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

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Latest Episodes:

TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz May 09, 2021

Show notes

In 2020, there were six companies that made up 25% of the S&P 500 and you know which ones they are: Facebook, Amazon, Apple, Netflix, Google, and Microsoft. The common denominator driving the growth for all of these companies is Artificial Intelligence. Google’s CEO, Sundar Pichai has described the development of AI as “more profound than fire or electricity,” but it is still very misunderstood. Everyone has a sci-fi image that appears in their head when they hear about AI, but what actually is it? Where did it come from? How fast is it growing? To answer these questions, Trey Lockerbie sits down with New York Times writer and author Cade Metz, to discuss his new book, Genius Makers, which lays out the story of how AI came to be.

IN THIS EPISODE, YOU'LL LEARN:

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
The history of AI
How it works and why it is used
The challenges for AI ahead
Some ethical dilemmas surrounding it and most importantly;
Which companies will benefit from it the most

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Cade’s new book Genius Makers
New York Timesarticles by Cade Metz

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

BTC024: Plan B & Adam Back on Bitcoin Contango & Derivatives (Bitcoin Podcast) May 05, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Adam and Plan B's opinions on the current market conditions
What Adam and Plan B believe is causing the massive contango trade
What Adam and Plan B think the implications of the contango trade could mean for Bitcoin moving forward
Where they think we are currently at in the market cycle
Thoughts on Bitcoin Fungibility
Bitcoin Hashrate drop
Lightning adoption
Why do you think Satoshi picked every 4 years for a halving cycle

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Plan B's Bitcoin articles
Adam Back's Bitcoin company Blockstream
Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP347: Value Investing in 2021 w/ Mohnish Pabrai May 02, 2021

Show notes

On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how retail investors can clone it.

IN THIS EPISODE, YOU'LL LEARN:

Why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994
Why the Spawning framework is, and why it’s better than buying back shares
Where Mohnish would like to add to his circle of competence with no time cost
Why watching paint dry is the core of being a great investor

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Learn more about Mohnish Pabrai’sDakshana Foundation
Mohnish Pabrai’s website
Peter Kaufman’s book, Poor Charlie’s Almanack
Our interviews with Mohnish Pabrai about value investing and philanthropy
Our interviews with Mohnish Pabrai about value investing
Guy Spier’s thoughts on Seritage Growth Properties
Our interview with William Green about Mohnish Pabrai and much more.
Buy William Green´s book, Richer, Wiser, Happier

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

BTC023: Bitcoin's International Impact w/ Alex Gladstein (Bitcoin Podcast) Apr 28, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Alex got started in Bitcoin many years ago
How the Human Rights Foundation (HRF) thinks Bitcoin can help
Bitcoin, hashing, and China
What are the biggest barriers to entry for people in less fortunate areas
Bitcoin in Venezuela, Turkey and other areas that have high levels of debasement
Lightning network versus on chain Bitcoin
Alex's thoughts on privacy compared to other tokens
Banning Bitcoin and the impact for the countries that have tried

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Alex's Twitter
The Human Rights Foundation
Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP346: Masterclass in Valuation w/ Chris Bloomstran Apr 25, 2021

Show notes

On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks.

IN THIS EPISODE, YOU'LL LEARN:

How to value a company’s equity portfolio
4 methods to estimate the intrinsic value of Berkshire Hathaway
Why Berkshire Hathaway, contrary to popular belief, doesn’t have a lot of cash on its balance sheet
How to size your position based on your valuation and expected performance

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Read Chris Bloomstran’s website
Read Chris Bloomstran’s letters to his clients
Tobias Carlisle’s interview with Chris Bloomstran
Buffett resource on CNBC

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!

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

BTC022: Dr. Adam Back & Bitcoin's Proof of Work (Bitcoin Podcast) Apr 21, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

How did Dr. Back discover Proof of Work (PoW)?
Is Proof of Work a vital component of Bitcoin's price floor
Blockstreams new initiative into mining
Blockstreams new issuance of a debt note that pays Bitcoin coupons
Using digital tokens on liquid for registry purposes for the note
How mining can reduce volatility while still capturing significant upside
Dr. Back's thoughts on the Bitcoin contango trade.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Dr. Adam Back on Twitter
Blockstream's website
Learn more about Blockstream's Mining Unit
Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP345: Richer, Wiser, Happier w/ William Green Apr 18, 2021

Show notes

On today’s show, Stig talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become rich but how to improve the way we think, reach decisions, assess risk, build resilience, and turn uncertainty to our advantage. The best investors are master game players who consciously maximize their odds of long-term success in markets and life while also minimizing any risk of catastrophe.

IN THIS EPISODE, YOU'LL LEARN:

How to invest like the best investors in the world
Why you should invest like Tom Gaynor if you aren’t as smart as Warren Buffett
Deep personal insights into John Templeton’s unique personality
What we can all learn from Bill Miller’s investing and life crisis during the great financial recession in 2008-2009

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
William Green’s book, Richer, Wiser, Happier – read reviews of this book
Our conversation with William Green aboutThe Great Minds of Investing
Visit William Green’swebsite
Email your best stories from the Berkshire Hathaway Annual Shareholder’s meeting tocontact@theinvestorspodcast.comto win a free copy of Richer, Wiser, Happier

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 arating 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

BTC021: Bitcoin and Bonds w/ Greg Foss (Bitcoin Podcast) Apr 14, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What were some early lessons that Greg learned that shaped the way he sees the investing world
How does he think about the long-term debt cycle
How can Bitcoin potentially impact the fixed income market
How can convertible bonds become a catalyst for further Bitcoin adoption
What are his thoughts on the contango trade
His thoughts on the current sell-off in bonds and what it means for yield curve control
How to think about sovereign default swaps and how it can be used as a model for valuing Bitcoin
How governments will start to view Bitcoin if the trend continues

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Greg Foss's article: Valuing Bitcoin w/ Credit Default Swaps
Greg Foss Twitter
Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP344: A Deep Dive Into Morning Brew's $75M Valuation w/ Alex Lieberman Apr 11, 2021

Show notes

On today’s episode, Trey sits down with Alex Lieberman, the co-founder and CEO of the wildly popular email newsletter company, Morning Brew. Alex comes from a family with a career history in finance, but set out on his own to pursue Morning Brew, and recently sold it to Business Insider for $75 million dollars. If you want to invest like Warren Buffett, you have to become a student of business, and you do that by diving deep into successful companies to see what their secret sauce is. That’s what today’s episode with Alex is about.

IN THIS EPISODE, YOU'LL LEARN:

Best practices used by Morning Brew to grow to 2.7M subscribers, which can be applied to nearly any business
How to develop a unique brand voice with pricing power
How to find the right co-founders and investors
How self improvement equals business improvement

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Morning BrewNewsletter
Founders Journal Podcast
Austin Reif’s Rolling Fund
Zero to One by Peter Thiel
Trillion Dollar Coach by Eric Schmidt

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!

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

BTC020: Bitcoin & Quantum Computing w/ Andrew Fursman (Bitcoin Podcast) Apr 07, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What is a quantum computer and why is it important for the future
How does quantum computer threaten encryption
What is a Bloch Sphere and why is it important
Why is quantum so good at solving specific problems
What is the potential timeline for Quantum to achieve the processing required to pose a threat to Bitcoin
What other application are there for Quantum computers beyond cracking encryption
The differences between cracking elliptical curve key generation versus 2048 bit RSA.
What are the energy impacts of quantum computing

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
What is a Bloch Sphere
Andrew Fursman's Company 1Qbit
Andrew Fursman's bio
An interesting paper that addresses Bitcoin and the impact of quantum computing
Browse through all our episodes (complete with transcripts) here.

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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