We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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Apr 5, 2020 • 1h 14min

TIP290: Current Market Conditions 4 April 2020 (Business Podcast)

Delve into the chaotic stock market as experts discuss its volatility amidst the COVID-19 crisis. They analyze the Federal Reserve's bold monetary moves and the complicated landscape of government interventions. Understand the implications of the $2.2 trillion stimulus and its potential inflation risks, along with the opportunities it presents. The conversation also navigates the intricacies of options trading, emphasizing risk management and strategic investments in these uncertain times.
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Mar 29, 2020 • 51min

TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast)

Jake Taylor, CEO of Farnam Street Investments, dives deep into the intrinsic value of Berkshire Hathaway, sharing crucial insights from Warren Buffett’s latest shareholder letter. He discusses the company’s financial strategies and the significance of its diverse segments. Taylor also evaluates whether Berkshire can serve as a cash substitute in investment portfolios. The conversation touches on value investing philosophies and the role of corporate culture in long-term success, alongside addressing listener queries about investing in stocks within Berkshire’s portfolio.
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Mar 22, 2020 • 1h 14min

TIP288: Current Stock Market Conditions - 2020 Crash - COVID 19 (Business Podcast)

The hosts discuss how COVID-19 has drastically altered stock, bond, and commodity markets. They compare their pre-crash positions and current strategies, with insights on potential global hyperinflation. Investment tactics like cash allocation and adding to compounders are emphasized. The conversation highlights the impact of external factors on stock values, especially in industries like airlines. They also warn of a possible currency crisis stemming from financial instability and explore the importance of patience and technology in navigating these turbulent times.
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Mar 15, 2020 • 43min

TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)

Value investing expert Vitaliy Katsenelson shares insights on navigating market cycles and adjusting strategies in a volatile economy. He discusses the misconceptions around dividend investing and the importance of understanding company fundamentals. The conversation also covers valuing future cash flows, the impact of interest rates on investment decisions, and the challenges of investing in foreign markets. Listeners gain strategies for assessing risk, making informed choices, and seizing micro-investing opportunities in a post-COVID world.
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Mar 8, 2020 • 1h 12min

TIP286: Mastermind Discussion 1Q 2020 (Business Podcast)

Tobias Carlisle, a seasoned fund manager and author known for his value investing prowess, shares insights on market dynamics for 2020. The discussion dives into the intrinsic value of ExxonMobil and Etsy, exploring ExxonMobil's potential for significant returns and sustainable dividends. Carlisle also analyzes Bitcoin, forecasting its rise amid economic uncertainty. With debates on dividends in the oil sector and caution regarding Etsy’s investment landscape, the conversation emphasizes strategic thinking in fluctuating markets.
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Mar 1, 2020 • 32min

TIP285: Turning Adversity Into Advantage - Laura Huang's Edge (Business Podcast)

Join Harvard professor Laura Huang, renowned for her expertise in behavioral perceptions, as she discusses her book, Edge. She reveals why hard work alone isn't the key to success and how one's weaknesses can actually become assets. Laura shares powerful insights on redirecting others' perceptions and using financial constraints to fuel innovation. With practical examples, including lessons learned from starting with just $5, she equips listeners to turn adversity into a unique advantage in their journeys.
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Feb 23, 2020 • 59min

TIP284: Bitcoin - Law & Legal Implications w/ Caitlin Long (Bitcoin Podcast)

In this engaging discussion, Caitlin Long, a Bitcoin legal expert and Wyoming Blockchain Task Force appointee, delves into the evolving legal landscape surrounding digital currencies. She highlights how states like Wyoming are crafting laws to attract Bitcoin companies while navigating the complexities of legal tender definitions. Long explores the potential for the U.S. government to regulate or even ban crypto exchanges, revealing the balance between state rights and federal law. Moreover, she emphasizes the importance of transparency in the industry, particularly regarding proof of reserves.
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Feb 16, 2020 • 49min

TIP283: Commercial Real Estate Trends w/ Ian Formigle from Crowdstreet (Business Podcast)

Ian Formigle, Chief Investment Officer at CrowdStreet and seasoned real estate expert, shares insights on the evolving landscape of commercial real estate. He discusses emerging trends like 18-hour cities and the rise of life sciences properties, driven by demographic changes. Formigle emphasizes the investment potential in revitalizing affordable housing and multifamily assets, particularly with fixed-rate debt. He also highlights how technology democratizes real estate investing, making it accessible for individual investors and shaping future opportunities.
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Feb 12, 2020 • 53min

TIP282: Novel Coronavirus (COVID-19) Economic Impact w/ Erik Townsend (Business Podcast)

Erik Townsend, an entrepreneur and founder of Fourth Turning Capital Management, shares insights on the economic fallout of COVID-19. He discusses the significant disruptions to global supply chains and the reflexive nature of fear impacting consumer spending. Townsend also explores how the pandemic has affected airlines and vaccinations, and highlights the central banks’ responses through liquidity measures. He provides a silver lining, revealing opportunities within Big Pharma and contrasts the effects on stocks versus bonds, raising critical questions about the future of economic recovery.
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Feb 9, 2020 • 59min

TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)

In this engaging discussion, Sean Stannard-Stockton, President of Ensemble Capital, dives into the intrinsic value of Mastercard. He sheds light on how Apple's innovations have reinforced Mastercard's market position in payments. The conversation highlights the growth opportunities in fintech and the competitive landscape, particularly with emerging players. Sean also shares insights on managing investment risks and offers practical advice for novice investors on building a balanced portfolio.

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