We Study Billionaires - The Investor’s Podcast Network

Tobias Carlisle, founder of Acquirers Fund and deep value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray, a quantitative investing specialist, dive into the holy grail of investing. They discuss the importance of diversification across uncorrelated assets, the impact of passive investing, and the psychological discipline needed for success. The trio critiques commission-free trading platforms like Robinhood, exploring their risks and implications for novice investors, while emphasizing the role of trends and unique strategies in today’s market.

In this discussion, David Sherman, founder and president of CrossingBridge Advisors, shares his expertise on high-yield corporate debt, emphasizing responsible credit strategies. He delves into short-duration investing and the complexities of bond pricing, highlighting the risk-reward dynamics of this often-overlooked asset class. David also explores the role of SPACs and the importance of thorough due diligence in assessing investment opportunities, while intertwining discussions on ESG factors and innovative investment platforms in the corporate debt landscape.

In this chat with Matt Odell, a prominent Bitcoin privacy advocate, he delves into the critical importance of maintaining personal sovereignty in a world dominated by large social media firms. Matt shares his journey into Bitcoin and presents compelling arguments on Bitcoin's privacy advantages over other digital assets. He discusses the nuances of the Lightning Network and the essential role of user-friendly privacy tools. Finally, he weighs in on the biggest threats to Bitcoin’s success and how mining is evolving in today's landscape.

David Schawel, CIO of Family Management Corporation, discusses navigating investment opportunities amid market uncertainties. He shares his experiences starting his career during the global financial crisis and provides insights into the current banking landscape. Schawel highlights surprising market metrics from 2021 and emphasizes a holistic approach to investing in resilient companies like Adyen and Google. Plus, he offers valuable stock recommendations that reflect a forward-thinking strategy in today's volatile environment.

Greg Isenberg, a growth advisor to TikTok and venture partner at Indicator Ventures, dives into the fascinating world of the Metaverse and Web3. He discusses the evolution of economic models and the importance of community-driven platforms like Reddit. Greg shares insights on how financial literacy can be gamified to engage users, the unique investment opportunities in the digital landscape, and the potential of NFTs to reshape commerce. He also emphasizes the need for a diversified approach to investing in this rapidly changing environment.

In this engaging discussion, Mike Alfred, an entrepreneur and crypto data analyst, shares his journey from skepticism to becoming a Bitcoin advocate. He dives into how he values Bitcoin mining companies, the evolving Wall Street perspectives on Bitcoin, and the significance of El Salvador’s developments in the global economy. Mike also highlights common pitfalls entrepreneurs face and emphasizes the importance of understanding market dynamics, operational execution, and geographical advantages in maximizing Bitcoin’s investment potential.

In this engaging discussion, billionaire investor Howard Marks shares his insights on navigating the complex world of investing. He emphasizes the minimal focus investors should place on macro factors and the balance needed to manage risk without attempting to time the market. Marks delves into contemporary topics like Bitcoin, bonds, and interest rates, while sharing timeless wisdom about the distinction between price and value. He even reveals the ideal portfolio he wishes to pass on to his grandchildren, offering a glimpse into his long-term investment philosophy.

Ben Mezrich, bestselling author known for works like "The Accidental Billionaires," dives into the wild world of the GameStop phenomenon and meme stocks. He shares his writing process and influences while exploring the dynamic battle between retail traders and Wall Street elites. The conversation touches on the psychology of young investors, the ethical dilemmas of platforms like Robinhood, and the power of community in challenging financial norms. It’s a captivating narrative filled with high stakes and humor, showcasing how technology shapes society.

Join financial analyst Lyn Alden as she dives into the world of supply chains and their effects on the economy. Discover the causes behind semiconductor shortages and the retreat of globalization. Lyn explains why inflation isn’t uniform around the globe and shares her insights on personal consumption spending amidst market changes. The discussion also touches on how infrastructure investments will shape future markets. It's an engaging exploration of complex financial dynamics and the interconnectedness of today’s economy.

Arif Karim, a Sr. Investment Analyst at Ensemble Capital with an MIT economics degree, shares insights on Netflix's thriving business model. He discusses the unique 'flywheel effect' driving subscriber growth and how Netflix has strategically positioned itself against giants like HBO and Disney. Arif elaborates on the company's innovative customer-centric culture, investment strategies, and future profitability goals. He also touches on valuation metrics and competitive dynamics that bolster Netflix's edge in a saturated market.