We Study Billionaires - The Investor’s Podcast Network

Brian Feroldi, an expert covering healthcare and technology for The Motley Fool, joins the discussion with insights on achieving financial wellness before diving into investing. He shares his practical investing checklist and the 11 essential criteria for selling stocks effectively. The conversation touches on the importance of assessing a company's leadership and the nuances of position sizing, all while emphasizing the value of consistent investing habits. Tune in for tips on refining your investment strategy!

In this engaging conversation with Bill Barhydt, founder of the digital investment app Abra, listeners dive into the transformative potential of Bitcoin. Bill shares his early experiences with Bitcoin and the vision behind building a Bitcoin bank. The discussion touches on the complex regulatory landscape affecting digital assets and the rising trend of institutional investments. He also explores the importance of proof of reserves in exchanges and the innovative loan models at Abra, underscoring the need for transparency and understanding in the crypto space.

Tobias Carlisle, an expert value investor and host of The Acquirers Podcast, dives into intriguing market insights. He discusses why he sees value in U.S. homebuilders like PulteGroup amid their cyclical nature. The conversation shifts to Alibaba, exploring its business model and the impact of recent regulatory changes. Carlisle also examines inflation's deceptive measures and its implications for investment strategies. With a focus on long-term valuation, he breaks down opportunities within Alibaba's ecosystem and the competitive landscape in tech.

In this discussion, Anthony Scaramucci, founder of Skybridge Capital, delves into the future of finance, sharing insights from his vast experience in investment management. He argues that the traditional 60/40 stock-bond portfolio is outdated, suggesting innovative strategies that include digital currencies and growth stocks. He examines how the latest infrastructure bill could reshape institutional perspectives on Bitcoin. Scaramucci emphasizes resilience in investing, driven by personal stories and macroeconomic trends shaping today’s financial landscape.

Dr. Adam Back, co-founder of Blockstream and a renowned figure in cryptography, teams up with Samson Mow, Blockstream's Chief Strategy Officer and a key voice in Bitcoin mining. They discuss the revolutionary Blockstream Modular Mining Unit, tapping into excess energy for Bitcoin mining, and the performance of the Blockstream Mining Note. The episode also covers innovations in the Lightning Network, evolving wallet technologies, and the impact of Bitcoin in the gaming industry. Their insights illuminate the future of Bitcoin mining and finance.

Jim Collins, a renowned researcher and author of influential books like "Good to Great," joins the discussion. He delves into the essence of greatness in companies, emphasizing the characteristics of Level 5 leaders and the pivotal role of resilience. Collins explains the 'flywheel effect' and how sustained success comes from consistent efforts, rather than just breakthroughs. He also shares insights on the significant impact of luck in business success, highlighting the importance of seizing fortunate moments and cultivating meaningful connections.

In this conversation with Jeremy Grantham, co-founder of GMO and legendary investor, he shares his insights on recognizing market bubbles and preparing for inevitable corrections. He critiques the Federal Reserve's track record in managing economic downturns while discussing the potential of green venture capital to address environmental issues and provide investment opportunities. Grantham emphasizes the precarious state of the current financial landscape, along with strategies for navigating future market challenges.

The discussion dives into why traditional financiers often misunderstand Bitcoin, exposing barriers and misconceptions. Topics like unit bias and the two models for valuing Bitcoin shed light on its potential. The hosts explore how Bitcoin’s value is influenced by social media and the speculative attacks on fiat currencies. Future halving events and the stock-to-flow model are also examined, showcasing Bitcoin’s unique status as a value protocol that contrasts with traditional assets. Scarcity's role in historical evolution highlights Bitcoin's significant economic ramifications.

Investment expert Cullen Roche returns to share his profound insights on inflation. He breaks down what inflation really means and dispels common misconceptions. Cullen discusses how consumer expectations drive inflation and whether current trends are temporary. He dives into how inflation impacts real estate prices and the regional differences that exist. Additionally, he shares investment strategies for thriving in an inflationary environment, including the benefits of debt and real assets, offering a comprehensive guide for navigating financial markets.

In a thought-provoking discussion, Polina Pompliano, founder of The Profile newsletter, shares insights from her interviews with the world’s most successful individuals. She delves into five mental models that underpin achievement across fields. Polina also introduces the 'maker vs manager' schedule, enhancing productivity for creativity. Listeners learn about psychological tactics like third-person self-talk to improve confidence and the value of embracing discomfort in personal growth. A fascinating exploration of mindset and resilience awaits!