We Study Billionaires - The Investor’s Podcast Network

In this discussion, Jim Cullen, CEO of Schaefer Cullen Capital Management, shares insights from his 50 years in investing. He draws parallels between today's market and past downturns, emphasizing the importance of value investing in volatility. Cullen breaks down his disciplined approach and advocates for high dividend stocks, suggesting they'll outperform soon. He also highlights lessons learned throughout his career and shares personal experiences that shaped his investment philosophy.

In this enlightening discussion, Greg Foss, a macroeconomics expert, joins forces with James Lavish, Jason Sansone, and Sebastian Bunney, co-founders of the Looking Glass Education Platform. They delve into the impacts of yield curve control on global currencies and Japan's CDS market. The group discusses Bitcoin’s rising significance amid inflation and explores why Fidelity's interest in Bitcoin is pivotal. They emphasize the importance of financial education to help individuals navigate complex economic landscapes and advocate for increased Bitcoin adoption worldwide.

William Green, author of "The Great Minds of Investing," shares his insights on the philosophical aspects of investing. He discusses how friendships can enhance investment journeys and explores emotional dynamics faced by investors and hedge fund managers. The conversation highlights the importance of mental resilience, authentic strategies, and balance between intuition and analysis. Green also emphasizes the role of self-awareness and philanthropy in achieving true success, revealing how these elements shape successful investment philosophies.

Dr. Ryan Yermus, a medical doctor and co-founder of Field Trip, shares insights on the emerging field of psychedelic treatments. He discusses the potential of psychedelics for addressing mental health issues like depression and PTSD. Elon Musk weighs in on his Twitter takeover, Tesla’s innovative business strategies, and the future of energy initiatives. The conversation also explores the importance of psychedelics in modern psychiatry, highlighting their transformative effects on mental well-being and clinical practices.

Mary Childs, author of "The Bond King" and co-host of NPR's Planet Money, delves into the life of Bill Gross, the pioneer of bond trading and founder of PIMCO. She highlights Ed Thorpe's early influence on Gross and how they navigated the financial crisis while forging a unique bond with the government. The conversation also covers the dramatic events leading to Gross's decline at PIMCO, including a pivotal miscalculation and the personal challenges he faced, painting a vivid picture of the complexities behind 'The Bond King'.

In this engaging discussion, Shaun Connell, an energy executive from Lancium, shares his unique perspective on Bitcoin's transformative role in the energy sector. He reveals how Bitcoin adoption is accelerating within the grid's infrastructure and the overall reactions from energy company executives. Shaun explains the financial implications for energy companies and how Bitcoin can bolster grid stability. He also dives into the influence of energy prices on Bitcoin's value and the potential for integrating mining into energy business models.

In this discussion, Bill Miller, a legendary investor who beat the S&P 500 for 15 consecutive years, shares his insights on market dynamics. He emphasizes how plunging prices signal opportunities to buy, especially in tech. Miller dives into his substantial investments in Amazon and Bitcoin, highlighting his unique perspective on cryptocurrency compared to Buffett. He expresses optimism for a stock market rebound and discusses the potential of Chinese tech stocks. Throughout, he reflects on handling emotional pressure during downturns and what he values most in his investment career.

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, an insightful investment analyst, for a deep dive into market dynamics. They discuss the promising business model of Domino's Pizza, emphasizing its adaptability despite challenges. Hari expresses bullishness on Meta, exploring its advertising innovations and future in the Metaverse. The duo also touches on the intricate balance of selecting asset managers and the importance of aligning interests, providing listeners with valuable investment insights and strategies.

Brent Johnson, founder of Santiago Capital and creator of the 'Dollar Milkshake Theory,' shares his insights on the strengthening dollar and global finance. He explains why holding US assets is a strategic advantage and discusses the alarming drop of the Japanese Yen to 40-year lows. Brent highlights how high energy costs amplify economic challenges and warns of the worst-case scenario of stagflation. He also evaluates the performance of precious metals, offering fresh perspectives for investors navigating today's complex financial landscape.

In this discussion, Joe Carlasare, a commercial litigator specializing in cryptocurrencies, Jeff Ross, a former doctor turned hedge fund manager focused on Bitcoin, and Jay Gould, a savvy investor in the crypto space, tackle pressing financial topics. They dissect the chaotic fallout from the Luna collapse, explore Bitcoin's potential as a hedge against traditional market instability, and evaluate upcoming regulatory challenges, including the SEC's stance on a Spot ETF. Their insights provide a tantalizing glimpse into the evolving crypto landscape.