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PODCAST

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

The Investor"s Podcast Network

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 lessons from some of the world"s most famous investors, like Warren Buffett, Charlie Munger, and

business investing

All Episodes

85:02

TIP808: Current Market Opportunities w/ Daniel...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/19

On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation Software and other related companies. They wrap up the discussion by touching on a company that AI is very unlikely to disrupt — Hermès.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:10:08 - Why Mercado Libre continues

en

108:05

TIP807: Portfolio Review: Analyzing Holdings and...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/16

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchlist companies like FICO, Trade Desk, and Nintendo. They also cover companies that might need to leave the portfolio today. Candidates are TransDigm and Copart.For each, the question is the same: what are the key points of

en

97:29

RWH067: Prudent Investing In Perilous Times w/...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/12

In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value strategies. Here, he explores how to build resilient wealth by patiently holding a “non-uniform” portfolio of scarce assets that should endure & prosper even in difficult conditions. This episode provides a time-tested survival

en

92:08

TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/10

Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-border payments by matching local flows rather than moving money internationally through costly SWIFT networks. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:45 - The clever mechanism Wise uses to move money without actually crossing borders 00:09:14 - Why two Estonians at a London party ended up disrupting global banking 00:13:44 - How Wise earns revenue

en

64:08

TIP805: Stock Market Maestros w/ Kyle Grieve

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/05

Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their losses. Through profiling world-class fund managers, the book proves that disciplined execution, such as how you size, hold, and exit positions, ultimately matters more than stock selection itself.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:43 - The five investor archetypes and why behavior

en

74:15

TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/04/03

On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the most exceptional businesses in the financial sector by dominating the Excess & Surplus insurance market. Clay and Daniel break down the DNA of this wonderful business, and if the recent drawdown in the stock is a compelling opportunity for value investors. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:32 - An overview of the insurance

en

65:19

TIP803: How Economics and Art Shape Better Investors...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/29

Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-world business examples. Then he shifts gears to art, examining things such as audience, contrast, framing, and narrative, emphasizing how they shape investor behaviour and decision-making.IN THIS EPISODE YOU’LL

en

64:34

TIP802: When Genius Was Just Luck: The Go-Go Years w/...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/27

In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, and Gerry Tsai to reveal how incentives, momentum, and fraud can distort markets. The episode ultimately emphasizes timeless investing lessons around valuation discipline, skepticism, and aligning incentives with long-term

en

64:02

TIP801: Value Investing Meets Venture Capital w/ Kyle...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/22

In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:23 - How venture capital power laws shape investing returns and portfolio outcomes 00:06:19 - Why a tiny number of winners dominate most long-term investing

en

74:57

TIP800: Navigating an AI-Driven Market w/ François...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/20

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - François's key takeaways and lessons from 2025 00:03:58- Why François views AI as a revolution on par with the early internet 00:07:04 - The circular investment dynamic in AI infrastructure and what it means for companies

en

65:49

TIP799: The Davis Dynasty w/ Kyle Grieve

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/15

Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, and his grandson Chris Davis.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:44 - How and why Shelby Davis entered investing later in life 00:06:31 - Why frugality shaped Davis’s investing philosophy 00:11:57 - How

en

61:54

TIP798: Nintendo Stock Deep Dive w/ Clay Finck

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/13

In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:58 - How Nintendo evolved from a playing card company into one of the world’s most influential gaming businesses 00:14:13 - How movies, theme parks, and mobile apps help extend Nintendo’s intellectual property 00:22:48 - The strategic shift from one-time console sales to recurring

en

64:22

TIP797: Born To Be Wired w/ Kyle Grieve

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/08

Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped him compound capital over decades. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:55 - How Malone uncovered fraud and took over Jerrold 00:06:20 - Why risk assessment shaped his “what if not” framework 00:09:21 - How he chose TCI over higher-paying offers 00:11:29 - Creative leverage strategies to survive heavy debt 00:13:23 - Why EBITDA helped

en

55:26

TIP796: Die with Zero & Linde Stock Analysis w/ Clay...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/06

Clay explores Bill Perkins’ book Die with Zero, which challenges the traditional mindset of accumulating wealth at all costs and instead encourages readers to think more intentionally about how and when they spend their money. In the second segment, Clay shifts gears to analyze Linde PLC, the global industrial gas powerhouse. He explains why Linde may represent an attractive opportunity in today’s market. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:40 - Why optimizing for life

en

80:40

TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/03/01

Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:35 - Stig’s bull case for Berkshire: balance sheet, culture, and Greg Abel (NYSE: BRK.B) 00:27:09 - Berkshire bear case: slowing growth and capital allocation risks 00:30:47 - Tobias’ bull case for BellRing: FCF, protein brand strength, PE appeal (NYSE: BRBR) 00:38:30 - BellRing bear case:

en

61:14

TIP794: Keynes And The Markets w/ Kyle Grieve

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/02/27

Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:50 - Why John Maynard Keynes is such a fascinating case study in evolving as an investor 00:08:28 - A key resource that helped him think of assets from a bottom-up approach 00:10:59 - Why Keynes's experiences of going broke multiple times helped shape him into a long-term thinker 00:17:13 - How he

en

0:28

Programming Update Regarding Bitcoin Fundamentals and...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/02/25

We will temporarily pause new episodes of both shows.In the meantime, we encourage you to check out our other shows in this feed, including The Investor's Podcast and Richer, Wiser, Happier. Thank you for your continued support. We will provide updates as appropriate. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

en

90:32

RWH066: Essential Truths w/ Howard Marks, Nima...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/02/22

William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful lessons on resilience from Bill Miller & Epictetus.IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:31 - How investing legend Howard Marks views the euphoria over AI 00:11:10 - What potential mistakes he warns against in this environment 00:13:23 - What essential lessons William Green has learned from

en

60:07

TIP793: Thinking Fast & Slow by Daniel Kahneman w/...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/02/20

Clay explores Daniel Kahneman’s book Thinking, Fast and Slow, unpacking the cognitive biases that quietly shape our investment decisions. While markets often appear to be driven by data and logic, our decisions are frequently influenced by intuition, emotions, and mental shortcuts we don’t even realize we’re using. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:15 - Why temperament matters more than IQ in investing 00:11:10 - The difference between System 1 and System 2 thinking 00:16:01 -

en

64:31

TECH015: OpenClaw and Self-Sovereign AI w/ Alex...

The Investor"s Podcast (We Study Billionaires) - The... ·

2026/02/18

Alex Gladstein and Justin Moon break down the fundamentals of large language models and explore the rise of OpenClaw as a self-sovereign AI assistant. Justin explains context engineering, local inference, and vibe coding, while Alex dives into the AI for Individual Rights program and its mission to empower activists. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:12 - What Large Language Models (LLMs) are and how they differ from traditional programs 00:05:15 - Why AI feels like

en

1,174 results

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