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.
 
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a ...
 
Welcome to the Young Investors Podcast. This show explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.
 
Do you want to learn how to manage your own investments? Are you ready to stop paying investment management fees and start building wealth? The DIY Investing Podcast is dedicated to providing you with the knowledge, skills, and resources you need to be a better investor. Learn how to make investments through the use of fundamental analysis, mental models, and business management insights. Please visit our website and subscribe to our mailing list at DIYInvesting.org for guides, videos, and r ...
 
The Mobile Home Park Investors Podcast is the world’s first podcast dedicated to mobile home park investing. This weekly podcast explains the intricacies of this unique real estate niche and details why an investor would want to own a mobile home park, either directly or through a real estate fund. Current manufactured housing community owners will find this podcast helpful in improving their mobile home park’s operations and profitability. The Podcast is hosted by Jefferson Lilly and Brad J ...
 
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show series
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Bob Iger returning as Disney CEO, Elon Musk allowing Donald Trump back on Twitter, Elizabeth Holmes getting sentenced to 11 years in prison, the Fed hinting at slower rate hikes,…
 
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…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss inflation in the U.S. and UK, the huge collapse of FTX and the latest round of 13F filings! The Young Investors Podcast explores the ideas of Value Investing, ideas that that wer…
 
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…
 
Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock. How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility. You can read this article online he…
 
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…
 
It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright. Our analysis of Uber link: https://contrarianedge.com/our-analysis-of-uber-updated/ You can read this article o…
 
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…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss US, UK and Australia's interest rate hikes, Elon Musk's new changes to Twitter and Uber's earnings. The Young Investors Podcast explores the ideas of Value Investing, ideas that …
 
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 …
 
When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts. If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility. Worse still, we end up taxing future generations to pay f…
 
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…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the Q3 earnings of the 2 big advertising giants Meta and Google. Plus, we check in on inflation in Australia, and chat about Mobileye's new IPO! The Young Investors Podcast explo…
 
Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index. To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed? You can read this article online here: http…
 
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…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this episode we discuss the latest earnings from Tesla and Netflix, and the U.S. and U.K. release their latest inflation data! The Young Investors Podcast explores the ideas of Value Investing, ideas that that …
 
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 interview with Paul Ollinger of the Crazy Money Podcast, Vitaliy and Paul cover a variety of topics touched on in Vitaliy's new book Soul in the Game. From growing up in Russia and emigrating to America, to the ways in which more money won't make you happier, to lessons from the lives of classical composers, and Vitaliy's recent thoughts on…
 
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…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young…
 
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…
 
Vitaliy recently completed his European trip for 2022, and this podcast recounts the tale. Visiting with his daughter Hannah for the first time, Vitaliy shares details of a delightful trip, with a special guest star that endorsed Soul in the Game. You can read this article online here: https://contrarianedge.com/the-trip-to-europe-that-wasnt-about-…
 
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 …
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the RBA's rate hike & falling housing market, the Tesla Optimus Bot, Credit Suisse and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that we…
 
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 special episode from the Stacking Benjamins Podcast, Vitaliy explores his youth in Murmansk, how he was influenced by his mother and father growing up, the role of pain in creativity, and the tenets of Soul in the Game. Enjoy! You can listen to the original interview here: https://www.stackingbenjamins.com/vitaliy-katsenelson-1214/…
 
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