The Investor’s Podcast

Hosted by Stig Brodersen, William Green, Shawn O’Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast (formerly We Study Billionaires) has proudly reached nearly 200 million downloads, making it 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 Howard Marks.

Leverage the lessons we learned from studying, and talking to, the world’s best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.

Listen to our twice-weekly episodes below.

And if you’re new to the show, check out our episode starter packs to get smarter about investing!

PODCAST EPISODES

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

On today’s show, Preston and Stig speak with Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.

TIP334: Disruptive Innovation w/ Cathie Wood

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. Its Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.

TIP333: Trend Following w/ Niels Kaastrup Larsen

On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic.

TIP332: Long-Term Investing w/ Tom Gayner

On today’s episode, Stig and Trey sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results.

TIP331: Inflation w/ Cullen Roche

On today’s episode, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings. Cullen is the father of Pragmatic Capitalism, the author of multiple investing books, and the regular guest of Bloomberg and major financial news outlets.

TIP330: Warren Buffett w/ Lawrence Cunningham

On today’s episode, we have author and George Washington University Professor of Law, Lawrence Cunningham. Lawrence is most known for his wildly successful publication of Warren Buffett’s Essays, Lawrence is the most prolific researcher and author of Buffett and Berkshire, having written over two dozen books on the topic.

TIP329: Value Investing w/ John Huber, Tobias Carlisle, and Wes Gray

This week, Stig has invited successful asset managers, John Huber, Tobias Carlisle, and Dr. Wes Gray and they talk about different value investing concepts that all investors should know.

TIP328: Balanced Portfolio Allocation w/ Damien Bisserier & Alex Shahidi

On today's show, Stig and Trey talk with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.