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
Sep 22, 2019 • 34min
TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast)
Ken Lewis, CEO of APMEX and a leading authority on precious metals, dives deep into the world of gold investment. He discusses the driving factors behind gold prices and shares critical insights on navigating market conditions. Listeners learn about the distinction between physical gold and paper investments, and how blockchain technology is revolutionizing gold procurement. Lewis also explores the generational differences in investing attitudes, particularly between cryptocurrencies and traditional assets, providing valuable strategies for both new and seasoned investors.
Sep 15, 2019 • 44min
TIP260: Bitcoin Math & Value - w/ Plan B
In a fascinating discussion, Bitcoin expert Plan B reveals how to value Bitcoin using the stock-to-flow model, emphasizing its digital scarcity. He examines the implications of Bitcoin's market potential and contrasts its volatility with traditional assets using the Sharpe ratio. The conversation also addresses the global impacts of Bitcoin adoption and dispels common misconceptions, underscoring the importance of credible resources. Finally, strategies for investing in the Chinese market are explored, offering valuable insights for savvy investors.
Sep 7, 2019 • 45min
TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous
In this discussion, Dr. Saifedean Ammous, a leading Bitcoin expert and author of 'The Bitcoin Standard,' delves into Bitcoin's transformative potential. He highlights how increased demand enhances Bitcoin's security and long-term investment practices. Dr. Ammous argues that the structure of central banks will maintain fiat currency relevance, yet emphasizes that only Bitcoin can sustain its unique status. He also tackles the energy debate around Bitcoin mining, predicting a shift away from fossil fuels and asserting Bitcoin's resilience compared to altcoins.
Sep 1, 2019 • 51min
TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
Tobias Carlisle, Principal of Acquires Fund and host of The Acquirers Podcast, dives into the intricate world of value investing. He explores current market volatility and the challenges of short-selling Netflix, stressing the importance of cash flow metrics over traditional valuations. Carlisle highlights the historic underperformance of value stocks compared to growth, providing insights into why this trend persists. He also emphasizes the need for analytical tools to navigate today's complex investment landscape, particularly in the competitive streaming market.
Aug 25, 2019 • 37min
TIP257: Small Cap Investing - w/ Eric Cinnamond
In this engaging discussion, Eric Cinnamond, a seasoned portfolio manager with over 20 years in small-cap investing, shares insights on valuing companies like Natural Gas Services, Gencore Industries, and Crimson Wine Group. He delves into the cyclical nature of the natural gas market and the significance of balance sheets for small caps. Eric also discusses investment risks and strategies, emphasizing the importance of intrinsic value and position sizing in your portfolio. Expect valuable advice for navigating the small-cap landscape!
Aug 18, 2019 • 35min
TIP256: Raoul Pal - Global Financial Concerns (Business Podcast)
In this discussion featuring Raoul Pal, founder of Real Vision TV, financial insights take center stage. Pal delves into the looming prospects of Quantitative Easing and the interconnectedness of central banks globally. He analyzes the current global debt crisis and the implications for Bitcoin and gold. With a sharp eye on market volatility, he uncovers the links between interest rates, liquidity issues, and emerging trends in decentralized finance, all while emphasizing how social media shapes financial discourse.
Aug 4, 2019 • 40min
TIP254: Value Investing w/ Bill Nygren (Business Podcast)
Bill Nygren, a seasoned portfolio manager at Oakmark Funds, shares his insights on value investing. He discusses why Alphabet Inc. is currently undervalued and explores the investment potential in Mastercard and Netflix. Nygren emphasizes that P/E ratios are often misleading and highlights the importance of shareholder-friendly management. He also addresses what aspiring young investors should know, encouraging a long-term view in stock selection and financial decision-making.
Jul 28, 2019 • 41min
TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)
Jesse Felder, investing expert and host of 'Superinvestors,' dives deep into the intrinsic value of Bed Bath & Beyond. He analyzes the dramatic valuation decline and reveals why heavy shorting can benefit long investors. The discussion covers strategies for navigating commoditized markets, potential private buyout scenarios, and the importance of macro indicators in stock valuation. Jesse also provides insights on insider trading and how understanding financial maneuvers can uncover hidden investment opportunities amid market chaos.
Jul 21, 2019 • 34min
TIP252: The Bitcoin Impact w/ Trace Mayer
Trace Mayer, a Bitcoin expert and early investor in Kraken Exchange and BitPay, shares his insights into the future of cryptocurrency. He discusses how to evaluate Bitcoin through the Mayer Multiple and emphasizes the need for trust in a new monetary system. Mayer also predicts what Bitcoin might look like in five years, delves into the conversation about its energy consumption, and highlights Bitcoin's role in transforming financial decision-making and societal dynamics. Get ready for a thought-provoking look at the evolution of Bitcoin!
Jul 14, 2019 • 44min
TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)
Join Luke Gromen, a macro investing expert with 25 years of financial experience, as he delves into intriguing market dynamics. He talks about the unusual credit cycle and the compelling bull and bear cases for commodities. Gromen also discusses why bond yields may be misleadingly low and offers insights into big tech investment opportunities. The conversation highlights the importance of Bitcoin and gold as alternative assets amid currency instability, shedding light on the complex interplay of global central banks and emerging economic trends.
