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

The Investor's Podcast Network
Bitcoin
Investing
Warren Buffett
Value Investing
Berkshire Hathaway
Investment Strategies
Artificial Intelligence
Inflation
Uber
Tesla
Amazon
Microstrategy
Investing Strategies
S&P 500
Stock Market
Market Volatility
Real Estate
China
Fiscal Dominance
Interactive Brokers

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using l... more

PublishesDailyEpisodes1186Founded12 years ago
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InvestingEducationBusiness

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Artwork for The Investor's Podcast (We Study Billionaires)

Latest Episodes

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software ... more

On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have grown to $17.29, compared with $6.29 for the S&P 500. In the special interview, you c... more

YouTube

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies... more

Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 12.4% on equities since its... more

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Recent Guests

Mohnish Pabrai
Investor, founder of Pabrai Funds
Pabrai Funds
Episode: TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
Chris Bloomstran
Investor, President of Semper Augustus
Semper Augustus
Episode: TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Daniel Mahncke
Investing researcher and co-host stepping in as a guest host
The Investor's Podcast Network
Episode: TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
Matthew McLennan
Head of the Global Value team at First Eagle Investments; portfolio manager
First Eagle Investments
Episode: RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
François Rochon
Founder and portfolio manager at Giverny Capital
Giverny Capital
Episode: TIP800: Navigating an AI-Driven Market w/ François Rochon
Jens Roeper
Guest on episode, investor or market commentator
Episode: TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Richard Wallace
Pioneer chatbot creator and three-time Lobner Prize winner, known for Alice and AIML
Franz (current), former co-founder of PandoraBots
Episode: TECH011: The History of AI and Chatbots w/ Dr. Richard Wallace (Tech Podcast)
Ken Goldberg
Leading robotics researcher and expert in AI and robotics.
Berkeley
Episode: TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast)
Nima Shayegh
Hedge fund manager and founder of Rumi Partners
Rumi Partners
Episode: RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh

Hosts

Clay Finck
Host of The Investor's Podcast, known for insightful discussions on investment strategies and relevant literature.
Preston Pysh
Host of Bitcoin Fundamentals Podcast and Infinite Tech, focusing on macroeconomic trends and Bitcoin discussions.

Reviews

4.7 out of 5 stars from 8.4k ratings
  • I was preoccupied with browsing the internet and seeking assistance after falling victim to a scam by a broker. Fortunately, I found recovering@usa.com, who provided exceptional and professional services. They guided me through the entire process, allowing me to finally find relief from the stress and frustration caused by the previous ordeal.

    Podchaser
    5
    franklinwhite260
    a month ago
  • HIRE CERTIFIED ETHEREUM / USDT & BITCOIN RECOVERY EXPERT HERE / REVENANT CYBER HACKER

    I never imagined that one bad decision could shatter my life the way it did. Like many people, I was drawn into cryptocurrency by stories of financial freedom and security for my family. When an online “recovery scheme” promised to help me retrieve funds I had previously lost, I was desperate and hopeful. Instead, I walked straight into another trap. Within weeks, $172,000, my life savings, was gone. The reali... more

    Podchaser
    5
    helenjacksonville1
    a month ago
  • Cryptocurrency

    Your statement that all LLMs affirm cryptocurrency as somehow different from fiat currency is false. In 20 seconds I confirmed with ChatGPT that crypto has no intrinsic value (such as land, equipment, etc); instead just like fist currency it has as much value as the trust and acceptance of the system (supporting platform) is assigned to it by users.

    Apple Podcasts
    3
    Brad-o 8
    United States4 months ago
  • Astonishingly uninformed

    I listen to a few eps on the market, which I will admit I am not the most informed on, hence my interest. The heights of my credulity are terrifying to every think these guys knew what they were talking about. Listening to them discuss AI was simply painful. So so wilfully and gleefully uninformed, utterly embarrassing. They even say at one point, “I have nothing to back this opinion up with it’s just a gut feeling” thanks for your Stella contribution mate, how insightful. Don’t even get me star... more

    Apple Podcasts
    1
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    Canada4 months ago
  • Beware the pitfalls of the crypto world, for I fell victim to a crafty scam. But just when I thought all hope was lost, Wireless Web Recovery emerged as a beacon of light. Their unmatched knowledge and unyielding determination shattered the chains that held my Bitcoin captive. Don't let your hard-earned wealth slip through your fingers. Call upon the expertise of Wireless Web Recovery and let them restore your faith in the crypto realm.

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback highlights concerns about repetitiveness in episodes focusing on specific topics or figures.
Listeners appreciate the high-quality content and the valuable insights provided by legendary investors.
Overall, the listener base finds the podcast educational and transformative for their investing knowledge.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#38
United States/Business/Investing
Apple Podcasts
#136
United States/Business
Apple Podcasts
#23
United Kingdom/Business/Investing
Apple Podcasts
#29
Canada/Business/Investing
Apple Podcasts
#67
Canada/Business
Apple Podcasts
#68
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Q: How do you view compensation for Greg Abel in relation to Berkshire's scale and incentives?
Compensation at $25 million is reasonable given the size and responsibilities, but the key is alignment with long-term performance, ownership in Berkshire, and ensuring incentives do not promote short-term risk-taking; board alignment and equity holdings are crucial for credibility.
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Q: What are your thoughts on Greg Abel's letter and his approach to Berkshire's capital allocation?
Abel's letter is solid; he emphasizes discipline, propitious messaging to shareholders, and a deeper dive into operating subsidiaries. Bloomstran highlights that Abel's allocation of capital, including leveraging Ted's role and Adam Johnson's involvement, should focus on meaningful opportunities at cost, while maintaining Berkshire's culture and conservative underwriting.
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Q: What is the change in Berkshire's intrinsic value from 2024 to 2025 and the major drivers behind it?
Intrinsic value growth is driven by earnings power, stock portfolio returns, and book value growth, with adjustments for currency and underwriting that can distort headline earnings; Bloomstran's framework yields a mid-to-high single-digit annual growth expectation, tempered by the tendency for certain subsidiaries to under- or over-earn.
RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green
Q: What are the likely mistakes worth avoiding at a time like this?
Most mistakes revolve around assuming today's leaders will remain the same tomorrow and investing in lower-priced laggards on the assumption of a big payoff.
TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck
Q: What do you think about mercado palgo?
Daniel compares Mercado Pago and Newbank, highlighting their strengths and competitive positions.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This podcast focuses on studying the strategies and insights of renowned billionaires and investors, emphasizing practical applications in the stock market. Regular features include interviews with legendary figures such as Warren Buffett and Howard Marks, where hosts engage in in-depth discussions that unveil valuable lessons about wealth-building, investment philosophy, and personal success. The content ranges from investment strategies and market analyses to reflections on life lessons inspired by financial success, making it an ideal resource for aspiring investors and anyone interested in financial literacy. Unique segments also explore the implications of Bitcoin and macroeconomic trends, catering to a diverse audience with interests ... more

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These podcasts share a similar audience with this podcast:

1. The Intrinsic Value Podcast - The Investor’s Podcast Network
2. What Bitcoin Did
3. Coin Stories with Natalie Brunell
4. The Memo by Howard Marks
5. Value Investing with Legends

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this podcast launched 12 years ago and published 1186 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 this podcast?

Recent guests on this podcast include:

1. Mohnish Pabrai
2. Chris Bloomstran
3. Daniel Mahncke
4. Matthew McLennan
5. François Rochon
6. Jens Roeper
7. Richard Wallace
8. Ken Goldberg

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