We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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Mar 17, 2021 • 57min

BTC017: Bitcoin Onchain Analytics & Timing w/ Charles Edwards (Bitcoin Podcast)

Join Charles Edwards, quant investor and creator of the Hash Ribbons trading metric, as he dives into the intriguing world of Bitcoin. He discusses how to value Bitcoin, the significance of hash ribbons, and macro factors influencing the market. Edwards explains the concept of contango trade and evaluates Bitcoin's price floor in relation to energy costs. He also shares top investment lessons, the emerging tail risks of Bitcoin, and insights into the cryptocurrency's future amidst economic uncertainty.
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Mar 14, 2021 • 55min

TIP340: Hedge Funds, SPACs, and Chocolate w/ Jason Karp

In this engaging conversation, Jason Karp, the founder of HumanCo and former quant at hedge funds like SAC Capital, shares his unique journey from hedge fund management to health and wellness entrepreneurship. He discusses the booming opportunities in health sectors and demystifies SPACs, explaining why they're capturing attention in finance. Karp also reflects on his personal challenges in the high-pressure world of investing, highlighting the impact of mental health in the industry. Plus, he shares insights from his family's successful chocolate brand, Hu.
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Mar 10, 2021 • 1h 8min

BTC016: Bitcoin Super-Cycle w/ Dan Held (Bitcoin Podcast)

In this engaging discussion, Bitcoin OG Dan Held shares his insights drawn from a rich history in the crypto space, including his work with Kraken and early Silicon Valley meetups. He elaborates on Bitcoin's potential super-cycle, the opportunities presented by stablecoins, and the cryptocurrency's role as a digital store of value. Dan also tackles the challenges of non-financial blockchain applications and dives into Bitcoin's evolving security model as reliance shifts from block rewards to transaction fees. A fascinating look into the future of finance!
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13 snips
Mar 7, 2021 • 1h 4min

TIP339: Common Sense Investing w/ Joel Greenblatt

Trey Lockerbie chats with Joel Greenblatt, a legendary investor and professor at Columbia University. They delve into Greenblatt's investment philosophy and the balance between concentrated and diversified portfolios. He shares insights on position sizing, emphasizing risk management in investment decisions. The conversation also touches on the impact of low interest rates on stocks and the importance of knowing your circle of competence. Greenblatt's recent book 'Common Sense' is highlighted as a guide for practical investing.
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Mar 3, 2021 • 1h 1min

BTC015: Bitcoin Peer to Peer Decentralized Lending w/ Max Keidun from Hodl Hodl (Bitcoin Podcast)

In this engaging discussion, Max Keidun, the Founder of Hodl Hodl and an expert in decentralized finance, dives into the dynamics of peer-to-peer Bitcoin lending. He contrasts it with centralized lending, explaining the significance of a multisig escrow system. The risks of borrowing from unknown parties, the role of loan-to-value ratios, and how Hodl Hodl navigates regulatory constraints are all explored. Max also touches on the impact of central bank digital currencies on Bitcoin and the future landscape of decentralized lending, emphasizing user knowledge and innovation.
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Feb 28, 2021 • 58min

TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey

The discussion dives into the surprising resilience of the stock market amid pandemic challenges. Experts analyze the implications of low interest rates and rising commodity values. There's a spotlight on emerging markets and strategic portfolio positioning. Insights include the impact of recent stimulus measures and the varying recovery in the US and Asia. The potential of undervalued areas like Russia and Turkey is explored, along with the evolving nature of retail trading and the importance of diversification in today’s market.
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13 snips
Feb 24, 2021 • 1h 11min

BTC014: Bitcoin Mining and Energy w/ Marty Bent and Harry Sudock (Bitcoin Podcast)

Marty Bent, a Bitcoin mining and energy expert and founder of Great American Mining, teams up with fellow expert Harry Sudock in this engaging conversation. They dive into crucial topics like the misconception that China controls Bitcoin mining and how the network enhances productivity by reducing methane flaring. The duo discusses the potential for Bitcoin to reshape the power grid and the profitability of mining vs. just investing in Bitcoin. They also touch on innovative residential mining solutions, powering a greener future.
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Feb 21, 2021 • 60min

TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle

Ian Formigle, Chief Investment Officer at CrowdStreet with 24 years in real estate, shares vital insights on navigating commercial real estate. He discusses how COVID-19 transformed valuation metrics and trends, shining a light on the best cities to invest in. Ian highlights the importance of geography, fiscal stimulus effects, and evolving consumer habits in shaping the market. He also emphasizes opportunities in repurposing underperforming properties and the potential recovery of the hospitality industry post-pandemic.
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Feb 17, 2021 • 1h 4min

BTC013: Bitcoin Lending & Borrowing w/ Blockfi's Zac Prince & Mark Yusko (Bitcoin Podcast)

Zac Prince, CEO of BlockFi, and Mark Yusko, a major investor at Morgan Creek Capital, dive into Bitcoin lending and borrowing. They discuss how collateralization works and the risks involved, shedding light on BlockFi's strategies for safeguarding deposits. The conversation also explores the impact of institutional lending, market volatility, and the importance of robust risk management. Prince gives his perspective on future lending rates, while Yusko shares insights on the evolving cryptocurrency landscape and the potential of new financial innovations.
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12 snips
Feb 14, 2021 • 57min

TIP336: Mental Models Used by Billionaires w/ Sahil Bloom

Sahil Bloom, Vice President at a Private Equity Firm and popular finance commentator, shares his insights on mental models used by billionaires. He emphasizes first principles thinking, drawing on examples from Elon Musk and Warren Buffett to inspire independent investment strategies. The discussion covers the importance of second-order thinking, financial literacy, and the power of compounding. Sahil also addresses the balance of confidence and luck in investing, all while highlighting the need for early investment to maximize financial outcomes.

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