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We Study Billionaires - The Investor’s Podcast Network

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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 150,000,000+ 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...

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Recent Episodes of We Study Billionaires - The Investor’s Podcast Network


TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck

TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck

On today’s episode, Clay dives into the investment approach of billionaire value investor Li Lu.

Li Lu is the Founder and Chairman of Himalaya Capital, a value investing firm where he has been managing its principal fund since 1997. Before his passing in 2023, Charlie Munger was an investor in the fund.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:27 - The back story of Li Lu’s early life.

06:46 - Li Lu’s investment philosophy.

08:28 - The four key investment principles he adheres to.

29...

Episode 890 9 June 2024 53m and 16s


BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast)

BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast)

In this episode of the Bitcoin Fundamentals Podcast, Andy Edstrom and Jesse Myers discuss the recent shift in political attitudes towards Bitcoin, highlighting how being “anti-Bitcoin” has become an election-losing stance. They explore the merging of AI training and Bitcoin mining facilities, examining the potential synergies and future implications for the Bitcoin ecosystem. Join us for an insightful discussion on these pivotal developments.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

12:12 - How major political parties are shifting their stance on Bitcoin.

12:12 - Insights into the current political climat...

Episode 889 5 June 2024 1h, 20m and 56s


TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom

TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom

Kyle Grieve chats with Robert Hagstrom about reflections from Warren Buffett’s early investing mistakes, why GEICO’s insurance float has been setup so perfectly for use by Warren Buffett, why low turnover portfolio’s outperform other options, why looking at stocks as abstractions is such a powerful mental model, how Warren Buffett has made thinking long-term into his own competitive advantage, a detailed history on modern portfolio theory, and why it’s so pervasive today, why investors should focus on certainties in their investing strategy, and a whole lot more!


IN THIS EPISODE YOU’LL L...

Episode 889 2 June 2024 1h, 14m and 50s


TIP634: Value Investing Fundamentals w/ John Huber

TIP634: Value Investing Fundamentals w/ John Huber

On today’s episode, Clay is joined by John Huber to discuss value investing fundamentals and the current market conditions.

John Huber is the Managing Partner of Saber Capital Management, LLC. Saber manages separate accounts as well as a partnership modeled after the original Buffett Partnership fee structure.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:44 - What John would include in his own personal MBA program

07:50 - What base hit investing is.

09:01 - The three sources of returns for a stock.

14:40 - Wh...

Episode 888 31 May 2024 1h, 2m and 1s


BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:03 - The current Fed/Treasury cap on USD and UST yields.

06:03 - Th...

Episode 887 29 May 2024 59m and 31s


RWH045: Real Success w/ Christopher Tsai

RWH045: Real Success w/ Christopher Tsai

In this episode, William Green chats with Christopher Tsai, President & Chief Investment Officer of Tsai Capital. Christopher, who’s beaten the S&P 500 over the last 24 years, explains why Tesla is his biggest position; why investors routinely underestimate the impact of disruptive technologies; why it was so challenging to be the son of America’s first celebrity fund manager; what 3 habits help him most; & what he learned from his famed mentors, Peter Kaufman & Charlie Munger.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:15 - How Christopher Tsai’s family survived war & op...

Episode 886 26 May 2024 2h, 23m and 50s


TIP633 : What I Learned from Chris Mayer w/ Clay Finck

TIP633 : What I Learned from Chris Mayer w/ Clay Finck

On today’s episode, Clay shares the most important lessons he’s learned from Chris Mayer.

Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. 


IN THIS EPISODE YOU’LL LEARN:


00:00 - Intro

05:02 - The potential dangers of cloning.

09:40 - What Clay learned from reading 100 Baggers by Chris Mayer.

26:39 - Common characteristics of 100 Baggers.

32:03 - Lessons from Chris’s lesser-known book — How Do You Know?

49:39 - Chris’s secret to suc...

Episode 885 24 May 2024 59m and 3s


BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil

BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil

Join us on this episode of Bitcoin Fundamentals as we talk with Abubakar Nur Khalil, a distinguished Bitcoin Core Contributor and founder of Recursive Capital. We explore Bitcoin's progress across Africa, discussing regulation, P2P dynamics, and significant developments in Nigeria. We also cover Abubakar's role at Btrust alongside Jack Dorsey and Jay Z, Recursive Capital's mission, and future Bitcoin advancements.


IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:46 - The current state of Bitcoin development in Africa.

06:46 - Insights into Bitcoin regulation and P2P dynamics in Ni...

Episode 884 22 May 2024 54m and 3s


TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation. 


IN THIS EPISODE YOU’LL LEARN:


00:00 - Intro

01:57 - What are the current economic conditions? 

13:37 - Are we entering a world with less disruption?

17:30 - What...

Episode 882 19 May 2024 1h, 20m and 18s


TIP631: The Bullish Energy Cycle w/ Arvind Sanger

TIP631: The Bullish Energy Cycle w/ Arvind Sanger

On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.

Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide. 


IN THIS EPISODE YOU’LL LEARN:


00:00 - Intro

02:21 - How the energy space has developed over the past 30 years.

05:35 - Why energy is inherently cyclical.

11:21 - Arvind’s view on a sensible energy transition.

21...

Episode 881 17 May 2024 54m and 43s

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