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Podcast · 167 episodes

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network, page 5

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 5

TIP776: Stig Brodersen’s Mental Models & Portfolio UpdateStig Brodersen discusses his 2025 portfolio changes and the mental models behind them—especially operational leverage, AI-driven cost dynamics, and how he sizes positions.12 Dec 2025 · 1 h 22 min · 25 chapters
BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)The episode argues that Bitcoin “treasury companies” (digital asset treasury companies/DATs) have been a “dumpster fire,” driven by negative sentiment, liquidity/market-cycle dynamics, and flawed…10 Dec 2025 · 1 h · 21 chapters
TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle GrieveThe episode argues that common valuation metrics and financial statements can mislead investors because of forecasting errors (bias, information gaps, and especially noise), accounting distortions…7 Dec 2025 · 1 h 3 min · 29 chapters
TIP774: Being Greedy While Others are Fearful w/ Shawn O'MalleySean O’Malley explains his “intrinsic value” investing approach: why he’s shifted from passive learning to concentrated stock research, how he thinks about “100-baggers,” and how the Intrinsic Value…5 Dec 2025 · 1 h 30 min · 21 chapters
TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)The episode is an “emerging tech overview” covering Tesla driverless tech (FSD 14.2), the shift from rule-based driving to end-to-end neural decision-making, Waymo vs Tesla sensor strategies,…3 Dec 2025 · 1 h 14 min · 30 chapters
TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle GrieveKyle Grieve explains how systems thinking and “simple math” (power laws, convex compounding, regression to the mean) shape long-term investing.30 Nov 2025 · 1 h 5 min · 33 chapters
TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle GrieveHow long-term “compounders” turn time into a superpower by sustaining high ROIC, high reinvestment rates, and durable competitive advantages; why paying premium multiples can still produce…28 Nov 2025 · 1 h 4 min · 23 chapters
BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)Interview with journalist/educator Natalie Brunell about her book Bitcoin is for Everyone, arguing that the financial system feels broken due to inflation, debt, and a monopoly over money, and that…26 Nov 2025 · 1 h · 21 chapters
TIP771: Money Masters Of Our Time w/ Kyle GrieveKyle Grieve summarizes lessons from John Train’s Money Masters of Our Time, focusing on “money masters” and adaptable investing principles across growth, value, deep value, activist, quality, and…23 Nov 2025 · 1 h 10 min · 27 chapters
TIP770: Mastering the Markets w/ Andrew BrentonAndrew Brenton (Turtle Creek Asset Management) argues markets have become less efficient at pricing intrinsic value, citing Cliff Asness’ “Less Efficient Market Hypothesis.” He links inefficiency to…21 Nov 2025 · 57 min · 19 chapters
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)US fiscal stress and tightening liquidity signals (especially repo and Treasury funding), global pressure points (dollar, Japan carry trades, yields), and why Bitcoin is an “early warning” for…19 Nov 2025 · 1 h 3 min · 19 chapters
TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle GrieveHow Home Depot’s founders (Bernie Marcus and Arthur Blank) built the company from fired executives into a $300B-scale retailer, emphasizing “DNA” elements: customer obsession,…16 Nov 2025 · 1 h 9 min · 36 chapters
TIP768: Best Quality Stock Idea Q4 2025 w/ Clay FinckQuarterly “Best Quality Ideas” episode analyzing Interactive Brokers (IBKR) for Q4 2025.14 Nov 2025 · 1 h 7 min · 27 chapters
BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast)Quantum computing basics and why it could threaten Bitcoin’s elliptic-curve cryptography (ECC), plus the proposed Bitcoin upgrade BIP 360 (post-quantum signatures) and the practical migration…12 Nov 2025 · 54 min · 20 chapters
TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari RamachandraThis episode is a Q4 2025 “mastermind discussion” where Steve Brodersen and co-hosts Clay and guests stress-test investment theses across three companies: Sanofi (Hari), Remitly (Steve), and Crocs…9 Nov 2025 · 1 h 27 min · 24 chapters
TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck“Intelligent fanatics” as long-term business builders—founder/CEO or management teams with unconventional ideas, fanatical drive, trust-based “think like owners” cultures, talent development, 10-year…7 Nov 2025 · 1 h 2 min · 18 chapters
TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast)The episode discusses David Sinclair’s Lifespan and the “information theory of aging,” arguing aging is driven by epigenetic information loss/noise rather than inevitable wear-and-tear.5 Nov 2025 · 1 h 11 min · 25 chapters
TIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle GrieveHow “The Investment Philosophers” (Ethan Everett) uses major philosophers to explain investing decisions under uncertainty—focusing on psychology, emotion control, intrinsic value vs market…2 Nov 2025 · 1 h 8 min · 31 chapters
TIP764: The Art of Buffett w/ Tobias CarlisleBuffett’s strategy through Sun Tzu’s “art of war,” focusing on misunderstood deals and how to avoid “ruin” (risk of permanent loss).31 Oct 2025 · 1 h 31 min · 26 chapters
TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast)Open-source, decentralized AI aimed at protecting user privacy via “verifiable” systems—especially trusted execution environments (secure enclaves)—so users can inspect and mathematically verify what…29 Oct 2025 · 55 min · 18 chapters
RWH062: Bubble Warning w/ Jim GrantJim Grant (Grant’s Interest Rate Observer) discusses signs of a major market top in late-2025 markets, linking euphoria to prior historical bubbles.26 Oct 2025 · 2 h 7 min · 41 chapters
TIP763: Investing Lessons for My 18-Year-Old Self w/ Clay FinckClay Finck’s “letter to his 18-year-old self” distilling investing lessons from 13 years of mistakes, emphasizing long-term investing, process over predictions, and buying “great businesses” with…24 Oct 2025 · 1 h 2 min · 24 chapters
BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)Q3 2025 Bitcoin “mastermind” covering market sentiment, macro/liquidity, whether the four-year cycle is broken, Bitcoin vs gold/hard assets, and US policy—especially a strategic Bitcoin reserve…22 Oct 2025 · 1 h 24 min · 37 chapters
TIP762: 10 Lessons From Investing Legends w/ Kyle GrieveKyle Grieve breaks down “10 lessons from investing legends,” using each investor’s approach to explain how to find opportunity, manage risk, and think rationally over long horizons.19 Oct 2025 · 1 h 1 min · 20 chapters