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 Bitcoin Fundamentals Podcast, Preston Pysh interviews Tuur Demeester about his new report, "How to Position Yourself for the Bitcoin Boom in 2025." They discuss the current Bitcoin cycle, noting the absence of a speculative mania and the increasing institutional involvement. They analyze whale be...
In this episode of The Investor's Podcast, Kyle Grieve explores mental models from physics, chemistry, and biology to enhance investment strategies. He discusses relativity, inertia, and momentum from physics, illustrating how different perspectives and the tendency of things to stay in motion or at rest can impact inv...
In this episode of The Investor's Podcast, Kyle Grieve explores the unique culture of Netflix as detailed in the book "No Rules Rules" by Reed Hastings and Erin Meyer. The episode emphasizes how Netflix's culture, built on talent density, candor, and reduced controls, has driven its success, contrasting it with Blockbu...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Rod Roudi, founder of Bitcoin Park, discussing a range of topics including the convergence of energy, AI, and Bitcoin in Tennessee, the cultural clash between legacy Bitcoiners and institutions, and the current market cycle. They delve into th...
In this episode of The Investor's Podcast, Kyle Grieve discusses the investing strategy of John Neff, a value investing legend known for outperforming the S&P 500 by focusing on low price-to-earnings ratios. Grieve outlines Neff's seven primary investment principles, including fundamental growth, yield protection, and ...
In this episode of The Investor's Podcast, Clay Finck discusses ASML, a European company that is the sole manufacturer of extreme ultraviolet lithography machines used to produce advanced semiconductor chips. The episode explores ASML's origins as a spinoff from Philips, its rise to a monopoly, the key figures like Mar...
This Bitcoin Fundamentals podcast episode features a panel discussion from the Bitcoin Honey Badger Conference, exploring whether the increasing institutional interest in Bitcoin represents a positive tipping point or a potential "Trojan horse" that could compromise the protocol. The panelists discuss the implications ...
In this episode of the Richer Wiser Happier Podcast, William Green interviews Robert Hagstrom, Chief Investment Officer at Equity Compass, about investment strategies inspired by Warren Buffett, Charlie Munger, and Bill Miller. Hagstrom discusses his multidisciplinary approach to investing, drawing on insights from var...
In this episode of The Investor's Podcast, Clay Finck analyzes Amazon as a potential investment opportunity, arguing that despite its massive size, Big Tech companies like Amazon are systemically undervalued due to factors like regulatory constraints on investment managers, industry incentives, limited growth investmen...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Jon Melton, a finance expert with experience in currency markets and the Bitcoin space. Melton discusses his transition from Morgan Stanley to Bitcoin, influenced by Wenceslas Casares, and his time at Silvergate Bank, highlighting its role in ...
In this episode of The Investor's Podcast, Kyle Grieve discusses Patrick Wierichs' book "Investing in Hidden Monopolies," which focuses on customer loyalty as a superior and often overlooked competitive advantage. Grieve contrasts this approach with traditional competitive analysis, using Nokia's decline despite its in...
In this episode of The Investor's Podcast, Clay Finck explores the concept of index funds and passive investing, particularly championing the philosophy of John Bogle, the founder of Vanguard. Finck discusses Bogle's advocacy for low-cost, long-term investing in broad market index funds as a strategy to outperform acti...
Preston Pysh hosts Becca Rubenfeld and Rob Hamilton to discuss institutional custody of Bitcoin and the business of insurance, focusing on AnchorWatch's approach to securing Bitcoin with multisig technology and insurance policies underwritten by Lloyd's of London. They explore how insurance can compete with borrowing a...
In this episode of The Investor's Podcast, Stig Brodersen and David Fagan explore the intersection of business ownership and public market investing, discussing how operating a company influences perspectives on portfolio concentration, risk, dividends, and management quality. They delve into the advantages and disadva...
In this episode of The Investor's Podcast, Clay Finck interviews Shawn O'Malley, host of The Intrinsic Value Podcast, about their stock selection process and recent additions of Reddit and Uber to their intrinsic value portfolio. Shawn discusses the intensive research involved in analyzing companies, the unique adverti...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh, along with guests Andrew Webley and Jesse Myers, explores the rise of Bitcoin Treasury companies, focusing on Smarter Web, a UK-based firm adopting a Bitcoin-native balance sheet. The discussion covers Smarter Web's rapid growth, the application of valu...
In this episode of The Investor's Podcast, Kyle Grieve discusses mental models and their application in investing and life, drawing heavily from "The Great Mental Models Volume 1" by Farnham Street. He emphasizes the importance of clear thinking and avoiding blind spots, detailing several mental models including "The M...
In this episode of The Investor's Podcast, Kyle Grieve delves into Charlie Munger's "Psychology of Human Misjudgment," dissecting 25 cognitive biases that lead to poor decision-making in investing and life. He explores how incentives, affection, and the need for certainty can cloud judgment, and emphasizes the importan...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh hosts a mastermind discussion with Jeff Ross, HODL, and Joe Carlasare, diving into the current state of the Bitcoin market and its future. The panel analyzes macro forces driving Bitcoin's price, including global liquidity, the economy, and potential lev...
In this episode of the Richer, Wiser, Happier podcast, host William Green answers questions submitted by listeners on a range of topics, including his best life decisions, the common threads among successful investors, how to handle negative emotions, and how to apply principles from his book in today's world. He share...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
