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 interviews Kris Sidial about tail risk hedging strategies, focusing on how to protect investment portfolios from extreme market downturns. The discussion covers defining tail risk hedging, the use of derivatives (options) for hedging, the role of the VIX volatility index, and examples of historica...
This Bitcoin Fundamentals podcast interviews Paolo Ardoino, Tether's CEO, focusing on Tether's financial performance, competitive advantages, and broader strategic vision. The discussion covers Tether's $13.7 billion profit in 2022, its over-collateralization strategy, and its competitive moat against potential entran...
This podcast episode explores the evolution of understanding risk in investing, tracing it from ancient gambling to modern financial theories. The host, Kyle Grieve, reviews Peter Bernstein's "Against the Gods," covering key figures like Fibonacci, Pascal, Fermat, and Bernoulli, and their contributions to probability ...
This episode of The Investor's Podcast interviews Lyn Alden about fiscal dominance, a macroeconomic theme impacting financial markets. The discussion covers the concept of fiscal dominance, contrasting it with monetary dominance, and explains why the S&P 500 remains high despite higher interest rates. Alden suggests ...
This Bitcoin Fundamentals podcast episode features host Joe Burnett interviewing Preston Pysh, who presents five curated clips from various Bitcoin experts. The clips cover topics such as Michael Saylor's energy-efficient state analogy for Bitcoin, Trace Mayer's perspective on Bitcoin's impact on the economics of viol...
This podcast interviews Jason Donville and Jesse Gamble of Donville Kent Asset Management, a firm with a proven track record of outperforming the S&P 500 since 2008. The discussion covers their evolving investment process, focusing on metrics like the rule of 40 to identify undervalued growth stocks, their approach to...
This podcast episode presents a detailed analysis of AppFolio, a high-growth property management software company, as the hosts' top stock pick for Q1 2025. The discussion covers AppFolio's business model, its customer base (property managers, owners, investors, vendors, and residents), its use of AI to improve effici...
This Bitcoin Fundamentals podcast episode interviews CJ Konstantinos, founder of People's Reserve, about his company's innovative loan products. The discussion covers Konstantinos's Bitcoin journey, emphasizing the importance of understanding the protocol's mechanics like halving and difficulty adjustments. People's ...
This podcast interviews Terry Smith, a legendary British investor, about his life and investment philosophy. The conversation begins with his humble beginnings in poverty-stricken East London and traces his journey to becoming a billionaire fund manager. Smith details his investment strategy, emphasizing a focus on h...
This podcast interviews Lawrence Cunningham, an expert in corporate governance, about the value of trust-based cultures in organizations, particularly as exemplified by Warren Buffett's Berkshire Hathaway. The discussion covers Buffett's advice on board leadership (hire a trustworthy CEO and stay out of their way), th...
This Bitcoin Fundamentals podcast episode features Preston Pysh interviewing Luke Gromen about Tether's announcement to issue its USDT stablecoin over the Bitcoin Lightning Network via the Taproot Asset Protocol. The discussion begins with an explanation of the Lightning Network's layered structure and its function as...
This panel discussion-style podcast features three investment professionals—Stig Brodersen, Tobias Carlisle, and Shawn O’Malley—analyzing individual stocks. The episode begins with Brodersen announcing his updated, publicly available portfolio and track record, then proceeds to each panelist pitching a stock: Carlisle...
This book review podcast episode focuses on Lulu Chen's "Influence Empire," a deep dive into the history and business strategies of Tencent, a major Chinese tech company. The host structures the review around key stages of Tencent's development, from its copycat beginnings to its dominance in gaming, social media (WeC...
This Bitcoin Fundamentals podcast features an interview with Lawrence Lepard, author of a new book on macroeconomics and Bitcoin. The conversation begins with Preston Pysh praising the book's clear structure and accessible explanation of complex economic concepts, particularly its focus on explaining the problem of in...
This monologue podcast episode focuses on the investment strategy of "scuttlebutt," a method of gathering information by directly interacting with individuals connected to a company. The host, Kyle Grieve, explains the technique, detailing how to gather information from customers, employees, suppliers, and industry s...
This book review podcast episode focuses on Sebastian Mallaby's "The Power Law," exploring the venture capital industry's history and strategies. The host discusses the book's central theme: the power law's impact on VC returns, highlighting how a few successful investments significantly outweigh numerous failures. K...
This Bitcoin Fundamentals podcast episode features an interview with Adam Haynes of SimpleMining.io, focusing on Bitcoin mining basics. The conversation begins by explaining Bitcoin mining as the process of verifying transactions and adding them to the blockchain, emphasizing its role in decentralized consensus and pr...
This interview podcast features Kyle Grieve interviewing Andrew Martin, a fund manager with a PhD in astrophysics, about his investment strategies. The conversation covers Martin's impressive investment track record (38% annual return since 2019), his use of physical cues to identify investment opportunities, and his ...
This monologue podcast delves into the life and business strategies of Sol Price, the founder of FedMart and Price Club, and his significant influence on Costco. The episode traces Price's journey from lawyer to retail revolutionary, highlighting key elements of his success: low margins, high employee wages, and a foc...
This interview podcast focuses on MicroStrategy's Bitcoin strategy and its implications for investors. The hosts discuss MicroStrategy's massive $42 billion capital plan to acquire more Bitcoin through equity issuance and convertible debt, analyzing the impact on the company's leverage ratio and Bitcoin yield (both en...
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