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

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:04 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT).

13:23 - The bear case for Virtu, including a discussion of whether their service is superior.

24:44 - Why Hari is bullish on Nintendo (Ticker on the Japanese Stock Exchange: 7974).

26:19 - The bear case of Nintendo, including their valuation. 

43:14 - Stig’s bull case is for Betsson (Ticker on the Swedish Stock Exchange: BETS). 

55:56 - The bear case for Betsson, including their exposure to Turkey.

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 Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian-inspired items.

Since the IPO in 1993, shares of Hermès have compounded at 20.6% (excluding dividends), while the S&P 500 had a total return of just 10.4%. 

Shree Viswanathan is the founder and portfolio manager of SVN Capital.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:38 - A business overview of Hermès.

10:28 - Examples of Hermès thinking exceptionally long-term in their business strategy.

30:16 - The attempted takeover of Bernard Arnault.

37:59 - The strength of Hermès’ moat.

56:01 - The growth opportunities ahead for Hermès and the luxury industry more broadly.

01:03:22 - How Hermès approaches capital allocation.

01:14:15 - Shree’s thoughts on Hermès’ valuation.

01:29:51 - Risks that investors should monitor for Hermès.

And so much more!

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

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This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting as a hedge against inflation, and the potential of Bitcoin-backed loans.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:08 - How rising inflation impacts real estate, particularly in city centers.

03:12 - The effect of higher inflation on CAPEX and operational expenses for developers.

05:08 - Key reasons for the markdown of commercial real estate and its potential evolution.

08:42 - Predictions for rental rates vs. ownership rates in a high-interest environment.

13:15 - Regional variations in real estate pricing and how they affect investment strategies.

19:35 - How Bitcoin can serve as a hedge against inflation in real estate development.

27:38 - The potential for Bitcoin to protect against property confiscation.

33:59 - The benefits of using Bitcoin as collateral versus traditional assets.

34:22 - How Bitcoin-backed loans differ in terms of risk and structure from traditional real estate financing.

45:40 - The future of Bitcoin as a standard asset class for real estate collateral.

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On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the significant differences in analyzing large and small businesses, how to treat stock tips with caution to avoid risky investments, why separating your investments into subtypes can be a helpful investing tool, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:44 - Why investing in things that you understand well is still such a big competitive advantage in investing.

04:59 - The vital interplay between fundamentals, momentum, value, and price.

11:18 - How to succeed in investing while being dead wrong 40% of the time.

16:12 - Why market timing is one of the quickest ways to decrease returns.

18:18 - The crucial connection of contrarianism and patience that Peter says makes a successful investor.

21:05 - The significant differences in analyzing small businesses compared to larger businesses.

31:34 - Why you should look to market pricing to find great opportunities and not to assess performance.

32:45 - How you should treat stock tips.

37:05 - 13 unconventional characteristics of outstanding investments.

52:51 - Lynch's six investment types, and why delineating them was important.

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 shares the most important lessons he’s learned from Morgan Housel.

Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:24 - Why the best story wins.

09:35 - Why the biggest risk is the one nobody sees coming. 

23:03 - The seduction of pessimism and why it pays to be an optimist.

27:18 - The importance of understanding ‘enough’.

44:42 - The importance of patience and investing with a long time horizon.

52:34 - The impact of debt. 

And so much more!

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

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In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion covers key topics such as risk management, the role of stablecoins, peer-to-peer lending versus traditional finance, and the future of Bitcoin in institutional portfolios. Max and Pascal share their perspectives on the barriers to institutional adoption, the evolving regulatory environment, and the innovations shaping the future of Bitcoin lending and borrowing platforms.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

09:47 - How Bitcoin’s 24/7 liquidity and decentralized nature make it the most pristine collateral for lending and borrowing.

16:59 - The impact of Bitcoin’s deep liquidity on risk management strategies for institutions.

20:45 - The challenges and opportunities for institutions in adopting Bitcoin compared to traditional assets.

24:45 - Insights into Bitcoin’s performance in institutional portfolios and how it shapes future portfolio management.

32:13 - The future of Bitcoin lending and borrowing platforms and the innovations on the horizon.

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

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In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has achieved an annualized return of 14.4% over 50 years & a cumulative return of more than 81,000%. Here, Jay explains how they pulled this off, sharing one of the great untold stories of the investment world. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

08:37 - What makes the Tampa Firefighters’ & Police Officers’ Pension Fund special.

17:54 - How Jay Bowen’s father came to run the fund half a century ago.

29:09 - How to thrive by slashing fees, shunning consultants, & thinking long term.

38:54 - Why Jay takes a top-down thematic investment approach.

43:03 - How the fund made a fortune buying Coca-Cola before Buffett.

47:15 - Why it pays to bet on extraordinary CEOs.

51:09 - Why truly long-term investors shouldn’t bother with bonds.

1:05:31 - How Jay is positioned to profit from the Fourth Industrial Revolution.

1:10:27 - How he thinks about pricey stocks like Nvidia & Costco.

1:14:29 - How he invests in smaller companies he sees as future blue chips.

1:18:06 - Why he’s obsessed with the Federal Reserve.

1:22:16 - How to invest successfully in times of market mayhem.

1:37:58 - How being an endurance athlete has helped Jay as an investor.

1:53:58 - How he structures his days to optimize performance.

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

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On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is key to distinguishing exceptional companies from mediocre ones.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:44 - Why fundamental research is essential to invest successfully.

04:47 - How to generate new investment ideas.

06:47 - How to understand the basics of a business.

08:31 - How to understand the customer base.

10:32 - How to determine the primary risk factors of a business.

19:19 - How to evaluate the strengths and weaknesses of a company.

28:25 - Which financial and operating ratios investors should monitor?

32:53 - How to determine the quality of a company’s earnings and management team.

01:06:51 - How to evaluate growth opportunities.

And so much more!

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

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In this episode, we dive into the challenges of Bitcoin payments and scaling, and how Fedi is addressing these issues. Obi Nwosu explains the concept of Fediments and guardians, while Renata Rodrigues shares her on-the-ground experiences in Africa, discussing the real-world impact of Fedi on communities. We also explore the tools within the Fedi app that empower users to earn sats and the potential of Fedi to unlock talent trapped by financial repression. Additionally, Obi and Renata discuss Fedi’s move towards open-source, social backup mechanisms, and their partnership with Save the Children.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:54 - The major problem that Fediments solve for Bitcoin payments and scaling.

04:31 - How guardians function within the Fedi ecosystem and the role they play in protecting user privacy.

05:43 - The concept of the Fedi Order and how it supports the Fedi ecosystem.

15:33 - Insights from Renata Rodrigues on the conversations happening in Africa around Bitcoin adoption.

18:43 - Obi Nwosu's perspective on how financial repression is trapping talent globally and how Fedi can help unlock it.

28:30 - How vendors are responding to incorporating Fedi into their stores.

30:01 - The tools inside the Fedi app, known as Fedi Mods, that enable people to earn sats.

32:17 - The importance of social backup and stable channels within the Fedi ecosystem.

43:35 - Fedi’s partnership with Save the Children and how it is making a difference.

46:52 - How to start your own Fedimint and the timeline for getting set up.

51:00 - Fedi's transition towards becoming open source and what it means for the future.

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

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On today’s episode, Kyle Grieve discusses a wonderfully well-written autobiography, “Shoe Dog” by Phil Knight, the founder of Nike. He discusses the importance of identifying and pursuing true happiness while ensuring a stable income as a fallback, the value of hustle, the importance of trust with your suppliers, why focus is so vital to business success, the hidden downsides of issuing equity, the importance of maintaining cash reserves, the complexities of growing a business, and a whole lot more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:30 - The importance of being aware of what will make you happy in life, and pursuing it with deep focus

07:37 - Why happiness can't be fulfilled based purely on increased earnings power

09:42 - Why hustle and unconventionality is so important to getting a nascent business off of the ground

15:36 - The difficulties of aligning incentives between lenders and borrowers in fast-growing businesses

23:29 - The importance of creating an enemy in business to help motivate executives to continue innovating and improving

25:31 - Why focused business leaders are so important, and why you want to avoid CEOs doing excessive side projects

28:56 - The aspects of cloning Phil took to increase exposure for the Nike brand

32:49 - Why maintaining positive cash balances is so important to the health of a business

47:23 - Why public businesses use dual share structures so management can maintain control

47:58 - Why IPO's have misaligned incentives for investors

And so much more!

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

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