We Study Billionaires - The Investor’s Podcast Network
The Investor's Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
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.
Oct 11, 2020 • 1h 4min
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
Mike Green, a seasoned investor and chief strategist at Logica Funds, shares his profound insights on passive investing and its risks in the current market. He discusses the troubling traits of passive investments, likening them to Ponzi schemes when funding halts. Green argues that we live in a time of certainty, challenging Ray Dalio's cycle predictions and critiquing Paul Volcker's tenure as Fed Chair. He emphasizes the importance of insider trading knowledge and adapts investment strategies drawn from experiences with icons like Peter Thiel.
Oct 4, 2020 • 53min
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
Jake Taylor, CEO of Farnham Street Investments, renowned for his insights on value investing and author of "The Rebel Allocator," takes listeners on a captivating journey through the intrinsic value of Fairfax Financial Holdings. He discusses the nuances of valuing insurance and investment holding companies while comparing Fairfax's strategies to those of Berkshire Hathaway. Taylor also highlights growth opportunities in Africa, the intricacies of currency risk, and offers advice on preferred stock investments. This discussion is a goldmine for aspiring investors!
Sep 27, 2020 • 50min
TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)
Stig and Preston dive into Warren Buffett's recent investment moves, notably his focus on Bank of America and his sell-offs in bank stocks. They discuss the evolving banking sector and the implications of Modern Monetary Theory. The duo analyzes appealing investment strategies in Japanese trading houses and examines asset allocation amid current market uncertainties. They also touch on the All-Weather portfolio concept while emphasizing the importance of diversification and understanding personal investments in a volatile landscape.
Sep 20, 2020 • 48min
TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
Marin Katusa, a seasoned commodities expert and New York Times bestselling author, dives into the intricacies of gold and gold mining investments. He explains why gold miners are underperforming despite rising gold prices and shares strategic insights into investing in them. The conversation also touches on Warren Buffett's gold investments and the fears of deflation troubling the Federal Reserve. Katusa emphasizes the importance of understanding geopolitical risks and market dynamics for lucrative investments in the commodity sector.
6 snips
Sep 13, 2020 • 50min
TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)
In this conversation, Ray Dalio, the founder of Bridgewater Associates, shares his perspectives on the shifting economic landscape post-COVID-19. He discusses potential money flows, emphasizing opportunities in real estate and hospitality. Peter Thiel explores how technology reshapes education, while Eric Schmidt highlights concerns about big tech monopolies. Sam Zell raises questions about commercial mortgage-backed securities, suggesting investment opportunities. Their insights offer a fascinating glimpse into the future of finance and the changing dynamics of various industries.
Sep 6, 2020 • 1h 1min
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
Ed Harrison, an investment banking expert and host at Real Vision, dives into the current market landscape. He discusses how low yields are reshaping investment strategies and the implications of the COVID-19 vaccine on market outlooks. Harrison evaluates the dollar's performance against international currencies, exploring whether the euro could challenge its status as the primary reserve currency. He also examines the dynamics of growth versus value investing in a low-yield environment, providing insights into navigating today's complex financial realities.
Aug 30, 2020 • 1h 9min
TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)
John Huber, managing partner at Sabre Capital Management and expert in value investing, shares insights on identifying high-quality businesses. He emphasizes the importance of understanding a company's competitive moat and making sound growth assumptions. Huber discusses the impact of the COVID-19 crisis compared to previous market downturns and explores common investor pitfalls. Additionally, he advises on the complexities of managing debt in a challenging economy and the relevance of adaptability in successful businesses like Facebook.
4 snips
Aug 23, 2020 • 1h 36min
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
Lyn Alden is an independent macroeconomist, Luke Gromen is a financial analyst and author, and Jeff Booth is an entrepreneur known for his insights on Bitcoin. They delve into the potential return of a liquidity crisis and whether another currency could replace the USD as the global reserve. Discussions include the implications of rising national debts, the role of Bitcoin on corporate balance sheets, and the evolving landscape towards a multipolar currency system amidst global tensions. They also explore the complexities of transitioning back to a gold standard and the future of digital currencies.
Aug 16, 2020 • 1h 5min
TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)
Tobias Carlisle, founder of The Acquirers Podcast and the Acquirer's Fund, teams up with Hari Ramachandra, an expert on Alphabet and AI, for a deep dive into stock valuation. They dissect the intrinsic values of major players like Alphabet, Berkshire Hathaway, and E-Trade. The duo also explores Warren Buffett's greatest trade, discusses the financial dynamics of Google amidst competition, and tackles questions about stock price increases after dilution. It's a treasure trove of insights for investors navigating today's market challenges.
