We Study Billionaires - The Investor’s Podcast Network

Join Jeremy Grantham, co-founder of GMO and market expert, as he shares his bold predictions for the economy. He discusses the possibility of prolonged high interest rates and warns of a market reminiscent of the stagflation era. Grantham highlights the alarming scarcity of essential resources like lithium and copper amid technological advancements, and stresses the urgency of addressing climate change through innovative solutions. Listeners will gain insights on navigating today's economic landscape and the strategic investments of the future.

Steven McClurg, a fixed-income expert, shares insights on the Federal Reserve’s policies and their implications for the bond market and financial landscape. He explains how banks’ dependency on credit duration and the inverted yield curve affect market dynamics. Steven discusses the intricacies of Bitcoin ETFs and the SEC's hesitance in approving them. He also addresses the Eurodollar system's impact on global finance and what to anticipate regarding oil prices, highlighting the evolving role of banks in housing investments.

In this enlightening discussion, Daniel Goleman, a world-renowned expert on emotional intelligence, shares insights drawn from his extensive research. He highlights how meditation can reshape the brain and enhance emotional stability. Goleman emphasizes the risks of making decisions under stress and the importance of self-awareness in managing emotions. He recounts lessons learned from influential figures like George Soros and shares practical techniques, including breathing exercises and mindfulness apps, to improve focus and emotional resilience.

Adam Seessel, author of "Where the Money Is: Value Investing in the Digital Age," shares his insights on modern investing. He discusses why value investors must rethink high-growth tech investments and critiques GAAP's approach to tech companies, arguing it fails to capture their true potential. Adam introduces his BMP checklist for assessing businesses and emphasizes the significance of 'Earnings Power.' He highlights managerial quality and innovative metrics that redefine how we evaluate investments in today's digital landscape.

Obi Nwosu, a board member of Btrust and founder of the UK's Coinfloor, shares his journey in the Bitcoin world. He discusses insights from running a major exchange, emphasizing transparency, trust, and user needs. The conversation delves into the Fedimint Protocol, a decentralized custody solution that enhances privacy and security for Bitcoin users. Obi envisions a future where this technology empowers financial inclusion and supports self-custody, especially in regions with infrastructure challenges.

Reid Hoffman, the billionaire co-founder of LinkedIn and a key figure in Silicon Valley, shares his invaluable insights on blitzscaling and networking. He discusses the dynamic ecosystem of Silicon Valley that promotes rapid growth and innovation. Hoffman emphasizes the significance of leveraging networks for job opportunities and highlights how financing and distribution can be as crucial as the product itself. His perspective on the balance between product quality and effective distribution offers a fresh lens on success in today’s tech landscape.

Matt Spielman, Founder and CEO of Inflection Point Partners, shares his expertise in coaching high-profile clients, including Alex Rodriguez. He reflects on the coaching legacy of Bill Campbell and what billionaires seek in a coach. The conversation emphasizes the importance of self-definition of success and introduces Matt's unique Game Plan System for personal growth. They also clarify the key differences between coaching and therapy, highlighting the need for a compatible coach-client relationship in achieving meaningful goals.

Lawrence Lepard, an expert in commodities and Bitcoin, dives deep into the current economic turmoil affecting businesses today. He shares insights on aggressive monetary policies and their potential fallout, especially for commodities and the stock market. The conversation extends to Bitcoin's price manipulation and its future in an unstable economy. Lepard also explores Russia's geopolitical motives, the bond market's credibility, and practical advice for those on fixed incomes, making a compelling case for alternative financial strategies.

Join Guy Spier, a renowned value investor and author of 'The Education of a Value Investor,' as he shares insights on navigating ADHD and the importance of structuring life around a clear mission. He discusses thoughtful practices like writing your own obituary and nurturing meaningful relationships for personal and professional growth. Spier emphasizes the value of kindness, the surprising power of radical truthfulness, and the significance of compounding goodwill in both business and life.

In this engaging discussion, Guy Spier, a renowned hedge fund manager and author, shares his journey shaped by his family's loss during the 1930s. He emphasizes the need for investors to recognize the instability of markets and discusses why he avoids Bitcoin and gold in favor of productive assets. Spier explores 'destination analysis' as a valuable tool for investment, highlighting the importance of aligning strategies with personal values. With insights on the economic high ground and the necessity of sizing bets correctly, he underscores the significance of authenticity in investing.