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

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TIP785: My Reflections on Money, Life, and Happiness w/ Stig Brodersen Jan 18, 2026

Show notes

In this episode, Stig Brodersen shares personal reflections on money, life, and happiness. He explores how money magnifies who we already are, why lifestyle creep can quietly erode happiness, and how growing wealth may change relationships.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:13 - Why money magnifies who you are 00:02:42 - How to think about lifestyle creeps and incremental happiness 00:10:02 - Why you shouldn’t try to change others 00:14:47 - Why you should be around people who play cricket 00:22:58 - Why you can have anything but not everything 00:27:29 - Why you should lean into your unfair advantage 00:32:12 - Some welcome and uncoming surprises of wealth 00:50:25 - Why you should be useful

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 how to join us in Omaha for the Berkshire meeting ⁠⁠⁠⁠here⁠⁠⁠⁠.
Stig’s blog post on his portfolio and track record since 2014.
Stig’s podcast episode on his journey into financial independence.
Stig’s podcast episode on his advice to his 20-year old self.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.
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References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.

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TIP784: History's Biggest Market Bubbles w/ Clay Finck Jan 16, 2026

Show notes

In this episode, Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of 1720, the Railway Mania of 1845, and Japan’s asset bubble of the late 1980s.

These case studies examine how greed, leverage, speculation, and misplaced faith in government or institutions repeatedly led investors to abandon fundamentals.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:59 - Why financial bubbles repeat throughout history despite changing technologies and markets 00:03:14 - The key psychological forces that drive speculative manias 00:04:47 - How speculation differs from long-term investing, and where the line often gets crossed 00:25:25 - The role governments, institutions, and incentives play in fueling bubbles 00:34:35 - Why leverage amplifies both gains and losses during periods of extreme speculation 01:03:44 - Key lessons from history’s biggest bubbles 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 how to join us in Omaha for the Berkshire meeting ⁠⁠⁠here⁠⁠⁠.
Edward Chancellor’s book: Devil Take the Hindmost.
Related Episode TIP729: Mastering the Capital Cycle w/ Clay Finck.
Follow Clay on ⁠X⁠ and ⁠LinkedIn⁠.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.
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SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.

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

BTC257: Bitcoin Mastermind Q1 2026 w/ Jeff Ross, Joe Carlasare, and American HODL (Bitcoin Podcast) Jan 14, 2026

Show notes

The Bitcoin mastermind group explores geopolitical tensions, including a potential U.S. response to Taiwan's defense and Venezuela’s strategic oil reserves. They analyze the revolutionary impact of AI on economic models, employment, and national security, while diving into crypto regulation, Bitcoin predictions, and market dynamics. A mix of serious insights and entertaining AI-generated music rounds out the session.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:00:03 - Why the Venezuela raid could signify a new global power alignment

00:00:20 - The debate on whether the U.S. would defend Taiwan from a Chinese invasion

00:05:02 - Strategic importance of semiconductors in global power dynamics

00:17:58 - Elon Musk’s prediction about deflation and AI-driven economies

00:32:04 - Insights from Microsoft’s AI Economy Institute on global AI adoption

00:37:10 - How AI could disrupt white-collar work and content credibility

00:41:03 - Forecasts on Bitcoin’s price trajectory through 2026

00:44:07 - The Clarity Act’s potential impact on stablecoins and crypto markets

00:53:39 - How treasury yields, Powell investigations, and Bitcoin interconnect

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

BOOKS AND RESOURCES

Related Episode: ⁠⁠Bitcoin Mastermind Q3 2025⁠⁠.
Related Episode: ⁠⁠⁠Bitcoin Mastermind Q2 2025.
American Hodl on Nostr.
Jeff Ross on Nostr.
Joe Carlasare on X (Twitter), Nostr.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mentioned in the podcast.
Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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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.
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SPONSORS

Support our free podcast by supporting our ⁠⁠sponsors⁠⁠:

References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.

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

TIP783: What the Market Missed: Prem Watsa and One of the Greatest Records in Business w/ Kyle Grieve Jan 11, 2026

Show notes

Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing, insurance float, and resilient capital allocation.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 – Intro

00:03:29 – How Prem Watsa accidentally found investing and never looked back

00:07:48 – Why insurance float became Fairfax’s secret compounding weapon

00:09:43 – The exact thinking that shaped Fairfax’s long-term value discipline

00:10:02 – How Fairfax set bold targets and held itself publicly accountable

00:13:27 – Why cheap businesses taught painful but critical quality lessons

00:23:53 – How downturns and mistakes strengthened Fairfax’s balance sheet mindset

00:18:18 – What the short seller siege revealed about culture and conviction

00:24:47 – How crisis hedging created survival capital and massive opportunity

00:28:46 – Why overprotection hurt returns and forced strategic humility

00:37:25 – How culture decentralization and capital allocation became Fairfax’s moat

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 how to join us in Omaha for the Berkshire meeting ⁠⁠⁠here⁠⁠⁠.
Buy The Fairfax Way here.
Listen to TIP772, How Great Compounders Turn Time Into A Superpower here.
Follow Kyle on Twitter and LinkedIn.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.
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Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.

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

TIP782: The Search for Mispriced Stocks w/ Clay Finck Jan 09, 2026

Show notes

In this episode, Clay reviews the book Hidden Investment Treasures by Daniel Gladiš and explores how the rise of passive investing has created growing inefficiencies in today’s market.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:37 - How the rise of passive investing has weakened the price discovery process 00:07:38 - Why price and value often diverge in overlooked parts of the market 00:15:37 - Why today’s market environment may be especially favorable for disciplined value investors 00:23:53 - Why paying the right price matters more than forecasting short-term market movements 00:29:43 - How capital allocation, balance sheet strength, and management quality reduce investment risk over time 00:59:33 - Key lessons from real-world case studies, including Markel, NVR, Japanese equities, and banks

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 how to join us in Omaha for the Berkshire meeting ⁠⁠here⁠⁠.
Daniel Gladiš’s book: Hidden Investment Treasures.
Learn more about Gladiš’s firm: The Vltava Fund.
Check out the Made in Japan Substack.
Related Episode TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki.
Follow Clay on X and LinkedIn.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.
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References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.

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

TECH012: Monthly Tech Roundup – Data Centers in Space, AI5 Chip, Tesla vs. Waymo w/ Seb Bunney (Tech Podcast) Jan 07, 2026

Show notes

Preston and Seb unpack AI’s implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk’s ventures in space and autonomous tech.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro 00:04:37 - Why AI safety and autonomy are increasingly at odds
00:11:30 - How AGI could reshape governance and policy-making
00:07:40 - Preston’s skepticism about AI self-preservation claims
00:15:18 - The unintended consequences of AI regulation
00:22:15 - How Bitcoin could hold corporations accountable
00:20:10 - The dangers of centralizing economic power via AI
00:34:45 - Why generalist thinking matters in a post-pandemic world
00:37:20 - The role of curiosity and deep reading in future-proofing
00:41:59 - How SpaceX is redefining launch economics with reusable rockets
00:57:41 - The hidden potential of Tesla’s AI chips and compute power

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

BOOKS AND RESOURCES

Clip 1: AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! with Tristan Harris.
Clip 2: Marc Andreessen explains the future belongs to generalists in the AI era.
Clip 3: Elon Musk on the Future of SpaceX & Mars.
Official Website: Seb Bunney.
Seb’s book: The Hidden Cost of Money.
Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mentioned in the podcast.
Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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SPONSORS

Support our free podcast by supporting our ⁠sponsors⁠:

References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them.

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

TIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen Jan 04, 2026

Show notes

In this episode, Stig Brodersen sits down with Clay Finck to reflect on Clay’s portfolio decisions, investment philosophy, and personal evolution as an investor. Clay walks through the rationale behind recent additions to his portfolio, how his thinking on valuation versus quality has matured, and why he increasingly prioritizes businesses led by exceptional operators with long runways for compounding.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro

00:01:48 - Which stocks Clay added to his portfolio in 2025

00:03:10 - How “sidecar investing” with exceptional founder-operators shapes Clay’s portfolio

00:19:34 - How short-term market narratives can diverge from changes in intrinsic value

00:26:24 - How Clay approaches position sizing, opportunity cost, and staying invested

00:14:27 - Why geography, currency risk, and capital flows matter in global investing

00:41:52 - How value investing principles influence Clay’s views on money, career, and happiness

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 how to join us in Omaha for the Berkshire meeting ⁠here⁠.
Clay Finck’s investment philosophy.
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TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck Jan 02, 2026

Show notes

Clay is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META).

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:40 - Why Shawn is bullish on Exor NV 00:04:58 - Why Exor trades at a 60% discount to net asset value 00:11:22 - An assessment of Exor’s management team 00:39:57 - Why Daniel is bullish on Mercado Libre 00:49:49 - An overview of the competitive landscape for MELI 01:08:57 - Why Clay is bullish on Meta

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

BOOKS AND RESOURCES

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Related Episode: TIVP050: Portfolio Review: Performance & New Positions.
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TECH011: The History of AI and Chatbots w/ Dr. Richard Wallace (Tech Podcast) Dec 31, 2025

Show notes

Dr. Richard Wallace, creator of ALICE and AIML, shares his journey from 1990s chatbot innovation to today’s AI frontiers.

He and Preston also explore AI’s learning methods, human vs machine intelligence, and the evolving role of creativity in artificial minds.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro

00:02:46 - How a 1990 New York Times article inspired Richard Wallace’s AI journey

00:03:42 - What made the ALICE chatbot revolutionary in its time

00:07:20 - The principles behind minimalist robotics and their influence on AI

00:12:00 - How AIML works and why it was crucial to early chatbot success

00:16:30 - The contrast between supervised and unsupervised learning methods

00:17:20 - Why LLM decision-making processes remain hard to interpret

00:20:33 - How humans and chatbots use language in surprisingly robotic ways

00:24:43 - The philosophical roots of the Turing Test and its modern critiques

00:40:19 - Insights on combining symbolic and neural approaches in AI today

00:41:18 - What Wallace is working on now at Franz in medical AI predictions

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

BOOKS AND RESOURCES

The platform behind ALICE: Pandorabots.com.
Website: Franz.
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TIP779: Richer, Wiser, Happier Q4 2025 w/ Stig Brodersen & William Green Dec 28, 2025

Show notes

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and reconnect with what matters most. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:49 - How to tap into your subconscious mind through a flow state 00:17:12 - How and why Arnold Van Den Berg hypnotized William to prime him for success 00:52:33 - How to show gratitude in a world full of confusion and anger 01:12:08 - Whether we all want the same things in life, including respect, appreciation, love, and independence 01:36:51 - Why you should treat adversity as a gift to behave well

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.
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William Green’s book Richer, Wiser, Happier.
William’s ⁠⁠episode with Arnold Van Den Berg⁠⁠ about how to thrive no matter what.
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