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We Study Billionaires - The Investors Podcast

We Study Billionaires - The Investors Podcast
Author: Preston Pysh and Stig Brodersen
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Description
We like to have fun and study billionaires. We interview leading authorities on stock investing, macroeconomics, and pick the brains of highly influential authors of business books.
132 Episodes
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In this episode, you'll learn: • Why and how you should evolve from a fixed mindset to a growth mindset • How ego stops your personal development and humility makes it grow • Ask the investors: What would happen in the financial markets if everyone followed a value investing approach? • Ask the investors: How does Stanley Druckenmiller use momentum investing to beat the market?
In this episode, Preston and Stig talk to renown author, mathematician, and investor, Dr. Edward Thorp. Thorp's personal net worth is $800M, and he has achieved a 20% annual return for 30 years in the stock market. Before becoming one of the best hedge fund managers on the planet, Dr. Thorp literally wrote the book on card-counting for blackjack. The name of the book was, Beat the Dealer, and the techniques taught in the book went on the create an entire culture around card counting in Casinos. You won't want to miss this conversation as the hosts uncover some fascinating ideas from one of the smartest mathematical minds on the planet.
In this episode, you'll learn: What it's like to get shot into space What it's like to live in the International Space Station What it's like to re-enter the earth's atmosphere Why billionaire Elon Musk thought it was easier to start up a space company than making the cut to become an astronaut at NASA How it literally feels to walk around in space and why it's very different from what you see in the movies. Why big goals are empowering and how to model your behavior to achieve them. Which impact billionaires Elon Musk and Jeff Bezos have had on the space industry and if we'll ever colonize Mars.
In this episode, you'll learn: Why the story of AOL is really a story about the Internet. How to negotiate with Microsoft when Bill Gates really wants to crush you. Why and how the Internet will be enabled in all devices in the future. Why the biggest merger in the field of technology failed and what we can learn from it.
In this episode, you'll learn: • How to build a professional network, so you don't have to apply for a job the traditional way. • How you develop a competitive advantage as an employee in today's market • How to take intelligent risks in your business and on your job. • Ask the investors: What are the biggest biases new investors have?
In this episode, you'll learn: If new investors should build their portfolio around small cap stocks. Why there is more to it than just picking companies you understand How to identify a stock pick that has pricing power. A rather untraditional approach to identifying good stocks. Ask The Investors: Should a value investor invest in net-net stocks?
In this episode you will learn: Why value investors have the perfect temperament to follow a momentum strategy. If investors can improve their momentum strategy by individual stock picking. Why Dr. Gray is long US stocks though he believes they are highly overvalued. Ask the Investors: Why and when you should consider shorting the S&P500. Ask the Investors: What moment did you decided to become a lifelong learner?
In this episode, you'll learn: Why momentum investing is not the same as growth investing Why value investor should consider a momentum strategy in their portfolio Why investing is like poker, where the best players win over time Ask the investors: What do you look for in a 10K?
In this episode, you'll learn: Why Mohnish Pabrai recently invested in Southwest Airlines. What Mohnish Pabrai's biggest investment mistake is, and how he later made more than $100 million because of it. If Warren Buffett and Charlie Munger consider any macro decisions in their investment approach. Why the airline industry is a terrible sector, but might still be a great investment at the moment.
In this episode, you'll learn: How Mohnish accumulated business knowledge from the age of 11 Why Mohnish is one of the very best and respected investors in the value investing community What special advantages people like Bill Gates and Warren Buffett had to become so successful How Mohnish set up and ran a business like Warren Buffett and Charlie Munger Why investing is not a team sport
In this episode, you'll learn: How to use Six sigma to optimize your processes. How to use Validated Learning to develop what the customer truly wants. What Innovation Accounting is and why every start-up should use it. How to develop a minimum viable product, and push it out as soon as possible. Why you should always ask "Why" 5 times when your company faces a problem.
In this episode, the mastermind members discuss the following topics: Why Berkshire Hathaway is building a small equity position in the airline industry. Why gold might be a good asset class depending on the country you live in. What has caused the sell-off in bonds and how that will influence the stock market. Why India recently took the biggest currency bills out of circulation overnight.
In this episode, we interview one of the best investors of all time, Bill Miller. We discuss the following topics: Why Bill thinks some value investors miscalculate the value of Amazon. Why billionaire macro investors think that bond yields might go to 6% in 12-18 months. If the Enterprise Multiple is the best key ratio to filter stocks by. Why Bill thinks Apple was a bad capital allocator and how they have improved. How Bill views the value of Tesla at the end of 2016.
In this episode we study: - Ray Dalio's thoughts on whether the Bond Market has ended it's Bull Streak - Why Cash might be a great call option on all asset classes - Thoughts on the current conditions of Gold - What an economic reset is and how it applies to today's market - Why the dollar is the primary reserve currency on borrowed time
In this episode, you'll learn: If the presidential election will have any impact on the stock market. An alternative approach to invest in an overvalued market. How to use options as a value investor. How Warren Buffett used a special investing strategy to achieve 29.5% over a 12 years period Ask the investor: How to start your career as a value investor
In this episode, you'll learn: Why we faced a crisis in 1998 and 2008, and why me might have an even bigger crisis in 2018. That the FED is leveraged 113-1, and why the IMF will be bailing out the FED during the next crisis. What "SDR money " is and why it will become the new global currency anyone noticing it. Why the conventional economic models are wrong, and which type of science should be used to replace it.
In this episode, you'll learn: How Bill Gates and Paul Allen founded Microsoft and why it couldn't have happened without their complimentary skill sets. Why Bill Gates and Paul Allen had all the right external factors on their side to become billionaires. What you might do when you retire at age 30 and have more than a billion dollars. If Microsoft has the right business strategy for the future.
In this episode, you'll learn: Why the best company leaders consider themselves lucky rather than skilled, and why you should do the same. How to find the right people for your organization by asking "why" multiple times. Why and when it pays to be a pessimist in life and in business. Why the great companies would rather use technology as an accelerator, but never as a creator for their concepts. Why success always looks to be happening overnight, but in reality is always a question of consistency.
In this episode, you'll learn: Why margin debt might be a good indicator for future stock returns Why cash and real assets like gold are the least risk right now How Preston's junk bond position has performed Which monetary policy Janet Yellen should execute Why Minsky's theory is important for volatility trading Ask the Investors: How do I value goodwill?
In this episode, you will learn about the following ideas: If Warren Buffet can achieve a 50% return on $1 Million dollars The importance of catalysts in value investing Preston and Stig's thoughts on home ownerships and REITs as investments If you should invest in foreign bonds



