By The Investor's Podcast Network
4.6
31873,187 ratings
The podcast currently has 960 episodes available.
Exploring Bitcoin's Future as Both Store of Value and Medium of Exchange with Roy Sheinfeld, CEO of Breez, a leader in Bitcoin's Lightning Network.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:22 - How Breez uses the Lightning Network to enable seamless Bitcoin transactions.
04:50 - Challenges and solutions to improving Bitcoin’s user experience for mainstream adoption.
08:47 - Why Roy Sheinfeld believes Bitcoin must function as both a store of value and a medium of exchange.
18:54 - The long-term vision for Breez as a driver of global financial freedom.
27:17 - Roy's perspectives on Bitcoin’s evolution and its competition with fiat currencies.
31:25 - Practical advice for developers aiming to build on Bitcoin.
39:11 - The ways Breez’s SDK empowers developers and businesses to integrate Bitcoin functionality.
43:49 - How Breez’s nodeless design simplifies access to Bitcoin for both developers and users.
50:22 - Insights from Breez’s partnership with Yopaki in Mexico, showcasing Bitcoin’s impact in underserved regions.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” With a strong focus on building meaningful relationships and traveling with friends along the path, they discuss what has made them Richer, Wiser, or Happier in the past quarter
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:12 - Why the opposite of a virtue is also a virtue
23:06 - Why the Nomad Partnership principles resonate so deeply with the value investing community
29:22 - Why it simplifies your life when you put quality front and center
38:57 - Where to find the intersection between authenticity and honesty
52:07 - Why does the value investing community have some similarities to a cult, and whether it is a problem
1:15:20 - Why you need to hold two contradictory thoughts in your head and still stay sane
1:26:34 - How to travel with friends along the path in business and life
1:35:13 - How to think about partnerships and relationships with the titans in the investing industry
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q4 2024. This quarter, they discuss Mastercard.
Mastercard is a well-known company in the world of quality investors. Since its IPO in 2006, the stock has compounded at north of 30% per year. Alongside Visa, Mastercard operates in a duopolistic industry which enables them to continue to grow for long time periods with little capital investment. The company is also held in many superinvestors portfolios, including Chuck Akre, Dev Kantesaria, Warren Buffett, Francois Rochon, Guy Spier, and Tom Russo — many of which have been featured on our podcast.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:06 - An overview of Mastercard’s business model and what happens when we make everyday payments.
09:51 - Why Fintech companies aren’t a threat to Mastercard and Visa.
14:44 - Why Mastercard and Visa have one of the strongest moats in the world.
44:32 - The potential risks of investing in Mastercard.
57:30 - Our thoughts on Mastercard’s valuation.
01:08:36 - Our updated thoughts on Evolution AB.
01:19:15 - TIP’s next event in Omaha for our TIP Mastermind Community.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Join us as we delve into Dread’s inspiring story, from his days as a world-class athlete to his significant contributions in the world of Bitcoin. Learn about the Caribbean crypto landscape, challenges of CBDCs, and his work with OpenSats funding innovative Bitcoin projects.
Discover more about Flash, his Bitcoin wallet and exchange platform, and the fascinating world of e-cash engineering.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:34 - How Dread transitioned from a track and field career to Bitcoin entrepreneurship.
11:25 - Insights into how Bitcoin businesses operate in the Caribbean.
13:30 - Reasons behind the failure of CBDCs in the Caribbean and why initiatives struggle.
19:11 - The purpose and impact of OpenSats, a nonprofit funding Bitcoin projects.
21:40 - Key projects supported by OpenSats that are making waves in the industry.
23:38 - Unique aspects of Bitcoin engineering, including e-cash technology, that intrigue Dread.
24:30 - An overview of Flash, a Bitcoin wallet and exchange tailored for Caribbean users.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In today’s episode, William Green chats with Brad Stulberg about how to thrive amid change. Brad is the best-selling author of Master of Change: How to Excel When Everything is Changing—Including You & The Practice of Groundedness: A Transformative Path to Success that Feeds—Not Crushes—Your Soul. Here, he shares practical tools & strategies based on scientific research, battled-tested wisdom, & his work as a high-performance coach to business leaders & elite athletes.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:55 - How Brad Stulberg became an expert on adapting to change.
14:04 - Why Howard Marks & Bill Miller are obsessed with impermanence.
18:35 - How “rugged flexibility” can help you navigate a fast-changing world.
35:20 - Why it’s so valuable to have a “fluid sense of self.”
43:38 - Why Viktor Frankl recommended a mindset of “tragic optimism.”
52:10 - How routines & rituals provide stability & order amid change & disorder.
52:10 - Why getting exercise & building community is mission critical.
52:10 - Why Brad is skeptical of optimizers like Peter Attia & Andrew Huberman.
58:47 - How peak performers succeed by “nailing the fundamentals.”
01:10:45 - How Brad’s “4 Ps” technique protects against reactive decision-making.
01:16:18 - What a battle against depression taught him about handling adversity.
01:20:19 - What qualities he models so that his kids can learn to be resilient.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years.
Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 20.3% versus just 8.3% for the S&P 500. $10,000 invested into their fund at inception would have grown to over $1.2 million as of September 30th, 2024, and had that money been invested in the market, it would have been worth around $75,000.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:39 - The fundamental drawbacks of a buy-and-hold investment strategy.
10:58 - Why the stock market in the US is becoming less efficient over time.
28:48 - How Andrew thinks about allocating to AI and software businesses in his portfolio.
38:51 - How Turtle Creek manages risk investing in stocks.
52:55 - Why Turtle Creek added Kinsale Capital to their portfolio this year.
01:00:02 - What keeps Andrew going after 30 years in the industry.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
NVK joins the show to discuss the potential of AI, explore the impact of Nostr on data vending and content creation, and share his thoughts on security, hardware manufacturing challenges, and what's exciting in Bitcoin’s evolving tech landscape.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
08:34 - The core concept behind NVK's AI project, Unleashed.chat
14:54 - What digital vending machines are, and how they tie into Nostr.
21:13 - Frustrations NVK has with common security advice.
22:36 - Key advice for newcomers to the Bitcoin space.
26:16 - The challenges and intricacies of hardware manufacturing that often go unnoticed.
35:31 - Why Nostr is revolutionizing long-form content creation.
37:43 - The most exciting technical developments happening in Bitcoin and Nostr.
42:57 - NVK's perspective on Nostr’s growing role in decentralized communication.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Kyle Grieve discusses the anatomy of a speculative event, why it’s so easy for people to take part in them, and why these events are unlikely to stop in the future; a few major euphoric episodes from history outlined in the book, three more recent bubbles that most listeners lived though, why the rise in IPOs are often the result of mini bubbles, six primary takeaways from the book to help protect yourself from investing in bubbles, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:26 - The blueprint of a speculative event
04:10 - Why we fool ourselves into following people with money who don't deserve to be followed
10:04 - A contrast of risk tolerance between Benjamin Graham and Warren Buffet
15:13 - A detailed account of Tulipomania and the story of the $80,000 price tag for a Tulip
19:13 - How a convicted criminal helped mastermind one of the most giant bubbles in history
25:36 - The importance of due diligence in assisting investors to avoid bubbles
28:13 - How bubbles feed on themselves, opening pathways for other businesses to take advantage of the euphoria
34:56 - A few of the precipitating factors that caused the great depression and the damage it created
39:43 - Breaking down the "Dot-com" bubble, the Great Financial Crisis, and post Covid-19 euphoria
55:41 - Why investors should take responsibility for their wins and their losses
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Many investors who analyze stocks take the numbers provided by the company at face value, but there are times when this can be a massive investing mistake.
To help shed light on what the earnings provided by a company really mean for us as investors, we reviewed the book — Quality of Earnings by Thornton O'Glove. Thornton is a Wall Street veteran known for pioneering red flag deviation analysis.
This book is an indispensable guide to determining how much money a company is really making to help us avoid making costly blunders.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
07:26 - Why you shouldn’t trust your analyst or the auditors.
15:13 - What to keep an eye on when reading an annual report.
22:35 - Red flags to look out for when analyzing a company’s filings.
31:13 - How managers and accountants can legally manipulate earnings per share, however they see fit.
34:06 - Tools we can use to help determine the quality of earnings for a company.
35:55 - How we can make use of accounting items like accounts receivable and inventory.
49:36 - The impact of dividends on your returns as an investor.
53:11 - The shortfalls of GAAP accounting.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Matt Odell discusses how open-source Bitcoin development is funded through initiatives like OpenSats, the significance of ignoring Satoshi’s identity, and why Nostr, Cashu, and Fedi are critical for Bitcoin’s future. He also shares insights on building Bitcoin Park, a community hub, and reveals one of his pet peeves in the Bitcoin space.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:04 - Why it’s essential to ignore the mystery behind Satoshi’s identity.
08:26 - What OpenSats is and how it supports open-source Bitcoin development.
08:49 - Insights into building Bitcoin Park, a community space for Bitcoin enthusiasts.
18:38 - The importance of Nostr for Bitcoin communications.
27:26 - How Cashu and Fedi are advancing Bitcoin payments.
32:44 - Why Matt Odell is frustrated by price predictions in the Bitcoin space.
37:46 - Lessons Matt has learned from spending time around Jack Dorsey.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The podcast currently has 960 episodes available.
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