We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
undefined
Dec 6, 2020 • 1h 13min

TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast)

Ben Claremon and Eugene Robin from Cove Street Capital dive into the complex world of Lumen Technologies, born from the merger of Level 3 and CenturyLink. They argue that the undervalued Level 3 holds significant hidden potential, while the outdated CenturyLink model distracts investors. The duo also discusses the declining traditional phone service market, Lumen's strategic position in the telecommunications sector, and the financial implications of their merger. With insights on intrinsic value and market dynamics, they offer a fresh perspective on Lumen's future.
undefined
9 snips
Dec 2, 2020 • 59min

BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast)

Vijay Boyapati, a veteran in the Bitcoin space since 2011, shares his invaluable insights on Bitcoin as a revolutionary asset. He offers tips for new investors, emphasizes Bitcoin's unique attributes versus altcoins, and explains why the world needs this digital currency. The conversation delves into the evolution of money, the competition between Bitcoin and gold, and the psychological journey of adoption. Boyapati also discusses the significance of security in managing Bitcoin assets and the impact of evolving regulations.
undefined
Nov 29, 2020 • 55min

TIP325: Real Estate Investing with BiggerPockets (Business Podcast)

Brandon Turner and David Greene, co-hosts of the popular BiggerPockets podcast, dive into the world of real estate investing. They share how to kickstart investing with no money down and diversify from stocks with minimal effort. Discover the inflation-proof nature of real estate and tips for estimating property values. Personal stories highlight overcoming fears in real estate, while effective strategies for dealing in residential properties showcase the importance of location and financing. A must-listen for aspiring investors!
undefined
51 snips
Nov 25, 2020 • 2h 18min

BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove (Bitcoin Podcast)

In this episode, Robert Breedlove, an insightful commentator on Bitcoin and sound money, dives deep into the misconceptions surrounding Bitcoin. He explains how Bitcoin addresses inflation and wealth disparity, positioning it as a potential remedy against fiat currency flaws. Breedlove discusses the unique properties of Bitcoin, its fixed supply, and its ability to promote economic freedom. The conversation also explores the dynamics of Bitcoin mining and its transformative implications for modern finance. Pack your mind with valuable insights on Bitcoin's role in reshaping our monetary landscape!
undefined
Nov 22, 2020 • 1h 7min

TIP324: The Great Reset w/ Luke Gromen (Business Podcast)

Luke Gromen, founder of The Forest for the Trees and a macroeconomic expert, shares valuable insights into the global economy. He discusses why banks may shrink within the S&P500 and how to navigate an unsafe investment landscape. Gromen warns of a looming sovereign debt bubble and highlights the potential impact of rising Bitcoin prices on gold. Listeners also learn practical tips for safely buying and storing Bitcoin amidst these economic uncertainties.
undefined
Nov 15, 2020 • 1h 17min

TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)

Toby Carlisle, a value investor known for his deep value strategies, joins Hari Ramachandra, an insightful blogger focused on the Indian market. They dive into stock picks, discussing the intrinsic values of companies like Diamond Hill, Oracle, and Footlocker. The duo analyzes the volatile landscape of Bitcoin and its investment potential while debating gold's stability. They also explore Reliance Industries' growth prospects in India and examine how retail dynamics impact brands like Nike, shedding light on effective investment strategies.
undefined
Nov 8, 2020 • 1h 5min

TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast)

Raoul Pal, Founder of Real Vision, shares his insights on macroeconomics and Bitcoin. He discusses the current inflation vs. deflation debate and why negative interest rates might soon hit the US. Pal argues about Bitcoin's rise as a dominant asset class, attracting hedge funds and corporations. The conversation also dives into the potential implications of Modern Monetary Theory and the concept of a new Bretton Woods, highlighting how these factors could reshape the financial landscape and individual investor behavior.
undefined
Nov 1, 2020 • 1h 5min

TIP321: Investing & The Brain w/ John Gald (Business Podcast)

John Gald, a neuroscience expert with over 15 years of experience, dives into the fascinating interplay between our brains and investing. He explains how subconscious processing affects decision-making and reveals the brain's tricks leading to investment mistakes. Gald discusses how savvy investors capitalize on cognitive biases to outsmart the market. The conversation also touches on technology impacting sensory perception and the future of brain implants, showcasing the potential of merging science and finance.
undefined
9 snips
Oct 25, 2020 • 44min

TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)

Chris Voss, a former FBI hostage negotiator and bestselling author of "Never Split the Difference," shares fascinating insights into negotiation tactics. He explains why getting a 'no' can be more valuable than a 'yes.' Voss introduces the Ackerman model, emphasizing the importance of tactical empathy and emotional intelligence. He also reveals how to strategically use loss aversion and vocal techniques to influence negotiations. Plus, there are impactful strategies like the 'accusation audit' and effective ways to foster collaboration for successful outcomes.
undefined
Oct 18, 2020 • 1h 2min

TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

Arif Karim, a senior investment analyst at Ensemble Capital Management and MIT graduate, dives into the intrinsic value of Charles Schwab. He discusses the brokerage's transformation and its innovative approach to wealth management. Karim highlights critical metrics in asset management, like AUM growth and NIM, while examining Schwab's unique competitive advantages against rivals like Robinhood. The conversation also touches on the impact of inflation on valuation, emphasizing the importance of understanding financial services for successful investing.

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