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

On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return. IN THIS EPISODE YOU’LL LEARN: How Bill Miller thinks about the Trade War and the implications for the stock investor How Bill Miller are sizing his equity position...

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting. IN THIS EPISODE YOU’LL LEARN: If Warren Buffett would invest in an index fund with his excess cash of more than $100B? How do I decide where to start when building my circle of...

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting. IN THIS EPISODE YOU’LL LEARN: Why Warren Buffett bought back more shares in Q1 2019 than all of 2018. Why Warren Buffett thinks he overpaid for Kraft Heinz Warren Buffett’s advi...

During this week’s episode, Preston and Stig talk to leading crypto-expert, Tuur Demeester. Tuur is a world-renown economist and investor that focuses on Bitcoin and other blockchain technologies. During the discussion, Tuur explains some of his opinions on why some technologies and protocols. IN THIS EPISODE YOU’LL LEARN: Why and how Mark Zuckerberg and Jack Dorsey want to utilize the technology...

On this week's show, Tobias Carlisle talks about his new Exchange-Traded Fund or ETF. IN THIS EPISODE YOU’LL LEARN: What the value spread is and how to do identify it? What the difference is between a mutual fund and an ETF What will happen to the cheapest value stocks if the market crashed What you might want to be long Fiat Chrysler and short Tesla Ask The Investors: What the best value investin...

On today's show, we cover important questions that were recently asked of billionaire Jack Dorsey. IN THIS EPISODE YOU’LL LEARN: How and why Twitter and Square was founded How Jack thinks about the future of payment processing with Square Why you should invest in megatrends, and which mega trend to follow if you invest in consumer internet  The two main lessons Jack learned from founding twit...

On today's show, we talk to the famous value investor, Mohnish Pabrai.  IN THIS EPISODE, YOU'LL LEARN How Mohnish Pabrai is reading Warren Buffett’s letters to shareholders Who is Mohnish Pabrai cloning? How Mohnish Pabrai is evaluating the performance of his investments Why Mohnish Pabrai will never own an insurance company again Ask The Investors: How do you determine the expected future gr...

Stig and Preston talk to the founder of Masterworks, Scott Lynn. Scott is the creator of a company that allows investors to purchase a share of a fine piece of artwork from legendary artists like Monet, Picasso, or Andy Warhol.   IN THIS EPISODE YOU’LL LEARN: The bull and bear thesis behind investing in fine art The key metrics behind valuing fine art If fine art has a place in your...

On today's show we learn about commercial real estate investing from expert Ian Formigle. IN THIS EPISODE YOU’LL LEARN: What an opportunity zone is and how to value them How to understand the importance of the interest rate in commercial real estate. How to diversify in commercial real estate How to take an index approach in real estate investing market BOOKS AND RESOURCES Join the exclusive TIP M...

On today's show, Stig interviews the founder of Netsuite Evan Goldberg. Evan sold his company to Oracle for 9.3 billion dollars in 2016. IN THIS EPISODE YOU’LL LEARN: How and why you want to pivot your company Which skills you need to acquire while you grow with your company How and why you should keep looking for the right mentors throughout your life How Evan Goldberg started an accounting...

On today's show, Preston and Stig talk to value investing legend, Sanjay Bakshi IN THIS EPISODE YOU’LL LEARN: How to factor disruption technologies into your investment thesis How to locate an emerging moat for a business Why we should evaluate our stock performance using stress adjusted returns How to read Warren Buffett’s letters to shareholders Ask The Investors: How do I choose the best s...

On today's show, Preston and Stig talk to momentum expert, Dr. Richard Smith. IN THIS EPISODE YOU’LL LEARN: Which momentum trends billionaires are currently investing in Why it sometimes better to wait 6 months after a billionaire bought stock to take a position Which commodities have a good price momentum How to use momentum in your options strategy BOOKS AND RESOURCES Join the exclusive TIP Mast...

On today's show, Preston and Stig talk to commodities expert, Marin Katusa about investing in gold miners. IN THIS EPISODE YOU’LL LEARN: How to pick small gold stocks that are most likely to be bought out by large competitors How to analyze and pick gold stocks How to analyze and conclude on the current state of the gold industry How and why you can be paid twice with a private placement investmen...

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.   IN THIS EPISODE YOU’LL LEARN: If Bed Bad & Beyond is finally trading at a good price for value investors Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.  Why it’s an advantage for investors that Alibaba is a Chinese company and not a US...

On today's show, we talk to Dr. James Rickards about central banks and their impact on financial markets.  IN THIS EPISODE YOU’LL LEARN: How and why the FED is preparing for the next recession How the Fed Chairman is signaling to the market what he plans to do. Why having a strong dollar is currently the least bad economic policy Why the world is currently dependent on the US dollar, and how...

On today's show, we learn valuable investing lessons from legend Stanley Druckenmiller. IN THIS EPISODE YOU’LL LEARN: Why Stanley Druckenmiller makes many small bets in the market if he had a down year Stanley Druckenmiller’s thoughts on the optimal Monetary Policy Why price signals from the market is no longer a good predictor in the stock market  The Investor’s Podcast: Why are Hedge Fund m...

On today's show, we talk to World Poker Champion, Annie Duke, about how she thinks in bets.  IN THIS EPISODE YOU’LL LEARN: Why we should make decisions the same way as making bets How to separate the decision and the result and why it’s important Why it makes sense to offer the right person $30,000 to spend 30 days in Des Moines (seriously!) How to seek the truth together as a group BOOKS AND...

On today's show, we learn valuable lessons from Silicon Valley billionaire Larry Ellison. IN THIS EPISODE YOU’LL LEARN: How to deal with critique and search for the truth. How the very early years of a persons life might greatly impact their personality and approach to solving problems. Why Apple might not have been the Apple we know today without Larry Ellison. The Investor’s Podcast: What is the...

On today's show, we learn valuable lessons from Silicon Valley billionaire Reid Hoffman. IN THIS EPISODE YOU’LL LEARN: What is the secret to the success of Silicon Valley? How to manage a company that is growing at 2.5% - per day. How to use your network to find new job opportunities. Why financing and distribution is just as important as the product you are selling. Ask The Investor’s Podcast: Ho...

On today’s show we bring back our good friend, Jesse Felder. Jesse is a former multi-billion dollar hedge fund manager out of Santa Monica California. Jesse is regularly featured on the Wall Street Journal, Barron’s, and many other national level business outlets.  IN THIS EPISODE YOU’LL LEARN: Why Warren Buffett’s valuation metric for the stock market forecasts around a 0% return o...

On today's show, Preston and Stig talk about billionaire Charles Koch. Koch made his money in the chemical business since the 1960's. As the Chairman and CEO of Koch industries for over 50 years, Koch has produced an 18% annual return. IN THIS EPISODE YOU’LL LEARN: What Charles Koch thinks are the key ingredients to being successful in business. The importance of market-based management. How Charl...

On today's show, Preston and Stig cover questions and answers from Silicon Valley billionaire Peter Thiel. IN THIS EPISODE YOU’LL LEARN: Why and how Peter Thiel is always inverting his thinking and why you should do the same. Why visionaries think in terms of a tipping point of employees rather than a tipping point for revenue. What Peter Thiel knows that no one agrees with him on. Why computers r...

On today's show Preston and Stig discuss billionaire Ray Dalio's new book, Big Debt Crises.   IN THIS EPISODE YOU’LL LEARN: Why Ray Dalio thinks that the US Dollar could depreciate 30%. Why the financial crisis in 2007-2011 was solved much faster than the Great Depression. How to diagnose in which stage of a debt crisis an economy is in. How a fixed exchange rate can both be the solution...

On today’s show, Preston and Stig learn important lessons from billionaire Michael Dell. IN THIS EPISODE YOU’LL LEARN: The story behind starting up Dell.  Why a negative cash conversion cycle is key for the growth of any business. How Michael Dell created a strategy for rapid growth. Which challenges Michael Dell had and how he overcame them.  Ask the Investors: How do you find a co-foun...

On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018. IN THIS EPISODE YOU’LL LEARN: The group’s intrinsic value assessment of $HPQ, $FONR, $SH, and $HDB. Why Preston is shorting the S&P500. If banks in India is a bull case. How you can divide the stock market into four states, and how to position yours...