We Study Billionaires - The Investor’s Podcast Network

Brad Stone, Senior Executive Editor for Global Technology at Bloomberg and bestselling author, shares insights on Amazon's monumental growth and failures, including the Fire Phone. He discusses the evolving leadership style of Jeff Bezos, highlighting both its strengths and weaknesses. The conversation also touches on Amazon's adaptability during the pandemic and changing consumer behaviors. Stone further reflects on the company's future challenges and its profound impact on society, particularly regarding blue-collar workers and urban economic opportunities.

Join Ben Claremon and Eugene Robin from Cove Street Capital as they dive into the intense competition in the satellite broadband field. Claremon highlights how Viasat may be undervalued compared to its rival, SpaceX's Starlink. The duo examines Viasat's robust government contracts and upcoming technologies poised to reshape connectivity, especially in underserved regions. They also discuss exciting innovations like potential Starlink integrations with Tesla. Tune in for insights on the future of space and investment strategies!

Jack Mallers, founder and CEO of Strike, discusses his groundbreaking work in El Salvador where Bitcoin has become legal tender. He shares insights on the innovative user experience for Strike users and the push towards near-zero exchange fees for purchasing Bitcoin. Mallers explains how these low fees could disrupt existing exchanges and talks about expanding Strike's reach to other countries. The conversation highlights Bitcoin's potential for financial inclusion and transformation in traditional payment systems.

Trey Lockerbie chats with Robert Hagstrom, Chief Investment Officer and bestselling author known for his expertise on Warren Buffett's investing strategies. They delve into the evolution of Buffett’s 'money mind,' highlighting its importance in achieving investment success. Hagstrom shares insights from his experiences alongside Bill Miller, the significance of temperament in investing, and the contrast between traditional businesses and modern network-driven enterprises. Expect revelations about effective valuation strategies and Buffett's adaptability in a dynamic investing landscape.

Andrew Walker, a portfolio manager at Rangeley Capital with expertise in SPACs, joins for a deep dive into the complexities of investing. They discuss the allure and challenges of SPACs, highlighting Bill Ackman's innovative unicorn approach. The conversation ventures into the high-stakes merger of Discovery and Warner and the dramatic collapse of Archegos, revealing key lessons for investors navigating this volatile landscape. Andrew's insights provide a unique perspective on the intersection of media and finance, making for an enlightening listen.

Tuur Demeester, founder of Adamant Capital and a Bitcoin advocate since 2012, dives into the evolving cryptocurrency landscape. He discusses why he chose to embrace privacy amid rising fame, the major shifts in Bitcoin since 2017, and the implications of China's mining regulations. Tuur contrasts Bitcoin with Ethereum's proof of stake model and explores Bitcoin's role in lending, emphasizing its stability as collateral. He also examines adoption trends and the potential for generating returns in the growing Bitcoin ecosystem, revealing insights into the future of finance.

In this engaging discussion, Carter Malloy, the CEO of AcreTrader, shares his insights into farmland investing as a powerful strategy against inflation. He highlights the $9 trillion asset class's stability, especially as demand for agricultural land grows. Malloy discusses the risks involved, including climate change disruptions and market dynamics. He emphasizes the importance of thorough research and innovative platforms that democratize farmland investment for all. The conversation is both enlightening and timely amid rising global food demands.

In this engaging discussion, Ross Gerber, CEO of Gerber Kawasaki and a savvy investor known for his insights on Fintwit, dives into the evolving landscape of finance. He shares his successful Tesla trade and analyzes Nvidia's critical role in the intersection of tech and climate change. Gerber highlights the emerging opportunities in vice industries like cannabis and gambling, while also addressing how retail investors are reshaping traditional advisory methods. His background in music brings a creative flair to his investing philosophy, emphasizing flexibility and innovation.

In this engaging discussion, Jason Williams, an entrepreneur and founder of PRTI, shares his journey from selling his first company for $300 million to leading innovative ventures in sustainable tire recycling and Bitcoin mining. He dives into the challenges of scaling a business nationally, the intricacies of effective leadership, and insights into Bitcoin mining operations. Jason explores China's hash rate migration, El Salvador's cryptocurrency landscape, and offers invaluable advice for budding Bitcoin enthusiasts, making a compelling case for this evolving industry.

Tobias Carlisle, founder of Acquirer's Fund, discusses the dynamics of value investing cycles. Jake Taylor from Farnam Street Investments shares his approach to crafting a free MBA curriculum and navigating market downturns. Dr. Wes Gray, founder of Alpha Architect, emphasizes the tax advantages of ETF investing. They also touch on the undervaluation of Franklin Covey and the psychological aspects of investing, providing insights into maintaining discipline in volatile markets while managing risk effectively.