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 95,000,000+ downloads.
 
Silicon Valley by The Investor's Podcast Network is hosted by Shawn Flynn. It is an in-depth look into the workings of companies based in Silicon Valley. It delves into up-and-coming startups, established giants and the views of people who are making a mark in the technology scene in Silicon Valley.
 
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show series
 
IN THIS EPISODE YOU’LL LEARN: 00:04:24 - How Dalio defines credit and debt. 00:08:55 - Why too much debt can be an issue for the global economy. 00:12:13 - The difference between the short-term and the long-term debt cycle. 00:13:02 - Why credit is the primary driver of our economy and leads to bubbles. 00:14:45 - How deflationary and inflationary …
 
IN THIS EPISODE, YOU’LL LEARN: 03:07 - How Joel Tillinghast fell in love with investing as a boy of eight or nine. 07:51 - What he learned from his first investment, which he’s (so far) held for 54 years. 09:12 - Why it’s critical not to overpay, even when you’re investing in a superb business. 11:04 - How his approach differs from the strategy of …
 
IN THIS EPISODE YOU’LL LEARN: 01:43 - What Mohnish has learned from his friendship with Charlie Munger. 10:24 - Why and how Mohnish Pabrai uses his checklist in stock investing. 33:25 - How Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return. Disclaimer: Slight discrepancies in the timestamps may occur due…
 
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Cory's one over the world view of everything happening after the FTX bankruptcy. 07:49 - What are the issues with "Crypto" Venture Capitalists? 07:49 - How the Crypto scam works. 10:29 - Was SBF doing unethical things? 14:44 - How could people identify such fraudulent activities in the future? 32:11 - The Libr…
 
IN THIS EPISODE YOU’LL LEARN: 00:01:50 - The biggest investing lessons from Howard’s book, The Most Important Thing. 00:03:07 - How to apply second-level thinking to our investing strategy. 00:03:44 - How psychology plays such an important role in markets. 00:07:37 - How Howard thinks about the efficiency of markets. 00:20:32 - The role market cycl…
 
IN THIS EPISODE, YOU'LL LEARN: 01:16 - The mastermind group’s view on the current market conditions. 18:41 - Why Hari is bullish on Meta (Ticker: FB), and why Toby already owns the stock. 29:00 - The risks of investing in Meta. 45:02 - Why Stig has invested in Prosus (Ticker AMS: PRX) as one of the four stocks he owns. 1:04:02 - Why Toby is bull on…
 
IN THIS EPISODE, YOU'LL LEARN: 02:09 - Why Banks are at serious risk of losing deposits. 09:25 - Why the ECB is changing its tune on monetary policy. 17:01 - The recent Fed meeting. 39:46 - The underlying risk with pension funds using interest rate swaps. 58:44 - Expectations for the current yield curve inversion. And much, much more! Disclaimer: S…
 
IN THIS EPISODE, YOU’LL LEARN: 01:14 - What got Luke into writing profound articles around Bitcoin. 02:48 - Luke's opinions on various long-term cycles. 06:30 - The comparison to the 1930's and 40's. 06:30 - Thoughts on wealth inequality. 17:15 - Historical Inflation Tipping Points. 23:52 - Currency wars and where we are in that dynamic. 29:04 - Th…
 
IN THIS EPISODE, YOU’LL LEARN: 05:54 - How Warren Buffett and Charlie Munger met. 07:07 - Why it’s important to embrace lifelong learning. 09:27) - Why Charlie Munger uses mental models to think and invest. 00:15:53 - How Charlie Munger changed Buffett’s investing strategy. 20:47 - Why we should continuously challenge and reexamine our worldview. 2…
 
IN THIS EPISODE, YOU’LL LEARN: 02:51 - How François Rochon began his market-beating investment journey three decades ago. 08:12 - How the “margin of safety” concept guides him in business, markets, & life. 10:14 - How to succeed by investing in great companies at reasonable valuations. 12:12 - Why it’s critical for investors to have a long time hor…
 
IN THIS EPISODE, YOU'LL LEARN: 17:01 - Bill’s early crucibles that helped him evolve into an empathetic leader. 30:25 - How to find your own True North and how to determine whether a company's leader is following their own. 27:26 - How Bill took Medtronic to $60B while cultivating an inclusive culture. 34:25- Why Bill set a 10-year term limit for h…
 
IN THIS EPISODE, YOU’LL LEARN: 01:04 - A recap of the Lummis Gillibrand Bill. 05:32 - What is the Digital Commodities Consumer Protection Act of 2022 (DCCPA)? 05:32 - Who's trying to make the DCCPA happen? 17:21 - What are the implications of the DCCPA if passed? 28:17 - A walk through of the White House Climate and Energy Implication of Crypto-Ass…
 
IN THIS EPISODE, YOU'LL LEARN: 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure. 00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund. 00:14:54 - What fundamentally set Amazon and Costco apart from all other companies. 00:15:33 - Sleep’s ideas related …
 
IN THIS EPISODE, YOU'LL LEARN: 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers. 05:37 - Why we have a boom and bust cycle in the oil market. 15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum. 22:40 - What the OPEC+ cut mean for the oil market. 22:55 - Wh…
 
IN THIS EPISODE, YOU'LL LEARN: 08:06 - How today’s economy compared to the early eighties when Bernie was co-founding Home Depot. 14:11 - Bernie’s early jobs as a waiter, comedian, and even hypnotist. 37:15 - Bernie’s take on ESG, given that Home Depot, won the Most Socially Responsible Company award the year he retired 40:02 - What it was like to …
 
IN THIS EPISODE, YOU’LL LEARN: 01:13 - Austin Mitchell's Background and research in the energy sector. 10:40 - What problems do energy companies currently deal with that Bitcoin can potentially solve? 31:08 - What does the potential future with Bitcoin look like with energy companies? 35:13 - How does the lightning network offer solutions in the en…
 
IN THIS EPISODE, YOU'LL LEARN: 06:31: - The opportunities and risks of investing in Dollar General & Apple. 07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple. 08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started. 17:55 - Why Dollar General should weather through…
 
IN THIS EPISODE, YOU’LL LEARN: 02:41 - Where the economy is heading, now that credit growth has been reversed. 07:29 - The steep decline in the treasury markets around the world and what’s driving it. 14:09 - England's pension plan fiasco. 29:23 - Why the FED’s net income has turned negative for the first time ever and how it can be reversed if pol…
 
IN THIS EPISODE, YOU’LL LEARN: 01:22 - What is happening between the United States and China with chip manufacturing? 04:55 - Is the FED being weaponized against Russia and China? 23:11 - What should people expect in the energy sector moving forward? 29:54 - Zoltan Pozsar's quote about commodity-backed money. 31:36 - Who's actually buying UST right…
 
IN THIS EPISODE, YOU'LL LEARN: 02:30 - What Warren Buffett’s 12 investment principles are. 08:26 - Why Buffett has largely avoided technology companies over his career. 14:07 - Why Buffett loves companies that repurchase shares. 28:32 - Tips that Buffett shares to help us assess a management team. 31:02 - How to calculate the intrinsic value of a c…
 
IN THIS EPISODE, YOU’LL LEARN: 01:22 - Why and how do we need to understand the macro environment when we invest 07:18 - Why we should think of the economy as we think of the human body 19:02 - Why the traditional buy-and-hold equity strategy is flawed 26:20 - Why a house we live in is typically not a good investment 35:16 - How has the stock marke…
 
IN THIS EPISODE, YOU’LL LEARN: 03:40 - Why Josh believes we are at an Entropic Apex in the current markets. 06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil. 27:06 - Why Stan Druckenmiller invested in Lux early on, alongside Bill Conway, the billionaire co-founder of the Ca…
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - Jeff's first principles overview of energy, money, and resource optimization. 12:42 - Why is the adoption of Bitcoin bottom up and not top down? 15:41 - A system of growing misinformation and why. 25:47 - Why are open protocols so difficult to understand? 32:29 - What is the blockchain Trilemma? 40:12 - Why is…
 
IN THIS EPISODE, YOU'LL LEARN: 02:49 - How Buffett came around to purchasing Geico. 07:45 - Why Buffett’s reputation helped him get a fantastic deal on Nebraska Furniture Mart. 10:33 - Why the efficient market hypothesis is partially false. 12:13 - How Salomon Brothers nearly destroyed Buffett’s reputation. 26:35 - How Berkshire Hathaway faired thr…
 
IN THIS EPISODE, YOU’LL LEARN: 12:49 - How Annie Duke got sick, quit academia, & became a professional poker player. 18:24 - How poker taught her to “embrace uncertainty” & recognize the limits of what we know. 27:26 - How a legendary poker champion taught her to think more rationally about luck & loss. 37:45 - Why it’s important to think probabili…
 
IN THIS EPISODE, YOU’LL LEARN: 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others. 15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs. 23:30 - Cathie’s belief that we will experience a deflationary surprise, which could reverse the FED’s current plan of action. 26:33 - Cathie’s thoughts on e…
 
IN THIS EPISODE, YOU’LL LEARN: 01:48 - Why does Michael believe that if the money isn't scarce, every desirable good on the planet will become scarce? 09:25 - What is irrational urgency and why does it exist with a fiat system? 21:07 - Is it possible to not inject energy into money and keep it sound? 30:41 - Why do so many people miscalculate how m…
 
IN THIS EPISODE, YOU’LL LEARN: 00:08:46 - Who the key figures were in Buffett’s development as an investor. 00:09:58 - Benjamin Graham’s definition of an investment. 00:10:21 - What it means to invest with a margin of safety. 00:22:23 - What cigar butt companies are and how they made Warren a fortune. 00:28:59 - How Charlie Munger helped shape Warr…
 
IN THIS EPISODE, YOU’LL LEARN: 01:46 - How and why did Trey and William get hired? 12:52 - What the business model of The Investor’s Podcast Network is. 15:11 - What the Free Cash Flow is of The Investor’s Podcast Network. 23:47 - How potential buyers have been approaching the Investor’s Podcast Network. 30:23 - Why The Investor’s Podcast Network i…
 
IN THIS EPISODE, YOU’LL LEARN: 01:48 - How Stig and Preston met and why they started The Investor’s Podcast together. 10:05 - When did Stig and Preston know that the podcast would be successful. 19:33 - What the pivotal moments were along the way. 25:28 - What is the relationship between Stig and Preston today. 37:50 - Why was the bitcoin show not …
 
IN THIS EPISODE, YOU’LL LEARN: 01:34 - Some reasons why microcaps are outperforming some of the larger cap segments. 05:46 - How Ian compares the current market to 2008. 14:22 - Risks and opportunities appearing as interest rates move higher. 25:13 - Private Equities' recent interest in public markets. 35:50 - Some strategies and stock ideas from t…
 
IN THIS EPISODE, YOU’LL LEARN: 01:58 - Why are property rights an important starting point for understanding the differences between Proof of Work (PoW) and Proof of Stake (PoS)? 07:41 - What is Abstract Power versus Physical Power and why are they important for understanding PoS Vs PoW? 20:45 - Why do the rules around property rights keep breaking…
 
William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022. IN THIS EPISODE, YOU'LL LEARN: 02:36 - How Matthew McLennan grew up off the grid without electricity or hot running water. 12:56 - What he learned as…
 
IN THIS EPISODE, YOU'LL LEARN: 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy. 00:24:52 - David’s thoughts on the current fundraising environment. 00:32:27 - How David built Carlyle into a global PE institution. 00:36:48 - David’s early career in politics and how it led him to…
 
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Sam's comments on the WEF's excitement for ETH's Proof of Stake Merge. 12:09 - Sam's overview on CBDC. 12:46 - Why Sam has concerns about what CBDC's will take away from everyday citizens. 38:40 - How Sam thinks CBDC will be implemented around the world. 47:22 - Sam explains the history of the ECB and the chal…
 
IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where we are in the real estate cycle. 17:55 - Where we are right now in the cycle. 25:35 - How adjusting risk to your portfolio depends on the market cycle. 31:02 - Why junk bonds might be a good investment depe…
 
IN THIS EPISODE, YOU’LL LEARN: 09:05 - How Farmland is a great hedge against both inflation and recessions. 15:41 - Why Bill Gates is the largest private owner of farmland with nearly 270,000 acres. 22:08 - Which commodities are optimal. 26:17 - How to assess a Farmland deal. 31:48 - Why Artem prioritizes US farmland. 40:34 - Where farmland should …
 
IN THIS EPISODE, YOU’LL LEARN: 01:22 - The numbers around federal interest expense and rising interest rates. 23:58 - Mike's thoughts on the broad money supply being the best way to measure inflation. 28:36 - A comparison between now and 2007. 34:51 - Explaining reverse repo in a simplified way. 47:23 - How do countries use reserve to defend a curr…
 
IN THIS EPISODE, YOU’LL LEARN: 02:17 - What Tom Russo learned from a life-changing encounter with Warren Buffett in 1982. 09:53 - Why “agency” cost is one of the greatest risks facing all investors. 14:02 - Why Tom favors companies that willingly endure pain today for gain tomorrow. 16:02 - How he rode Berkshire Hathaway from $900 to more than $430…
 
IN THIS EPISODE, YOU’LL LEARN: 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle 12:17 - Brian’s most important attribute when valuing a company 15:22 - The difference between real moats and fake moats 27:51 - When to emphasize valuation and when not to 37:12 - Brian’s assessments of Alphab…
 
IN THIS EPISODE, YOU’LL LEARN: 01:29 - What is time stamping? 11:24 - Is Bitcoin a decentralized clock? 24:50 - Why is time keeping so important to Bitcoin? 51:45 - What does Pierre think about the big SEC announcement about exchanges regulating coins? 59:31 - Why is Bitcoin not performing like an inflation hedge against CPI? 01:10:34 - Correlation…
 
IN THIS EPISODE, YOU’LL LEARN: 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139) 35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio. 45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF) 50:46 - What the patterns typica…
 
IN THIS EPISODE, YOU’LL LEARN: 07:31 - How Brian and team bootstrapped LegalZoom into the behemoth it is today. 12:17 - How Brian convinced Robert Shapiro to partner with him. 33:12 - ShoeDazzle with Kim Kardashian. 35:38 - How they launched The Honest Company to $160M in revenue in year 2. 43:33 - The secret sauce behind celebrity partnerships. 50…
 
IN THIS EPISODE, YOU’LL LEARN: 01:24 - What inspired Phil to write the book? 04:33 - How much of Satoshi's writings were not included in the book? 12:16 - What was Satoshi's greatest gift? 12:16 - What was one of the most interesting things Phil uncovered from reading all his writings? 25:03 - What are Phil's theories on who Satoshi was? 28:03 - Wh…
 
IN THIS EPISODE, YOU’LL LEARN: 06:42 - Why we have too much debt and not enough growth in the world. 07:36 - Why technology is a massive deflationary. 23:15 - Why we need monetary policies deflation on a global scale 30:22 - Why we won’t have a new Bretton Woods 40:57 - Why and how to invest in businesses that have the best networking effect 1:05:5…
 
IN THIS EPISODE, YOU’LL LEARN: 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording. 05:59 - What Nancy watches to determine if inflation has peaked. 09:42 - Which indicators does Nancy pay the most attention to. 11:08 - How to use the volatility ma…
 
IN THIS EPISODE, YOU’LL LEARN: 01:43 - What is a debt spiral and is the US currently experiencing one? 11:24 - Why are there so many additional treasuries beyond what was expected in the 3rd quarter 2022? 13:30 - What can the FED do from here? 18:52 - What is the Supplementary Leverage Ratio (SLR) and why's it important? 27:59 - Europe this winter …
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - Why inflation will be moderate in the coming years. 08:44 - Why deflation is more likely than hyperinflation. 16:46 - Whether velocity of money is important for inflation. 25:22 - Whether a negative budget balance leads to inflation. 33:38 - How do you include inflation expectations in your retirement portfoli…
 
IN THIS EPISODE, YOU’LL LEARN: 01:10 - What is happening between the energy sector and the Bitcoin mining space? 09:00 - Regulator capture with Ethereum. 13:48 - Has Bitcoin reached a tipping point with energy and mining being interlinked? 24:26 - Blackrock endorsing Bitcoin as ESG compliant. 26:06 - Parker's concerns with ESG in general. 37:49 - T…
 
IN THIS EPISODE, YOU’LL LEARN: 18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament. 25:31 - How history shows us that human behavior around money has never really changed. 30:50 - Why it’s futile to forecast interest rates, but wise to know what’s happened in the past. 42:53 - How the Federal Reserve spark…
 
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