show episodes
 
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 85,000,000+ downloads.
 
Silicon Valley by The Investor's Podcast Network is hosted by Shawn Flynn. It is an in-depth look into the workings of companies based in Silicon Valley. It delves into up-and-coming startups, established giants and the views of people who are making a mark in the technology scene in Silicon Valley.
 
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show series
 
IN THIS EPISODE, YOU’LL LEARN: How Sven sees the current macro set-up. Will the central banks keep tightening until something breaks? What will the next round of stimulus look like from a size standpoint? Why have the rates come up so quickly and is that the reason why nothing has broken yet? Sven's thoughts on technical analysis. Why did Sven chan…
 
IN THIS EPISODE, YOU’LL LEARN: 01:11 - What is the cause and effects of falling empires and debasement of currencies. 11:09 - Why the hardest money does not always win. 17:08 - The problem with commodity money. 24:21 - The relationship between fiat currencies and warfare. 30:49 - What the Tiffin dilemma is, and how it’s relevant today. 37:52 - Why …
 
IN THIS EPISODE, YOU’LL LEARN: 02:00 - The 4 horsemen of the investing apocalypse, according to Jim. 12:01 - How and why certain factors change over time. 18:27 - The best approach to using discounted cash flow models. 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators. 59:30 - How Jim built OSAM a…
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - What in the world is happening with the Japanese Yield Curve Control? 15:12 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius). 27:57 - Frequencies of settlement. 32:07 - Are monetary policy-makers wagging the tail of politicians? 34:07 - At what speed is this current cycle going to play out? 35:29 …
 
IN THIS EPISODE, YOU’LL LEARN: 01:35 - Sam Walton’s 10 pieces of advice for building a successful business. 05:35 - What Amazon learned from Walmart. 28:29 - Why it is a big problem if your team is not complaining. 38:43 - Ask the Investors: Are Warren and Charlie the competitive advantage of Berkshire Hathaway? *Disclaimer: Slight timestamp discre…
 
IN THIS EPISODE, YOU'LL LEARN: 10:14 - How he pioneered the idea of behavioral finance by living it. 12:32 - The highlights of Sir John Templeton’s career. 35:00 - What led John to become Sir John. 38:20 - How Lauren’s fund has evolved since it was first funded by Sir John. 52:42 - Lauren’s thoughts on nature vs nurture, having grown up in a family…
 
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 class…
 
IN THIS EPISODE, YOU’LL LEARN: 01:20 - How Pablo found Bitcoin after two decades as a software developer. 07:15 - Jack Dorsey's Web 5 announcement - what is it? 08:32 - A deep dive into decentralized identity and data storage over the lightning network. 28:36 - What his general thoughts are on the lightning network. 36:57 - What are some of the big…
 
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…
 
IN THIS EPISODE, YOU'LL LEARN: 01:30 - What Kalshi is and why it’s a very unique company. 02:36 - How events trading works. 03:18 - What it took to get Kalshi approved by the Commodity Futures Trading Commission (or CFTC) - the first company of its kind to do so. 42:57 - Why Billionaire Charles Schwab personally invested in the company. 53:01 - Why…
 
IN THIS EPISODE, YOU'LL LEARN: 02:14 - What the Eurodollar is exactly. 06:32 - What the Petrodollar is and why Jeffrey thinks it’s illusory. 13:59 - How the global monetary system actually works, according to Jeffrey’s research. 38:00 - Why the Russian Ruble is rising, despite being cut off from the swift system. 42:19 - Why the dollar continues to…
 
IN THIS EPISODE, YOU’LL LEARN: 02:23 - How Tyler worked on some of the digital asset laws in Wyoming. 05:34 - How did some of those laws in Wyoming work their way into the federal bill? 15:29 - What were some of the objectives of the Bill to keep it focused on the right areas? 16:55 - Why Proof of Work and Proof of Stake is not discussed in the Bil…
 
IN THIS EPISODE, YOU’LL LEARN 00:02:41 - How an introduction from Warren Buffett led to Mohnish’s friendship with Charlie Munger. 00:04:46 - What it’s been like to hang out with Charlie over the last 14 years. 00:15:45 - How Warren and Charlie have succeeded by being voracious “learning machines.” 00:18:59 - How Warren and Charlie differ from each …
 
IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - When to consider alternative investments like real estate or small busin…
 
IN THIS EPISODE, YOU'LL LEARN: 01:45 - What levels indicate a crisis. 12:00 - How to use the High Yield Spread as an indicator and why it works. 16:34 - Why you should reconsider using a discounted cash flow model. 29:46 - Verdad's four-quadrant approach. 35:20 - How to mitigate confirmation bias while using a quantitative approach. And a whole lot…
 
IN THIS EPISODE, YOU’LL LEARN: 02:43 - What it was like to start up Bitcoin Beach. 06:16 - What Mike's distribution plan and onboarding were like for getting people to use Bitcoin? 10:01 - Mike's opinion on the international Bitcoin summit for central bankers in El Salvador. 15:11 - What was the most interesting takeaway from the summit? 17:55 - Wh…
 
IN THIS EPISODE, YOU’LL LEARN: 0:40 - Who is Phil Knight? 7:16 - What is the story behind Nike? 13:38 - What led to Nike’s success? 31:24 - What made Phil Knight a billionaire? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Read our free executive summary of the book, Shoe Dog. Phil Kn…
 
IN THIS EPISODE, YOU'LL LEARN: 01:12 - Why Tobias Carlisle rang the bell on the NYSE. 05:01 - Why the stock market still looks expensive. 12:20 - Why the stock market is moving the way it does. 17:27 - How to invest in a world with higher interest rates. 27:21 - How deep value performs in bear markets. *Disclaimer: Slight timestamp discrepancies ma…
 
IN THIS EPISODE, YOU'LL LEARN: 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of. 10:45 - A breakdown of his disciplined value investing approach. 18:59 - Why you should care or even reconsider high dividend stocks. 28:22 - Why value factor companies are expected to outperform in the near term. 43:23 - …
 
IN THIS EPISODE, YOU’LL LEARN: 01:05 - From a macro standpoint, what surprises them the most? 04:51 - What is happening in the Credit Default Swap market? 04:51 - Why are the CDS prices in Japan not so bad considering how much Yield Curve Control has been implemented? 14:40 - Why is Fidelity so involved in Bitcoin and why is it so important? 29:40 …
 
IN THIS EPISODE, YOU’LL LEARN: 05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about? 08:39 - What can all value investors learn from reading William Green’s book? 47:24 - Ask The Investors: Can you be successful by investing according to a formula? BOOKS AND RESOURCES William Green’s book, The Great Minds of Inves…
 
IN THIS EPISODE, YOU'LL LEARN: 03:53- Where the markets might be heading. 12:36 - Elon’s latest update on his Twitter takeover. 32:54 - Why alternative energy should be the main focus for climate innovation. 39:05 - Field Trip’s business model. 43:22 - General information about how psychedelics are being used for medical treatment. and much more! *…
 
IN THIS EPISODE, YOU'LL LEARN: 06:48 - How Ed Thorpe influenced Bill Gross in the early days. 04:49 - How Bill pioneered a market for trading bonds. 09:23 - How Bill founded Pimco and the famous Total Market return fund. 21:41 - How they successfully navigated the GFC and established an abnormal relationship with the government along the way. 31:44…
 
IN THIS EPISODE, YOU’LL LEARN: 01:47 - How Bitcoin first got into Shaun's life as an energy executive. 07:48 - What was the reaction of most energy company executives that are learning about Bitcoin? 12:16 - How fast is Bitcoin being adopted into the grid's infrastructure? 14:08 - How does Bitcoin impact the bottom line for energy companies? 14:08 …
 
IN THIS EPISODE, YOU’LL LEARN: 00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks. 00:08:19 - Why this period has been “extraordinarily painful” for Miller and many of his peers. 00:08:54 - Why war, inflation, and rising interest rates mean we’re in a new investment environment. 00:15:06 - Why he believes the …
 
IN THIS EPISODE, YOU'LL LEARN: 01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ) 17:42 - Why Hari wants to invest in Meta (Ticker: FB) 38:41 - Why Stig has decided to invest with Mohnish Pabrai *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Mastermind Discussion Q1 2022. Masterm…
 
IN THIS EPISODE, YOU'LL LEARN: 09:55 - Why it’ll be best to hold US assets over time. 15:51 - Why is the Japanese Yen reaching 40-year lows? 23:01 - How high energy costs exacerbate the issue. 29:57 - Why the stagflation playing out today is the worst-case scenario. 50:31 - The performance of silver and gold. 1:00:14 - What is causing the dollar to…
 
IN THIS EPISODE, YOU’LL LEARN: 01:42 - The FED's Soft Landing. 09:10 - The Luna Stable Coin melt-down. 23:20 - What's happening in the bond market? 49:26 - Whether the stock market is due for a correction or not. 53:56 - What's happening in China? 01:00:50 - Regulation coming out of the Luna situation. 01:16:09 - What it will take for the SEC to ap…
 
IN THIS EPISODE, YOU’LL LEARN: 07:59 - If new investors should build their portfolio around small cap stocks. 13:55 - Why there is more to it than just picking companies you understand. 22:34 - How to identify a stock pick that has pricing power. 27:26 - A rather untraditional approach to identifying good stocks. 36:05 - Ask The Investors: Should a…
 
IN THIS EPISODE, YOU'LL LEARN: 01:35 - How to compete in competitive real estate markets and why conservative underwriting is necessary for longevity. 08:08 - Ways to reduce your tax bill by investing in CRE. 09:30 - Who CRE firms and funds go to for debt financing and what the debt structure can be for large real estate firms. 12:02 - How real est…
 
IN THIS EPISODE, YOU'LL LEARN: 01:49 - Overconfidence 08:43 - Anchoring 11:18 - Endowment Effect 24:25 - Base-rate neglect and Recency bias 33:01 - Social Proof 48:30 - Scarcity And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Silver Ring Value Partners Website. Beh…
 
IN THIS EPISODE, YOU’LL LEARN: 00:03:09 - What Gigi is most excited about for 2022. 00:04:46 - What causes people to see Bitcoin from the bottom-up. 00:13:28 - What are all the things that Bitcoin is doing simultaneously. 00:17:15 How Bitcoin solves time stamping. 00:23:38 - What is under appreciated in the Bitcoin space right now. 00:21:26 - What …
 
IN THIS EPISODE, YOU’LL LEARN 00:05:14 - How a teenage girl saved Arnold Van Den Berg’s life during the Holocaust. 00:08:54 - How he learned to live a life guided by principles and the search for truth. 00:24:51 - What his father taught him about the extraordinary power of the mind. 00:42:37 - How Arnold transformed his body and mind to become a ch…
 
IN THIS EPISODE, YOU'LL LEARN: 03:20 - The biggest takeaways from the meeting. 17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022. 34:15 - Berkshire Hathaway and their plans for share buyback. 41:01 - Warren Buffett’s view of inflation. 1:03:15 - Warren Buffett’s experiences of changing his opinion. 1:16:33 - Warren Buffett's l…
 
IN THIS EPISODE, YOU'LL LEARN: 01:41 - Current risks posed by supply chain disruption and food shortages. 05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba. 14:39 - Why the most contrarian bet today is too short commodities. 13:17 - The recent fall of Netflix and how other tech stocks might follow suit. 27:12 - How …
 
IN THIS EPISODE, YOU’LL LEARN: 01:43 - Bill's overall thoughts on the current market conditions. 09:31 - How Bill and his father first found Bitcoin. 12:16 - Why Bill found Bitcoin to be an asymmetric investment. 18:54 - Margin and investing. 21:18 - Thoughts on Musk buying Twitter. 23:35 - Bitcoin vs Crypto. 28:49 - Concentrated investing and why …
 
IN THIS EPISODE, YOU’LL LEARN: 02:38 - Why Security Analysis is one of Warren Buffett’s three favorite books. 11:49 - Real case studies where Warren Buffett has directly applied skills acquired from Security Analysis. 13:05 - The highlights for each of the 7 major parts in Security Analysis. 30:08 - The difference in opinion between Benjamin Graham…
 
IN THIS EPISODE, YOU'LL LEARN: 07:16 - How hedge funds and endowments have changed over the last 20 years. 10:58 - The biggest misconceptions regarding endowment funds. 20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving. 28:45 - Why Ted has abandoned his SPAC strategy. 44:54 - How endowments think throu…
 
IN THIS EPISODE, YOU'LL LEARN: 09:47 - The story of how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake. 15:04 - How he could have made hundreds of billions more had he simply invested in insurance. 20:49 - His position in Conocophillips that resulted in a loss and how even through al…
 
IN THIS EPISODE, YOU’LL LEARN: 02:31 - What attracted Morgen into finance. 05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted? 17:52 - What are the issues most financial advisors have with Bitcoin? 24:46 - Why do most financial advisors say "crypto" not Bitcoin? 31:06 - How do elderly people that are dependent on a fixed in…
 
IN THIS EPISODE, YOU’LL LEARN 00:09:21 - Why it’s so valuable to build unscheduled “day-dreaming time” into your day. 00:13:17 - Why it’s a competitive advantage to be a generalist in a world of specialists. 00:18:29 - What 42 years as a professor have taught Aswath about how to communicate. 00:31:14 - Why he’s intensely skeptical about the ESG mov…
 
IN THIS EPISODE, YOU'LL LEARN: 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said. 04:53 - What is Mohnish Pabrai’s driver for being an asset manager? 07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation. 13:47 - Is it an advantage to spend money on research tools. 14:44 - Mohnish Pabrai’s natural biases. 24:16 - What to look for…
 
IN THIS EPISODE, YOU'LL LEARN: 01:26 - The best investment Peter has ever made. 04:01 - What the inverted yield curve is telling us. 06:14 - The unfolding events in Ukraine and Russia and how they could affect the markets. 21:09 - Peter's thoughts on housing, bitcoin, and annuities. 44:52 - Some of the biggest mistakes investors make. 48:18 - How t…
 
IN THIS EPISODE, YOU’LL LEARN: 01:29 - Eric’s thoughts on the Bitcoin Miami conference. 03:50 - Eric’s overview of the world economy. 07:12 - Eric’s background in finance and how he found Bitcoin. 24:51 - What are the common questions he hears from high net worth individuals about Bitcoin? 28:14 - How he introduced Bitcoin to Michael Saylor. 47:28 …
 
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Why The Intelligent Investor is Warren Buffett’s favorite book. 07:51 - When and how you should conduct active and passive investing. 13:26 - Why inflation is perhaps the most overlooked macro investing metric. 20:13 - Why Warren Buffett thinks that Chapters 8 and 20 are the two most important chapters of The …
 
IN THIS EPISODE, YOU'LL LEARN: 01:06 - What is the investment strategy of Oakcliff Strategy? 05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications. 16:13 - How does Bryan Lawrence generate investment ideas. 29:37 - How outperforming the market still requires you to underperform t…
 
IN THIS EPISODE, YOU'LL LEARN: 01:25 - Why you actually might not want to max out your 401k. 09:13 - Why you shouldn’t try to “buy the dip.” 20:24 - Why you probably shouldn’t pick stocks. 27:35 - Nick’s case for bonds in today’s economy. 30:12 - How to buy during a crisis. 35:40 - Three reasons you should consider selling a position. 43:05 - Why e…
 
IN THIS EPISODE, YOU’LL LEARN: 01:52 - Jason’s thoughts about Miami 2022. 04:29 - What the newest executive order from the White House meant for Bitcoin. 13:22 - Jason’s thoughts on CBDC. 29:08 - How the executive order is researching systemic risk to the economy. 33:20 - How the executive order is researching the illicit transactions. 36:26 - What…
 
IN THIS EPISODE, YOU’LL LEARN: 00:02:27 - What Jason Zweig learned from his father, the wisest person he’s ever known. 00:20:31 - Why investors shouldn’t trust what brokers and financial advisers are selling them. 00:36:34 - How success is shaped by weird moments of random chance as well as skill. 00:38:54 - What Warren Buffett said when Jason aske…
 
IN THIS EPISODE, YOU'LL LEARN: 01:28 - How is the S&P500 currently values. 05:43 - Whether investors still dollar cost average into the S&P500. 17:53 - How much of the S&P500 return has come from the big five tech companies. 23:29 - What can and more importantly, can’t you read from the 13F filings. 32:51 - Was Berkshire Hathaway’s acquisition of A…
 
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