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
In this episode of The Investors Podcast, Kyle Grieve interviews Jon Cukierwar from SowerPeak Capital Partners about his global investing strategy. Jon discusses his early influences from value investor Bob Robotti, his focus on quality, growth, and value in smaller, often overlooked global stocks, and his preference f...
In this episode of The Investor's Podcast, Clay Finck interviews Tim Koller, lead author of "Valuation, Measuring and Managing the Value of Companies," about business valuation. They discuss how companies create shareholder value by investing capital at rates of return exceeding their cost of capital, common misconcept...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Matthew Pines from the Bitcoin Policy Institute about Bitcoin policy-related issues. They discuss the Genius Act and its implications for stablecoin legislation, a potential Bitcoin Strategic Reserve, and the possibility of a U.S. Sovereign We...
In this episode of The Investor's Podcast, Kyle Grieve analyzes Coca-Cola, focusing on Roberto Goizueta's leadership, Berkshire Hathaway's investment, and the company's competitive advantages. He discusses Goizueta's capital allocation strategies, the importance of economic value added (EVA), and Warren Buffett and Cha...
In this episode of The Investor's Podcast, Kyle Grieve interviews James and Abigail Zimmerman of Lowell Capital about their value investing strategy. The Zimmermans discuss their approach to finding resilient, cash-generating businesses with strong balance sheets, focusing on companies they deeply understand and that a...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Jack Mallers, CEO of Strike and founder of Twenty One, about macroeconomics, Bitcoin's role in the current monetary system, and the specifics of his new company, Twenty One, which aims to provide a publicly traded equity for investing in Bitco...
This episode explores Warren Buffett's legacy and the transition to Greg Abel as CEO of Berkshire Hathaway, highlighting key lessons on investing, business, and life. Against the backdrop of Buffett's extraordinary 60-year tenure, marked by a 19.9% average annual return and a 5,502,284% stock price increase, the discus...
This episode explores Booking Holdings as a high-quality stock idea for Q2 2025, highlighting its surprising position as the world's largest travel company and a recent addition to Clay's portfolio. Against the backdrop of Booking's dominance in Europe and its formidable network effect, the discussion acknowledges comp...
This episode explores the evolving landscape of Bitcoin and its integration with traditional finance, highlighting Michael Saylor's strategic financial engineering with MicroStrategy. Against the backdrop of ongoing fiscal challenges and potential government pivots towards Bitcoin, the discussion analyzes Saylor's inno...
This episode explores reflections on the Berkshire Hathaway Annual Shareholders Meeting in Omaha, focusing on Warren Buffett's announced retirement as CEO and the transition to Greg Abel. Against the backdrop of Buffett's 60th annual meeting, the discussion covers the significance of Buffett stepping down and Abel's fu...
This episode explores the investment strategies of Anthony Bolton, a successful UK-based contrarian investor, focusing on his book "Investing Against the Tide." It begins by outlining Bolton's impressive track record and the core traits he valued in fund managers, such as vision, temperament, and the ability to handle ...
This episode explores Bitcoin's evolving role in Texas, focusing on grid stability, strategic reserves, and adoption progress, alongside Parker Lewis's work with Zaprite in Bitcoin payments. Against the backdrop of Texas's ambition to be the Bitcoin capital, discussions cover legislative efforts to promote grid reliabi...
This episode explores the framework of accumulating and giving away capital, along with life lessons learned, as shared by investor Mohnish Pabrai. The conversation begins with an analogy comparing relationships and friendships to stocks in a portfolio, highlighting the importance of compounding and the challenge of b...
This episode explores the key investing lessons from Alex Morris's new book, "Buffett & Munger Unscripted," which compiles insights from decades of Berkshire Hathaway annual meetings. The podcast host highlights Buffett and Munger's emphasis on value investing, defining it as getting more than you pay for in terms of ...
This episode explores Bitcoin from a financial planning perspective, featuring a conversation between Preston Pysh and financial advisor Jim Crider. Against the backdrop of circulating charts correlating Bitcoin's price with global liquidity, Crider emphasizes the importance of real-world client conversations over onl...
This episode explores the importance of trust in investing, particularly within the context of Berkshire Hathaway's annual shareholder meeting and the long-term investment strategies of Warren Buffett and Charlie Munger. Against this backdrop, the discussion features Chris Bloomstran's insightful analysis of Berkshire...
This episode explores the evolution of Amazon, focusing on the key decisions and strategies employed by Jeff Bezos during its formative years that contributed to its current dominance. Against the backdrop of Bezos' early life experiences, including his grandfather's influence and his time at D.E. Shaw, the podcast ana...
This episode explores the paradoxical implications of nation-state Bitcoin adoption, specifically focusing on the tension between those who view it as a threat to Bitcoin's decentralized nature and those who see it as a Trojan horse for freedom. Against the backdrop of increasing Bitcoin adoption by governments and co...
This episode explores the investment philosophy and strategies of Chris Begg, a hedge fund manager and Columbia Business School professor, against the backdrop of market volatility triggered by new US tariff policies. The conversation delves into Begg's concentrated portfolio approach, focusing on high-quality busines...
This episode explores the concepts of decision-making and behavioral biases, as presented in Annie Duke's book "Thinking in Bets." The podcast uses the framework of poker to illustrate how results don't always reflect the quality of a decision, introducing the concept of "resulting," where outcomes unduly influence ju...
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