We Study Billionaires - The Investor’s Podcast Network

Discover the art of cloning strategies from legendary investors like Warren Buffett and Charlie Munger to enhance your own investment approach. Unpack the nuances of contrarianism and whether it's an innate trait or can be learned. Explore the significance of simplicity and quality in financial decision-making, alongside the emotional intelligence necessary for navigating uncertainties. Dive into the value of building win-win relationships and the profound impact of close-knit communities on personal growth.

In a lively discussion, Adam Seessel, founder of Gravity Capital Management and author, shares insights from his extensive investment career. He delves into intrinsic value's role in evaluating Big Tech, providing updated perspectives on Alphabet and Amazon post his 2022 book. Adam also reveals how to navigate the AI wave while avoiding inflated valuations. He highlights Progressive Insurance's successful strategies in the auto market, emphasizing the importance of adapting traditional principles to current tech-driven dynamics.

Join Sam Callahan, a Bitcoin expert, as he unpacks the latest in the Bitcoin landscape, including BlackRock's call for a 2% allocation and Marathon Digital's innovative mining strategies. He explores how Bitcoin is positioning itself as digital gold and discusses its geopolitical implications, particularly regarding BRICS and U.S. policies. Sam also shares valuable health tips, emphasizing the importance of diet and resistance training for a balanced lifestyle. Tune in for a blend of finance and wellness insights!

Annie Duke, an expert in decision-making, joins to share insightful strategies for long-term investing. She discusses the crucial need to filter out market noise and focus on what truly matters. Duke emphasizes the importance of embracing disconfirming evidence to enhance decision-making. The conversation touches on the impermanence of business success, the necessity of ongoing learning, and the value of building trust and reliability in investments. Expect an engaging discussion filled with practical advice for savvy investors!

Explore today's bullish market conditions and the anticipated rise to all-time highs. Discover how inflation impacts investment strategies, highlighting hard assets like gold and Bitcoin. Delve into the psychological biases that can affect decision-making, and learn about the endowment effect's influence on portfolio management. Reflect on the lessons from a beloved classic on investing and how inversion can guide both financial and personal growth. Don't miss insights on upcoming events during the vibrant Berkshire weekend!

Joe Carlasare, a legal expert, shares sharp insights on Bitcoin’s regulatory hurdles. Jeff Ross, a macroeconomic whiz, analyzes the potential impact of Trump's re-election on cryptocurrency policies and the global economic trends influencing Bitcoin. Comedian American HODL adds a humorous twist to discussions on Bitcoin's price surge to $96,000 and the strategic reserve proposals from various countries. They explore institutional adoption and corporate strategies, highlighting how these factors could reshape the crypto landscape.

Dive into the fascinating life of Charlie Munger and discover how his investment philosophy aligns with Benjamin Graham’s teachings. Learn about the transformative power of dedicating just an hour a day to deep thinking. Explore Munger's pivotal legal career lessons and the significance of working with like-minded individuals. Uncover his thoughts on concentrated portfolios, the joys of owning high-quality businesses, and the serendipitous lack of a grand plan at Berkshire Hathaway, all peppered with insights from his storied journey.

Discover the intriguing strategies that propelled Warren Buffett's early success, achieving a stunning 23.8% return compared to the Dow's 7.4%. Delve into his transformative investment in the Philadelphia and Reading Railroad, where he saw hidden value in a struggling company. Uncover Buffett's bold bet on Disney in 1966, and his calculated investment in American Express after the notorious Salad Oil Scandal. This episode brilliantly illuminates Buffett's unique philosophies and pivotal moments that shaped his legendary career.

Jack Mallers, CEO of Strike, shares his insights on the ever-changing Bitcoin landscape. He discusses the potential of Bitcoin as a strategic reserve and the implications of the US government's rumored $2 billion deposit. The conversation touches on regulatory challenges like Operation Chokepoint 2.0, advancements in the Lightning Network, and the seamless integration of Bitcoin with fiat spending. Mallers also highlights Strike's new feature turning Bitcoin into a working capital account, showcasing its impact on corporate treasury strategies.

Stig Brodersen, an investment expert, alongside Hari Ramachandra, an insightful investor and blogger from BitsBusiness.com, and Tobias Carlisle, dive into market dynamics. They discuss Warren Buffett's $300 billion cash pile and explore stock picks like Occidental Petroleum and Alpha Metallurgical Resources. Hari champions Occidental for its strong positioning in the energy sector, while Toby highlights the value potential in metallurgical coal. They also tackle challenges in value investing and the complexities of the gaming industry, providing a wealth of strategic insights.