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Podcast · 167 episodes

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network, page 3

by The Investor's Podcast Network · English

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

All episodes, page 3

TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay FinckCurrent market opportunities through Daniel Mahncke’s “destination analysis” lens, focusing on MercadoLibre, Amazon, and AI’s likely impact on Constellation Software, plus a…19 Apr 2026 · 1 h 25 min · 33 chapters
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle GrievePortfolio review and 2026 positioning for the Intrinsic Value Portfolio, including what they’re trimming, what they’re adding, and watchlist updates.16 Apr 2026 · 1 h 48 min · 37 chapters
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennanHow to invest prudently during highly uncertain geopolitical and economic conditions, emphasizing resilience, crisis preparedness, and portfolio construction rather than short-term prediction.12 Apr 2026 · 1 h 37 min · 37 chapters
TIP806: Wise PLC w/ Kyle Grieve and Daniel MahnckeExplains why Wise PLC’s stock returns lag its reported profit growth, then breaks down how Wise works in cross-border payments, its revenue model, competitive advantages, and a “destination analysis”…10 Apr 2026 · 1 h 32 min · 30 chapters
TIP805: Stock Market Maestros w/ Kyle GrievePortfolio management lessons from the book Stock Market Maestros (Lee Freeman-Shore, Claire Finn Levy).5 Apr 2026 · 1 h 4 min · 33 chapters
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel MahnckeA deep dive on Kinsale Capital Group, a specialty insurer focused on U.S.3 Apr 2026 · 1 h 14 min · 24 chapters
TIP803: How Economics and Art Shape Better Investors w/ Kyle GrieveThe episode uses mental models from economics and art to explain better investing—arguing that investing isn’t just optimization and numbers, but also scarcity, supply/demand, optimization…29 Mar 2026 · 1 h 5 min · 26 chapters
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle GrieveThe 1960s “go-go years” stock-market bubble—how momentum and extreme valuations created “genius” returns, then how multiple compression, leverage, and fraud destroyed investors.27 Mar 2026 · 1 h 5 min · 22 chapters
TIP801: Value Investing Meets Venture Capital w/ Kyle GrieveIn this episode, Kyle Grieve discusses how lessons from venture capital (VC) can be valuable for long-term value investors.22 Mar 2026 · 1 h 4 min · 28 chapters
TIP800: Navigating an AI-Driven Market w/ François RochonIn this episode of *We Study Billionaires*, host Clay Fink interviews François Rochon, founder and portfolio manager at Giverny Capital, to discuss insights from his 2025 annual letter, the impact of…20 Mar 2026 · 1 h 15 min · 25 chapters
TIP799: The Davis Dynasty w/ Kyle GrieveIn this episode of We Study Billionaires, host Kyle Grieve discusses the investing legacy of the Davis dynasty—a notable multi-generational family known for their success in compounding wealth…15 Mar 2026 · 1 h 6 min · 26 chapters
TIP798: Nintendo Stock Deep Dive w/ Clay FinckIn this episode of We Study Billionaires, host Clay Finck dives deep into the history and business strategy of Nintendo, exploring how the company transformed from a playing card manufacturer to one…13 Mar 2026 · 1 h 2 min · 24 chapters
TIP797: Born To Be Wired w/ Kyle GrieveIn this episode, host Kyle Grieve dives into the life and investment strategies of John Malone, a legendary capital allocator known for his innovative deal-making and shareholder value creation.8 Mar 2026 · 1 h 4 min · 21 chapters
TIP796: Die with Zero & Linde Stock Analysis w/ Clay FinckThe podcast explores the investment strategies of financial billionaires, featuring insights from esteemed investors like Warren Buffett, Ray Dalio, and Howard Marks.6 Mar 2026 · 55 min · 27 chapters
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari RamachandraWe Study Billionaires - The Investor’s Podcast Network1 Mar 2026 · 1 h 21 min · 30 chapters
TIP794: Keynes And The Markets w/ Kyle GrieveIn this episode, Kyle Grieve discusses the evolution of John Maynard Keynes as an investor, highlighting the lessons that modern investors can draw from his successes and failures.27 Feb 2026 · 1 h 1 min · 20 chapters
Programming Update Regarding Bitcoin Fundamentals and Infinite TechProgramming Update Regarding Bitcoin Fundamentals and Infinite Tech25 Feb 2026 · 1 min
RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William GreenIn this episode, host William Green distills key investing insights from interviews with renowned investors Howard Marks and Nima Shayegh.22 Feb 2026 · 1 h 31 min · 26 chapters
TIP793: Thinking Fast & Slow by Daniel Kahneman w/ Clay FinckWe Study Billionaires - The Investor’s Podcast Network20 Feb 2026 · 1 h · 24 chapters
TECH015: OpenClaw and Self-Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)In this episode, hosts Preston Pysh and Justin Moon delve into the intricacies of large language models (LLMs), the evolution of OpenClaw as a self-sovereign AI assistant, and the implications of…18 Feb 2026 · 1 h 5 min · 26 chapters
TIP792: Vital Lessons From History’s Strangest Financial Stories w/ Kyle GrieveWe Study Billionaires - The Investor’s Podcast Network15 Feb 2026 · 1 h 8 min · 25 chapters
TIP791: Best Quality Stock Idea Q1 2026 w/ Clay Finckis a financial podcast that explores the investment strategies of renowned billionaires. The hosts include Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.13 Feb 2026 · 1 h 1 min · 21 chapters
BTC259: Bitcoin & Theoretical Physics w/ Jeff Booth, Jack & Nick (Bitcoin Podcast)In this episode, Preston Pysh hosts a discussion with Jeff Booth, Jack, and Nick regarding their year-long research linking Bitcoin to fundamental physics.11 Feb 2026 · 1 h 16 min · 27 chapters
TIP790: Wealth Beyond Money w/ Thomas Mueller-BorjaWe Study Billionaires - The Investor’s Podcast Network8 Feb 2026 · 1 h 20 min · 28 chapters