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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

We Study Billionaires - The Investor’s Podcast Network

On today’s episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its objective is to compound capital at an above-average rate by investing in publicly listed recurring revenue businesses.

The fund Joseph managed at his previous firm compounded at 16.7% since 2015, versus the S&P 500’s 13.1% over that same time period. It was also the top-performing fund out of 343 in its US Large Cap Core Equity category by Nasdaq eVestment. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:39 - Joseph’s lessons from spending a day with Peter Lynch.

12:09 - Why the active management industry is broken and how Joseph has set out to fix it.

22:12 - Why Bill Miller invested in Joseph’s new ETF.

28:25 - Why recurring revenue is the ultimate business model.

40:11 - Whether any of the Magnificent 7 companies fit into Joseph’s recurring revenue framework.

46:35 - The role that valuation plays in Joseph’s quality investing framework.

55:30 - Joseph’s top stock pick to hold for the next 20 years.

01:03:00 - Why Joseph is attracted to the aerospace aftermarket industry.

01:08:09 - Why Joseph chose the ETF structure over the mutual fund.

01:10:53 - How Joseph determined the appropriate position sizing for his fund.

And so much more!

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

BOOKS AND RESOURCES

 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

 Related Episode: TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik.

 Related Episode: TIP522: Unconventional Wisdom from the Greatest Minds in Investing w/ Joseph Shaposhnik.

 Follow Joseph on LinkedIn & X.

 Follow Clay on ⁠⁠⁠LinkedIn⁠⁠⁠ & ⁠⁠⁠X⁠⁠⁠.

 Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?

 Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠.

 Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:⁠⁠⁠⁠⁠

 SimpleMining

 AnchorWatch

 Human Rights Foundation

 Onramp

 Superhero Leadership

 Unchained

 Vanta

 Shopify

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠! 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://premium.theinvestorspodcast.com/

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN).

12:48 - The bear case for Block and Adyen, including valuation and disruption.

24:22 - Stig’s bull case is for Microsoft (Ticker on NASDAQ: MSFT). 

44:55 - The bear case for Microsoft, including the rich valuation.

56:56 - Why Toby is bullish on Devon Energy (Ticker on NYSE: DVN).

01:05:31 - The bear case of Devon Energy, including the debt level and share issuance. 

01:27:06 - What the TIP Mastermind Community is and how we’re forming meaningful relationships.

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

BOOKS AND RESOURCES

 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠here⁠⁠⁠.

 Join the exclusive ⁠⁠⁠TIP Mastermind Community⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

 Stig Brodersen’s Portfolio and Track record. 

 Listen to Mastermind Discussion Q1, 2025 or watch the video. 

 Listen to Mastermind Discussion Q4, 2024 or watch the video. 

 Listen to Mastermind Discussion Q3, 2024 or watch the video.

 Listen to Mastermind Discussion Q2, 2024 or watch the video.

 Tune in to the Mastermind Discussion Q1, 2024 or watch the video.

 Listen to Mastermind Discussion Q4, 2023 or watch the video.

 Tune in to the Mastermind Discussion Q3, 2023 or watch the video.

 Listen to Mastermind Discussion Q2, 2023 or watch the video.

 Bill Gates’ autobiography, Source Code – read reviews of this book.

 Stig and Preston book review of Paul Allen’s book, Idea Man. 

 Tobias Carlisle's podcast, The Acquirers Podcast.

 Tobias Carlisle's ETF, ZIG.

 Tobias Carlisle's ETF, Deep.

 Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.

 Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com

 Tweet directly to Tobias Carlisle: @Greenbackd.

 Tweet directly to Hari Ramachandra: @harirama.

 Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠here⁠⁠⁠.

 Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠Premium Feed⁠⁠⁠.

NEW TO THE SHOW?

 Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠.

 Check out our ⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠.

 Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠.

 Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠.

 Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠TIP Finance Tool⁠⁠⁠.

 Enjoy exclusive perks from our ⁠⁠⁠favorite Apps and Services⁠⁠⁠.

 Learn how to better start, manage, and grow your business with the ⁠⁠⁠best business podcasts⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠:

 SimpleMining⁠⁠

 ⁠⁠Hardblock⁠⁠

 ⁠⁠AnchorWatch⁠⁠

 ⁠⁠Unchained⁠⁠

 ⁠⁠Human Rights Foundation⁠⁠

 ⁠⁠Onramp⁠⁠

 ⁠⁠Fundrise⁠⁠

 ⁠⁠Vanta⁠⁠

 ⁠⁠Netsuite⁠⁠

 ⁠⁠Shopify

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! 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://premium.theinvestorspodcast.com/

Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-the-ground research process, and how he uncovers overlooked opportunities by combining valuation, quality, and growth.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:02 - Lessons Jon learned working for legend Bob Robotti

07:19 - Why Jon favours high-quality, growing businesses

17:26 - How Jon counters bias when meeting charismatic CEOs

25:50 - Why local investor networks unlock global insights

36:23 - Why Jon prioritizes owners’ earnings over net income

37:41 - The three essential traits Jon demands in investment and what makes an investment a “no-brainer” for Jon

39:47 - Why holding winners is harder than it seems

53:57 - Why Jon leans toward “boring” low-tech businesses

1:00:30 - What traits Jon values most in company leadership

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

BOOKS AND RESOURCES

 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.

 Join the exclusive ⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

 Read Jon’s shareholder letters here.

 Read Jon’s research 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.

NEW TO THE SHOW?

 Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠.

 Check out our ⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠.

 Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠.

 Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.

 Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠.

 Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠.

 Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our sponsors:

 • SimpleMining

 • Hardblock

 • AnchorWatch

 • DeleteMe

 • Fundrise

 • Vanta

 • The Bitcoin Way

 • Unchained

 • CFI Education

 • Onramp

 • Shopify

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠! 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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge

On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizueta, and what Warren Buffett saw that made it one of Berkshire Hathaway’s most legendary investments. Kyle unpacks why Coke’s brand power, global distribution, and intelligent capital allocation have helped it dominate for over a century and why understanding this story can help you spot other life-changing investments.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:03 - What gives Coca-Cola four enduring edges over competitors worldwide.

08:04 - A brief overview of Coca-Cola’s two primary business segments.

09:38 - Why Goizueta’s personality reshaped Coca-Cola’s future in unexpected ways.

11:14 - What makes Coca-Cola’s brand unforgettable across cultures and decades.

25:16 - The unique metric Goizueta used to unlock hidden value.

27:12 - What Warren Buffett saw before betting big on Coca-Cola.

39:40 - A mental model experiment Munger used to gauge Coke’s potential.

48:48 - How inversion revealed Coca-Cola’s moat through Charlie Munger’s lens.

50:03 - The real story behind Coca-Cola’s infamous recipe change.

55:43 - Why Coke’s scale and network keep competition permanently outmatched.

And so much more!

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

BOOKS AND RESOURCES

 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

 Join the exclusive ⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

 Buy I'd Like the World to Buy a Coke here.

 Buy The Warren Buffett Way here.

 Read Charlie Munger’s $2 trillion Coke hypothesis here

 Follow Kyle on ⁠⁠⁠X⁠⁠⁠ 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.

NEW TO THE SHOW?

 Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠.

 Check out our ⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠.

 Follow our official social media accounts: ⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠.

 Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.

 Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠.

 Enjoy exclusive perks from our ⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠.

 Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠:

 SimpleMining

 AnchorWatch

 Human Rights Foundation

 Onramp

 Superhero Leadership

 Unchained

 Vanta

 Shopify

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠! 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://premium.theinvestorspodcast.com/

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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP724: Key Insights From Coca-Cola's Golden Era

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.
06:14 - One mindset shift to sharpen your contrarian investing edge.
07:43 - Three questions that clarify any tough investing decision.
12:54 - How averaging up became Ed’s unfair advantage.
16:14 - The shortcut Ed uses to spot great investments.
18:08 - Earnings, multiples, and perception: the formula behind significant returns.
24:35 - A turnaround playbook for deep value opportunities.
29:36 - Cyclicality decoded: spotting hidden patterns before the crowd.
49:23 - When bad investments still make you a better investor.
59:25 - Ed’s surprising win in a sector everyone hates.
And so much more!

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

BOOKS AND RESOURCES

Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Read Common Stocks and Common Sense here.

Follow Kyle on X 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.

NEW TO THE SHOW?

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Check out our We Study Billionaires Starter Packs.

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

 SimpleMining

 AnchorWatch

 Human Rights Foundation

 Onramp

 Superhero Leadership

 Unchained

 Vanta

 Shopify

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! 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
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
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Learn more about your ad choices. Visit megaphone.fm/adchoices
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TIP710: Common Stocks and Common Sense w/ Kyle Grieve

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 the U.S. economy versus global markets.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
03:06 - Insights into US government spending and economic dependence in 2024.
07:13 - The debate on tariffs and inflation, with a look at Truflation data.
09:27 - Why the dollar’s weakness matters for global markets and liquidity.
10:22 - The role of Bitcoin bonds and what they signal for the crypto market.
11:05 - Why some analysts are bearish on US assets but bullish on global markets.
11:49 - The fiscal challenges facing the US and how they compare to global trends.
17:44 - How the US economy is shifting from MMT-driven policies toward re-privatization.
29:58 - Updates on SAB 121, SBR, and recent regulatory/legal shifts.
35:16 - What the Supplemental Leverage Ratio (SLR) is and why it’s important for banks.
01:03:01 - Major contrarian buy signals for Bitcoin and QQQ based on technical indicators.

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

﻿BOOKS AND RESOURCES

Related Episode: Bitcoin Mastermind 4th Quarter 2024.

American Hodl on Nostr.

Jeff Ross on Nostr.

Joe Carlasare on X (Twitter), Nostr.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

 
NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

 SimpleMining

 AnchorWatch

 Human Rights Foundation

 Onramp

 Superhero Leadership

 Unchained

 Vanta

 Shopify

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
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BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast)

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:
00:00 - Intro
04:31 - How to find calm & clarity in the midst of uncertainty & change.
14:39 - How silence helps to “cleanse” our agitated, cluttered minds. 
19:09 - Why Pico Iyer has stayed at a monastery more than 100 times.
28:02 - Why the greatest luxury comes from craving less, not more. 
31:53 - How he designs his life to maximize freedom & fulfillment.
35:50 - Why he loves Warren Buffett’s idea of living by an inner scorecard.
52:41 - How the greatest investors remind Pico of monks.
01:10:28 - How to create more spaciousness in your own busy life. 
01:18:25 - How to achieve more by doing less & taking time to reflect.
01:23:05 - Why it’s helpful to view investing as a game.
01:51:27 - How Leonard Cohen rebounded after losing almost all his money.
01:51:27 - How to maintain hope—& gratitude—in the face of adversity.
01:57:55 - What Pico has learned from his long friendship with the Dalai Lama.

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.

Pico Iyer’s website.

Pico Iyer's book: Aflame: Learning from Silence.

Pico Iyer's books: The Open Road: The Global Journey of the 14th Dalai Lama.

Henry David Thoreau's book: Walden.

Pico Iyer’s TED talk on The Art of Stillness.

William’s 2023 podcast interview with Pico Iyer.

William’s podcast interview with Daniel Goleman & Tsoknyi Rinpoche.

William’s podcast interview with Brad Stulberg.

William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.

Follow William Green on X.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Check out all the books mentioned and discussed in our podcast episodes here.

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SPONSORS
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RWH055: The Inner Scorecard w/ Pico Iyer

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, Tae interviewed more than one hundred people who were involved in their journey, including Jensen himself, his two co-founders, VC investors, and current senior executives and managers. 

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:14 - The unique culture of Nvidia and how they’re able to prevent office politics from creeping in.
15:20 - Jensen’s intense desire to succeed at all costs.
23:06 - How Nvidia became the only graphics chip company from the 1990s that survived.
30:16 - How Nvidia essentially invented the GPU market.
40:49 - Why Nvidia is winning the AI race.
51:47 - How Jensen Huang has prepared Nvidia to dominate the AI revolution.
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.

Tae’s book: The Nvidia Way.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Follow Tae on X. 

Follow Clay on X. 

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Check out our We Study Billionaires Starter Packs.

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

 ⁠SimpleMining⁠

 ⁠Hardblock⁠

 ⁠AnchorWatch⁠

 ⁠Fundrise⁠

 ⁠DeleteMe⁠

 ⁠CFI Education⁠

 ⁠Vanta⁠

 ⁠The Bitcoin Way⁠

 ⁠Onramp⁠

 ⁠Indeed⁠

 ⁠Shopify⁠

HELP US OUT!
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TIP704: The Nvidia Way w/ Tae Kim

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 instability
04:34 - How Bitcoin’s design ensures individual financial autonomy in a digital world
06:26 - What historical economic patterns suggest about Bitcoin’s resilience
13:47 - The most overlooked factors in Bitcoin valuation and price modeling
18:48 - How stock-to-flow holds up today and alternative valuation frameworks
20:39 - Key metrics for tracking global liquidity and Bitcoin’s role as a store of value
28:38 - The significance of macro liquidity and its effect on Bitcoin’s adoption
31:38 The impact of Layer-2 scaling solutions on Bitcoin’s liquidity
43:44 - How Bitcoin’s fixed supply interacts with the need for liquidity in a digital economy
44:12 - A bold 10-year prediction for Bitcoin’s role in reshaping global finance

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

﻿BOOKS AND RESOURCES

Porkopolis Economics website.

Matthew's X Account.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

 SimpleMining

 AnchorWatch

 Human Rights Foundation

 Onramp

 Superhero Leadership

 Unchained

 Vanta

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

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 rather forget.
01:03:37 - How to attract the right people into your life.
01:17:47 - How to forge relationships inside and outside of the value investing community.
01:34:29 - Why should your default be to help other people, but ironically also to constantly say no.
01:35:58 - What William and Stig have read the last quarter that made them Richer, Wiser, and Happier.

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.

William Green’s book Richer, Wiser, Happier.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q4 2024.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q3 2024.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q1 2024.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q3 2023.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q2 2023.

Stig Brodersen and William Green’s episode on being Richer, Wiser, and Happier, Q1 2023.

William’s interview with Terry Smith.

William’s interview with Arnold Van Den Berg.

William’s interview with Tsoknyi Rinpoche and Daniel Goleman.

Stig and Preston’s episode on The Speed of Trust.

Daniel Goleman’s book, Emotional Intelligence.

David Hawkins’ book, Power Vs. Force.

David Hawkins’ book, The Eye of the I.

Robert M. Pirsig’s Book, Zen and the Art of Motorcycle Maintenance.

Tara Bennett-Goleman’s book, Emotional Alchemy.

Stephen Covey’s book, The Speed of Trust.

Pico Iyer’s book, Aflame.

Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.

Check out our We Study Billionaires Starter Packs.

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS
Support our free podcast by supporting our sponsors:

Hardblock

Found

DeleteMe

Fundrise

CFI Education

Vanta

Shopify

Onramp

TurboTax

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! 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
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TIP703: Richer, Wiser, Happier Q1, 2025 w/ Stig Brodersen & William Green

We Study Billionaires podcast, hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve, is the flagship podcast of The Investor’s Podcast Network, with more than 180 Million downloads.
On the show, they interview and study famous financial billionaires including Warren Buffett, Charlie Munger, Howard Marks, and Bill Gates, and they teach you what they learn and how you can apply their investment strategies in the stock market.
Leverage the lessons we learned from studying billionaires and apply them in your own investing journey. Listen to our weekly episodes below.
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(Trailer) We Study Billionaires by The Investor's Podcast Network

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