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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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Dec 5, 2021 • 56min

TIP402: Investing Mastermind Q4 2021

Join Tobias Carlisle, founder of Acquires Fund and value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray of Alpha Architect as they delve into the world of investing. The trio discusses the implications of ESG investing on capital costs and ethical considerations. They also explore the shift of international investments, emphasizing diversification beyond U.S. markets. Additionally, they touch on timeless investment principles and strategies for maintaining value investing amidst market fluctuations. Tune in for a rich exchange of insights!
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Dec 3, 2021 • 1h 5min

TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr.

Chris DeMuth Jr., founder of Rangeley Capital and SPAC investment expert, dives into the transformative SPAC merger between DMY Technologies and Planet Labs. He discusses how a diverse SPAC portfolio can be a safe harbor for cash and the vital role of Private Investments in Public Equity (PIPEs). The potential of Planet Labs is highlighted as it aims to revolutionize earth imaging through satellite technology, promising exciting financial implications for investors. DeMuth's insights also reveal the current SPAC landscape's unique opportunities for savvy investors.
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Dec 1, 2021 • 1h 20min

BTC054: A Sovereign Bitcoin Bond in El Salvador w/ Adam Back & Samson Mow (Bitcoin Podcast)

Adam Back, a pioneer in Bitcoin development, and Samson Mow, a key player in the El Salvador Bitcoin bond initiative, delve into the groundbreaking Bitcoin bond in El Salvador. They discuss how the bond ties to citizenship and offers unique investment perks. Listeners will learn about expected returns, regulation challenges, and why this bond might appeal over direct Bitcoin ownership. They also explore the ambitious Bitcoin City project and the innovative financial landscape shaping El Salvador's economy.
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Nov 28, 2021 • 52min

TIP400: Mastermind Q4 2021

Tobias Carlisle, a seasoned value investor and portfolio manager, and Hari Ramachandra, a tech-savvy investor and blogger, dive into the intricacies of the stock market. Carlisle shares his optimism about undervalued stocks like Lockheed Martin and discusses the pitfalls of angel investing. Ramachandra champions Verizon’s potential amidst the tech surge, emphasizing the importance of a balanced investment approach, while they both dissect GoDaddy's unique position in the tech landscape. Get ready for insights that blend finance with strategy!
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Nov 26, 2021 • 1h 4min

TIP399: The Real Life Tony Stark w/ Josh Wolfe

Join Josh Wolfe, Managing Partner of Lux Capital and dubbed the real-life Tony Stark, as he explores futuristic technologies and investment opportunities. He discusses his experiences alongside Bill Gates and delves into the future of nuclear energy and the significance of space manufacturing. Wolfe also shares insights on 3D printing, quantum computing, and the evolving landscape of virtual reality, weighing what’s genuinely innovative versus overhyped. Get ready to glimpse a world shaped by cutting-edge science and technology!
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Nov 24, 2021 • 1h 24min

BTC053: Bitcoin Derivatives & On-Chain Data with Will Clemente & Dylan LeClair (Bitcoin Podcast)

Will Clemente, a savvy Bitcoin on-chain analyst, and Dylan LeClair, a Bitcoin Magazine writer focused on derivatives, dive deep into the intricacies of Bitcoin. They explore how young enthusiasts are harnessing technology to master crypto quickly. The duo discusses the role of derivatives in Bitcoin's price volatility, insights into market trends, and the behavior of short versus long-term holders. They also tackle misunderstood aspects of on-chain data that can indicate market tops. Their engaging dialogue emphasizes community and learning in navigating the crypto landscape.
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18 snips
Nov 21, 2021 • 1h 45min

TIP398: Wisdom from the Greatest Investors w/ William Green

Join William Green, author of "Richer, Wiser, Happier," as he shares invaluable lessons from legendary investors. He reveals which of Charlie Munger's recommended books stands out, and discusses the importance of having an inner scorecard. Green debates concentration versus diversification in investing, considering how Buffett and Munger’s legacy will endure. He also introduces Matthew McLennan, an impressive investor with a unique background, and emphasizes the need to align investments with personal values for a fulfilling financial future.
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Nov 19, 2021 • 1h 2min

TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

Brent Johnson, Founder of Santiago Capital, is known for his provocative Dollar Milkshake Theory, which posits that the dollar could strengthen during a currency crisis. He discusses how this theory has evolved since COVID-19, the significance of supply shocks on the dollar, and provides a watch range for the DXY. The conversation also dives into the performance of Bitcoin and other assets amid changing monetary policies, and the implications of potential financial resets and geopolitical dynamics on investments.
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Nov 17, 2021 • 1h 12min

BTC052: A Hyper-Bitcoinized World w/ Jeff Booth (Bitcoin Podcast)

In this lively discussion, Jeff Booth, bestselling author and tech innovator, delves into the potential for a Bitcoin standard to reshape our economic landscape. He explores the implications of central banks' policies amidst liquidity crises and envisions a future with diminished debt. The conversation also touches on the evolving roles of Bitcoin in businesses and how financial literacy could empower communities. Booth predicts significant changes in equity valuations and discusses the potential unification of the world under Bitcoin.
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6 snips
Nov 14, 2021 • 58min

TIP396: China and the Macro Impact w/ Kyle Bass

Kyle Bass, founder of Hayman Capital Management and known for his foresight in the 2008 financial crisis, dives into the complex world of macroeconomic investing. He discusses alarming trends in China’s economy, including concerns over real estate and demographics. Bass advocates for farmland investments as a hedge against inflation and explores the implications of China’s new central bank digital currency. He also critiques Bitcoin amidst regulatory challenges and highlights the potential spike in oil and natural gas prices.

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