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

Copyright: © This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.

Latest Episodes:

TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel Jul 07, 2023

Show notes

Clay Finck chats with fan favorite Ian Cassel about a wide array of topics, including the role of mentors in his development as an investor, the three characteristics of a business that lead to “Lightning in a Bottle”, and unconventional methods he uses to understand a business better than nearly all other investors.

Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

06:40 - The role networks and mentors have played in Ian’s development as an investor.

10:47 - How Ian recommends going about finding and developing a relationship with a mentor.

13:50 - How the microcap landscape has changed over the past 20 years.

18:09 - What countries Ian is finding his best microcap ideas.

19:33 - The three characteristics of a business that lead to “Lightning in a Bottle.”

37:47 - Unconventional ways that Ian analyzes and better understand a business.

48:15 - On-the-ground due diligence methods that Ian uses.

56:51 - How Ian performs maintenance due diligence after purchasing a stock.

59:29 - Why you shouldn’t “coffee can” microcaps.

64:03 - How Ian finds companies that are positioned to grow during any market environment.

68:00 - Why Ian prefers to be in the first wave of discovery in microcap land.

72:40 - How investors can source new investment ideas.

77:00 - The investment filter Ian has recently used to discover ideas before other microcap investors.

81:16 - What Ian’s daily journaling practice looks like.

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.
Ian’s Beginner’s Guide to Researching Microcaps.
Ian’s community, MicrocapClub.
Ian’s book, Intelligent Fanatics.
Check out of our review of Mastering the Market Cycle, or watch the video here.
Follow Ian on Twitter.
Follow Clay on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast) Jul 05, 2023

Show notes

Preston Pysh brings Brandon Quittem to the show to talk about his deep interest in biology and nature, and how the Bitcoin network is evolving in harmonious ways with nature.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:34 - Who is Brandon and his background in Fungi?

01:34 - Fungi 101 and how they work with plants in the forest.

01:34 - Mycelium and it's complex network under the soil.

16:18 - How Bitcoin mimics Biology.

18:39 - Proof of Work and how Fungi decompose organic matter.

23:08 - Network Intelligence in Biology and economics.

23:08 - Antifragility in Bitcoin and Biology.

23:08 - Immune systems and Bitcoin.

57:43 - Social Scalability in Forests & Nature Vs Bitcoin.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Brandon Quittem's Twitter.
Brandon's articles on Bitcoin and Biology.
Paul Stamets TED Talk.
Entangled Life by Merlin Sheldrake.

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 thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP562: How to Cope With Market Cycles Jul 02, 2023

Show notes

Clay Finck completes his review of Howard Marks’ book – Mastering the Market Cycle. This is a wonderful book for understanding market cycles and where we are at in the cycle at any given time. Most investors aren’t aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles, and position themselves to profit from them.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

01:33 - How Howard Marks thinks about the real estate cycle.

13:02 - The three stages of a bull market and bear market.

14:45 - Why cycles will continue indefinitely into the future.

15:30 - How Isaac Newton lost a fortune in the South Sea Bubble in 1720.

21:47 - The telltale sign to look for to almost be certain that you’re in a market bubble.

33:41 - Why ‘silver bullets’ never pan out well for investors.

45:05 - Why Oaktree thinks timing market bottoms is a fool’s errand.

47:13 - Why success can bring the seeds of failure for many investors, companies, and sectors.

58:05 - Howard Marks’s thoughts on where we are at in the market cycle in 2023.

72:55 - How to know when is the appropriate time to position your portfolio aggressively and defensively.

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 Part 1 of our review of Mastering the Market Cycle, or watch the video here.
Howard Marks’ book – Mastering the Market Cycle.
Check out our recent episode covering Clay’s review of Howard Marks’ book – The Most Important Thing, or watch the video here.
Check out our recent episode covering the 100 to 1 in the Stock Market by Thomas Phelps, or watch the video here.
Related episode: Listen to TIP378: Move Forward With Caution w/ Howard Marks or watch the video here.
Related episode: Listen to TIP545: The Third Sea Change Has Begun w/ Howard Marks or watch the video 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 thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast) Jun 28, 2023

Show notes

Preston Pysh and Luke Gromen talks about the current events unfolding around the Fed’s current rate hike pause, whether this is it or will they keep on tightening in future meetings. They talk about the energy market, its impact on treasury yields, the Bitcoin shift that’s currently taking place, and more.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:26 - The FED recently paused with their efforts to raise interest rates - what's happening?

04:08 - Everyone's talking about the TGA needing refilled, what's actually happening?

15:14 - How does the US Government need to issue 2.1 Trillion in the second half of 2023 and what's the impact?

30:03 - What is happening with the current number of cardboard boxes and why is it important?

37:52 - What's happening in the energy market right now?

59:14 - Luke's thoughts on Blackrock Bitcoin ETF.

01:04:25 - What's happening in US - China Relations right now?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Luke Gromen's Newsletter.
Luke's Books on Amazon.
Luke's company FFTT.
Related episode: Listen to BTC101: 4th Quarter Macro Overview w/ Luke Gromen, or watch the video.
Related episode: Listen to BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen, or watch the video.

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 thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH028: Lessons From Legends w/ Mohnish Pabrai, Tom Gayner, & John Spears Jun 25, 2023

Show notes

In this special episode, William Green shares several fundamental, life-changing lessons that he’s learned from his conversations with Charlie Munger, Mohnish Pabrai, Tom Gayner, & John Spears. The focus here is on powerful insights that can guide & enrich you both in business & life.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:37 - Why Charlie Munger thinks being ethical is a huge competitive advantage

17:16 - Why Munger urges you to get “toxic people” out of your life, & do it fast.

24:52 - How Mohnish Pabrai forges strong relationships based on trust & fairness and how Mohnish’s success is built on David Hawkins’ insights in “Power vs Force.”

36:09 - What William Green learned from Hawkins’ books that changed his life.

46:36 - Why Munger won’t indulge in destructive emotions like anger & envy.

57:32 - How Markel CEO Tom Gayner infuses his business dealings with timeless values.

1:06:33 - How Tom operates by initiating trust & then assessing whether it’s deserved.

1:16:23 - What Tom looks for when appraising a person’s integrity.

1:25:18 - What John Spears learned from Quakerism that guided him in business & life.

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.
Tune in to William Green’s fullinterview with Mohnish Pabrai or watch the video.
Listen to William Green’s fullinterview with Tom Gayner or watch the video.
Tune in to William Green’s full interview with John Spears or watch the video.
Listen to William Green’s interview with Daniel Goleman & Tsoknyi Rinpoche or watch the video.
“Power vs Force” by David Hawkins.
“Letting Go” by David Hawkins.
“Transcending the Levels of Consciousness”by David Hawkins.
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

TIP561: Discovering Your Hidden Genius w/ Polina Pompliano Jun 23, 2023

Show notes

Clay Finck and Polina Pompliano discuss her book "Hidden Genius," exploring mental frameworks of high performers to unlock their full potential.

After five years of writing The Profile, Polina Marinova Pompliano has studied hundreds of successful people and examined how they reason their way through problems, unleash their creativity, navigate relationships, and perform under extreme pressure.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

02:11 - How Polina defines success.

04:40 - What people-based learning is and why it’s so powerful.

06:41 - Why creativity is like a muscle that can be trained and improved upon.

14:47 - How we can master the skill of mental toughness.

27:16 - What an alter ego is and how it can be used to elevate our lives to the next level.

34:04 - Challenges Polina overcame to go from working at prestigious companies like CNN & Fortune to working for herself.

55:50 - How to ensure you have a healthy content diet.

63:14 - How to balance in-person and online relationships in the modern digital world.

65:16 - Polina’s lessons from studying MMA heavyweight world champion Francis Ngannou.

74:17 - Why you should bet on yourself by tying your identity to your name.

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.
Polina’s new book – Hidden Genius.
Polina’s blog – The Profile.
Check out our recent episode covering the 2023 Berkshire Hathaway Shareholder Meeting or watch the video.
Follow Clay on Twitter.
Follow Polina Pompliano on 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 thebest 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

BTC135: Binance & Coinbase Vs the SEC w/ Joe Carlasare & Hodl (Bitcoin Podcast) Jun 21, 2023

Show notes

Preston Pysh brings back expert digital asset attorney Joe Carlasare, and resonant realist American Hodl. These two are the perfect mix to cover the Binance and Coinbase battle currently taking place against the SEC.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

00:50 - Joe's overview of everything happening from a legal sense in the US over the past 6 months.

00:50 - What is a TRO and how has the SEC used it against Binance?

17:35 - Will the Ripple lawsuit have any impact on the the Coinbase or Binance situation?

30:36 - How is all of this going to impact operations at Coinbase?

32:07 - Potential commingling of funds at Binance.

01:10:22 - The potential of the SEC freezing funds at Binance.

01:10:46 - How long are things going to take moving forward?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Joe Carlasare's Twitter.
Joe Carlasare's Law Firm.
American Hodl On Twitter
Related episode: Listen to BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross, or watch the video.
Related episode: Listen to BTC070: Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould, or watch the video.

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 thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP560: Richer, Wiser, Happier Q2 2023 w/ Stig Brodersen & William Green Jun 18, 2023

Show notes

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” With a strong focus on books, they discuss what has made them Richer, Wiser, or Happier in the past quarter.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:27 - How to curate a book list

12:53 - How can you find books the same way as your pick stocks

23:32 - Which books have made us Wiser, Richer, and Happier

30:14 - How the master appears when the student is ready

44:13 - Whether AI changes how books are written

1:25:46 - How to encourage your peers to read

1:42:16 - Why you should give books away as your hobby

1:45:03 - Which two books have William recently read that he would recommend

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 Stig Brodersen and William Green’s episode on beingRicher, Wiser, and Happier, Q1 2023 or watch the video.
Listen to Stig Brodersen and William Green’s episode on Money and Happiness or watch the video.
Tune in to William Green’s episode with Mohnish Pabrai on Playing to Winor watch the video.
Tune in to William Green’s episode with Jason Karp on Wealth and Health or watch the video.
Listen to Clay Finck’s episode with Scott Patterson about the book Chaos Kings or watch the video.
William Green’s book Richer, Wiser, Happier – read reviews of this book.
William Green’s book, The Great Minds of Investing – read reviews of this book.
Scott Patterson’s book, Chaos Kings – read reviews of this book.
Peter Matthiessen’s book, Snow Leopard – read reviews of this book.
Benjamin Labatut’s book, When we cease to Understand the World – read reviews of this book.
Jared Diamond’s book, Guns, Germs, and Steel – read reviews of this book.
Yuval Harari’s book, Sapiens – read reviews of this book.
Michael Greger’s book, How Not to Die – read reviews of this book.
Mark Hyman’s book, Forever Young – read reviews of this book.
Steven Kotler’s book, The Art of the Impossible – read reviews of this book.
Dean and Anne Ornish’s book, Undo It! - read reviews of this book.
Robert Pirsig’s book, Zen and the Art of Motorcycle Maintenance - read reviews of this book.
Robert Pirsig’s book, On Quality - read reviews of this book.
Alice Schroder’s book, The Snowball - read reviews of this book.
Warren Buffett’s book, The Essays of Warren Buffett - read reviews of this book.
Ray Dalio’s book, The Changing World Order - read reviews of this book.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP559: Mastering the Market Cycle by Howard Marks Jun 16, 2023

Show notes

On today’s episode, Clay reviews Howard Marks’ book – Mastering the Market Cycle. This is a wonderful book for understanding market cycles and where we are at in the cycle at any given time. Most investors aren’t aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles, and position themselves to profit from them.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

03:32 - Why it’s important to understand market cycles to be a superior investor.

11:05 - What drives market cycles and why they exist.

23:14 - How to think about the economic cycle, and the governments role in managing the economic cycles.

30:53 - How to identify where we are at in a market cycle.

32:08 - Why the market’s mood resembles that of a pendulum swinging back and forth.

32:30 - Why cycles are inevitable, and will likely always be a key driver of markets into the future.

38:47 - What the greatest source of investment risk is.

58:03 - What Howard Marks learned from managing billions of dollars during the great financial crisis.

58:57 - Why the credit cycle is the most volatile of all cycles, and has the greatest impact on markets.

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.
Howard Marks’ book - Mastering the Market Cycle.
Check out our recent episode covering Clay’s review of Howard Marks’ book - The Most Important Thing, or watch the video here.
Check out our recent episode covering the 100 to 1 in the Stock Market by Thomas Phelps, or watch the video here.
Related episode: Listen to TIP378: Move Forward With Caution w/ Howard Marks or watch the video here.
Related episode: Listen to TIP545: The Third Sea Change Has Begun w/ Howard Marks or watch the video here.
Follow Clay on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC134: Bitcoin Integration Into Gaming with André Neves (Bitcoin Podcast) Jun 14, 2023

Show notes

Preston Pysh chats with André Neves all about Bitcoin and its integration into gaming. André is the co-founder and CTO at Zebedee. Zebedee is a company that lets developers make turnkey financial transactions native to their apps and games.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:41 - What exactly is Zebedee and what makes it unique in the Bitcoin and gaming space?

06:01 - Could you describe, in layman's terms, the technology behind Zebedee's API for streaming Bitcoin sats?

06:01 - What are some use cases for Zebedee's API that game developers might find attractive?

19:33 - How could Zebedee change the landscape of the online gaming industry?

19:33 - How has Zebedee been received by the gaming community so far?

33:42 - Are there any new projects or product offers that you find exciting?

33:59 - How does Nostr potentially fit into all of this?

54:44 - What advice would you give to aspiring engineers who want to venture into this space?

01:02:20 - Where do you see Zebedee in the next 5-10 years?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
André NevesTwitter.
TheZebedee Website.

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 thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Investor’s Podcast (We Study Billionaires) – The Investor’s Podcast Network

Related Podcasts

Links

Stay Connected