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

The Investor's Podcast Network
Bitcoin
Artificial Intelligence
Warren Buffett
Investing
Value Investing
Berkshire Hathaway
Uber
Amazon
Investment Strategies
Tesla
Investing Strategies
Charlie Munger
Interactive Brokers
Stock Market
China
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 weeklyEpisodes1228Founded12 years ago
Number of ListenersCategories
InvestingBusinessEducation

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

Latest Episodes

In today’s episode, Kyle Grieve and Shawn O’Malley discuss HEICO and TransDigm, two dominant players in the aerospace components industry known for their pricing power and resiliency. They’ll compare how each company grows through acquisitions and or... more

In today’s episode, Kyle Grieve and Shawn O’Malley discuss Walmart and how it grew from Sam Walton’s small-town five-and-dime into a retail giant. Today, it also makes money from e-commerce, a marketplace, advertising and memberships. They cover the ... more

In this episode, Stig Brodersen speaks with David Fagan about Total Wealth Performance and why someone with average investment returns can still build a meaningful net worth. They discuss why saving is the first step in wealth creation, why financial... more

Daniel Mahncke and Shawn O’Malley revisit Meta Platforms (NASDAQ: META), the advertising machine behind Facebook, Instagram, and WhatsApp that reaches 3.6 billion people every day — over 40% of the world’s population — and just grew ad revenue 27% to... more

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Recent Guests

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
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
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
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
Emily Haisley
Head of Behavioral Finance at BlackRock
BlackRock
Episode: RWH069: The Psychology of Investing w/ Emily Haisley
Daniel Mahncke
Co-host and investor focused on value investing
The Investor's Podcast Network
Episode: TIP824: Copa Holdings (CPA): Is Buffett Right About Airline Stocks? w/ Daniel Mahncke & Shawn O’Malley
David Epstein
Author of Range and Inside the Box
Author, Speaker
Episode: RWH068: How to Be Better in Work & Life w/ David Epstein
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

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
  • 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 States5 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 States5 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
    6 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
    6 months 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 States9 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
#65
United States/Business/Investing
Apple Podcasts
#210
United States/Business
Apple Podcasts
#40
Canada/Business/Investing
Apple Podcasts
#53
United Kingdom/Business/Investing
Apple Podcasts
#102
Canada/Business
Apple Podcasts
#168
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Q: How do you approach the idea of 'living off your portfolio' with risk controls?
Maintain a small cash buffer to enable new ideas, avoid forced selling, and ensure you can act on opportunities while keeping downside protection in place.
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
Q: What was the key lesson from your first mentor Skip about taking advice?
Take advice only from people who are truly happy and who have already achieved what you're aiming for; happiness signals alignment between belief and behavior, which matters for mentorship.

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?

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 1228 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. Rob Vinall
2. Ralph Summerford
3. Manish Karira
4. Victor Haghani
5. Chris Begg
6. Emily Haisley
7. Daniel Mahncke
8. David Epstein

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