We Study Billionaires - The Investor’s Podcast Network

Jeff Ross, a former doctor turned hedge fund manager and founder of Vailshire Capital Management, shares his journey from medicine to finance. He discusses the implications of economic tightening on investments and why understanding credit growth is crucial. Jeff also explores Bitcoin's potential as a safe haven during economic downturns. He highlights the importance of adapting investment strategies in a shifting macroeconomic landscape and examines the Grayscale Bitcoin Trust's valuation challenges amidst regulatory scrutiny.

Scott Nations, author of "A History of the United States in Five Crashes," dives deep into the significant stock market crashes from 1907 to 2010. He highlights how today's FED policies echo those leading to the 1929 crash. Nations illustrates the 1987 decline of 22.6% in just one day and critiques the 2008 financial incentives that led to a massive market failure. He warns that future crashes may resemble the rapid 2010 flash crash rather than past events, emphasizing the unpredictable nature of market dynamics.

Tobias Carlisle, a seasoned value investor and portfolio manager, teams up with Hari Ramachandra, an insightful investor and blogger, to delve into the latest investment trends. They discuss why William Sonoma is a hidden gem and why Hari believes Coinbase is undervalued in the crypto space. The duo also debates the merits of gold versus Bitcoin, analyzing their roles in wealth preservation and navigating the complexities of today’s market. Their insights provide a fresh perspective on strategic investing!

Jimmy Soni, author of "The Founders," dives deep into the fascinating world of the PayPal Mafia, featuring iconic figures like Elon Musk and Peter Thiel. He shares the humble beginnings of PayPal and its unique culture that fostered innovation. Listeners will hear gripping tales of the company's challenges and the crucial meeting that ignited its success. Soni also discusses the balance of luck and accountability in entrepreneurship, highlighting how this group's collaborative ethos continues to shape the tech industry today.

In this discussion, Mark Moss, a specialist in monetary history and cycles, offers invaluable insights into today's financial landscape. He examines how peak centralization is influencing market dynamics and shares his thoughts on the significance of Proof of Work in this evolution. The conversation also dives into BitMEX's acquisition of a historic German bank, regulatory challenges, and the potential of decentralized currencies like Bitcoin. Moss further elaborates on the intersections of NFTs, smart contracts, and the future of wealth optimization through Bitcoin.

Explore how to strategically invest with limited downside while maximizing upside. Discover the art of profiting from spin-offs and the science behind risk arbitrage and merger securities. Learn the intricacies of call options, and delve into the value of understanding corporate restructuring and its effects on stock perceptions. Gain insights on investing in bankruptcy stocks and the importance of careful financial analysis. Engage with advanced strategies that combine options with value investing for enhanced portfolio management.

Joe Percoco, Co-founder and Co-CEO of Titan, shares insights from his journey in finance, including lessons from McKinsey and Goldman Sachs. The conversation dives into Titan's mission to democratize high finance for millennials, who are facing significant wealth disparities. Joe discusses innovative investment strategies tailored for new investors, stressing the importance of financial education. He also highlights mentorship lessons that guide his operational framework and strategies for building successful financial teams.

Logan Allin, Managing General Partner and founder of Fin, shares his insights into the rapidly evolving fintech industry. He discusses how the pandemic has accelerated B2B SaaS tailwinds and the burgeoning opportunity for financial data transitioning to the cloud. Logan offers strategic advice for fintech founders, reflecting on the challenges posed by recent market volatility. He also evaluates SOFI’s stock performance, drawing from his experience as a former VP there, and highlights the importance of clear metrics in assessing SaaS companies.

Luke Gromen, a macroeconomic expert known for his insights into global markets, dives into the complexities of the current economic landscape. He sheds light on the dollar's trajectory and China's shifting monetary policy, raising concerns about potential energy crises linked to water scarcity. Gromen explains how currency exchange rates could exacerbate interest rate impacts and discusses the repercussions of a possible petrodollar system collapse. He also shares thoughts on Bill Miller's substantial Bitcoin investment, hinting at the intertwining of traditional and crypto markets.

Dive into the world of value investing with insights from Seth Klarman's impactful book. Discover the stark differences between genuine investment and speculation, and critique traditional financial metrics that can mislead. Navigate the complexities of managing financial portfolios while countering market biases. Explore strategies for handling low-interest environments, emphasizing the balance between short and long-term bonds. The conversation stresses the importance of maintaining cash reserves and a value-driven approach to mitigate risks.