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

We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each other’s picks. IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Diamond Hill Capital Management? What is the intrinsic value of Oracle? What is the intrinsic value of Foot...

Raoul Pal has decades of experience in financial markets and is the Founder of the popular media company, Real Vision. During the show, we talked about all the hot macro topics going on at the end of 2020, inflation, deflation, the idea of a new Bretton Woods, central bank, digital currencies, Bitcoin, MMT, and much more.  IN THIS EPISODE, YOU’LL LEARN: Are we in an inflationary or defla...

John Gald has over 15 years of experience practicing on the brain and various specializations like epilepsy and numerous others. During the show, we cover some really fascinating topics on how the brain affects investing.  IN THIS EPISODE, YOU’LL LEARN: How we process information subconsciously and how we can take advantage of it . How reflexivity functions between the con...

Chris Voss talks all about negotiations. Chris is the bestselling author of the book “Never Split the Difference.” He is an adjunct professor at Georgetown University, and has spent 24 years in the FBI crisis negotiation unit. IN THIS EPISODE, YOU’LL LEARN: Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them. Why you need agreement from your counterparty thre...

Arif Karim talks about a deep value pick, Charles Schwab. After graduating from MIT more than two decades ago, Arif entered the financial investment space. He’s now the senior investment analyst at Ensemble Capital Management.  IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Charles Schwab? The importance of networking effects in wealth management. Why the two most important met...

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager for billionaire Peter Thiel’s macro investment firm, and is now the partner and chief strategist at Logica Funds. ...

Jake Taylor takes us on a deep dive intrinsic value assessment of the company Fairfax Financial Holdings. The purpose of these episodes is to give the audience a thorough discussion and analysis of companies so they can pick up on the key considerations and questions for other companies and a similar sector, or even for just a general analysis of a stock.  IN THIS EPISODE, YOU’LL LEARN: What...

Stig and Preston cover the current market conditions, changes in Warren Buffett’s portfolio, a couple different stock picks that are coming up on their value filter, and the optimal asset allocation mix right now with everything going on. IN THIS EPISODE, YOU’LL LEARN: Why Warren Buffett is buying Bank of America. Which stocks Warren Buffett is selling right now. Why Warren Buffett has bought into...

This episode is a deep-dive into gold and gold miners. Marin Katusa comes with a wealth of experience, having sat on boards of publicly traded companies and having arranged over a billion dollars in financing for various deals in the commodity sector.  IN THIS EPISODE, YOU’LL LEARN: Why the performance of gold miners are lagging the performance of the price of gold. How to invest in...

We’ve collected some important audio clips from some of the most prominent investors in the world. The clips cover topics such as hospitality, real estate market, education, social media monopolies, for sales from Chinese governments to U.S. based businesses, and much more. IN THIS EPISODE, YOU’LL LEARN: Where Ray Dalio predicts money to flow after COVID-19 is over. How Peter Thiel thinks about ho...

Ed Harrison is an expert in investment banking and is an incredible host at Real Vision where he conducts some of the most exclusive discussions with the world’s most influential thinkers in finance. On today's show, he talks about the current market conditions and various investment ideas in the third quarter of 2020. IN THIS EPISODE, YOU’LL LEARN: How the low yield has changed the investment the...

John Huber, managing partner at Sabre Capital Management joins Preston Pysh and Stig Brodersen to discuss identify high-quality businesses. IN THIS EPISODE, YOU’LL LEARN: How to identify high-quality businesses and their moat. How to make growth assumptions for your stock picks. Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valua...

Lyn Alden, Luke Gromen, and Jeff Booth are some of the best economic thinkers in the world right now. For the 3Q of 2020 macro mastermind discussion, they discuss what’s happening in the world right now. IN THIS EPISODE, YOU’LL LEARN: Whether we will see a return of the liquidity crisis in the USD. Whether we have another currency that can replace the USD as the global reserve currency. Whether th...

This week, Preston and Stig has a mastermind discussion with Tobias Carlisle and Hari Ramachandra where they discuss intrinsic value of selected companies IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Alphabet Inc.? What is the intrinsic value of Berkshire Hathaway? What is the intrinsic value of E-Trade? What is the intrinsic value of Brookfield Property REIT? How Warren Buffett m...

We talk to Ian Formigle about the structural and infrastructure impacts for all types of real estate that COVID is having and what to expect moving forward. IN THIS EPISODE, YOU’LL LEARN: How has COVID-19 changed the commercial real estate market? Why you can have the right idea, but the wrong execution in the current market conditions. How to find value in megatrends in commercial estate in 2020...

Niels Kaastrup-Larsen implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing and how it’s so different than all the other styles we’ve ever covered in the past.  IN THIS EPISODE, YOU’LL LEARN: Why should you have trend following in a diversified portfolio?  Why trend following and value investing complement each othe...

Cullen Roche talks about the current market conditions and various trade ideas for navigating this landscape.  Cullen has managed hundreds of millions of dollars for the past two decades. He is the founder of Pragmatic Capitalism, the author of multiple investing books, and a regular guest on Bloomberg and major financial news outlets.  IN THIS EPISODE, YOU’LL LEARN: The main advantage o...

Kiyan Zandiyeh is the Chief Investment Officer for Sturgeon Capital. He has extensive experience with early-stage business and pioneer investing. Throughout the show, we talk about different countries and how to assess equities inside of those countries. IN THIS EPISODE, YOU’LL LEARN: How to invest in frontier markets from A-Z. Why frontier market investing should have a place in any well-diversif...

George Gammon talks about the structural impact that COVID is having on the American real estate market and infrastructure. IN THIS EPISODE YOU’LL LEARN: What COVID is doing to residential real estate in major cities. What COVID is doing to the infrastructure for colleges & commercial real estate. FANG Stocks & central banking policy. Ray Dalio's thoughts on the limits of central banking policy. R...

Stig and Preston talk about the current market conditions and what kind of investments they think will perform in such a challenging environment. They talk about two different specific stock picks that have good valuations and good momentum characteristics. IN THIS EPISODE YOU’LL LEARN: How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014. How moats...

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus buying power terms, and more. Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others. IN THIS EPISODE YOU’LL LEARN: How money is printed and...

Arif Karim talks about how he has adjusted his portfolio based on the impacts of COVID-19. He provides an intrinsic value pitch for the fascinating medical technology company, Intuitive Surgical. Arif is the senior investment analyst from Ensemble Capital Management. IN THIS EPISODE YOU’LL LEARN: How to manage your portfolio during COVID-19. How to profit from secular trends. How to value a high g...

Preston Pysh and Stig Broderson talk to Grant Williams, the co-founder of Real Vision TV and the popular website, Things That Make You Go Hmmm, and Luke Gromen, the founder of the research firm, Forest for the Trees.  IN THIS EPISODE YOU’LL LEARN: How can the US continue printing dollars without the dollar significantly weakening? Which role the treasury market has in the geopolitical situati...

On this episode, Preston and Stig do a current market update. They cover corporate debt and the Fed. IN THIS EPISODE, YOU’LL LEARN: Why the FED buying corporate debt is distorting the capitalist system.  What is the relationship between money supply, price inflation, and inflated assets? How to invest internationally. Why European big tech companies can’t compete with US and Asia counterparts...

On today's show Preston and Stig are Joined with Tobias Carlisle and Hari Ramachandra to pitch their favorite stock picks for the 2nd quarter of 2020.  IN THIS EPISODE, YOU'LL LEARN: What is the intrinsic value of Berkshire Hathaway? What is the intrinsic value of Markel?  What is the competitive advantage of eBay and what is the intrinsic value?  Why Spotify might be undervalued at...