We Study Billionaires - The Investor’s Podcast Network - podcast cover

We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Networkwww.theinvestorspodcast.com
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 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve. 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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Episodes

TIP720: Beating the Market: Bolton’s 28-Year Journey

On today’s episode, Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton, revealing how he consistently outperformed the market by combining sentiment analysis, in-depth fundamental research, and a flexible yet disciplined portfolio strategy. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:27 - The traits Bolton observed in the best fund managers. 04:55 - Why incomplete knowledge can be a strength. 06:56 - A simple method for conviction-based portfolio reviews. 11:48 - Wh...

May 09, 20251 hr 8 minEp. 1033

BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast)

This episode explores Bitcoin’s emerging role as a global economic force, from its convergence as money to grid integration, payment tech, and strategic policy shifts. Preston and Parker also spotlight Zaprite's innovations for Bitcoin payments and the broader implications of CBDCs and regulatory changes. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:12 - Key developments in Texas: grid reliability, strategic reserves, and Bitcoin Park 07:12 - How Bitcoin mining can support energy grid reliabil...

May 07, 20251 hr 3 minEp. 1032

TIP719: Investing and Life Lessons w/ Mohnish Pabrai

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical restaurant and together taste new wonderful dishes in investing and life. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:36 - How stock investors can truly think like the owners of the business 10:09 - Which advice would ...

May 04, 20251 hr 19 minEp. 1031

TIP718: Buffett & Munger Unscripted by Alex Morris

In this episode, Clay dives into Buffett and Munger Unscripted by Alex Morris. This book is a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. The episode highlights Warren and Charlie’s most powerful lessons on capital allocation, business quality, temperament, and how to achieve long-term investing success. Whether you're a lifelong Buffett fan or just stepping into the world of value investing, this episode is packed with insights you won’t want ...

May 02, 20251 hr 10 minEp. 1030

BTC232: Bitcoin Allocation in a Changing Monetary Standard w/ Jim Crider (Bitcoin Podcast)

This episode explores how Bitcoin investors can build resilient portfolios, respond to economic slowdowns, and make smarter money and time decisions. Expert insights on real estate trends, estate planning, and hedging strategies round out a comprehensive discussion. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:45 - The sustainability of Bitcoin's rally and long-term price outlooks. 05:35 - Trends in Bitcoiners' real estate investments amid housing illiquidity. 07:43 - How to interpret downgrad...

Apr 30, 20251 hrEp. 1029

TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran

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 compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, compared to 8.2% for the S&P 500. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:45 - The importance of being trusted for Warren Buffett and Chris Bloomstran 18:20 - Why you may want to own a 10-year treasury over the S&P...

Apr 27, 20251 hr 29 minEp. 1028

TIP716: The Power of Customer Obsession: Amazon’s Secret Weapon w/ Kyle Grieve

On today’s episode, Kyle Grieve explores the DNA of Amazon by tracing Jeff Bezos’s early influences, strategic decisions, and relentless focus on customer experience, revealing how a bold vision and founder-led culture built one of the most dominant businesses in history. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:12 - How Bezos’s childhood brilliance helped forged Amazon’s DNA. 03:22 - Why self-reliance helped Bezos repeatedly invent out of failure. 06:02 - How DE Shaw inspired Amazon’s hir...

Apr 25, 20251 hr 12 minEp. 1027

BTC231: Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein (Bitcoin Podcast)

Alex Gladstein unpacks the hidden power dynamics of financial privilege, the shifting terrain of surveillance, and why Bitcoin might be the most unexpected tool in the fight for human rights IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 08:23 - Why self-custody is essential to the philosophical core of financial freedom 13:12 - How grassroots Bitcoin movements are reshaping power dynamics 14:02 - The complex role of social media in Bitcoin advocacy 14:27 - What recent developments are challenging ...

Apr 23, 20251 hr 6 minEp. 1026

RWH056: Calm Amid The Storm w/ Christopher Begg

In this episode, William Green chats with Christopher Begg, an exceptional hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris has also taught for many years at Columbia Business School, where he teaches the prestigious Security Analysis course that Warren Buffett took with Ben Graham in 1951. Here, Chris discusses how to stay calm amid market turmoil; how he identifies great businesses; why Tesla could deliver extraordinary long-term returns; & how he builds a balanced...

Apr 20, 20252 hr 8 minEp. 1025

TIP715: Thinking in Bets by Annie Duke

In this episode, Clay explores the book Thinking in Bets by Annie Duke, a guide to making better decisions under uncertainty. Drawing from her career as a professional poker player, Annie shares how to separate decision quality from outcomes and avoid the trap of “resulting.” Clay also discusses how our brains are wired for certainty, why embracing probabilistic thinking leads to better outcomes, and the value of building a truth-seeking support system. Additionally, he uncovers tools like backc...

Apr 18, 20251 hr 4 minEp. 1024

BTC230: Bitcoin's Political Shift w/ Brian Estes and Perianne Boring (Bitcoin Podcast)

Perianne Boring and Brian Estes join the show to break down today’s most pressing crypto issues—from rising tariffs and DOJ coin audits to the White House Digital Asset Summit. They share insights on the evolving market structure, the future of stablecoin legislation, and how Washington is shaping the next phase of digital finance. Plus, a look at Bitbonds, Thank God For Bitcoin, and the under-the-radar trends that could define the next cycle. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:29 - ...

Apr 16, 20251 hr 7 minEp. 1023

TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve

On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:34 - Why buying an existing business can be a smarter path than starting one from scratch. 11:32 - Profiting from businesses with short-term earnings visibility—and why it matters. 13:0...

Apr 13, 20251 hr 9 minEp. 1022

TIP713: Why Serial Acquirers Outperform w/ Niklas Sävås

On today’s episode, Clay is joined by Niklas Sävås to discuss the business model of serial acquirers. A serial acquirer is a company that grows primarily by repeatedly acquiring other businesses as a core part of its strategy. Over the past two decades, many serial acquirers have proven to be profitable investments in the stock market including Constellation Software and Lifco AB. In this episode, Clay and Niklas break down the most important factors to understanding the business model as invest...

Apr 11, 20251 hr 12 minEp. 1021

BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish

Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:14 - How MAG 7 dynamics differ from MAGA trade policies 04:48 - Insights from the Street on where equities and cryp...

Apr 09, 20251 hr 2 minEp. 1020

TIP712: Advice for My Twenty-Year-Old Self w/ Stig Brodersen

In today's episode, Stig Brodersen shares 20 pieces of advice with his 20-year-old self. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - Why the limits of your language are the limits of your world 06:35 - Why you need to leave your comfort zone 09:05 - Why you can grow from making yourself vulnerable 21:29 - Why you can have anything but not everything 33:29 - Why you should do what you say and say what you do 53:02 - Why you should be intentional with your relationships - but not too much ...

Apr 06, 20251 hr 16 minEp. 1019

TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim

On today’s episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies as well as about anybody. Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:31 - What is Netflix’s moat, and what makes it a great business? 10:45 - How Arif manage...

Apr 04, 20251 hr 27 minEp. 1018

BTC228: Saylor's Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers (Bitcoin Podcast)

Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:58 - What MicroStrategy’s new preferred stock offering means for investors. 04:34 - The implications of MSTR’s free cash flow and interest expense dynamics. 07:23 - A sneak peek at Jesse’s Global Asset Value chart and what it reveals. 10:16 - How Bitcoin continues to shape MicroStrategy’s ba...

Apr 02, 20251 hr 3 minEp. 1017

TIP710: Common Stocks and Common Sense w/ Kyle Grieve

On today’s episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey—like allowing for imprecise valuations and learning from disappointing investments. We’ll also look at the value of investing alongside great investors and acting decisively during market panics. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:00 - Why common stocks offer more than just solid returns...

Mar 30, 20251 hr 14 minEp. 1016

TIP709: The Art of Long-Term Investing w/ François Rochon

On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool’s errand and that stock price volatility is a gift to investors seeking to beat the market. Since Francois started the Rochon Global Portfolio in 1993, he’s compounded capital at 13.6% per year on average net of fees, and the...

Mar 28, 20251 hr 9 minEp. 1015

BTC227: Bitcoin, Taxes, and Smart Estate Planning w/ Jessy Gilger (Bitcoin Podcast)

From ETF debates to home heat mining, Jessy brings deep insights on navigating Bitcoin's evolution, securing your crypto, and building a future with sound strategy and security. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 13:24 - Whether Bitcoin can serve as a reliable retirement asset 22:41 - Practical steps for passing down Bitcoin to future generations 27:32 - How to safely and effectively donate Bitcoin to charity 29:36 - How Bitcoin ETFs are reshaping market dynamics and investor behavior 3...

Mar 26, 202558 minEp. 1014

TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman

On today’s episode, Kyle Grieve chats with Harris Kupperman about his investing strategy based around concentrated bets on macro and events. Harris has decades of market experience and shares his thoughts on why investors have so much difficulty navigating the markets. Harris Kupperman is Praetorian Capital Management LLC's founder and chief investment officer. He focuses on inflecting trends and event-driven strategies. He’s also the author of Kuppy’s Korner, a widely followed investment blog. ...

Mar 23, 20251 hr 19 minEp. 1013

TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck

In this episode, Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM). Founded by Wall Street’s brightest minds, including Nobel Prize-winning economists, LTCM generated astronomical returns using complex mathematical models and extreme leverage—until a financial crisis in 1998 exposed its fatal flaws. Clay also discusses the dangers of overconfidence, the illusion of diversification, and why excessive leverage can b...

Mar 21, 20251 hr 21 minEp. 1011

BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast)

In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Ratio (SLR). They also discuss whether tariffs are truly inflationary, MMT’s consequences, and the shift toward re-privatization. Finally, they cover contrarian buy signals for Bitcoin and QQQ, and the broader outlook for th...

Mar 19, 20251 hr 17 minEp. 1010

RWH055: The Inner Scorecard w/ Pico Iyer

In this episode, William Green welcomes back Pico Iyer, one of his all-time favorite guests. Pico is a famed author & speaker whose TED talks have been viewed about 12 million times. Here, he discusses his new book, “Aflame,” which explores how to find peace of mind, happiness & clarity amid extreme uncertainty & accelerating change. This episode is a masterclass on creating a richer, wiser, happier life while living by what Warren Buffett calls an inner scorecard. IN THIS EPISODE YOU’LL LEARN: ...

Mar 16, 20252 hr 17 minEp. 1009

TIP706: The Founder's Mindset w/ Cristiano Souza

On today’s episode, Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business. Cristiano Souza is the founder of Zeno Equity Partners, a firm he started in 2022 after spending 28 years at Dynamo. From 1994 through 2015, he was on the team that managed the Dynamo Cougar fund, which invested in high-quality equities in Brazil. During that time, the fund compounded at 24% per year in US dollar terms. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:3...

Mar 14, 20251 hr 10 minEp. 1008

BTC225: Bitcoin Revolutionizing Renewable Energy w/ Daniel Batten (Bitcoin Podcast)

In this episode, Daniel Batten discusses how Bitcoin is driving advancements in renewable energy, the decentralization of global hash rates and mining pools, and the rise of heat reuse technology. Together with Preston, they explore innovations in mining, the potential of zinc recycling and methane capture, the intersection of AI and Bitcoin, and the growing energy demands of the industry. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:35 - Innovations in the mining industry, including zinc recy...

Mar 12, 20251 hr 2 minEp. 1007

TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk

On today’s episode, Kyle Grieve chats with Adam Wilk about the powers of incremental improvement, what he learned as an NBA scout about finding hidden value, why making the investing process more labour intensive has led to outperformance, the hidden difficulties of identifying quality in small-cap stocks, how to utilize aspects of special situation investments to find hidden compounders, the shared qualities found in Adam’s best investments, and a whole lot more! Adam Wilk is the Founder and Po...

Mar 09, 20251 hr 19 minEp. 1006

TIP704: The Nvidia Way w/ Tae Kim

On today’s episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative-AI revolution, and demand is insatiable. Since the IPO in 1999, shares of Nvidia are up by 285,000%, which is a compounded return of 37% per year. Tae Kim is a senior technology writer at Barron’s. To uncover Nvidia’s brilliant story...

Mar 07, 20251 hr 11 minEp. 1005

BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast)

In this episode, Preston and Matthew dive deep into Bitcoin’s design, its ability to protect financial autonomy, and the macroeconomic trends shaping its value. Matthew breaks down Bitcoin price models, stock-to-flow analysis, and the role of global liquidity. They also explore the impact of Layer-2 solutions and make bold predictions about Bitcoin’s future in global finance. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:47 - Why Bitcoin serves as an "escape hatch" from centralized financial in...

Mar 05, 20251 hr 2 minEp. 1004

TIP703: Richer, Wiser, Happier Q1, 2025 w/ Stig Brodersen & William Green

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” In their quest for meaningful relationships and being the best version of themselves, they discuss what has made them Richer, Wiser, or Happier in the past quarter. You’re invited to join them on their journey. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:51 - What makes you go weak and go strong. 01:51 - Why emotions can be real but not true. 22:03 - How to let go of experiences you would...

Mar 02, 20252 hr 10 minEp. 1003
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