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
This episode explores the evolving landscape of Bitcoin policy and regulation in Washington, D.C. Against the backdrop of a recent digital chamber conference, the discussion highlights a surprising shift in the political understanding of Bitcoin, with numerous congress members demonstrating in-depth knowledge and suppo...
This episode explores the key takeaways from Mohnish Pabrai's book, "The Dhandho Investor," focusing on its nine core investing principles. Against this backdrop, the host analyzes Pabrai's approach to value investing, highlighting his preference for existing, simple businesses, particularly those in distressed indust...
This episode explores the business model of serial acquirers, companies that primarily grow through repeated acquisitions. Against the backdrop of conventional wisdom suggesting most acquisitions fail to create shareholder value, the discussion analyzes why successful serial acquirers defy this trend. More significantl...
This episode explores the impact of Trump-era tariffs on global markets, particularly fixed income, equities, and Bitcoin. Against the backdrop of unexpectedly broad tariff implementations, the hosts discuss the market's surprise and subsequent volatility. More significantly, the conversation delves into the potential...
This episode explores the 20 pieces of advice the host, Stig Brodersen, would give his 20-year-old self, reflecting on his life experiences since turning 40. Against the backdrop of his backpacking trip and subsequent academic pursuits, Brodersen emphasizes the importance of expanding one's world through language acqui...
This episode explores the investment strategies surrounding Netflix and Ferrari, featuring Arif Karim, an investment industry veteran with over 25 years of experience. Against the backdrop of Netflix's significant share price volatility (a 75% drop in 2022 followed by a recovery), Karim analyzes the company's competit...
This episode explores MicroStrategy's recent preferred stock issuances (STRK and STRF) and their implications for the company's Bitcoin acquisition strategy. Host Preston Pysh interviews Jesse Myers, CIO of OnRamp, to analyze MicroStrategy's approach. Against the backdrop of a $900 trillion global asset landscape, My...
This episode explores the investment strategies and insights presented in Ed Wachenheim's book, "Common Stocks and Common Sense." The host, Kyle Grieve, analyzes Wachenheim's emphasis on common sense and contrarian thinking in investing, highlighting the book's avoidance of complex financial jargon. Against this backd...
This episode explores the investment strategies and philosophies of François Rochon, a seasoned investor with a remarkable track record. Against the backdrop of a strong 2024 market performance, particularly for large-cap companies, Rochon emphasizes the importance of long-term investing and avoiding market timing. M...
This episode explores the perspectives of traditional financial advisors and Bitcoin investors regarding Bitcoin's role in wealth management and estate planning. Against the backdrop of a recent traditional finance conference, guest Jessy Gilger highlights the significant gap in understanding between these two groups,...
This podcast interviews Harris Kupperman, founder of Praetorian Capital, about his unique investment strategy. The conversation covers his approach of concentrated bets on macro inflections, balancing short-term event-driven trades with long-term core positions, and his focus on absolute rather than relative returns. ...
This podcast reviews Roger Lowenstein's "When Genius Failed," detailing the rise and fall of Long-Term Capital Management (LTCM), a hedge fund that collapsed in 1998. The episode traces LTCM's history, highlighting its use of excessive leverage and complex models, initially yielding astronomical returns but ultimately...
This Bitcoin Fundamentals podcast episode features Preston Pysh and three Mastermind members discussing the unexpected downturn in Bitcoin's price in the first quarter of 2025. The panel analyzes contributing macro factors, including the impact of tariffs and supplemental leverage ratios for banks, and reviews the leg...
This episode of the Richer Wiser Happier podcast interviews Pico Iyer, author of "Aflame: Learning from Silence," to discuss finding peace and happiness amidst life's uncertainties. The conversation explores Iyer's personal journey towards stillness, his experiences at a Benedictine hermitage, and the concept of "inn...
This podcast interviews Cristiano Souza, founder of Zeno Equity Partners, about his successful long-term investment strategy. The conversation covers his experience at Dynamo Cougar Fund (compounding at 24% annually in USD), his current focus on North American and European companies, and the three key factors he seeks...
This Bitcoin Fundamentals podcast episode interviews Daniel Batten, an energy expert and investor, about the intersection of Bitcoin mining and energy solutions. The interview begins with Batten's background and his journey into Bitcoin, focusing on how he discovered the potential of Bitcoin mining to address environm...
This podcast interviews Adam Wilk, founder of Greystone Capital Management, a micro-cap investment fund, about his unique investment strategy. The conversation explores Wilk's background in basketball scouting and how this experience informs his approach to identifying undervalued companies. Key themes include the im...
This Investor's Podcast episode interviews Tae Kim about his book, "The Nvidia Way," exploring the company's unique culture and phenomenal success. The discussion covers Kim's research process, including interviews with Jensen Huang and other key figures, and analyzes Nvidia's strategies for maintaining a strong cultu...
This Bitcoin Fundamentals podcast episode features Preston Pysh interviewing Matthew Mezinskis about global liquidity flows and their impact on Bitcoin. The discussion centers on charts illustrating the decrease in global liquidity since the COVID-era surge and its correlation with Bitcoin's price stagnation. Mezinski...
This podcast episode explores the concepts of "going strong" and "going weak" in life, drawing on the work of David Hawkins and Sogyal Rinpoche. The hosts discuss how to identify and address negative emotional patterns, suggesting techniques like benevolent curiosity and radical acceptance to overcome challenges. The...
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