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 podcast episode explores the unique dynamics of the luxury sector, discussing topics such as the definition of luxury, the strategies employed by luxury brands, pricing strategies, challenges in the online market, and the analysis of luxury company valuations. The episode emphasizes the singularity and exclusivity...
This podcast episode features Kenny Florian, a former UFC fighter and host of BattleBots, as he discusses his journey in mixed martial arts (MMA) and his interest in Bitcoin. The conversation explores Florian's unique mindset, shaped by his background and non-traditional path in fighting, and highlights the intersectio...
This podcast episode explores the importance of addressing climate change and transitioning towards a low-carbon future. It discusses the economic challenges and opportunities presented by this transition, as well as the shift in people's perception of climate change from a future problem to a present reality. The sect...
This podcast episode explores the inspiring story of Howard Schultz, the founder of Starbucks, and his journey to create one of the world's most successful coffee chains. From his humble beginnings in a working-class family, Schultz's strong work ethic and determination led him to bring together high-quality coffee, ed...
This podcast episode explores the speaker's personal journey with Bitcoin, beginning with their introduction to Coinbase and later delving deeper into the world of cryptocurrencies. The speaker's move to Belgrade during the COVID-19 pandemic prompts them to question the global financial system and leads to their growin...
This podcast episode explores the application of mental models in investing, emphasizing the importance of accurate business descriptions and the use of narratives and statistics. It discusses the power of narratives in shaping investor perception and decision-making processes, as well as the value of contrarianism and...
This podcast episode explores the concept of mental models and their importance in investing, drawing inspiration from Charlie Munger. The book "Investing The Last Liberal Art" is discussed, emphasizing the value of broadening one's knowledge by understanding different disciplines and employing metaphors as mental mode...
This podcast episode explores the life and work of Claude Shannon, a renowned figure in information theory, highlighting his groundbreaking contributions and their relevance to Bitcoin. The episode emphasizes the lack of comprehensive biographical works about Shannon and discusses his personal communication struggles a...
This podcast episode features an interview with Bob Robotti, a renowned value investor, who discusses the dramatic changes in the market, the importance of recognizing new risks and opportunities, and the potential in undervalued sectors. The podcast also includes discussions on the speaker's educational journey and th...
This podcast episode explores the Ten Commandments of Business Failure, as outlined by Don Keough in his book. It emphasizes the dangers of complacency and the importance of embracing change, trust, and ethics in business. The conversation also highlights the significance of keeping promises, autonomy in decision-makin...
This podcast episode features an interview with Alex Busarov, the founder of Heatbit, a device that combines Bitcoin mining with home heating and air purification. The conversation explores the challenges faced in creating Heatbit, the benefits of using mining for heat, the challenges in the hardware aspect of Bitcoin ...
This podcast episode explores the recent increase in the gold price and the buying trend of central banks. It discusses the reasons behind the shift in central banks' focus from U.S. treasuries to gold, highlighting the strategic considerations, the strength of the dollar, and the introduction of initiatives like the B...
This podcast episode explores Jeff Bezos' shareholder letters and his exceptional capital allocation decisions. It highlights Amazon.com's focus on customer-centricity, market leadership, and long-term profitability. Bezos emphasizes the importance of delivering value to customers, maximizing free cash flow, and mainta...
This podcast episode explores the history of fiat food policies and their impact on health, emphasizing the link between food, nutrition, and inflation. The conversation discusses the significant influence of nutritionist Ancel Keys, the manipulation of data in observational studies, and the revelation of a study contr...
This podcast episode explores Li Lu's incredible journey from surviving a catastrophic earthquake in China to becoming a billionaire value investor and the founder of Himalaya Capital. Li Lu's close friendship with Charlie Munger and Mohnish Pabrai, his investment approach, and his emphasis on consuming accurate and co...
This podcast episode covers various topics including the implications of political parties embracing cryptocurrency, the performance of Bitcoin and the general markets, the importance of ETFs, Washington's shift in attitude towards crypto assets, the potential for banks to participate in the crypto game, the need for a...
This podcast episode explores Warren Buffett's investment philosophy, highlighting his early mistakes and the lessons he learned from them. It discusses the importance of patience, the concept of float as leverage, and the shift from value investing to modern portfolio theory. The episode also explores the influences t...
This podcast episode features a conversation with John Huber, who discusses fundamental value investing principles and the importance of giving back. He highlights the need to think of oneself as an owner when investing and fully understand the businesses being invested in. The concept of base hit investing and the thr...
This podcast episode explores the current economic landscape and its potential ramifications. Topics discussed include the Fed-Treasury cap on the US dollar, potential changes in housing inflation, the backlog in transmission interconnections, and the problem of global central banks not buying enough treasuries. The se...
This podcast episode features Christopher Tsai, the President and Chief Investment Officer of Tsai Capital. He shares his bullish perspective on Tesla and explains what investors have misunderstood about the company and its CEO Elon Musk. Tsai emphasizes the underestimation of the impact of disruptive technologies and ...
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