We Study Billionaires - 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 regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life. And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Episodes
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 financial markets and investing newsletter. He aims to bring a value investor’s pe...
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 manager with a higher return and bad values.
27:35 - The role of money vs. hap...
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
08:32 - DIan’s outlook for 2023, especially as it pertains to the ris...
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 Matthew Pines became familiar with Bitcoin.
03:26 - Was the balance of payments b...
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 and invests in listed Indian equities with a long-term, fundamental, an...
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 his fear that Russia’s war in Ukraine could escalate, creating a sy...
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 World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.
IN TH...
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 Silvergate, Signature, and Silicon Valley Bank are different than many other banks...
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 listed Indian equities with a long-term, fundamental, and value-oriented...
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 bankers be elected?
21:09 - Why Lyn is bullish on India and Brazil.
36:...
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 - Graeme’s journey from mathematics to value investing, & expl...
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 will drive a wedge between producers and consumers
31:34 - Preston's 3rd...
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 average annual return of over 34% from 2006 through the end of 2022. If...
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 office is and how it works.
16:53 - The first thing you should focus on when...
Preston Pysh is joined by Bitcoin miner, investor and strategic thinker, Harry Sudock. They talk about the current status of the mining industry and how they're dealing with an all-time high hash rate combined with prices that are still significantly down. Harry shares his thoughts on the ever-changing policy and legal rules around Bitcoin and Bitcoin mining, and much more.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:...
On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
Joel is an incredible long-term investor as he has consistently outperformed the market and currently manages around $70 billion at Fidelity. Peter Lynch, who hired Joel at Fidelity, has described Joel as “one of the great...
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as the newest addition to his portfolio. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Amgen, a value stock with strong downside protection in uncertain times.
IN THIS EPISODE YOU’LL LEARN:
0:00 - Intro
01:24 - Why Hari is bullish on Disney (Ticke...
Trey talks to New York Times bestselling author William Cohan about GE's history, including founder Thomas Edison, Jack Welch's controversial career & successes, Warren Buffett's investment on GE, and much more!
William Cohan's latest book, titled "Power Failure: The Rise and Fall of an American Icon," chronicles the incredible history of General Electric, which was often the largest and most esteemed company in the wor...
There has been a lot of news coverage on Sam Bankman-Fried and the FTX disaster and all the pieces that led to its final meltdown. Mark Goodwin is the writer of the newly released article covering all the ins and outs of this major financial news story. And we cover it all in this episode.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:33 - Mark's thoughts on the cover of the Magazine.
05:35 - The timeline of FTX's f...
On today’s episode, Clay Finck discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain.
Smith started Fundsmith in 2010, and ever since has returned 478% to his investors versus his benchmark returning 256%. He did this using the simple framework of buying good companies, not overpaying, and holding them for the l...
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