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

In this episode, we discuss the Africa Bitcoin Conference, the passion for Bitcoin and human rights in Africa, and the innovative solutions tackling energy and financial inclusion. Featuring insights from Erik Hersman (Gridless) on energy infrastructure and Charlene Fadirepo on empowering African women through Bitcoin, we uncover how this technology is reshaping lives and creating opportunities for a brighter future.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - Why the Africa Bitcoin Conference was so impactful and community-driven.

10:24 - How Erik Hersman and Gridless are solving the energy challenge in rural African communities.

15:21 - The role of Bitcoin in empowering individuals and advancing human rights.

15:36 - Key partnerships and energy sources powering Bitcoin mining in Africa.

21:40 - Secondary effects of energy infrastructure on local villages.

31:41 - Insights into Charlene Fadirepo’s four laws to leap and their relevance to Africa's Bitcoin transformation.

43:17 - The financial challenges and systemic inequality historically faced by marginalized communities, and how Bitcoin offers a reset.

49:43 - How education and talent in Africa are driving Bitcoin adoption.

51:30 - Practical ways individuals can contribute to Bitcoin’s growth in Africa.

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In today's episode, Stig Brodersen podcasts about his journey into financial freedom. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:45 - Why people overestimate what they can do in a year and underestimate what they can do in a year

05:14 - The tipping point for Stig

08:28 - Why most people don’t want to be financially independent. 

11:58 - Why money can – sort of – buy you happiness

15:55 - How much money one needs to retire

17:00 - How to define financial independence

18:22 - Why you (maybe) need equity to achieve financial independence

21:56 - How to value private businesses 

26:42 - What do you do when you reach your number? What is your why? 

30:47 - Why you should have negotiables and non-negotiables 

33:01 - How to avoid lifestyle creeps

37:34 - Why financial independence is a lonely journey

41:49 - Why the journey is the best part

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

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On today’s episode, Clay is joined by Rob Arnott to discuss the Fundamental Index, the equity risk premium, and where Rob believes we’re at in the value cycle.

Rob Arnott is the founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Executive Committee of the board. Rob is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - What the Fundamental Index is and how it has performed over the past two decades

16:32 - How to calculate the equity risk premium

23:44 - Why short-term forecasts are impossible to project accurately, but long-term forecasts are not

27:50 - Where Rob believes we are in the value cycle

44:03 - Why companies that get removed from the index tend to outperform those that get added

49:21 - How companies get added to the S&P 500

And so much more!

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

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Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:10 - Why total federal receipts over 18% of GDP have historically led to recessions.

11:25 - The connection between stablecoins and T-bill demand, and its influence on Bitcoin adoption.

21:58 - How the Bank of England’s yield curve control impacts Bitcoin’s bullish potential.

23:42 - Luke’s argument for early U.S. dollar devaluation to manage debt-to-GDP ratios.

24:46 - Luke’s perspective on global liquidity trends for 2025.

26:11 - The role of Bitcoin as a marker of U.S. fiscal policy failures.

28:29 - How tariff negotiations could push nations to adopt Bitcoin reserves.

29:35 - Developments in China, Canada, and France, and their potential effects on global finance.

34:26 - Steps for transitioning to a Bitcoin standard in global credit systems.

50:42 - Luke’s strategic approach if advising the U.S. government on managing deficits.

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

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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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In today's episode, Kyle Grieve is joined by co-host William Green, who explores topics like the art of cloning and the nuances required to do it effectively, whether or not contrarianism is a trait that can be learned, the inner workings of Charlie Munger’s incredible mind, and what we can learn from him, how to improve focus while reducing noise in a complex world, the power of simplicity, why quality is so impactful, where successful investors fall on the optimism spectrum, why close-knit communities are so helpful, and much more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:53 - The most important investing concepts to adopt to tilt the odds in your favour in an uncertain world.

10:56 - The keys to becoming an expert cloner to improve your investing and life.

24:46 - Why you should search out win-win relationships.

32:34 - The importance of managing emotions.

32:34 - The three emotions that you should be aware of so you can eliminate them as fast as possible to live a better life.

48:27 - The difficulties of being a contrarian and if contrarianism can be taught.

01:06:41 - Why simplicity is so vital to a winning investing strategy.

01:15:30 - The importance of living with quality in all aspects of life.

01:34:56 - How to navigate the spectrum of optimism and pessimism.

01:43:14 - William’s vital takeaways away from being a part of close-knit communities.

And so much more!

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

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On today’s episode, Clay is joined by Adam Seessel to discuss the developments of Big Tech over the past couple of years. Adam is an investor in Alphabet and Amazon, and in this discussion, he shares his updated thoughts on the two since he published his book, Where the Money Is, back in 2022.

Adam began his investing career doing research for Sanford C. Bernstein, Baron Capital, and Davis Selected Advisors. After these stints, he started his own firm, Gravity Capital Management. Since beginning a track record in the mid-2000’s he’s beaten the S&P 500. He’s been a contributor for financial writing in Barron’s and Fortune.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - Adam’s key realizations as a value investor over the past 20+ years.

13:36 - How the concept of intrinsic value can help anchor us in reality even though it’s just a mental model we use to evaluate businesses.

27:37 - Adam’s updated views on Alphabet and Amazon since he published his book in 2022.

47:40 - Adam’s approach to taking advantage of the AI wave without paying hefty valuations.

54:01 - Why Progressive Insurance is dominating the auto insurance space.

And so much more!

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

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In this episode, Sam Callahan and the host explore key developments in the Bitcoin ecosystem, including BlackRock’s statement on allocation, Marathon Digital’s impressive Bitcoin strategy, and Bitcoin’s positioning as digital gold. The conversation also touches on geopolitical impacts with BRICS, U.S. policies, and Michael Saylor’s vision for Bitcoin's corporate adoption. Additionally, Sam shares insights on health and fitness for a balanced lifestyle.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:25 - Why BlackRock considers a 2% Bitcoin allocation reasonable.

06:14 - How Marathon Digital leads the Bitcoin mining space with 6% of the hashing network.

17:14 - Jerome Powell’s statement on Bitcoin as a competitor to gold.

19:36 - The geopolitical implications of Bitcoin in the context of BRICS and U.S. trade policies.

26:35 - Trump administration's stance on cryptocurrency, with Scott Bessent as Treasury Secretary.

31:30 - The paradox of meme coins like DOGE in the crypto space.

41:16 - Insights from Michael Saylor’s presentation to Microsoft’s board about Bitcoin adoption.

48:32 - Why diet is the key to fitness success, with minimal cardio requirements.

50:20 - The importance of resistance training and viewing carbs as sugar for effective nutrition.

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

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In today's episode, Kyle Grieve is joined by co-host Clay Finck to summarize key learnings from 2024. We chat about the importance of focus and avoiding confusing noise, data that shows how difficult individual stock picks are to succeed in, why you should welcome disconfirming evidence, the impermanence of seemingly impenetrable businesses, how to close feedback loops to ensure investments are on the right track, the importance of being trustworthy and reliable, and much more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:11 - Why investors need to focus on the things that matter and how to avoid spending time on noise.

09:19 - Why investors should be aware of the base rates of success of investing in individual stocks (hint, making money is a lot harder than you think).

25:42 - How you can utilize and search out disconfirming evidence to improve your thinking processes.

29:46 - The impermanence of business success and the importance of updating your thinking when new information becomes available.

33:00 - The three sources of investing returns that drive the performance of a stock.

42:53 - How to use punctuated equilibrium to be active at the correct times and inactive at the proper times.

50:52 - Critical lessons on how to close feedback loops for long-term investors.

1:00:29 - How to utilize the "cone of uncertainty" to signal conviction in great ideas.

1:02:49 - Why a great business can still have times of high uncertainty.

1:07:00 - The importance of being trustworthy and reliable.

And so much more!

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

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On today’s episode, Clay Finck invites Stig Brodersen to discuss current market conditions and one of Stig’s favorite books — Poor Charlie’s Almanack.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:23 - How Stig and Clay think about today’s market.

08:02 - Why we expect the stock market to continue to hit new all-time highs.

08:02 - How Stig is protecting himself against potential inflation going forward.

39:49 - Why Stig re-reads Poor Charlie’s Almanack each year.

49:55 - The psychological biases we need to be mindful of.

01:02:14 - How the endowment effect can be detrimental to our portfolio’s returns.

01:11:45 - How we can apply Munger’s principle of inversion to our lives and our portfolios.

01:27:00 - How you can attend the live events TIP is hosting in Omaha during the Berkshire weekend.

And so much more!

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

BOOKS AND RESOURCES

SPONSORS

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HELP US OUT!

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