show episodes
 
We interview and study famous financial billionaires including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 75,000,000+ downloads.
 
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a ...
 
Welcome to the Young Investors Podcast. This show explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.
 
Do you want to learn how to manage your own investments? Are you ready to stop paying investment management fees and start building wealth? The DIY Investing Podcast is dedicated to providing you with the knowledge, skills, and resources you need to be a better investor. Learn how to make investments through the use of fundamental analysis, mental models, and business management insights. Please visit our website and subscribe to our mailing list at DIYInvesting.org for guides, videos, and r ...
 
The Mobile Home Park Investors Podcast is the world’s first podcast dedicated to mobile home park investing. This weekly podcast explains the intricacies of this unique real estate niche and details why an investor would want to own a mobile home park, either directly or through a real estate fund. Current manufactured housing community owners will find this podcast helpful in improving their mobile home park’s operations and profitability. The Podcast is hosted by Jefferson Lilly and Brad J ...
 
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show series
 
IN THIS EPISODE, YOU’LL LEARN: 07:59 - If new investors should build their portfolio around small cap stocks. 13:55 - Why there is more to it than just picking companies you understand. 22:34 - How to identify a stock pick that has pricing power. 27:26 - A rather untraditional approach to identifying good stocks. 36:05 - Ask The Investors: Should a…
 
IN THIS EPISODE, YOU'LL LEARN: 01:35 - How to compete in competitive real estate markets and why conservative underwriting is necessary for longevity. 08:08 - Ways to reduce your tax bill by investing in CRE. 09:30 - Who CRE firms and funds go to for debt financing and what the debt structure can be for large real estate firms. 12:02 - How real est…
 
IN THIS EPISODE, YOU'LL LEARN: 01:49 - Overconfidence 08:43 - Anchoring 11:18 - Endowment Effect 24:25 - Base-rate neglect and Recency bias 33:01 - Social Proof 48:30 - Scarcity And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Silver Ring Value Partners Website. Beh…
 
IN THIS EPISODE, YOU’LL LEARN: 00:03:09 - What Gigi is most excited about for 2022. 00:04:46 - What causes people to see Bitcoin from the bottom-up. 00:13:28 - What are all the things that Bitcoin is doing simultaneously. 00:17:15 How Bitcoin solves time stamping. 00:23:38 - What is under appreciated in the Bitcoin space right now. 00:21:26 - What …
 
IN THIS EPISODE, YOU’LL LEARN 00:05:14 - How a teenage girl saved Arnold Van Den Berg’s life during the Holocaust. 00:08:54 - How he learned to live a life guided by principles and the search for truth. 00:24:51 - What his father taught him about the extraordinary power of the mind. 00:42:37 - How Arnold transformed his body and mind to become a ch…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young…
 
IN THIS EPISODE, YOU'LL LEARN: 03:20 - The biggest takeaways from the meeting. 17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022. 34:15 - Berkshire Hathaway and their plans for share buyback. 41:01 - Warren Buffett’s view of inflation. 1:03:15 - Warren Buffett’s experiences of changing his opinion. 1:16:33 - Warren Buffett's l…
 
When Vitaliy first started talking about writing another book several years ago, he couldn’t have predicted where that journey would take him. The book that he took time off in 2017 to write is still unfinished, waiting for its moment in the sun. But the new book, Soul in the Game, is very real. It’s being published and released on June 21, 2022. P…
 
IN THIS EPISODE, YOU'LL LEARN: 01:41 - Current risks posed by supply chain disruption and food shortages. 05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba. 14:39 - Why the most contrarian bet today is too short commodities. 13:17 - The recent fall of Netflix and how other tech stocks might follow suit. 27:12 - How …
 
IN THIS EPISODE, YOU’LL LEARN: 01:43 - Bill's overall thoughts on the current market conditions. 09:31 - How Bill and his father first found Bitcoin. 12:16 - Why Bill found Bitcoin to be an asymmetric investment. 18:54 - Margin and investing. 21:18 - Thoughts on Musk buying Twitter. 23:35 - Bitcoin vs Crypto. 28:49 - Concentrated investing and why …
 
IN THIS EPISODE, YOU’LL LEARN: 02:38 - Why Security Analysis is one of Warren Buffett’s three favorite books. 11:49 - Real case studies where Warren Buffett has directly applied skills acquired from Security Analysis. 13:05 - The highlights for each of the 7 major parts in Security Analysis. 30:08 - The difference in opinion between Benjamin Graham…
 
IN THIS EPISODE, YOU'LL LEARN: 07:16 - How hedge funds and endowments have changed over the last 20 years. 10:58 - The biggest misconceptions regarding endowment funds. 20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving. 28:45 - Why Ted has abandoned his SPAC strategy. 44:54 - How endowments think throu…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we sit down with Investing With Tom to discuss our experience in Omaha so far, Meta earnings and Musk's acquisition of Twitter. The Young Investors Podcast explores the ideas of Value Inves…
 
IN THIS EPISODE, YOU'LL LEARN: 09:47 - The story of how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake. 15:04 - How he could have made hundreds of billions more had he simply invested in insurance. 20:49 - His position in Conocophillips that resulted in a loss and how even through al…
 
Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is trim the sails of IMA portfolios to align with the winds of inflation. You can find all links mentione…
 
IN THIS EPISODE, YOU’LL LEARN: 02:31 - What attracted Morgen into finance. 05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted? 17:52 - What are the issues most financial advisors have with Bitcoin? 24:46 - Why do most financial advisors say "crypto" not Bitcoin? 31:06 - How do elderly people that are dependent on a fixed in…
 
IN THIS EPISODE, YOU’LL LEARN 00:09:21 - Why it’s so valuable to build unscheduled “day-dreaming time” into your day. 00:13:17 - Why it’s a competitive advantage to be a generalist in a world of specialists. 00:18:29 - What 42 years as a professor have taught Aswath about how to communicate. 00:31:14 - Why he’s intensely skeptical about the ESG mov…
 
IN THIS EPISODE, YOU'LL LEARN: 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said. 04:53 - What is Mohnish Pabrai’s driver for being an asset manager? 07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation. 13:47 - Is it an advantage to spend money on research tools. 14:44 - Mohnish Pabrai’s natural biases. 24:16 - What to look for…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we sit down with Investing With Tom to discuss our upcoming trip to the U.S. for the Berkshire Shareholder Meeting! That plus Netflix releases shocking Q1 earning that has Bill Ackman selli…
 
IN THIS EPISODE, YOU'LL LEARN: 01:26 - The best investment Peter has ever made. 04:01 - What the inverted yield curve is telling us. 06:14 - The unfolding events in Ukraine and Russia and how they could affect the markets. 21:09 - Peter's thoughts on housing, bitcoin, and annuities. 44:52 - Some of the biggest mistakes investors make. 48:18 - How t…
 
Vitaliy is hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of his new book, Soul in the Game: The Art of a Meaningful Life. Omaha's registratio…
 
IN THIS EPISODE, YOU’LL LEARN: 01:29 - Eric’s thoughts on the Bitcoin Miami conference. 03:50 - Eric’s overview of the world economy. 07:12 - Eric’s background in finance and how he found Bitcoin. 24:51 - What are the common questions he hears from high net worth individuals about Bitcoin? 28:14 - How he introduced Bitcoin to Michael Saylor. 47:28 …
 
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Why The Intelligent Investor is Warren Buffett’s favorite book. 07:51 - When and how you should conduct active and passive investing. 13:26 - Why inflation is perhaps the most overlooked macro investing metric. 20:13 - Why Warren Buffett thinks that Chapters 8 and 20 are the two most important chapters of The …
 
IN THIS EPISODE, YOU'LL LEARN: 01:06 - What is the investment strategy of Oakcliff Strategy? 05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications. 16:13 - How does Bryan Lawrence generate investment ideas. 29:37 - How outperforming the market still requires you to underperform t…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Elon Musk's hostile takeover of Twitter, Berkshire's new buy, and Charlie Munger's latest sell. The Young Investors Podcast explores the ideas of Value Investing, ideas that that…
 
IN THIS EPISODE, YOU'LL LEARN: 01:25 - Why you actually might not want to max out your 401k. 09:13 - Why you shouldn’t try to “buy the dip.” 20:24 - Why you probably shouldn’t pick stocks. 27:35 - Nick’s case for bonds in today’s economy. 30:12 - How to buy during a crisis. 35:40 - Three reasons you should consider selling a position. 43:05 - Why e…
 
Being a wealthy country has allowed us to develop what some call “luxury beliefs” – ideas and beliefs that make us feel good about ourselves but that horribly fail upon contact with objective reality. In this article, Vitaliy shares how our wishful thinking about green energy has caused the prices of hydrocarbons to spike, and what that means for o…
 
IN THIS EPISODE, YOU’LL LEARN: 01:52 - Jason’s thoughts about Miami 2022. 04:29 - What the newest executive order from the White House meant for Bitcoin. 13:22 - Jason’s thoughts on CBDC. 29:08 - How the executive order is researching systemic risk to the economy. 33:20 - How the executive order is researching the illicit transactions. 36:26 - What…
 
IN THIS EPISODE, YOU’LL LEARN: 00:02:27 - What Jason Zweig learned from his father, the wisest person he’s ever known. 00:20:31 - Why investors shouldn’t trust what brokers and financial advisers are selling them. 00:36:34 - How success is shaped by weird moments of random chance as well as skill. 00:38:54 - What Warren Buffett said when Jason aske…
 
IN THIS EPISODE, YOU'LL LEARN: 01:28 - How is the S&P500 currently values. 05:43 - Whether investors still dollar cost average into the S&P500. 17:53 - How much of the S&P500 return has come from the big five tech companies. 23:29 - What can and more importantly, can’t you read from the 13F filings. 32:51 - Was Berkshire Hathaway’s acquisition of A…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Elon Musk's new investment in Twitter, the Fed Minutes, Tesla quarterly deliveries and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that we…
 
IN THIS EPISODE, YOU'LL LEARN: 03:21 - How compounding works. 07:01 - What is the S&P500, Dow Jones, and NASDAQ, and how they came to be. 26:44 - Why the stock market typically goes up over time. 37:24 - Valuation metrics like the P/E ratio as well as things like earnings yield and dividend yield. 55:50 - How the 401k originated from an accident. A…
 
Vitaliy recently had the pleasure to be a guest on the Value Perspective Podcast by Schroders. In this wide ranging conversation, Vitaliy talks about how he discovers mental models, the risks of linear thinking, and shares an embarrassing story about his time in Italy. Enjoy! You can listen to original interview here: https://www.schroders.com/en/u…
 
IN THIS EPISODE, YOU’LL LEARN: 01:31 - What market indicators are surprising Lawrence the most right now? 09:17 - The energy market in a time of war. 09:17 - What are his thoughts on the equity "melt-up" thesis? 18:55 - If gold can't rally in this environment, when can it? 34:01 - The battle between deflation and inflation. 39:21 - What are some ke…
 
IN THIS EPISODE, YOU’LL LEARN: 04:02 - How Warren Buffett already read financial statements when he was a kid. 12:05 - Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, and how that lead to one of his best investments. 24:13 - How a gentleman that counted sheets of toilet paper convinced Warren Buffett t…
 
IN THIS EPISODE, YOU'LL LEARN: 06:59 - The playbook Buffett was implementing back then and how that would look today. 22:43 - The structure of Buffett’s early partnerships. 37:30 - How to think about cloning someone's investment style versus developing your own. 44:48 - Resources for finding new investment ideas. 51:05 - The profile of an easy bet …
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the imminent inversion of the treasury yield curve, Sony's answer to Microsoft's game pass and we chat about our 2 hour chat with the Australian Securities and Investments Commis…
 
IN THIS EPISODE, YOU'LL LEARN: 02:57 - John's relationship with money and experience with philanthropy. 07:48 - John's experience as an early employee at Enron, becoming the head of their natural gas trading desk. His early career that led him to become the youngest billionaire in the US in 2007. 15:48 - John's journey in founding his own hedge fun…
 
IN THIS EPISODE, YOU’LL LEARN: 12:30 - Recently the Senate is directing the State Department to investigate the economic impact Bitcoin is having on El Salvador - what is going on here? 34:09 - What interview was the most memorable for Alex's new book? 35:10 - Alex's thoughts on how financial privilege blinds people to Bitcoin's true impact. 50:04 …
 
In his speech declaring war on Ukraine, the dictator of Russia, Vladimir Putin, said the goal of his “special operation” was the de-Nazification of Ukraine. He’d remove the democratically elected government and install a Russia-friendly puppet government instead, thus expanding the power and influence of the Russian empire. But de-Nazification? Azo…
 
IN THIS EPISODE, YOU'LL LEARN: How Joel Greenblatt crushed the market by making big, bold bets on cheap stocks. How a freak investment disaster taught him never to forget that bad things happen. Why he believes that the greatest investors tend to have “a screw loose.” How he handles the emotional pain and stress of investing. Why he never bought Bi…
 
Mental Models discussed in this podcast: Dead Money Opportunity Cost Time is Money Intrinsic Value Compounding Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTu…
 
IN THIS EPISODE, YOU'LL LEARN: 02:58 - What peak performance looks like. 13:58 - Why sleep is the lead domino for health and performance. 50:58 - Why the brain likes routine. 53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold treatments to boost performance. And a whole lot more! *Disclaimer: Slight ti…
 
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