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 podcast episode, Stig Brodersen from The Investor's Podcast shares a decade’s worth of invaluable investment insights, highlighting his evolution from a novice investor to a strategic thinker. He outlines ten essential lessons that stress the importance of aligning investment strategies with personal goals, und...
In this podcast episode, Professor Hendrik Bessembinder shares compelling insights from his research on stock market performance. He reveals that a mere 4% of companies have generated all net shareholder returns since 1926. Bessembinder discusses the negative average returns of individual stocks, the skewness of return...
In this podcast episode, we explore the evolution of mining protocols, spotlighting the Stratum protocols and the newly developed Datum Protocol, which offers a decentralized and efficient option for miners. Jason Hughes shares his journey and illustrates how Datum empowers miners to create custom block templates while...
In this podcast episode, hosts Kyle and Clay explore the transformative ideas from Gautam Babe's book, "The Joys of Compounding." They share insightful lessons that go beyond investing, touching on personal growth and relationships. Key themes include the importance of lifelong learning, humility in understanding your ...
In this podcast episode, the hosts explore the key ideas from Howard Marks' "The Most Important Thing." They discuss the importance of understanding risk, the effects of market cycles and investor psychology, and the value of being patient and opportunistic in investing. The episode contrasts first-level and second-lev...
This podcast episode delves into the current landscape of Bitcoin trading and custody, highlighting the implications of options trading for institutional adoption, the tension between self-custody and institutional custody, and the evolving regulatory environment shaped by factors such as SAB 121 and the rise of stable...
This podcast episode features Nick and Zak, the founders of Nomad Investment Partnership, discussing their impressive investment strategy that has yielded a 20.8% annual return over more than a decade, as detailed in their book, "Nick and Zak's Adventures in Capitalism." They explore concepts like the "Cone of Uncertai...
This podcast episode features Ted Seides discussing the transformative journey and robust growth of private equity, revealing its impressive compounded annual return of 14.6% as compared to the S&P 500's 9.8%. Seides elaborates on how private equity, often seen as a "superior form of capitalism," utilizes operational c...
This podcast episode delves into the nuances of eCash and its relationship with Bitcoin, challenging conventional scaling notions while presenting innovative solutions to enhance user privacy and transaction efficiency. Calle explains the minimal scalability of custodial services, the utility of eCash in real-world app...
This podcast episode delves into the foundational investment principles of Warren Buffett, examining his early strategies, distinctive approaches to market behavior, and lessons gleaned from his experiences, ultimately advocating for a long-term perspective and disciplined decision-making in investing. By emphasizing c...
This podcast episode features Richard Lawrence, an accomplished value investor and founder of Overlook Investments, who shares his remarkable journey through Asia's evolving markets. With a consistent annual capital compounding of 14.3% over three decades, he highlights the significance of understanding simple business...
This podcast episode examines the complex dynamics of global base money, revealing its staggering total of approximately $26 trillion and how Bitcoin's market cap is rising into significant influence within this landscape. The discussion highlights the inaccuracies of monetary base data, the implications of a rapidly e...
This podcast episode highlights the current investment landscape, focusing primarily on Virtu Financial and its performance as a major market maker, while also examining the challenges of identifying undervalued stocks in a challenging market environment. Toby maintains a bullish outlook on Virtu despite its cyclical n...
This podcast episode provides an in-depth look at Hermes, the luxury brand celebrated for its exceptional craftsmanship and rich heritage, as host Clay Fink converses with investor Shree Viswanathan. They dissect critical aspects of Hermes including its successful defense against a takeover attempt by LVMH's Bernard Ar...
This podcast episode delves into the intersections of real estate and Bitcoin, highlighting how inflation impacts both sectors and presenting Bitcoin as a superior store of value due to its liquidity, scarcity, and potential for high returns. The discussion emphasizes the rising costs associated with real estate, the n...
This podcast episode delves into Peter Lynch's investment philosophies as outlined in his book "One Up on Wall Street," emphasizing the power of simplicity and informed decision-making in investing. Lynch encourages individual investors to leverage their unique experiences and insights to discover overlooked opportunit...
This podcast episode emphasizes the vital role storytelling plays in investing, revealing that compelling narratives can significantly influence investment decisions over hard facts and figures. Finck discusses several lessons drawn from Morgan Housel's work, from the impact of optimism versus pessimism in making inves...
This podcast episode delves into the transformative potential of peer-to-peer Bitcoin lending, emphasizing its risk mitigation advantages over traditional banking systems through mechanisms like over-collateralization and 24/7 markets. Experts highlight the growing institutional interest in Bitcoin-backed loans and mor...
This podcast episode delves into the remarkable journey of the Tampa Fire and Police Pension Fund under the stewardship of Jay and Harold J. Bowen, showcasing the power of long-term investment strategies, low fees, and high-quality businesses, while addressing the perverse incentives of the investment industry. It emph...
This podcast episode provides an in-depth exploration of the essential elements in building an investment checklist, drawing insights from Michael Shearn's book, which equips investors with critical criteria for comprehensive business analysis. The host, Clay Finck, guides listeners through the art of understanding a c...
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