We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
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.
undefined
Feb 10, 2021 • 1h 10min

BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast)

In this engaging discussion, Plan B, a prominent contributor to Bitcoin analysis known for his stock-to-flow model, joins Willy Woo, an expert in on-chain analysis. They delve into crucial trends driving the current market, like the maturation of derivatives and the implications of central bank digital currencies (CBDCs). The duo shares their insights on the impact of Tether, Bitcoin's price dynamics post-halving, and the transformative potential of the Lightning Network. Their contrasting pricing models offer fascinating perspectives on Bitcoin's future amidst evolving market conditions.
undefined
Feb 7, 2021 • 1h 7min

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

Tobias Carlisle, a value investor and author, teams up with Hari Ramachandra, an insightful investor and blogger, to dissect the current financial landscape. They discuss whether equities might merely be temporary safe havens and explore innovative strategies for value and momentum investing. Their lively debate includes examining the resilience of certain stocks, the surprising potential of ARK Fintech Innovation, and the impact of government policies on market dynamics. Tune in for engaging insights amid economic uncertainty!
undefined
Feb 3, 2021 • 1h 5min

BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast)

Andy Edstrom, author of "Why Buy Bitcoin?" and a money manager focused on Bitcoin investments, shines a light on the regulatory hurdles fund managers face when advising clients on cryptocurrency. He discusses the ideal portfolio size for Bitcoin and tackles common fears surrounding its investment. The conversation dives into the rising interest in Bitcoin ETFs and the potential impact of its integration into traditional finance. Edstrom also shares insights on how corporate attitudes toward Bitcoin are shifting, signaling a broader acceptance in investment strategies.
undefined
Jan 31, 2021 • 55min

TIP334: Disruptive Innovation w/ Cathie Wood

Cathie Wood, CEO and CIO of ARK Invest, shares her insights on disruptive innovation, showcasing how ARK's ETFs have significantly outperformed the market. She discusses how market valuations often overlook innovation, the role of Wright's Law in forecasting future returns, and the five key areas of disruption ARK focuses on. Wood also delves into the transformative impact of technologies like AI and gene editing, and emphasizes the importance of trust in business through innovative compliance tools. This lively conversation is packed with forward-thinking investment strategies!
undefined
Jan 27, 2021 • 1h 12min

BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)

Nik Bhatia, a CFA charter holder and finance professor, dives into the fascinating history of money, tracing its evolution from the Florentine Mint to Bitcoin. He discusses counterparty risk in banking and the revolutionary concept of layered money. Bhatia shares insights on Bitcoin regulation, the implications of central bank digital currencies, and the transformative potential of the Lightning Network. He also contemplates what could make him change his stance on Bitcoin and reflects on the dynamic nature of the government’s relationship with cryptocurrency.
undefined
Jan 24, 2021 • 59min

TIP333: Trend Following w/ Niels Kaastrup-Larsen

Niels Kaastrup-Larsen, a seasoned hedge fund veteran and founder of Dunn Capital, dives into the world of trend-following investment strategies. He discusses the resilience of these strategies amid the unique volatility of 2020, showcasing their adaptability in unexpected market conditions. Niels highlights the importance of diversification, automated trading systems, and how trend following remains effective even in a low-interest-rate environment. He also introduces innovative risk assessment metrics, providing a fresh perspective on managing portfolio risk.
undefined
Jan 20, 2021 • 1h 25min

BTC009: Bitcoin Engineering w/ Core Developer Jimmy Song (Bitcoin Podcast)

In this discussion, Jimmy Song, a core Bitcoin developer and author, dives into the intricate world of Bitcoin engineering. He sheds light on how updates are generated, tested, and the critical role of full node operators versus miners. The conversation delves into pressing topics like the risks of 51% attacks and the looming threat of quantum computing. Additionally, Jimmy shares insights on the innovative Taproot upgrade and its impact on privacy, along with the evolving landscape of Bitcoin mining and its future challenges.
undefined
Jan 17, 2021 • 1h

TIP332: Long-Term Investing w/ Tom Gayner

In this conversation, Tom Gayner, Co-CEO of Markel Corporation and a legendary investor known for his long-term value strategies, shares his insights on the art of investing. He discusses how a frugal lifestyle can lead to fulfillment and explains his thoughts on index funds. The dialogue emphasizes the importance of ethical partnerships and cultivating a harmonious investment approach, likening it to music. Tom also illustrates why a long-term investment philosophy often trumps short-term gains, drawing valuable lessons from historical investment decisions.
undefined
Jan 13, 2021 • 1h 19min

BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)

Lyn Alden, an investment strategist known for her macroeconomic insights, and Luke Gromen, an author and financial researcher, dive deep into the current state of commercial real estate and the impact of small businesses on the economy. They explore Bitcoin's gradual adoption and its financial implications, alongside discussions about Tether's volatility and Ethereum's evolving landscape. The duo unpacks corporate strategies around Bitcoin and the complexities of decentralization in today's financial world, all while eyeing potential future market trends.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app