February 22, 2026

RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green

1 hour 30 minutes

William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful lessons on resilience from Bill Miller & Epictetus.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:04:31 - How investing legend Howard Marks views the euphoria over AI

00:11:10 - What potential mistakes he warns against in this environment

00:13:23 - What essential lessons William Green has learned from Howard

00:23:00 - How Howard keeps an even keel amid extreme uncertainty

00:26:09 - Why Howard, like Einstein, doesn’t think much about the future

00:34:19 - Why investing early & not “tampering” is the key to success

00:38:39 - How Nima Shayegh looks beyond numbers to find great stocks

00:44:19 - How to harness intuition & emotion in the investment process

00:49:13 - How products from Tesla & Amazon inspire “blown-awayness”

00:57:10 - What Nima learned from his famed mentor, Lou Simpson

01:04:38 - How Lou’s success was built on humility

01:19:55 - How Lou & Nima inspire William’s yearning for a spacious life

01:23:56 - How to handle suffering with help from Bill Miller & Epictetus

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.

Inquire about William Green’s ⁠⁠⁠⁠⁠⁠Richer, Wiser, Happier Masterclass⁠⁠⁠⁠⁠⁠.

Howard Marks’ Memos: The Complete Collection.

Edward Chancellor's Devil Take the Hindmost.

Allen Benello, Michael van Biema, Tobias Carlisle's

⁠Concentrated Investing.⁠

William Green’s podcast interview with Howard Marks.

William Green’s podcast interview with Nima Shayegh.

William Green’s book, ⁠⁠Richer, Wiser, Happier⁠⁠.

Follow William Green on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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