We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen welcomes Guy Spier, a revered value investor and author of "The Education of a Value Investor." They discuss harnessing envy as a motivational tool and the need to evolve beyond outdated investment beliefs. Guy shares his views on Bitcoin and how struggles in life translate to success in investing. He emphasizes the importance of authenticity and integrity, urging listeners to prioritize ethical contributions and meaningful relationships over mere financial gains.

Eddy Elfenbein, founder of Crossing Wall Street and portfolio manager of a successful ETF, shares his insights on investing. He reveals his curated 'buy list' of 25 stocks for 2022 and the stringent criteria for selection. Eddy discusses the emotional aspect of rebalancing portfolios and highlights companies like Aflac as potential gems. The conversation dives into current economic trends, including the paradox of low unemployment amid workforce shrinkage, and strategies for navigating market volatility with long-term investment focus.

Stephan Livera, a leading voice in Bitcoin technology and advocate for Austrian economics, shares his transformative journey into the Bitcoin world. He highlights the crucial aspects many overlook about Bitcoin's technology and discusses the innovative Lightning Network. Free from censorship, he dives into regulatory challenges and the future of stablecoins on Bitcoin. Stephan also expresses concerns about potential vulnerabilities and the importance of self-custody, emphasizing Bitcoin's ability to reshape finance.

Dive into Tony Robbins' transformative insights on financial independence and the myths surrounding money management. The discussion highlights the key traits of billionaires and their commonalities, showcasing invaluable advice for success. Discover the importance of informed long-term investments and the misconceptions around mutual funds. The conversation also critiques gold investments versus equities, while emphasizing the role of lifelong learning in achieving wealth. Finally, explore how philanthropy can enrich both financial success and personal fulfillment.

In this engaging discussion, Daniel Lacalle, a Ph.D. economist and fund manager, shares his insights on the economic landscape. He delves into the differences between the US and Eurozone economies, revealing the challenges each faces. Conversations about inflation highlight distinct calculation methods and local implications. Lacalle also critiques the ESG sector, addressing greenwashing risks and lack of regulation. Plus, discover the growing role of cryptocurrencies and how they could reshape financial systems, presenting new opportunities for investors.

Christopher Leonard, an investigative journalist and author of bestselling books like "Kochland," dives into the intricacies of the American economy. He explores Charles Koch’s rise to billionaire status and his company’s controversial operating system. The conversation also delves into the Federal Reserve’s role since the 2008 financial crisis, critiquing its policies and their long-term impacts. Leonard highlights dissenting voices like Thomas Hoenig, who opposed the Fed's strategies, revealing how these decisions have contributed to economic disparities and challenges.

Nic Carter, a venture capitalist and prominent voice in the Bitcoin space, shares his insights on the fundamental health of Bitcoin amidst global economic challenges. He discusses the impact of political dynamics on digital assets, highlighting developments in Myanmar and the Chivo Wallet in El Salvador. Nic delves into the centralization of Bitcoin mining, critiques Ethereum’s evolving identity, and addresses recent comments from Jack Dorsey on Web 3.0. Additionally, he explores the implications of inflation and the shifting landscape of financial markets.

Ray Dalio, the founder of Bridgewater Associates and author of 'Principles,' shares transformative insights into achieving personal and financial success. He discusses the delicate balance of wanting anything but not everything in life. Listeners learn about his 5-step goal-setting process and the idea that 15 uncorrelated bets can lead to investment success. Dalio emphasizes the importance of radical transparency, learning from mistakes, and fostering strong relationships for personal growth and organizational effectiveness.

Ray Dalio, founder of Bridgewater Associates and author of "Principles," shares his insights on the shifting global power dynamics. He warns of a potential decline for the U.S. and highlights China's rise. Dalio discusses the drawbacks of cash and bonds, advocating for diversification and the potential of Bitcoin as an inflation hedge. He emphasizes the importance of being radically truthful, shares lessons from personal loss, and underscores how meditation has bolstered his resilience. His optimistic view on evolution provides hope for navigating future challenges.

Howard Marks, a renowned value investor and founder of Oaktree Capital, discusses the intricacies of price and valuation in the current market. Jeremy Grantham, known for his contrarian views, analyzes the Federal Reserve's role and market bubbles. Morgan Housel shares insights on hyperinflation and its implications, while Jim Collins emphasizes the importance of strong management teams in navigating business challenges. Together, they unravel the complex dynamics of inflation, investment risk, and high-growth companies.