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 Investor's Podcast, Clay Finck discusses Heico, an aerospace company that has delivered exceptional returns for shareholders. The Mendelson family took control in 1990 and have since turned the company into a $38 billion aerospace leader. Finck highlights Heico's competitive advantages, including...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh hosts a debate between Jim Chanos, a legendary short seller, and Pierre Rochard, a Bitcoin OG, about Bitcoin treasury companies and the premiums they should fetch in the market. The discussion centers on MicroStrategy (MSTR) and whether its stock price s...
In this episode of The Investor's Podcast, Kyle Grieve analyzes Seth Klarman's book "Margin of Safety," emphasizing its timeless value investing principles. He contrasts speculation with investing, highlighting Wall Street's structural flaws and the fund management business's misaligned incentives. Grieve explores Klar...
In this episode of The Investor's Podcast, Clay Finck shares key insights from Lee Freeman-Shor's "The Art of Execution," emphasizing that successful investing hinges more on how decisions are executed after buying a stock than on the initial stock selection. Finck outlines different investor "tribes" based on their ha...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews NVK, the founder of Coinkite, about the evolving state of Bitcoin. They discuss the long-term viability of miner fees, the debate between Bitcoin Core and Bitcoin Nots, and the implications of mempool filtering. They also explore the potential...
In this episode of The Investor's Podcast, Stig Brodersen interviews Guy Spier, founder of the Acronym Fund, about his investment in The Economist Group and his broader perspectives on investing and life. Spier discusses the importance of investing in high-quality businesses with longevity, like The Economist and LVMH,...
In this episode of The Investor's Podcast, host Clay Finck shares his personal investment approach, which has evolved significantly since joining the network in 2021. Influenced by investors like Charlie Munger, Nick Sleep, and Chris Mayer, Finck focuses on long-term compounding in high-quality equities and Bitcoin, ai...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews James Check, a Bitcoin on-chain analyst, about various topics, including the shift from spot to leverage-driven markets, Bitcoin treasury securitization, and the role of KYC and mining incentives in network security. James shares his lessons f...
In this episode of The Investor's Podcast, Kyle Grieve analyzes Roger Lowenstein's biography, "Buffett, The Making of an American Capitalist," exploring Warren Buffett's life, investment strategies, and personal qualities. The episode covers Buffett's early entrepreneurial ventures, the influence of his father and Benj...
In this episode of The Investor's Podcast, Kyle Grieve interviews Ian Cassel about the differentiating factors between good, great, and GOAT (Greatest Of All Time) investors. Ian shares insights derived from studying great leaders, business builders, and parallels from sports like golf and jiu-jitsu. The conversation c...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Joe Burnett and Chris Nicholson from Unchained about equity valuations in a world increasingly influenced by Bitcoin. The discussion centers on how to value assets, particularly equities, using Bitcoin as a standard, delving into discount rate...
In this episode of the Richer, Wiser, Happier Podcast, William Green interviews Bill Nygren, Chief Investment Officer at Harris Associates, about his investment journey, principles, and processes. Nygren discusses his early influences, the importance of value investing, and the evolution of his investment philosophy to...
In this episode of The Investor's Podcast, Clay Finck interviews Joseph Shaposhnik about the launch of his new ETF, Rainwater Equity (RW), which focuses on investing in publicly listed recurring revenue businesses. Joseph discusses his investment philosophy, emphasizing the importance of recurring revenue, exceptional ...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Seb Bunney, author of "The Hidden Cost of Money," about the psychological impacts of fiat money and how Bitcoin can restore meaning to people's lives. They discuss how fiat money distorts incentives, promotes a focus on prestige, power, and po...
Stig Brodersen and William Green discuss life design, exploring how to align one's life with personal values and the paradoxical nature of saying both "yes" and "no" to opportunities. They share personal frameworks, including Stig's structured 736 Framework and William's more intuitive approach, while also referencing ...
In this episode of The Investor's Podcast, Clay Finck discusses the capital cycle approach to investing, drawing insights from Edward Chancellor's book, "Capital Returns." The episode explains how capital flows in and out of industries, influenced by factors like high returns attracting investment and low returns repel...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Michael Schmid to discuss the basics of Bitcoin, focusing on explaining it in simple terms for newcomers. They delve into the problem Bitcoin solves—digital scarcity and control of the money ledger—and the technical challenges involved, such a...
In this episode of The Investor's Podcast, Stig Brodersen, Hari Ramachandra, and Tobias Carlisle engage in a quarterly mastermind discussion, pitching and analyzing stock picks. Hari presents Adyen and Block, two fintech companies with different approaches and risk profiles. Stig discusses Microsoft, highlighting its c...
In this episode of The Investor's Podcast, Clay Finck discusses the key takeaways from Hamilton Helmer's book "7 Powers," a framework for understanding business strategy and competitive advantages. Finck explains the seven powers: scale economies, network economies, counter-positioning, switching costs, branding, corne...
In this episode of the Bitcoin Fundamentals Podcast, Preston Pysh interviews Garrett Johnston, an insurance industry expert, about Bitcoin's potential role as a risk management tool within the insurance sector. They discuss how traditional investments like bonds are becoming less viable due to rising inflation and soci...
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