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We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

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 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

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Top 10 We Study Billionaires - The Investor’s Podcast Network Episodes

Goodpods has curated a list of the 10 best We Study Billionaires - The Investor’s Podcast Network episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to We Study Billionaires - The Investor’s Podcast Network for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite We Study Billionaires - The Investor’s Podcast Network episode by adding your comments to the episode page.

We Study Billionaires - The Investor’s Podcast Network - Classic 17: Smarter, Faster, Better By Charles Duhigg

Classic 17: Smarter, Faster, Better By Charles Duhigg

We Study Billionaires - The Investor’s Podcast Network

play

06/21/22 • 48 min

IN THIS EPISODE, YOU'LL LEARN:

  • 03:13 - Why control is the key to motivating people.
  • 08:11 - How do you form the best teams?
  • 22:02 - Why GE is setting both SMART goals and strength goals.
  • 29:17 - How to statistically make the best decisions.
  • 41:41 - Ask the Investors: How diversified should I be when my portfolio is my net worth?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm<...

We Study Billionaires - The Investor’s Podcast Network - TIP435: Why the Youngest Billionaire Walked Away from Wall Street w/ John Arnold & Michael Faye
play

04/01/22 • 60 min

Trey Lockerbie chats with a powerhouse duo, billionaire philanthropist, John Arnold and the cofounder of GiveDirectly, Michael Faye. They discuss Billionaire Philanthropy Strategies and much more!

IN THIS EPISODE, YOU'LL LEARN:

  • 02:57 - John's relationship with money and experience with philanthropy.
  • 07:48 - John's experience as an early employee at Enron, becoming the head of their natural gas trading desk. His early career that led him to become the youngest billionaire in the US in 2007.
  • 15:48 - John's journey in founding his own hedge fund.
  • 51:17 - What led Michael to cofound GiveDirectly.
  • 52:44 - How GiveDirectly operates and why it’s important to start your own philanthropy efforts today.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Su...

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We Study Billionaires - The Investor’s Podcast Network - TIP671: Unconventional Value: Contrarian Thinking and Outperformance w/ Larry Connor

TIP671: Unconventional Value: Contrarian Thinking and Outperformance w/ Larry Connor

We Study Billionaires - The Investor’s Podcast Network

play

10/27/24 • 58 min

On today’s episode, Kyle Grieve chats with Larry Connor about why being different is crucial to outperformance, why turning over the most rocks and ruthlessly eliminating opportunities is vital to success, why Larry searches for “train wreck” apartments to optimize, the importance of investing counter-cyclically, how being unconstrained by conventional thinking has propelled his success, the critical importance of being disciplined to your core values, and a whole lot more!

Larry Connor is the founder and managing partner of The Connor Group. He founded the Connor group in 1992 with $400k and one investor to purchase three apartment communities. Today, the business has over 1,300 investors and $5 billion in assets. It operates in 18 markets across the United States. Larry is also the founder of The Connor Group Kids & Community Partners, a non-profit organization that helps disadvantaged kids in communities where The Connor Group operates.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

09:17 - The power of thinking of assets as operating businesses

12:11 - Why process is so essential in the refining process for filtering ideas

15:05 - Why Larry looks to purchase train wreck operations, he can optimize at the highest possible rates

17:51 - How utilizing counter-cyclicality is vital to outperformance

20:36 - Why you should position your business to grow during economic turmoil

21:33 - Why to think of failure as a learning experience and why failing is necessary to have exceptional returns

32:51 - The importance of people, plan, process, and perseverance in the success equation

35:30 - The importance of treating employees as owners and how Larry successfully aligned incentives

39:14 - Why being unconstrained from conventional thinking is so important

44:19 - Why long-term thinking has been so powerful for building conviction during economic downturns and how that long-term thinking has been vital to success

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
  • Follow Larry Connor on LinkedIn.
  • Learn more about Larry Connor here.
  • Follow Kyle on Twitter and LinkedIn.
  • Check out all the books mentioned and discussed in our podcast episodes here.
  • Enjoy ad-free episodes when you subscribe to our Premium Feed.

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We Study Billionaires - The Investor’s Podcast Network - TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

play

12/08/24 • 88 min

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 Evolution is one of them. Hari’s pick, Occidental Petroleum, a stock Buffett has recently added to, and Tobias pitches Alpha Metallurgical Resources, a value stock that Mohnish Pabrai has loaded up on.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:34 - What to make of Berkshire’s $300B+ cash pile

33:16 - Stig’s bull case is for Evolution (Ticker on the Swedish Stock Exchange: EVO)

41:03 - The bear case for Evolution, including why their margins will likely decline

44:02 - Why Hari is bullish on Occidental Petroleum (Ticker on NYSE: OXY)

47:44 - The bear case of Occidental Petroleum, including macro headwinds

56:46 - Why Toby has invested in Alpha Metallurgical Resources (Ticker on NYSE: AMR)

1:06:28 - The bear case for Alpha Metallurgical Resources, including the role of China

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

We Study Billionaires - The Investor’s Podcast Network - TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

We Study Billionaires - The Investor’s Podcast Network

play

08/16/24 • 94 min

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line.

Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon, Costco, and Microsoft. Tune into today’s episode to hear Clay and Kyle’s thoughts on Old Dominion’s business and what the prospective returns might look like going forward.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:14 - What is important to know about Old Dominion’s history going back to the Great Depression?

21:06 - An overview of Old Dominion’s business model and competitive advantages.

21:06 - The development of the LTL trucking industry over the past 20 years.

41:53 - Why Old Dominion Freight Line has similar competitive advantages to Copart.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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We Study Billionaires - The Investor’s Podcast Network - TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson

TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson

We Study Billionaires - The Investor’s Podcast Network

play

06/24/22 • 71 min

IN THIS EPISODE, YOU'LL LEARN:

  • 02:03 - How Vitaliy is thinking through today’s market.
  • 21:06 - When active value investing is too active.
  • 31:50 - How to develop better habits.
  • 40:24 - What Vitaliy has learned from Stoicism.
  • 55:59 - How honing your art and craft is essential for investing and other areas of life.
  • 59:48 - What we can learn from classical composers as well as painters such as Van Gogh.
  • 01:08:34 - The equation for a meaningful life.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Su...

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2 Listeners

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We Study Billionaires - The Investor’s Podcast Network - RWH013: Move Slow, Win Big W/ Thomas Russo

RWH013: Move Slow, Win Big W/ Thomas Russo

We Study Billionaires - The Investor’s Podcast Network

play

09/18/22 • 99 min

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 $430,000 per share.
  • 21:08 - Why Buffett’s team of successors should do fine when Berkshire is in their hands.
  • 27:17 - What Tom learned while working for investment legend Bill Ruane.
  • 38:16 - Why Tom immediately sold Wells Fargo & Altria after realizing they’d lost their way.
  • 48:46 - Why Tom loves brands where consumers believe there’s “no adequate substitute.”
  • 53:39 - Why Tom is bullish about Heineken’s long-term future, even after owning it for 36 years.
  • 01:07:08 - How Tom succeeds by resisting short-term temptations & deferring gratification.
  • 01:16:09 - What Tom failed to understand about Alibaba & the political risks of investing in China.
  • 01:23:11 - How Tom thinks about moral questions like whether it’s okay to own tobacco stocks.
  • 01:25:51 - How innovators like Nestlé & Heineken are helping to combat climate change.
  • 01:35:13 - How Tom’s investment success is fueled by his insatiable curiosity.
  • 01:37:41 - What Tom learned from Charlie Munger about the importance of trusting your gut.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

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We Study Billionaires - The Investor’s Podcast Network - TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki

TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki

We Study Billionaires - The Investor’s Podcast Network

play

10/18/24 • 68 min

On today’s episode, Clay is joined by Derek Pilecki.

Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.0% per annum versus 11.8% for the S&P 500 over the same time period.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:48 - Derek’s experience of launching a financials-focused fund 10 weeks before the collapse of Lehman Brothers.

12:13 - Derek’s advice to aspiring hedge fund managers.

14:30 - How Derek achieved a return of 186% in 2009.

14:30 - What led Derek to purchase General Growth Properties, whose stock increased by 20x in less than one year.

23:25 - Why Warren Buffett likes financial companies, especially the big banks.

27:38 - Why Derek puts his focus on financial companies.

33:36 - How banks can create a sustainable competitive advantage in their market.

36:08 - Why First Citizens Bancshares is Derek’s top position in his fund.

46:44 - An update on the current market conditions for banks.

50:21 - How a high inflation environment would impact banks.

52:53 - Why Derek is long Robinhood.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

We Study Billionaires - The Investor’s Podcast Network - TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen

TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen

We Study Billionaires - The Investor’s Podcast Network

play

07/16/23 • 54 min

Clay Finck chats with Dan Rasmussen about why Japanese equities offer some of the most attractive valuations in the market today, how stretched growth stock valuations are relative to value and much more.

Dan is the Founder and Portfolio Manager of Verdad, which is a global asset management firm that strives to achieve the highest risk-adjusted returns possible through rigorous research and its practical application.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro.

01:45 - Contrarian views of the market Dan holds relative to the rest of the market.

05:14 - Why the US is overvalued relative to international stocks.

09:19 - Historically how undervalued value indices are.

13:27 - Why Dan is bullish on Japan.

13:44 - The value mandate that Japan put in place to try and juice stock market valuations.

24:11 - Dan’s views on Japan’s policy of yield curve control.

24:42 - What’s keeping investors away from Japan’s stock market.

30:57 - What the financial accelerator is and how it relates to the 2023 banking crisis.

36:12 - How equity markets tend to behave after a Fed pause.

36:30 - How high-interest rates are affecting corporate earnings.

51:21 - Dan’s views on the Chaos Kings and their strategy of Crisis Investing.

60:40 - How Verdad’s portfolios are positioned today.

72:21 - What technologies excite Dan in creating a better society for the future.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

We Study Billionaires - The Investor’s Podcast Network - TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer

TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer

We Study Billionaires - The Investor’s Podcast Network

play

04/09/23 • 45 min

On today’s episode, Clay sits down with Chris Mayer to discuss the lessons from his book - 100 Baggers.

Chris is the author of 100 Baggers, and the portfolio manager of Woodlock House Family Capital. Chris’s book was published in 2018, and has quickly become a favorite within the investing community. The book very clearly explains the ingredients needed for a stock to compound and grow to 100 Bagger status, which we discuss during this episode.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:16 - The primary characteristics of companies that reached 100 Bagger status.

07:08 - How Chris views valuation when purchasing high-quality companies.

09:51 - How Chris assesses the durability of a moat.

18:15 - Why stocks are one of the best long-term protections against calamity and chaos.

44:27 - Why Chris prefers to own companies with management teams that own substantial portions of the company’s stock.

35:13 - Why Chris chose to concentrate his fund into only 10 holdings.

37:04 - Chris’s assessment of Constellation Software and why it’s one of his favorite holdings.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

FAQ

How many episodes does We Study Billionaires - The Investor’s Podcast Network have?

We Study Billionaires - The Investor’s Podcast Network currently has 988 episodes available.

What topics does We Study Billionaires - The Investor’s Podcast Network cover?

The podcast is about Investing, Podcasts, Education and Business.

What is the most popular episode on We Study Billionaires - The Investor’s Podcast Network?

The episode title 'Classic 17: Smarter, Faster, Better By Charles Duhigg' is the most popular.

What is the average episode length on We Study Billionaires - The Investor’s Podcast Network?

The average episode length on We Study Billionaires - The Investor’s Podcast Network is 63 minutes.

How often are episodes of We Study Billionaires - The Investor’s Podcast Network released?

Episodes of We Study Billionaires - The Investor’s Podcast Network are typically released every 3 days.

When was the first episode of We Study Billionaires - The Investor’s Podcast Network?

The first episode of We Study Billionaires - The Investor’s Podcast Network was released on Sep 22, 2014.

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Coyal Harrison III

@visitvegasplaces

Nov 18

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