform traditional methods like TIPS. The conversation also touches on the complexities of current fiscal policies and the implications of rising rates on investment strategies, emphasizing the need for diversification in uncertain economic times.

James Lavish, a finance and macroeconomics expert, delves into the U.S. debt spiral, discussing its unsustainable levels and implications for the economy. He highlights the Federal Reserve's tough position amidst rising interest rates and increasing treasuries. The conversation touches on the current economic crisis in Europe, the hesitancy of institutional investors regarding Bitcoin, and Japan's calmer treasury market. Lavish also clears up misconceptions about Bitcoin amid economic challenges, showcasing its potential resilience and future role.

Cullen Roche, an expert in inflation and deflationary trends, shares his insights on the current economic landscape. He discusses why moderate inflation is expected in the coming years and argues that deflation is more likely than hyperinflation. Roche examines the importance of money velocity for inflation and its implications for retirement planning. He highlights how to integrate inflation expectations into investment strategies and evaluates what a deflationary world might entail, providing listeners with thought-provoking economic perspectives.

Parker Lewis and Will Cole, both Bitcoin thought leaders from Unchained Capital, discuss the fascinating relationship between Bitcoin and the energy sector. They explore how Bitcoin mining can drive energy demand and the implications of ESG practices on investments. The duo emphasizes the importance of secure Bitcoin custody and the risks associated with 'paper Bitcoin.' They also touch on innovative ways to purchase Bitcoin and the impact of rising interest rates on the economy, advocating for self-custody and a free-market approach to energy.