Best Mohnish Pabrai Podcasts (2024)

1
Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024 1:50:06

5h ago1:50:06

1:50:06

Mohnish Pabrai's Interview at My First Million Podcast on April 4, 2024. (00:00:00) - Introduction (00:00:34) - Why entrepreneurs make the best investors (00:03:09) - Buffett's early entrepreneurial adventures (00:08:13) - Buffett's introduction to Ben Graham (00:11:39) - See's Candies (00:17:59) - My entrepreneurial journey (00:30:25) - Entreprene…

1
BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast) 1:20:56

7h ago1:20:56

1:20:56

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 implication…

1
TIP635: Deep Diving Into The Warren Buffett Way w/ Robert Hagstrom 1:14:50

3d ago1:14:50

1:14:50

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…

1
TIP634: Value Investing Fundamentals w/ John Huber 1:02:01

5d ago1:02:01

1:02:01

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 - …

1
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023 27:21

3h ago27:21

27:21

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore Urban on December 24, 2023 (00:00:00) - Introduction (00:00:29) - Cloning Super 30 (00:03:50) - Rule of 72 (00:09:15) - Ultra-high Social Return on Invested Capital (00:17:16) - Integrity in Philanthropy (00:22:38) - Akshaya Patra: The best of the best! The contents of this vi…

1
BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast) 59:31

7d ago59:31

59:31

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 ho…

1
RWH045: Real Success w/ Christopher Tsai 2:23:50

10d ago2:23:50

2:23:50

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 …

1
TIP633 : What I Learned from Chris Mayer w/ Clay Finck 59:03

12d ago59:03

59:03

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 Chri…

1
BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil 54:03

14d ago54:03

54:03

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 J…

1
TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra 1:20:18

17d ago1:20:18

1:20:18

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 T…

1
TIP631: The Bullish Energy Cycle w/ Arvind Sanger 54:43

19d ago54:43

54:43

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…

1
Mohnish Pabrai's Session at The Investor’s Podcast on April 1, 2024 59:14

3h ago59:14

59:14

Mohnish Pabrai's Session at The Investor’s Podcast on April 1, 2024 (00:00:00) - Introduction (00:01:44) - TransTech (00:03:39) - Managing other people’s money (00:08:54) - My journey in investing (00:11:51) - The happiness equation (00:17:12) - Learnings from Buffett; Be a harsh grader (00:22:06) - The importance of truth and candor (00:24:06) - B…

1
BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast) 1:09:40

21d ago1:09:40

1:09:40

Join us for an insightful discussion with Joe Carlasare, American HODL, and Jeff Ross as we delve into the latest in the Bitcoin world. We start with why the ETH ETF isn’t happening anytime soon, Roger Ver's $50M tax dilemma, and analyze the current market setup heading into summer. We also explore the implications of Bitcoin's recent halving, Japa…

1
TIP630: The Wealthy Gardener w/ Kyle Grieve 57:54

24d ago57:54

57:54

On today’s episode, Kyle Grieve discusses the book The Wealthy Gardener. He covers a variety of wealth topics like how to optimize your time to generate wealth, why it’s so important to avoid wage slavery, why you should embrace challenges to live a more fulfilling life, why we must make sacrifices in life whether we pursue wealth or not, why patie…

1
TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve 1:22:47

26d ago1:22:47

1:22:47

On today’s episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:14 - What Clay and Kyle did during the Berkshire weekend in Omaha. 12:57 - Clay and Kyle’s takeaways from the tribute to Charlie Mun…

1
BTC181: The US's Economic Hitman w/ John Perkins 52:39

28d ago52:39

52:39

John Perkins delves into his past as an economic hitman, explaining the mechanisms and impacts of his actions on global economies. He critiques the fiat system and its role in geopolitical strategies and debt creation. Perkins also explores the potential of Bitcoin and decentralized technologies to challenge established economic controls. IN THIS E…

1
TIP628: The Inner Scorecard w/ Mohnish Pabrai 1:08:30

1M ago1:08:30

1:08:30

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 $12.51 vs. $4.72 for the S&P500. In the interview, Mohnish Pabrai discusses his approach to a congruent life. Disclaimer: Stig Brodersen is invested in Pabrai Funds. IN THIS EP…

1
TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve 1:17:45

1M ago1:17:45

1:17:45

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2024. This quarter, they discuss Lululemon. Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prosp…

1
Mohnish Pabrai's Session with MIT's Brass Rat Investments on March 12, 2024 1:02:30

5d ago1:02:30

1:02:30

Mohnish Pabrai's Session with Massachusetts Institute of Technology's Brass Rat Investments on March 12, 2024 (00:00:00) - Introduction (00:02:03) - Berkshire's 12 great decisions in 58 years (00:05:06) - See's Candies vs. Coke (00:11:55) - Burlington Northern Santa Fe Railroad (00:16:54) - The Intrinsic value of a stock (00:20:52) - Learnings from…

1
BTC180: The Current Challenges Bitcoin Faces w/ Max Hillebrand (Bitcoin Podcast) 1:00:16

1M ago1:00:16

1:00:16

Dive deep into Bitcoin's evolution with expert Max Hillebrand. We unravel Mises' action axiom, Hoppe's private property origins, and Rothbard's economic theories. Discover Wasabi Wallet's role in privacy, the potential of Ocean mining, and strategies for Bitcoiners to enhance anonymity. Max also shares his take on Bitcoin's path to ossification and…

1
RWH044: How To Beat The Market w/ Bryan Lawrence 2:09:51

1M ago2:09:51

2:09:51

In this episode, William Green chats with Bryan Lawrence, a highly successful hedge fund manager who runs an investment firm called Oakcliff Capital. Bryan almost never gives interviews, so this is a rare opportunity to hear him speak in depth about the advantages of a concentrated value strategy, how he finds new investments, what 6 questions he a…

1
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon 1:10:51

1M ago1:10:51

1:10:51

On today’s episode, Clay is joined by François Rochon to discuss how he’s managed to vastly outperform the market over the past 30 years. Since he started the Rochon Global Portfolio in 1993, his annual returns net of fees have been 13.6%, versus 9.2% for the benchmark. François’s investment approach is firmly rooted in three principles — patience,…

1
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast) 1:07:36

1M ago1:07:36

1:07:36

Join us as Peter McCormack shares insights on blending Bitcoin with football business. We delve into his club's dual promotions, strategic investor impacts from the Winklevoss twins, and the broader influence on Bedford, including a new Universal Studios park. Learn how Bitcoin plays a role in these developments and discover actionable strategies f…

1
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Kottayam on December 21, 2023 1:04:28

1M ago1:04:28

1:04:28

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Kottayam on December 21, 2023. (00:00:00) - Introduction (00:01:53) - Dakshana scholar: T Ashok Kumar (00:10:49) - The Dakshana model (00:21:17) - Rule of 72 (00:26:05) - Cloning Super 30; Anand Kumar (00:35:05) - Giving back to society (00:37:34) - Be a harsh grader (00:45:15) - Inner …

1
Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore (Rural) on December 24, 2023 51:28

1M ago51:28

51:28

Mohnish Pabrai's Q&A session with Dakshana scholars at the JNV Bangalore (Rural) on December 24, 2023. (00:00:00) - Introduction (00:01:09) - Introduction to Buffett and Power of compounding (00:03:55) - Rule of 72 (00:13:38) - Overcoming challenges at Dakshana (00:21:20) - Caste reservation vs. Income based system (00:30:24) - Handling the global …

1
TIP625: Berkshire Hathaway w/ Chris Bloomstran 1:16:56

2M ago1:16:56

1:16:56

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 11.5% on equities since his fund's inception on 2/28/1999, compared to 7.6% for the S&P500. IN THIS EPISODE YOU’LL LEARN: 00:00 - …

1
TIP624: Studying Financial History w/ Clay Finck 53:56

2M ago53:56

53:56

On today’s episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today’s episode will help shed light on where our world might be heading in light of studyi…

1
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast) 54:47

2M ago54:47

54:47

In our latest episode, we dive deep with Carlos Toriello into how Bitcoin’s OP_Return is pioneering election audits. We discuss transforming election skepticism into Bitcoin advocacy, highlighting Digital Witness's groundbreaking audit of Guatemala’s 2023 elections. Learn about Simple Proof, the OpenTimeStamps Protocol, and how these tools offer ta…

1
Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024 51:04

2M ago51:04

51:04

Mohnish Pabrai’s session with YPO’s Mosaic Chapter on March 20, 2024. (00:00:00) - Introduction (00:02:05) - Friendship with Charlie Munger (00:04:22) - Tom Peters; Humans aren’t good cloners (00:07:39) - Microsoft (00:09:24) - Berkshire's investment in See's Candies (00:11:18) - Charlie was Ben Franklin reincarnated! (00:16:56) - Charlie's influen…

1
TIP623: The Art Of Decision Making w/ Annie Duke 1:10:25

2M ago1:10:25

1:10:25

Kyle Grieve chats with Annie Duke about her own story of quitting and how it helped sparked the idea for one of her books, the importance of base rates in helping us make better decisions, how to improve our investing processes when we have long feedback loops, the importance of using kill criteria to quit an investment or hypothesis, how to use a …

1
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik 1:11:51

2M ago1:11:51

1:11:51

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities, Global Premier Sustainable Equities, and…

1
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast) 59:21

2M ago59:21

59:21

In this episode, Max Kei from Hodl Hodl and Debifi, explores the future of Bitcoin lending and borrowing. From industry insights to Debifi's innovative approach, discover the benefits of Bitcoin collateral, multisig security, and fiat loan expansion. Gain valuable perspectives on navigating risks and seizing opportunities in decentralized finance. …

1
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham 1:05:18

2M ago1:05:18

1:05:18

Kyle Grieve chats with Lawrence Cunningham about Lawrence’s fascination with Warren Buffett and Berkshire Hathaway, why corporate governance is so crucial for shareholders to understand, the power of transparency, accountability, and ethical decision-making, how Warren Buffett created his shareholder letters to create a competitive advantage, a lis…

1
TIP620: The Intelligent Investor by Benjamin Graham 59:56

2M ago59:56

59:56

On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the father of value investing. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:…

1
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast) 1:09:34

2M ago1:09:34

1:09:34

Jim Crider explores Bitcoin's impact on culture, future financial strategies, and the essence of money, highlighting its role in investment vs. speculative cycles, and ETF strategies. He also addresses financial planning with Bitcoin for different life stages, emphasizing the importance of understanding money beyond its face value. IN THIS EPISODE …

1
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve 1:01:55

2M ago1:01:55

1:01:55

In today’s episode, Kyle Grieve discusses the book Cable Cowboy: John Malone and the Rise of the Modern Cable Business. He covers why and how John Malone was such a prodigious creator of value, how he aligned himself with shareholders, how he helped build his monopoly-like business, TCI, how he dealt with competitors and regulators, why he trained …

1
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck 1:26:37

2M ago1:26:37

1:26:37

On today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - How Stig’s portfolio has performed over the past 10 years. 06:29 - Why Stig invested with Mohnish Pabrai. 28:32 - How private inv…

1
BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast) 1:00:01

2M ago1:00:01

1:00:01

Today's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering. IN THIS EPISODE YOU’LL…

1
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson 1:09:24

2M ago1:09:24

1:09:24

Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can ut…

1
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024 46:04

3M ago46:04

46:04

Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024. (00:00:00) - Introduction (00:01:28) - Berkshire's 12 great decisions (00:04:52) - Burlington Northern Railways (00:07:49) - See’s Candies: Berkshire’s big home run! (00:12:48) - Evolution of my investment philosophy (00:16:04) - Berkshire without Charlie (00:20:06…

1
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini 58:59

2M ago58:59

58:59

On today’s episode, Clay is joined by Dr. Robert Cialdini to discuss Charlie Munger’s favorite book – Influence: The Psychology of Persuasion. Dr. Cialdini is a New York Times Best Selling Author of Influence and Pre-Suasion. He is also CEO and President of Influence at Work where they focus on ethical training, corporate keynote program, and the C…

1
BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast) 1:05:19

3M ago1:05:19

1:05:19

Join us as Parker Lewis & Will Cole delve into Bitcoin's role as property or currency, discuss Bill Ackman's views and Saylor's latest buy. We explore Bitcoin payments, the impact of high rates, and the future of digital authentication. This episode is packed with insights on the evolving cryptocurrency landscape and its broader economic implicatio…

1
RWH043: Survive & Thrive w/ Guy Spier: Part 2 1:47:23

2M ago1:47:23

1:47:23

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weakness…

1
RWH042: Survive & Thrive w/ Guy Spier: Part 1 1:12:41

2M ago1:12:41

1:12:41

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This…

1
TIP615: Current Market Conditions w/ Richard Duncan 1:09:42

3M ago1:09:42

1:09:42

On today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more. Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century. Since beginning his career as an equities analyst in Hong Kong in 1986, Rich…

1
Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024 48:53

2M ago48:53

48:53

Mohnish Pabrai's Session at the SumZero Virtual Investor Summit 2024 on February 8, 2024. (00:00:00) - Introduction (00:01:05) - Meta (00:03:59) - Google vs. Microsoft (00:08:17) - Dinner with Bill Gates (00:12:30) - TAV Airport (00:20:23) - Investing in coal; David Einhorn (00:25:23) - Auto OEMs (00:27:15) - Reysas (00:30:14) - 20% Office Vacancy …

1
BTC173: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard (Bitcoin Podcast) 1:05:28

3M ago1:05:28

1:05:28

In this episode, Bitcoin OG Pierre Rochard unpacks the Energy Information Survey's halt, its implications, and the mining community's legal victory. We delve into Pierre's thoughts on Senator Warren's initiative, the collective response, and future steps. The discussion also covers Texas' support, the impact of the upcoming halving event, and Pierr…

1
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck 1:34:16

2M ago1:34:16

1:34:16

Kyle Grieve and co-host Clay Finck dive deep into how human psychology impacts your investment decisions, why even the best investors fall victim to their own biases, strategies to mitigate common mistakes, how to deal with market timing, leverage, and speculation, why you should focus your time on improving patience, simplifying things, and unders…

1
TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve 1:28:03

3M ago1:28:03

1:28:03

On today’s episode, Clay Finck and Kyle Grieve share why they are so passionate about investing in stocks and why they utilize the stock market to help them achieve financial independence. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:41 - How real-life examples of compounding have influenced Clay & Kyle 11:33 - How the stock market has compounded…

1
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast) 1:11:12

3M ago1:11:12

1:11:12

In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue also touches on the Fed's control illusion, CEO stock sales, Bitcoin's …

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