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Using books as a jumping off point, hosts Josie Long and Robin Ince and a different special guest each week, dive into interesting, passionate and shambolic discussions. Part of the Cosmic Shambles Network.
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Celia Jesson, a repressed housewife from Upper Lowing, has been encouraged to do a book-based podcast to promote the local library in nearby Lower Upping, because no one else wants to do it. It’s too much of a time commitment. Created and performed by Joanna Neary. Part of the Cosmic Shambles Network.
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Robin Ince and Professor Brian Cox are off on their biggest tour yet. So that means a lot of time backstage, on tour buses and in airport lounges. So, lots of time to chat. These are those chats. This podcast is part of The Cosmic Shambles Network.
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Taking the Universe Around the World: The Horizons Tour Diary Podcast with Robin Ince
1
Taking the Universe Around the World: The Horizons Tour Diary Podcast with Robin Ince
The Cosmic Shambles Network
As Robin Ince embarks on the world tour of Horizons - A 21st Century Space Odyssey with Professor Brian Cox, he has decided to keep a diary of their adventures, secondhand bookshop finds, local discoveries, artist manifestos, show reports and much more. The diaries are available in written form on the Cosmic Shambles website but this podcast features extended versions of the entries, clips and extra chat. Part of the Cosmic Shambles Network, the network for people with curious minds. Support ...
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We Study Billionaires - The Investor’s Podcast Network
1
We Study Billionaires - The Investor’s Podcast Network
The Investor's Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 100,000,000+ downloads and is hosted by Stig Brodersen, Trey Lockerbie, and Clay Finck. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regu ...
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We Study Billionaires - The Investor’s Podcast Network
1
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
1:19:34
1:19:34
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In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Teqnion as the newest addition to his portfolio. Hari’s pick, Palantir, has recently traded at a 52-week high after a preceding 80% drop, and Tobias pitches Virtu Financial, a value …
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Inspired by Jaron Lanier’s book, Celia joins Twitter so she can delete her account, and Fred meets a like-minded chum on Grindr. Preferring a simpler life, Celia goes to the Post Office and nearly destroys her marriage. Support the CSN at patreon.com/bookshambles
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We Study Billionaires - The Investor’s Podcast Network
1
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
53:48
53:48
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On today’s episode, Clay reviews Thomas Phelps’s book - 100 to 1 in the Stock Market, and also highlights writings put out by Akre Capital Management. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 02:30 - Common characteristics of companies that increased their share price by 100x. 11:11 - Why most investors aren’t able to hang onto their winners as…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)
59:50
59:50
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Anil Patel talks about his new book, The Bitcoin Handbook. There are many different fields of study Bitcoin touches that it can be difficult for people to grasp all the complexity in harmonizing concepts that are happening on this protocol. In this interview, Anil went on an intellectual journey simplifying and stitching it all together. IN THIS EP…
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We Study Billionaires - The Investor’s Podcast Network
1
RWH027: High-Quality Investing w/ Christopher Begg
2:05:14
2:05:14
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In this episode, William Green chats with hedge fund manager Christopher Begg, who is the CEO, Chief Investment Officer, & co-founder of East Coast Asset Management. Chris is also a revered professor at Columbia Business School, where he teaches the Security Analysis class that was originally taught by Warren Buffett’s mentor, Ben Graham. Here, Chr…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP555: Lessons from the World's Greatest Capital Allocators
53:15
53:15
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On today’s episode, Clay reviews one of Warren Buffett’s favorite investment books called The Outsiders by William Thorndike Jr. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 01:56 - How we should evaluate the performance of a CEO during their tenure. 03:01 - How Henry Singleton led Teledyne to deliver a 20.4% average annual return to shareholders d…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)
47:16
47:16
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In part two of Preston Pysh's discussion with Tuur Demeester, they go deep into Tuur's latest report on why right now in particular is a great time to be a Bitcoin bull. Tuur talks about numerous on-chain metrics, and circumstances happening in the macro backdrop that only contribute to the bullish narrative. IN THIS EPISODE, YOU’LL LEARN: 00:00 - …
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We Study Billionaires - The Investor’s Podcast Network
1
TIP554: Mental Models for Successful Investing w/ John Jennings
1:14:39
1:14:39
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On today’s episode, Clay chats with John Jennings about his new book - The Uncertainty Solution. John Jennings is President and Chief Strategist of St. Louis Trust & Family Office, which has $12 billion dollars in assets under management. He is also a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Inves…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
1:22:30
1:22:30
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On today’s episode, Clay Finck brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are just in the beginning phases of a bull market for gold, silver, and hard assets like commodities. Tavi is a partner and portfolio manager at Crescat Capital. His research has been featured in financial …
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We Study Billionaires - The Investor’s Podcast Network
1
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
48:22
48:22
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In this first of a two-part series, Preston Pysh and Tuur Demeester cover all the talk about the inscriptions and the high fees that we’re currently seeing on layer one of the network. They also talk about scalability on layer two regulatory developments and plenty more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:59 - What do inscriptions actu…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
1:03:36
1:03:36
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On today’s show, we have the honor of interviewing legendary real estate investor and entrepreneur, Sam Zell. Sam Zell has an impressive background, having started his career in real estate in the late 1960s. He is the founder and chairman of Equity Group Investments, a leading private investment firm. Over the course of his career, Sam has made ma…
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We Study Billionaires - The Investor’s Podcast Network
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TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
1:07:57
1:07:57
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In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses from Buffett and Munger during the marathon Q&A session, along with his own thoughts on their answers. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 05:30 - Buffett and Munger’s thoughts on the commercia…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC129: How the IMF and World Bank Sell Exploitation As Development w/ Alex Gladstein (Bitcoin Podcast)
1:01:15
1:01:15
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Alex Gladstein previously discussed his groundbreaking article on the IMF and the World Bank. On today's episode, he is back with even more as he’s turned all of his research into a full-blown book on the topic. Preston and Alex cover new and additional ideas, which are vital information for understanding the impact of the legacy financial system a…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP550: Masterclass w/ Mohnish Pabrai
1:02:55
1:02:55
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On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation Software, Reysas Logistics, and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds. IN THIS EPISODE YOU’LL LEARN: 00:00 -…
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On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They provide vertical market software and vertical market platforms in Europe. Copart provides online auctions and vehicle remarketing servi…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC128: Evolving w/ the Technium w/ Kevin Kelly (Bitcoin Fundamentals)
50:22
50:22
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Preston Pysh interviews the author of one of his favorite books of all time, Kevin Kelly. Kevin is the founding editor of the global brand Wired Magazine. In this episode, they talk about all the interesting ideas about technology, AI, where it’s going, and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:12 - What is the Technium and how did …
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We Study Billionaires - The Investor’s Podcast Network
1
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
1:25:04
1:25:04
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Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 11.5% since his fund's inception on 2/28/1999, compared to 6.9% for the S&P500. There is no one in the space we respect as much as Chris Bloomstran when va…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP547: The Truth About Stock Market Forecasts
1:01:06
1:01:06
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On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with investing wisdom that you won’t want to miss. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, …
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We Study Billionaires - The Investor’s Podcast Network
1
BTC127: Long-Term Holders Driving the Bitcoin Market w/ Dylan LeClair (Bitcoin Podcast)
1:08:47
1:08:47
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Preston Pysh and Dylan LeClair cover Dylan's use of AI, programming, and on-chain analytics, what's driving the recent surge we've seen in the Bitcoin price since the start of the year, and what he's personally paying attention to in the general macro overview. Dylan is one of the lead writers and researchers at Bitcoin Magazine Pro and has some of…
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We Study Billionaires - The Investor’s Podcast Network
1
RWH026: Wealth & Health w/ Jason Karp
1:55:16
1:55:16
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In this episode, William Green talks with Jason Karp, a prodigiously talented investor & entrepreneur whom he also profiled in his book, “Richer, Wiser, Happier.” Jason founded Tourbillon Capital Partners, where he managed $4.5 billion. He then quit the hedge fund business & created HumanCo, a holding company that invests in the health & wellness s…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP546: The Holy Grail of Long-Term Value Investing
52:34
52:34
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On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US.…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC126: Redeeming GBTC w/ David Bailey (Bitcoin Podcast)
1:01:08
1:01:08
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David Bailey and Preston Pysh get into an in-depth conversation about the GBTC Bitcoin Trust and all of the issues it's had over the past year and a half. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:29 - What backs Bitcoin? 10:27 - CBDCs and what happens next. 13:14 - FedNow and what happens after it's launch. 18:43 - The actual impact of picki…
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We Study Billionaires - The Investor’s Podcast Network
1
RWH025: Patient Capital W/ Samantha McLemore
2:06:48
2:06:48
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In this episode, William Green chats with Samantha McLemore, the founder of Patient Capital Management. After graduating magna cum laude from Washington & Lee University, she was hired by investing legend Bill Miller & spent 20 years working with him. They co-managed Miller Opportunity Trust, a top-performing mutual fund, for a decade until Bill re…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP545: The Third Sea Change Has Begun w/ Howard Marks
58:58
58:58
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Trey Lockerbie invites the renowned Howard Marks, known for establishing Oaktree Capital with $140B in AUM and earning a reputation as an investing legend for his consistent performance, unconventional investments, and insightful memos. In their discussion, Howard shares his views on various topics, including A.I., Bitcoin, and his prediction that …
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We Study Billionaires - The Investor’s Podcast Network
1
BTC125: James Lavish On Why Bitcoin Performs From Here (Bitcoin Podcast)
52:59
52:59
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James Lavish comes with decades of experience as a fixed income investor, and overall Bitcoin educator. On today’s show, Preston talks to James about how the evolving macro environment doesn’t seem to be hampering the price of Bitcoin, despite the numerous liquidity and central banking actions plugging the global economy. IN THIS EPISODE, YOU’LL LE…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
50:57
50:57
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On today’s episode, Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The f…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer
43:12
43:12
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On today’s episode, Clay sits down with Chris Mayer to discuss the lessons from his book - 100 Baggers. Chris is the author of 100 Baggers, and the portfolio manager of Woodlock House Family Capital. Chris’s book was published in 2018, and has quickly become a favorite within the investing community. The book very clearly explains the ingredients n…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham
52:48
52:48
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Trey Lockerbie welcomes back billionaire and legendary investor Mr. Jeremy Grantham. Jeremy has a reputation for accurately predicting future events, including nearly every single bubble bursting over his career. During their conversation, Jeremy shares his thoughts on recent bank failures, Fed policy, and other world issues. IN THIS EPISODE YOU’LL…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC124: Bitcoin is a Strategic National Necessity w/ Pierre Rochard (Bitcoin Podcast)
52:09
52:09
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Preston Pysh and Pierre Rochard talk about the current draft bill in Texas that's trying to limit Bitcoin mining and what this means in the broader context of state's rights and their competition between local jurisdictions. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:10 - Why Pierre was in the Texas Congress testifying about the benefits of Bi…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP541: How Equity Crowdfunding is Changing the Game w/ Daniel Gallancy
50:17
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On today’s episode, Clay Finck sits down with Daniel Gallancy to chat about the evolution of capital markets and how equity crowdfunding allows individual investors to get access to new investment opportunities. Daniel is the CEO of Atakama. Atakama is a cybersecurity company that is pioneering multifactor encryption, enabling unrivaled data protec…
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We Study Billionaires - The Investor’s Podcast Network
1
RWH024: Wealth, Wisdom, & Happiness w/ Tom Gayner
1:23:09
1:23:09
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In this episode, William Green chats with Tom Gayner, one of the great long-term investors of our time. Tom is the CEO of the Markel Corporation, a global financial holding company, where he oversees about 20,000 employees. Here, he shares his time-tested advice on how to achieve enduring success in business & investing while also building a happy …
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We Study Billionaires - The Investor’s Podcast Network
1
TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson
1:00:03
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Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks. Andrew is the co-founder of Tiny, which has been called the Berkshire Hathaway of Tech companies. Andrew turned his first busines…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC123: The Legacy Banking System in Shambles w/ Alf Peccatiello (Bitcoin Podcast)
52:58
52:58
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Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other asset classes. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:25 - Global perspectives and insights. 05:28 - The impact of immedi…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP539: The Banking Crisis Explained w/ Shawn O'Malley
49:05
49:05
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On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means for investors. Shawn is the chief editor and writer of our daily finan…
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We Study Billionaires - The Investor’s Podcast Network
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TIP538: Richer, Wiser, Happier, Q1 2023 w/ William Green & Stig Brodersen
2:04:30
2:04:30
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On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” They discuss what has made them Richer, Wiser, or Happier in the past quarter. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:31 - How to think about investing with an asset manager that yields a lower return and has good values, or an asset ma…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
1:19:41
1:19:41
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Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more. Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro…
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In the first new episode in a while Robin and Josie chat to author Lucy Nichol about her latest book, 'Don't Call Me Snowflake'. Please note this episode contains discussions around the topics of mental health and suicide. This is an abridged version. Patreon subscribers get an extended version. Sign up at patreon.com/bookshambles.…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast)
1:10:55
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Preston Pysh sits down with global macro and security intelligence thinker, Matthew Pines to talk about China and its deeply manipulated market conditions, Japan being a major choke point for international interest rates, central bank digital currencies, and many more interesting ideas. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:19 - How Matth…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP536: Buffett and Munger’s Principles and Mental Models
52:58
52:58
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On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure …
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We Study Billionaires - The Investor’s Podcast Network
1
RWH023: Defensive Investing In Dangerous Times W/ Guy Spier
2:11:19
2:11:19
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William chats with renowned hedge fund manager Guy Spier. Since launching the Aquamarine Fund in 1997, Guy has beaten the S&P 500 by 200 percentage points & the MSCI World index by 364 percentage points. He’s also the author of “The Education of a Value Investor.” In this conversation, Guy speaks candidly about the challenges he’s facing, including…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich
1:04:42
1:04:42
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Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more! Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the Wo…
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We Study Billionaires - The Investor’s Podcast Network
1
BTC121: Bank Failures & Bitcoin w/ Steven McClurg (Bitcoin Podcast)
1:07:48
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Preston Pysh sits down with Steven McClurg, who’s the CIO at Valkyrie, and just an all-around brilliant macro thinker, to talk about the multiple bank failures, what it meant for the broader economy, Bitcoin, and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:03 - What are the three things the FED is currently considering? 26:15 - Why Silver…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP534: The Joys of Compounding by Gautam Baid
53:28
53:28
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On today’s episode, Clay Finck reviews Gautam Baid’s book, The Joys of Compounding. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in l…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP533: How the Fed went Broke w/ Lyn Alden
1:02:16
1:02:16
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Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what the implication is for us as investors. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:28 - What is on the balance sheet of the FED. 07:32 - Why the Fed should be profitable. 11:36 - Should central bank…
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We Study Billionaires - The Investor’s Podcast Network
1
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
57:52
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57:52
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more! Graeme is the Director and Portfolio Manager of Orbis, which currently manages around $30B. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:30 …
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We Study Billionaires - The Investor’s Podcast Network
1
BTC120: Preston's Top 5 Bitcoin Fundamental Moments, w/ Michael Saylor, Jeff Booth, Gigi, Alex Gladstein, Cory Klippsten, & Pablo Fernandez (Bitcoin Podcast)
1:34:41
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Preston Pysh takes his top five favorite moments and lessons learned about Bitcoin since starting the Bitcoin Fundamentals Podcast in 2020. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 00:56 - Preston's 1st pick: Michael Saylor describing the importance of inflation being a vector 21:28 - Preston's 2nd pick: Pablo Fernandez talking about how CBDC w…
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Robin is in Edmonton in this episode and he's messing up a Shakespeare play in his dreams, discovers a new word 'bathos' and the fridge is making a weird noise. Support the show and the network at patreon.com/cosmicshambles
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We Study Billionaires - The Investor’s Podcast Network
1
TIP531: Mark Leonard: The Best Capital Allocator You've Never Heard of
55:38
55:38
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On today’s episode, Clay Finck does a deep dive into Constellation Software (Ticker: $CSU). Constellation Software is a Canadian holding company that has acquired over 600 vertical market software businesses. The company was founded by Mark Leonard, and has delivered exceptional returns to shareholders since their IPO in 2006. The stock has had an …
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We Study Billionaires - The Investor’s Podcast Network
1
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
58:48
58:48
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Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one. Richard is the Founder and CEO of The Family Office Club, which is the #1 family office association with over 4,000 registered family offices. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - What a family…
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