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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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Jun 26, 2024 • 59min

BTC188: Claude Shannon and Information Theory with Jimmy Soni (Bitcoin Podcast)

Author Jimmy Soni discusses Claude Shannon's revolutionary work in information theory and its impact on modern technology. They explore Shannon's concepts like entropy and their relevance to Bitcoin and blockchain. The episode also touches on tech pioneers from Soni's book 'The Founders' and how Shannon's interdisciplinary approach inspired innovation.
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Jun 23, 2024 • 2h 2min

RWH046: A New Golden Age w/ Bob Robotti

Bob Robotti, a seasoned investor, discusses the 'new golden age' for active investors, high inflation expectations, and the resurgence of Old Economy businesses. He shares insights on globalization shifts, energy-intensive US companies, and positioning for a global energy crisis. Robotti also reflects on mentorship, lessons learned from his wife and father, and the enriching experience of helping young people.
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Jun 21, 2024 • 1h 7min

TIP639: Buffett's Favorite Business Book w/ David Fagan

David Fagan, managing partner at MBF Chartered Professional Accountants, discusses Don Keough's book on business failure. Topics include risk-taking, trust, intuition, and optimism in business, with insights from Coca-Cola's success. The conversation explores the importance of flexibility, perception, and learning from failures to achieve long-term success in business operations.
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Jun 19, 2024 • 54min

BTC187: Home Heating and Bitcoin Mining w/ Alex Busarov (Bitcoin Podcast)

Alex Busarov, founder of Heatbit, discusses combining Bitcoin mining with home heating and air purification. He talks about the challenges in developing Heatbit devices, the 'heating-by-computing' principle, environmental impact of traditional mining, and the vision for decentralized mining.
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Jun 16, 2024 • 1h 3min

TIP638: Gold w/ Lyn Alden

Investment expert Lyn Alden discusses why gold hit an all-time high, the role of central banks in gold purchases, emerging economies' gold balance sheets, potential benefits of a gold standard, and the allocation of gold in portfolios. They also touch on paper gold vs. physical gold, the cost of gold, and discounts for bulk purchases.
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Jun 14, 2024 • 1h 2min

TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

Clay Finck discusses Jeff Bezos' shareholder letters, highlighting Bezos' customer-centric approach, capital allocation strategies, and value creation for Amazon shareholders. They delve into Amazon's growth, resilience during market volatility, and the importance of long-term goals in decision-making.
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Jun 12, 2024 • 57min

BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)

Investigative journalist Matthew Lysiak discusses fiat food policies, influential figures like Ancel Keys, corporate interests, nutrient density, CPI accuracy, monetary shifts, and the impact of inflation on health. He also explores how Bitcoin can change the current food and health landscape.
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Jun 9, 2024 • 53min

TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck

Billionaire investor Li Lu discusses his early life, investment philosophy, and key principles. He shares insights on investing in China and Alphabet. Li Lu's journey from value to quality investing, Circle of Competence, and successful investments are also highlighted.
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Jun 5, 2024 • 1h 21min

BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast)

Bitcoin experts Andrew Edstrom and Jesse Myers discuss the shift in political attitudes towards Bitcoin, the merging of AI training and Bitcoin mining, potential synergies between AI and Bitcoin, and the future impact of AI integration on Bitcoin mining efficiency.
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Jun 2, 2024 • 1h 15min

TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom

Robert Hagstrom discusses Warren Buffett's early investing mistakes, GEICO's insurance float, the power of low turnover portfolios, viewing stocks as abstractions, Warren Buffett's long-term thinking, modern portfolio theory, focusing on certainties in investing, and more.

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