We Study Billionaires - The Investor’s Podcast Network

In this episode, Howard Lindzon, a hedge fund manager and entrepreneur, shares his unique perspective on investing. He argues that the stock market is rigged, urging listeners to treat investing like a game. Howard emphasizes investing in companies you love, drawing inspiration from Peter Lynch, and introduces his intriguing '8 & 80 rule.' He discusses the power of social media in trading, particularly through platforms like StockTwits. Most importantly, Howard encourages cultivating joy in investing, proving that it can be both profitable and fulfilling.

Sven Henrich, a global macro analyst and investor known for his astute market insights, shares his evolving views on Bitcoin and the economic landscape. He examines the central banks' tightening policies, questioning if they'll hold until a crisis ensues. Sven also discusses the rapid rise in interest rates and its implications on market stability. His insights into technical analysis reveal the complexities of navigating investments today, making a compelling case for Bitcoin's future in our changing economy.

Lyn Alden, a financial analyst renowned for her expertise in macroeconomics and commodities, shares profound insights into the evolving nature of money. She discusses the historical causes of currency debasement and the intricate relationships between fiat money and warfare. Alden also highlights Japan's unique economic challenges compared to the U.S. and Europe. Listeners learn about the implications of government debt, the role of gold as a stable value, and the lessons history offers for navigating inflationary periods.

Jim O'Shaughnessy, an investing pioneer and quant legend, shares his profound insights on the evolution of investment strategies. He discusses the '4 horsemen of the investing apocalypse' and how traditional metrics like GDP are losing relevance in today's market. Jim highlights the importance of a rational, probabilistic mindset amidst volatility while unveiling innovative financial strategies, including Bitcoin's potential in retirement savings. He also reflects on the invaluable lessons learned from his philanthropic grandfather, emphasizing the weight of family legacy in investment decisions.

Join James Lavish, a finance and macroeconomics expert, as he dives into the complexities of Japan's yield curve control and its impact on global markets. He discusses the rapid financial shifts in crypto, emphasizing Bitcoin's stability amid tumultuous conditions. Lavish also addresses the cooling housing market and inflation trends, pondering if it has peaked. You'll hear insights on the geopolitical implications of BRICS nations considering a new currency to challenge the US dollar and the importance of financial education in understanding these dynamics.

Explore Sam Walton's timeless tenets for business success, from customer engagement to innovative marketing strategies. Discover how Amazon adapted lessons from Walmart's disruptive retail tactics. Uncover the significance of employee feedback and maintaining a collaborative culture in driving company growth. The discussion also delves into Berkshire Hathaway's leadership dynamics and the enduring competitive edge of its founders. Get ready for insights that blend entrepreneurship with valuable investment wisdom!

Lauren Templeton, founder and president of Templeton & Phillips Capital Management, shares insights from her great-uncle, Sir John Templeton, a pioneer of behavioral finance. She discusses key moments in his career and the family's investment philosophies shaped by resilience and contrarian thinking. The conversation dives into navigating market volatility and the importance of accepting imperfection in investment decisions. Lauren also offers her perspective on optimal investing during periods of pessimism, blending art and science in strategic decision-making.

Vitaliy Katsenelson, CEO of Individual Portfolio Management and author known for his contrarian investment insights, dives deep into today's market dynamics and the philosophy of Stoicism. He shares strategies for cultivating better habits and balancing active investing with personal growth. Katsenelson also draws parallels between investing and creativity, emphasizing the importance of mastering one’s craft. Finally, he outlines his equation for a meaningful life, blending lessons from artists and personal experiences.

Pablo Fernandez, a software developer with expertise in decentralized identity and the Lightning Network, dives into the transformative world of Web5 and Jack Dorsey's vision. He discusses how decentralized identifiers empower users and contrasts them with traditional online identities. The conversation covers the potential of the Lightning Network for broader Bitcoin adoption and the importance of personal data ownership. Pablo also tackles the misunderstandings in Bitcoin development and envisions a future where everyone could run their own full nodes, promoting a decentralized ecosystem.

Discover how control can supercharge motivation in teams and why accountability is crucial for enhancing performance. Explore General Electric’s innovative mix of SMART and stretch goals to fuel productivity. Dive into the art of decision-making with probabilistic thinking and learn how creative setbacks can actually lead to breakthroughs, as seen in Disney's 'Frozen'. Finally, navigate the complexities of managing financial windfalls tailored to individual investor goals.