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
Nintendo's 137-year journey from a playing card company to a global gaming giant is examined, highlighting its reinvention and expansion into movies, theme parks, and mobile apps. The company navigated industry booms and busts, including the 1983 crash and the Wii U flop, by focusing on family-friendly entertainment an...
John Malone's strategies as a capital allocator are examined, focusing on his ability to generate shareholder value through complex deals. Malone's "what-if-not" strategy, which emphasizes downside risk analysis, is explored, alongside his intelligent use of debt and tax avoidance techniques. The episode highlights Mal...
This podcast episode explores the concept of maximizing life experiences and challenges traditional views on wealth accumulation. It begins with Bill Perkins' "Die With Zero" philosophy, advocating for spending money to create memorable experiences rather than maximizing wealth until death. The podcast uses the story o...
The podcast centers on investment strategies, with Stig Brodersen, Tobias Carlisle, and Hari Ramachandra pitching and analyzing stock picks. Stig presents Berkshire Hathaway, focusing on its transition to Greg Abel's leadership and debating the fairness of Abel's compensation relative to Buffett's legacy and other CEOs...
John Maynard Keynes' evolution as an investor, from speculator to value-oriented, is examined, highlighting lessons applicable to modern investors. Initially relying on macroeconomic insights, Keynes faced financial ruin twice due to overconfidence and mistiming. A turning point came with Edgar Lawrence Smith's work on...
The podcast reflects on essential investment truths gleaned from interviews with Howard Marks and Nima Shayegh. It emphasizes the importance of humility, recognizing uncertainty, and understanding one's risk tolerance in investing. Marks's insights on AI caution against assuming today's leaders will remain tomorrow's, ...
This podcast analyzes Daniel Kahneman's "Thinking Fast & Slow," applying its principles to investment strategies. It highlights the conflict between System 1 (fast, intuitive thinking) and System 2 (slow, analytical thinking) and how cognitive biases like loss aversion, overconfidence, and anchoring affect investment d...
The podcast explores the rapid advancements in AI, particularly the shift towards self-sovereign, user-controlled AI exemplified by projects like OpenClaw. It highlights the foundational ideas necessary to understand this shift, including the nature of Large Language Models (LLMs) as a new way of computing, the importa...
The podcast episode explores investment strategies through historical anecdotes, emphasizing the importance of critical thinking and long-term patience. It examines correlation bias using the example of Cristiano Ronaldo and Coca-Cola, and highlights masterly inactivity with stories of Quintus Fabius and Muhammad Ali. ...
This podcast episode analyzes Visa, focusing on its business model, competitive advantages, and valuation. It highlights Visa's beginnings in 1958 and its growth into a dominant payment network processing over $16 trillion annually. The discussion emphasizes Visa's role as an information network that avoids card issuan...
The podcast explores the connection between Bitcoin and physics, proposing that Bitcoin blocks may represent quantized time. The discussion challenges continuous time assumptions prevalent in physics, suggesting Bitcoin's discrete nature could mitigate quantum computing threats. The speakers discuss the potential bridg...
Thomas Borja Mueller, Global Co-Head of Real Estate at BlackRock, joins the podcast to discuss his career, investment strategies, and personal philosophies. He details his demanding daily routine, which involves extensive travel and managing a $25 billion portfolio. Thomas emphasizes the importance of in-person meeting...
This episode tells the story of Uber's rise, drawing insights from Brad Stone's book, "The Upstarts." It begins with Garrett Camp's frustration with San Francisco's taxi industry, which led to the initial idea of an on-demand car service via a mobile app. Travis Kalanick then joined Camp, and they decided to make the a...
The podcast explores the rapidly evolving landscape of open-source AI agents, particularly focusing on the Clawdbot project and its implications. The discussion highlights the shift from AI as a contained ChatGPT experience to AI with the ability to enact real-world side effects. The guests share their experiences of r...
The podcast explores the benefits of index fund investing, particularly for those lacking the time or temperament for active stock picking. It highlights Warren Buffett's endorsement of indexing and its potential to provide consistent, long-term returns. The discussion emphasizes that a small percentage of superstar co...
The podcast challenges traditional wealth measurements, asserting that real wealth extends beyond finances to encompass time, social connections, mental well-being, and physical health. It emphasizes that financial wealth is only one aspect and intentionally places it last among the five types. The host shares personal...
The podcast explores the rapid advancements in AI and their potential societal and economic impacts. It highlights how AI tools like Claude Co-Work are enabling the creation of functional apps in minutes, leading to the potential annihilation of SaaS business models. The conversation touches on the evolving role of AI ...
Brad Stulberg, author of "The Way of Excellence," explores the pursuit of genuine excellence as a philosophy for a rich and meaningful life, drawing heavily on the ideas of Robert Pirsig. Stulberg defines excellence as involved engagement with something worthwhile that aligns with one's values, emphasizing the importan...
The podcast explores Peter Thiel's book "Zero to One," focusing on innovation, monopolies, and building enduring businesses. Thiel challenges the notion that progress comes from replicating existing models, arguing instead for creating entirely new entities, or "going from zero to one." The discussion emphasizes the im...
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