The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Episodes
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TIP733: How Warren Buffett Became Warren Buffett
Not summarized yet
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TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel
Good investors have a 10-year track record of outperforming the S&P 500, while great investors achieve this over 20 years.
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BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)
Bitcoin challenges traditional asset valuation models, requiring new frameworks for evaluating investments.
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RWH058: Winning Ways w/ Bill Nygren
Value investing is not dead; it's simply evolving.
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TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik
Rainwater Equity ETF focuses on investing in publicly listed recurring revenue businesses to achieve higher-than-average capital growth.
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BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast)
Fiat currency inflicts significant emotional and psychological costs, leading to disconnection and identity crises.
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TIP730: Richer, Wiser, Happier, Q2 2025 w/ Stig Brodersen & William Green
Life design is about aligning actions with core personal values and balancing the focus between commitment and spontaneity.
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TIP729: Mastering the Capital Cycle
Understanding the capital cycle framework is essential for evaluating investment opportunities.
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BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast)
Bitcoin provides a solution to the problem of digital scarcity, allowing secure transactions without the risk of double-spending.
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TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Microsoft remains a strong investment choice due to its large market cap and established business model, though risks related to its valuation exist.
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TIP727: 7 Powers by Hamilton Helmer
The Seven Powers framework by Hamilton Helmer identifies critical sources of competitive advantage essential for long-term business success.
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BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast)
Bitcoin is not just a speculative asset; it is a crucial risk management tool for the insurance industry.
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TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
Jon Cukierwar emphasizes the importance of independent thinking and thorough research in identifying investment opportunities.
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TIP725: First Principles of Valuation w/ Tim Koller
Creating shareholder value fundamentally relies on generating cash flows that exceed the cost of capital.
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BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast)
The interaction between the Federal Reserve and the U.S. Treasury will have significant implications for monetary policy and fiscal sustainability.
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TIP724: Key Insights From Coca-Cola's Golden Era
Coca-Cola's success is largely attributed to its strong brand recognition, unique taste, economies of scale, and robust distribution networks.
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TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman
Not summarized yet
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BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast)
Jack Mallers introduces 21, a Bitcoin-focused public company aiming to leverage a large Bitcoin treasury and create innovative financial products.
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RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis
Warren Buffett's legacy is characterized by unmatched investment success and a commitment to ethical leadership.
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TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve
Booking Holdings is the world’s largest travel company, with a strong market position primarily in Europe.
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