We Study Billionaires - The Investor’s Podcast Network

Plan B, an anonymous Bitcoin analyst renowned for his stock-to-flow model, shares intriguing insights about the macroeconomic landscape and its influence on Bitcoin. He discusses the potential failure of his model, regional trends in proof-of-work mining, and when countries might adopt Bitcoin more broadly. The importance of ETFs and the impact of Lightning Network adoption also feature prominently. Plus, listeners can't help but wonder: will Plan B ever reveal his identity?

In this engaging conversation, Trung Phan, a financial writer for The Hustle, shares insights from his recent interview with legendary investor Stanley Druckenmiller. He discusses the value of concentrated investments versus diversification, emphasizing emotional resilience in adapting strategies. Trung also dives into the real estate challenges faced by Evergrande and the geopolitical tensions around Taiwan's semiconductor industry, highlighting the intertwining of finance and global politics.

Tavi Costa, a partner and portfolio manager at Crescat Capital specializing in precious metals, joins the discussion to share his insights on the current macroeconomic climate. He explains the four pillars of inflation and how they impact wealth distribution. Tavi highlights lucrative opportunities in gold, silver, and palladium, emphasizing their potential as hedges against inflation. He also delves into the risks of deglobalization, particularly concerning China, and guides listeners on navigating investment strategies in the precious metals market.

In this engaging conversation, Parker Lewis, an expert in Bitcoin and Head of Business Development at Unchained Capital, shares insights on the evolving landscape of Bitcoin legislation and why he advocates for deleting Facebook. He delves into current supply chain issues, the implications of the debt ceiling, and the potential impact of Bitcoin ETFs. Parker emphasizes the importance of self-custody for Bitcoin holders and discusses the risks of Bitcoin lending, urging a reevaluation of financial strategies in our changing economic climate.

Lyn Alden, an investment expert renowned for her insights on global portfolio building and inflation protection, joins the discussion. She reveals how to effectively gauge equity markets and rank investment attractiveness. Delving into TIPS, she highlights their pros and cons for various investors. Alden also discusses the valuation of the USD and predicts market trends in China and India. Listeners learn about protecting assets against inflation, along with strategies for navigating currency exposures in a diversified global portfolio.

David Gardner, Chief Investment Officer at The Motley Fool, is known for his contrarian investment strategies. He discusses how to identify rule-breaking companies and the importance of optionality as a future success indicator. Gardner shares a unique 25-point system for assessing risk in stocks. He also delves into the concept of Conscious Capitalism, advocating for purpose-driven businesses that benefit all stakeholders—an approach that resonates with younger generations seeking meaningful investments.

BTC Sessions, a YouTube educator specializing in Bitcoin, shares his journey into cryptocurrency. He explains the importance of running a full node for personal sovereignty and how it enhances the Bitcoin experience. The conversation delves into the Lightning Network’s role in enabling instant transactions and the practical aspects of opening channels. BTC Sessions also discusses tools for layer 2 applications and expresses excitement for innovations like the Lightning Pool, emphasizing user-friendly solutions for all Bitcoin enthusiasts.

David Stein, former chief investment strategist with deep insights into Chinese markets, discusses the current state of Chinese stocks and their historical valuations. He explains why some investors, like Charlie Munger, remain bullish while others express caution. Stein delves into China's staggering debt issues, particularly highlighting Evergrande, and the potential for market collapse. The conversation also addresses regulatory challenges for tech giants like Alibaba and the implications of China's new currency, offering critical investment strategies for navigating this complex landscape.

Trey Lockerbie chats with Edwin Dorsey, the investigative mind behind 'The Bear Cave,' renowned for exposing unethical corporate practices. They delve into practical tools for identifying suspicious companies and discuss Dorsey's impactful work, including the Care.com scandal. The conversation also covers the misleading practices of Root Insurance and the importance of consumer satisfaction metrics in evaluating corporate performance. Dorsey shares strategic insights on uncovering hidden value in stocks and emphasizes the critical role of leadership integrity in investment decisions.

Luke Gromen, a financial expert and author known for his macroeconomic insights, dives deep into the current state of the global economy. He discusses whether we've run out of steam economically and unpacks the real stories behind rising inflation. Gromen shares his thoughts on China’s Evergrande crisis and its global ripple effects. He also critiques U.S. financial leadership's short-term focus and explores the evolving role of Bitcoin in today's market. Gromen's unique perspectives on debt and investment strategies offer fascinating insights for keen listeners.