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

The Investor's Podcast Network
Bitcoin
Artificial Intelligence
Investing
Warren Buffett
Value Investing
Berkshire Hathaway
Uber
Investment Strategies
Amazon
Tesla
Investing Strategies
China
Interactive Brokers
Charlie Munger
Stock Market
Bitcoin Treasury Companies
Inflation
Real Estate
Heico Corporation
Elon Musk

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

PublishesTwice weeklyEpisodes1234Founded12 years ago
Number of ListenersCategories
InvestingBusinessEducation

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

Latest Episodes

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has ... more

Daniel Mahncke and Shawn O’Malley follow up last year’s TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commer... more

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of ... more

In today's episode, Kyle Grieve and Shawn O’Malley discuss Aritzia, the everyday luxury fashion brand that has become one of retail's most impressive compounders. They explore how a small boutique in the corner of a department store grew into a brand... more

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Recent Guests

Matt Ludmer
Founder and CEO of Aligned Wealth Management and author of The Right Mountain
Aligned Wealth Management
Episode: RWH074: True Wealth w/ Matt Ludmer
Sir Michael Moritz
Venture capitalist, Sequoia Capital partner
Sequoia Capital
Episode: RWH073: Unstoppable w/ Sir Michael Moritz
David Fagan
Chartered Professional Accountant in Nova Scotia, Canada
Compounding Simplicity / MBF CPA
Episode: TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
Rob Vinall
Managing Director of RV Capital, founder of the Business Owner Fund
RV Capital
Episode: RWH072: The Making of A Money Master w/ Rob Vinall
Ian Cassel
Investor and author of Stock Picker
Intelligent Fanatics Capital Management (fund)
Episode: TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Manish Karira
Bull case presenter for CATL growth and AI data center opportunities
The Investor's Podcast
Episode: TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
Ralph Summerford
Forensic accountant presenting bear thesis
Independent CPA/Forensic Accountant
Episode: TIP840: CATL: Powering EVs, Power Grids, and AI w/ Stig Brodersen, Manish Karira & Ralph Summerford
Victor Haghani
Founder and CIO of Elm Wealth; co-founder of LTCM
Elm Wealth; Long-Term Capital Management
Episode: RWH071: Risk, Ruin, Reinvention & Resilience w/ Victor Haghani
Chris Begg
CEO and CIO of East Coast Asset Management; professor of security analysis at Columbia Business School
East Coast Asset Management / Columbia Business School
Episode: RWH070: Hunting For Hidden Treasures w/ Christopher Begg

Hosts

William Green
Host of Richer, Wiser, Happier (interviewer on select episodes) and a core voice on value-investing discussions.
Shawn O'Malley
Co-host focusing on investment theses, portfolio concepts, and company analyses.
Kyle Grieve
Host known for deep-dive thesis work and collaboration with co-hosts on value-based ideas.

Reviews

4.7 out of 5 stars from 8.4k ratings
  • No mention of Muse?!

    I was excited to see a new episode about Meta and wanted to hear what would be said about Muse with all the latest hype. I was very surprised to not hear a single mention of it in this episode!

    Apple Podcasts
    3
    MattyWald
    United Statesa month ago
  • I miss Preston

    I think the essence and the value of this show has gotten diluted. Long time listener. Maybe I've changed, and I got what I needed out of it. Markets have changed, the world has changed. Preston was the driving force for me on this show. What a voice, what a talent.

    Apple Podcasts
    2
    Residence of NYC
    United States6 months ago
  • Was great! Now less so

    I loved listing to Stig, Preston and the others. This has been a huge help in my education throughout the years. Now it’s just a stock picker podcast, more akin to MSNBC than the educational and engaging content of the past.

    Apple Podcasts
    3
    Ghost guy 22
    United States6 months ago
  • 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
    7 months 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
    7 months ago

Listeners Say

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

Occasional criticism about crypto episodes and pacing suggests fixed-topic fatigue for some listeners.
Long-form, thesis-driven discussions are valuable for serious investors.
Shows depth and high-quality interviews with top investors.

Chart Rankings

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

Apple Podcasts
#59
United States/Business/Investing
Apple Podcasts
#219
United States/Business
Apple Podcasts
#36
Canada/Business/Investing
Apple Podcasts
#41
United Kingdom/Business/Investing
Apple Podcasts
#105
Canada/Business
Apple Podcasts
#134
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

RWH074: True Wealth w/ Matt Ludmer
Q: Can you talk a little bit about two or three of those really foundational principles that actually are sort of the foundation for what you give a client so that they actually can invest in a way that's not super stressful and it's not complicated?
Ludmer favors broadly diversified portfolios held over the long term, explaining that market timing and choosing consistently successful active managers are difficult. He seeks to help clients tolerate short-term volatility so they can participate in long-term market growth.
RWH074: True Wealth w/ Matt Ludmer
Q: Can you talk about how in practical terms you could use that framework to say, okay, I'm looking at the life of this client or this friend or this mentee, and I can see that it's out of whack?
Ludmer explains that the framework assesses work and financial abundance, mind-body awareness, heartfelt community, and whole-systems learning. An imbalance in any of these areas can lead to dissatisfaction, even when someone is thriving in another.
TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
Q: What is the ABCs framework mentioned to front-end total wealth performance?
Availability, Behavior, and Configuration; these three components determine how investable savings are made available, how consistently behavior supports saving, and how the investment setup is configured to maximize compounding.
TIP849: Average Returns Can Still Make You Wealthy w/ David Fagan
Q: Why can someone with average returns still build a meaningful net worth?
Because total wealth performance considers availability, behavior, and configuration; the money's timing, tax efficiency, and friction all determine how much wealth actually accumulates, not just raw returns.
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Q: How has turnover influenced your performance philosophy compared with traditional buy-and-hold narratives?
Great stock pickers often achieve their best results with higher turnover; the right level of churn is essential to keep the portfolio honest and to avoid clinging to losers.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Podcast

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

Roughly a premier stock-investing show focused on deep-dive company theses, durable moats, and long-horizon investing. Episodes balance fundamental analysis, capital-allocation discussions, and narratives from legendary investors and modern value thinkers, often leveraging long interviews and recurring hosts to unpack complex ideas, market structure, and portfolio construction. Notable strengths include rigorous thesis testing, multi-episode arcs on specific names or themes, and a blend of macro context with granular financial detail. A potential edge is the breadth of topics—from Berkshire-style value plays to disruptive tech and niche businesses—paired with high production quality and thoughtful host dynamics that appeal to serious, profe... more

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this podcast launched 12 years ago and published 1234 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. Matt Ludmer
2. Sir Michael Moritz
3. David Fagan
4. Rob Vinall
5. Ian Cassel
6. Manish Karira
7. Ralph Summerford
8. Victor Haghani

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