show episodes
 
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 85,000,000+ downloads.
 
Hello, I’m Howard. I’ve been a financial industry entrepreneur and investor for over 20 years. I am a General Partner at Social Leverage - we invest in seed stage software companies. I was a co-founder of Stocktwits and a seed investor in Robinhood and Etoro. On this podcast, you will hear interviews with great entrepreneurs, investors, venture capitalists, traders, and friends about their companies, their track records, and their new fave ideas and trends. This includes best ideas, worst in ...
 
The FlipNerd Real Estate Investing Classroom podcast brings together experts from across the industry to teach you cutting edge real estate investing tips and advice. From leaders like Robert Kiyosaki's Rich Dad Advisors and leaders like Michael Blank, Greg Reid, Nate Armstrong, Kent Clothier, Matt Andrews, Matt Theriault, Jason Hartman, Justin Williams, Duncan Wierman, Larry Goins, Tom Krol, Todd Toback and many more. Whether you're new or a veteran real estate investor, and whether you're ...
 
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show series
 
IN THIS EPISODE, YOU’LL LEARN: What is the Time Value of Lightning What are Joe's thoughts on leverage w/ companies like Luna, 3AC and others Is the Bear market seeing signs of exhaustion What actually drives the Bitcoin cycles What Rates lead the dance What is his fair value confluence model Where Joe thinks rates go on the lightning network *Disc…
 
IN THIS EPISODE, YOU’LL LEARN: 09:28 - Rob's personal journey. 14:31 - The basics of house hacking, rental arbitrage, AirBNBs, land hacking, and other strategies. 28:26 - How to automate nearly all of the required AirBNB Host tasks. 33:28 - What characteristics make up a great rental property. 36:27 - The pros and cons of real estate versus other r…
 
Today’s guest is Will Ahmed, founder and CEO of WHOOP, a wearable technology/fitness company that fits smack in the middle of what I like to call ‘fashology’ – technology meets fashion. The device tracks and measures strain, recovery, and sleep. The brand is well received by pro athletes like LeBron James, Michael Phelps and over half of the PGA To…
 
IN THIS EPISODE, YOU’LL LEARN: 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool. 08:07 - Is Europe next for Yield Curve Control? 15:36 - What the CDS market is telling the world. 24:28 - Is Italy going to be the next Cyprus? 34:31 - Will the 10Y treasury make new lows on its yield? 39:24 - Alf's thoughts on the Eurodollar impact on…
 
IN THIS EPISODE, YOU’LL LEARN: 13:13 - Why business and life are all about adding value. 25:08 - Why investors in 401(k) plans put up 100% of the capital, take on 100% of the risk, and only 33% of the return. 51:26 - Why you should plant your seeds when you have nothing, to gain abundance in business and life. *Disclaimer: Slight timestamp discrepa…
 
IN THIS EPISODE, YOU’LL LEARN: 01:44 - Where Jeremy thinks we’ll go from here! 06:10 - Why he believes rates will climb higher for longer. 14:27 - How today’s market and economy may start to resemble the stagflation of the 1970s and 80s. 29:03 - Why important resources are in short supply. 42:29 - The best technologies fighting climate change. 1:01…
 
I’m stoked to have my good friend Rob Petrozzo, Co-Founder and Chief Product Officer at Rally on this special episode of Panic with Friends. It’s the first Panic with Friends dual podcast, so it won’t be a format you’re used to. A lot more of me as Rob dual tracks this episode for Rally’s new podcast, The Best Money I Ever Spent. Rob’s spent the la…
 
IN THIS EPISODE, YOU’LL LEARN: 01:48 - Steven's quick lesson on the bond market. 07:17 - How should people think about the securitization of lending? 14:20 - How banks are dependent on credit duration on their balance sheet. 24:53 - Steven's opinions on what to expect from the FED. 35:42 - Steven's thoughts on oil moving forward. 37:52 - At what po…
 
IN THIS EPISODE, YOU’LL LEARN: 03:58 - How a famed Harvard psychologist inspired Daniel Goleman to study high performance. 07:00 - How spiritual teachers like Ram Dass and Neem Karoli Baba led him to study meditation. 12:35 - What neuroscientists have discovered about the impact of meditation on the brain. 20:36 - How self-awareness helps us to man…
 
I’m excited to bring my good friend Om Malik back for a third round of Panic. Om is a partner at True Ventures, a $2B venture capital firm in San Francisco. They have made over 300 investments including WordPress, Peloton, Fitbit, and Blue Bottle Coffee. He’s a super smart guy to talk to. He worries about the future, invests in the future, and talk…
 
IN THIS EPISODE, YOU’LL LEARN: 01:26 - How Obi became familiar with Bitcoin. 13:39 - What Obi learned from running a major exchange for 8 years. 21:02 - Things people should look for when selecting an exchange. 27:44 - How Obi became a board member with Jay-Z and Jack Dorsey. 37:15 - What is the Fedimint Protocol? 51:41 - What is a federation and h…
 
IN THIS EPISODE, YOU’LL LEARN: 01:06 - What is the secret to the success of Silicon Valley? 03:40 - How to manage a company that is growing at 2.5% – per day! 19:54 - How to use your network to find new job opportunities. 26:11 - Why financing and distribution is just as important as the product you are selling. 40:17 - Ask The Investor’s Podcast: …
 
IN THIS EPISODE, YOU’LL LEARN: 01:55 - Matt’s experience interacting with Bill Campell, the Trillion Dollar Coach in the eponymously named book. 03:46 - What billionaires are often looking for when seeking out a coach. 07:36 - Why Matt decided to go back to school before becoming a coach, even though he had a highly pedigreed resume. 23:56 - A fram…
 
I’m excited to have my fishing buddy, Lewis Johnson, back for another round of Panic. He runs a couple billion dollars as the CIO of Capital Wealth Advisors. Lewis was first on in November of 2020 when we realized we might not die from COVID and the Fed was printing money and we were in market Nirvana. Back then we talked value and growth and commo…
 
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Why it's so hard for businesses to operate in this environment. 08:01 - His thoughts on the CDS for banks right now. 10:55 - How do things unfold in Europe? 22:39 - Future manipulating the spot Bitcoin Price. 32:27 - More QE. 37:45 - Does Larry see the economy starting to get deflationary any time soon? 42:39 …
 
IN THIS EPISODE, YOU'LL LEARN: 00:02:04 - How Guy Spier deals with the many competing demands on his time and energy. 00:03:07 - Why it’s vital to have clarity about your life mission and to structure your life around it. 00:09:00 - Why it’s helpful to write your own obituary or funeral speech. 00:09:59 - What strategies help Guy to focus better an…
 
IN THIS EPISODE, YOU'LL LEARN: 00:03:02 - How Guy Spier’s ancestors lost their family fortune and became refugees in the 1930s. 00:11:41 - How Guy was shaped by this story and embarked on a quest to restore their lost fortune. 00:24:20 - Why investors need to recognize that nothing is stable and everything changes. 00:28:12 - Why Guy settled in Swi…
 
IN THIS EPISODE, YOU’LL LEARN: 05:29 - Why Howard thinks the stock market is rigged. 08:07 - How to treat investing and business like a game. 20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch. 23:54 - Howard’s 8 & 80 rule. 44:15 - Social Leverage 45:03 - How to create a network of brilliant people. 46:…
 
Today’s guest, Serge Kassardjian, is the co-founder and CEO of StayTuned Digital, and a partner at 6th Man Ventures. He got his MBA from Harvard and Bachelors and Masters in Engineering from Stanford, where he was the President of his class. Serge is a fighter, an entrepreneur with irons in the fire of two incredibly volatile sectors – e-commerce a…
 
IN THIS EPISODE, YOU’LL LEARN: 01:18 - How Sven sees the current macro set-up. 10:18 - Will the central banks keep tightening until something breaks? 21:35 - What will the next round of stimulus look like from a size standpoint? 25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet? 39:57 - Sven's thoughts …
 
IN THIS EPISODE, YOU’LL LEARN: 01:11 - What is the cause and effects of falling empires and debasement of currencies. 11:09 - Why the hardest money does not always win. 17:08 - The problem with commodity money. 24:21 - The relationship between fiat currencies and warfare. 30:49 - What the Tiffin dilemma is, and how it’s relevant today. 37:52 - Why …
 
IN THIS EPISODE, YOU’LL LEARN: 02:00 - The 4 horsemen of the investing apocalypse, according to Jim. 12:01 - How and why certain factors change over time. 18:27 - The best approach to using discounted cash flow models. 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators. 59:30 - How Jim built OSAM a…
 
Today’s guest, Matt Ober, is a really good friend of mine. We laugh about everything – but now we’re laughing on the same team, which is the best. Matt joined Social Leverage as a GP a few months ago – and he’s the upgrade we’ve needed to think about the future as the surface of tech continues to expand. Matt was most recently the Chief Data Scient…
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - What in the world is happening with the Japanese Yield Curve Control? 15:12 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius). 27:57 - Frequencies of settlement. 32:07 - Are monetary policy-makers wagging the tail of politicians? 34:07 - At what speed is this current cycle going to play out? 35:29 …
 
IN THIS EPISODE, YOU’LL LEARN: 01:35 - Sam Walton’s 10 pieces of advice for building a successful business. 05:35 - What Amazon learned from Walmart. 28:29 - Why it is a big problem if your team is not complaining. 38:43 - Ask the Investors: Are Warren and Charlie the competitive advantage of Berkshire Hathaway? *Disclaimer: Slight timestamp discre…
 
IN THIS EPISODE, YOU'LL LEARN: 10:14 - How he pioneered the idea of behavioral finance by living it. 12:32 - The highlights of Sir John Templeton’s career. 35:00 - What led John to become Sir John. 38:20 - How Lauren’s fund has evolved since it was first funded by Sir John. 52:42 - Lauren’s thoughts on nature vs nurture, having grown up in a family…
 
IN THIS EPISODE, YOU'LL LEARN: 02:03 - How Vitaliy is thinking through today’s market. 21:06 - When active value investing is too active. 31:50 - How to develop better habits. 40:24 - What Vitaliy has learned from Stoicism. 55:59 - How honing your art and craft is essential for investing and other areas of life. 59:48 - What we can learn from class…
 
I’m excited for today’s guest, Abe Finkelstein. For over five years I’ve been picking his and his partners' brains, which is why I love this job – I love being able to tap into the wealth of knowledge from people like Abe. He’s a GP at Vintage Investment Partners based out of Israel – a $3 billion fund of funds with an interesting model. We talk Is…
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - How Pablo found Bitcoin after two decades as a software developer. 07:15 - Jack Dorsey's Web 5 announcement - what is it? 08:32 - A deep dive into decentralized identity and data storage over the lightning network. 28:36 - What his general thoughts are on the lightning network. 36:57 - What are some of the big…
 
IN THIS EPISODE, YOU'LL LEARN: 03:13 - Why control is the key to motivating people. 08:11 - How do you form the best teams? 22:02 - Why GE is setting both SMART goals and strength goals. 29:17 - How to statistically make the best decisions. 41:41 - Ask the Investors: How diversified should I be when my portfolio is my net worth? *Disclaimer: Slight…
 
IN THIS EPISODE, YOU'LL LEARN: 01:30 - What Kalshi is and why it’s a very unique company. 02:36 - How events trading works. 03:18 - What it took to get Kalshi approved by the Commodity Futures Trading Commission (or CFTC) - the first company of its kind to do so. 42:57 - Why Billionaire Charles Schwab personally invested in the company. 53:01 - Why…
 
IN THIS EPISODE, YOU'LL LEARN: 02:14 - What the Eurodollar is exactly. 06:32 - What the Petrodollar is and why Jeffrey thinks it’s illusory. 13:59 - How the global monetary system actually works, according to Jeffrey’s research. 38:00 - Why the Russian Ruble is rising, despite being cut off from the swift system. 42:19 - Why the dollar continues to…
 
My special guest today is Spencer Jakab from the Wall Street Journal – I say special because I’m doing something I rarely do – talking about stuff that’s fascinating to me. Normally I’m fascinated by the people, but don’t understand half the stuff we talk about because I’m learning; whether it’s crypto or trading. This episode is near and dear to m…
 
IN THIS EPISODE, YOU’LL LEARN: 02:23 - How Tyler worked on some of the digital asset laws in Wyoming. 05:34 - How did some of those laws in Wyoming work their way into the federal bill? 15:29 - What were some of the objectives of the Bill to keep it focused on the right areas? 16:55 - Why Proof of Work and Proof of Stake is not discussed in the Bil…
 
IN THIS EPISODE, YOU’LL LEARN 00:02:41 - How an introduction from Warren Buffett led to Mohnish’s friendship with Charlie Munger. 00:04:46 - What it’s been like to hang out with Charlie over the last 14 years. 00:15:45 - How Warren and Charlie have succeeded by being voracious “learning machines.” 00:18:59 - How Warren and Charlie differ from each …
 
IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - When to consider alternative investments like real estate or small busin…
 
IN THIS EPISODE, YOU'LL LEARN: 01:45 - What levels indicate a crisis. 12:00 - How to use the High Yield Spread as an indicator and why it works. 16:34 - Why you should reconsider using a discounted cash flow model. 29:46 - Verdad's four-quadrant approach. 35:20 - How to mitigate confirmation bias while using a quantitative approach. And a whole lot…
 
My buddy Ross is back for round two of Panic. He’s the open source guru who started Mulesoft – which was well covered in our previous interview (EP.103) – but today we’re going down the crypto/NFT rabbit hole. And if there’s anybody outside of Fred Wilson, Chris Dixon, and the people at Multicoin I’d trust on this topic, it’s Ross. That’s because h…
 
IN THIS EPISODE, YOU’LL LEARN: 02:43 - What it was like to start up Bitcoin Beach. 06:16 - What Mike's distribution plan and onboarding were like for getting people to use Bitcoin? 10:01 - Mike's opinion on the international Bitcoin summit for central bankers in El Salvador. 15:11 - What was the most interesting takeaway from the summit? 17:55 - Wh…
 
IN THIS EPISODE, YOU’LL LEARN: 0:40 - Who is Phil Knight? 7:16 - What is the story behind Nike? 13:38 - What led to Nike’s success? 31:24 - What made Phil Knight a billionaire? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Read our free executive summary of the book, Shoe Dog. Phil Kn…
 
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