The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network cover art
Podcast · 167 episodes

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network, page 6

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 6

TIP761: Tesla Stock Deep Dive w/ Clay FinckA deep dive on Tesla’s stock and business evolution, framed as disruptive innovation and “sustainable abundance” (AI/automation beyond cars), plus key risks like slowing growth and EV price…17 Oct 2025 · 1 h 3 min · 21 chapters
TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast)How technology “rewires” health, attention, privacy, and circadian rhythms; the need for intentional use rather than blind reliance on platforms and devices.15 Oct 2025 · 55 min · 22 chapters
TIP760: Dollar Dominance Decline w/ Lyn AldenLyn Alden and Stig Brodersen discuss whether US dollar dominance has peaked and is shifting toward a more multipolar, “tripolar” currency system, plus implications for investors: fiscal deficits, Fed…12 Oct 2025 · 1 h 19 min · 27 chapters
TIP759: The Art of Spending Money w/ Morgan HouselMorgan Housel returns to discuss his book The Art of Spending Money—how money affects happiness, why status chasing backfires, and how to spend based on personal psychology rather than generic rules…10 Oct 2025 · 1 h 8 min · 28 chapters
TECH004: Sam Altman & the Rise of OpenAI w/ Seb BunneyDiscussion of Karen Howe’s Empire of AI (Dreams and Nightmares in Sam Altman’s OpenAI), tracing Sam Altman’s rise and OpenAI’s shift from nonprofit/open-source ideals to a Microsoft-backed,…8 Oct 2025 · 1 h 6 min · 26 chapters
RWH061: How To Thrive No Matter What w/ Arnold Van Den BergArnold Van den Berg explains how “one-pointedness” (extreme focus) and related practices (breath control, flow states, hypnosis/deep absorption) can change performance and well-being in investing,…5 Oct 2025 · 2 h 20 min · 45 chapters
TIP758: Current Market Conditions & Investment Opportunities w/ Derek PileckiDerek Pilecki (Gator Capital Management portfolio manager) discusses current financial-market conditions and where he sees investment opportunities, including regional banks, fintech/payments,…3 Oct 2025 · 1 h 2 min · 24 chapters
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)Discussion of Elon Musk/Tesla’s shift from training compute (Dojo) toward inference for real-time AI robotics; economics and rollout of Tesla RoboTaxi and RoboTruck; broader “costs trend toward zero”…1 Oct 2025 · 56 min · 26 chapters
TIP757: Richer, Wiser, Happier Q3 2025 w/ Stig Brodersen & William GreenThe episode argues against “universal truths” about how to live well or invest, using philosophy and cross-cultural examples to show that what feels obvious is often just habit and bias.28 Sep 2025 · 2 h 8 min · 42 chapters
TIP756: The Rise and Fall of Julian Robertson’s Tiger Fund w/ Kyle GrieveJulian Robertson’s Tiger Fund—how he built an information network, exploited mispricings, and used a value-plus-narrative mindset; plus the fund’s collapse around the tech/dot-com era and key lessons…26 Sep 2025 · 1 h 2 min · 29 chapters
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen WittReview of Stephen Witt’s The Thinking Machine, focused on how NVIDIA evolved from early parallel-processing graphics for gaming into the core infrastructure of the AI boom.24 Sep 2025 · 1 h 8 min · 31 chapters
TIP755: My Process for Finding Great Investments w/ Kyle GrieveKyle Grieve explains his repeatable investment process and philosophy for compounding capital, including early mistakes, goal-setting (doubling every 5 years), ignoring benchmarks, thinking like a…21 Sep 2025 · 1 h 4 min · 29 chapters
TIP754: Rule Breaker Investing w/ David GardnerDavid Gardner discusses his book Rule Breaker Investing and a contrarian framework for finding “rule-breaker” stocks—companies that look overvalued but have exceptional fundamentals—and for holding…19 Sep 2025 · 1 h 32 min · 31 chapters
TECH001: AI for Activists w/ Justin Moon and Shroominic (Tech Podcast)AI for activists and “freedom tech,” focusing on privacy/human-rights implications, how AI changes software creation (vibe coding, agents), and decentralized/low-connectivity communication (BitChat,…17 Sep 2025 · 50 min · 17 chapters
TIP753: The Relentless Vision That Made McDonald’s a Global Giant w/ Kyle GrieveRay Kroc’s “relentless vision” for McDonald’s—how he engineered the franchise model and operational systems (consistency, uniformity, assembly-line workflow, quality control, and brand integrity)…14 Sep 2025 · 1 h 5 min · 26 chapters
TIP752: Financial Statements Explained Simply w/ Brian FeroldiHow to read and use financial statements to evaluate businesses, including GAAP vs non-GAAP, double-entry bookkeeping, intangible assets, capital allocation, valuation pitfalls (especially PE for…12 Sep 2025 · 1 h 1 min · 24 chapters
BTC251 : Tech Abundance w/ Jeff BoothJeff Booth discusses “tech abundance” as a monetary revolution: if technology advances while Bitcoin stays decentralized and secure, the free market becomes a global “pre-market” where prices fall in…10 Sep 2025 · 47 min · 21 chapters
TIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body WorksQuarterly Mastermind “bull vs bear” pitches on Uber, Bath & Body Works, and Merck (TIP751 Q3 2025).7 Sep 2025 · 1 h 34 min · 33 chapters
TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya PernasHow Deiya Pernas (Pernas Research) generates “alpha” via predicting businesses’ future state, managing portfolio risk like poker bankroll management, and focusing on tailwinds (especially digital…5 Sep 2025 · 56 min · 23 chapters
BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)Tuur Demeester and Preston Pysh discuss whether the current Bitcoin cycle still has “institutional bull” characteristics, how to position for a 2025 Bitcoin boom, and major risks (especially…3 Sep 2025 · 52 min · 16 chapters
TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle GrieveThe episode teaches “mental models” from physics, chemistry, and biology that Kyle Grieve says can help investors evaluate businesses more rationally—especially by understanding perspective…31 Aug 2025 · 1 h 3 min · 23 chapters
TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle GrieveNetflix’s “No Rules Rules” culture—fewer rules, greater results—explained through Netflix’s three principles: talent density, candor, and control reduction (freedom and responsibility).29 Aug 2025 · 1 h 3 min · 25 chapters
BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)Rod Roudi discusses Bitcoin’s “convergence” with AI and energy, plus how Bitcoin Park is building physical community hubs and hosting major events.27 Aug 2025 · 54 min · 22 chapters
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle GrieveJohn Neff, manager of the Windsor Fund (1964–1995), and his low P/E value approach that outperformed the S&P 500 by about 3% annually for nearly three decades.24 Aug 2025 · 1 h 3 min · 24 chapters