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Submit ReviewIn today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:57 - What are the current economic conditions?
13:37 - Are we entering a world with less disruption?
17:30 - What Stig’s bull case is for Burberry (Ticker: BURBY).
35:18 - The bear case for Burberry, including the current deterioration in the luxury sector.
42:35 - Why Toby has invested in Playtika (Ticker: PLTK).
52:23 - The bear case for Playtika, including the lack of moat and switching costs.
56:01 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK).
1:12:47 - The bear case of ICICI Bank Limited, including whether the valuation is stretched.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:21 - How the energy space has developed over the past 30 years.
05:35 - Why energy is inherently cyclical.
11:21 - Arvind’s view on a sensible energy transition.
21:49 - China and India’s role in today’s energy markets.
25:51 - How Arvind views this energy cycle playing out.
28:19 - How AI will impact energy demand.
32:49 - The primary metals needed in the transition to sustainable energy.
42:20 - Why Arvind is still bullish on uranium.
55:55 - Potential breakthrough technologies to come in the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Join us for an insightful discussion with Joe Carlasare, American HODL, and Jeff Ross as we delve into the latest in the Bitcoin world. We start with why the ETH ETF isn’t happening anytime soon, Roger Ver's $50M tax dilemma, and analyze the current market setup heading into summer. We also explore the implications of Bitcoin's recent halving, Japan's FX intervention, and the White House's veto threat on SAB121. Don't miss this comprehensive update on key Bitcoin events and trends.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
00:58 - The latest updates on the ETH ETF news and its potential impact on the market.
03:40 - How US ETFs are interacting with Bitcoin, including significant figures.
27:04 - The White House's position on SAB121 and its potential consequences for the crypto space.
35:45 - Details on Japan's FX intervention and the role of US treasuries in its foreign reserves.
41:57 - The effects of the recent Bitcoin halving and its influence on supply and demand.
45:02 - An analysis of the current Bitcoin market setup as we head into summer.
01:00:51 - Insights into Roger Ver's $50M tax issue and its implications.
01:00:51 - Expert opinions from Joe Carlasare, American HODL, and Jeff Ross on these pressing topics.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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On today’s episode, Kyle Grieve discusses the book The Wealthy Gardener. He covers a variety of wealth topics like how to optimize your time to generate wealth, why it’s so important to avoid wage slavery, why you should embrace challenges to live a more fulfilling life, why we must make sacrifices in life whether we pursue wealth or not, why patience is vital to the wealth building process, practical lessons on setting financial goals, why you must avoid the dangers of debt, and much, much more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:31 - Simple tips to help how you think about where you spend your time
10:44 - The importance of sacrifice in order to obtain an extraordinary life
12:00 - What wage slavery is, and why you should avoid it at all costs
13:10 - How you can generate wealth regardless of it you are a high or low income earner
18:55 - How we can reframe the art of saving as "purchasing freedom at a later date"
22:17 - The importance of passion when pursuing your career choices
27:28 - The price you must pay for financial success
31:17 - A breakdown of the three seasons of wealth
40:57 - The power of pushing past self-perceived limitations
52:08 - Why you should avoid the parasite of wealth: debt
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:14 - What Clay and Kyle did during the Berkshire weekend in Omaha.
12:57 - Clay and Kyle’s takeaways from the tribute to Charlie Munger at the Berkshire event.
21:43 - What Buffett would do with Munger if he had one more day with him.
38:29 - How Berkshire’s managers communicate with Warren, Greg, and Ajit.
51:52 - Who the primary capital allocator will be post-Buffett.
63:13 - How Buffett would invest if he were managing a smaller amount of capital.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
John Perkins delves into his past as an economic hitman, explaining the mechanisms and impacts of his actions on global economies. He critiques the fiat system and its role in geopolitical strategies and debt creation. Perkins also explores the potential of Bitcoin and decentralized technologies to challenge established economic controls.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:37 - The role and responsibilities of an economic hitman.
23:01 - How the fiat monetary system facilitates economic manipulation and control.
27:44 - Specific tactics used to influence foreign policies and economies.
37:03 - The significant long-term impacts of these economic interventions on target countries.
41:47 - A simple explanation of the petro-dollar system and its global implications.
51:51 - The potential of Bitcoin and other decentralized technologies to disrupt traditional economic systems.
53:48 - Perkins’ personal journey and motivations for leaving his role and advocating for systemic change.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Support our free podcast by supporting our sponsors:
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $12.51 vs. $4.72 for the S&P500. In the interview, Mohnish Pabrai discusses his approach to a congruent life.
Disclaimer: Stig Brodersen is invested in Pabrai Funds.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
10:14 - Which decisions Mohnish Pabrai made to improve his happiness.
15:06 - How to use the Buffett system to grade people.
26:02 - Why Mohnish likes to play bridge more than poker.
31:06 - Which principles Mohnish lives by.
38:58 - How Buffett and Mohnish (do not) take notes.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2024. This quarter, they discuss Lululemon.
Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prospective returns might look like going forward.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:09 - The competitive advantages of Lululemon.
21:53 - How Lululemon’s margins compare to their competitors.
33:24 - What will drive Lululemon’s future growth.
37:46 - How large Lululemon’s total addressable market is.
44:13 - Our assessment of the management team and balance sheet.
60:24 - Our thoughts on the valuation.
67:29 - Lululemon’s most important key performance indicators.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Dive deep into Bitcoin's evolution with expert Max Hillebrand. We unravel Mises' action axiom, Hoppe's private property origins, and Rothbard's economic theories. Discover Wasabi Wallet's role in privacy, the potential of Ocean mining, and strategies for Bitcoiners to enhance anonymity. Max also shares his take on Bitcoin's path to ossification and how institutions can shield assets against regulatory overreach.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:54 - The principles of Ludwig von Mises' economic dualism and the axiom of action.
06:23 - Hermann Hoppe's theory on private property as a natural emergence.
10:11 - The significance of Murray Rothbard's "Man, Economy, and State, with Power and Markets."
12:59 - An inside look at Bisq and the passion driving decentralized finance platforms.
27:29 - The role of covenants in Bitcoin and their potential to enhance transaction privacy.
34:26 - Innovations in Bitcoin mining pools and the impact of Ocean Bitcoin mining.
38:59 - Strategies beyond CoinJoin for improving privacy for Bitcoin transactions.
01:00:46 - How institutions can use Bitcoin technology to protect their financial sovereignty and self-custody assets.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Support our free podcast by supporting our sponsors:
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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In this episode, William Green chats with Bryan Lawrence, a highly successful hedge fund manager who runs an investment firm called Oakcliff Capital. Bryan almost never gives interviews, so this is a rare opportunity to hear him speak in depth about the advantages of a concentrated value strategy, how he finds new investments, what 6 questions he asks when analyzing any stock, what he’s learned from Buffett & Munger, & how to build a happy life.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
05:42 - What Bryan Lawrence learned from his hugely successful father.
16:30 - What Charlie Munger taught Bryan.
33:07 - How Shelby Cullom Davis turned $200,000 into $800 million.
39:14 - How Bryan has consciously built an investing edge.
43:25 - What he learned from meeting Warren Buffett.
47:15 - Why Bryan looks for three specific characteristics in any business.
59:18 - How to beat the market by making infrequent bets.
1:08:19 - Why he’s obsessed with identifying where he’s wrong.
1:10:17 - How he searches for new investment ideas.
1:14:32 - How he structures his day.
1:44:20 - How to think rationally about fossil fuels & climate change.
1:49:1 - How to build a happy life & great relationships.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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