We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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Jan 10, 2021 • 1h 5min

TIP331: Inflation w/ Cullen Roche

Cullen Roche, an investment expert known for his insights on Pragmatic Capitalism, dives deep into inflation and the economy's current landscape. He challenges the common notion that money supply expansion leads directly to inflation. Roche discusses strategies to protect portfolios in uncertain times and explores the rationale behind stocks trading at 50x earnings. The conversation also sheds light on the complexities of bond investing and the evolving macroeconomic environment, making for a thought-provoking listen for investors.
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Jan 6, 2021 • 54min

BTC007: Bitcoin Disrupting Payment Clearing Houses w/ Jack Mallers (Bitcoin Podcast)

Jack Mallers, Founder and CEO of Strike, dives into the revolutionary potential of Bitcoin as a payment system. He explains why the Lightning Network is crucial for fast and cheap transactions, transforming the way we think about payments. The conversation also tackles Bitcoin's role in supporting the unbanked, particularly in places like El Salvador. Additionally, Mallers discusses innovative solutions like an app that enables athletes to receive payments in Bitcoin, showcasing the currency's potential in combating inflation and reshaping personal finance.
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Jan 3, 2021 • 1h 27min

TIP330: Warren Buffett - w/ Lawrence Cunningham

In this engaging discussion, Lawrence Cunningham, an author and Professor of Law at George Washington University, delves into the unique traits that set Warren Buffett apart from average investors. He shares insights on identifying quality investments and distinguishing effective management. The conversation also touches on the future of Berkshire Hathaway post-Buffett and explores whether it is currently undervalued. Additionally, Cunningham discusses common investing mistakes, emphasizing the importance of business choice over simply overpaying for great companies.
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Dec 30, 2020 • 1h 3min

BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

Brent Johnson, founder of Santiago Capital Management and a macroeconomics expert, delves into the current financial landscape and Bitcoin's role within it. He discusses the dominance of scare assets and emphasizes the importance of position sizing in investments. Brent highlights risks associated with Bitcoin, including market volatility and concentrated ownership. The conversation also critiques central banks' influence on economic inequality and explores Bitcoin's future potential amid evolving financial dynamics.
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8 snips
Dec 27, 2020 • 54min

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

In this enlightening discussion, guests John Huber, Tobias Carlisle, and Wes Gray share their immense expertise in value investing. Huber highlights the pitfalls of picking the wrong business, while Carlisle offers insights on adapting to evolving market environments. Gray discusses the cyclical nature of markets, emphasizing the importance of risk management and self-awareness in investment strategies. They reflect on personal growth in investing, sharing lessons learned and advice for younger investors on navigating financial landscapes with confidence.
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Dec 23, 2020 • 2h 32min

BTC005: Bitcoin & Michael Saylor - A Masterclass in Economic Calculation (Bitcoin Podcast)

Michael Saylor, Founder and CEO of MicroStrategy, shares his deep insights on Bitcoin and the evolving economic landscape. He explains how he defines inflation and articulates the benefits of including Bitcoin on balance sheets. Saylor discusses the strategic use of convertible debt for acquisitions and predicts a ripple effect in corporate investment. He critiques traditional economic metrics and emphasizes the importance of reevaluating them in the digital age, positioning Bitcoin as a key asset in navigating financial risks.
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Dec 20, 2020 • 1h 10min

TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)

Join financial experts Alex Shahidi, who has over 20 years in investment management, and Damien Bisserier, a former Bridgewater Associates strategist. They delve into balanced portfolio allocation and risk parity, emphasizing its resilience across economic climates. Discover how to create a balanced portfolio that minimizes correlations, learn from billionaire Ray Dalio’s strategies, and rethink traditional investment wisdom for better long-term outcomes. Plus, insights on the importance of constructive feedback in achieving growth!
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Dec 16, 2020 • 1h 15min

BTC004: Bitcoin Tech & Future Growth w/ Blockstream's Samson Mow (Bitcoin Podcast)

Samson Mow, Chief Strategy Officer at Blockstream and CEO of Pixelmatic, dives into the evolution of Bitcoin technology. He discusses the early days of Blockstream and the pivotal fork wars that shaped Bitcoin's future. Mow elaborates on Bitcoin's transaction value per second, the significance of the Lightning Network, and innovative projects like Blockstream satellites. He also touches on the development of Liquid and the intersection of gaming and Bitcoin, providing an insightful glimpse into where he believes Bitcoin is headed in the next five years.
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Dec 13, 2020 • 49min

TIP327: COVID-19, Vaccine, and the US Economy - w/ Ed Harrison (Business Podcast)

Ed Harrison, editor at Real Vision TV, shares his insights on global market conditions and the escalating debt crisis. He discusses the potential for a double-dip recession and how the U.S. might efficiently manage its public debt. Ed highlights the implications of fiscal policies under Janet Yellen's leadership and warns of the weakening dollar due to U.S.-China decoupling. With massive money printing at play, he encourages investors to adapt their strategies amidst rising inflation and shifting investment dynamics.
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Dec 9, 2020 • 1h 8min

BTC003: Bitcoin & A Deflationary World w/ Jeff Booth (Bitcoin Podcast)

Jeff Booth, author of "The Price of Tomorrow" and notable figure in the Bitcoin space, dives into Bitcoin's transformative potential for the global economy. He discusses innovations like the Lightning Network and what a deflationary world could mean for real estate and stock markets. Booth also examines the implications of homeownership in such an economy and why adapting to these shifts is crucial. He sheds light on how Bitcoin might reshape financial systems, promote accountability, and foster a compassionate approach to economic challenges.

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