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The Investors

Investing Wisdom
Warren Buffett
Dow Jones Industrial Average
Warren E. Buffett
Investing
Commonwealth Trust Company
Risk
Federal Reserve
Fannie Mae
Berkshire Hathaway
Sanborn Map Company
Dempster Mill Manufacturing Company
Investment
Civilization
Oaktree Capital
Artificial Intelligence
Bubbles
Private Credit
S&P 500
Global Financial Crisis
United Kingdom

The Investors is a long-form podcast dedicated to the thinking, principles, and decision-making frameworks of the world’s most respected investors.

Each episode explores the ideas of investors such as Warren Buffett, Charlie Munger, Howard Marks, Ray Dalio, Jim Simons, and Stanley Druckenmiller, not through headlines, but through qualitative and quantitative investing.

Hosted on Acast. See acast... more

PublishesDailyEpisodes10Founded6 months ago
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InvestingBusiness

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Artwork for The Investors

Latest Episodes

Warren Buffett's 1963 annual letter, capping "seven fat years" with a 38.7% gain versus the Dow's 20.7%. He uses the Mona Lisa to illustrate the staggering long-run math of compounding, warns partners his huge margin over the Dow can't last, and give... more

Warren Buffett's 1962 annual letter, one of his most foundational. He lays out his famous "Ground Rules" for judging performance, illustrates the staggering power of compounding, and explains his three-category method: undervalued "generals," work-ou... more

Warren Buffett's mid-1962 letters to partners, spanning a sharp market decline. As the Dow fell 21.7% in the first half, his partnership dropped just 7.5%, proof of his aim to lose far less than the market in down years. He also updates the Dempster ... more

Warren Buffett's 1961 letter to partners, capping five years of operation with a standout 45.9% gain against the Dow's 22.2%. He lays out his three-category method — generals, work-outs, and control situations — introduces the Dempster Mill takeover,... more

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Recent Guests

Charlie Munger
Renowned investor and partner of Warren Buffett
Episode: Charlie Munger: Worldly wisdom, upbringing, investing, learning, success

Chart Rankings

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Apple Podcasts
#32
Brazil/Business/Investing
Apple Podcasts
#140
Brazil/Business
Apple Podcasts
#200
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Charlie Munger: Worldly wisdom, upbringing, investing, learning, success
Q: For younger or non-traditionally educated individuals, what practical advice would you give to improve their lives through investing or learning, especially those not headed to college?
Identify people who have the potential to grow and fertilize them; you can build value by nurturing talent and sharing practical 'tricks' learned from years of experience, rather than prescribing a one-size-fits-all formula. Recognize that not everyone sprouts in the same way, and tailor mentoring to unlock the latent potential of individuals who can learn and apply these ideas.
Charlie Munger: Worldly wisdom, upbringing, investing, learning, success
Q: You've discussed philanthropy and your approach to giving—how do you decide what to support and how did your UCSB involvement come about?
Philanthropy comes from many reasons and evolves; sometimes it begins as signaling and becomes genuine over time. The UCSB initiative illustrates leveraging a unique asset to create long-term social value—transforming a deal into housing for students with efficient planning and ownership structures, while maintaining a focus on practical outcomes.
Charlie Munger: Worldly wisdom, upbringing, investing, learning, success
Q: What is your broader philosophy for evaluating companies to invest in or acquire, and how do you balance business strength with the right leadership?
We seek intrinsically good businesses that can be run by capable people; the combination of a strong business and a capable manager is what really turns us on, with flexibility to make exceptions but not many. We aim for a 'good business with a great manager' and a simple, repeatable framework, while recognizing that some opportunities still require tough judgment calls.
Stan Druckenmiller: Investing, Macro, Economics, Diversification, Soros
Q: What is it you think that makes a good trader?
He believes passion, discipline, and the ability to control emotions are critical traits, alongside a competitive will to win.
Stan Druckenmiller: Investing, Macro, Economics, Diversification, Soros
Q: How do you piece the two together? How much time do you spend looking at charts today?
Druckenmiller states that about 75 to 80% of his investment ideas come from fundamental analysis, verified by charts, emphasizing the balance of both.

Audience Metrics

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Frequently Asked Questions About The Investors

What is The Investors about and what kind of topics does it cover?

This long-form series centers on thinking, principles, and decision-making frameworks from highly regarded investors. Episodes profile legendary investors and modern maestros alike, delving into investing philosophies, risk assessment, mental models, and the evolution of decision-making in markets. Conversations emphasize timeless strategies, discipline in stock selection, and the importance of continuous learning, humility, and ethical conduct. Notable threads include the value of understanding one's circle of competence, patient capital over impulsive trading, and the role of education, philanthropy, and personal judgment in building durable wealth. The format tends to blend storytelling with practical guidance, offering listeners actiona... more

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How many episodes of The Investors are there?

The Investors launched 6 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Investors?

Recent guests on The Investors include:

1. Charlie Munger

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