The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

On today’s episode, Clay shares a tribute to Charlie Munger since we just crossed what would have been his 100th birthday on January 1st, 2024.  Charlie Munger was vice chairman of Berkshire Hathaway, the conglomerate controlled by Warren Buffett. Buffett described Munger as his closest partner and right-hand man. At the time of his death, Munger had an estimated net worth of $2.6 billion.&nb...

In this insightful episode, we dive into the dual role of Bitcoin mining rigs in both generating cryptocurrency and heating water at home. Our guest, a skilled Bitcoin engineer, shares the technical nuances and environmental considerations of his unique setup. The conversation also analyzes the strategic consequences of the Red Sea conflict, discussing its profound effects on international trade,...

On today’s episode, Kyle shares the lessons he learned from reading What I Learned About Investing From Darwin by Pulak Prasad.  The book is authored by Pulak Prasad, an investor out of India who helps run Nalanda Capital. From 2007 to 2022, they compounded their capital at 19% per annum turning 1 rupee into 13.8 rupees during that time sample!! But more important than their track record is t...

On today’s show, Stig Brodersen talks with co-host Clay Finck. They outline how and why you should invest in high-quality businesses. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:43 - How to identify the best businesses 06:00 - Why you need to focus on barriers of entry when assessing a stock 06:44 - Why competition is for losers 18:28 - When management is important and not important in high-qu...

On today’s episode, Clay is joined by financial history expert, Jamie Catherwood, to discuss market forecasting, interest rates, and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog, Investor Amnesia. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:35 - Why we shouldn...

In the podcast 'The Free Speech Solution' with Miljan Braticevic, we explore Nostr's role in free speech and its unique aspects. The discussion covers why Nostr is pivotal, its ecosystem, and Primal's user-focused approach, featuring an integrated wallet and open-source stack. Key topics include Zaps, reshaping content publishing, content moderation in open networks, Primal Wallet's innovations, a...

In this rare, in-depth interview, William Green chats with super investor Rick Rieder, who oversees about $2.6 trillion at BlackRock, the world’s largest asset manager. Rick, who probably manages more money than any other investor on Earth, has an enormous range of responsibilities: he’s BlackRock’s chief investment officer of Global Fixed Income, head of the firm’s Global Allocation Investment Te...

On today’s episode, Clay is joined by Scott Phillips to discuss how to invest during times of max pessimism. Scott is married to and manages money with Lauren Templeton, who is Sir John Templeton’s great-niece. Sir John was one of the greatest international investors of the 20th century and the master of finding pockets of the market that were most distressed and offered the highest level of asymm...

Preston Pysh sits down with Bitcoin Mechanic to discuss Ocean's disruptive mining pool model, emphasizing non-custodial payments and transparent block templates. They tackle the current mining centralization trend, the innovative PoW marketplace for 2024, and respond to the controversy around the alleged censorship of certain Bitcoin transactions. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 18:24...

On today’s episode, Clay shares the lessons he learned from reading Elon Musk by Walter Isaacson.  As our audience knows, Elon is, financially speaking, one of the world’s most successful individuals as Forbes has his net worth estimated at $248 billion, making him the richest individual on the planet. 25 years ago, Elon was making his mark in Silicon Valley in the early days of PayPal, and today...

In a deep dive with Seb Bunney, author of "The Hidden Cost of Money," we explore the intricate impact of monetary systems on society. From historical interventions shaping finance to money's influence on mental health and politics, Bunney challenges mainstream views on capitalism and regulation, revealing how money shapes our world. Tune in for a thought-provoking journey through economic realitie...

In this special tribute, William Green celebrates the life & legacy of investing legend Charlie Munger. He shares personal anecdotes about his own interactions with Charlie & showcases an array of rich insights about Charlie from four famed investors: Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis. They share some of Charlie’s most valuable lessons about investing, business, & life whi...

On today’s episode, Clay is joined by Andrew Brenton. Andrew Brenton is the CEO and a co-founder of Turtle Creek. Since it’s inception in 1998, Turtle Creek has acheived an average annual return of 20% versus just 7% for the market. $10,000 invested into their fund at inception would have grown to over $885,000 as of September 30, 2023, and had that money been invested in the market, it would have...

Preston Pysh brings back legal expert, Joe Carlasare and Bitcoin OG, American HODL, to talk about all things Bitcoin. This episode encompasses a wide-ranging, candid conversation about all the events happening in the Bitcoin ecosystem. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:32 - What is happening with Binance and the DOJ? 01:32 - Will the CEO of Binance potentially do any jail time? 33:32...

In this episode, Stig Brodersen talks with investment expert Lyn Alden about currencies, debt, inflation, and how to invest in an uncertain world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:00 - Why the bull theses are always more thoughtful and plentiful, and how to account for that. 18:47 - The relationships between debt, inflation, and wars. 26:53 - How to best take advantage of debt i...

Clay Finck is joined by brain expert — Jim Kwik. They discuss how we can upgrade our brains by rethinking our purpose, revitalizing our energy, and taking small, simple steps every day. They also cover Jim’s tips for reading faster and improving retention to get more out of every page you read. Jim Kwik is a New York Times bestselling author, brain coach, and the host of the Kwik Brain Podcast. He...

James Lavish joins Preston Pysh to help understand an interesting situation where we’re starting to see failed treasury auctions, enormous recessionary pressures building in the markets, along with a reverse repo facility that’s getting drained at a breakneck pace. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:08 - What is James currently seeing that's going to dominate the markets in 2024? 21:0...

Clay Finck is joined by Brendan Hughes to chat about his new book – Markets in Chaos. The book explores various market crises including the covid-19 pandemic, hyperinflation in Zimbabwe, the stock market bubble in Iceland during the great financial crisis, and much more. Brendan is a Registered Investment Advisor for Lafayette Investments and has more than a decade of industry experience in i...

IN THIS EPISODE, YOU’LL LEARN: Why is Jeff training an AI agent to personify himself? How could such an agent potentially be used in the future? What does this mean for overall productivity for people that have the means to train such an agent? What other things might happen as a result of this AI growth? What is the difference between the way Jeff is training his AI versus the way Preston is trai...

On today’s episode, Clay is joined by Nelson Chu to do a deep dive on private credit.  Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. IN THIS EPISODE YOU’LL LEARN: 00:0...

Preston Pysh talks to Parker Lewis about his most recent article, Bitcoin is Not a Hedge, what he thinks about the upcoming cycle, whether the halving cycle still matters, whether corporations will be taking a larger part in the coming cycle, and much, much more.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:08 - Why Parker is of the opinion that Bitcoin is NOT a hedge to inflation? 12:10...

In this episode, William Green chats with Anthony Kingsley, who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund, which has crushed its benchmark index by 1,200 percentage points over 25 years. Here, he discusses his firm’s surprisingly simple path to exceptional returns. IN THIS EPISODE YOU’LL LEARN: 00:00...

On today’s episode, Clay is joined by Kyle Grieve to share a stock deep dive on Dino Polska. Dino Polska is an incredible business that has increased its store base by over 5x since 2015 and increased its earnings per share by over 10x since that time. Kyle Grieve is the host of The Millennial Investing Podcast and also helps Clay run the TIP Mastermind Community – a community built by investors,...

Preston Pysh chats with Bitcoin Magazine’s, Dylan LeClair all about the important Bitcoin news stories happening in the 4th Quarter of 2023. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:52 - How Dylan's AI adventure has progressed in 2023. 06:19 - What is causing the big moves in Bitcoin right now? 15:37 - What happens with the fixed income market from here? 41:23 - His thoughts on the Bitcoin...

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put LVMH on his watchlist and is waiting to buy the dip. Hari’s pick, Dollar General, is down 50%, and super investors like Chris Bloonstran, Seth Klarman, and Tom Gayner have invested, and insiders have been buying too. Tobias pitches Inmode, a stock facing a lot of bad news as a result, c...