Podd: We Study Billionaires - The Investor’s Podcast Network

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

18 september 2024 | 71 min

In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CBDCs as mere imitations of Bitcoin's success and sheds light on Bitcoin’s long-term growth potential.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:37 - What "base money" is and its current trends in the global economy.

05:17 - Why people are scrutinizing central banks more now than in past decades.

21:03 - How Bitcoin’s compound annual growth rate compares to traditional assets.

31:15 - The role of population growth in monetary trends.

35:08 - The potential impact of Bitcoin adoption on the global economy.

38:59 - Bitcoin’s supply dynamics during price stability and what that signals for the future.

43:03 - Why Matthew refers to CBDCs as "LARPing" on Bitcoin’s success.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Matthew's X (Twitter) Account.
Matthew’s Website: Porkopolis.io
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

15 september 2024 | 94 min

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

13 september 2024 | 102 min

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

11 september 2024 | 64 min

This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting as a hedge against inflation, and the potential of Bitcoin-backed loans.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - How rising inflation impacts real estate, particularly in city centers.

03:12 - The effect of higher inflation on CAPEX and operational expenses for developers.

05:08 - Key reasons for the markdown of commercial real estate and its potential evolution.

08:42 - Predictions for rental rates vs. ownership rates in a high-interest environment.

13:15 - Regional variations in real estate pricing and how they affect investment strategies.

19:35 - How Bitcoin can serve as a hedge against inflation in real estate development.

27:38 - The potential for Bitcoin to protect against property confiscation.

33:59 - The benefits of using Bitcoin as collateral versus traditional assets.

34:22 - How Bitcoin-backed loans differ in terms of risk and structure from traditional real estate financing.

45:40 - The future of Bitcoin as a standard asset class for real estate collateral.

BOOKS AND RESOURCES

Leon's X (Twitter) Account.
Leon on Nostr.
Leon's Newsletter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve

8 september 2024 | 70 min

On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the significant differences in analyzing large and small businesses, how to treat stock tips with caution to avoid risky investments, why separating your investments into subtypes can be a helpful investing tool, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:44 - Why investing in things that you understand well is still such a big competitive advantage in investing.

04:59 - The vital interplay between fundamentals, momentum, value, and price.

11:18 - How to succeed in investing while being dead wrong 40% of the time.

16:12 - Why market timing is one of the quickest ways to decrease returns.

18:18 - The crucial connection of contrarianism and patience that Peter says makes a successful investor.

21:05 - The significant differences in analyzing small businesses compared to larger businesses.

31:34 - Why you should look to market pricing to find great opportunities and not to assess performance.

32:45 - How you should treat stock tips.

37:05 - 13 unconventional characteristics of outstanding investments.

52:51 - Lynch's six investment types, and why delineating them was important.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy One Up On Wall Street here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck

6 september 2024 | 65 min

BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast)

4 september 2024 | 64 min

In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion covers key topics such as risk management, the role of stablecoins, peer-to-peer lending versus traditional finance, and the future of Bitcoin in institutional portfolios. Max and Pascal share their perspectives on the barriers to institutional adoption, the evolving regulatory environment, and the innovations shaping the future of Bitcoin lending and borrowing platforms.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

09:47 - How Bitcoin’s 24/7 liquidity and decentralized nature make it the most pristine collateral for lending and borrowing.

16:59 - The impact of Bitcoin’s deep liquidity on risk management strategies for institutions.

20:45 - The challenges and opportunities for institutions in adopting Bitcoin compared to traditional assets.

24:45 - Insights into Bitcoin’s performance in institutional portfolios and how it shapes future portfolio management.

32:13 - The future of Bitcoin lending and borrowing platforms and the innovations on the horizon.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Max Kei’s Institutional Borrowing and Lending platform: Debifi.
Max and Preston: The Future of Bitcoin Borrowing and Lending w/ Max Kei (BTC177).
Max Kei's X Account and Nostr.
Pascal Hugli’s X Account and Nostr.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

1 september 2024 | 136 min

In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has achieved an annualized return of 14.4% over 50 years & a cumulative return of more than 81,000%. Here, Jay explains how they pulled this off, sharing one of the great untold stories of the investment world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

08:37 - What makes the Tampa Firefighters’ & Police Officers’ Pension Fund special.

17:54 - How Jay Bowen’s father came to run the fund half a century ago.

29:09 - How to thrive by slashing fees, shunning consultants, & thinking long term.

38:54 - Why Jay takes a top-down thematic investment approach.

43:03 - How the fund made a fortune buying Coca-Cola before Buffett.

47:15 - Why it pays to bet on extraordinary CEOs.

51:09 - Why truly long-term investors shouldn’t bother with bonds.

1:05:31 - How Jay is positioned to profit from the Fourth Industrial Revolution.

1:10:27 - How he thinks about pricey stocks like Nvidia & Costco.

1:14:29 - How he invests in smaller companies he sees as future blue chips.

1:18:06 - Why he’s obsessed with the Federal Reserve.

1:22:16 - How to invest successfully in times of market mayhem.

1:37:58 - How being an endurance athlete has helped Jay as an investor.

1:53:58 - How he structures his days to optimize performance.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Jay Bowen’s investment firm, Bowen, Hanes & Company.
Links to Jay Bowen’s media appearances.
William Green’s podcast episode with Fred Martin | YouTube Video.
William Green’s podcast episode with Bob Robotti | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck

30 augusti 2024 | 79 min

BTC197: What are Bitcoin Fedimints w/ Obi Nwosu and Renata Rodrigues (Bitcoin Podcast)

28 augusti 2024 | 70 min

In this episode, we dive into the challenges of Bitcoin payments and scaling, and how Fedi is addressing these issues. Obi Nwosu explains the concept of Fediments and guardians, while Renata Rodrigues shares her on-the-ground experiences in Africa, discussing the real-world impact of Fedi on communities. We also explore the tools within the Fedi app that empower users to earn sats and the potential of Fedi to unlock talent trapped by financial repression. Additionally, Obi and Renata discuss Fedi’s move towards open-source, social backup mechanisms, and their partnership with Save the Children.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:54 - The major problem that Fediments solve for Bitcoin payments and scaling.

04:31 - How guardians function within the Fedi ecosystem and the role they play in protecting user privacy.

05:43 - The concept of the Fedi Order and how it supports the Fedi ecosystem.

15:33 - Insights from Renata Rodrigues on the conversations happening in Africa around Bitcoin adoption.

18:43 - Obi Nwosu's perspective on how financial repression is trapping talent globally and how Fedi can help unlock it.

28:30 - How vendors are responding to incorporating Fedi into their stores.

30:01 - The tools inside the Fedi app, known as Fedi Mods, that enable people to earn sats.

32:17 - The importance of social backup and stable channels within the Fedi ecosystem.

43:35 - Fedi’s partnership with Save the Children and how it is making a difference.

46:52 - How to start your own Fedimint and the timeline for getting set up.

51:00 - Fedi's transition towards becoming open source and what it means for the future.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Watch the Fedi Live Event at Fedi.xyz.
You can follow Fedi on X and Nostr and join the Fedi Telegram community here.
Download the Fedi App.
Connect with Developers on Fedimint and Discord here.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP655: Hustle, Trust, and Cash Flow: Nike’s Genesis w/ Kyle Grieve

25 augusti 2024 | 64 min

On today’s episode, Kyle Grieve discusses a wonderfully well-written autobiography, “Shoe Dog” by Phil Knight, the founder of Nike. He discusses the importance of identifying and pursuing true happiness while ensuring a stable income as a fallback, the value of hustle, the importance of trust with your suppliers, why focus is so vital to business success, the hidden downsides of issuing equity, the importance of maintaining cash reserves, the complexities of growing a business, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:30 - The importance of being aware of what will make you happy in life, and pursuing it with deep focus

07:37 - Why happiness can't be fulfilled based purely on increased earnings power

09:42 - Why hustle and unconventionality is so important to getting a nascent business off of the ground

15:36 - The difficulties of aligning incentives between lenders and borrowers in fast-growing businesses

23:29 - The importance of creating an enemy in business to help motivate executives to continue innovating and improving

25:31 - Why focused business leaders are so important, and why you want to avoid CEOs doing excessive side projects

28:56 - The aspects of cloning Phil took to increase exposure for the Nike brand

32:49 - Why maintaining positive cash balances is so important to the health of a business

47:23 - Why public businesses use dual share structures so management can maintain control

47:58 - Why IPO's have misaligned incentives for investors

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Shoe Dog here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP654: Investing Across the Life Cycle w/ Aswath Damodaran

23 augusti 2024 | 71 min

BTC196: Bitcoin-powered Banking at Fold w/ Will Reeves (Bitcoin Podcast)

21 augusti 2024 | 63 min

In this episode, we explore Will Reeves' Bitcoin journey and how it led to the creation of Fold, a company that has evolved from offering Bitcoin rewards through gift card purchases to becoming a comprehensive financial services app. We also discuss Fold’s recent decision to go public, the company's long-term vision as a Bitcoin-powered bank, and the expansion of its services, including credit, lending, and insurance. Additionally, Will shares insights into Fold's treasury management, partnerships, and the global adoption of Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

07:55 - Will Reeves’ background and the defining moment that led him to Bitcoin.

09:35 - Key inflection points in Fold’s evolution from a Bitcoin rewards platform to a full-fledged financial services app.

14:45 - The "flywheel effect" of increasing Bitcoin reserves and its impact on Fold’s future growth.30:13 - The toughest challenges Fold faced during its transition.

16:57 - Insights into Fold’s decision to go public and expectations from the public markets.23:32 - Fold’s vision of becoming a Bitcoin-powered bank and how they plan to redefine banking.

19:59 - How Fold’s Bitcoin reserve factors into the company’s financial strategy.

24:37 - How user feedback drives Fold’s product development cycle.

25:48 - Fold’s plans for expanding into credit, lending, and insurance.

27:52 - Trends in how Fold users are utilizing their Bitcoin rewards.

31:31 - Fold’s global expansion plans and how the company fits into the international financial landscape.

43:21 - The impact of partnerships with Visa, BitGo, and Marqeta on Fold’s growth.

BOOKS AND RESOURCES

Try the Fold App.
Will Reeves' X (Twitter) Account.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP653: Track Record and Risk w/ Guy Spier

18 augusti 2024 | 151 min

TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

16 augusti 2024 | 95 min

BTC195: Making THE Bitcoin Movie w/ Kelly and Brian Estes (Bitcoin Podcast)

14 augusti 2024 | 54 min

In this episode, we sit down with Brian and Kelly Estes to discuss their newly released documentary, "God Bless Bitcoin." The conversation covers the overwhelming positive response to the film, the inspiration behind its creation, and how it addresses the intersection of faith and finance. We also explore the challenges they faced during production, the impact they hope the film will have, and their future projects. Whether you're a seasoned Bitcoiner or new to the space, this episode offers valuable insights into why Bitcoin is more than just a financial tool.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:37 - What inspired Brian and Kelly Estes to create "God Bless Bitcoin" and the moment that sparked the project.

15:00 - The flaws of the current fiat monetary system and its connections to the military-industrial complex.

17:39 - How the film connects the themes of faith and finance, and why this intersection is crucial to understanding Bitcoin's role in society.

22:18 - Why Bitcoin is portrayed as a moral and ethical form of money in the film, and the broader implications of this perspective.

24:23 - How different faith traditions view Bitcoin and the resistance encountered by religious groups regarding its moral framing.

27:34 - The challenges faced during the production of the documentary and how the filmmakers selected their diverse group of interviewees.

32:47 - The impact "God Bless Bitcoin" is expected to have on both the Bitcoin community and the general public.

34:28 - Future projects and goals for Brian and Kelly Estes, and how listeners can support the mission of "God Bless Bitcoin."

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Link to the movie: God Bless Bitcoin.
Additional Information about the movie.
Brian's X (Twitter) Account.
Kelly's X (Twitter) Account.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee

11 augusti 2024 | 67 min

On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why fossil fuels aren’t going anywhere anytime soon and why opportunities exist in that industry, how he navigated a 72% drawdown during the GFC, and a whole lot more!

Scott is the founder of the Aegis Value Fund. Which was created in 1998. Prior to Aegis, Scott worked as an analyst covering oilfield services at Simmons & Company. He also had a stint as a deep value advisor for Donald Smith & Company. He received his MBA from the Wharton School and the University of Pennsylvania. He also holds a B.S in Engineering and a B.A in Economics.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:41 - Some of the key lessons he learned from investing legends like Bill Ackman, Bob Robotti, Peter Cundill, and Walter Schloss

08:17 - How Scott has managed to maintain a value-based strategy when many investors have bailed to chase more expensive stocks

12:00 - Scott's three buckets of investing risk

16:10 - A breakdown of the concept of a "genetic contrarian."

17:30 - Why risk management is key to investing in businesses with high levels of uncertainty and how to take advantage of it

24:27 - Scott's views on energy and how fossil fuels are unlikely to disappear anytime soon

33:36 - The potential downsides Scott sees in super high-quality businesses

34:41 - Why lower-quality businesses with volatile earnings look very attractive right now due to a widespread de-leveraging

43:55 - How Scott dealt with a 72% drawdown during the GFC

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Learn about the Aegis fund here.
Read Scott’s Manager Letters here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham

9 augusti 2024 | 68 min

BTC194: Tether's Backing and Pear w/ Paolo Ardoino and Mathias Buus (Bitcoin Podcast)

7 augusti 2024 | 61 min

In this episode, we start by delving into Tether's Q2 2024 attestation, highlighting their remarkable financial achievements and commitment to creating a stable and resilient stablecoin. Following this, we dive into the Pear initiative's zero-cost, peer-to-peer infrastructure, discuss Keet's open-source capabilities, and examine the impact of eliminating server dependency with insights from Paolo Ardoino and Mathias Buus.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:07 - Tether's Q2 2024 financial highlights, including $1.3 billion in net operating profit and $5.33 billion in excess reserves.

04:46 - The strategic positioning of Tether in the U.S. Treasuries market and its impact on financial stability.

08:47 - Tether's commitment to supporting users in emerging markets and developing countries with their stablecoin reserves.

23:17 - What the Pear initiative aims to achieve with zero-cost, peer-to-peer infrastructure.

26:43 - The potential and functionality of Keet, an open-source platform.

29:15 - How tunneling technology, similar to SSH, enhances secure peer-to-peer access.

31:06 - Details about the peer viewer app offering remote desktop services without servers.

34:25 - Paolo's mission to eliminate server dependency and the launch of a VC fund for companies building on the Pear protocol.

37:30 - The open-source aspects of Keet and how it handles code auditability.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Check out the Keet video conferencing Holepunch technology.
Check out the decentralized Pears initiative.
Paolo Ardoino's X Account.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro

4 augusti 2024 | 124 min

In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard wealth over the long term; how he identifies the best fund managers; why he’s wary of index funds & ETFs; & how to thrive by building a powerful network & removing excess “filler” from your portfolio & your life.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

07:29 - Why Adam Shapiro stopped investing in emerging markets.

11:26 - Why the U.S. is a great—but potentially perilous—place to invest.

25:31 - What he learned at Goldman Sachs about intelligent investing.

32:02 - How he identifies fund managers who are likely to outperform.

40:01 - Why he favors small funds run by young & hungry investors.

45:56 - What human qualities lead to investment success.

51:53 - How Adam built an investing edge through networking.

1:13:21 - Why Adam is wary of index funds & ETFs.

1:20:05 - How David Swensen’s Yale Endowment Model can be updated.

1:21:31 - Why his #1 financial rule is “never, ever run out of liquidity.”

1:24:20 - How to reduce your risk & ensure survival in extreme conditions.

1:32:22 - Why firms like Millennium & Citadel may be riskier than they seem.

1:43:16 - How to improve your portfolio & life by subtracting excess “filler.”

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Adam Shapiro’s investment firm, EastRock Capital.
Harvard Business School’s case study of EastRock Capital.
Adam Shapiro’s articles in his LinkedIn newsletter.
Check out Institutional Investor’s article on why early life-cycle funds outperform.
Seth Stephens-Davidowitz’s book, “Don’t Trust Your Gut.”
David Swensen’s book, “Pioneering Portfolio Management.”
Roger Lowenstein’s book, “When Genius Failed.”
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin

2 augusti 2024 | 73 min

BTC193: The Financialization of Bitcoin Blockspace w/ Bob Burnett (Bitcoin Podcast)

31 juli 2024 | 60 min

In this episode of the Bitcoin Fundamentals Podcast, we interview Bob Burnett, a Bitcoin mining and technology expert. Bob explains why the value of a block is largely misunderstood and how the future of mining may differ from common assumptions. We discuss the forward marketplace for blockspace, the economic implications of its scarcity, and the evolving role of miners. Bob also shares insights into the strategic importance of securing blockspace for major corporations and the potential symbiotic relationships between mining and financial services companies. Tune in to learn about the dynamics of blockspace, the impact of Bitcoin on energy markets, and what the future holds for the Bitcoin ecosystem.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:17 - The often misunderstood value of a block.

05:33 - The future of Bitcoin mining and how it may evolve.

08:53 - The concept of a forward marketplace for blockspace.

21:59 - Why blockspace is both a commodity and absolutely scarce.

24:45 - The strategic importance of securing blockspace for major corporations.

30:11 - How miners are shifting from producing Bitcoin to offering blockspace.

37:09 - The potential impact of mining on financial services companies.

39:47 - How the value of a block is determined beyond just transaction fees.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bob Burnett's website: Barefoot Mining.
Related episode: Bitcoin's Hardware Future with Bob Burnett.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP648: Essential Skills for Successful Investing w/ Ian Cassel

28 juli 2024 | 80 min

On today’s episode, Kyle Grieve chats with Ian Cassel about the art of success in the private investing world, key investing skills to help manage stress, simple methods for finding new investing ideas, consolidating your stock buying framework, the challenges that must be overcome to hold a stock successfully, when they sell a stock, how to develop perseverance like a legendary investor, and a whole lot more!

Ian had a long history as a full-time private investor of microcaps. He then transitioned to become the founder of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of IntelligentFanatics.com. He’s co-authored two books on Intelligent Fanatics.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:15 - The stresses that must be overcome with being a private investor.

05:18 - Why you shouldn't project performance through a bull market with performance going forward (good performance through a bull market is unlikely to remain the same over a full cycle).

12:20 - How to think about survival with your portfolio through brutal bear markets.

17:11 - A sneak peek into Ian's framework for the skills of investing that are required for outperformance.

23:49 - How to build the skill of identifying stock ideas and Ian's five favorite ways.

28:53 - The power of thinking about the downside before thinking of the upside in investing.

36:21 - Why you can pay double your initial price for a business with increasing earnings power and get a better deal at a higher price.

42:50 - The potential weaknesses of coffee canning and why it does not work on every investment.

46:38 - The four reasons for selling a stock.

1:03:51 - How to deal with biases with being a long-only investor.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Read the MicroCapClub Blog and sign up for the newsletter here.
Join the MicroCapClub here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP647: Value Investing Masterclass w/ Soo Chuen Tan

26 juli 2024 | 77 min

BTC192 - Silicon Valley Mafia Holding the Elite’s Bitcoin w/ Mark Goodwin (Bitcoin Podcast)

24 juli 2024 | 68 min

In this episode, Mark Goodwin, author of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin," explores the article's central themes, the concept of 'covert dollarization,' and Bitcoin's impact on venture capital and US intelligence. We also cover privacy and security concerns, and the future of Bitcoin in emerging markets.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:07 - The central message of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin."

02:49 - Insights from Mark Goodwin's book, "The Bitcoin Dollar."

05:25 - Explanation of Endeavor and its importance in the entrepreneurial ecosystem.

09:13 - The concept of 'covert dollarization' and its implications.

23:25 - How venture capital firms, influenced by US intelligence and organized crime, shape entrepreneurs and how Bitcoin fits into this dynamic.

31:28 - Predictions for the future of Bitcoin in Latin America over the next decade.

35:07 - Privacy and security concerns for individuals using Bitcoin in data-driven models by Big Tech companies.

49:03 - The potential for Bitcoin to empower or challenge entrepreneurial ecosystems in emerging markets.

50:59 - The impact of the US intelligence community's relationship with Silicon Valley on Bitcoin's development and adoption.

53:14 - Addressing the connection between organized crime and the elite’s control over Bitcoin to ensure it remains a force for good.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Mark Goodman’s article: The Chain of Custody: The Mafia Holding the Elite's Bitcoin.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve

21 juli 2024 | 70 min

On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business is vital to successful long-term investing, specific ways to learn more about a business, it’s management, and its products, how to create your own business grapevine to monitor your investments, details on how Philip Fisher’s investing philosophy and how it developed, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:12 - The importance of avoiding dogmatic thinking in investing

05:13 - Why owning growing businesses is so powerful for great investments

05:47 - How to evaluate a business growth prospects

08:43 - How you should look at relations between a business and its employees

14:44 - How Amazon has strengthened their moat by thinking long-term

26:27 - The three ways a business can fund its growth and which are the most beneficial to shareholders

33:56 - Why you should seek transparency in your management teams

35:17 - How to balance investing in growth businesses with being a conservative investor

44:57 - Why having the ability to see the future of a business's profits is so key for minimizing risk

53:07 - The importance of consistently monitoring your businesses, no matter how well they've performed for you in the past

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Common Stocks and Uncommon Profits by Philip Fisher here.
Buy Where The Money Is by Adam Seessel here.
Buy 7 Powers by Hamilton Helmer here.
Buy What I Learned About Investing From Darwin by Pulak Prasad here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP645: The King of Luxury: Bernard Arnault & LVMH w/ Christian Billinger

19 juli 2024 | 67 min

BTC191 - Nuclear Power and Bitcoin w/ Ryan MacLeod (Bitcoin Podcast)

17 juli 2024 | 63 min

TIP644: Richer, Wiser, Happier Q3, 2024 w/ Stig Brodersen & William Green

14 juli 2024 | 87 min

TIP643: The Luxury Strategy w/ Christian Billinger

12 juli 2024 | 69 min

BTC190: MMA Legend Kenny Florian on PoW and Bitcoin (Bitcoin Podcast)

10 juli 2024 | 58 min

RWH047: Investing In The Era of Climate Change w/ Bruce Usher

7 juli 2024 | 104 min

In this episode, William Green chats with Bruce Usher, author of a book titled “Investing in the Era of Climate Change.” Bruce, a successful entrepreneur, investor, & Columbia Business School professor, discusses the “once-in-a-lifetime” investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify, & how to profit as trillions of dollars flow into innovative climate change solutions that will change the world—from electric vehicles to solar energy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:37 - Why Bruce Usher sees climate change as a huge opportunity (& risk) for investors.

08:34 - How the transition to a low-carbon future will transform the global economy.

10:53 - How extreme weather is finally altering perceptions of climate change.

13:45 - How to protect against environmental threats to your property.

20:39 - Why electric vehicles & renewable energy are key drivers of decarbonization.

33:42 - How Berkshire Hathaway is playing the energy transition.

49:05 - Why leading companies like Apple & Microsoft are serious about sustainability.

54:02 - Why it’s wise to consider environmental factors before buying any stock.

01:03:53 - How to invest in funds & ETFs that reduce your exposure to climate risk.

01:12:44 - How billionaires like Bill Gates & Jeff Bezos invest in climate change solutions.

01:23:01 - What consumers can do to reduce their negative impact on the environment.

01:27:47 - Why Bruce thinks humanity might still avoid catastrophic climate change.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bruce Usher’s book, Investing in the Era of Climate Change.
Bruce Usher’s book, Renewable Energy: A Primer for the Twenty-First Century.
William Green’s podcast interview with Bryan Lawrence.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP642: The Story of Starbucks: Building an Iconic Brand w/ Clay Finck

5 juli 2024 | 83 min

BTC189: Prince Philip of Serbia on Bitcoin (Bitcoin Podcast)

3 juli 2024 | 72 min

TIP641: Improve Decision Making with Mental Models w/ Clay Finck & Kyle Grieve

30 juni 2024 | 84 min

On today’s episode, Kyle Grieve and Clay Finck continue their conversation on Investing: The Last Liberal Art by Robert Hagstrom. We discuss details on why using the right explanation for a business is so important to a good investment thesis, simple ways to improve your reading to get more out of the books and content that you consume, how to use simple mathematical concepts to improve your decision making in real-time, how to understand better System I and System II thinking and how it directly applies to investing, some of the latest mental models Kyle has learned from interviewing recent guests, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:34 - How to use the proper explanations in your analysis to determine the right comparable best.

06:18 - Why Tesla is so misunderstood.

10:33 - Why the economics of Dino Polska make it an invalid comparison to other grocers.

12:02 - The power of narratives in investing and how we can guard ourselves from getting overly optimistic.

17:43 - How to optimize reading for learning.

40:18 - How to use Bayes theorem to tip odds in your favour and change your position sizing.

45:45 - Why value and prices become disconnected, and how human psychology plays into this.

50:20 - Why intuition (system I thinking) is so difficult to rely on in the stock market.

01:09:22 - How to make thinking in mental models a habit.

01:14:59 - Some of the latest mental models Kyle has learned from interviewing some of his latest guests.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Investing: The Last Liberal Art here.
Buy The Great Mental Models here.
Learn more about Mental Models here.
Buy Poor Charlie’s Almanck here.
Buy More Than You Know here
Follow Clay on Twitter and LinkedIn.
Follow Kyle on Twitter and LinkedIn
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP640: Investing: The Last Liberal Art w/ Clay Finck & Kyle Grieve

28 juni 2024 | 67 min

BTC188: Claude Shannon and Information Theory with Jimmy Soni (Bitcoin Podcast)

26 juni 2024 | 59 min

RWH046: A New Golden Age w/ Bob Robotti

23 juni 2024 | 122 min

In this episode, William Green chats with Bob Robotti, a great investor who’s crushed the S&P 500 over the last 40 years. Bob, the President & Chief Investment Officer of Robotti & Co, explains why he believes we’re in a “new golden age” for active, value-oriented investors (not index funds); why he expects persistently high inflation; why he’s betting heavily on the resurgence of Old Economy businesses; & how he’s positioned to profit from “the first truly global energy crisis.”

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

12:18 - How Bob Robotti lucked into the ideal job for an aspiring investor.

33:19 - How working for Mario Gabelli was like a one-on-one MBA.

40:22 - Why Bob thinks we’re in a new golden age for savvy stockpickers.

40:48 - Why he’s betting heavily on a “metamorphosis of the Old Economy.”

46:16 - How globalization is evolving as China loses its edge.

50:49 - Why energy-intensive US companies have a long-term advantage.

57:33 - Why owning the “Magnificent Seven” looks like a risky bet.

58:23 - What an era of persistently high inflation means for investors.

1:03:35 - How value investing has changed.

1:19:01 - How Bob is positioned for “the first truly global energy crisis.”

1:38:06 - How his life has been enriched by helping young people.

1:43:45 - What he learned from his wife and father about facing adversity.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bob Robotti’s investment firm, Robotti & Co.
Bob Robotti’s writings.
Check out MedShadow.org, a health-related site founded by Bob Robotti’s wife, Suzanne.
William Green’s podcast with John Spears: Winning the Long Game | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP639: Buffett's Favorite Business Book w/ David Fagan

21 juni 2024 | 67 min

BTC187: Home Heating and Bitcoin Mining w/ Alex Busarov (Bitcoin Podcast)

19 juni 2024 | 54 min

TIP638: Gold w/ Lyn Alden

16 juni 2024 | 63 min

TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

14 juni 2024 | 62 min

BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)

12 juni 2024 | 57 min

TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck

9 juni 2024 | 53 min

BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast)

5 juni 2024 | 81 min

TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom

2 juni 2024 | 75 min

TIP634: Value Investing Fundamentals w/ John Huber

31 maj 2024 | 62 min

BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

29 maj 2024 | 60 min

RWH045: Real Success w/ Christopher Tsai

26 maj 2024 | 144 min

TIP633 : What I Learned from Chris Mayer w/ Clay Finck

24 maj 2024 | 59 min

BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil

22 maj 2024 | 54 min

TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

19 maj 2024 | 80 min

TIP631: The Bullish Energy Cycle w/ Arvind Sanger

17 maj 2024 | 55 min

BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast)

15 maj 2024 | 70 min

TIP630: The Wealthy Gardener w/ Kyle Grieve

12 maj 2024 | 58 min

TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve

10 maj 2024 | 83 min

BTC181: The US's Economic Hitman w/ John Perkins

8 maj 2024 | 53 min

TIP628: The Inner Scorecard w/ Mohnish Pabrai

5 maj 2024 | 69 min

TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve

3 maj 2024 | 78 min

BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast)

1 maj 2024 | 60 min

RWH044: How To Beat The Market w/ Bryan Lawrence

28 april 2024 | 130 min

TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon

26 april 2024 | 71 min

BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)

24 april 2024 | 68 min

TIP625: Berkshire Hathaway w/ Chris Bloomstran

21 april 2024 | 77 min

TIP624: Studying Financial History w/ Clay Finck

19 april 2024 | 54 min

BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)

17 april 2024 | 55 min

TIP623: The Art Of Decision Making w/ Annie Duke

14 april 2024 | 70 min

Kyle Grieve chats with Annie Duke about her own story of quitting and how it helped sparked the idea for one of her books, the importance of base rates in helping us make better decisions, how to improve our investing processes when we have long feedback loops, the importance of using kill criteria to quit an investment or hypothesis, how to use a quitting coach to help you quit things we hold onto for too long, the importance of dissociating ourselves from our most cherished ideas, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:28 - Annie's own story of quitting and how it got here to where she is today.

15:50 - Why expected value is so crucial for investors to manage risk best.

20:15 - The importance of understanding base rates.

20:15 - How we can use base rates to help us best understand expected values of our investments.

24:55 - How we can reframe our analysis of a business to close feedback loops on long-term investments.

32:40 - How we can get transfer from one skill to another far away skill (e.g. chess to investing).

45:28 - How we can use kill criteria in our investing decision-making to improve our abilities to quit a losing investment.

45:28 - How to engineer your decision-making to give yourself an outside view.

51:11 - How we can disassociate ourselves from our investments to reduce the impacts of the endowment effects.

51:32 - How to set up a quitting coach by permitting them to disagree with you.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Quit: The Power of Knowing When to Walk Away here.
Buy Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts here.
Check out Annie’s substack here.
Learn more about Annie Duke here.
Related Episode: RWH015: Betting Better In Markets & Life w/ Annie Duke | YouTube video.
Related Episode: TIP231: The Mind Of A World Poker Champion w/ Annie Duke | YouTube video.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

12 april 2024 | 72 min

BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)

10 april 2024 | 59 min

TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham

7 april 2024 | 65 min

Kyle Grieve chats with Lawrence Cunningham about Lawrence’s fascination with Warren Buffett and Berkshire Hathaway, why corporate governance is so crucial for shareholders to understand, the power of transparency, accountability, and ethical decision-making, how Warren Buffett created his shareholder letters to create a competitive advantage, a list of some incredible businesses to research to understand best top-notch corporate governance, the makeup of a successful incentive program and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - How corporate governance protects shareholders.

06:53 - Why Warren Buffett has created a competitive advantage by writing his shareholder letters the way he does.

09:54 - A few businesses that have excellent corporate governance that investors should research.

13:35 - Lessons from Charlie Munger and Philip Fisher that helped Warren better understand quality.

29:39 - How Warren's alignment with shareholders is such a competitive advantage.

30:07 - Why Berkshire is such an attractive buyer compared to alternatives.

33:04 - A breakdown of some simple and complicated investments Warren has made using the 1-foot and 7-foot hurdle analogy.

40:41 - The ABCs of capital allocation and why all board members should understand them deeply.

46:27 - How Warren tracks intrinsic value for different business models and why you should utilize multiple tools.

56:32 - Why it's so hard for most companies to have shareholder-friendly incentive programs.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy The Essays Of Warren Buffett: Lessons For Corporate America here.
Buy Dear Shareholder: The best executive letters from Warren Buffett, Prem Watsa and other great CEOs here.
Check out Lawrence’s other books here.
Related Episode: MI305: Exploring The DNA of Quality Businesses w/ Lawrence Cunningham | YouTube Video.
Related Episode: TIP330: Warren Buffett w/ Lawrence Cunningham | YouTube Video.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP620: The Intelligent Investor by Benjamin Graham

5 april 2024 | 60 min

BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)

3 april 2024 | 70 min

TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve

31 mars 2024 | 62 min

TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck

29 mars 2024 | 87 min

BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast)

27 mars 2024 | 60 min

TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson

24 mars 2024 | 69 min

Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can utilize specific modes of communication to foster the learning process, why we should concern ourselves more with the truth and less on being right, how the markets have developed in the last decade pertaining to sideways markets, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:04 - What soul in the game is and why it's so important to understand it if you want to truly excel at investing and other passions.

07:36 - Why meditation is such a powerful tool to help improve stress.

13:40 - How Vitaliy prioritizes areas of his life to ensure he's spending the right amount of time on high-priority areas.

19:13 - How stoicism has helped Vitaliy remove the volatility of negative emotion in the market and life.

20:13 - How investors can utilize the dichotomy of control to navigate volatile markets better.

20:13 - Simple negative visualizations to use on individual stocks and your portfolio to improve decision-making.

36:43 - Why toxic environments can influence us to live by other people's values.

40:30 - Why specific tasks should be delegated so you are focused only on creating value.

48:16 - Why our modes of communication can limit or expedite our abilities to improve and learn.

48:25 - The importance of discovering the truth for successful investing.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Soul In The Game here.
Buy The Little Book Of Sideways markets here.
Read Vitaliy’s articles here.
Check out Vitaliy’s fund, IMA, here.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP616: The Godfather of Influence w/ Dr. Robert Cialdini

22 mars 2024 | 59 min

BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast)

20 mars 2024 | 65 min

RWH043: Survive & Thrive w/ Guy Spier: Part 2

17 mars 2024 | 107 min

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weaknesses. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:36 - What dumb investment behavior Guy Spier strives to avoid

05:12 - What type of companies he shuns

07:05 - Why good relationships are a key to financial & personal success

07:25 - Why we should be especially wary of leverage

15:46 - Why it’s vital to find “friends along the path” who support us emotionally

29:34 - Why it’s helpful to shine a light on our own weaknesses

41:18 - How he handles painful, contentious conversations

51:24 - How to engage with people whose beliefs & experiences differ from ours

1:07:05 - What role money does—or doesn’t—play in a rich & meaningful life

1:11:11 - What Guy learned from Warren Buffett’s exercise of writing your own obituary

1:31:39 - How reading great literature can make you wiser & happier

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Related Episode: William Green’s 2023 interview with Guy Spier | YouTube Video.
Related Episode: William Green’s 2022 interview with Guy Spier | YouTube Video.
Related Episode: William Green’s interview with Daniel Goleman & Tsoknyi Rinpoche | YouTube Video.
Related Episode: William Green’s interview with Chris Davis | YouTube Video.
The Dishcast podcast with David Brooks on “Transcending Hate & Loneliness”.
Daniel Siegel’s book “The Developing Mind”.
Harville Hendrix’s book “Doing Imago Relationship Therapy in the Space-Between”.
Marcel Proust’s book “In Search of Lost Time”.
Guy Spier’s book, “The Education of a Value Investor" – read reviews of the book.
Subscribe to Guy Spier’s free newsletter.
Guy Spier’s podcast and website.
Guy Spier interviews William Green about his book, “Richer, Wiser, Happier”.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

RWH042: Survive & Thrive w/ Guy Spier: Part 1

17 mars 2024 | 73 min

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:07 - Why it’s so intense for Guy Spier & William Green to collaborate

10:19 - How telling the truth changed Guy’s life

17:53 - Why the Global Financial Crisis terrified him

24:52 - Why it’s hard to invest rationally in the real world of chaos & confusion

29:25 - How Guy deals with his emotions when making investment decisions

35:03 - Why his default position is to hold his stocks indefinitely & resist meddling

38:48 - Why he didn’t sell his stake in Alibaba

42:01 - Why he’s pleased with & disappointed by his investment returns

46:32 - Why his mission is long-term compounding without catastrophe

55:06 - What Guy learned from investing in a company that went bankrupt

57:57 - What the fastest skiers can teach us about success & survival

1:00:02 - How excessive risk destroyed a fund manager he once knew

1:04:13 - What we can learn from Warren Buffett about financial resilience

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Related Episode: William Green’s 2023 interview with Guy Spier | YouTube Video.
Related Episode: William Green’s 2022 interview with Guy Spier | YouTube Video.
Guy Spier’s book, “The Education of a Value Investor" – read reviews of the book.
Subscribe to Guy Spier’s free newsletter.
Guy Spier’s podcast and website.
Guy Spier interviews William Green about his book, “Richer, Wiser, Happier”.
Read Gandhi: An Autobiography – The Story of My Experiments with Truth.
Luca Dellanna's book, "Ergodicity".
David Hawkins' book, “Power vs Force”.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP615: Current Market Conditions w/ Richard Duncan

15 mars 2024 | 70 min

On today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more.

Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.

Since 2013, Richard has published Macro Watch, a video newsletter that analyzes the forces driving the economy and the financial markets in the 21st Century.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - How our modern-day economy is structured with the US dropping the gold standard in 1971.

10:29 - Why our economy requires perpetual credit expansion.

17:46 - How the credit environment has developed since 2020.

26:11 - What a recession is and what the implications of a recession are.

29:47 - Why Richard foresees a recession in 2024.

31:55 - The primary drivers of credit growth.

43:26 - Why we’ll likely see interest rate cuts in 2024.

53:03 - The drawbacks of our modern-day economy.

60:00 - Indicators that investors need to monitor in today’s economy.

64:03 - Where the US is at in the AI race.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Richard Duncan Website.
Macro Watch Website.
The Money Revolution Book.
Related Episode: TIP488: Current Market Conditions w/ Richard Duncan | YouTube Video.
Related Episode: TIP424: How to Finance the Next American Century w/ Richard Duncan | YouTube Video.
Follow Richard on Twitter.
Follow Clay on Twitter.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC173: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard (Bitcoin Podcast)

13 mars 2024 | 65 min

TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck

10 mars 2024 | 94 min

TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve

8 mars 2024 | 88 min

BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)

6 mars 2024 | 71 min

TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton

3 mars 2024 | 56 min

Kyle talks to Lauren Templeton about the many investing and life lessons she learned from investing legend Sir John Templeton, how she sets up her daily life to stay disciplined and avoid biases, how to utilize the scientific method for investing purposes, how we can use lessons from history to improve our decision making today, the importance of utilizing multiple evaluation tools to find great investments, sectors that are facing maximal pessimism today that might be the winners of tomorrow, and much, much more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:56 - Why we should combat “home bias”.

05:56 - Why high savings rates are so important for new opportunities.

05:56 - How savings rates have changed with the times.

05:56 - The hurdles you need to overcome for investing in Japan.

12:06 - The importance of looking at unpopular sectors.

12:24 - What Sir John Templeton thought about quality.

12:24 - Why maximum optimism is a risky place to deploy capital.

12:24 - How Sir John Templeton offset value traps using his strategy.

12:24 - Why you should use multiple evaluation tools in your analysis.

17:38 - How Lauren created her life to stay disciplined.

17:38 - The strengths of lowering how reactive you are.

17:38 - The importance of living a disciplined lifestyle to improve yourself.

21:18 - How to utilize the scientific method in investing.

27:01 - How Lauren has decreased the effects of FOMO.

27:01 - The importance of removing yourself from the crowd.

29:54 - How Lauren has used inversion to help her investing strategy.

34:22 - Why you should look at sectors with bad outlooks.

34:22 - How Lauren fights confirmation bias.

43:10 - How Lauren’s investing strategy has altered given the current macro backdrop.

47:07 - The importance of alignment between your daily life and investing philosophy.

47:07 - How Sir John Templeton tinkered with his portfolio while staying true to his core philosophy.

49:11 - Why you should understand maximum pessimism and how it creates opportunities.

49:11 - The historical returns in small caps after having the valuation gap we are seeing today.

49:11 - Why Lauren thinks China is showing maximum pessimism based on her observations at ValueX.

49:11 - Why Lauren sees an opportunity in small caps right now.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Lauren’s book, The Templeton Way here.
Listen to Lauren’s podcast, Investing The Templeton Way here.
Subscribe to her newsletter, the Maximum Pessimism Report here.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP611: The Bear Case for China w/ Kyle Bass

1 mars 2024 | 60 min

BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)

28 februari 2024 | 53 min

TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

25 februari 2024 | 87 min

TIP609: Fooled by Randomness by Nassim Taleb

23 februari 2024 | 61 min

BTC170: Bitcoin's Hardware Future w/ Bob Burnett (Bitcoin Podcast)

21 februari 2024 | 77 min

RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz

18 februari 2024 | 115 min

In this episode, William Green chats with famed investor Bruce Berkowitz, whose Fairholme Fund has beaten the S&P 500 by 529 percentage points over 23 years. Bruce, who was named Morningstar’s Domestic Stock-Fund Manager of the Decade in 2009, talks here about the ups & downs of his volatile career, how he changed his investment strategy after three costly losses, why he likes cash as a kind of “financial valium,” & why 80% of his fund is riding on one stock.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:44 - What Bruce Berkowitz learned about odds by working as a bookmaker.

06:26 - What his stint as a broker taught him about how not to invest.

34:18 - Why he makes huge bets on a tiny number of stocks.

41:53 - How he’s riding a multi-decade wave of migration to Florida.

48:57 - How he justifies betting 80% of his fund on one stock.

54:59 - How he’s playing long-term trends in the energy sector.

56:56 - Why he’s changed the way he invests.

59:08 - Why he’s acutely wary of bank stocks.

59:20 - What he learned from losing big on Sears, Fannie Mae, & Freddie Mac.

1:17:53 - Why he views cash as a valuable form of “financial valium.”

1:28:51 - How he assesses the investment threat of global warming.

1:33:50 - Why he operates as a lone wolf, not part of a team.

1:39:53 - What he’s tried to teach his three children.

1:45:31 - How he handles setbacks.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bruce Berkowitz’s investment firm, Fairholme Funds.
Vaclav Smil’s book How the World Really Works.
Vaclav Smil’s book Energy & Civilization.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP608: Long-Term Compounding w/ Chris Mayer

16 februari 2024 | 63 min

BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)

14 februari 2024 | 56 min

TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola

11 februari 2024 | 52 min

Kyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance of understanding the capital raising process, why value will always succeed in the long term, the current state of microcaps and much, much more!

Paul Andreola is a highly successful microcap investor who has been managing his own money for over 30 years. He is a board member for Atlas Engineered Products, Total Telcom, and Departure Bay Bay Capital. He’s a big proponent of microcap investing and runs an investing community called SmallCap Discoveries where he interviews CEOs of microcap businesses and shares his ideas and strategies.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:28 - The importance of flipping over as many rocks as possible.

05:00 - The power of owning businesses that institutions can’t invest in.

05:08 - Why focus your efforts on profitable businesses that are growing.

05:22 - How to use the price-to-earnings-growth ratio to help you identify undervalued growth stocks.

06:22 - How to add a margin of safety using the PEG ratio.

06:22 - How to use the PEG ratio to help you determine what needs to be sold.

08:43 - How increasing fund flows can attract low-quality businesses in search of capital.

09:46 - Why owning profitable companies can de-risk your investing.

09:46 - Why you should stay away from low-growth businesses even when they are cheap.

13:23 - Why you should stay away from businesses that are likely to heavily dilute shareholders.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Check out Paul’s services at Smallcap Discoveries.
Read Paul’s articles here.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP606: Multi-Bagger First Principles w/ Ian Cassel

9 februari 2024 | 60 min

BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)

7 februari 2024 | 61 min

TIP605: Untangling Global Outperformers w/ Dede Eyesan

4 februari 2024 | 56 min

On today’s episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the strength of monopoly type businesses when searching for outperformers, the characteristics of outperformers that are least difficult to try to identify, interesting insights into iGaming and IT consulting industries, and much, much more!

Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies on a global scale. They own businesses in countries such as Finland, Poland, China, Mexico, the U.S., Australia, Sweden, Kazakhstan, and France. He authored Global Outperformers: A decade study of the top performing global listed companies (1,000% in 10 years)

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:54 - The primary reasons for China’s lower shareholder returns.

06:12 - Potential value chains in India that Dede finds interesting.

10:20 - Insights into Indian markets, governance issues, and regulation.

14:03 - Why consumer electronics is interesting in India, but not a good business model in most other geographies.

18:04 - The importance of good economics and competitive advantage in finding outperformers.

19:51 - Why monopolies like Airports of Thailand and Texas Pacific Land Corporation made good investments.

26:14 - Insights into two South African companies that are still high quality in Karooooo and Naspers.

34:44 - Why iGaming has low barriers to entry but high barriers to success.

34:55 - Why uncertainty can punish a business’s valuation.

44:37 - Dede’s outlook on his latest acquisition, GoFore, and why he likes IT consulting.

56:59 - GoFore's competitive advantage and growth forecast.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Jenga Investment Partners (IP) Global Outperformers.
Learn more about Jenga Investment Partners here.
Read Jenga IP’s detailed research here.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected]
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve

2 februari 2024 | 79 min

BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)

31 januari 2024 | 62 min

TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green

28 januari 2024 | 132 min

TIP602: Same as Ever w/ Morgan Housel

26 januari 2024 | 54 min

BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)

24 januari 2024 | 70 min

RWH040: Go Global w/ Laura Geritz

21 januari 2024 | 124 min

In this episode, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

08:15 - How Laura Geritz earned the nickname “Money Bags.”

09:41 - How she broke into the investment industry by living in Japan.

12:55 - How she was shaped by the frugal, unflashy culture of rural Kansas.

22:57 - What she learned from her mentor & partner, Robert Gardiner.

30:14 - Why so many talented women quit the investment business.

36:54 - Why she believes many investors are taking too much risk.

38:56 - Why foreign stocks may be overdue for a powerful rebound.

41:20 - How she weighs the risks & rewards of Chinese stocks.

52:26 - How she screens 70,000 stocks to identify great businesses.

1:03:36 - What foreign investors don’t understand about Japanese companies.

1:11:51 - How to become a continuous learning machine.

1:25:38 - How Laura handles adversity when her investing style is out of favor.

1:32:06 - Why she maintains a remarkably uncluttered calendar.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Laura Geritz’s investment firm, Rondure Global Advisors.
Graham Greene’s book The Quiet American.
Yasunari Kawabata’s book Snow Country.
Michael Pollan’s book A Place of My Own.
Rolf Potts’ book Vagabonding.
Pico Iyer’s book The Half-Known Life.
William Green’s podcast interview with Pico Iyer | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP601: Junk to Gold by Billionaire Willis Johnson

19 januari 2024 | 84 min

BTC165: Bitcoin's 2024 Technical Overview w/ NVK (Bitcoin Podcast)

17 januari 2024 | 59 min

TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer

14 januari 2024 | 45 min

TIP599: Top Stocks for 2024 w/ Jonathan Boyar

12 januari 2024 | 52 min

BTC164: Bitcoin & Real Estate w/ Leon Wankum

10 januari 2024 | 55 min

RWH039: Optimal Performance w/ Daniel Goleman

7 januari 2024 | 110 min

In this episode, William Green brings back Daniel Goleman, author of “Emotional Intelligence,” an iconic book that’s sold over 5 million copies. Here, Dan talks about his new book, “Optimal: How to Sustain Personal & Organizational Excellence Every Day.” He explains how to master the skills of emotional intelligence to become more productive, more effective, calmer, & happier.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

04:55 - Why Daniel Goleman seeks sustainable excellence, not a “flow” state.

10:44 - How Peter Lynch illustrates the dangers of driving yourself too hard.

15:54 - Why companies need emotionally intelligent leaders.

17:23 - How to boost creative thinking by allowing yourself time to relax.

32:02 - Why EQ trumps IQ in the professional world.

34:21 - How to enhance the foundational skill of self-awareness.

37:08 - How to become a better listener.

48:39 - What the Dalai Lama told Dan about self-compassion.

49:27 - How emotional self-management enhances decision making.

50:42 - How to recover from stress & avoid burnout.

1:08:50 - How to build focused attention in a wildly distracting world.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Daniel Goleman’s website.
Daniel Goleman’s Emotional Intelligence Courses.
Check out Optimal by Daniel Goleman & Carey Cherniss.
Check out Emotional Intelligence by Daniel Goleman.
Daniel Goleman & Richard Davidson's book, Altered Traits.
Tara Bennett-Goleman's book, Emotional Alchemy.
William Green’s 2023 podcast interview with Daniel Goleman & Tsoknyi Rinpoche | YouTube Video.
William Green’s 2022 podcast interview with Daniel Goleman | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X (AKA Twitter)
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP598: A Tribute to Charlie Munger

5 januari 2024 | 52 min

We Study Billionaires by The Investor's Podcast Network (Trailer)

3 januari 2024 | 1 min

BTC163: A Bitcoin HVAC & Hot Water System in the House w/ Michael Schmid (Bitcoin Podcast)

3 januari 2024 | 65 min

TIP597: Darwin's Investing Lessons w/ Kyle Grieve

2 januari 2024 | 67 min

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 the unique ways they run their fund.

The book illuminates 3 key principles that Nalanda uses for its investing framework:

1. Avoid big risks.

2. Buy high-quality at a fair price.

3. Don’t be lazy – be very lazy.

To help readers understand why he invests this way he dives deep into many of Darwin’s principles to help you understand their potential power in investing.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

20:26 - What a cheetah can teach you about risk

24:33 - Why you should be more focused on risk than returns

25:40 - How things in nature and investing mostly stay the same

27:42 - Some interesting data on why great companies remain great, and poor companies remain mediocre

28:29 - What a Russian scientist can teach us about the power of focusing on one investing metric to help identify wonderful businesses

34:58 - The importance of robustness in nature, and why you should search for the same attribute in business

37:00 - How to identify businesses that can evolve in a fast-changing world and remain on top

43:01 - What guppies can teach us about honest and dishonest signaling

46:06 - Why we should prioritize the past over making bold predictions

48:11 - How to invest without ever doing a discounted cash flow ever again

51:05 - What bear teeth and finches can teach us about the importance of avoiding noise

55:20 - How to use the presence of noise as an opportunity to outperform

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Check out What I Learned About Investing From Darwin.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Follow Kyle on Twitter and LinkedIn.
Check out the books mentioned in the podcast here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP596: Building Wealth Through High-Quality Stocks w/ Stig Brodersen and Clay Finck

31 december 2023 | 83 min

TIP595: Stock Market History & The AI Bubble w/ Jamie Catherwood

29 december 2023 | 56 min

BTC162: The Free Speech Solution - Primal's Miljan Braticevic (Bitcoin Podcast)

27 december 2023 | 69 min

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, and partnerships. Insights into Nostr's current technical challenges and entrepreneurial lessons, along with future prospects for both Nostr and Primal, are also highlighted.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:59 - The Fundamentals of Nostr: Understand what Nostr is and why it's essential for free speech and decentralization.

01:59 - Technical Hurdles in Nostr Development: Gain insight into the major technical challenges currently faced in the development of Nostr.

28:54 - Primal's User-Centric Approach: Learn about Primal's focus on optimizing user experience, onboarding, and performance.

35:01 - Integration of Wallet in Primal: Insights into the integrated wallet feature and its significance for users.

35:12 - Unique Features of Nostr: Discover what sets Nostr apart from other protocols and why it's considered a game-changer.

35:12 - The Role of Zaps in Nostr: Explore how Zaps are fundamental to Nostr and their potential to reshape content publishing and the web.

37:12 - Innovations in Primal Wallet: Learn about the unique features of the Primal Wallet, including its Bitcoin address system and partnership with Strike.

38:19 - Entrepreneurial Lessons and Future Visions: Hear about key learnings as an entrepreneur and the future roadmap for Nostr and Primal.

01:00:47 - Open Sourcing in Primal: Understand Primal's commitment to open sourcing their entire stack and its impact.

01:00:47 - Challenges of Content Moderation: Delve into the complexities of moderating content on a radically open network like Nostr.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Try out the Primal App on Nostr.
Miljan’s Nostr Account.
Preston’s Nostr Account.
Check out the books mentioned in the podcast here.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

RWH038: The $2.6 Trillion Man w/ Rick Rieder

24 december 2023 | 109 min

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 Team, and chairman of the firm-wide BlackRock investment council. A true titan of the investing world, he recently won Morningstar’s 2023 award for Outstanding Portfolio Manager.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

05:57 - What Rick Rieder learned from a disastrous early investment.

24:43 - Why he focuses relentlessly on leverage, liquidity, & cashflow.

40:13 - How access to vast amounts of data gives him an edge.

43:27 - How he distinguishes meaningful news from meaningless noise.

49:13 - Why he gets grumpy in bull markets & relishes periods of dislocation.

55:49 - What great investors like Ray Dalio & David Tepper have in common.

57:46 - How Rick views the current economic outlook.

1:03:16 - How to take advantage of the “incredible blessing” of high bond yields.

1:13:31 - How he operates on 4 ½ hours of sleep.

1:16:00 - Why he loves to trade in the middle of the night.

1:19:34 - How he handles extreme levels of stress & responsibility.

1:24:40 - How he’s maintained a happy family life, despite a fanatical work ethic.

1:30:36 - Why his hero is Cal Ripken, the Iron Man of baseball.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Rick Rieder’s article on “The Fixed Income Opportunity for 2024”.
Rick Rieder’s Strategic Income Opportunities Fund.
Rick Rieder’s Total Return Fund.
Follow Rick Rieder on X (AKA Twitter).
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’s podcast interview with Ray Dalio | YouTube video.
Follow William Green on X (AKA Twitter).
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips

22 december 2023 | 81 min

BTC161: Decentralizing Bitcoin Mining Pools w/ Bitcoin Mechanic (Bitcoin Podcast)

20 december 2023 | 93 min

TIP593: Elon Musk by Walter Isaacson

17 december 2023 | 117 min

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 he is launching dozens of rockets into orbit, taking the lead in the world’s transition to electric vehicles, actively working to stay on top of the world of AI, and has taken over one of the world’s largest social networks in Twitter, now known as X.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

03:48 - The highlights of Elon Musk’s childhood and upbringing in South Africa.

07:03 - The key themes Clay found in Elon’s life.

07:40 - Peter Theil’s key insight in working with Elon.

10:01 - How Elon and Kimbal made their way to the United States.

13:34 - The three fields Musk found in college that he decided he wanted to commit his life to.

15:25 - The early businesses that Elon and Kimbal Musk started in the 90s.

16:58 - What led Elon to join forces with Peter Thiel and create PayPal.

22:29 - The beginnings of SpaceX.

24:26 - The early key decisions within Tesla.

29:35 - Business tactics Elon Musk used that were similar to Steve Jobs.

29:57 - Elon’s master plan for Tesla.

32:44 - What made the great financial crisis one of the most troubling periods of Elon’s career.

53:14 - How Elon got interested in artificial intelligence.

58:58 - How Tesla made it through what Musk called “Production Hell.”

01:11:33 - The backstory of the Cybertruck, Starlink, & Optimus.

01:30:04 - The story of Elon’s takeover of Twitter.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out Elon Musk by Walter Isaacson.
Book Mentioned: The Hitchhiker’s Guide to the Galaxy.
Learn more about Tesla’s developments in artificial intelligence.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Related Episode: TIP417: The Incredible Story of the PayPal Mafia w/ Jimmy Soni or watch the video.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC160: The Hidden Cost of Money w/ Seb Bunney

13 december 2023 | 72 min

RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

10 december 2023 | 126 min

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 while also conveying what made him such an inspiring & idiosyncratic character.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:18 - What it was like for William Green to interview Charlie Munger.

10:07 - What William learned from Charlie about trying to be less stupid.

37:14 - How Charlie’s friendship changed Mohnish Pabrai’s life.

4:48 - What was distinctive about Charlie’s reading habits.

55:59 - How his hard, brusque exterior concealed a soft, sensitive interior.

1:04:50 - Why it’s a huge competitive advantage to be trustworthy.

1:22:50 - How Warren Buffett & Charlie Munger surpassed General Electric.

1:33:36 - Why it’s invaluable to have a partner who challenges your beliefs.

1:37:17 - What Charlie taught Chris Davis about how to learn from our mistakes.

1:49:17 - How to succeed by structuring your life to avoid your weaknesses.

1:55:30 - How Charlie was different from Warren.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Poor Charlie’s Almanack by Charles T. Munger & Peter D. Kaufman
Listen to William Green’s podcast interview with Mohnish Pabrai or watch the video.
Tune in to William Green’s podcast interview with Tom Gayner or watch the video.
Listen to William Green’s podcast interview with Chris Davis or watch the video.
Tune in to William Green’s podcast interview with Joel Greenblatt or watch the video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book
Follow William Green on X (AKA Twitter)
Check out the books mentioned in the podcast here.

NEW TO THE SHOW?

Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP592: Outperforming the Market since 1998 w/ Andrew Brenton

8 december 2023 | 76 min

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 been worth just under $52,000.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:21 - How Andrew’s experience in private markets prepared him to take on public markets.

07:23 - Turtle Creek’s distinguished approach to value investing.

14:25 - What makes for a great, unique business for Andrew to get interested in.

18:06 - Why Turtle Creek chose to focus on mid-caps.

21:07 - How Turtle Creek avoids losing money on almost every investment they make.

23:37 - Why overpaying is the biggest risk for Andrew.

27:31 - How Turtle Creek improves upon an approach of simply buying and holding great businesses.

35:38 - An overview of Premium Brands Holdings.

36:56 - An investment case study of Automation Tooling Systems.

44:25 - How Andrew determined that 25-30 companies in the portfolio is the right amount.

56:53 - What led Turtle Creek to set up a synthetic private equity fund.

01:02:02 - The story of Turtle Creek being the largest shareholder of Home Capital Group prior to Berkshire Hathaway taking a major stake.

01:07:20 - How continuous improvement has played a role in Turtle Creek’s success.

01:13:01 - What’s next for Turtle Creek in the next 25 years.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out Turtle Creek Asset Management.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Related Episode:TIP585: Concentrated Value Investing w/ Shree Viswanathan or watch the video.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC159: Binance, GBTC, FinCEN and More w/ Joe Carlasare & HODL (Bitcoin Podcast)

6 december 2023 | 89 min

TIP591: Currencies and Debt w/ Lyn Alden

3 december 2023 | 76 min

TIP590: Lifelong Learning w/ Jim Kwik

30 november 2023 | 66 min

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 has served as the brain enhancement and high-performance coach and trainer to many of the world’s most admired Fortune 500 CEOs and a variety of public figures and celebrities, including Bill Gates, Tom Brady, Richard Branson, Stan Lee, Oprah Winfrey, Sergey Brin, Larry Page, and Elon Musk’s SpaceX Team. Jim puts high-level people in the position to use their brain power at optimum levels.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:33 - Why we should reconsider the practices we use to learn.

06:46 - Why all behavior is belief-driven.

10:11 - The number one asset we have to achieve anything we desire.

13:16 - The framework Jim uses to stay motivated.

17:45 - Arnold Schwarzenegger’s advice to Jim on what it takes to be the best in your field.

26:46 - How a strong sense of purpose can help anchor us in thinking long-term.

29:49 - How we can reach the flow state.

34:24 - Ways in which we can improve our focus and concentration.

36:43 - Why great questions will lead us to the answers we need.

47:43 - The mental benefits of a reading habit.

52:32 - Why it’s oftentimes better to read a book rather than listen to an audiobook.

56:15 - How you can increase reading retention.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jim’s Book: Limitless.
Jim’s Podcast: Kwik Brain.
Find out your brain type here.
Jay Papasan’s book: The One Thing.
Learn more about the Berkshire Summit by clicking here or emailing Clay at [email protected].
Related Episode:TIP464: The Billionaire Coach’s Playbook w/ Matt Spielman or watch the video.
Related Episode: TIP494: The Worldly Wisdom of Charlie Munger or watch the video.
Related Episode: TIP571: Charlie Munger and the Psychology of Human Misjudgment or watch the video.
Check out all the books mentioned and discussed in our podcast episodes here.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)

29 november 2023 | 66 min

TIP589: Stock Market Crises & Bubbles w/ Brendan Hughes

26 november 2023 | 62 min

BTC157: Personal AI Models and Bitcoin w/ Jeff Booth (Bitcoin Podcast)

22 november 2023 | 73 min

TIP588: Lucrative Opportunities in Private Credit w/ Nelson Chu

19 november 2023 | 52 min

BTC156: Bitcoin is Not A Hedge w/ Parker Lewis (Bitcoin Podcast)

15 november 2023 | 76 min

RWH036: The Power Of Simplicity w/ Anthony Kingsley

12 november 2023 | 102 min

TIP587: Dino Polska: A Polish Compounder w/ Kyle Grieve & Clay Finck

10 november 2023 | 62 min

BTC155: Dylan LeClair Bitcoin Market Overview (Bitcoin Podcast)

7 november 2023 | 82 min

TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra

5 november 2023 | 127 min

TIP585: Concentrated Value Investing w/ Shree Viswanathan

3 november 2023 | 87 min

BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)

31 oktober 2023 | 76 min

RWH035: Learning from Warren Buffett & Charlie Munger w/ Chris Davis

29 oktober 2023 | 137 min

TIP584: Optimizing for the Long-Term w/ Sahil Bloom

27 oktober 2023 | 61 min

BTC153: Bitcoin's Taproot Asset Protocol w/ Ryan Gentry (Bitcoin Podcast)

25 oktober 2023 | 69 min

TIP583: Preparing for the Bear Market to Come w/ Gautam Baid

22 oktober 2023 | 62 min

BTC152: The Debt Event Horizon & Bitcoin w/ Jesse Myers (Bitcoin Podcast)

18 oktober 2023 | 60 min

RWH034: The High Road To Riches w/ Peter Keefe

15 oktober 2023 | 112 min

TIP582: Quality & Defensive Investing w/ Christian Billinger

13 oktober 2023 | 55 min

BTC151: This is NOT Capitalism w/ Allen Farrington (Bitcoin Podcast)

11 oktober 2023 | 53 min

TIP581: Richer, Wiser, Happier Q3, 2023 w/ Stig Brodersen & William Green

8 oktober 2023 | 98 min

TIP580: Clear Thinking w/ Shane Parrish

6 oktober 2023 | 55 min

BTC150: Solving the Oracle Problem w/ Daniel Hinton & Steve Jeffress (Bitcoin Podcast)

4 oktober 2023 | 52 min

TIP579: Big Mistakes by Michael Batnick

1 oktober 2023 | 59 min

BTC149: Parallels to the Roman Empire w/ Dr. Peter St. Onge (Bitcoin Podcast)

27 september 2023 | 65 min

TIP578: Fundamentals of Stock Investing w/ Daniel Pronk & Jake Ruth

24 september 2023 | 74 min

BTC148: Bitcoin and AI w/ Guy Swann (Bitcoin Podcast)

20 september 2023 | 96 min

RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran

17 september 2023 | 73 min

RWH032: The Vigilant Investor w/ Chris Bloomstran

17 september 2023 | 83 min

TIP577: Valuation Masterclass w/ Aswath Damodaran

15 september 2023 | 56 min

BTC147: Fiat Ruins Everything w/ Bitcoin Developer Jimmy Song (Bitcoin Podcast)

13 september 2023 | 65 min

TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra

10 september 2023 | 113 min

TIP575: The Future of AI w/ Bob Muglia

8 september 2023 | 65 min

BTC146: Broken Money 2/2 w/ Lyn Alden (Bitcoin Podcast)

6 september 2023 | 80 min

TIP574: Broken Money 1/2 w/ Lyn Alden

3 september 2023 | 78 min

TIP573: Berkshire's Beginnings w/ Jacob McDonough

1 september 2023 | 76 min

BTC145: Adam Back on Drivechains, Mining Hardware, & L1 scaling w/ James Macedonio (Bitcoin Podcast)

30 augusti 2023 | 70 min

TIP572: Finding Value in the Oil Market w/ Josh Young

27 augusti 2023 | 69 min

BTC144: Bitcoin and Macro Mastermind 3Q 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)

23 augusti 2023 | 88 min

RWH031: Abundance w/ Michael Berg

20 augusti 2023 | 107 min

TIP571: Charlie Munger & The Psychology of Human Misjudgment

18 augusti 2023 | 55 min

BTC143: Local Bitcoin Education & Meet-ups w/ Rod Roudi (Bitcoin Podcast)

16 augusti 2023 | 47 min

TIP570: Back Together w/ Stig Brodersen and Preston Pysh

13 augusti 2023 | 86 min

TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer

11 augusti 2023 | 53 min

BTC142: Bitcoin Policy Update Q3 2023 w/ Perianne Boring (Bitcoin Podcast)

9 augusti 2023 | 57 min

TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

6 augusti 2023 | 73 min

BTC141: Can Bitcoin Lightning Scale Globally w/ Alexander Leishman (Bitcoin Podcast)

2 augusti 2023 | 51 min

TIP567: The Evolution of Value Investing w/ Brian Feroldi

30 juli 2023 | 55 min

BTC140: Game Theory and Bitcoin w/ Scott Lindberg (Bitcoin Podcast)

26 juli 2023 | 71 min

RWH030: From Poverty To Power w/ Arnold Van Den Berg

23 juli 2023 | 151 min

TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid

21 juli 2023 | 61 min

Clay Finck chats with best-selling author, Gautam Baid. We cover the passionate pursuit of lifelong learning, how he achieved his dream of being a professional portfolio manager, why he puts the majority of his focus on high quality businesses, why India’s time has arrived, and much more.

Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is also the Equity Advisor of Complete Circle Stellar Wealth PMS, a portfolio management service which is available to Indian citizens and NRIs globally. Both funds are modeled after the Buffett Partnership fee structure and invest in listed Indian equities with a long-term, fundamental, and value-oriented approach.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:38 - Where Gautam’s passion for value investing and lifelong learning originated from.

07:07 - The realization that Gautam had to pursue his dream of managing money and investing in the stock market.

10:52 - The story of Gautam applying to over 1,300 jobs in the investment industry before landing one as a portfolio manager.

14:38 - How Gautam’s book got published by Columbia Business School and became an international best seller in seven countries.

18:43 - Gautam’s definition of a high quality business.

24:32 - Why Gautam allocates the majority of his portfolio to high quality businesses despite their richer valuations.

30:00 - The characteristics of a business that indicate it has high staying power.

31:06 - How Gautam identifies businesses that can earn super-normal profits.

34:04 - Gautam’s framework for selling stocks in his portfolio.

35:35 - The four stages of a company’s growth cycle.

37:14 - Why Gautam looks for opportunities in all areas of the stock market, including cyclicals, spin-offs, and special situations.

49:54 - Why it’s so important to think probabilistically instead of deterministically.

52:45 - Why forecasting the economy, the Fed, and interest rates is a fool’s errand for stock investors.

55:09 - Why humility is required to be a successful long-term investor.

59:17 - Why US-based investors should consider investing in Indian equities.

61:01 - Why Gautam believes that, “India’s time has arrived.”

64:51 - Long-term structural trends currently happening in India.

69:02 - Why Gautam believes that the incentives in the overall investment industry are broken.

72:40 - The differences Gautam has found between managing a fund and managing his personal portfolio.

75: 47 - Why lifelong learning is paramount to being a successful value investor.

76: 28 - How to create an environment that promotes learning.

78: 38 - Three investing and non-investing books Gautam recommends to our listeners.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out our newly released TIP Mastermind Community.
Learn more about Gautam’s Fund – Stellar Wealth Partners.
Learn more about Complete Circle Wealth.
Check out The Joys of Compounding.
Check out Clay’s review of The Joys of Compounding or watch the video here.
Joel Greenblatt’s book, You Can Be a Stock Market Genius.
Ed Chancellor’s book, Capital Returns.
Fred Schwed’s book, Where are the Customers’ Yachts?.
Terry Smith’s book, Investing for Growth.
Charlie Munger ’s book, Poor Charlie’s Almanack.
Peter Bevelin’s book, Seeking Wisdom.
Michael Mauboussin’s book, More Than You Know.
Check out our recent episode covering the Microcap Investing with Ian Cassel, or watch the video here.
Follow Gautam on Twitter.
Follow Clay on Twitter.

SPONSORS

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC139: Educating the World On Bitcoin w/ John Dennehy (Bitcoin Podcast)

19 juli 2023 | 54 min

TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen

16 juli 2023 | 55 min

TIP564: Capitalizing on Commercial Real Estate Trends w/ Charles Clinton

14 juli 2023 | 53 min

BTC138: A Progressive's Case for Bitcoin w/ Jason Maier (Bitcoin Podast)

12 juli 2023 | 69 min

RWH029: Beyond Rich w/ Pico Iyer

9 juli 2023 | 133 min

TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel

7 juli 2023 | 66 min

BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast)

5 juli 2023 | 69 min

TIP562: How to Cope With Market Cycles

2 juli 2023 | 62 min

BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)

28 juni 2023 | 69 min

RWH028: Lessons From Legends w/ Mohnish Pabrai, Tom Gayner, & John Spears

25 juni 2023 | 85 min

TIP561: Discovering Your Hidden Genius w/ Polina Pompliano

23 juni 2023 | 62 min

BTC135: Binance & Coinbase Vs the SEC w/ Joe Carlasare & Hodl (Bitcoin Podcast)

21 juni 2023 | 77 min

TIP560: Richer, Wiser, Happier Q2 2023 w/ Stig Brodersen & William Green

18 juni 2023 | 109 min

TIP559: Mastering the Market Cycle by Howard Marks

16 juni 2023 | 57 min

BTC134: Bitcoin Integration Into Gaming with André Neves (Bitcoin Podcast)

14 juni 2023 | 64 min

Classic 23: Lessons from Billionaire Peter Thiel

11 juni 2023 | 46 min

TIP558: How Ackman & Taleb Profited Billions During Market Crashes w/ Scott Patterson

9 juni 2023 | 58 min

BTC133: Creating a New Libor on Bitcoin w/ Jesse Shrader (Bitcoin Podcast)

7 juni 2023 | 47 min

TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra

4 juni 2023 | 82 min

TIP556: 100 to 1 in the Stock Market by Thomas Phelps

2 juni 2023 | 57 min

BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)

31 maj 2023 | 63 min

RWH027: High-Quality Investing w/ Christopher Begg

28 maj 2023 | 128 min

TIP555: Lessons from the World's Greatest Capital Allocators

26 maj 2023 | 56 min

BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)

24 maj 2023 | 50 min

TIP554: Mental Models for Successful Investing w/ John Jennings

21 maj 2023 | 77 min

TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa

19 maj 2023 | 85 min

BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)

17 maj 2023 | 51 min

TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell

14 maj 2023 | 66 min

TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023

12 maj 2023 | 71 min

BTC129: How the IMF and World Bank Sell Exploitation As Development w/ Alex Gladstein (Bitcoin Podcast)

10 maj 2023 | 64 min

TIP550: Masterclass w/ Mohnish Pabrai

7 maj 2023 | 66 min

TIP549: 2 High-Quality Compounders

5 maj 2023 | 53 min

BTC128: Evolving w/ the Technium w/ Kevin Kelly (Bitcoin Fundamentals)

3 maj 2023 | 53 min

TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran

30 april 2023 | 88 min

TIP547: The Truth About Stock Market Forecasts

28 april 2023 | 64 min

BTC127: Long-Term Holders Driving the Bitcoin Market w/ Dylan LeClair (Bitcoin Podcast)

26 april 2023 | 72 min

RWH026: Wealth & Health w/ Jason Karp

23 april 2023 | 118 min

TIP546: The Holy Grail of Long-Term Value Investing

21 april 2023 | 55 min

BTC126: Redeeming GBTC w/ David Bailey (Bitcoin Podcast)

19 april 2023 | 64 min

RWH025: Patient Capital W/ Samantha McLemore

16 april 2023 | 130 min

TIP545: The Third Sea Change Has Begun w/ Howard Marks

14 april 2023 | 62 min

BTC125: James Lavish On Why Bitcoin Performs From Here (Bitcoin Podcast)

12 april 2023 | 56 min

TIP544: Life-Changing Returns in Cyclicals & Spinoffs

11 april 2023 | 54 min

TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer

9 april 2023 | 46 min

TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham

7 april 2023 | 56 min

BTC124: Bitcoin is a Strategic National Necessity w/ Pierre Rochard (Bitcoin Podcast)

4 april 2023 | 55 min

TIP541: How Equity Crowdfunding is Changing the Game w/ Daniel Gallancy

4 april 2023 | 53 min

RWH024: Wealth, Wisdom, & Happiness w/ Tom Gayner

2 april 2023 | 86 min

TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson

31 mars 2023 | 63 min

BTC123: The Legacy Banking System in Shambles w/ Alf Peccatiello (Bitcoin Podcast)

29 mars 2023 | 56 min

TIP539: The Banking Crisis Explained w/ Shawn O'Malley

28 mars 2023 | 52 min

TIP538: Richer, Wiser, Happier, Q1 2023 w/ William Green & Stig Brodersen

26 mars 2023 | 127 min

TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle

24 mars 2023 | 82 min

BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast)

22 mars 2023 | 74 min

TIP536: Buffett and Munger’s Principles and Mental Models

21 mars 2023 | 56 min

RWH023: Defensive Investing In Dangerous Times W/ Guy Spier

19 mars 2023 | 134 min

William chats with renowned hedge fund manager Guy Spier. Since launching the Aquamarine Fund in 1997, Guy has beaten the S&P 500 by 200 percentage points & the MSCI World index by 364 percentage points. He’s also the author of “The Education of a Value Investor.” In this conversation, Guy speaks candidly about the challenges he’s facing, including his fear that Russia’s war in Ukraine could escalate, creating a systemic risk for investors. He explains how he’s positioning his portfolio to survive & prosper in these perilous times, & he shares practical advice on how to maintain equanimity amid all this uncertainty.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:56 - How living in a calm & predictable environment helps Guy Spier to invest better.

12:04 - How he resisted the temptation to buy overvalued tech stocks during the recent bubble.

26:11 - Why we must beware of the psychological effects of rapidly rising or falling stock prices.

30:04 - Why Guy refuses to invest in any business that can’t fund all of its growth internally.

44:18 - How going to Berkshire Hathaway’s annual meeting helps to reinforce rational behavior.

53:57 - What Warren Buffett told Guy Spier & Mohnish Pabrai about the perils of debt.

1:13:04 - Why Guy regards the war in Ukraine as a potentially systemic threat to investors.

1:11:56 - Where he’s investing in order to survive & prosper in these times of heightened risk and why he’s invested heavily in China, despite the political & economic dangers.

1:13:55 - Why he’s avoiding weaker countries, including Indonesia & the Philippines.

1:15:01 - How he wrestles with the tricky question of whether to trim or hold his winners.

1:18:17 - Why he’ll never short another stock.

1:19:31 - How he constructs a portfolio that helps him to maintain his emotional equilibrium.

1:43:35 - Why he diverged from Mohnish on the risks & rewards of investing in Turkey.

1:59:08 - What Guy & Mohnish have learned from the stunning success of their friend Li Lu.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to William Green’s 2022 interview with Guy Spier on How to Build Enduring Wealth (RWH009) or watch the video.
Listen to William’s 2022 interview with Guy on High-Performance Habits (RWH010) or watch the video.
Listen to William’s interview with Ray Dalio on the “Richer, Wiser, Happier” podcast or watch the video.
Guy Spier’s book, “The Education of a Value Investor” – Read reviews of the book.
Guy Spier interviews William Green about his book, “Richer, Wiser, Happier.”
Subscribe to Guy Spier’s Free Newsletter.
Guy Spier’s podcast and website.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’s Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

17 mars 2023 | 67 min

BTC121: Bank Failures & Bitcoin w/ Steven McClurg (Bitcoin Podcast)

15 mars 2023 | 71 min

TIP534: The Joys of Compounding by Gautam Baid

14 mars 2023 | 56 min

TIP533: How the Fed went Broke w/ Lyn Alden

12 mars 2023 | 65 min

TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster

10 mars 2023 | 61 min

BTC120: Preston's Top 5 Bitcoin Fundamental Moments, w/ Michael Saylor, Jeff Booth, Gigi, Alex Gladstein, Cory Klippsten, & Pablo Fernandez (Bitcoin Podcast)

8 mars 2023 | 97 min

TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of

5 mars 2023 | 58 min

TIP530: The Top 5 Billionaire Books w/ Richard Wilson

3 mars 2023 | 62 min

BTC119: Merging the Energy Sector with Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)

1 mars 2023 | 66 min

TIP529: Joel Tillinghast & Uncovering the Art of Outperformance

28 februari 2023 | 57 min

TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra

26 februari 2023 | 91 min

TIP527: The Epic Collapse of GE w/ William Cohan

24 februari 2023 | 67 min

BTC118: Deep Dive Aftermath of SBF and the FTX Disaster w/ Mark Goodwin (Bitcoin Podcast)

22 februari 2023 | 66 min

TIP526: Quality Investing: Lessons from Terry Smith

21 februari 2023 | 56 min

RWH022: Multi-billionaire Masterclass w/ Ray Dalio

19 februari 2023 | 101 min

William chats with Ray Dalio, one of the most successful investors of all time. Ray, whose net worth is estimated at $19.1 billion, founded the world’s largest hedge fund firm, Bridgewater Associates, which manages about $150 billion. He’s also the author of the #1 NYT bestseller “Principles: Life & Work,” which has sold over 4 million copies. Here, Ray shares invaluable lessons on how to develop your own principles for success, overcome your biggest obstacles, construct a resilient portfolio, invest wisely in China, think rationally about Bitcoin, & build a happy life that suits your personality. This is a true masterclass on investing & life.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:42 - How Ray Dalio’s habit of writing down his principles changed his life.

08:40 - Why it’s critical to understand yourself & find paths that suit your nature.

11:32 - What Ray discovered about his strengths, weaknesses, values, & motivations.

12:25 - How he succeeds by collaborating with people who are strong where he’s weak.

12:50 - What business leaders like Elon Musk, Bill Gates, & Reed Hastings have in common.

16:08 - How to convert your experiences into principles that will guide your decisions.

17:29 - What Ray learned about risk & survival after a disastrous investment mistake.

21:44 - How he taught himself to embrace pain, harnessing it to become a better investor.

26:59 - How meditation empowers him to make decisions in a calm & centered way.

31:32 - How to apply his five-step process for getting what you want out of life.

32:16 - How to improve your life by identifying the “one big thing” that stands in your way.

45:08 - How to combat your ego & your blind-spots.

47:23 - Why he’s comfortable investing billions in China, despite the uncertainties.

45:31 - How he balances risk & reward by seeking to own 15 “good, uncorrelated bets.”

52:00 - How regular investors can construct a well-diversified, resilient portfolio.

57:16 - What we should learn from the bubble & bust of high-tech stocks & crypto.

1:01:39 - Why he’s deeply skeptical about Bitcoin.

1:05:43 - How economies are driven by credit cycles, & where the U.S. stands in this cycle.

1:18:13 - How to prepare for the future by knowing where you are in the three phases of life.

1:23:57 - Why Ray is becoming more spiritual in the third & final phase of his life.

1:33:18 - Why he’s happy to cede control of his investment firm to a new generation of leaders.

1:38:10 - Why Ray sees ocean exploration, not space exploration, as the greatest adventure of all.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to William Green's 2022 interview with Ray Dalio, The Changing World Order - TIP410, or watch the video.
Principles: Your Guided Journal by Ray Dalio.
Principles: Life and Work by Ray Dalio.
Ray Dalio’s animated video on How the Economic Machine Works.
Ray Dalio’s animated video on Principles for Success.
Ray Dalio’s animated video on Principles for Dealing with the Changing World Order.
Follow Ray Dalio on LinkedIn.
Take the free PrinciplesYou personality assessment test.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt

17 februari 2023 | 69 min

BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)

15 februari 2023 | 83 min

TIP524: Four Wide Moat Stocks for 2023

14 februari 2023 | 57 min

TIP523: Financial Wisdom w/ Cullen Roche

12 februari 2023 | 80 min

TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik

10 februari 2023 | 57 min

BTC116: Bitcoin Ordinals and NFTs on Layer 1 of the Protocol w/ Pierre Rochard (Bitcoin Podcast)

8 februari 2023 | 60 min

TIP521: Warren Buffett's Shareholder Letters

7 februari 2023 | 56 min

RWH021: Investing Amid Uncertainty w/ Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon

5 februari 2023 | 81 min

William Green showcases some of the most valuable insights from four investing superstars who have recently appeared on the Richer, Wiser, Happier podcast: Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon. Here, these famed investors share practical lessons on how to deal with uncertainty & handle the emotional challenges of investing in turbulent times. William adds his own observations, drawing on his conversations with these great investors & with legends like Sir John Templeton, Peter Lynch, & Charlie Munger.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:34 - How a disastrous investment taught Joel Greenblatt that anything can happen.

10:34 - What Fidelity legend Peter Lynch learned from a shocking setback early in his career.

12:06 - How to protect ourselves from uncertainty, bad luck, & our own analytical mistakes.

12:49 - Why Howard Marks warns that you shouldn’t push the limits if you want to avoid ruin.

14:48 - How Joel Greenblatt deals with mistakes by learning from them, then moving forward.

28:08 - How Joel handles the “kick in the stomach” when an investment goes wrong.

35:02 - How to succeed by taking advantage of the wild emotional mood swings of the crowd.

38:30 - Why stock pickers must learn to value businesses, buy at a discount, & then wait.

40:17 - How Bill Miller handles the discomfort of brutal losses during the most turbulent times.

43:00 - What Bill advises regular investors to do so they can endure the pain of market mayhem.

44:33 - Why Howard Marks says we need to be honest about our tolerance for risk & loss.

46:06 - How the best investors diversify or concentrate in ways that suit their temperament.

50:07 - Why Howard believes that “emotion is the greatest enemy of superior investing.”

52:35 - How Sir John Templeton thrived by hunting for bargains in the most-hated markets.

1:00:41 - Why Howard Marks thinks he was wrong to be a “knee-jerk skeptic” about Bitcoin.

1:03:30 - How to safeguard against our own biases, hubris, & overconfidence.

1:08:58 - Why François Rochon is convinced that it’s rational to be optimistic about the future.

1:10:51 - What history shows about mankind’s extraordinary ability to find solutions to its problems.

1:21:31 - Why Warren Buffett says that bad news is an investor’s best friend.

1:23:23 - Why Buffett regards babies being born in America today as “the luckiest crop in history.”

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to William's interview with Ray Dalio, The Changing World Order - TIP410, or watch the video.
Listen to William’s interview with Joel Greenblatt, How to Win the Investing Game - RWH003, or watch the video.
Listen to William’s interview with Bill Miller, Investing Legend Bill Miller on Amazon, Bitcoin, & Buffett - RWH007, or watch the video.
Listen to William’s interview with Howard Marks, Investing Wisely In An Uncertain World - RWH002, or watch the video.
Listen to William’s interview with François Rochon, The Best of the Best - RWH016, or watch the video.
Berkshire Hathaway’s 2015 annual report, featuring Buffett’s optimistic view of the future.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood

3 februari 2023 | 70 min

BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)

1 februari 2023 | 59 min

TIP519: The Education of a Value Investor by Guy Spier

29 januari 2023 | 51 min

TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

27 januari 2023 | 60 min

BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bitcoin Podcast)

25 januari 2023 | 86 min

TIP517: Mohnish Pabrai's Dhandho Investment Framework

22 januari 2023 | 54 min

TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll

20 januari 2023 | 54 min

BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)

18 januari 2023 | 59 min

TIP515: The Little Book of Valuation by Aswath Damodaran

15 januari 2023 | 52 min

TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

13 januari 2023 | 65 min

We Study Billionaires by The Investor's Podcast Network

11 januari 2023 | 3 min

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

11 januari 2023 | 96 min

TIP513: Warren Buffett's Money Mind

10 januari 2023 | 49 min

RWH020: The Disciplined Growth Investor w/ Fred Martin

8 januari 2023 | 120 min

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

6 januari 2023 | 73 min

BTC111: Nostr - Decentralized Social Media and Bitcoin w/ William Casarin (Bitcoin Podcast)

4 januari 2023 | 55 min

TIP511: How to Pick Stocks like Peter Lynch

3 januari 2023 | 54 min

TIP510: Money and Happiness w/ Stig Brodersen and William Green

1 januari 2023 | 67 min

TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch

30 december 2022 | 58 min

BTC110: Japanese Credit Markets, Bitcoin, and Nostr w/ James Lavish (Bitcoin Podcast)

28 december 2022 | 56 min

TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis

27 december 2022 | 50 min

RWH019: Winning the Long Game w/ John Spears

25 december 2022 | 121 min

TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown

23 december 2022 | 60 min

BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre and Morgen Rochard (Bitcoin Podcast)

21 december 2022 | 69 min

TIP506: How Jeff Bezos Built Amazon

20 december 2022 | 73 min

TIP505: The Price of Time w/ Edward Chancellor

18 december 2022 | 49 min

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

16 december 2022 | 67 min

BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast)

14 december 2022 | 64 min

TIP503: The Story of Airbnb and Brian Chesky

13 december 2022 | 63 min

RWH018: How to be Happy w/ Tsoknyi Rinpoche & Daniel Goleman

11 december 2022 | 89 min

TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat

8 december 2022 | 59 min

BTC107: The Real Impact of the IMF and World Bank w/ Alex Gladstein and Sam Callahan (Bitcoin Podcast)

7 december 2022 | 96 min

TIP501: Investing During an Inflationary Environment

6 december 2022 | 53 min

TIP500: Berkshire Hathaway Shareholder's Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck

4 december 2022 | 70 min

TIP499: Investing Through A Bear Market w/ David Gardner

2 december 2022 | 75 min

BTC106: FTX Failure, GBTC, Genesis DCG & more w/ Dylan LeClair (Bitcoin Podcast)

30 november 2022 | 72 min

TIP498: Ray Dalio's Book - Big Debt Crises & How the Economic Machine Works

29 november 2022 | 59 min

RWH017: Fidelity Legend Joel Tillinghast

27 november 2022 | 94 min

Classic 22: Life and investing w/ Mohnish Pabrai

25 november 2022 | 55 min

BTC105: It's Bitcoin Not Crypto w/ Cory Klippsten (Bitcoin Podcast)

23 november 2022 | 54 min

TIP497: Lessons from Billionaire Howard Marks

22 november 2022 | 56 min

TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

20 november 2022 | 75 min

TIP495: The Changing Composition of Money w/ Alfonso Peccatiello

18 november 2022 | 65 min

BTC104: The US FED & Treasury Need Bitcoin w/ Luke Mikic (Bitcoin Podcast)

16 november 2022 | 64 min

TIP494: The Worldly Wisdom of Charlie Munger

15 november 2022 | 54 min

RWH016: The Best Of The Best w/ François Rochon

13 november 2022 | 98 min

IN THIS EPISODE, YOU’LL LEARN:

02:51 - How François Rochon began his market-beating investment journey three decades ago.
08:12 - How the “margin of safety” concept guides him in business, markets, & life.
10:14 - How to succeed by investing in great companies at reasonable valuations.
12:12 - Why it’s critical for investors to have a long time horizon.
15:37 - How to become a better investor by cultivating humility & preparing for disappointment.
16:48 - What he learned from Warren Buffett about the importance of owner’s earnings.
21:47 - Why François resists the temptation to overpay, even for great companies.
25:12 - Why he highlights his investment mistakes in an annual list called the Podium of Errors.
34:03 - How to survive & thrive by taking a middle-of-the-road approach to diversification.
38:30 - Why he believes that market predictions are a waste of time.
40:24 - How he handles bear markets emotionally & uses them to improve his portfolio.
43:10 - Why he loves companies like CarMax, Visa, Alphabet, & Markel.
47:56 - How the president of Constellation Software embodies everything he seeks in a leader.
53:59 - How the best businesses remind François of the beauty & uniqueness of great artworks.
1:11:24 - How he was influenced by studying & meeting investment icon Peter Lynch and what François learned from investing legend Lou Simpson.
1:21:49 - How the best investors succeed by straying from the tribe & forging their own path.
1:15:44 - How it helps him to read broadly about philosophy, art, science, history, & psychology.
1:26:16 - Why it’s rational, not naive, to be an “unwavering optimist.”
1:35:16 - Why François believes that persistence & patience are the key to human achievement.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
François Rochon’s Montreal-based investment firm, Giverny Capital.
Giverny Capital Asset Management, his U.S.-based partnership with David Poppe.
PanzaCollection of art built by Count Giuseppe Panza, one of François’ heroes.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’s Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP493: Should CEOs Have Term Limits? w/ Bill George

11 november 2022 | 64 min

BTC103: Bitcoin Policy Update w/ Jason Brett (Bitcoin Podcast)

9 november 2022 | 70 min

TIP492: The Best Investor You've Never Heard of

8 november 2022 | 63 min

TIP491: Macro and the Energy Market w/ Lyn Alden

6 november 2022 | 65 min

TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus

4 november 2022 | 59 min

BTC102: Bitcoin Lightning Network Changing the Energy Sector w/ Austin Mitchell (Bitcoin Podcast)

2 november 2022 | 52 min

TIP489: Intrinsic Value Analysis of Dollar General & Apple

1 november 2022 | 60 min

TIP488: Current Market Conditions W/ Richard Duncan

30 oktober 2022 | 76 min

BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)

26 oktober 2022 | 83 min

TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study)

25 oktober 2022 | 62 min

TIP486: Macro Investing w/ Cullen Roche

23 oktober 2022 | 81 min

TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe

21 oktober 2022 | 65 min

BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World (Bitcoin Podcast)

19 oktober 2022 | 81 min

TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2)

18 oktober 2022 | 51 min

RWH015: Betting Better in Markets & Life w/ Annie Duke

16 oktober 2022 | 108 min

TIP483: Down But Not Out w/ Cathie Wood

14 oktober 2022 | 60 min

BTC099: Michael Saylor's Deep Dive on Bitcoin Energy Misconceptions (Bitcoin Podcast)

12 oktober 2022 | 160 min

TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)

11 oktober 2022 | 50 min

TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)

10 oktober 2022 | 61 min

TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1)

9 oktober 2022 | 73 min

TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel

7 oktober 2022 | 54 min

BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery (Bitcoin Podcast)

5 oktober 2022 | 122 min

RWH014: The Resilient Investor w/ Matthew McLennan

2 oktober 2022 | 114 min

TIP479: How to Invest w/ David Rubenstein

30 september 2022 | 66 min

BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast)

28 september 2022 | 67 min

TIP478: Market Cycle Masterclass w/ David Stein

25 september 2022 | 71 min

TIP477: Recession Proof Your Portfolio With Farmland w/ Artem Milinchuk

23 september 2022 | 52 min

BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast)

21 september 2022 | 67 min

RWH013: Move Slow, Win Big W/ Thomas Russo

18 september 2022 | 100 min

TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi

16 september 2022 | 57 min

BTC095: Bitcoin Time Stamping w/ Pierre Rochard (Bitcoin Podcast)

14 september 2022 | 84 min

TIP475: Mastermind Q3 2022 w/ Tobias Carlisle

11 september 2022 | 63 min

TIP474: Building 4 Unicorn Companies with Celebrity Partners W/ Brian Lee

9 september 2022 | 57 min

BTC094: The Book of Satoshi w/ Phil Champagne (Bitcoin Podcast)

7 september 2022 | 61 min

Classic 21: Inflation or Deflation w/ Jeff Booth

4 september 2022 | 67 min

TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis

2 september 2022 | 51 min

BTC093: The Debt Spiral Defined w/ James Lavish (Bitcoin Podcast)

30 augusti 2022 | 64 min

TIP472: Inflation Masterclass continued W/ Cullen Roche

28 augusti 2022 | 66 min

BTC092: Bitcoin Energy & Custody w/ Parker Lewis & Will Cole (Bitcoin Podcast)

23 augusti 2022 | 71 min

RWH012: Fear the Fed w/ Jim Grant

21 augusti 2022 | 118 min

TIP470: How to Leverage Information to Serve You Best w/ Ross Dawson

19 augusti 2022 | 74 min

BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare

17 augusti 2022 | 55 min

BTC091 (Part 1): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare

17 augusti 2022 | 56 min

TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh

14 augusti 2022 | 70 min

TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young

12 augusti 2022 | 68 min

BTC090: Risk Free Rates on Bitcoin's Lightning Network w/ Joe Consorti (Bitcoin Podcast)

10 augusti 2022 | 72 min

TIP467: The King of AirBNB w/ Robert Abasolo

7 augusti 2022 | 70 min

BTC089: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca (Bitcoin Podcast)

3 augusti 2022 | 69 min

Classic 20: Our Interview with Tony Robbins

31 juli 2022 | 56 min

TIP466: The Bear Has Arrived w/ Jeremy Grantham

29 juli 2022 | 74 min

BTC088: FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg (Bitcoin Podcast)

27 juli 2022 | 77 min

RWH011: The Emotionally Intelligent Investor w/ Daniel Goleman

24 juli 2022 | 77 min

TIP465: Value Investing in the Digital Age w/ Adam Seessel

22 juli 2022 | 65 min

BTC087: Bitcoin Fedimint - A Decentralized Custody Protocol w/ Obi Nwosu (Bitcoin Podcast)

20 juli 2022 | 82 min

Classic 19: Billionaire Reid Hoffman Lessons Learned

17 juli 2022 | 45 min

TIP464: The Billionaire Coach's Playbook W/ Matt Spielman

15 juli 2022 | 64 min

BTC086: The Macro Hurricane w/ Lawrence Lepard (Bitcoin Podcast)

13 juli 2022 | 76 min

RWH010: High-Performance Habits w/ Guy Spier (Part 2)

10 juli 2022 | 74 min

RWH009: How to Build Enduring Wealth w/ Guy Spier (Part 1)

10 juli 2022 | 109 min

TIP463: Investing for Profit and Joy w/ Howard Lindzon

8 juli 2022 | 52 min

BTC085: Sven Henrich on the Central Banker's Dilemma (Bitcoin Podcast)

6 juli 2022 | 60 min

TIP462: What is money? w/ Lyn Alden

3 juli 2022 | 62 min

TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy

1 juli 2022 | 71 min

BTC084: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish (Bitcoin Podcast)

29 juni 2022 | 75 min

Classic 18: Made in America

28 juni 2022 | 49 min

TIP460: Investing the Sir John Templeton Way w/ Lauren Templeton

26 juni 2022 | 67 min

TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson

24 juni 2022 | 72 min

BTC083: Jack Dorsey’s Decentralized Identity Network w/ Pablo Fernandez (Bitcoin Podcast)

22 juni 2022 | 74 min

Classic 17: Smarter, Faster, Better By Charles Duhigg

21 juni 2022 | 48 min

TIP458: Why Billionaire Charles Schwab Invested in Kalshi w/ Luana Lopes Lara

19 juni 2022 | 64 min

TIP457: Why the Dollar Is Not Collapsing w/ Jeffrey Snider

17 juni 2022 | 67 min

BTC082: The Senator Lummis & Gillibrand Digital Asset Bill w/ Jason Brett & Tyler Lindholm (Bitcoin Podcast)

15 juni 2022 | 59 min

RWH008: Playing to Win w/ Investing Guru Mohnish Pabrai

14 juni 2022 | 115 min

TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti

12 juni 2022 | 70 min

TIP455: Indicators for Crisis Investing w/ Dan Rasmussen

10 juni 2022 | 61 min

BTC081: Bitcoin Legal Tender & International Adoption w/ Mike Peterson

8 juni 2022 | 63 min

Classic 16: Billionaire Phil Knights' Book About Founding Nike

7 juni 2022 | 50 min

TIP454: Current Market Conditions w/ Tobias Carlisle

5 juni 2022 | 74 min

TIP453: The Case for Long-Term Value Investing w/ Jim Cullen

3 juni 2022 | 47 min

BTC080: Macro and Bitcoin Education w/ Greg Foss, James Lavish, Jason Sansone, & Sebastian Bunney (Bitcoin Podcast)

1 juni 2022 | 84 min

Classic 15: The Great Minds of Investing

31 maj 2022 | 97 min

TIP452: Elon's Twitter Takeover and Field Trip's Psychedelic Future w/ Dr. Ryan Yermus

29 maj 2022 | 60 min

TIP451: The Story of Bill Gross aka The Bond King W/ Mary Childs

27 maj 2022 | 54 min

BTC079: The Bitcoin Energy Revolution w/ Shaun Connell (Bitcoin Podcast)

25 maj 2022 | 70 min

RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett

24 maj 2022 | 107 min

TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra

22 maj 2022 | 70 min

TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson

20 maj 2022 | 57 min

BTC078: Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross (Bitcoin Podcast)

18 maj 2022 | 93 min

Classic 14: One Up on Wall Street

17 maj 2022 | 46 min

TIP448: A Way to Hedge Inflation? w/ Dan Handford

15 maj 2022 | 58 min

TIP447: How to Build a Human Bias Defense System w/ Gary Mishuris

13 maj 2022 | 62 min

BTC077: Bitcoin Solves the Time Stamping Problem w/ Gigi (Bitcoin Podcast)

11 maj 2022 | 74 min

RWH006: Master Your Mind w/ Arnold Van Den Berg

10 maj 2022 | 126 min

TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022

8 maj 2022 | 87 min

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

6 maj 2022 | 58 min

BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast)

4 maj 2022 | 42 min

Classic 13: Security Analysis

3 maj 2022 | 47 min

TIP444: The Changing World of Endowments and ESG Policies w/ Ted Seides

1 maj 2022 | 50 min

TIP443: Buffett's Biggest Blunders w/ David Kass

29 april 2022 | 56 min

BTC075: Talking w/ Your Advisor About Bitcoin w/ Morgen Rochard (Bitcoin Podcast)

27 april 2022 | 62 min

RWH005: Meet the Master w/ Aswath Damodaran

26 april 2022 | 100 min

TIP442: Investing in Stocks w/ Mohnish Pabrai

24 april 2022 | 54 min

TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk

22 april 2022 | 56 min

BTC074: Bitcoin is Property w/ Eric Weiss (Bitcoin Podcast)

20 april 2022 | 76 min

Classic 12: The Intelligent Investor

19 april 2022 | 52 min

TIP440: Beating the S&P500 since 2004 w/ Bryan Lawrence

17 april 2022 | 77 min

TIP439: How to Buy Stocks During A Crisis w/ Nick Maggiulli

15 april 2022 | 53 min

BTC073: Bitcoin Policy Considerations w/ Jason Brett (Bitcoin Podcast)

13 april 2022 | 67 min

RWH004: Intelligent Investing w/ Jason Zweig

12 april 2022 | 123 min

TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran

10 april 2022 | 92 min

TIP437: Why Does The Stock Market Go Up? w/ Brian Feroldi

8 april 2022 | 56 min

BTC072: Macro Overview w/ Lawrence Lepard (Bitcoin Podcast)

6 april 2022 | 72 min

Classic 11: Warren Buffett’s Biography

5 april 2022 | 44 min

TIP436: Is the Buffett Partnership Strategy Still Applicable Today? W/ Zack Oliva

3 april 2022 | 59 min

TIP435: Why the Youngest Billionaire Walked Away from Wall Street w/ John Arnold & Michael Faye

1 april 2022 | 60 min

BTC071: How Fiat Blinds Bitcoin's Importance w/ Alex Gladstein (Bitcoin Podcast)

30 mars 2022 | 82 min

RWH003: How To Win The Investing Game w/ Joel Greenblatt

29 mars 2022 | 93 min

TIP434: The Billionaire's Peak Performance Playbook W/ Louisa Nicola

27 mars 2022 | 66 min

TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis

25 mars 2022 | 57 min

BTC070: Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould (Bitcoin Podcast)

23 mars 2022 | 78 min

Classic 10: Warren Buffett's Book Recommendation - The Outsiders

22 mars 2022 | 48 min

TIP432: The Creator Economy, Building a Personal Moat and Mental Health Stack w/ Alex Lieberman

20 mars 2022 | 65 min

TIP431: The Big World of Microcaps w/ Ian Cassel

18 mars 2022 | 62 min

BTC069: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew

16 mars 2022 | 71 min

RWH002: Investing Wisely in an Uncertain World w/ Howard Marks

15 mars 2022 | 71 min

TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

13 mars 2022 | 62 min

TIP429: What is happening with Oil? w/ Josh Young

11 mars 2022 | 70 min

BTC068: Bitcoin Exchange & Mining Policy Incentives w/ Magdalena Gronowska (Bitcoin Podcast)

9 mars 2022 | 51 min

RWH001: The Life Force Revolution w/ Tony Robbins

8 mars 2022 | 60 min

TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

6 mars 2022 | 49 min

TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood

4 mars 2022 | 60 min

BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen (Bitcoin Podcast)

2 mars 2022 | 76 min

Classic 09: Oprah Winfrey - What I Know for Sure

1 mars 2022 | 51 min

TIP426: Gold and Commodities w/ Lyn Alden

27 februari 2022 | 74 min

TIP425: Top 5 predictions for 2022 w/ Andrew Walker

25 februari 2022 | 49 min

BTC066: Creating Bitcoin Products and Infrastructure w/ NVK (Bitcoin Podcast)

23 februari 2022 | 70 min

Classic 08: Jim Collins' book - How The Mighty Fall

22 februari 2022 | 61 min

TIP424: How to Finance The Next American Century w/ Richard Duncan

20 februari 2022 | 72 min

TIP423: Real Estate Update w/ Ian Formigle

18 februari 2022 | 75 min

BTC065: What does the BIS, IMF, & World Bank even do w/ Sam Callahan (Bitcoin Podcast)

16 februari 2022 | 69 min

Classic 07: Billionaire Tony Hsieh's Book - Delivering Happiness

15 februari 2022 | 47 min

TIP422: Frontier Market Investing w/ Maciej Wojtal

13 februari 2022 | 63 min

TIP421: Expectations Investing w/ Michael Mauboussin

11 februari 2022 | 65 min

BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)

9 februari 2022 | 56 min

Classic 06: Elon Musk

8 februari 2022 | 47 min

TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche

6 februari 2022 | 62 min

TIP419: How Art Performs During Inflation w/ Scott Lynn

4 februari 2022 | 53 min

BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast)

2 februari 2022 | 61 min

Classic 05: A History of 5 Stock Market Crashes w/ Scott Nations

1 februari 2022 | 49 min

TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle

30 januari 2022 | 61 min

TIP417: The Incredible Story of the PayPal Mafia W/ Jimmy Soni

28 januari 2022 | 66 min

BTC062: Monetary Cycles and History w/ Mark Moss (Bitcoin Podcast)

26 januari 2022 | 62 min

Classic 04: Joel Greenblatt’s Book - You Can Be A Stock Market Genius

25 januari 2022 | 54 min

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

23 januari 2022 | 59 min

TIP415: Adventures in Fintech with Logan Allin

21 januari 2022 | 61 min

BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen (Bitcoin Podcast)

19 januari 2022 | 71 min

Classic 03: Seth Klarman's Book - Margin of Safety

18 januari 2022 | 54 min

TIP414: Investing and Life Masterclass w/ Guy Spier

16 januari 2022 | 88 min

TIP413: The "Buy" List for 2022 w/ Eddy Elfenbein

14 januari 2022 | 50 min

BTC060: Bitcoin Tech w/ Stephan Livera (Bitcoin Podcast)

12 januari 2022 | 63 min

Classic 02: Tony Robbins’ Book – Money, Master the Game

11 januari 2022 | 58 min

TIP412: Differences between the US and the Eurozone w/ Daniel LaCalle

9 januari 2022 | 55 min

TIP411: How the Federal Reserve Broke the American Economy w/ Christopher Leonard

7 januari 2022 | 71 min

BTC059: Bitcoin is Freedom w/ Nic Carter (Bitcoin Podcast)

5 januari 2022 | 68 min

Classic 01: Ray Dalio's Book - Principles

4 januari 2022 | 50 min

TIP410: The Changing World Order W/ Ray Dalio

2 januari 2022 | 104 min

TIP409: 2021 Top Takeaways

31 december 2021 | 72 min

BTC058: Bitcoin Real Estate Loans w/ Mauricio Bartolomeo & Adam Reeds (Bitcoin Podcast)

29 december 2021 | 50 min

TIP408: A Deep Dive into Terran Orbital w/ Marc Bell

26 december 2021 | 51 min

TIP407: The Evolution of Quant Investing w/ Jonathan Briggs, Ph.D.

24 december 2021 | 61 min

BTC057: How Fiat Works w/ Dr. Saifedean Ammous (Bitcoin Podcast)

22 december 2021 | 62 min

TIP406: Finding Hidden Treasure w/ Thomas Braziel

19 december 2021 | 60 min

TIP405: The Future of Fintech w/ Ryan Caldbeck

17 december 2021 | 56 min

BTC056: Bitcoin Fear, Uncertainty, & Doubt (FUD) w/ Dan Held (Bitcoin Podcast)

15 december 2021 | 57 min

TIP404: The Untold History of Money w/ Joe Brown

12 december 2021 | 73 min

TIP403: Wine Investing Gets Better With Age w/ Anthony Zhang

10 december 2021 | 57 min

BTC055: What is the Cantillon Effect w/ Sahil Bloom (Bitcoin Podcast)

8 december 2021 | 59 min

TIP402: Investing Mastermind Q4 2021

5 december 2021 | 56 min

TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr.

3 december 2021 | 65 min

BTC054: A Sovereign Bitcoin Bond in El Salvador w/ Adam Back & Samson Mow (Bitcoin Podcast)

1 december 2021 | 80 min

TIP400: Mastermind Q4 2021

28 november 2021 | 52 min

TIP399: The Real Life Tony Stark w/ Josh Wolfe

26 november 2021 | 64 min

BTC053: Bitcoin Derivatives & On-Chain Data with Will Clemente & Dylan LeClair (Bitcoin Podcast)

24 november 2021 | 84 min

TIP398: Wisdom from the Greatest Investors w/ William Green

21 november 2021 | 105 min

TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

19 november 2021 | 62 min

BTC052: A Hyper-Bitcoinized World w/ Jeff Booth (Bitcoin Podcast)

17 november 2021 | 72 min

TIP396: China and the Macro Impact w/ Kyle Bass

14 november 2021 | 58 min

TIP395: Option Strategies and Building a Billion Dollar Business w/ Tom Sosnoff

12 november 2021 | 46 min

BTC051: Bitcoin & Why the Bond Market Is Such a Big Deal w/ Greg Foss and Guy Swann (Bitcoin Podcast)

10 november 2021 | 103 min

TIP394: How to invest in ETFs w/ Cullen Roche

7 november 2021 | 68 min

TIP393: Fundamentals for Private Deals W/ Brent Beshore

5 november 2021 | 59 min

BTC050: Bitcoin Policy, Fundamentals, & Impact w/ CJ Wilson & Jimmy Song (Bitcoin Podcast)

3 november 2021 | 83 min

TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole

31 oktober 2021 | 59 min

BTC049: Willy Woo & Bitcoin On-Chain Data Analysis (Bitcoin Podcast)

27 oktober 2021 | 63 min

TIP390: Quantitative Investing Tactics w/ Michael Gayed

24 oktober 2021 | 58 min

TIP389: Buffett's Core Principles w/ Dev Kantesaria

22 oktober 2021 | 56 min

BTC048: Does the Stock to Flow Model Eventually Break w/ Plan B (Bitcoin Podcast)

20 oktober 2021 | 61 min

TIP388: Lessons from Druckenmiller w/ Trung Phan

17 oktober 2021 | 49 min

TIP387: Precious Metals Masterclass w/ Tavi Costa

15 oktober 2021 | 62 min

BTC047: Bitcoin, Supply Chains, Debt Ceilings and More w/ Parker Lewis (Bitcoin Podcast)

13 oktober 2021 | 86 min

TIP386: Global Investment Opportunities w/ Lyn Alden

10 oktober 2021 | 54 min

TIP385: Breaking the Rules w/ David Gardner

8 oktober 2021 | 65 min

BTC046: Bitcoin Full Nodes & Instant Settlement on the Lightning Network w/ BTC Sessions (Bitcoin Podcast)

6 oktober 2021 | 71 min

TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein

3 oktober 2021 | 61 min

TIP383: Exposing Bad Companies w/ Edwin Dorsey

1 oktober 2021 | 52 min

BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin

29 september 2021 | 72 min

TIP382: Investing Mastermind Q3 2021

26 september 2021 | 64 min

TIP381: High Yield Masterclass w/ David Sherman

24 september 2021 | 63 min

BTC044: Bitcoin Privacy w/ Matt Odell (Bitcoin Podcast)

22 september 2021 | 68 min

TIP380: A Holistic Approach w/ David Schawel

19 september 2021 | 52 min

TIP379: Into The Metaverse w/ Greg Isenberg

17 september 2021 | 51 min

BTC043: How to Value Bitcoin Mining with Mike Alfred (Bitcoin Podcast)

15 september 2021 | 58 min

TIP378: Move Forward with Caution w/ Howard Marks

12 september 2021 | 56 min

TIP377: The Antisocial Network w/ Ben Mezrich

10 september 2021 | 51 min

BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden (Bitcoin Podcast)

8 september 2021 | 63 min

TIP376: The Value of Netflix w/ Arif Karim

5 september 2021 | 61 min

TIP375: Creating an Investing Checklist w/ Brian Feroldi

3 september 2021 | 59 min

BTC041: Bitcoin Banking & Infrastructure w/ Bill Barhydt (Bitcoin Podcast)

1 september 2021 | 63 min

TIP374: Mastermind Q3 2021 W/ Tobias Carlisle

29 augusti 2021 | 67 min

TIP373: Resilient Investing w/ Anthony Scaramucci

27 augusti 2021 | 54 min

BTC040: Bitcoin ASIC Manufacturing By Blockstream w/ Dr. Adam Back and Samson Mow (Bitcoin Podcast)

25 augusti 2021 | 86 min

TIP372: Identifying A Great Company w/ Jim Collins

22 augusti 2021 | 86 min

TIP371: The Top of the Cycle w/ Jeremy Grantham

20 augusti 2021 | 57 min

BTC039: The Bitcoin Adoption Curve w/ Croesus (Bitcoin Podcast)

18 augusti 2021 | 56 min

TIP370: Inflation Masterclass w/ Cullen Roche

15 augusti 2021 | 80 min

TIP369: How Exceptional People Think w/ Polina Pompliano

13 augusti 2021 | 55 min

BTC038: Bitcoin Legislature, Regulation, & Legal w/ Joe Carlasare and Jason Brett (Bitcoin Podcast)

11 augusti 2021 | 89 min

TIP368: The Best Opportunities in CRE w/ Ian Formigle

8 augusti 2021 | 59 min

TIP367: The Current Macro Landscape w/ Luke Gromen

6 augusti 2021 | 57 min

BTC037: Tech Entrepreneur To Bitcoin Investor w/ Jay Gould (Bitcoin Podcast)

4 augusti 2021 | 104 min

TIP366: Billion Dollar Loser w/ Reeves Wiedeman

1 augusti 2021 | 41 min

TIP365: Has Inflation Peaked? w/ Richard Duncan

30 juli 2021 | 69 min

BTC036: Bitcoin Mining Update w/ Harry Sudock (Bitcoin Podcast)

28 juli 2021 | 61 min

TIP364: How to Invest in Alternative Assets w/ Michael Weisz

25 juli 2021 | 65 min

TIP363: The Game of Investing w/ Bing Gordon

23 juli 2021 | 61 min

BTC035: A Bitcoin Debate/Discussion w/ Greg Foss & David Collum (Bitcoin Podcast)

21 juli 2021 | 92 min

TIP362: Amazon Unbound w/ Brad Stone

18 juli 2021 | 52 min

TIP361: The Race for Space w/ Ben Claremon & Eugene Robin

16 juli 2021 | 70 min

BTC034: Bitcoin as Legal Tender & Near-Zero Exchange Fees w/ Jack Mallers (Bitcoin Podcast)

14 juli 2021 | 71 min

TIP360: Inside The Money Mind of Warren Buffett w/ Robert Hagstrom

11 juli 2021 | 62 min

TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker

9 juli 2021 | 51 min

BTC033: Important Bitcoin Considerations w/ Tuur Demeester (Bitcoin Podcast)

7 juli 2021 | 79 min

TIP358: Inflation Hedging with Farmland w/ Carter Malloy

4 juli 2021 | 51 min

TIP357: The New Era of Investing w/ Ross Gerber

2 juli 2021 | 58 min

BTC032: Bitcoin Mining & Entrepreneurship w/ Jason Williams (Bitcoin Podcast)

30 juni 2021 | 84 min

TIP356: Investing Mastermind Q2 2021

27 juni 2021 | 60 min

BTC031: Investments in Bitcoin Tech w/ Alyse Killeen (Bitcoin Podcast)

23 juni 2021 | 61 min

TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas

22 juni 2021 | 52 min

TIP354: Building Berkshire 2.0 w/ Chamath Palihapitiya

20 juni 2021 | 53 min

BTC030: Bitcoin Security and Self Custody w/ Nick Neuman (Bitcoin Podcast)

16 juni 2021 | 66 min

TIP353: The Best Performing Asset Is Not Bitcoin w/ Marin Katusa

13 juni 2021 | 72 min

BTC029: Jack Dorsey's Involvement in Bitcoin & Jack Maller's El Salvador Announcement W/ Alex Gladstein (Bitcoin Podcast)

9 juni 2021 | 67 min

TIP352: Mastermind Q2 2021

6 juni 2021 | 73 min

BTC028: Bitcoin Update w/ Plan B & Dr. Adam Back (Bitcoin Podcast)

2 juni 2021 | 90 min

TIP351: The Psychology of Money w/ Morgan Housel

30 maj 2021 | 72 min

BTC027: The Bitcoin Rewards Trojan Horse w/ Will Reeves (Bitcoin Podcast)

26 maj 2021 | 64 min

TIP350: Berkshire Hathaway Annual Shareholders Meeting 2021 w/ Stig and Trey

23 maj 2021 | 78 min

BTC026: Bitcoin Mastermind w/ Lyn Alden & Jeff Booth (Bitcoin Podcast)

19 maj 2021 | 75 min

TIP349: Why You Should Be Investing In Art Shares w/ Scott Lynn

16 maj 2021 | 56 min

BTC025: Bitcoin Security & Lending w/ Parker Lewis & Joe Kelly (Bitcoin Podcast)

12 maj 2021 | 66 min

TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz

9 maj 2021 | 61 min

BTC024: Plan B & Adam Back on Bitcoin Contango & Derivatives (Bitcoin Podcast)

5 maj 2021 | 102 min

TIP347: Value Investing in 2021 w/ Mohnish Pabrai

2 maj 2021 | 61 min

BTC023: Bitcoin's International Impact w/ Alex Gladstein (Bitcoin Podcast)

28 april 2021 | 82 min

TIP346: Masterclass in Valuation w/ Chris Bloomstran

25 april 2021 | 91 min

BTC022: Dr. Adam Back & Bitcoin's Proof of Work (Bitcoin Podcast)

21 april 2021 | 67 min

TIP345: Richer, Wiser, Happier w/ William Green

18 april 2021 | 89 min

BTC021: Bitcoin and Bonds w/ Greg Foss (Bitcoin Podcast)

14 april 2021 | 103 min

TIP344: A Deep Dive Into Morning Brew's $75M Valuation w/ Alex Lieberman

11 april 2021 | 67 min

BTC020: Bitcoin & Quantum Computing w/ Andrew Fursman (Bitcoin Podcast)

7 april 2021 | 72 min

TIP343: How to Invest like the Best w/ Ted Seides

4 april 2021 | 55 min

BTC019: Bitcoin's Layer 2 Lightning Network w/ Ryan Gentry (Bitcoin Podcast)

31 mars 2021 | 79 min

TIP342: The Future of Food w/ Billionaire Jim Mellon

28 mars 2021 | 47 min

BTC018: Bitcoin Smart Contract w/ Discrete Log Contracts featuring Pierre Rochard & Ben Carman (Bitcoin Podcast)

24 mars 2021 | 71 min

TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor

21 mars 2021 | 60 min

BTC017: Bitcoin Onchain Analytics & Timing w/ Charles Edwards (Bitcoin Podcast)

17 mars 2021 | 57 min

TIP340: Hedge Funds, SPACs, and Chocolate w/ Jason Karp

14 mars 2021 | 55 min

BTC016: Bitcoin Super-Cycle w/ Dan Held (Bitcoin Podcast)

10 mars 2021 | 68 min

TIP339: Common Sense Investing w/ Joel Greenblatt

7 mars 2021 | 64 min

BTC015: Bitcoin Peer to Peer Decentralized Lending w/ Max Keidun from Hodl Hodl (Bitcoin Podcast)

3 mars 2021 | 61 min

TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey

28 februari 2021 | 58 min

BTC014: Bitcoin Mining and Energy w/ Marty Bent and Harry Sudock (Bitcoin Podcast)

24 februari 2021 | 71 min

TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle

21 februari 2021 | 60 min

BTC013: Bitcoin Lending & Borrowing w/ Blockfi's Zac Prince & Mark Yusko (Bitcoin Podcast)

17 februari 2021 | 64 min

TIP336: Mental Models Used by Billionaires w/ Sahil Bloom

14 februari 2021 | 57 min

BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast)

10 februari 2021 | 70 min

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

7 februari 2021 | 67 min

BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast)

3 februari 2021 | 65 min

TIP334: Disruptive Innovation w/ Cathie Wood

31 januari 2021 | 55 min

BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)

27 januari 2021 | 72 min

TIP333: Trend Following w/ Niels Kaastrup-Larsen

24 januari 2021 | 59 min

BTC009: Bitcoin Engineering w/ Core Developer Jimmy Song (Bitcoin Podcast)

20 januari 2021 | 85 min

TIP332: Long-Term Investing w/ Tom Gayner

17 januari 2021 | 60 min

BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)

13 januari 2021 | 79 min

TIP331: Inflation w/ Cullen Roche

10 januari 2021 | 65 min

BTC007: Bitcoin Disrupting Payment Clearing Houses w/ Jack Mallers (Bitcoin Podcast)

6 januari 2021 | 54 min

TIP330: Warren Buffett - w/ Lawrence Cunningham

3 januari 2021 | 87 min

BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

30 december 2020 | 63 min

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

27 december 2020 | 54 min

BTC005: Bitcoin & Michael Saylor - A Masterclass in Economic Calculation (Bitcoin Podcast)

23 december 2020 | 152 min

TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)

20 december 2020 | 70 min

BTC004: Bitcoin Tech & Future Growth w/ Blockstream's Samson Mow (Bitcoin Podcast)

16 december 2020 | 75 min

TIP327: COVID-19, Vaccine, and the US Economy - w/ Ed Harrison (Business Podcast)

13 december 2020 | 49 min

BTC003: Bitcoin & A Deflationary World w/ Jeff Booth (Bitcoin Podcast)

9 december 2020 | 68 min

TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast)

6 december 2020 | 73 min

BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast)

2 december 2020 | 59 min

TIP325: Real Estate Investing with BiggerPockets (Business Podcast)

29 november 2020 | 55 min

BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove (Bitcoin Podcast)

25 november 2020 | 138 min

TIP324: The Great Reset w/ Luke Gromen (Business Podcast)

22 november 2020 | 67 min

TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)

15 november 2020 | 77 min

TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast)

8 november 2020 | 65 min

TIP321: Investing & The Brain w/ John Gald (Business Podcast)

1 november 2020 | 65 min

TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)

25 oktober 2020 | 44 min

TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

18 oktober 2020 | 62 min

TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

11 oktober 2020 | 64 min

TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)

4 oktober 2020 | 53 min

TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)

27 september 2020 | 50 min

TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)

20 september 2020 | 48 min

TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)

13 september 2020 | 50 min

TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)

6 september 2020 | 61 min

TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)

30 augusti 2020 | 69 min

TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)

23 augusti 2020 | 96 min

TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)

16 augusti 2020 | 65 min

TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)

8 augusti 2020 | 56 min

TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)

2 augusti 2020 | 49 min

TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)

25 juli 2020 | 58 min

TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)

19 juli 2020 | 46 min

TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)

12 juli 2020 | 47 min

TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)

5 juli 2020 | 60 min

TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)

27 juni 2020 | 60 min

TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (Business Podcast)

21 juni 2020 | 67 min

TIP301: Grant Williams & Luke Gromen Talk Global Macro Economics (Business Podcast)

14 juni 2020 | 79 min

TIP300: Current Market Conditions w/ Preston and Stig (Business Podcast)

7 juni 2020 | 55 min

TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)

30 maj 2020 | 82 min

TIP298: Part II - Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting (Business Podcast)

24 maj 2020 | 53 min

TIP297: Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting Part 1 (Business Podcast)

17 maj 2020 | 60 min

TIP296: Current Market Conditions 9 May 2020 (Business Podcast)

10 maj 2020 | 76 min

TIP295: Mohnish Pabrai on Value Investing & Philanthropy (Business Podcast)

3 maj 2020 | 55 min

TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow (Business Podcast)

26 april 2020 | 69 min

TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)

19 april 2020 | 49 min

TIP292: Understanding the Chinese Economy w/ Leland Miller (Business Podcast)

17 april 2020 | 43 min

TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (Business Podcast)

12 april 2020 | 52 min

TIP290: Current Market Conditions 4 April 2020 (Business Podcast)

5 april 2020 | 74 min

TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast)

29 mars 2020 | 51 min

TIP288: Current Stock Market Conditions - 2020 Crash - COVID 19 (Business Podcast)

22 mars 2020 | 74 min

TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)

15 mars 2020 | 43 min

TIP286: Mastermind Discussion 1Q 2020 (Business Podcast)

8 mars 2020 | 72 min

TIP285: Turning Adversity Into Advantage - Laura Huang's Edge (Business Podcast)

1 mars 2020 | 32 min

TIP284: Bitcoin - Law & Legal Implications w/ Caitlin Long (Bitcoin Podcast)

23 februari 2020 | 59 min

TIP283: Commercial Real Estate Trends w/ Ian Formigle from Crowdstreet (Business Podcast)

16 februari 2020 | 49 min

TIP282: Novel Coronavirus (COVID-19) Economic Impact w/ Erik Townsend (Business Podcast)

12 februari 2020 | 53 min

TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)

9 februari 2020 | 59 min

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

2 februari 2020 | 57 min

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

26 januari 2020 | 61 min

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

19 januari 2020 | 63 min

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

12 januari 2020 | 45 min

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

5 januari 2020 | 59 min

TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)

29 december 2019 | 66 min

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

22 december 2019 | 36 min

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

15 december 2019 | 40 min

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

8 december 2019 | 50 min

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

1 december 2019 | 44 min

TIP270: Jesse Itzler - NBA Owner, Entrepreneur, Best Selling Author (Business Podcast)

24 november 2019 | 37 min

TIP269: Factor Based Investing w/ Jack Vogel (Business Podcast)

17 november 2019 | 43 min

TIP268: Small Cap Investing w/ David Flood (Business Podcast)

10 november 2019 | 60 min

TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (Business Podcast)

3 november 2019 | 51 min

TIP266: David Stein - Key Questions & Answers to Master Investing (Business Podcast)

27 oktober 2019 | 48 min

TIP265: Mark Yusko - The Endowment Model of Investing (Business Podcast)

20 oktober 2019 | 49 min

TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)

13 oktober 2019 | 60 min

TIP263: Commercial Real Estate Investing - w/ Ian Formigle (Business Podcast)

6 oktober 2019 | 43 min

TIP262: REPO Markets - What it is & What's happening (Business Podcast)

29 september 2019 | 40 min

TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast)

22 september 2019 | 34 min

TIP260: Bitcoin Math & Value - w/ Plan B

15 september 2019 | 44 min

TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous

7 september 2019 | 45 min

TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)

1 september 2019 | 51 min

TIP257: Small Cap Investing - w/ Eric Cinnamond

25 augusti 2019 | 37 min

TIP256: Raoul Pal - Global Financial Concerns (Business Podcast)

18 augusti 2019 | 35 min

TIP254: Value Investing w/ Bill Nygren (Business Podcast)

4 augusti 2019 | 40 min

TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)

28 juli 2019 | 41 min

TIP252: The Bitcoin Impact w/ Trace Mayer

21 juli 2019 | 34 min

TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)

14 juli 2019 | 44 min

TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)

7 juli 2019 | 31 min

TIP249: The Intrinsic Value of Facebook w/ John Huber (Business Podcast)

30 juni 2019 | 46 min

TIP248: Mastermind Discussion 2Q 2019 (Business Podcast)

23 juni 2019 | 58 min

TIP247: Legendary Investor Bill Miller (Business Podcast)

16 juni 2019 | 40 min

TIP246: Part 2 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)

9 juni 2019 | 43 min

TIP245: Part1 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)

2 juni 2019 | 40 min

TIP244: Bitcoin Basics w/ Leading Expert Tuur Demeester (Bitcoin Podcast)

25 maj 2019 | 47 min

TIP243: Tobias Carlisle - Creating an ETF (Business Podcast)

19 maj 2019 | 45 min

TIP242: Billionaire Jack Dorsey - Lessons From Twitter and Square (Business Podcast)

12 maj 2019 | 38 min

TIP241: Value Investing w/ Mohnish Pabrai (Business Podcast)

5 maj 2019 | 48 min

TIP240: Investing in Fine Art Like a Stock w/ Scott Lynn (Business Podcast)

28 april 2019 | 25 min

TIP239: Commercial Real Estate Investing w/ Ian Formigle

21 april 2019 | 39 min

TIP238: NetSuite Founder Evan Goldberg (Business Podcast)

14 april 2019 | 33 min

TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast)

7 april 2019 | 31 min

TIP236: Momentum Indicators for the 2nd Quarter 2019 w/ Dr. Richard Smith (Business Podcast)

31 mars 2019 | 28 min

TIP235: Gold Miners and Other Commodity Companies w/ Marin Katusa (Business Podcast)

24 mars 2019 | 35 min

TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

17 mars 2019 | 63 min

TIP233: Dr. Jim Rickards - Central Banks, QT, QE, & the FFR (Business Podcast)

10 mars 2019 | 44 min

TIP232: Billionaire Stanley Druckenmiller Lessons (Business Podcast)

3 mars 2019 | 33 min

TIP231: The Mind Of A World Poker Champion w/ Annie Duke (Business Podcast)

24 februari 2019 | 36 min

TIP230: Billionaire Larry Ellison Lessons (Business Podcast)

17 februari 2019 | 28 min

TIP229: Billionaire Reid Hoffman Lessons Learned (Business Podcast)

10 februari 2019 | 45 min

TIP227: Jesse Felder - Current Market Conditions 2019 (Business Podcast)

27 januari 2019 | 43 min

TIP226: Billionaire Charles Koch Lessons Learned (Business Podcast)

20 januari 2019 | 50 min

TIP225: Billionaire Peter Thiel Lessons Learned (Business Podcast)

13 januari 2019 | 46 min

TIP224: Billionaire Ray Dalio's Book - Big Debt Crises (Business Podcast)

6 januari 2019 | 41 min

TIP223: Billionaire Michael Dell Lessons (Business Podcast)

30 december 2018 | 40 min

TIP222: Mastermind Discussion 4Q 2018 (Business Podcast)

23 december 2018 | 52 min

TIP221: Commercial Real Estate Investing w/ Ian Formigle (Business Podcast)

16 december 2018 | 50 min

TIP220: Lessons from Billionaire Oprah Winfrey (Business Podcast)

9 december 2018 | 38 min

TIP219: US & China - Stocks, Bonds, Currencies, & Commodities w/ Luke Gromen (Business Podcast)

2 december 2018 | 38 min

TIP218: Understanding Body Language w/ FBI Expert Joe Navarro (Business Podcast)

25 november 2018 | 41 min

TIP217: Current Market Conditions & Analysis (Investing Podcast)

18 november 2018 | 46 min

TIP216: Commodity Investing w/ Marin Katusa (Business Podcast)

11 november 2018 | 34 min

TIP215: Billionaire Mark Zuckerberg Lessons - Facebook (Business Podcast)

4 november 2018 | 39 min

TIP214: Billionaire Richard Branson Lessons (Business Podcast)

28 oktober 2018 | 32 min

TIP213: Precious Metal Investing: Gold, Silver, & Platinum w/ David McAlvany (Investment Podcast)

21 oktober 2018 | 46 min

TIP212: Billionaire Howard Marks (Business Podcast)

14 oktober 2018 | 37 min

TIP211: Artificial Intelligence and Finance w/ Dr. Wes Gray (Business Podcast)

7 oktober 2018 | 31 min

TIP210: Tony Robbins - (Business Podcast)

30 september 2018 | 56 min

TIP209: Billionaire Bill Gates' Lessons (Business Podcast)

23 september 2018 | 43 min

TIP208: Billionaire Mark Cuban Lessons (Business Podcast)

16 september 2018 | 44 min

TIP207: Tariffs & China with Richard Duncan (Business Podcast)

9 september 2018 | 60 min

TIP206: Mastermind Discussion 3Q 2018 (Business Podcast)

2 september 2018 | 53 min

TIP205: Jesse Felder on Tariffs, Gold, the Dollar & more (Business Podcast)

26 augusti 2018 | 46 min

TIP204: Momentum Investing Strategies w/ Dr. Richard Smith (Business Podcast)

19 augusti 2018 | 37 min

TIP203: Learning from Billionaire Jack Ma and his company Alibaba (Business Podcast)

12 augusti 2018 | 46 min

TIP202: Renewable Energy Investing w/ Bryan Birsic (Business Podcast)

5 augusti 2018 | 42 min

TIP201: Big Mistakes That Great Investors Make w/ Michael Batnick (Business Podcast)

29 juli 2018 | 35 min

TIP200: AI and Deep Learning with ETFs - Guest Sam Masucci from AIEQ (Business Podcast)

22 juli 2018 | 37 min

TIP199: Learning from Jeff Bezos - Blue Origin, Being a Founder, Profitability and more (Business Podcast)

15 juli 2018 | 43 min

TIP198: Daymond John & The Power of Broke (Business Podcast)

8 juli 2018 | 42 min

TIP197: The Creative Curve by Allen Gannett - CEO of TrackMaven (Business Podcast)

1 juli 2018 | 40 min

TIP196: (Part II) Buffett & Munger Q & A at the 2018 Berkshire Hathaway Shareholders Meeting (Business Podcast)

24 juni 2018 | 55 min

TIP195: Buffett & Munger Q & A at the 2018 Berkshire Hathaway Shareholders Meeting (Business Podcast)

17 juni 2018 | 52 min

TIP194: Small Cap Investing & Intrinsic Value Calculations w/ Eric Cinnamond (Investing Podcast)

10 juni 2018 | 45 min

TIP192: NBA Owner Lives w/ Monks, Jesse Itzler (Business Podcast)

27 maj 2018 | 57 min

TIP191: Jim Rickards (Part 2) Artificial Intelligence, Bitcoin, and Credit Cycles (Business Podcast)

20 maj 2018 | 42 min

TIP190: Jim Rickards (Part I) - Central Banking, Taxes, and Crypto - Business Podcast

13 maj 2018 | 42 min

TIP189: Ian Siegel - Founding a Billion Dollar Company (Business Podcast)

6 maj 2018 | 36 min

TIP188: Mastermind Discussion 2nd Q 2018 w/ Jesse Felder & Tobias Carlisle (Business Podcast)

29 april 2018 | 64 min

TIP187: The Culture Code w/ Daniel Coyle (Business Podcast)

22 april 2018 | 45 min

TIP186: Part II - The Bitcoin Debate - Tuur Demeester & Erik Townsend (Investing Podcast)

15 april 2018 | 44 min

TIP185: The Bitcoin Debate (part 1) w/ Tuur Demeester & Erik Townsend (Investing Podcast)

8 april 2018 | 50 min

TIP184: Momentum Investing w/ Dr. Richard Smith (Investing Podcast)

1 april 2018 | 38 min

TIP183: The Dollar Decline, China, Gold & Crypto Currencies w/ Luke Gromen (Investing Podcast)

25 mars 2018 | 60 min

TIP182: The Compound Effect by Darren Hardy (Business Podcast)

18 mars 2018 | 51 min

TIP181: Snap Judgements - a Review of Blink by Malcolm Gladwell (Business Podcast)

11 mars 2018 | 48 min

TIP180: Legendary Investor Bill Miller on Stocks, Commodities, & Bitcoin

4 mars 2018 | 49 min

TIP179: Private Equity Investing w/ Doug McCormick (Business Podcast)

25 februari 2018 | 45 min

TIP178: Sam Walton - Made In America - The Story of Wal-Mart (Business Podcast)

18 februari 2018 | 49 min

TIP177: Mastermind Discussion 1Q 2018 (Business Podcast)

11 februari 2018 | 66 min

TIP176: Momentum & Value Investing w/ Dr. Wesley Gray (Business Podcast)

4 februari 2018 | 51 min

TIP175: Shane Parrish - On Buffett, Dalio, and Reading (Business Podcast)

28 januari 2018 | 50 min

TIP174: Billionaires Ray Dalio & Bill Gross and Their Expectations for 2018 (Business Podcast)

21 januari 2018 | 55 min

TIP173: Stock Market Melt-up with Richard Duncan (Business Podcast)

14 januari 2018 | 52 min

TIP172: The Art of the Good Life by Rolf Dobelli (Business Podcast)

7 januari 2018 | 56 min

TIP171: The Power of Moments w/ Dan Heath (Business Podcast)

31 december 2017 | 75 min

TIP170: A Bet with Warren Buffett - Guest Ted Seides (Business Podcast)

24 december 2017 | 44 min

TIP169: Jesse Felder - FANG Stocks, Crypto, Central Banks, Inflation (Investing Podcast)

17 december 2017 | 62 min

TIP168: Guy Spier on Value Investing, Markets, Bitcoin & more (Business Podcast)

10 december 2017 | 75 min

TIP167: How The Mighty Fall by Jim Collins (Business Podcast)

3 december 2017 | 62 min

TIP166: Mastermind Discussion 4Q 2017 - Stocks & Bitcoin (Business Podcast)

25 november 2017 | 64 min

TIP165: Tobias Carlisle and The Acquirer's Multiple (Investing Podcast)

19 november 2017 | 42 min

TIP164: Billionaire Ray Dalio's new book: Principles (Business Podcast)

12 november 2017 | 60 min

TIP163: The Intrinsic Value of 3 Stocks (Business Podcast)

4 november 2017 | 47 min

TIP162: Atlanta Hawks Owner Jesse Itzler, Mt. Everest, & Colin O'Brady (Business Podcast)

29 oktober 2017 | 78 min

TIP161: Warren Buffett, Charlie Munger w/ Renown Author Roger Lowenstein (Business Podcast)

21 oktober 2017 | 48 min

TIP160: Bitcoin, Ethereum, Segwit 2X, Atomic Swaps, Lightning Network, and Blockchain Technology w/ Charlie Lee and Tuur Demeester (Business Podcast)

13 oktober 2017 | 94 min

TIP159: Billionaire Michael Jordan - with Roland Lazenby (Business Podcast)

7 oktober 2017 | 46 min

TIP158: Artificial Intelligence & Deep Learning w/ Rise of the Robots author - Martin Ford (Business Podcast)

30 september 2017 | 46 min

TIP157: Quantitative Tightening, Bitcoin, and Currencies w/ Grant Williams (Business Podcast)

23 september 2017 | 59 min

TIP156: Small Cap Investing w/ Eric Cinnamond (Investing Podcast)

16 september 2017 | 56 min

TIP155: Mastermind Discussion (Part 2) - Intrinsic Value of 2 Stock Picks (Business Podcast)

9 september 2017 | 44 min

TIP154: Mastermind Discussion (Part 1) - Intrinsic Value of 2 Stock Picks w/ John Huber (Business Podcast)

2 september 2017 | 55 min

TIP153: Corporate Raiders and Boardroom Battles w/ Jeff Gramm Author of Dear Chairman (Business Podcast)

26 augusti 2017 | 36 min

TIP152: How Asia Works with Joe Studwell (Business Podcast)

19 augusti 2017 | 32 min

TIP151: Billionaire Jesse Itzler - Business, Branding, Everest & More (Investing Podcast)

12 augusti 2017 | 47 min

TIP150: Questions from the Audience, Artificial Intelligence (AI), Options Trading, Value Investing, & The Intelligent Investor (Business Podcast)

5 augusti 2017 | 66 min

TIP149: Billionaire Seth Klarman's book - Margin of Safety (Business Podcast)

29 juli 2017 | 53 min

TIP148: How to Become Rejection Proof (Business Podcast)

22 juli 2017 | 37 min

TIP147: Billionaire Charlie Munger and the Daily Journal (Business Podcast)

15 juli 2017 | 42 min

TIP146: Superforecasting - The Art and Science of Predicting (Business Podcast)

8 juli 2017 | 37 min

TIP145: Bitcoin and Ethereum w/ Tuur Demeester (Business Podcast)

1 juli 2017 | 64 min

TIP144: Billionaire Howard Schultz' book, Onward - A Story About Starbucks (Business Podcast)

24 juni 2017 | 35 min

TIP143: Mastermind Discussion 2Q 2017 - Four Stock Picks to Beat the Market (Investing Podcast)

17 juni 2017 | 69 min

TIP142: The Startups of Uber and Airbnb w/ NY Times Best Selling Author Brad Stone (Business Podcast)

10 juni 2017 | 43 min

TIP141: (Part II) Warren Buffett and Charlie Munger at the Berkshire Hathaway Shareholders Meeting 2017 - (Business Podcast)

3 juni 2017 | 51 min

TIP140: Warren Buffett and Charlie Munger at the Berkshire Hathaway Shareholders Meeting 2017 (Part 1) - (Business Podcast)

27 maj 2017 | 51 min

TIP139: Jim Rogers - Macro, Gold, Junk Bonds, India, & Currencies (Stock Investing Podcast)

20 maj 2017 | 41 min

TIP138: Jim Rickards (Part II) - Currencies, the Euro, and Central Banking (Business Podcast)

13 maj 2017 | 48 min

TIP137: Jim Rickards - Interest Rates and Central Bankers

6 maj 2017 | 40 min

TIP136: Joel Greenblatt - You Can Be A Stock Market Genius (Business Podcast)

30 april 2017 | 53 min

TIP135: Henry Ford & the Secrets of his Success w/ Christopher Whalen (Business Podcast)

23 april 2017 | 33 min

TIP134: Unshakeable by Tony Robbins (Business Podcast)

16 april 2017 | 52 min

TIP133: Alan Greenspan & Richard Duncan - Macro Economics (Business Podcast)

9 april 2017 | 50 min

TIP132: Raoul Pal - Macro Investing & New Opportunities (Business Podcast)

2 april 2017 | 49 min

TIP131: Smarter, Faster, Better by Charles Duhigg (Business Podcast)

25 mars 2017 | 47 min

TIP130: Mastermind Discussion 1Q 2017 (Investing Podcast)

19 mars 2017 | 41 min

TIP129: Bill Gates' Book Recommendation - Mindset by Carol Dweck (Business Podcast)

11 mars 2017 | 33 min

TIP128: Edward Thorp - Investing Legend, Math Genius (Business Podcast)

4 mars 2017 | 34 min

TIP 127 : Living In Space and What's Next w/ NASA Astronaut Tim Kopra

26 februari 2017 | 60 min

TIP 126 : The Third Wave - A Review of Billionaire Steve Case's Book (Business Podcast)

19 februari 2017 | 41 min

TIP 125 : Billionaire Reid Hoffman & The Start-Up of You (Business Podcast)

12 februari 2017 | 48 min

TIP 124 : One Up On Wall Street by Peter Lynch (Business Podcast)

5 februari 2017 | 45 min

TIP 123 : Part 2 Momentum Investing w/ Dr. Wesley Gray (Finance Podcast)

29 januari 2017 | 39 min

TIP 122 : Momentum Investing w/ Dr. Wesley Gray (Business Podcast)

22 januari 2017 | 46 min

TIP 121 : Super-Investor Mohnish Pabrai - Part 2 (Business Podcast)

15 januari 2017 | 37 min

TIP 120 : Warren Buffett's Clone: Mohnish Pabrai - Part I (Business Podcast)

8 januari 2017 | 42 min

TIP 119 : The Lean Startup by Eric Ries (Business Podcast)

1 januari 2017 | 42 min

TIP 118 : Mastermind Discussion 4th Quarter (Business Podcast)

25 december 2016 | 48 min

TIP 117 : Value Investing Legend, Bill Miller (Business Podcast)

18 december 2016 | 47 min

TIP 116 : The 35 Year Bond Bubble w/ Grant Williams (Business Podcast)

11 december 2016 | 50 min

TIP 115 : Value Investing and Special Situations w/ Toby Carlisle (Investing Podcast)

4 december 2016 | 50 min

TIP 114 : Part II - Jim Rickards ~ The Road to Ruin (Business Podcast)

27 november 2016 | 44 min

TIP 113 : Jim Rickards and the Road to Ruin (Business Podcast)

20 november 2016 | 44 min

TIP 112 : Billionaire Paul Allen - Idea Man (Business Podcast)

13 november 2016 | 38 min

TIP 111 : Good to Great - (Business Podcast)

6 november 2016 | 34 min

TIP 110 : Jesse Felder and the Current Market Conditions

29 oktober 2016 | 68 min

TIP 109 : Questions from the Audience (Business Podcast)

23 oktober 2016 | 36 min

TIP 108 : The Outsiders - 8 CEOs w/ Huge Returns (Investing podcast)

16 oktober 2016 | 49 min

TIP 107 : Jack Welch's book - Winning (Business Podcast)

9 oktober 2016 | 45 min

TIP106 : Influence and Pre-Suasion w/ Dr. Robert Cialdini (Business Podcast)

2 oktober 2016 | 35 min

TIP 105 : Mastermind Group 2016 3rd Quarter (Business Podcast)

25 september 2016 | 42 min

TIP 104 : Billionaire Carl Icahn - A Rare Look Behind the Scenes w/ Mark Stevens, author of King Icahn (Business Podcast)

18 september 2016 | 37 min

TIP 103 : Life Inc. - Running your home finances like a business w/ Doug McCormick

11 september 2016 | 46 min

TIP 102 : Common Stocks & Uncommon Profits - A Discussion of Philip Fisher's Classic Book (Business Podcast)

4 september 2016 | 53 min

TIP 101 : Creativity Inc. - by Pixar's Ed Catmull (Business Podcast)

28 augusti 2016 | 47 min

TIP 100 : Cold-Calling Our Audience and what we Learned Studying Billionaires for 100 Shows (Investment Podcast)

21 augusti 2016 | 116 min

TIP 099 : Billionaire Jack Ma and Alibaba (Business Podcast)

14 augusti 2016 | 44 min

TIP 098 : The Power of Habit by Charles Duhigg (Business Podcast)

7 augusti 2016 | 52 min

TIP 097 : China and the History of the Dollar (Business Podcast)

31 juli 2016 | 66 min

TIP 096 : Billionaire Phil Knight & Nike - Shoe Dog (Business Podcast)

24 juli 2016 | 50 min

TIP 095 : Billionaire Tony Hsieh's Book - Delivering Happiness at Zappos (Business Podcast)

17 juli 2016 | 48 min

TIP 094 : Raoul Pal - Macro Economics and Global Risks (Investment Podcast)

10 juli 2016 | 43 min

TIP 093 : BREXIT - The Financial Impact (Investment Podcast)

3 juli 2016 | 41 min

TIP 092 : Billionaire Lives w/ Navy SEAL for 30 Days - feat. Atlanta Hawks Owner, Jesse Itzler

26 juni 2016 | 47 min

TIP 091 : Mastermind Group 2Q 2016 (Business Podcast)

19 juni 2016 | 66 min

TIP 090 : Jesse Felder's Macro & Micro Views on the Market (Stock Investing)

12 juni 2016 | 50 min

TIP 089 : Oil - A Bearish Opinion (Investment Podcast)

5 juni 2016 | 46 min

TIP 088 : The Intelligent Investor (Investment Podcast)

29 maj 2016 | 55 min

TIP 087 : Attending the Berkshire Hathaway Shareholder's Meeting (Business Podcast)

22 maj 2016 | 65 min

TIP 086 : Part II - Jack Schwager & Stock Market Wizards (Investment Podcast)

15 maj 2016 | 33 min

TIP 085 : Jack Schwager & Stock Market Wizards (Money Podcast)

8 maj 2016 | 37 min

TIP 084 : Billionaire Ted Turner's Story (Business Podcast)

1 maj 2016 | 40 min

TIP 083 : The First Billion is the Hardest by T Boone Pickens (Money Podcast)

24 april 2016 | 50 min

TIP 082 : Jim Rickards - The New Case for Gold (Investing Podcast)

17 april 2016 | 43 min

TIP 081: Jim Rickards - China, Banking, & The New Case for Gold (Part 1 of 2)

10 april 2016 | 46 min

TIP 080 : The Speed of Trust by Stephen Covey (Leadership Podcast)

3 april 2016 | 37 min

TIP 079 : The Effective Executive - by Peter Drucker (Business Podcast)

27 mars 2016 | 40 min

TIP 078 : Billionaire Moves in the Market & Negative Interest Rates (Business Podcast)

20 mars 2016 | 55 min

TIP 077 : Billionaire Oprah Winfrey - What I Know for Sure (Investment Podcast)

12 mars 2016 | 53 min

TIP 076 : Mastermind Discussion 1Q 2016 (Investment Podcast)

6 mars 2016 | 51 min

TIP 075 : The Davos World Economic Forum and The One Thing by Gary Keller (Business Podcast)

28 februari 2016 | 33 min

TIP 074 : Billionaire George Soros - The Alchemy of Finance (Business Podcast)

21 februari 2016 | 38 min

TIP 073 : Billionaire Howard Marks - The Most Important Thing (Investing Podcast)

15 februari 2016 | 46 min

TIP 072 : Creating a $10 Million Dollar Company by Age 24 - w/ Nathan Latka (Business Podcast)

7 februari 2016 | 57 min

TIP 071 : Value Investing Questions from the Audience and Benjamin Franklin by Walter Isaacson

31 januari 2016 | 59 min

TIP 070 : Global Value Investing and Clone Investing w/ Meb Faber (Money Podcast)

24 januari 2016 | 46 min

TIP 069 : How to Win Friends and Influence People (Business Podcast)

17 januari 2016 | 49 min

TIP 068 : Current Market Conditions and Michael Lewis' Boomerang

12 januari 2016 | 53 min

TIP 067 : Liar's Poker by Michael Lewis (Business Podcast)

3 januari 2016 | 41 min

TIP 066 : Mastermind Discussion 4Q 2015 (Business Podcast)

27 december 2015 | 57 min

TIP 065 : Yale Professor, Robert Shiller's Book, Irrational Exuberance (Investing Podcast)

20 december 2015 | 51 min

TIP 064 : Warren Buffett's Biography (Business Podcast)

13 december 2015 | 43 min

TIP 063 : Quant Investing with Patrick O'Shaughnessy (Business Podcast)

6 december 2015 | 64 min

TIP 062 : Warren Buffett's Favorite Book, Security Analysis (Business Podcast)

29 november 2015 | 46 min

TIP 061 : Billionaire Charlie Munger with Tren Griffin (Business Podcast)

22 november 2015 | 47 min

TIP 060 : Pragmatic Capitalism with Cullen Roche (Business Podcast)

15 november 2015 | 51 min

TIP 059 : The 7 Habits of Highly Effective People (Business Podcast)

8 november 2015 | 43 min

TIP 058 : Coined - The Essence of Money and How It Works with Kabir Sehgal (Business Podcast)

2 november 2015 | 37 min

TIP 057 : What Works On Wall Street with James O'Shaughnessy (Business Podcast)

23 oktober 2015 | 41 min

TIP 055 : Creating Assets and a Following (Marketing Podcast)

11 oktober 2015 | 39 min

TIP 054 : Mastermind Discussion 3Q 2015 (Business Podcast)

27 september 2015 | 49 min

TIP 053 : Thinking, Fast and Slow | Quantitative Easing (Business Podcast)

20 september 2015 | 43 min

TIP 052 : Billionaire Elon Musk - Tesla and SpaceX (Investing Podcast)

13 september 2015 | 55 min

TIP 051 : Billionaire Mark Cuban's Book - How to Win at the Sport of Business (Investing Podcast)

6 september 2015 | 52 min

TIP 050 : Current Market Conditions and Billionaire Chris Sacca's Favorite Book (Investing Podcast)

30 augusti 2015 | 72 min

TIP 049 : Quantitative Value Investing (Investing Podcast)

23 augusti 2015 | 42 min

TIP 048 : Investing in ETFs with Dr. Wesley Gray (Investing Podcast)

16 augusti 2015 | 47 min

TIP 047 : The Black Swan (Investing Podcast)

9 augusti 2015 | 52 min

TIP 046 : The Innovator's Dilemma (Investing Podcast)

2 augusti 2015 | 35 min

TIP 045 : Leadership You Can Invest In (Investing Podcast)

26 juli 2015 | 52 min

TIP 044 : Oil 101 - w/ Morgan Downey (Investing Podcast)

19 juli 2015 | 75 min

In-B-Tween : Intrinsic Value and Bond Market Pressures (Investing Podcast)

15 juli 2015 | 4 min

TIP 043 : Mastermind Discussion 2Q 2015 (Investing Podcast)

12 juli 2015 | 48 min

In-B-Tween : Brands and Competitive Advantages (Investing Podcast)

8 juli 2015 | 4 min

TIP 042 : Warren Buffett's Berkshire Hathaway Shareholder Letters (Investing Podcast)

5 juli 2015 | 55 min

In-B-Tween : Warren Buffett and Bill Gates on Heroes (Investing Podcast)

1 juli 2015 | 6 min

TIP 041 : The 7 Biggest Mistakes Investors Make (Investing Podcast)

28 juni 2015 | 54 min

TIP 040 : Richard Branson - Screw it, Let's Do It (Investing Podcast)

21 juni 2015 | 43 min

In-B-Tween : The 3 C's of Leadership (Investing Podcast)

17 juni 2015 | 4 min

TIP 039 : The Great Minds of Investing Part II (Investing Podcast)

14 juni 2015 | 55 min

TIP 038 : The Great Minds of Investing - Part I (Investing Podcast)

7 juni 2015 | 56 min

TIP 037 : Billionaire Ray Dalio and other Market Wizards (Investing Podcast)

31 maj 2015 | 50 min

TIP 036 : Starting His Own Stock Exchange - with Jos Schmitt (Investing Podcast)

24 maj 2015 | 57 min

TIP 035 : How Currencies Work (Investing Podcast)

17 maj 2015 | 58 min

TIP 034 : Real Estate Investing with BiggerPockets' Joshua Dorkin (Investing Podcast)

10 maj 2015 | 68 min

TIP 032 : The Balance Sheet Recession and Quantitative Easing Trap (Investing Podcast)

25 april 2015 | 50 min

TIP 031 : My Interview with Warren Buffett and other Billionaires - with Gillian Zoe Segal (Investing Podcast)

19 april 2015 | 62 min

TIP 030 : What in the World is Bitcoin? (Investing Podcast)

11 april 2015 | 71 min

TIP 029 : What is the Federal Reserve doing? (Investing Podcast)

4 april 2015 | 47 min

TIP 028 : Think and Grow Rich - Napoleon Hill (Investing Podcast)

28 mars 2015 | 72 min

TIP 027 : Value Investing Traps (Investing Podcast)

21 mars 2015 | 48 min

TIP 026 : Billionaire Mark Cuban's Book Recommendation - Rework (Investing Podcast)

14 mars 2015 | 54 min

TIP 025 : Deep Value Investing - w/ Tobias Carlisle (Investing Podcast)

7 mars 2015 | 55 min

TIP 024 : How to Be an Outlier - Malcolm Gladwell's book (Investing Podcast)

2 mars 2015 | 51 min

TIP 023 : Stock Market Bubbles and Asset Allocation (Investing Podcast)

22 februari 2015 | 54 min

TIP 022 : Influence - The Psychology of Persuasion - Robert Cialdini's Book (Investing Podcast)

15 februari 2015 | 61 min

TIP 021 : How to Invest in Real Estate (Investing Podcast)

8 februari 2015 | 68 min

TIP 020 : How to Create Passive Income - with Pat Flynn (Investing Podcast)

31 januari 2015 | 68 min

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

26 januari 2015 | 41 min

TIP 018 : Tony Robbins' Book - Money, Master the Game (Investing Podcast)

20 januari 2015 | 63 min

TIP 017 : My Business Deal with Billionaire Mark Cuban (Investing Podcast)

11 januari 2015 | 59 min

TIP 016 : ETFs or Mutual Funds? We ask MorningStar Expert (Investing Podcast)

4 januari 2015 | 33 min

TIP 015 : Guy Spier (Part II) - The Education of a Value Investor (Investing Podcast)

29 december 2014 | 58 min

TIP 014 : Guy Spier - The Education of a Value Investor (Investing Podcast)

22 december 2014 | 51 min

TIP 013 : How Billionaire's Larry Page and Sergey Brin Built Google (Investing Podcast)

16 december 2014 | 50 min

TIP 012 : Psychology and Stock Investing (Investing Podcast)

9 december 2014 | 32 min

TIP 011 : Billionaire Jeff Bezos - The Secrets to his Success (Investing Podcast)

1 december 2014 | 35 min

TIP 010 : Venture Capital Q&A (Investing Podcast)

25 november 2014 | 32 min

TIP 009 : How Charles Koch amassed $43 Billion Dollars (Investing Podcast)

24 november 2014 | 32 min

TIP 008 : Value Investing - Questions from a Newbie (Investing Podcast)

11 november 2014 | 47 min

TIP 007 : Peter Thiel's book - Zero to One (Investing Podcast)

4 november 2014 | 37 min

TIP 006 : The Next Stock Market Crash & Interest Rates (Investing Podcast)

28 oktober 2014 | 45 min

TIP 005 : Working on the Floor of the NY Stock Exchange (Investing Podcast)

21 oktober 2014 | 39 min

TIP 004 : Mohnish Pabrai and Dhandho Holdings (Investing Podcast)

14 oktober 2014 | 35 min

TIP 003 : Warren Buffett's 4 Rules to Stock Investing (Investing Podcast)

5 oktober 2014 | 29 min

TIP 002 : Warren Buffett Investing Basics part 2 (Investing Podcast)

29 september 2014 | 23 min

TIP 001 : Warren Buffett Investing Basics (Investing Podcast)

22 september 2014 | 29 min

We Study Billionaires – 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 ...

Om podden

Avsnitt

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

NEW TO THE SHOW?

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

NEW TO THE SHOW?

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

NEW TO THE SHOW?

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

NEW TO THE SHOW?

TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve

NEW TO THE SHOW?

TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck

NEW TO THE SHOW?

BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast)

NEW TO THE SHOW?

RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

NEW TO THE SHOW?

TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck

NEW TO THE SHOW?

BTC197: What are Bitcoin Fedimints w/ Obi Nwosu and Renata Rodrigues (Bitcoin Podcast)

NEW TO THE SHOW?

TIP655: Hustle, Trust, and Cash Flow: Nike’s Genesis w/ Kyle Grieve

NEW TO THE SHOW?

TIP654: Investing Across the Life Cycle w/ Aswath Damodaran

NEW TO THE SHOW?

BTC196: Bitcoin-powered Banking at Fold w/ Will Reeves (Bitcoin Podcast)

NEW TO THE SHOW?

TIP653: Track Record and Risk w/ Guy Spier

NEW TO THE SHOW?

TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

NEW TO THE SHOW?

BTC195: Making THE Bitcoin Movie w/ Kelly and Brian Estes (Bitcoin Podcast)

TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee

NEW TO THE SHOW?

TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham

NEW TO THE SHOW?

BTC194: Tether's Backing and Pear w/ Paolo Ardoino and Mathias Buus (Bitcoin Podcast)

RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro

NEW TO THE SHOW?

TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin

NEW TO THE SHOW?

BTC193: The Financialization of Bitcoin Blockspace w/ Bob Burnett (Bitcoin Podcast)

TIP648: Essential Skills for Successful Investing w/ Ian Cassel

NEW TO THE SHOW?

TIP647: Value Investing Masterclass w/ Soo Chuen Tan

NEW TO THE SHOW?

BTC192 - Silicon Valley Mafia Holding the Elite’s Bitcoin w/ Mark Goodwin (Bitcoin Podcast)

TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve

NEW TO THE SHOW?

TIP645: The King of Luxury: Bernard Arnault & LVMH w/ Christian Billinger

NEW TO THE SHOW?

BTC191 - Nuclear Power and Bitcoin w/ Ryan MacLeod (Bitcoin Podcast)

TIP644: Richer, Wiser, Happier Q3, 2024 w/ Stig Brodersen & William Green

NEW TO THE SHOW?

TIP643: The Luxury Strategy w/ Christian Billinger

NEW TO THE SHOW?

BTC190: MMA Legend Kenny Florian on PoW and Bitcoin (Bitcoin Podcast)

RWH047: Investing In The Era of Climate Change w/ Bruce Usher

NEW TO THE SHOW?

TIP642: The Story of Starbucks: Building an Iconic Brand w/ Clay Finck

NEW TO THE SHOW?

BTC189: Prince Philip of Serbia on Bitcoin (Bitcoin Podcast)

TIP641: Improve Decision Making with Mental Models w/ Clay Finck & Kyle Grieve

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TIP640: Investing: The Last Liberal Art w/ Clay Finck & Kyle Grieve

NEW TO THE SHOW?

BTC188: Claude Shannon and Information Theory with Jimmy Soni (Bitcoin Podcast)

RWH046: A New Golden Age w/ Bob Robotti

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TIP639: Buffett's Favorite Business Book w/ David Fagan

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BTC187: Home Heating and Bitcoin Mining w/ Alex Busarov (Bitcoin Podcast)

TIP638: Gold w/ Lyn Alden

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TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

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BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)