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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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Jun 2, 2024 • 1h 15min

TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom

Robert Hagstrom discusses Warren Buffett's early investing mistakes, GEICO's insurance float, the power of low turnover portfolios, viewing stocks as abstractions, Warren Buffett's long-term thinking, modern portfolio theory, focusing on certainties in investing, and more.
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May 31, 2024 • 1h 2min

TIP634: Value Investing Fundamentals w/ John Huber

John Huber discusses value investing fundamentals, base hit investing strategies, and market conditions. He shares insights on stock returns, identifies potential bubbles like Costco, and reveals his criteria for investing in companies. Huber talks about finding opportunities in the current market, managing concentrated positions, and the importance of a long feedback loop in investing decisions.
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May 29, 2024 • 60min

BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

Luke Gromen, a macro economist, discusses the Fed/Treasury cap on USD, UST yields, housing inflation metrics, transmission interconnection backlog, $1.8 trillion housing stimulus, key commodities like copper and uranium, Japan treasury market, stablecoins impact on dollar's utility, and how these factors could influence Bitcoin.
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May 26, 2024 • 2h 24min

RWH045: Real Success w/ Christopher Tsai

Christopher Tsai, President of Tsai Capital, shares insights on Tesla as his top investment, underestimation of disruptive technologies, and lessons from his celebrity fund manager father. He discusses habits for success, mentorship from Peter Kaufman and Charlie Munger, and why he avoids investing in China.
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May 24, 2024 • 59min

TIP633 : What I Learned from Chris Mayer w/ Clay Finck

Chris Mayer, author of 100 Baggers, shares insights on cloning investing strategies, characteristics of 100 Baggers, lessons from his book 'How Do You Know?', and his secret to long-term compounding success.
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May 22, 2024 • 54min

BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil

Abubakar Nur Khalil, Bitcoin Core Contributor, discusses Bitcoin's progress in Africa, regulation in Nigeria, Btrust achievements, Recursive Capital's mission, challenges faced, optimistic future outlook for Bitcoin in 2024. Highlights include grassroots adoption, energy dynamics in Africa, investing in Bitcoin and blockchain technology in the region.
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May 19, 2024 • 1h 20min

TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

Investment experts Tobias Carlisle and Hari Ramachandra discuss Burberry, Playtika, and ICICI Bank. Topics include economic conditions, bull/bear cases for stocks, Playtika valuation, and Indian banking sector growth. Insights on luxury industry, market cycles, and investment opportunities in India.
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May 17, 2024 • 55min

TIP631: The Bullish Energy Cycle w/ Arvind Sanger

Arvind Sanger discusses investment opportunities in energy, metals, and mining, focusing on the cyclical nature of the energy industry, China and India's role in energy markets, AI's impact on energy demand, essential metals for sustainable energy, bullish outlook on uranium, and potential breakthrough technologies in the energy sector.
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May 15, 2024 • 1h 10min

BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast)

Join Joe Carlasare, American Hodl, and Jeff Ross as they discuss the ETH ETF delay, Roger Ver's tax issue, Bitcoin halving effects, Japan's FX intervention, and the White House's stance on SAB121. They analyze market trends, US ETF interactions, legal strategies, and privacy technology implications in the crypto space.
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May 12, 2024 • 58min

TIP630: The Wealthy Gardener w/ Kyle Grieve

Author and wealth expert, Kyle Grieve, discusses wealth topics like time optimization, avoiding wage slavery, embracing challenges, making sacrifices, financial goal setting, debt dangers, and more in 'The Wealthy Gardener' podcast episode.

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