By The Investor's Podcast Network
4.6
31653,165 ratings
The podcast currently has 910 episodes available.
On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing.
Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers.
15:33 - What differentiates Discerene Group from other value investors.
20:34 - Lessons that Soo Chuen teaches younger investors.
38:43 - Whether great investing can be learned or not.
43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach.
01:00:19 - The importance of reflexivity in markets.
01:06:46 - How Discerene has avoided value traps.
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 reach new listeners by leaving us a rating and review on Apple Podcasts! 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!
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In this episode, Mark Goodwin, author of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin," explores the article's central themes, the concept of 'covert dollarization,' and Bitcoin's impact on venture capital and US intelligence. We also cover privacy and security concerns, and the future of Bitcoin in emerging markets.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:07 - The central message of "The Chain of Custody: The Mafia Holding the Elite’s Bitcoin."
02:49 - Insights from Mark Goodwin's book, "The Bitcoin Dollar."
05:25 - Explanation of Endeavor and its importance in the entrepreneurial ecosystem.
09:13 - The concept of 'covert dollarization' and its implications.
23:25 - How venture capital firms, influenced by US intelligence and organized crime, shape entrepreneurs and how Bitcoin fits into this dynamic.
31:28 - Predictions for the future of Bitcoin in Latin America over the next decade.
35:07 - Privacy and security concerns for individuals using Bitcoin in data-driven models by Big Tech companies.
49:03 - The potential for Bitcoin to empower or challenge entrepreneurial ecosystems in emerging markets.
50:59 - The impact of the US intelligence community's relationship with Silicon Valley on Bitcoin's development and adoption.
53:14 - Addressing the connection between organized crime and the elite’s control over Bitcoin to ensure it remains a force for good.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
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 Apple Podcasts! 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!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business is vital to successful long-term investing, specific ways to learn more about a business, it’s management, and its products, how to create your own business grapevine to monitor your investments, details on how Philip Fisher’s investing philosophy and how it developed, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:12 - The importance of avoiding dogmatic thinking in investing
05:13 - Why owning growing businesses is so powerful for great investments
05:47 - How to evaluate a business growth prospects
08:43 - How you should look at relations between a business and its employees
14:44 - How Amazon has strengthened their moat by thinking long-term
26:27 - The three ways a business can fund its growth and which are the most beneficial to shareholders
33:56 - Why you should seek transparency in your management teams
35:17 - How to balance investing in growth businesses with being a conservative investor
44:57 - Why having the ability to see the future of a business's profits is so key for minimizing risk
53:07 - The importance of consistently monitoring your businesses, no matter how well they've performed for you in the past
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 Apple Podcasts! 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
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 Christian Billinger to discuss Bernard Arnault, LVMH, and the broader luxury industry.
Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - What makes Bernard Arnault a unique business leader?
10:44 - What attracted Christian to make his initial investment in LVMH.
12:17 - A business overview of LVMH.
27:14 - The role of China in LVMH’s business and growth story.
48:32 - Christian’s thoughts on LVMH’s current valuation & risks in the business.
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 Apple Podcasts! 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
In this episode of the Bitcoin Fundamentals Podcast, we interview Ryan MacLeod, a Chemical Technologist from Canada. Ryan provides a brief history of nuclear energy, discusses recent technological advancements, and explains why nuclear energy is crucial for the future. We delve into the economic model of nuclear energy, the interplay between nuclear energy and Bitcoin, and how Bitcoin mining can serve as an immediate buyer of nuclear energy. Ryan also shares insights into energy market dynamics, the role of government policies, and exciting future scenarios involving Bitcoin and nuclear energy.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:38 - The history and evolution of nuclear energy.
09:45 - Recent advancements in nuclear energy technology.
23:27 - Why nuclear energy is poised to become a crucial energy source in the future.
32:52 - The economic model of nuclear energy and its distortion by fiat incentives.
41:55 - The interplay between nuclear energy and Bitcoin.
43:37 - How Bitcoin mining can integrate with nuclear energy.
45:21 - The implications of Bitcoin mining on energy grids.
48:40 - Future scenarios involving Bitcoin and nuclear energy.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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 serving others, they discuss what has made them Richer, Wiser, or Happier in the past quarter.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:24 - How to deal with your ego
05:52 - Stig and William’s journey to serve others
27:58 - Why Stig has invested with Mohnish Pabrai
34:13 - Why one should not judge others for flawed values
40:41 - What is the Richer, Wiser, Happier Masterclass
53:25 - How to build and maintain meaningful relationships
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 Apple Podcasts! 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
On today’s episode, Clay is joined by Christian Billinger to discuss The Luxury Strategy by Kapferer and Bastien. Over the past 20 years, some of the best performing companies in the stock market have come from the luxury sector. For example Hermes and LVMH, which are both companies based out of France, have compounded at 21% and 16% respectively.
Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:12 - The definition of luxury.
04:12 - How luxury companies create their own demand.
08:47 - What products are most prevalent in the luxury industry.
10:28 - The primary differences between a premium and a luxury product.
19:26 - What the non-return effect is, and how it can make luxury companies more resilient.
26:09 - An overview of Kapferer’s anti-laws of marketing.
30:39 - Why luxury companies seek to keep non-enthusiasts out of their ecosystem.
36:46 - How higher prices can lead to higher demand from consumers in the luxury space.
40:36 - How luxury brands approach e-commerce & pricing.
57:23 - How to think about the valuation of luxury companies.
01:03:28 - How luxury brands tend to perform during a recession.
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 Apple Podcasts! 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
In this episode of the Bitcoin Fundamentals Podcast, we interview the versatile Kenny Florian, a former UFC fighter known for his impressive career across multiple weight classes. We explore Kenny's journey in MMA, highlighting his work ethic, resilience, and the concept of "proof of work." Kenny shares personal stories, including his near-death experience in Brazil and his background in Brazilian Jiu-Jitsu and Muay Thai. We also discuss how his discipline and hard work led him to discover Bitcoin, and why Bitcoin resonates so strongly with athletes. Tune in for an engaging discussion that bridges the worlds of MMA and cryptocurrency.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:56 - Kenny Florian's journey from soccer to becoming a renowned UFC fighter.
11:25 - The challenges of competing in multiple weight classes in the UFC.
14:09 - Insights into the mental strategies used to stay focused and prepared for fights.
16:02 - The concept of "proof of work" as it applies to MMA and Bitcoin.
25:14 - Personal stories of perseverance, including a near-death experience.
36:29 - How Kenny maintains a positive demeanor in a tough industry.
37:42 - The parallels between the discipline in MMA and the principles of Bitcoin.
39:02 - Why Bitcoin resonates with top-tier athletes and Kenny’s personal journey with cryptocurrency.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
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
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, William Green chats with Bruce Usher, author of a book titled “Investing in the Era of Climate Change.” Bruce, a successful entrepreneur, investor, & Columbia Business School professor, discusses the “once-in-a-lifetime” investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify, & how to profit as trillions of dollars flow into innovative climate change solutions that will change the world—from electric vehicles to solar energy.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
05:37 - Why Bruce Usher sees climate change as a huge opportunity (& risk) for investors.
08:34 - How the transition to a low-carbon future will transform the global economy.
10:53 - How extreme weather is finally altering perceptions of climate change.
13:45 - How to protect against environmental threats to your property.
20:39 - Why electric vehicles & renewable energy are key drivers of decarbonization.
33:42 - How Berkshire Hathaway is playing the energy transition.
49:05 - Why leading companies like Apple & Microsoft are serious about sustainability.
54:02 - Why it’s wise to consider environmental factors before buying any stock.
01:03:53 - How to invest in funds & ETFs that reduce your exposure to climate risk.
01:12:44 - How billionaires like Bill Gates & Jeff Bezos invest in climate change solutions.
01:23:01 - What consumers can do to reduce their negative impact on the environment.
01:27:47 - Why Bruce thinks humanity might still avoid catastrophic climate change.
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 Apple Podcasts! 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
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 discusses the early days of Starbucks and Howard Schultz’s book — Pour Your Heart Into It.
Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in 1992, Starbucks stock has had an average annual return of 18.6% relative to the S&P 500 returning 10.4% over that same period (with dividends reinvested). Clay unveils the fascinating story of how Howard fended off endless competition to build an iconic brand that’s built to last.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - What led Howard Schultz to join and take over Starbucks.
14:24 - The impact of Howard’s visit to Italy, where there were 200,000 coffee bars.
34:07 - How Howard aligned the interests of the company with the interests of all employees at Starbucks.
48:29 - Lessons Howard learned in taking Starbucks public.
58:13 - How Starbucks was able to dominate big brands in the early days.
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 Apple Podcasts! 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
The podcast currently has 910 episodes available.
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