We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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Feb 2, 2020 • 57min

TIP280: A History of 5 US Market Crashes w/ Scott Nations (Business Podcast)

In a fascinating conversation, financial history expert Scott Nations delves into the stock market's five biggest crashes, highlighting the turmoil of 1907, 1929, 1987, 2008, and 2010. He draws intriguing parallels between the Fed’s monetary policies then and now. Nations reveals how portfolio insurance worsened the 1987 crash and discusses the risks associated with algorithmic trading during the 2010 flash crash. He also offers investment strategies, emphasizing the crucial balance between greed and fear.
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Jan 26, 2020 • 1h 1min

TIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)

In this discussion, Luke Gromen, a macro expert and author of "Mr. X Interviews," unpacks the intricacies of the stock market. He explains how the Federal Reserve's balance sheet impacts inflation and why it remains committed to financing U.S. deficits. Gromen also tackles misconceptions about inflation and the risks of hyperinflation. Additionally, he explores the dollar's relationship with global economics and the potential shift towards cryptocurrencies in finance. His insights offer a fresh perspective on navigating today's financial landscape.
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8 snips
Jan 19, 2020 • 1h 3min

TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)

In this engaging discussion, investment expert Cullen Roche, founder of Pragmatic Capitalism and known for his savvy during the 2008 crisis, dives into contrarian investing ideas. He challenges the myth of passive investing and explains why the stock market outperforms gold as an inflation hedge. Cullen breaks down the importance of understanding market dynamics versus economic realities and warns against the risks of leveraged ETFs. Emphasizing personalized, long-term investment strategies, he promotes a mindful approach to navigating today's financial landscape.
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Jan 12, 2020 • 45min

TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)

David Trainer, the founder and CEO of New Constructs, shares his expertise in assessing Disney's intrinsic value, emphasizing the significance of understanding financial strategies and market dynamics. He discusses Disney's competitive edge, particularly its ability to charge premium prices for unique experiences and the success of Disney+ in attracting subscribers. Alongside Sean Murray, the conversation also touches on democratizing financial research and the challenges faced by aspiring fund managers, blending investment insights with personal development.
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Jan 5, 2020 • 59min

TIP276: The Euro & Its Impact On European Banking w/ Thomas Mayer (Business Podcast)

In this engaging discussion, Thomas Mayer, a seasoned European economist and founder of the Flossbach von Storch Research Institute, dives into the intricate world of the Euro. He examines its historical roots and its impact on European banking. The conversation touches on the disparities in banking deposits across Europe, the cultural divides affecting monetary policy, and the challenges posed by transitioning to a digital euro. Mayer also predicts how the Euro might fare against the US dollar in future recessions, offering thought-provoking insights into the future of currency.
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Dec 29, 2019 • 1h 6min

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

In this insightful discussion, guests Hari Ramachandra and Toby Carlisle delve into intriguing stock picks and investment strategies. They evaluate the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals, shedding light on Mohnish Pabrai's stance on GrafTech. The conversation also covers the nuances of short selling, why put options are a safer bet, and strategies for valuing pharmaceutical companies. Risk management and navigating the insurance sector in a low-rate environment are emphasized, providing valuable insights for investors.
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Dec 22, 2019 • 36min

TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)

Marin Katusa, a commodity sector expert who has financed over a billion dollars in deals, dives into the impact of negative interest rates on global markets. He discusses why interest rates may continue to drop and the implications for the US dollar's appreciation. The conversation reveals how traditional dynamics between interest rates and gold are shifting, exploring gold's evolving role as a safe haven. Katusa also shares insights on investment strategies in uranium and gold, emphasizing the importance of high-quality assets and focused opportunities.
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Dec 15, 2019 • 40min

TIP273: Billionaire Jim Simons' Quant Revolution w/ Gregory Zuckerman

Join bestselling author and Wall Street Journal reporter Gregory Zuckerman as he unpacks the incredible journey of billionaire investor Jim Simons. Discover how Simons achieved a staggering 66% annual return through his innovative quantitative trading strategies. Zuckerman dives into the nuances of making money with just a 51% accuracy rate and reveals why market inefficiencies may be fewer than value investors believe. Plus, he sheds light on the key differences between index funds and ETFs, offering valuable insights for investors.
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Dec 8, 2019 • 50min

TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (Business Podcast)

Peter Diamandis, the innovative founder of the XPRIZE Foundation, joins best-selling author Steven Kotler to discuss the upcoming tech boom. They explore how major industries will be disrupted in the next decade and address our evolving abundance mindset. The duo reveals exciting advancements in genetics, predicting cures for most genetic diseases, and shares visions of AI surpassing humans in creative fields. From futuristic glasses replacing smartphones to the transformative potential of augmented reality, this conversation is a captivating peek into the future of technology and society.
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Dec 1, 2019 • 44min

TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)

Dan Ferris, a valuation expert with over two decades in financial evaluation, shares his insights on the complexities of investing in mining stocks. He discusses the cyclical nature of the mining industry and the influence of market trends on investment strategies. Ferris delves into how to accurately assess the intrinsic value of companies like Altius Minerals, emphasizing the importance of management relationships and understanding royalties. He also explores the balance between business acumen and investment strategy, providing valuable advice for entrepreneurs seeking growth.

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