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

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Latest Episodes:

TIP486: Macro Investing w/ Cullen Roche Oct 23, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:22 - Why and how do we need to understand the macro environment when we invest
07:18 - Why we should think of the economy as we think of the human body
19:02 - Why the traditional buy-and-hold equity strategy is flawed
26:20 - Why a house we live in is typically not a good investment
35:16 - How has the stock market performed after inflation and taxes?
40:38 - Why investors are not globally diversified when they invest in the S&P500
48:27 - Why bonds bear markets are different from bear markets in stocks
55:58 - Why diversification is about hating some of your portfolio all of the time
1:03:49 - How money creation will change with a digital currency by central banks
1:11:53 - What is yield curve control, and how is it exercised?
1:16:08 - What is the third mandate of the FED?

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.
Stig's first part interview with Cullen Roche about Inflation.
Cullen Roche's website,The Discipline Funds.
Cullen Roche's website, Pragmatic Capitalism.
Tweet directly to Cullen Roche.
Email Cullen atcullenroche@orcamgroup.com.
Cullen Roche's YouTube channel.
Cullen Roche’s new research paper, All Duration Investing.
Cullen Roche’s book, Pragmatic Capitalism – Read reviews here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe Oct 21, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

03:40 - Why Josh believes we are at an Entropic Apex in the current markets.
06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil.
27:06 - Why Stan Druckenmiller invested in Lux early on, alongside Bill Conway, the billionaire co-founder of the Carlyle Group.
41:38 - Josh’s belief that we should rebrand sustainable energy to Elemental Power and include nuclear.
54:58 - Josh’s entrepreneurial endeavors, such as founding Kurion with $1.5M and selling it for over $100M Bitcoin.
59:28 - Josh’s previous criticisms of Elon Musk and his Twitter deal as well as Ray Dalio, who had retired on the day of this recording.
1:05:02 - His pursuit of digitizing scents.
And much, 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, and the other community members.
Lux Capital Website.
Josh Wolfe'sTwitter.
Trey Lockerbie'sTwitter.
Related Episode: The Real Life Tony Stark W/ Josh Wolfe - TIP399.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World (Bitcoin Podcast) Oct 19, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:20 - Jeff's first principles overview of energy, money, and resource optimization.
12:42 - Why is the adoption of Bitcoin bottom up and not top down?
15:41 - A system of growing misinformation and why.
25:47 - Why are open protocols so difficult to understand?
32:29 - What is the blockchain Trilemma?
40:12 - Why is decentralization combined with security for the first time such a big deal?
50:46 - Jeff's opinion on why energy must be inserted into money.
01:11:28 - What are the important Bitcoin fundamentals to be focusing on right now?
01:16:33 - If Jeff had to recommend something to the G20, what would it be?

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.
Jeff's Twitter.
Ego Death Capital.
Related Episode: Bitcoin Deep Dive on Energy Misconceptions w/ Michael Saylor - BTC099.
Related Episode: A Hyper-Bitcoinized World w/ Jeff Booth - BTC052.
The article from Baseload BTC: Green-Shaming No More.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2) Oct 18, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

02:49 - How Buffett came around to purchasing Geico.
07:45 - Why Buffett’s reputation helped him get a fantastic deal on Nebraska Furniture Mart.
10:33 - Why the efficient market hypothesis is partially false.
12:13 - How Salomon Brothers nearly destroyed Buffett’s reputation.
26:35 - How Berkshire Hathaway faired through the 1999 tech bubble.
43:23 - How Buffett foresaw the calamity to occur in 2007/2008 great financial crisis.
51:20 - Why Berkshire’s purchase of Apple was perhaps the greatest trade of all time.

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 Part 1 of this Warren Buffett Deep Dive.
Alice Schroeder’s book - The Snowball.
Robert Hagstrom’s book - The Warren Buffett Way.
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

RWH015: Betting Better in Markets & Life w/ Annie Duke Oct 16, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

12:49 - How Annie Duke got sick, quit academia, & became a professional poker player.
18:24 - How poker taught her to “embrace uncertainty” & recognize the limits of what we know.
27:26 - How a legendary poker champion taught her to think more rationally about luck & loss.
37:45 - Why it’s important to think probabilistically—and how to strengthen this skill.
41:49 - How Annie helped a venture capital firm to improve its decision-making process.
44:54 - What skills & insights can be transferred from the game of poker to the game of investing.
51:36 - Why Annie never owned Bitcoin or NFTs.
55:13 - How to develop “kill criteria” that will help you decide when to sell an investment.
1:00:31 - Why we tend to make terrible investment decisions when we’re losing money.
1:06:29 - How to think rationally about whether to quit your job.
1:12:11 - How our sense of identity & tribalism can wreck our ability to revise our beliefs.
1:27:53 - Why Daniel Kahneman has a “quitting coach”—and why you should have one, too.
1:42:18 - Why it’s invaluable to open your mind to other people’s dissenting views.

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.
Annie Duke’s new book, “Quit: The Power of Knowing When to Walk Away.”
Annie’s previous bestsellers,“Thinking in Bets” & “How to Decide”
William Green’s book, “Richer, Wiser, Happier” –read the reviews of this book.
William Green’sTwitter.
Related Episode: The Mind Of A World Poker Champion W/ Annie Duke - TIP231.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
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Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP483: Down But Not Out w/ Cathie Wood Oct 14, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others.
15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs.
23:30 - Cathie’s belief that we will experience a deflationary surprise, which could reverse the FED’s current plan of action.
26:33 - Cathie’s thoughts on energy, unemployment numbers and other market indicators.
34:58 - An updated view on Bitcoin, Microstrategy and Coinbase.
46:37 - ARKS new venture fund.
56:20- Tesla’s recent AI Day and it’s potential impact on jobs.
And much, 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, and the other community members.
ARK Invest Website.
ARK’s New Venture Fund Website.
Trey Lockerbie Twitter.
Related Episode:Disruptive Innovation w/ Cathie Wood - TIP334

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC099: Michael Saylor's Deep Dive on Bitcoin Energy Misconceptions (Bitcoin Podcast) Oct 12, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:48 - Why does Michael believe that if the money isn't scarce, every desirable good on the planet will become scarce?
09:25 - What is irrational urgency and why does it exist with a fiat system?
21:07 - Is it possible to not inject energy into money and keep it sound?
30:41 - Why do so many people miscalculate how much energy Bitcoin will use in the future?
38:19 - Why is it so hard for people to wrap their head around Bitcoin mining in general?
44:53 - Is the environmental and energy issues currently playing out in the world connected to what Bitcoin is solving for?
58:51 - Where should we start when we think about the energy and environmental impact that's currently plaguing the world?
01:13:36 - Why is it important to keep the monetary constants unchanged?
01:26:42 - What is Bitcoin really solving for, versus every other crypto asset?
02:14:40 - Is Bitcoin the best ESG incentive in the world right now?
02:27:47 - Michael's overall thoughts on why Bitcoin is so important to get right.

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.
The article from Baseload BTC: Green-Shaming No More.
Michael'sTwitter.
Michael's resources on Bitcoin: Hope.com.
Related Episode: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery - BTC098.
Related Episode: Masterclass In Economic Calculation w/ Michael Saylor - BTC005.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1) Oct 11, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:08:46 - Who the key figures were in Buffett’s development as an investor.
00:09:58 - Benjamin Graham’s definition of an investment.
00:10:21 - What it means to invest with a margin of safety.
00:22:23 - What cigar butt companies are and how they made Warren a fortune.
00:28:59 - How Charlie Munger helped shape Warren’s investment approach.
00:44:29 - Why Buffett loved the insurance business.
00:45:57 - How Warren Buffett’s investment partnership achieved a 31% annual return without a single losing year.
00:49:40 - Why buying a candy company was a critical moment in Buffett’s investment career.

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.
Alice Schroeder’s book – The Snowball.
Robert Hagstrom’s book – The Warren Buffett Way.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2) Oct 10, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:46 - How and why did Trey and William get hired?
12:52 - What the business model of The Investor’s Podcast Network is.
15:11 - What the Free Cash Flow is of The Investor’s Podcast Network.
23:47 - How potential buyers have been approaching the Investor’s Podcast Network.
30:23 - Why The Investor’s Podcast Network is not optimizing for profit but happiness on the team.
30:24 - Whether any price would be so high that The Investor’s Podcast Network would be sold.
47:10 - Who is Clay Finck, and why will he be hosting We Study Billionaires.
51:48 - What does Clay Finck’s investment portfolio look like?
59:52 - How to access the WhatsApp group for the Berkshire Hathaway Annual Shareholder’s 2023 event.

*Disclaimer: Slight timestamp discrepancies 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 the first part of this episode, Our Story.
The website where Stig Brodersen and Preston met each other, BuffettsBooks.
The popular podcastMillennial Investing by The Investor’s Podcast Network.
The Investor’s Podcast Network’s YouTube channel for new investors.
Sign up for the daily newsletter from The Investor’s Podcast Network.
Try out free and paid courses.
Stig Brodersen and Preston Pysh’s book, The Warren Buffett Accounting Book – Read reviews of this book.
Get the ad-free version of We Study Billionaires.
Contact Clay about the WhatsApp Group at clay@theinvestorspodcast.com.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1) Oct 09, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:48 - How Stig and Preston met and why they started The Investor’s Podcast together.
10:05 - When did Stig and Preston know that the podcast would be successful.
19:33 - What the pivotal moments were along the way.
25:28 - What is the relationship between Stig and Preston today.
37:50 - Why was the bitcoin show not set up in a separate podcast feed.
40:40 - What is the mission and vision of The Investor’s Podcast Network.
50:49 - Why is The Investor’s Podcast Network a team-based company and less focused on profits and customers.
1:01:47 - How does The Investor’s Podcast Network identify the right hires.

*Disclaimer: Slight timestamp discrepancies 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 the second part of this episode, Our Finances.
The website where Stig Brodersen and Preston met each other, BuffettsBooks.
The popular podcastMillennial Investing by The Investor’s Podcast Network.
The Investor’s Podcast Network’s YouTube channel for new investors.
Sign up for the daily newsletter from The Investor’s Podcast Network.
Try out free and paid courses.
Stig Brodersen and Preston Pysh’s book, The Warren Buffett Accounting Book – Read reviews of this book.
Get the ad-free version of We Study Billionaires.
Contact Clay about the WhatsApp Group at clay@theinvestorspodcast.com.

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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