We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
74 snips
May 14, 2025 • 59min

BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast)

Andy Edstrom, a traditional financial investing expert, dives deep into Bitcoin's impact on corporate finance. He discusses how Michael Saylor views Bitcoin as a lifeline for struggling companies and explores the strategic evolution of Bitcoin treasury allocations. Edstrom outlines MicroStrategy's innovative financial strategies and the risks associated with Bitcoin-backed leverage. Additionally, he highlights Wall Street's shifting perspective on Bitcoin investments and evaluates the emerging role of institutional players in a rapidly changing landscape.
undefined
83 snips
May 11, 2025 • 1h 19min

TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve

Warren Buffett, the legendary Chairman and CEO of Berkshire Hathaway, shares his insights alongside Clay Finck and Kyle Grieve after the annual shareholders meeting. They discuss Buffett’s retirement announcement and how his management style contrasts with successor Greg Abel’s. The trio dives into the significance of surrounding oneself with supportive individuals and the art of timing in investment decisions. They also explore Berkshire's recent moves in Japan and what to consider when investing in emerging markets, emphasizing a balanced approach of patience and swift action.
undefined
140 snips
May 9, 2025 • 1h

TIP720: Investing Against The Tide

Discover the contrarian investing approach of Anthony Bolton, who stresses the power of sentiment analysis and robust research. The discussion highlights key traits of successful fund managers and the strength found in incomplete knowledge. Learn simple methods for evaluating portfolio conviction and what to do when investments falter. The importance of assessing business risk through bond prices and the value of managerial insights are also explored. Plus, Bolton shares three major mistakes and the lessons they imparted on his investing journey.
undefined
29 snips
May 7, 2025 • 55min

BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast)

Parker Lewis, author of "Gradually, Then Suddenly" and Bitcoin advocate, dives into Bitcoin's pivotal role in the global economy. He highlights Texas's legislative efforts to support Bitcoin mining and energy grid reliability. The conversation explores Zaprite’s innovations for seamless Bitcoin payments and the potential for Bitcoin to become a global reserve currency. They also tackle the implications of CBDCs and emphasize Bitcoin as a unique monetary standard, positioning it as essential in navigating today's financial landscape.
undefined
223 snips
May 4, 2025 • 1h 11min

TIP719: Investing and Life Lessons w/ Mohnish Pabrai

In this engaging conversation, Mohnish Pabrai, a renowned value investor and managing partner of Pabrai Investment Funds, shares his insights on investing and philanthropy. He discusses how investors can think like business owners and emphasizes the importance of learning from mistakes without overanalyzing them. Mohnish also reflects on the true connection between wealth and happiness, and the necessity of trust in business. He highlights the power of compounding in both investing and personal growth, wrapping up with thoughtful insights from his philanthropic journey.
undefined
92 snips
May 2, 2025 • 1h 2min

TIP718: Buffett & Munger Unscripted by Alex Morris

Dive into the timeless wisdom of Buffett and Munger! Discover why they believe all investments hold value and their disdain for complex models. Learn the traits that define great businesses and the art of capital allocation. Explore how temperament outweighs intelligence in investing decisions. Delve into their thoughts on share buybacks versus dividends and understand why quality management is crucial. Plus, hear how critical choices drove Berkshire's success and the role of index funds in your investment journey!
undefined
64 snips
Apr 30, 2025 • 52min

BTC232: Bitcoin Allocation in a Changing Monetary Standard w/ Jim Crider (Bitcoin Podcast)

Jim Crider, a savvy financial planner known for his insights into real estate and hedging strategies, dives into how Bitcoin investors can adapt in a shifting economic landscape. He discusses the sustainability of Bitcoin's rally and the implications of global growth downturns on personal finance. Crider delves into portfolio diversification techniques, highlighting the importance of timing and strategic planning. He also touches on the estate planning aspects tied to Bitcoin, urging listeners to prioritize their future wealth while navigating today's financial uncertainties.
undefined
144 snips
Apr 27, 2025 • 1h 21min

TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran

Chris Bloomstran, a legendary investor from Semper Augustus, shares his expertise on valuing Berkshire Hathaway. He discusses the importance of trust in investing, echoing Warren Buffett's principles. Bloomstran challenges listeners to consider owning 10-year treasuries over the S&P 500 in the coming decade. The conversation dives deep into Berkshire's culture and business model, revealing its intrinsic value and potential for future returns. He also touches on the impact of inflation on capital expenditures and the significance of Buffett’s legacy in value investing.
undefined
78 snips
Apr 25, 2025 • 1h 4min

TIP716: The Power of Customer Obsession: Amazon’s Secret Weapon w/ Kyle Grieve

Discover the DNA behind Amazon's success as Kyle Grieve reveals how Jeff Bezos's childhood brilliance shaped the company. Explore the evolution of customer trust through user reviews and the game-changing impact of one-click ordering on loyalty. Learn about the origins of Amazon Prime and its effects on customer retention. Delve into how AWS transformed cloud computing and how Amazon's aggressive strategies helped it acquire competitors. Uncover the secrets of Bezos's 'customer obsession' and its role in building a dominant business.
undefined
66 snips
Apr 23, 2025 • 58min

BTC231: Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein (Bitcoin Podcast)

Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, discusses Bitcoin's surprising role in the fight for human rights. He explains why self-custody is vital for financial freedom and how grassroots movements are challenging established power dynamics. The talk highlights Bitcoin's uses in humanitarian efforts during crises and its ability to disrupt corrupt systems. Gladstein also examines the impact of rising financial surveillance and reflects on the lack of awareness regarding global monetary injustice in the West.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app