The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episodes

December 21, 2025RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh
William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure.
00:10:31 - Why investors must go beyond numbers to grasp deep truths about businesses.
00:16:56 - What riding in a Tesla taught him about the awesome experience of quality.
00:21:05 - Why investors should harness intuition & emotions but avoid ego.
00:36:31 - How to succeed by owning resilient businesses & ignoring macro forecasts.
00:39:26 - What qualities made Nima’s mentor, Lou Simpson, an investing legend.
00:49:27 - How Lou taught Nima to avoid noise, distractions & the lure of a flashy office.
00:59:03 - Why Nima’s portfolio is dominated by stocks like AppFolio & Brookfield.
01:13:08 - What he learned from having dinner with Charlie Munger.
01:30:26 - Why we should surrender to uncertainty & should welcome volatility.
01:39:55 - What investors can learn from surfers about the value of self-reliance.
01:41:35 - Why he named his investment firm after a 13th-century Sufi mystic.

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

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

Read Concentrated Investing by Allen Benello, Michael van Biema, Tobias Carlisle.

Read Small is Beautiful & A Guide for the Perplexed by E.F. Schumacher.

Read Jalal ad-Din Muhammad ar-Rumi’s book, The Ultimate Rumi Collection.

Check out William Finnegan’s book Barbarian Days.

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

Follow William Green on ⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Related ⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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2 hr 1 min
December 19, 2025TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:33 - Why stock options often misalign executives and long-term shareholders
00:08:51 - How financial engineering was abused in the 1990s market boom
00:12:45 - How distorted incentives fueled the dot-com bubble
00:27:51 - Why revolutionary technologies don’t guarantee successful investments
00:31:47 - The role Wall Street analysts and the media played in amplifying speculation
00:39:19 - How Enron’s deception exposed systemic failures in governance and oversight
01:11:34 - Clay’s lessons for avoiding hype-driven bubbles in the future

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.

Learn how to join us in Omaha for the Berkshire meeting ⁠here⁠.

Roger Lowenstein’s book: Origins of the Crash.

Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck.

Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠.

Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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1 hr 11 min
December 17, 2025TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney
This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, and the future of simulated realities.
They also touch on AI bias, regulation, and how evolving tech might reshape society, purpose, and connection.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:05:20 - How genetic data is used to create custom supplement plans
00:07:21 - The role of AI in interpreting genetic information
00:16:21 - Why Google's space-based data centers could revolutionize computing
00:19:55 - Technical challenges of Bitcoin mining in orbit
00:24:17 - The implications of space debris and Kessler Syndrome
00:26:11 - How AI is personalizing education through initiatives like "Learn Your Way"
00:30:35 - Pros and cons of VR and humanoid robots in classrooms
00:38:45 - Ethical concerns around AI bias and centralization of regulation
00:54:37 - Advances in haptic touch technology for VR and robotics
00:50:12 - Philosophical questions about simulations, reality, and technology’s impact on society

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

BOOKS AND RESOURCES
Seb’s book: ⁠⁠⁠The Hidden Cost of Money⁠⁠⁠.

X Account: ⁠⁠Seb Bunney⁠⁠.

Related⁠⁠⁠⁠⁠⁠⁠⁠⁠ books⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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1 hr 9 min
December 14, 2025RWH063: Avoid Disaster w/ Howard Marks
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:04:01 - Why Howard Marks aims for “steady excellence,” not shooting the lights out.
00:05:59 - What investors should learn from great (& not-so-great) tennis players.
00:13:13 - How to figure out the right “risk posture” for your investment portfolio.
00:20:12 - How he managed to pull off 5 major market calls in the course of his career.
00:33:24 - What makes Bruce Karsh, his long-time partner, a superb investor.
00:36:52 - How specialization can give you a powerful edge.
00:57:53 - How today’s investment environment resembles the dotcom bubble.
00:54:21 - Why Howard expects most AI companies to “end up worthless.”
00:58:55 - Why he’s deeply wary of investing in Bitcoin & gold.
01:10:46 - Why bonds now strike him as a relatively attractive investment.
01:20:05 - How he reached the pinnacle without sacrificing family, friends or hobbies.

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.

The Complete Collection of Howard Marks’ Memos.

Howard Marks’ book The Most Important Thing Illuminated.

Howard Marks’ book Mastering the Market Cycle.

Charlie Ellis's book Winning the Loser’s Game.

David Swensen's Pioneering Portfolio Management.

Edward Chancellor's Devil Take the Hindmost.

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

Follow William Green on ⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠.

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1 hr 21 min
December 12, 2025TIP776: Stig Brodersen’s Mental Models & Portfolio Update
On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year, and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholders’ weekend.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:05:08 - The mental models that Stig has picked up this year
00:08:47 - Why Stig sold his position in Evolution AB
00:15:50 - Why Stig has continued to add to his new position in Uber
00:43:29 - The bear case for Uber, and what would break his investment thesis
01:04:52 - Stig’s take on the AI race, and where Alphabet fits into the bigger picture
01:25:19 - How our listeners can join us in Omaha during the Berkshire Hathaway shareholders’ weekend

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.

Learn how to join us in Omaha for the Berkshire meeting here.

Read Stig’s letters to We Study Billionaires about his track record.

Mentioned Episode: TIP618: Stig’s Portfolio Performance since 2014.

Mentioned Episode: TIP684: Current Market Conditions & Poor Charlie's Almanack.

Follow Clay on LinkedIn & X.

Follow Stig on LinkedIn.

Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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1 hr 23 min
December 10, 2025BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)
Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuation models, and adoption barriers.
The episode wraps with discussions on energy, AI, and whether Bitcoin's market cycles are evolving toward stability or fresh volatility.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:43 - Why many Bitcoin treasury companies have underperformed or failed
00:03:34 - How MicroStrategy’s debt profile compares to its market cap and cash flow
00:06:59 - The concept of Bitcoin-backed stablecoins and their over-collateralization
00:08:58 - Key solvency risks in stablecoin issuance and Bitcoin securitization
00:14:46 - How valuation frameworks like MNAV apply to Bitcoin treasuries
00:19:26 - Limitations of MicroStrategy stock vs. holding Bitcoin directly
00:26:09 - Why Bitcoin adoption is hindered by complexity and public perception
00:29:18 - Andy’s diversified investment strategy beyond Bitcoin
00:32:45 - How emerging AI and EV technologies intersect with financial trends
00:42:39 - Market cycle insights and predictions for Bitcoin’s future price

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

BOOKS AND RESOURCES
Andy Edstrom’s Book: Why Buy Bitcoin: Investing Today in the Money of Tomorrow.

X Account: Andy Edstrom.

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

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1 hr 1 min
December 07, 2025TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve
Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:00 - How to use the BIN acronym to help you deal with forecasting error
00:14:32 - Four myths in investing (many of which I’ve fallen for)
00:26:15 - Why you must take GAAP numbers on a case-by-case basis due to handicaps of the standard
00:25:07 - How the rise in passive investing is making active investing more challenging
00:33:19 - Why GAAP losers outperform GAAP winners
00:37:14 - Why you should understand the differences between pricing and valuing a business
00:48:39 - Why using assorted multiples will help identify true undervaluations
00:45:50 - How to utilize the rule of 40 in your investing regardless of whether you invest in tech or not
00:49:16 - What to know about the base rates of a public business’s survival
00:58:00 - Why most investments will fail and how to deal with the ones that succeed
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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1 hr 3 min
December 05, 2025TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley
On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:42 - How The Intrinsic Value Portfolio has performed this year
00:18:23 - Why a sizable portion of The Intrinsic Value Portfolio is invested in big tech companies
00:28:41 - How Shawn gets comfortable investing in retail companies
00:43:07 - Why Nike is included in The Intrinsic Value Portfolio
00:49:27 - The best opportunities Shawn sees in today’s market
00:58:16 - Why Shawn is bullish on Adobe despite the collapsing stock price
01:17:23 - Shawn’s estimate of the intrinsic value of Adobe
01:24:19 - Shawn’s process for researching stocks

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

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Mentioned Episode: TIP741: The Intrinsic Value of Uber & Reddit.

Related Episode: TIVP019: Adobe (ADBE): Designing a Creative Empire.

Related Episode: TIVP033: Lululemon (LULU): Still the King of Athleisure?

Follow Clay on LinkedIn & X.

Follow Shawn on LinkedIn & X.

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1 hr 30 min
December 03, 2025TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)
Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy’s role in supporting AGI.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:44 - How Tesla’s FSD 14.2 dramatically improved its autonomous driving performance
00:13:42 - The ethical dilemmas and liability concerns around AI decision-making
00:20:27 - Tesla’s sensor-only approach versus LiDAR-heavy systems like Waymo
00:27:31- The potential of biologically-inspired artificial neurons
00:30:32 - How brain-computer interfaces could revolutionize AI and prosthetics
00:32:28 - The societal risks of tech-enhanced human capabilities
00:36:26 - How AI image generation tools like Google’s Nano Banana Pro are evolving
00:49:37 - Why AI’s energy demands are influencing nuclear power policy
01:00:06 - The risks of AI-induced content homogenization and “AI slop”
01:07:22 - Why some are turning to manual trades to escape AI disruption

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

BOOKS AND RESOURCES
Seb’s book: ⁠⁠The Hidden Cost of Money⁠⁠.

X Account: ⁠Seb Bunney⁠.

Related⁠⁠⁠⁠⁠⁠⁠⁠ books⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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1 hr 14 min
November 30, 2025TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kill criteria, scale, compounding, randomness, and regression to the mean to show how they shape real-world outcomes. He'll also share practical frameworks for improving decision-making, managing uncertainty, and positioning your portfolio to benefit from long-term compounding.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:03:23 - How feedback loops stabilize or reinforce outcomes in investing
00:10:11 - How kill criteria help you make predetermined decisions in a noisy world
00:14:09 - Why the cone of uncertainty is useful for evaluating conviction and position sizing
00:17:33 - How scale changes the behavior, costs, and risks of a growing business
00:25:06 - How algorithms clarify which inputs drive the conclusions you rely on
00:30:20 - How to evaluate a company’s ability to reach critical mass and become self-sustaining
00:35:35 - The hidden forms of compounding that are just as powerful as the visible ones
00:40:02 - Why power laws should influence your portfolio concentration
00:43:12 - How randomness shapes investing outcomes, and how to take advantage of it
00:51:24 - Why regression to the mean matters during periods of strong or weak performance

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.

Buy Thinking in Systems ⁠here⁠.

Buy The Great Mental Models Vol 3: Systems and Mathematics ⁠here⁠.

Buy Quit ⁠here⁠.

Listen to my interview with Annie Duke ⁠here⁠.

Follow Kyle on ⁠⁠⁠X⁠⁠⁠ and ⁠⁠⁠LinkedIn⁠⁠⁠.

Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast.

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Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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1 hr 5 min

About The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

From the publisher's feed

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.