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
Clay Finck interviews Shawn O'Malley, host of The Intrinsic Value Podcast, about his investment strategies and experiences. Shawn discusses his shift from passive learning to active stock picking, emphasizing the importance of practical experience and concentrated portfolios. He shares insights on finding "100 baggers"...
In this episode of Infinite Tech, Preston Pysh and Seb Bunney explore current tech innovations, including Tesla's FSD 14.2, biological neurons, and Google's Nano Banana Pro image generator. They discuss the implications of AI in autonomous driving, the ethical considerations of AI decision-making, and the energy demand...
In this episode of The Investor's Podcast, Kyle Grieve explores mental models from systems thinking and mathematics to enhance investment strategies. He discusses feedback loops (balancing and reinforcing), kill criteria, the cone of uncertainty, and how scale impacts businesses. Transitioning to mathematics, he explai...
In this episode of The Investor's Podcast, Kyle Grieve discusses the key attributes of companies that consistently outperform the market, drawing insights from the book "The Compounders." He emphasizes the importance of high returns on invested capital (ROIC), sustainable reinvestment rates, and the role of time in cre...
Preston Pysh interviews Natalie Brunell about her new book, "Bitcoin is for Everyone," which aims to simplify the understanding of Bitcoin's role in fixing the financial system. Natalie discusses her personal motivations, influenced by her immigrant family's experiences and the 2008 financial crisis, which led her to s...
In this episode of The Investor's Podcast, Kyle Grieve delves into key investment lessons from "Money Masters Of Our Time" by John Train, highlighting diverse strategies employed by legendary investors. He discusses T. Rowe Price's disciplined growth investing, Warren Buffett's "controlled greed," John Templeton's cont...
In this episode of The Investor's Podcast, Clay Finck interviews Andrew Brenton, CEO and co-founder of Turtle Creek Asset Management, about market inefficiencies, comparing today's market to the 1999 tech bubble, and two of Turtle Creek's holdings, Floor & Decor and Kinsale Capital. Andrew shares his insights on Cliff ...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Luke Gromen about the growing financial stress within the U.S. system. They discuss the Treasury's reliance on short-term funding, signals from the repo market, and the inadequacy of record tax receipts to cover interest and entitlements. They...
In this episode of The Investor's Podcast, Kyle Grieve explores the history and DNA of Home Depot, drawing heavily from the book "Built From Scratch" by founders Bernie Marcus and Arthur Blank. The episode details the founders' early lives, their initial setbacks, and the key decisions and principles that shaped Home D...
In this episode of The Investor's Podcast, Clay Finck presents a "Best Quality Idea" analysis of Interactive Brokers (IBKR), a global online brokerage firm. Finck shares his personal experience as a customer, highlighting IBKR's access to international markets and low costs. The episode covers IBKR's business model, it...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Charles Edwards about quantum computing and its implications for Bitcoin security and other industries. They discuss the differences between physical and logical qubits, the potential timeline for quantum computers to break Bitcoin's encryptio...
In this episode of The Investor's Podcast, Stig Brodersen, Hari Ramachandra, and Tobias Carlisle engage in a mastermind discussion, pitching and analyzing different investment opportunities. Hari presents Sanofi, highlighting its undervaluation and strong position in immunology and vaccines. Stig discusses Remitly, a f...
In this episode of The Investor's Podcast, Clay Finck discusses the concept of "Intelligent Fanatics," individuals who build resilient businesses with long-term vision, strong cultures, and unconventional thinking. Drawing from the book "Intelligent Fanatics" by Ian Castle and Sean Idings, Finck explores the attributes...
In this episode of Infinite Tech, Preston Pysh and Seb Bunney delve into David Sinclair's book "Lifespan," exploring the science of longevity and health technology. They discuss Ray Kurzweil's prediction of achieving longevity escape velocity by 2032 and unpack Sinclair's core thesis that aging is a disease caused by i...
In this episode of The Investor's Podcast, Kyle Grieve explores the intersection of philosophy and investing, drawing insights from Ethan Everett's book, "The Investment Philosophers." He discusses how philosophical concepts from thinkers like Spinoza, Nietzsche, Hume, Voltaire, Pascal, William James, Camus, Buber, and...
In this episode of The Investor's Podcast, Stig Brodersen interviews Tobias Carlisle, founder of Acquirers Funds, about his new book, "Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking." They discuss Buffett's investment strategies through the lens of Sun Tzu's "Art of War," analyzing deal...
Preston Pysh interviews Mark Suman, founder of Maple AI, about decentralized AI and data privacy. Suman discusses his background in privacy at Apple and the importance of verifiable AI, where users can inspect and verify the code and data used in AI models. He highlights the potential threats of proprietary AI systems,...
In this episode of the Richer Wiser Happier Podcast, William Green interviews Jim Grant, founder and editor of Grant's Interest Rate Observer, about the current financial landscape. Grant expresses caution regarding market euphoria, speculative behavior, and potential warning signs of a major market top, drawing parall...
In this episode of The Investor's Podcast, Clay Finck shares twelve key investing lessons he wishes he knew when he was eighteen. These lessons include the importance of starting early, understanding that it is possible to beat the market but indexing is a good starting point, patience, focusing on great businesses, ac...
In this quarterly mastermind discussion, Preston Pysh, Jeff Ross, American HODL, and Joe Carlasare delve into the current sentiment surrounding Bitcoin, macro trends, market structure, and policy moves. The panel expresses frustration with Bitcoin's sideways movement and shattered expectations, while also exploring the...
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