We Study Billionaires - The Investors Podcast

We Study Billionaires - The Investors Podcast

Australia

First, we like to have fun. Second, we read and talk about the books that have influenced billionaires the most.

Episodes

TIP 121 : Super-Investor Mohnish Pabrai - Part 2 (Business Podcast)  

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.
TIP 120 : Warren Buffett's Clone: Mohnish Pabrai - Part I (Business Podcast)  

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
TIP 119 : The Lean Startup by Eric Ries (Business Podcast)  

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.
TIP 118 : Mastermind Discussion 4th Quarter (Business Podcast)  

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.
TIP 117 : Value Investing Legend, Bill Miller (Business Podcast)  

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.
TIP 116 : The 35 Year Bond Bubble w/ Grant Williams (Business Podcast)  

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  

TIP 115 : Value Investing and Special Situations w/ Toby Carlisle (Investing Podcast)  

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
TIP 114 : Part II - Jim Rickards ~ The Road to Ruin (Business Podcast)  

In this episode you will learn about:

The history of how the FED makes interest rates decision  Where the FED is making mistakes by ignoring credit growth What the FED will do in DEC 2016 World taxation and how it could happen What Ben Bernanke and William Dudley personally told Jim about raising rates

 

 

 

TIP 113 : Jim Rickards and the Road to Ruin (Business Podcast)  

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.
TIP 112 : Billionaire Paul Allen - Idea Man (Business Podcast)  

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.
TIP 111 : Good to Great - (Business Podcast)  

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.
TIP 110 : Jesse Felder and the Current Market Conditions  

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?
TIP 109 : Questions from the Audience (Business Podcast)  

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
TIP 108 : The Outsiders - 8 CEOs w/ Huge Returns (Investing podcast)  

In this episode, we read William Thorndike's book, The Outsiders.  The book talks about eight CEOs that had radically high returns and how they achieved such results. This episode covers the following topics. 

Why you want the CEO to think more like a capital allocator than a traditional CEO How the best capital allocators create arbitrage on their own stocks How to use debt intelligently when growing your company How and why the most profitable companies do not compete on price
TIP 107 : Jack Welch's book - Winning (Business Podcast)  

In this episode, you will learn about the following ideas.

How to rise to the top of the corporate world Why you should openly rank your employees and reward them accordingly How to provide feedback for your boss The one question you should ask to identify the best candidate for a job Why you should implement Lean Six Sigma Ask the investors: How much money do I need to start investing
TIP106 : Influence and Pre-Suasion w/ Dr. Robert Cialdini (Business Podcast)  

In this episode, Preston and Stig interview the legendary Dr. Robert Cialdini.  Dr. Cialdini is a New York Times Best Selling Author and is one of the leading researchers in the world for psychology and influence.  In the interview, Dr. Cialdini talks about some of the new ideas found in his new book titled, Pre-Suasion.  

TIP 105 : Mastermind Group 2016 3rd Quarter (Business Podcast)  

In this episode the Mastermind Group discusses various topics during the 3rd quarter 2016.  Below are some of the ideas the group talks about.

How can the investor find a decent yield when so man assets classes are overvalued? Why special situations might provide the best investing approach right now If Humana is a profitable risk arbitrage investment right now How you can generate a steady cash flow by sell put options in great businesses If dollar cost averaging is a good investment strategy in the current market conditions If QE causes a roaring stock market

 

 

 

TIP 104 : Billionaire Carl Icahn - A Rare Look Behind the Scenes w/ Mark Stevens, author of King Icahn (Business Podcast)  

One of the most misunderstood celebrity investors in the world is Billionaire Carl Icahn. Luckily for our audience, our guest Mark Stevens was one of the few people to forge a relationship with the unique and un-empathetic investor.

In this episode you'll learn about:

-What “greenmail” is and how Icahn basically got paid for not taking over companies
-How to conduct an activist approach to investing
-Why Carl Icahn always wins in a negotiation
-If Carl Icahn is truly a bear in the current market conditions

TIP 103 : Life Inc. - Running your home finances like a business w/ Doug McCormick  

In this episode, Preston and Stig talk to private equity expect, Doug McCormick, about using business principals to invest your family income.  Doug provides some unique ways to think about spending one's time and treating it like an asset.

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