#  @westudybillionaires We Study Billionaires We Study Billionaires posts on YouTube about investment, stocks, business, clay the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCBOkqyWxbp8jtcsvcHB7qog/interactions)  - [--] Week [-----] -21% - [--] Month [------] -58% - [--] Months [-------] -17% - [--] Year [-------] -32% ### Mentions: [--] [#](/creator/youtube::UCBOkqyWxbp8jtcsvcHB7qog/posts_active)  - [--] Week [--] +3% - [--] Month [--] +3.10% - [--] Months [---] -0.75% - [--] Year [---] +89% ### Followers: [------] [#](/creator/youtube::UCBOkqyWxbp8jtcsvcHB7qog/followers)  - [--] Week [------] +0.23% - [--] Month [------] +1.30% - [--] Months [------] +12% - [--] Year [------] +27% ### CreatorRank: [---------] [#](/creator/youtube::UCBOkqyWxbp8jtcsvcHB7qog/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [fashion brands](/list/fashion-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) #918 [luxury brands](/list/luxury-brands) [celebrities](/list/celebrities) **Social topic influence** [investment](/topic/investment) #3700, [stocks](/topic/stocks) #4186, [business](/topic/business), [clay](/topic/clay), [money](/topic/money), [education](/topic/education), [how to](/topic/how-to), [berkshire hathaway](/topic/berkshire-hathaway) #52, [finance](/topic/finance) #4496, [billionaires](/topic/billionaires) **Top accounts mentioned or mentioned by** [@theinvestorspodcastcom](/creator/undefined) [@theinvestorspodcastnetwork](/creator/undefined) **Top assets mentioned** [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Mastercard, Inc. (MA)](/topic/$ma) [AppFolio, Inc. Class A (APPF)](/topic/$appf) [BlackRock Inc (BLK)](/topic/blackrock) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Costco Wholesale Corporation (COST)](/topic/costco) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) ### Top Social Posts Top posts by engagements in the last [--] hours "The Decline of General Electric (GE) w/ William Cohan Power Failure Book Discussion (TIP527) My guest today is NYT best selling author William Cohan. William has just released a new book titled Power Failure: The Rise and Fall of an American Icon. Its the incredible story of General Electric which at many points over its [---] year history was the largest and most admired company in the world. We sometimes take for granted all of the many innovations that came out of GE like for starters. Electricity. As well as diesel locomotives jet engines water treatment systems power grids diagnostic and" [YouTube Link](https://youtube.com/watch?v=5B6PWppBoWo) 2023-02-23T23:45Z 87.9K followers, [----] engagements "Dollar Dominance Decline w/ Lyn Alden (TIP760) Stig speaks with Lyn Alden about the evolving dynamics of the U.S. dollar examining its shifting role & influence within the global economy. What you'll learn here: 00:00:00 - Intro 00:01:15 - Whether were moving from a US dollar system to a three-polar currency system 00:08:24 - The relationship between the fiscal deficit and the US dollar 00:17:41 - Why the US dollar may not go back to the strength it had in [----] any time soon 00:21:14 - How to use US dollar sanctions (if at all) to achieve your goals 00:32:42 - Whether the US effectively" [YouTube Link](https://youtube.com/watch?v=GDjE3kLA_w0) 2025-10-11T22:45Z 87.9K followers, 14K engagements "Visa Stock Deep Dive Best Quality Stock Idea Q1 [----] w/ Clay Finck (TIP791) On todays episode Clay breaks down his best quality stock idea for Q1 2026: Visa. What you'll learn here: 00:00:00 - Intro 00:01:01 - Superinvestors 00:07:09 - Story of Visa 00:10:58 - Trump Legislation 00:12:57 - Business Model 00:16:42 - American Express 00:20:02 - Visa vs Mastercard 00:32:36 - Financial Profile 00:37:19 - Future Growth & Risks 00:52:43 - More on American Express 00:58:58 - Closing thoughts Transcript & Guest Info:" [YouTube Link](https://youtube.com/watch?v=HiaxTOGgnZA) 2026-02-12T22:45Z 87.9K followers, [---] engagements "A Serial Acquirer Masterclass Why Acquisition Compounders Outperform w/ Niklas Svs (TIP713) Clay is joined by Niklas Svs to discuss the business model of serial acquirers. What youll learn here: 00:00:00 - Intro 00:01:18 - What is a serial acquirer 00:08:40 - Prices paid 00:10:08 - How debt enhances returns 00:10:24 - The best of the best serial acquirers 00:12:49 - Best practices for serial acquirers 00:22:14 - Being the buyer of choice 00:26:37 - Succession plans 00:34:58 - Why are serial acquirers more common in the nordics 00:40:52 - Common challenges 00:43:44 - Competitive advantages" [YouTube Link](https://youtube.com/watch?v=KuWcztU5Lu4) 2025-04-10T22:45Z 87.9K followers, [----] engagements "Art of Spending Money w/ Savings Expert Morgan Housel How to Optimize Money & Happiness (TIP759) On todays episode Clay is joined by Morgan Housel to discuss his newest book The Art of Spending Money Simple Choices for a Richer Life. Morgan Housel is a partner at The Collaborative Fund. Hes the New York Times Bestselling author of The Psychology of Money and Same As Ever. What you'll learn here: 00:00:00 - Intro 00:01:50 - Money and Happiness 00:06:04 - Utility vs Status 00:11:21 - No one is crazy 00:17:19 - Accumulating memories instead of money 00:23:47 - How to be content with what you" [YouTube Link](https://youtube.com/watch?v=UB2plZjKIbU) 2025-10-09T22:45Z 87.9K followers, 36.7K engagements "Bubble Warning for Stocks Bitcoin & Gold w/ Jim Grant (RWH062) In this episode William Green chats with Jim Grant famed editor of Grants Interest Rate Observera must-read publication for elite investment professionals. Here Jim warns that a major market top is in formation with irrational exuberance driving up prices for everything from stocks to Bitcoin to gold. Jim a financial historian who has covered markets for over [--] years says the current investment environment reminds him of perilous periods like the late-90s dotcom bubble. His advice Proceed with extreme caution. What you'll learn" [YouTube Link](https://youtube.com/watch?v=VIp_jZtAwDE) 2025-10-25T22:45Z 87.9K followers, 29.1K engagements "Avoid Disaster w/ Superinvestor Howard Marks (RWH063) In this episode William Green chats with multibillionaire investor Howard Marks the co-founder & co-Chairman of Oaktree Capital Management. Since its launch [--] years ago the firm has grown into a global powerhouse in alternative investments with $218 billion in assets. Here Howard explains how to prosper over decades by avoiding disaster & aiming for steady excellence; why he believes most AI companies will end up worthless; & why hes no fan of Bitcoin or gold. What you'll learn here: 00:00:00 - Intro 00:04:40 - Why Howard Marks aims for" [YouTube Link](https://youtube.com/watch?v=hmHk_lqv_6s) 2025-12-13T22:45Z 87.9K followers, 67.2K engagements "A Soulful Journey to Stellar Returns w/ Nima Shayegh (RWH064) In this episode William Green chats with Nima Shayegh a remarkably thoughtful hedge fund manager who runs a firm called Rumi Partners. Here Nima speaks in depth about his legendary mentor Lou Simpson who was hailed by Warren Buffett as one of the investment greats. Nima shares what he learned from Lou & from his own investment experience about how to achieve superb returns by detaching ourselves from market noise & focusing on more essential truths. What you'll learn here: 00:00:00 Intro 00:06:56 How Nima Shayegh came to see" [YouTube Link](https://youtube.com/watch?v=iitZPHBpYiM) 2025-12-20T23:45Z 87.9K followers, [----] engagements "The King of Luxury Bernard Arnault & LVMH w/ Christian Billinger (TIP645) Clay is joined by Christian Billinger to discuss Bernard Arnault LVMH and the broader luxury industry. Christian is chairman of Billinger Frvaltnings AB which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital Gartmore and GAM in London. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:03 - Bernard Arnault 00:11:37 - Investing in LVMH 00:13:47 - Business" [YouTube Link](https://youtube.com/watch?v=7mBjMbrGpXg) 2024-07-18T23:45Z 87.9K followers, [----] engagements "Mastermind Discussion Q1 [----] Ulta Beauty VeriSign and Lifco Bull & Bear Discussion (TIP696) Stig Brodersen is talking stocks with Tobias Carlisle and Shawn OMalley. Tobias is pitching VeriSign a business that prints money with high certainty year after year. Stigs pick is the serial acquirer LIFCO a wonderful company priced for perfection that he is on his watch list. Shawns stock of choice is the compounder Ulta Beauty. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:10 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN) 00:06:15 - The bear case of VeriSign including the threat" [YouTube Link](https://youtube.com/watch?v=CPOsvLyNbMw) 2025-02-01T22:45Z 87.9K followers, [----] engagements "Mohnish Pabrai on The Power of Compounding (TIP550) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview Mohnish Pabrai generously shares his investment framework and touches on various stocks including Alibaba Constellation Software Reysas Logistics and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds. RELATED EPISODES: -" [YouTube Link](https://youtube.com/watch?v=HR_gJ6WOe60) 2023-05-06T23:45Z 87.9K followers, 98.4K engagements "How Heico's Stock Compounded by 22% Since [----] The Mendelson Way of Business (TIP738) Clay dives deep into the remarkable story of Heico a quiet compounder thats delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry Heico flips that assumption on its head. What you'll learn here: 00:00:00 - Intro 00:01:01 - Heico Intro 00:04:19 - The Aerospace PMA Industry 00:04:52 - The Mendelson Takeover 00:06:32 - FAA Certification 00:09:39 - Lufthansa Partnership 00:11:36 - Heicos Acquisition Strategy 00:16:24 - Culture of" [YouTube Link](https://youtube.com/watch?v=RbuaQwbwHz4) 2025-07-17T22:45Z 87.9K followers, [----] engagements "The Greatest Capital Allocator No One Knows About Mark Leonard of Constellation Software (TIP531) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay does a deep dive into Constellation Software (Ticker: $CSU). Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to" [YouTube Link](https://youtube.com/watch?v=nVK2s80SfyM) 2023-03-04T23:45Z 87.9K followers, 40.6K engagements "The Search for Mispriced Stocks w/ Clay Finck (TIP782) Clay reviews the book Hidden Investment Treasures by Daniel Gladi and explores how the rise of passive investing has created growing inefficiencies in todays market. What you'll learn here: 00:00:00 - Intro 00:00:56 - The rise of passive investing 00:14:01 - Case study #1: Markel Group 00:20:54 - Case study #2: Alimentation Couche-Tard 00:28:43 - Case study #3: NVR 00:40:59 - Case study #4: Japan 00:49:09 - Case study #5: JP Morgan & OSB Group 00:51:13 - How to earn higher returns with less risk 00:54:54 - Closing thoughts Transcript &" [YouTube Link](https://youtube.com/watch?v=QWrlpz5nzrs) 2026-01-08T22:45Z 87.9K followers, [----] engagements "The Way of Excellence w/ Brad Stulberg (RWH065) William Green welcomes back bestselling author Brad Stulberg to chat about his new book The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. Brad whose previous books include Master of Change & The Practice of Groundedness is a high-performance coach who offers profound yet practical advice on how to succeed at the highest levels without sacrificing your values peace of mind & sense of joy. What you'll learn here: 00:00:00 - Intro 00:02:08 - How Brad Stulberg became obsessed with the pursuit of excellence" [YouTube Link](https://youtube.com/watch?v=hL71XlZw22c) 2026-01-24T22:45Z 87.9K followers, [----] engagements "The Luxury Strategy Why LVMH & Herms have Outperformed the Market w/ Christian Billinger (TIP643) Clay is joined by Christian Billinger to discuss The Luxury Strategy by Kapferer and Bastien. Over the past [--] years some of the best-performing companies in the stock market have come from the luxury sector. For example Hermes and LVMH which are both companies based out of France have compounded at 21% and 16% respectively. Christian is chairman of Billinger Frvaltnings AB which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms" [YouTube Link](https://youtube.com/watch?v=rbmDgRRwkJ4) 2024-07-11T23:45Z 87.8K followers, 11K engagements "Mastercard Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck & Kyle Grieve (TIP675) Clay and Kyle give an overview of their best quality stock idea for Q4 [----]. This quarter they discuss Mastercard. Mastercard a prominent name among quality investors has compounded at over 30% per year since its IPO in [----]. Operating in a duopoly with Visa the company enjoys long-term growth with minimal capital investment. It's also a common holding in the portfolios of superinvestors like Warren Buffett Chuck Akre and others featured on our podcast. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro" [YouTube Link](https://youtube.com/watch?v=1mf-cXyGN7s) 2024-11-14T23:45Z 87.9K followers, [----] engagements "Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790) Stig Brodersen speaks with Thomas Mueller-Borja the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games they can win balance ambition with contentment and build high-quality relationships. What you'll learn here: 00:00:00 - Intro 00:03:01 - What happens when BlackRock raises and deploys billions of dollars 00:26:17 - How the public debt situation across the developed world may influence your investment framework 00:46:05 - How to build high-quality" [YouTube Link](https://youtube.com/watch?v=LStx4Aerm78) 2026-02-07T22:45Z 87.9K followers, [----] engagements "Principles For Success In Investing & Life w/ Ray Dalio (RWH022) William Green chats with Ray Dalio one of the most successful investors of all time. Here Ray shares invaluable lessons on how to develop your own principles for success overcome your biggest obstacles construct a resilient portfolio invest wisely in China think rationally about Bitcoin & build a happy life that suits your personality. This is a true masterclass on investing & life. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:24 - How Ray Dalios habit of writing down his principles changed his life. 00:06:34 - Why its" [YouTube Link](https://youtube.com/watch?v=OVnVC6Ggv3g) 2023-02-18T23:45Z 87.9K followers, 40.9K engagements "ASML: Europe's Dominant Tech Monopoly (TIP746) Clay Finck unpacks the extraordinary rise of ASML a little-known Dutch company that quietly became the most important player in global technology. ASML holds one of the most powerful monopolies on earth as its the sole manufacturer of EUV lithography machines which make the worlds most advanced semiconductor chips. 00:00:00 - Intro 00:01:02 - ASMLs importance in global technology 00:03:12 - The founding of ASML 00:09:49 - Battles with Japanese competition and US rivals 00:11:31 - Partnership with TSMC and global expansion 00:33:01 - Breakthrough" [YouTube Link](https://youtube.com/watch?v=VXc6vUEOXQw) 2025-08-21T22:45Z 87.9K followers, [----] engagements "Learn From the Mistakes of the Worlds Greatest Investors Big Mistakes by Michael Batnick (TIP579) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay reviews Michael Batnicks book Big Mistakes: The Best Investors and Their Worst Investments. One of the best ways to become a better investor is to learn from our own mistakes. The" [YouTube Link](https://youtube.com/watch?v=Wzi3BV90wUo) 2023-09-30T23:45Z 87.9K followers, [----] engagements "Mastermind Discussion Q3 [----] Nintendo Virtu Financial and Betsson (TIP660) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Betsson is one of them. Haris pick Nintendo is at an attractive spot in the console cycle and Tobias pitches Virtu a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT) 00:07:14 - The bear case for Virtu including a discussion of whether their service is superior" [YouTube Link](https://youtube.com/watch?v=YTPr_QBIdiw) 2024-09-14T23:45Z 87.9K followers, [----] engagements "Booking Holdings Stock Deep Dive Best Quality Stock Idea Q2 [----] w/ Clay Finck & Kyle Grieve Clay and Kyle give an overview of their best quality stock idea for Q2 [----]. This quarter they discuss Booking Holdings. What you'll learn here: 00:00:00 - Intro 00:06:37 - How Booking built its dominant position in Europe and other markets globally. 00:11:59 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world. 00:17:33 - An overview of the competitive landscape for online travel agencies. 00:38:33 - Booking Holdings competitive advantages. 00:41:09 -" [YouTube Link](https://youtube.com/watch?v=kXHQgM2L1AA) 2025-05-16T00:14Z 87.9K followers, [----] engagements "How Copart's Stock Compounded by 21% Since [----] Junk to Gold by Willis Johnson (TIP601) Clay shares his biggest takeaways from reading billionaire Willis Johnsons book Junk to Gold. Willis Johnson founded Copart in [----] and today he is worth over $2.6 billion through his equity ownership in the company.Copart is one of the most impressive businesses weve studied. Over the past [--] years the stock has compounded at over 21% per year outperforming Microsoft Adobe and the majority of other stocks. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:03:44 - The key experiences in Willis Johnsons early" [YouTube Link](https://youtube.com/watch?v=vOvT6W83mso) 2024-01-18T23:45Z 87.9K followers, 12.2K engagements "Long-Term Compounding w/ Chris Mayer Constellation Software Topicus & Lumine (TIP608) Clay chats with Chris Mayer about long-term compounding and a few of his holdings including Constellation Software. Chris is well-known for his book [---] Baggers and has inspired thousands of readers to become better investors. If youre interested in investing in multi-baggers then this episode is a must-listen. Chris is the author of [---] Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:09 - A review of how Chriss fund" [YouTube Link](https://youtube.com/watch?v=1GnT1jxO8uA) 2024-02-15T23:45Z 87.9K followers, 35.9K engagements "Interactive Brokers Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck (TIP768) Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks options futures currencies and more. What you'll learn here: 00:00:00 - Intro 00:01:48 - Business history 00:08:18 - Business overview 00:20:01 - Going public 00:36:15 - Driving future growth 00:44:35 - Moat and competitive advantages 00:48:55 - IBKRs growth runway 00:50:17 -" [YouTube Link](https://youtube.com/watch?v=BiNDEayBCQ8) 2025-11-13T22:45Z 87.9K followers, [----] engagements "Thinking in Decades w/ Clay Finck (TIP781) Stig sits down with Clay to reflect on his portfolio decisions investment philosophy and personal evolution as an investor. What you'll learn here: 00:00:00 - Intro 00:00:45 - Which stocks Clay added to his portfolio in [----] 00:02:15 - How sidecar investing with exceptional founder-operators shapes Clays portfolio 00:18:50 - How short-term market narratives can diverge from changes in intrinsic value 00:13:19 - Why geography currency risk and capital flows matter in global investing 00:25:25 - How Clay approaches position sizing opportunity cost and" [YouTube Link](https://youtube.com/watch?v=GJ123us8Q3w) 2026-01-03T22:45Z 87.9K followers, [----] engagements "Berkshire Hathaway [----] w/ Chris Bloomstran (TIP717) Legendary investor Chris Bloomstran from Semper Augustus boasting an impressive 11.4% compounded annual growth rate since [----] will join Stig on today's show to explain how to value Berkshire Hathaway. What you'll learn here: 00:00:00 - Intro 00:01:15 - The importance of being trusted for Warren Buffett and Chris Bloomstran 00:11:28 - How to take a deep dive into Berkshire Hathaways culture and business model 00:17:51 - Why you may want to own a 10-year treasury over the S&P [---] over the next decade 00:19:24 - How to estimate whether youre" [YouTube Link](https://youtube.com/watch?v=M6sHolE_jsY) 2025-04-26T22:45Z 87.8K followers, 24.6K engagements "Mastermind Discussion Q4 [----] Sanofi Remitly & Crocs Stock Deep Dive (TIP767) Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi Remitly and Crocs. What you'll learn here: 00:00:00 - Intro 00:01:26 - Why Hari is bullish on Sanofis strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:04:10 - The bear case for Sanofi including patent cliffs 00:17:53 - Why Stig is bullish on Remitly highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY) 00:42:20 - The bear case" [YouTube Link](https://youtube.com/watch?v=SmYu10sfvBc) 2025-11-08T23:45Z 87.9K followers, [----] engagements "How Prem Watsa Built the "Berkshire Hathaway Of Canada" The Fairfax Way w/ Kyle Grieve (TIP783) Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing insurance float and resilient capital allocation. What you'll learn here: 00:00:00 Intro 00:02:26 How Prem Watsa accidentally found investing and never looked back 00:03:23 The exact thinking that shaped Fairfaxs long-term value discipline 00:06:22 Why insurance float became Fairfaxs secret compounding weapon 00:08:10 How Fairfax set bold targets and held itself publicly" [YouTube Link](https://youtube.com/watch?v=UoNHdafdlRo) 2026-01-10T22:45Z 87.9K followers, [----] engagements "Outperforming the Market Managing Risk & Market Inefficiencies w/ Andrew Brenton (TIP674) Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past [--] years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management which has averaged a 20.3% annual return since [----]. A $10000 investment would have grown to over $1.2 million by September [----]. Turtle Creek's Returns: https://www.turtlecreek.ca/our-returns/ IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:45 - The drawbacks of a buy-and-hold strategy 0:04:39 - Adding to" [YouTube Link](https://youtube.com/watch?v=VffsZHSVGqg) 2024-11-07T23:45Z 87.9K followers, 23.3K engagements "How to Attend the [----] Berkshire Hathaway Shareholder Meeting In this video Clay walks through how you can attend the [----] Berkshire Hathaway Annual Shareholders Meeting scheduled for May 2nd [----]. He also highlights key events surrounding the meeting and shares tips to make the most of your weekend in Omaha. Lastly Clay also outlines the in-person socials and dinners hosted by The Investors Podcast Network including limited spots available for listeners to connect with a vetted group of value investors. Timestamps: 0:00 - Intro 0:21 - How to attend the Berkshire Meeting 3:43 - Other events" [YouTube Link](https://youtube.com/watch?v=_Ghkq-_47Yo) 2025-12-11T13:07Z 87.9K followers, [---] engagements "How Money Is Changing w/ Alfonso Peccatiello (TIP495) On todays episode we welcome back Alfonso Peccatiello. Alf is the former head of a $20 bn Investment Portfolio and is now the author of The Macro Compass which is an awesome free newsletter. Alf and Preston discussed some major macro topics back in August on episode BTC [---] and Alf made some very accurate predictions so we had to bring him back. So be sure to check that out as well. I really enjoyed getting into the weeds on some of these very technical topics like interest rate swaps TLTRO loans pricing in inflation and other tools and" [YouTube Link](https://youtube.com/watch?v=ceqA64Zmd_Y) 2022-11-17T23:45Z 87.8K followers, [----] engagements "Lumine Stock Deep Dive w/ Clay Finck Constellation Software + Topicus - Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind - Seeking Winners free write-up on Lumine: https://seekingwinners.substack.com/welcome - Check out Interactive Brokers: https://www.interactivebrokers.com/referral/clayton711 IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:48 - Constellation Software 00:05:00 - Business Overview 00:10:58 - Investment Case for Lumine 00:13:55 - WideOrbit 00:15:35 - Incentives & Management 00:19:33 - Valuation 00:24:30 - TIP Mastermind" [YouTube Link](https://youtube.com/watch?v=kYLklbpnQz8) 2025-01-14T12:45Z 87.9K followers, 11.2K engagements "Mastermind Discussion Q2 [----] Microsoft Block Adyen and Devon Energy Bull & Bear (TIP728) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Microsoft the worlds biggest market cap company for good reason. Tobias is pitching Devon Energy an oil and gas producer with a big upside if youre right about the timing. Haris stocks of choice are Adyen and Block two fast-growing companies with stronger moats that meet the eye. What you'll learn here: 00:00:00 - Intro 00:00:40 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN)." [YouTube Link](https://youtube.com/watch?v=pSYgbfEyiBU) 2025-06-07T22:45Z 87.8K followers, [----] engagements "A Company To Watch Out For Constellation Software: Intrinsic Value Analysis 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to shareholders since their IPO in [----]. The stock has had an average annual return of over" [YouTube Link](https://youtube.com/watch?v=yM2zQxiWCOU) 2023-03-05T23:45Z 87.8K followers, 12.7K engagements "Finding Certainty in an Uncertain World Investing Excellence w/ Joseph Shaposhnik (TIP622) Clay sits down with Joseph Shaposhnik to discuss his high-quality investing approach. Since its inception in [----] the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities Global Premier Sustainable Equities and Global Space Technology Equities portfolios. According to Nasdaq eVestment the TCW New America fund has outperformed 99% of its peers. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro" [YouTube Link](https://youtube.com/watch?v=yglw7oWw1t8) 2024-04-11T23:45Z 87.9K followers, 11.4K engagements "Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve (TIP775) Kyle breaks down Michael Mauboussins best ideas on noise valuation the rule of [--] algorithms and base rates. What you'll learn here: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four myths in investing (many of which Ive fallen for) 00:26:15 - Why you must take GAAP numbers on a case-by-case basis due to handicaps of the standard 00:25:07 - How the rise in passive investing is making active investing more challenging 00:33:19 - Why GAAP losers outperform GAAP" [YouTube Link](https://youtube.com/watch?v=0PEXj2-O8RM) 2025-12-06T22:45Z 87.9K followers, [----] engagements "Mastermind Discussion Q3 [----] Uber Merck Bath & Body Works Bull & Bear Case (TIP751) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Uber the worlds largest ride-hailing company benefiting from scale and an expanding ecosystem. Tobias is pitching Bath & Body Works. A category leader in home and personal fragrance with high brand recognition and strong free cash flow. Haris stock of choice is Merck a pharmaceutical giant that owns the blockbuster oncology drug but faces a looming patent cliff risk. What you'll learn here: 00:00:00 - Intro 00:01:03 -" [YouTube Link](https://youtube.com/watch?v=18t3OsizYHA) 2025-09-06T22:45Z 87.9K followers, [----] engagements "How To Invest In A Bear Market w/ David Gardner (TIP499) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP On todays episode we bring back a very special guest and that is Mr. David Gardner. David is a co-founder of The Motley Fool an investing resource platform that hes been operating for over [--] years. David has an incredible investing track record having bought companies like AOL Amazon Netflix Nvidia and" [YouTube Link](https://youtube.com/watch?v=9fpiJuJ5o1k) 2022-11-24T23:45Z 87.2K followers, [----] engagements "How Home Depots Founders Built a $300 Billion Company From the Ground Up w/ Kyle Grieve (TIP769) Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus Arthur Blank and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership culture and competitive advantage that continue to define Home Depots success today. What you'll learn here: 00:00:00 - Intro 00:04:47 - The setbacks that sparked Home Depots creation after Bernie and Arthur" [YouTube Link](https://youtube.com/watch?v=A5paDgYo0qI) 2025-11-15T22:45Z 87.9K followers, [----] engagements "Survive & Thrive No Matter What w/ Arnold Van Den Berg (RWH061) In this episode William Green chats with Arnold Van Den Berg a revered investor whom he spotlighted in his book Richer Wiser Happier. Against all odds Arnold has run a highly successful investment firm for [--] years. Here he discusses what hes learned about how to succeed in markets & life; shares practical tools that hes found transformative; & explains how hes positioned to survive & thrive in the most overvalued US stock market hes ever seen. What you'll learn here: 00:00:00 - Intro 00:07:31 - How extreme focus saved the life" [YouTube Link](https://youtube.com/watch?v=AY8qqJ2iUBU) 2025-10-04T22:45Z 87.9K followers, [----] engagements "How to Navigate Market Cycles Insights from Howard Marks (TIP562) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay completes his review of Howard Marks book - Mastering the Market Cycle. Most investors arent aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles and position themselves to profit from" [YouTube Link](https://youtube.com/watch?v=GSdaNm-SyGU) 2023-07-01T23:45Z 86.8K followers, 14.6K engagements "Mastermind Discussion Q4 [----] Exploring Value Risks and Opportunities (TIP681) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Evolution is one of them. Haris pick Occidental Petroleum a stock Buffett has recently added to and Tobias pitches Alpha Metallurgical Resources a value stock that Mohnish Pabrai has loaded up on. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - What to make of Berkshires $300B+ cash pile 00:11:59 - Stigs bull case is for Evolution (Ticker on the Swedish Stock Exchange:" [YouTube Link](https://youtube.com/watch?v=GoS4dalv2YE) 2024-12-07T23:45Z 87K followers, [----] engagements "Lessons from Bear Markets w/ Richard Lawrence (TIP661) Clay is joined by Richard Lawrence the Founder and Executive Chairman of Overlook Investments a leading investment firm in Asia. Over a 30-year period Overlook compounded capital at 14.3% per year showcasing their consistent ability to find and invest in Asias best companies. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:14 - Richards visit to Hong Kong in [----] 0:04:43 - Lessons from Richards father 0:06:53 - Why Richard joined the investment business 0:08:15 - Investing in simple businesses 0:10:53 - The story of Richards apartment" [YouTube Link](https://youtube.com/watch?v=HCIOB31s2Jo) 2024-09-19T23:45Z 86.9K followers, 14K engagements "Stig Brodersens Mental Models & [----] Portfolio Update (TIP776) Clay is joined by Stig Brodersen to discuss the changes hes made to his portfolio why he sold out of Evolution AB and why hes bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholders weekend. What you'll learn here: 00:00:00 - Intro 00:01:09 - A look back at [----] 00:04:25 - New mental models 00:08:25 - Why Stig sold Evolution AB in [----] 00:16:13 - Why Stig bought Uber in [----] 00:21:21 -" [YouTube Link](https://youtube.com/watch?v=KhLTwX-uUSg) 2025-12-11T22:45Z 87.9K followers, [----] engagements "First Principles of Valuation w/ Tim Koller Partner at McKinsey & Company (TIP725) Clay Finck is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. What you'll learn here: 00:00:00 - Intro 00:00:51 - How companies create shareholder value. 00:04:42 - The common misconceptions related to creating shareholder value. 00:13:38 - How managers should think about return on invested capital. 00:28:47 - Why its so common for managers to not take a long-term" [YouTube Link](https://youtube.com/watch?v=LXbuuQtnkzw) 2025-05-29T22:45Z 87.2K followers, 21.1K engagements "Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve (TIP587) 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb 📊TRY OUR STOCK INVESTING TOOL:" [YouTube Link](https://youtube.com/watch?v=b3p_KSTe7Tw) 2023-11-09T23:45Z 87.3K followers, [----] engagements "Old Dominion Freight Line Stock Deep Dive Best Quality Idea Q3 [----] (TIP652) Clay and Kyle give an overview of their best quality stock idea for Q3 [----]. This quarter they discuss Old Dominion Freight Line. Over the past [--] years Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon Costco and Microsoft. Tune into todays episode to hear Clay and Kyles thoughts on Old Dominions business and what the prospective returns might look like going forward. IN THIS EPISODE YOULL LEARN:" [YouTube Link](https://youtube.com/watch?v=eBP3qEgXDxg) 2024-08-15T23:45Z 87.7K followers, [----] engagements "Mastermind Discussion Q1 [----] Spotify Disney & Mueller Industries (TIP610) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he is still bullish on Spotify. Haris pick Disney has recently been extremely volatile and Tobias pitches Mueller Industries a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:06:06 - Why Hari is bullish on Disney (Ticker: DIS) 0:13:25 - The bear case of Disney including increasing competition valuation and debt levels 0:34:36 - Why Stig" [YouTube Link](https://youtube.com/watch?v=idL0phA7aFA) 2024-02-24T23:45Z 87K followers, [----] engagements "What Money Taught Me About Happiness w/ Stig Brodersen (TIP785) In this episode Stig Brodersen shares personal reflections on money life and happiness. He explores how money magnifies who we already are why lifestyle creep can quietly erode happiness and how growing wealth may change relationships. What you'll learn here: 00:00:00 - Intro 00:00:57 - Why money magnifies who you are 00:02:26 - How to think about lifestyle creeps and incremental happiness 00:10:00 - Why you shouldnt try to change others 00:14:32 - Why you should be around people who play cricket 00:18:48 - Why you can have" [YouTube Link](https://youtube.com/watch?v=lH0dg8iJSUo) 2026-01-17T22:45Z 87.9K followers, [----] engagements "History's Biggest Market Bubbles w/ Clay Finck (TIP784) Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of [----] the Railway Mania of [----] and Japans asset bubble of the late 1980s. What you'll learn here: 00:00:00 - Intro 00:02:52 - Intro to bubbles & speculation 00:09:11 - South Sea Bubble 00:26:40 - [----] Railway Mania 00:41:42 - [----] Japanese Bubble 00:59:14 - Lessons from bubbles 01:01:16 - Closing thoughts Transcript & Guest Info:" [YouTube Link](https://youtube.com/watch?v=q_SHLDeNk-w) 2026-01-15T22:45Z 87.9K followers, [----] engagements "Stocks to BUY NOW [--] Wide Moat Stock Analysis for [----] (TIP524) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay breaks down four wide moat stocks to be considered for [----]. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace. However even some of the widest moat and highest quality companies can be a poor investment if you pay too" [YouTube Link](https://youtube.com/watch?v=qplGxmus2fM) 2023-02-13T23:45Z 87.1K followers, [----] engagements "The Secret to Buffetts Business Success w/ Lawrence Cunningham (TIP697) Clay and Lawrence Cunningham discuss the value of trust-based cultures and the impact of Warren Buffetts approach at Berkshire Hathaway. Cunningham is the Director of the University of Delaware's John L. Weinberg Center for Corporate Governance and serves on the boards of Constellation Software Markel Group and Kelly Partners Group. He is also a best-selling author known for works like The Essays of Warren Buffett Quality Investing and Quality Shareholders. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:31 - The job of" [YouTube Link](https://youtube.com/watch?v=riEZlQ5Tx88) 2025-02-06T22:45Z 86.8K followers, [----] engagements "Top Value Investing Events for [----] w/ Clay Finck In this video Clay breaks down some of the best in-person events for value investors looking to deepen their knowledge and connect with like-minded people. The video shares information related to events like the Berkshire Hathaway Annual Meeting ValueX Markels shareholder meeting and events hosted by The Investors Podcast Network along with tips on what makes each worthwhile. Time Stamps: 0:00 - Intro 1:28 - Berkshire Hathaway Annual Meeting 4:59 - ValueX Klosters 6:18 - Markel Annual Meeting 6:58 - Ben Graham Value Investing Conference 7:56 -" [YouTube Link](https://youtube.com/watch?v=sGSUnHsqPo4) 2026-01-15T10:56Z 87.9K followers, [---] engagements "Guy Spier Track Record Investing Risk VALUEx (TIP653) Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since [----] Guy Spiers fund has performed 9.3% vs. 8.7% annually for the S&P500. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:21 - What we can learn from royal families about moats in business. 00:30:33 - How Guy Spiers track record would look if we adjusted to luck 00:39:25 - Why Guy wants to be truthful and honest and not present himself in the best possible light 00:46:29 - If Guy would ever" [YouTube Link](https://youtube.com/watch?v=xsevf3I8Sgg) 2024-08-17T23:45Z 86.8K followers, 10.6K engagements "Mastermind Q3 2023: Stocks on Our Watchlist w/ Tobias Carlisle and Hari Ramachandra (TIP576) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE" [YouTube Link](https://youtube.com/watch?v=BIU8t35baOM) 2023-09-09T23:45Z 87.4K followers, [----] engagements "The [----] Dot-Com Bubble & Enron's Collapse w/ Clay Finck (TIP777) Clay explores the dot-com boom and bust through Roger Lowensteins book Origins of the Crash. The book unpacks how distorted incentives financial engineering and speculative excess reshaped markets. By studying this period in market history investors can better recognize recurring patterns in behavior incentives and speculation and apply those lessons to avoid future manias. What you'll learn here: 00:00:00 - Intro 00:01:00 - Year leading up to the bubble 00:02:40 - The rise of stock-based compensation 00:12:05 - Playing the" [YouTube Link](https://youtube.com/watch?v=PtxiwNaeDSk) 2025-12-18T22:45Z 87.9K followers, [----] engagements "Contrarian Investing & Sir John Templeton w/ Scott Phillips (TIP594) Clay is joined by Scott Phillips to discuss how to invest during times of max pessimism. Scott is married to and manages money with Lauren Templeton who is Sir John Templetons great-niece. Sir John was one of the greatest international investors of the 20th century and the master of finding pockets of the market that were most distressed and offered the highest level of asymmetric returns. Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management LLC. Mr. Phillips also serves as" [YouTube Link](https://youtube.com/watch?v=S8OXA2XIrNY) 2023-12-21T23:45Z 87.5K followers, 13K engagements "Google FIGS & Axon How To Value A Company w/ Brian Feroldi (TIP476) We welcome back our friend Brian Feroldi to discuss a few stock picks like Alphabet FIGS and Axon. Before we dig into the discussion we explore some thoughts around valuation and how some of the best investors of all time have evolved their strategies and thinking. Brian is always such a fun guest to speak with. I always walk away feeling smarter so without further ado I hope you enjoy this conversation with Brian Feroldi. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:23 - How and when to apply metrics like P/E P/GM and" [YouTube Link](https://youtube.com/watch?v=Vm3PHKlb4b0) 2022-09-15T23:45Z 87.7K followers, [----] engagements "Natural Resource Partners (NRP) Stock Presentation w/ Kyle Grieve Kyle Grieve presents an analysis of Natural Resource Partners (NRP) detailing its revenue streams the future of thermal and metallurgical coal management quality capital allocation strategy and potential risks. He explains why NRP may be a compelling investment opportunity. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:03:35 - Business Segment 1: Mineral Rights 00:05:58 - Business Segment 2: Soda Ash 00:07:36 - Business Segment 3: Carbon Neutral Initiatives 00:09:58 - Thermal Coal 00:11:33 - Metallurgical Coal 00:14:28 - NRP" [YouTube Link](https://youtube.com/watch?v=p9I45p477dQ) 2024-11-19T13:01Z 87.7K followers, [----] engagements "Why Warren Buffetts Risky Bets Werent Risky at All (TIP764) Stig Brodersen speaks with Tobias Carlisle founder and managing director of Acquirers Funds about Warren Buffetts timeless approach to risk. Drawing from Tobiass new book Soldier of Fortune they explore how ancient wisdom especially from The Art of War reveals the deeper logic behind Buffetts biggest and most misunderstood investing decisions. What you'll learn here: 00:00:00 - Intro 00:02:04 - Why the deal between General Re and Berkshire Hathaway was a masterstroke 00:18:07 - What the ancient text of the art of war can teach us" [YouTube Link](https://youtube.com/watch?v=sn9APSSJIVc) 2025-10-30T22:45Z 87.9K followers, [----] engagements "Insights from Jeremy Grantham Michael Mauboussin Josh Young and more [----] Takeaways (TIP512) In this episode I discuss my top takeaways from some of my conversations from [----]. Ill be sharing soundbites from the interviews to allow the guest to showcase their perspectives in their own words. While there is no way I could possibly distill everything I learned across the [--] episodes or 60+ hours of interviews I conducted this year I tried to capture the ones that really changed the trajectory of my thinking or investing style. [----] was another incredible year of insights from some of the top" [YouTube Link](https://youtube.com/watch?v=zpHznhZLUzw) 2023-01-05T23:45Z 87.7K followers, [----] engagements "Beating the Market: Boltons 28-Year Journey (TIP720) Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton revealing how he consistently outperformed the market by combining sentiment analysis in-depth fundamental research and a flexible yet disciplined portfolio strategy. What you'll learn here: 00:00:00 - Intro 00:00:43 - The traits Bolton observed in the best fund managers 00:02:27 - Why incomplete knowledge can be a strength 00:04:28 - A simple method for conviction-based portfolio reviews 00:09:45 - What to do when your investments aren't working 00:14:16 - The" [YouTube Link](https://youtube.com/watch?v=--trff7LuzQ) 2025-05-08T22:45Z 73.8K followers, [----] engagements "How Starbucks Became an $80 Billion Business Pour Your Heart Into It by Howard Schultz (TIP642) Clay discusses the early days of Starbucks and Howard Schultzs book Pour Your Heart Into It. Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in [----] Starbucks stock has had an average annual return of 18.6% relative to the S&P [---] returning 10.4% over that same period (with dividends reinvested). Clay unveils the fascinating story of how Howard fended off endless competition to build an iconic brand thats built to last. IN THIS EPISODE YOULL" [YouTube Link](https://youtube.com/watch?v=-h3xqIrX8QM) 2024-07-04T23:45Z 62.1K followers, [----] engagements "Warren Buffett's Favorite Book: Common Stocks and Uncommon Profits by Philip Fisher (TIP646) Kyle Grieve talks about "Common Stocks and Uncommon Profits" by Philip Fisher. He explores why the book was influential for Warren Buffett's transition to investing in quality businesses the importance of a deep understanding of a business for long-term success ways to learn about a business and its management and the development of Philip Fisher's investing philosophy. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:40 - The importance of avoiding dogmatic thinking in investing 00:03:31 - Why" [YouTube Link](https://youtube.com/watch?v=09w7yNKrWtI) 2024-07-20T23:45Z 54K followers, [----] engagements "Morgan Housel's Lessons on How to Get Rich Stay Rich and Build Wealth w/ Clay Finck (TIP657) Clay shares the most important lessons hes learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund a New York Times bestselling author and serves on the board of directors at Markel. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:06 - The best story wins 0:08:20 - Risk is what you dont see 0:18:20 - Why it pays to be an optimist 0:22:58 - What is enough 0:30:14 - Why time horizon matters more than your returns 0:42:19 - How humans create market cycles 0:45:36 - Outro 🤝" [YouTube Link](https://youtube.com/watch?v=0BHQHURDUqM) 2024-09-05T23:45Z 61.9K followers, [----] engagements "Private Credit: High Yield Returns & Recurring Income w/ Nelson Chu (TIP588) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb Clay is joined by Nelson Chu to do a deep dive on private credit. Nelson Chu is an experienced serial entrepreneur and the Founder" [YouTube Link](https://youtube.com/watch?v=0J8m2pxyzSk) 2023-11-18T23:45Z 33K followers, [----] engagements "Sol Price: The Retail Visionary Behind Costco's Success w/ Clay Finck (TIP691) Clay explores the life of Sol Price the retail pioneer behind FedMart and Price Club which led to the creation of Costco. The episode highlights how Price's business philosophies of treating employees well and focusing on customer value inspired entrepreneurs like Sam Walton and Jeff Bezos. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:10 - Sol Prices upbringing 0:09:46 - Getting into the Retail Business 0:12:13 - Launching Fedmart 0:34:14 - Selling Fedmart 0:38:07 - Launching Price Club 0:47:31 - Launching" [YouTube Link](https://youtube.com/watch?v=0hOeWFp8Cl4) 2025-01-16T22:45Z 82.2K followers, [----] engagements "World's Top Money Manager Insights w/ Kristof Gleich (TIP535) 📧 Understand the financial markets in just [--] minutes for FREE Subscribe now: https://bit.ly/3kUoYEn My guest today is Kristof Gleich. Kristof is the President and CIO of Harbor Capital and is responsible for Harbors $40B of AUM invested in boutique managers from across the World. Prior to Harbor Kristof worked at Goldman Sachs and JP Morgan. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - How Kristof would summarize Q1 of [----] 00:09:43 - How working with a wide array of managers helps inform his worldview 00:12:57 - What" [YouTube Link](https://youtube.com/watch?v=0rBPvj1fvOw) 2023-03-16T23:45Z 71.3K followers, [----] engagements "Betting on Tesla & the Power of Disruptive Technology w/ Christopher Tsai (RWH045) William Green chats with Christopher Tsai President & Chief Investment Officer of Tsai Capital. Christopher whos beaten the S&P [---] over the last [--] years explains why Tesla is his biggest position why investors routinely underestimate the impact of disruptive technologies why it was so challenging to be the son of Americas first celebrity fund manager what [--] habits help him most & what he learned from his famed mentors Peter Kaufman & Charlie Munger. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:10 - How" [YouTube Link](https://youtube.com/watch?v=0rNtqLgCXGM) 2024-05-25T23:45Z 73.8K followers, 13.2K engagements "The Beginner's Guide to Stock Investing: Learn the Fundamentals w/ Daniel Pronk & Jake Ruth (TIP578) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay is joined by Daniel Pronk and Jake Ruth to share the fundamentals of stock investing. They dive into everything they wish they knew as a beginner the books they would read and" [YouTube Link](https://youtube.com/watch?v=0wf-57VN74A) 2023-10-22T18:39Z 38.6K followers, [----] engagements "The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck (TIP693) Clay explores The Power Law by Sebastian Mallaby and uncovers the secret behind venture capitals astonishing success. The Power Law shows that a few companies like Google and Tesla drive most returns. Investors should look for bold founders to spot the next big ideas. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:47 - The Power Law 0:01:59 - Missing Tesla Stock 0:12:36 - Silicon Valley 0:14:09 - History of Venture Capital 0:25:04 - Invest in the right people 0:28:45 - Sequoia Capital 0:32:03 - Apples Early Days" [YouTube Link](https://youtube.com/watch?v=1QVaXlwPpjk) 2025-01-23T22:45Z 73.8K followers, [----] engagements "Ask Me Anything w/ William Green (RWH059) In this unusually personal and candid episode William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book Richer Wiser Happier: How the Worlds Greatest Investors Win in Markets & Life. Here William discusses the key qualities principles and practices hes observed in the best investors; how they handle adversity; what hes learned from his own setbacks failures and mistakes; and how hed invest if he were starting over. What you'll learn here: 00:00:00 - Intro 00:02:04 - What were the three best" [YouTube Link](https://youtube.com/watch?v=1VRaqFQ0Zd8) 2025-07-19T22:45Z 77.5K followers, [----] engagements "My Investment Philosophy w/ Clay Finck (TIP734) Clay shares key principles of his investment strategy focusing on high-quality businesses and long-term compounding influenced by top investors. What you'll learn here: 00:00:00 - Intro 00:01:05 - Early journey as an investor 00:05:17 - Charlie Mungers Influence on Clay 00:09:21 - Nick Sleeps Influence on Clay 00:11:08 - Chris Mayers Influence on Clay 00:15:30 - Bessembinder Study 00:25:05 - Sidecar Investing 00:31:38 - My portfolio 00:41:04 - Stocks follow earnings 00:46:36 - Valuation 00:51:59 - Importance of Simplicity Transcript & Guest" [YouTube Link](https://youtube.com/watch?v=1bh3AyIO1-4) 2025-07-03T22:45Z 76.9K followers, [----] engagements "Berkshire Hathaway Annual Shareholders Meeting [----] Discussion of The Investor's Podcast (TIP551) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay shares our favorite clips from the [----] Berkshire Hathaway annual shareholder meeting. Buffett and Munger delivered great insights during the marathon Q&A session and Clay also shares his thoughts on their responses during this episode. RELATED EPISODES: -" [YouTube Link](https://youtube.com/watch?v=2GtAlz1k8aU) 2023-05-11T23:45Z 81.7K followers, 27.2K engagements "Finding Hidden Investment Winners w/ Jon Cukierwar (TIP726) Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. What you'll learn here: 00:00:00 - Intro 00:01:06 - Lessons Jon learned working for legend Bob Robotti 00:05:16 - Why Jon favours high-quality growing businesses 00:15:01 - How Jon counters bias when meeting charismatic CEOs 00:25:23 - Why local investor networks unlock global insights 00:31:32 - Why Jon prioritizes owners earnings over net income 00:36:18 - The three essential traits Jon demands in investments and what" [YouTube Link](https://youtube.com/watch?v=3lBRgVn-j1s) 2025-05-31T22:45Z 75.2K followers, [----] engagements "The Art of Thoughtful Wealth Creation w/ William Green (TIP687) Kyle Grieve is joined by co-host William Green to explore cloning techniques whether contrarianism can be learned insights from Charlie Munger ways to enhance focus amidst noise the value of simplicity the impact of quality optimism in investing the benefits of close-knit communities and more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:14 - The most important investing concepts to adopt to tilt the odds in your favor in an uncertain world 00:08:29 - The keys to becoming an expert cloner to improve your investing and life" [YouTube Link](https://youtube.com/watch?v=4XBCuy5tOdE) 2024-12-28T23:45Z 65.9K followers, [----] engagements "An Investor's Guide to Clear Thinking w/ Chris Mayer (TIP569) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Back by popular demand we bring back Chris Mayer to chat about his book How Do You Know - A Guide to Clear Thinking About Wall Street Investing and Life. This book is one that really made us think as it is not your" [YouTube Link](https://youtube.com/watch?v=4tBSuif3x2M) 2023-08-10T23:45Z 73.9K followers, 31.5K engagements "The Intelligent Investor Rides Again w/ Jason Zweig (RWH050) William Green chats with Jason Zweig about his updated & revised edition of Benjamin Grahams The Intelligent Investor which Warren Buffett describes as by far the best book on investing ever written. Jason who also writes the Wall Street Journals Intelligent Investor column explains why Grahams classic book still holds vitally important lessons for todays investors. He also shares what hes learned from interviewing Buffett & Charlie Munger. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:05 - How Jason Zweig tackled the honor &" [YouTube Link](https://youtube.com/watch?v=54reqTa1zQg) 2024-10-19T23:45Z 74.4K followers, 35.1K engagements "The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk (TIP705) Kyle Grieve and Adam Wilk discuss the power of incremental improvement and uncovering hidden value drawing from Adams experience as an NBA scout. They explore the challenges of identifying quality in small-cap stocks and how a labor-intensive investing process drives outperformance. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:18 - How small bits of incremental progress lead to outsized returns over time 00:04:24 - Key insights in finding undervalued assets that he learned from looking for undervalued talent for an NBA" [YouTube Link](https://youtube.com/watch?v=5RnR101iG5Q) 2025-03-08T22:45Z 71K followers, [----] engagements "My Process for Finding Great Investments w/ Kyle Grieve (TIP755) Kyle Grieve discusses the lessons that shaped his investing philosophy from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential undervalued microcaps. He shares how goals temperament and a business-owner mindset guide his decisions and why compounding capital efficiency and management integrity are the cornerstones of his strategy. What you'll learn here: 00:00:00 - Intro 00:01:08 - Lessons learned from the early days as a pure speculator 00:07:37 - Kyles simple" [YouTube Link](https://youtube.com/watch?v=5Ydjzom81fg) 2025-09-20T22:45Z 87.9K followers, [----] engagements "Warren Buffett's Wealth-Building Secrets REVEALED w/ Robert Hagstrom (TIP635) Kyle Grieve and Robert Hagstrom discuss Warren Buffett's early investing mistakes the advantages of GEICO's insurance float for Buffett the outperformance of low turnover portfolios the mental model of looking at stocks as abstractions Warren Buffett's competitive advantage of thinking long-term modern portfolio theory's history and influence today the importance of focusing on certainties in investing strategy and more Robert Hagstrom is the Chief Investment Officer at EquityCompass and the Senior Portfolio Manager" [YouTube Link](https://youtube.com/watch?v=6o4LFH6zp6s) 2024-06-01T23:45Z 78.5K followers, 23.4K engagements "The Truth About Private Equity w/ Ted Seides (TIP663) Clay is joined by Ted Seides to discuss his new book Private Equity Deals: Lessons in investing dealmaking and operations from private equity professionals. The private equity industry has grown significantly in the past [--] years now totaling over $6 trillion. Ted the former president and Co-CIO of Protege Partners is also the host of the popular podcast Capital Allocators. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:12 - What has led to the growth in private equity over the past few decades 0:05:20 - Why David Swensen referred to" [YouTube Link](https://youtube.com/watch?v=7fJvY53joFM) 2024-09-26T23:45Z 71.7K followers, [----] engagements "What Is The REAL Intrinsic Value Of Berkshire Hathaway w/ Chris Bloomstran (TIP548) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 11.5% since" [YouTube Link](https://youtube.com/watch?v=7jaFSJFYov8) 2023-04-29T23:45Z 53.2K followers, 22.8K engagements "Happy Healthy Wealthy & Wise w/ Arnold Van Den Berg(RWH030) William Green speaks with Arnold Van Den Berg who spent the first years of his life in hiding during the Holocaust & overcame enormous obstacles to become a renowned investor. Here Arnold shares practical tools techniques & principles that helped him gain control over his mind & body so he could lift himself out of poverty & depression. His mission: to guide & empower others on their journey toward happiness success & prosperity. IN THIS EPISODE YOULL LEARN: - How this conversation fulfills Arnold Van Den Bergs decades-old dream. -" [YouTube Link](https://youtube.com/watch?v=7tuwfK9KLB8) 2023-07-22T23:45Z 67.7K followers, 16.2K engagements "Making Smarter Decisions & Why Great Investors Are Great Quitters w/ Annie Duke (TIP623) Kyle Grieve chats with Annie Duke about quitting decision-making and investing. They discuss the importance of base rates using kill criteria and dissociating ourselves from our cherished ideas. The conversation also covers using a quitting coach to let go of things we hold onto for too long and more. Annie Duke is an accomplished decision-making expert author and speaker. She has won over $4 million in tournament poker and has won the World Series of Poker and other prestigious poker events. Annie" [YouTube Link](https://youtube.com/watch?v=84Uisiv6VVI) 2024-04-13T23:45Z 68.5K followers, [----] engagements "Mental Models That Make You a Better Investor & Decision-maker w/ Kyle Grieve & Clay Finck (TIP641) Kyle Grieve and Clay Finck discuss key topics from "Investing: The Last Liberal Art" by Robert Hagstrom including the importance of using the right explanation for a business in a good investment thesis simple ways to improve reading comprehension using mathematical concepts for better decision-making understanding System I and System II thinking in investing and new mental models. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:03 - How to use the proper explanations in your analysis to" [YouTube Link](https://youtube.com/watch?v=8eLJbDPm7lw) 2024-06-29T23:45Z 62.1K followers, [----] engagements "Stocks with 100x RETURNS: Uncover the Strategy (TIP556) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: https://www.theinvestorspodcast.com/youtube-atakama Clay reviews Thomas Phelpss book - [---] to [--] in the Stock Market and also highlights writings put out by Akre Capital Management. RELATED EPISODES: - [---] Baggers: Stocks that Return 100-1 w/ Chris Mayer:" [YouTube Link](https://youtube.com/watch?v=8vKnQhnSMr0) 2023-06-01T23:45Z 62.4K followers, 27.7K engagements "Nike: From Humble Beginnings to Global Domination Shoe Dog by Phil Knight Summary (TIP655) Kyle Grieve discusses the autobiography "Shoe Dog" by Phil Knight the founder of Nike highlighting the importance of pursuing true happiness hustle trust with suppliers focus for business success downsides of issuing equity maintaining cash reserves and the complexities of business growth. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:57 - The importance of being aware of what will make you happy in life and pursuing it with a deep focus 00:05:41 - Why happiness can't be fulfilled based purely on" [YouTube Link](https://youtube.com/watch?v=9EUoJinbO_o) 2024-08-24T23:45Z 62K followers, [----] engagements "Richer Wiser Happier Q2 [----] Design Your Optimal Life w/ Stig Brodersen & William Green (TIP730) Stig and William invite you to join their journey as they share what's made them richer wiser and happier over the last quarter. What you'll learn here: 00:00:00 - Intro 00:07:02 - The power of (not) structuring your day 00:08:04 - Why you will waste years if you cant waste hours 00:08:31 - How to have work-play integration rather than a work-life balance 00:14:23 - What you can clone from an optimal life design 00:27:15 - Why the best things in life come from compounding 00:30:52 - Why what is" [YouTube Link](https://youtube.com/watch?v=9PPOePjfOVk) 2025-06-14T22:45Z 75.8K followers, [----] engagements "Hunting for Super Stocks w/ Peter Keefe (RWH034) William Green chats with Peter Keefe an outstanding investor whos trounced the market over three decades. Here Peter discusses his timeless investing principles what he looks for in a great business how he evaluates the quality of management why he loves Microsoft & Markel why managing money is a high calling & what investors can learn from apex predators. IN THIS EPISODE YOULL LEARN: - How Peter Keefe taught himself to invest intelligently. - Why he loathed selling stocks as a broker on commission. - Why a money managers principal motivation" [YouTube Link](https://youtube.com/watch?v=9qRCnCwQylw) 2023-10-14T23:45Z 73.8K followers, 29.8K engagements "Alphabet (Google) & Amazon Stock Analysis IN THIS EPISODE YOULL LEARN: 00:00 - Intro 01:21 - Stock Investing Checklist 04:25 - Alphabet 14:35 - Amazon ✔ Subscribe to the We Study Billionaires channel: https://www.youtube.com/c/WeStudyBillionaires 🎧 Listen to our episodes here: https://link.chtbl.com/WSB 🖊 Access our free show notes and transcript here: https://www.theinvestorspodcast.com MENTIONED EPISODES: - (TIP524) Four Wide Moat Stocks for 2023: https://link.chtbl.com/WSB524 - (TIP487) Warren Buffetts [--] Investment Principles: https://link.chtbl.com/WSB487 - (RWH007) Investing Legend" [YouTube Link](https://youtube.com/watch?v=A32wVHYdzcE) 2023-02-17T23:45Z 61.6K followers, [----] engagements "Decoding Financial Crises: Lessons From History This Time is Different & Broken Money (TIP624) Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes from a historical perspective there is nothing new except what is forgotten. Todays episode will help shed light on where our world might be heading in light of studying history. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:30 - Financial Crises 00:08:29 - Debt & Default 00:13:27 - Banking Crises 00:14:20 - Domestic Defaults 00:19:18 -" [YouTube Link](https://youtube.com/watch?v=AY61H_bMv9M) 2024-04-18T23:45Z 62.2K followers, [----] engagements "How Physics Chemistry and Biology Can Make You a Better Investor w/ Kyle Grieve (TIP749) Kyle Grieve discusses how mental models from physics chemistry and biology can give investors and business leaders sharper decision-making tools. Hell explore how applying these frameworks helps to identify opportunities avoid risks and build lasting advantages. What you'll learn here: 00:00:00 - Intro 00:01:30 - How relativity helps investors see opportunities from different perspectives. 00:06:59 - Why inertia reveals which businesses stay great or stuck over decades. 00:08:50 - How momentum creates" [YouTube Link](https://youtube.com/watch?v=CCk-Ig4yXRQ) 2025-08-30T22:45Z 87.9K followers, [----] engagements "Sam Zells Secrets to Spotting Bargains & Managing Risk w/ Clay Finck (TIP670) Clay reviews the wonderful book Am I Being Too Subtle by Sam Zell. Sam Zell has an impressive background having started his career in real estate in the late 1960s. Sam was the founder and chairman of Equity Group Investments a top private investment firm. He created the modern-day real estate investment trust (REIT) industry by founding Equity Office Properties Trust in [----] which he later sold for a record-breaking $39 billion in [----]. Just prior to passing away on May 18th [----] Sam had his final recorded" [YouTube Link](https://youtube.com/watch?v=CKbeMHxEYX4) 2024-10-24T23:45Z 81K followers, [----] engagements "How to Thrive Amid Change w/ Brad Stulberg(RWH051) William Green chats with Brad Stulberg about how to thrive amid change. Brad is the best-selling author of Master of Change: How to Excel When Everything is ChangingIncluding You & The Practice of Groundedness: A Transformative Path to Success that FeedsNot CrushesYour Soul. Here he shares practical tools & strategies based on scientific research battled-tested wisdom & his work as a high-performance coach to business leaders & elite athletes. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:25 - How Brad Stulberg became an expert on" [YouTube Link](https://youtube.com/watch?v=DlB4pJbUptU) 2024-11-09T23:45Z 62.6K followers, [----] engagements "The Global Hunt for Great Stocks w/ Laura Geritz (RWH040) William Green chats with Laura Geritz founder of Rondure Global Advisors which scours the globe in search of high-quality companies trading at attractive prices in places like India China Japan Thailand Taiwan Turkey Brazil & Mexico. Here Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle which is built around relentless travel voracious reading & abundant time to think. IN THIS EPISODE YOULL LEARN: - How Laura Geritz earned the nickname Money Bags. - How she" [YouTube Link](https://youtube.com/watch?v=DpeW6KxIcQk) 2024-01-20T23:45Z 73.8K followers, [----] engagements "Stock Market History & the AI Bubble w/ Jamie Catherwood (TIP595) Clay is joined by financial history expert Jamie Catherwood to discuss market forecasting interest rates and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog Investor Amnesia. IN THIS EPISODE YOU'LL LEARN: 0:00:00 - Intro 0:00:26 - Why we shouldnt try to make market forecasts. 0:03:47 - Psychological biases that play into why investors are prone to forecast markets. 0:22:17 - How we can determine" [YouTube Link](https://youtube.com/watch?v=DwYOs7ZcLhw) 2023-12-29T05:00Z 62.4K followers, [----] engagements "Top [--] Stocks to BUY NOW in [----] w/ Eddy Elfenbein (TIP518) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/WSB My guest today is Eddy Elfenbein. Eddy is a portfolio manager and editor of the blog Crossing Wall Street. His Buy List has beaten the S&P [---] by 102% over the last [--] years. Eddy and I discussed his Buy List for [----] at the top of the year episode [---] and Im excited to review his list for [----]. IN THIS EPISODE YOULL LEARN:" [YouTube Link](https://youtube.com/watch?v=Edle_thAU0s) 2023-01-26T23:45Z 62.3K followers, [----] engagements "Building Wealth Invest Like a Business Owner w/ David Fagan (TIP742) Stig Brodersen speaks with David Fagan a successful entrepreneur and investor about the powerful overlap between building businesses and investing in public markets. What you'll learn here: 00:00:00 - Intro 00:01:00 - Why some business owners often become better investors through firsthand experience with risk volatility and capital allocation 00:14:09 - The blind spots business owners have when they enter the world of investing 00:23:48 - Why you might shift your attitude toward dividends after experiencing firsthand how" [YouTube Link](https://youtube.com/watch?v=FLZXdfxVeeo) 2025-08-02T22:45Z 78.3K followers, [----] engagements "IMPORTANT Lessons from Warren Buffett's Shareholder Letters (TIP521) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay reviews Warren Buffetts shareholder letters and shares his takeaways and distills some of the biggest lessons he learned. If you asked a lot of value investors they would tell you that reading Buffetts letters is equivalent to an MBA on value investing and business. Buffett has a lot to" [YouTube Link](https://youtube.com/watch?v=FXWBa9x4rMs) 2023-02-06T23:45Z 77.9K followers, 26K engagements "Investing Wisely in an Era of Climate Change w/ Bruce Usher (RWH047) William Green chats with Bruce Usher author of a book titled Investing in the Era of Climate Change. Bruce a successful entrepreneur investor & Columbia Business School professor discusses the once-in-a-lifetime investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify & how to profit as trillions of dollars flow into innovative climate change solutions that will change the worldfrom electric vehicles to" [YouTube Link](https://youtube.com/watch?v=Fcf6Q6ozV6Y) 2024-07-06T23:45Z 62.3K followers, [----] engagements "Why Most Stocks Will Lose You Money w/ Professor Hendrik Bessembinder (TIP667) Clay is joined by Professor Hendrik Bessembinder to discuss his renowned research on the performance of individual stocks. Professor Bessembinder is a finance professor at Arizona State University known for his research on stock performance and extensive consulting experience. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:44 - Why Hendrik performed his famous study 0:04:07 - Why the average stock loses money 0:08:12 - Skewness 0:14:59 - Stock market drawdowns 0:17:06 - Technology companies 0:18:59 - Stocks" [YouTube Link](https://youtube.com/watch?v=G9_DqRf6Fto) 2024-10-10T23:45Z 60.8K followers, [----] engagements "Playing the Odds w/ Super-Investor Bruce Berkowitz (RWH041) William Green chats with famed investor Bruce Berkowitz whose Fairholme Fund has beaten the S&P [---] by [---] percentage points over [--] years. Bruce who was named Morningstars Domestic Stock-Fund Manager of the Decade in [----] talks here about the ups & downs of his volatile career how he changed his investment strategy after three costly losses why he likes cash as a kind of financial valium & why 80% of his fund is riding on one stock. IN THIS EPISODE YOULL LEARN: - What Bruce Berkowitz learned about odds by working as a bookmaker. -" [YouTube Link](https://youtube.com/watch?v=GAfeTR6ELm4) 2024-02-17T23:45Z 72.7K followers, 58.5K engagements "Owning Best-in-Class Businesses w/ Joseph Shaposhnik Rainwater Equity's Launch (TIP731) Clay talks with Joseph Shaposhnik about his new ETF Rainwater Equity (RW) launched on June 18th [----]. The fund targets recurring revenue businesses and aims for above-average capital growth. Joseph's previous fund had a 16.7% return since [----] surpassing the S&P [---]. Learn more about Rainwater Equity: https://rainwateretf.com What you'll learn here: 00:00:00 - Intro 00:01:08 - Meeting with Peter Lynch 00:02:49 - Lynch's wide investment spectrum: small caps turnarounds and growth 00:05:18 - Restaurant" [YouTube Link](https://youtube.com/watch?v=GK95byAoC88) 2025-06-19T22:45Z 76K followers, [----] engagements "Protect Your Wealth from Speculative Hype A Short History of Financial Euphoria Insights (TIP673) Kyle Grieve discusses speculative events highlighting their accessibility and the reasons they are likely to continue. He covers major historical euphoric episodes and three recent market bubbles many listeners have experienced. Grieve also explains how the rise in IPOs is often linked to these mini bubbles and shares six key takeaways from his book to help protect against bubble investing. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - The blueprint of a speculative event 00:07:00 - A" [YouTube Link](https://youtube.com/watch?v=GND-PcRuGe0) 2024-11-02T23:45Z 62.3K followers, [----] engagements "Amazons Secret Weapon: Customer Obsession (TIP716) Kyle Grieve explores how Jeff Bezos's vision and focus on customer experience shaped Amazon into a dominant business. What you'll learn here: 00:00:00 - Intro 00:02:55 - Why self-reliance helped Bezos repeatedly invent out of failure 00:03:38 - How Bezoss childhood brilliance helped forged Amazons DNA 00:05:18 - How DE Shaw inspired Amazons hiring bar and secretive innovations 00:12:14 - Why founder-led companies tripled returns vs peers from [--------] 00:15:15 - How Amazon used user reviews to build trust and boost Amazons moat 00:18:44 - How" [YouTube Link](https://youtube.com/watch?v=GXpEV3vzmfk) 2025-04-24T22:45Z 73.1K followers, [----] engagements "Should Value Investors Own Index Funds The Boglehead Investment Approach (TIP743) Clay shares John Bogles timeless philosophy of passively investing in low-cost index funds. Bogle the founder of Vanguard helped spark a global movement that has made investing more accessible and cost-effective. Today Vanguard manages over $10 trillion in assets and Bogles simple approach has been adopted by millions worldwide collectively saving investors trillions of dollars in fees over the years. What you'll learn here: 00:00:00 - Intro 00:01:02 - How John Bogles index fund philosophy revolutionized" [YouTube Link](https://youtube.com/watch?v=GooHSge6WpU) 2025-08-07T22:45Z 78.5K followers, [----] engagements "Buffett's Early Investments by Brett Gardner w/ Clay Finck (TIP682) Clay reviews Brett Gardners new book Buffetts Early Investments. Brett is an Analyst at Discerene Group LP a private investment partnership that invests globally with a long-term value philosophy. He shares our enthusiasm for Warren Buffett. From [----] to [----] Buffett compounded his investors capital at 23.8% net of fees compared to the Dow Jones's 7.4%. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:33 - Factors to Buffetts Outperformance 0:04:37 - Philadelphia and Reading Case Study 0:13:48 - P&R Acquisition Strategy" [YouTube Link](https://youtube.com/watch?v=H-uoUrICrjI) 2024-12-12T23:45Z 70.7K followers, [----] engagements "The Way to Win w/ Bill Nygren (RWH058) In this episode William Green chats with investing legend Bill Nygren who oversees about $25 billion at Harris Associates. Bill is the firms Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here he discusses the processes principles habits & mindset that have enabled him to beat the market over three decades. What you'll learn here: 00:00:00 - Intro 00:02:15 - How Bill Nygren became a contrarian bargain hunter. 00:14:09 - Why sports gambling companies often refuse to take his bets. 00:39:38 -" [YouTube Link](https://youtube.com/watch?v=H0lZJurFQno) 2025-06-21T22:45Z 76.2K followers, [----] engagements "How to Outperform with Unconventional Thinking w/ Larry Connor (TIP671) Kyle Grieve spoke with Larry Connor about the importance of being different for success thoroughly exploring opportunities investing counter-cyclically and staying true to core values. Larry Connor founded The Connor Group in [----] with $400000 and one investor. Today the business has over [----] investors and $5 billion in assets operating in [--] markets across the United States. Larry also founded The Connor Group Kids & Community Partners a non-profit organization supporting underprivileged children in communities where" [YouTube Link](https://youtube.com/watch?v=H2MCUWhgEcg) 2024-10-26T23:45Z 81K followers, [----] engagements "Scuttlebutt and Sleuthing: Unveiling the Secrets of Successful Investors w/ Kyle Grieve (TIP694) Kyle Grieve will discuss scuttlebutt popularized by Philip Fisher in Common Stocks and Uncommon Profits. Youll learn why scuttlebutt is essential for building conviction and understanding bullish and bearish views how it involves learning from key business groups the importance of asking the right questions for valuable insights and the role of industry specialists and networking in gathering expert knowledge. Additionally discover how to use self-reflection and journaling to improve" [YouTube Link](https://youtube.com/watch?v=HHD1udLjY5M) 2025-01-25T22:45Z 80.1K followers, [----] engagements "Netflix Ferrari & Managing Market Volatility w/ Arif Karim (TIP711) Clay is joined by Arif Karim to discuss Netflix and Ferrari. As a co-Portfolio Manager at Ensemble Capital Arif has extensive knowledge of both companies. Arif has been in the investment industry for over [--] years and is currently working on transitioning to his new venture in the industry. What youll learn here: 00:00:00 - Intro 00:00:38 - Why is Netflix a great business 00:04:29 - What is Netflixs moat 00:11:07 - Share price volatility 00:24:37 - Restricting password sharing and the ad-supported tier 00:00:00 - Becoming the" [YouTube Link](https://youtube.com/watch?v=HnRisxQ_1WE) 2025-04-03T22:45Z 72.1K followers, [----] engagements "How to Live by an Inner Scorecard w/ Pico Iyer (RWH055) William Green welcomes back Pico Iyer one of his all-time favorite guests. Pico is a famed author & speaker whose TED talks have been viewed about [--] million times. Here he discusses his new book Aflame which explores how to find peace of mind happiness & clarity amid extreme uncertainty & accelerating change. This episode is a masterclass on creating a richer wiser happier life while living by what Warren Buffett calls an inner scorecard. What you'll learn here: 00:00:00 - Intro 00:01:38 - How to find calm & clarity in the midst of" [YouTube Link](https://youtube.com/watch?v=I1QqXpV8Y5I) 2025-03-15T22:45Z 71.3K followers, [----] engagements "Long Term Success Strategies: Career Advice & Business Tactics w/ Sahil Bloom (TIP584) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Clay and Sahil Bloom discuss the philosophies and frameworks behind The Curiosity Chronicle Sahil's popular newsletter with over [------] subscribers." [YouTube Link](https://youtube.com/watch?v=IoOfNCqE9hg) 2023-10-26T23:45Z 62.3K followers, [----] engagements "Prepare for Turmoil w/ Bill Priest (RWH053) William Green speaks with Barrons Roundtable member Bill Priest who is Vice Chairman of TD Wealth and founder Chairman and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books including Winning at Active Management. Having prospered for six decades in the financial markets Bill has seen it all. Here he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:04:15 - How Bill Priest fell in love with" [YouTube Link](https://youtube.com/watch?v=JMDJ7Xobg1M) 2025-01-11T22:45Z 67.3K followers, [----] engagements "How Charlie Munger Built a Billion-Dollar Fortune Lessons From Damn Right By Janet Lowe (TIP683) Kyle Grieve explores the life of Charlie Munger drawing insights from his biography Damn Right. Hell cover Charlies similarities and differences with Benjamin Graham the value of dedicating an hour a day to thinking the role of decisiveness and conviction in transformative investments and how independent thinking shaped his life. Plus hell discuss lessons from his days practicing law key takeaways from his investment partnership and much more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:55" [YouTube Link](https://youtube.com/watch?v=JRxFresrF70) 2024-12-14T23:45Z 64.9K followers, [----] engagements "Investing in Hidden Monopolies: Why Customer Loyalty Creates Superior Moats w/ Kyle Grieve (TIP744) Kyle Grieve reframes competitive advantage through customer loyalty and introduces the Moat Strength Index (MSI) to help investors assess and track business quality. What you'll learn here: 00:00:00 Intro 00:01:41 Why scale effects are ineffective against disruption via innovation 00:05:06 Why having high customer loyalty is so powerful as an advantage vs competitors 00:08:36 The five customer loyalty moats you must know 00:16:02 Why ecosystem moats are so hard to build but generate significant" [YouTube Link](https://youtube.com/watch?v=Jt01iNxCxmM) 2025-08-09T22:45Z 78.6K followers, [----] engagements "Warren Buffetts Purchase of Taiwan Semiconductor Manufacturing Ticker TSM (TIP508) Clay Finck dives into Warren Buffetts recent purchase of Taiwan Semiconductor Manufacturing (Ticker TSM) the critical role semiconductors play in our overall economy and why Intel and Meta may be undervalued. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:04 - Buffetts Purchase of TSM 00:05:51 - Geopolitical Tensions 00:18:05 - US Restrictions on China 00:22:45 - Intel Stock 00:25:20 - What Drives a Stocks Value 00:28:50 - Home Depot Stock 00:31:32 - Graham and Dodd Annual Breakfast 00:34:53 - Why EBITDA" [YouTube Link](https://youtube.com/watch?v=KXcm_Kr-vBo) 2022-12-26T23:45Z 81.4K followers, [----] engagements "Thinking in Bets by Annie Duke A Guide to Smarter Decisions (TIP715) In this episode Clay explores the book Thinking in Bets by Annie Duke a guide to making better decisions under uncertainty. What youll learn here: 00:00:00 - Intro 00:00:51 - Superbowl XLIX 00:05:00 - Downfalls of Resulting 00:08:49 - System [--] vs System [--] Thinking 00:14:21 - Were all biased 00:18:28 - Updating our beliefs 00:28:09 - Buddy System 00:34:12 - Rashomon Effect 00:41:21 - Combatting Our Emotions 00:45:57 - Additional Tools for Decision Making 00:48:35 - Quitting Criteria when to sell a stock 00:53:23 - Final" [YouTube Link](https://youtube.com/watch?v=KYQAZxMEciY) 2025-04-17T22:45Z 72.8K followers, [----] engagements "The Making of a Quality Investor w/ Edwin Lugo Edwin Lugo is the Founder and Managing Partner of EL2 Capital which invests in high-quality companies for the long-term to compound the wealth of partners friends and family. Edwin has over three decades of experience in the investment industry and is also a member of our TIP Mastermind Community. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:35 - The early part of Edwins career 00:05:02 - Managing $6 billion in AUM 00:11:44 - Quality investing 00:23:41 - Starting EL2 Capital 00:32:45 - Intelligent Fanatics 00:35:27 - Moats 00:37:41 -" [YouTube Link](https://youtube.com/watch?v=Kh5hS9j-CII) 2025-03-04T12:45Z 70.7K followers, [----] engagements "Buffett Munger Bitcoin & More w/ Ray Dalio Bill Miller Chris Davis & Michael Berg (RWH052) William Green looks back at some of the most powerful lessons from the first [--] episodes of the podcast. He highlights four of his favorite interviews: with multibillionaire Ray Dalio Berkshire Hathaway board member Chris Davis investing legend Bill Miller & author Michael Berg. Here Dalio discusses how to overcome our weaknesses; Miller reveals the insights that made him a vast fortune on Bitcoin; Davis shares what hes learned from Buffett & Munger; & Berg explains how to increase your enjoyment of" [YouTube Link](https://youtube.com/watch?v=L5gPG0Ptgio) 2024-11-30T23:45Z 72.4K followers, 14.6K engagements "A New Golden Age for Savvy Stockpickers w/ Bob Robotti (RWH046) William Green chats with Bob Robotti a great investor whos crushed the S&P [---] over the last [--] years. Bob the President & Chief Investment Officer of Robotti & Co explains why he believes were in a new golden age for active value-oriented investors (not index funds); why he expects persistently high inflation; why hes betting heavily on the resurgence of Old Economy businesses; & how hes positioned to profit from the first truly global energy crisis. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:08:48 - How Bob Robotti lucked" [YouTube Link](https://youtube.com/watch?v=LPJTOBZw74E) 2024-06-22T23:45Z 65.2K followers, 45.6K engagements "Investing Calmly Amid the Storm w/ Christopher Begg (RWH056) William Green chats with Christopher Begg an exceptional hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris has also taught for many years at Columbia Business School where he teaches the prestigious Security Analysis course that Warren Buffett took with Ben Graham in [----]. Here Chris discusses how to stay calm amid market turmoil; how he identifies great businesses; why Tesla could deliver extraordinary long-term returns; & how he builds a balanced life in [--] key areas. What you'll learn here: 00:00:00 -" [YouTube Link](https://youtube.com/watch?v=Lyz3BhOYU6E) 2025-04-19T22:45Z 75.3K followers, 10.8K engagements "A Simple Path to Superb Returns w/ Anthony Kingsley (RWH036) William Green chats with Anthony Kingsley who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund which has crushed its benchmark index by [----] percentage points over [--] years. Here he discusses his firms surprisingly simple path to exceptional returns. IN THIS EPISODE YOULL LEARN: - What Anthony Kingsley learned from his great mentor James Findlay. - Why their firm Findlay Park lives by the mantra Keep it simple. - How the firm structures its" [YouTube Link](https://youtube.com/watch?v=LzxetiJgS3M) 2023-11-11T23:45Z 62.3K followers, 20.6K engagements "The Corporate Life Cycle: What Markers Tell Where a Company Falls w/ Aswath Damodaran (TIP654) Clay is joined by Aswath Damodaran to discuss his new book The Corporate Life Cycle. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written numerous books on valuation and has also made all of his university courses available online for free. Aswath is one of the clearest teachers of finance and investing in the industry. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:35 - The" [YouTube Link](https://youtube.com/watch?v=M4DV6eYVpwg) 2024-08-22T23:45Z 62K followers, 17.2K engagements "The Making of a Value Investor Bear Market Lessons w/ Gautam Baid (TIP583) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Clay is joined by Gautam Baid to discuss his new book The Making of a Value Investor. Gautam Baid CFA is the Managing Partner of Stellar Wealth Partners India" [YouTube Link](https://youtube.com/watch?v=McG8-9UNSfk) 2023-10-21T23:45Z 71.3K followers, 19.5K engagements "Buying Exceptional Businesses & Ignoring the Noise w/ Franois Rochon (TIP709) Clay and Franois Rochon discuss long-term investing emphasizing that buying great businesses at fair prices is key while market timing is unwise. Volatility he believes offers opportunities for investors. What youll learn here: 00:00:00 - Intro 00:00:50 - Annual Letter to Partners 00:06:10 - Invest in great businesses 00:11:45 - Level of concentration 00:14:14 - Always be fully invested 00:18:56 - How to calculate owners' earnings 00:28:41 - Podium of Errors 00:31:54 - Four risks to equity investors 00:43:43 -" [YouTube Link](https://youtube.com/watch?v=Me_mXNV3beI) 2025-03-27T22:45Z 79.4K followers, 18.4K engagements "How to Build Enduring Wealth w/ Guy Spier (RWH042) William Green chats with renowned hedge fund manager Guy Spier who has run the Aquamarine Fund since [----]. Guy talks about compounding wealth over decades lessons from Warren Buffett and his own mistakes how to succeed by avoiding poor investment behavior building the right relationships and recognizing our weaknesses. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:09 - Why its so intense for Guy Spier & William Green to collaborate. - How telling the truth changed Guys life. - Why the Global Financial Crisis terrified him. 00:22:42 - Why" [YouTube Link](https://youtube.com/watch?v=Nps8i1Pl9hU) 2024-03-16T23:45Z 66K followers, 45.5K engagements "Investment Strategies of the Superrich w/ Adam Shapiro (RWH048) William Green chats with Adam Shapiro Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families allocating their assets to everything from hedge funds to private equity. Here he explains how to build & safeguard wealth over the long term; how he identifies the best fund managers; why hes wary of index funds & ETFs; & how to thrive by building a powerful network & removing excess filler from your portfolio & your life. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:05:27 - Why Adam" [YouTube Link](https://youtube.com/watch?v=O-SFkU3I2Vw) 2024-08-03T23:45Z 62K followers, 11K engagements "Advice for My Twenty-Year-Old Self w/ Stig Brodersen (TIP712) Stig Brodersen shares [--] pieces of advice with his 20-year-old self. What you'll learn here: 00:00:00 - Intro 00:00:55 - Why the limits of your language are the limits of your world 00:05:09 - Why you need to leave your comfort zone 00:07:38 - Why you can grow from making yourself vulnerable 00:20:02 - Why you can have anything but not everything 00:32:02 - Why you should do what you say and say what you do 00:52:42 - Why you should be intentional with your relationships - but not too much Transcript & Guest Info:" [YouTube Link](https://youtube.com/watch?v=OSciRHS873Y) 2025-04-05T22:45Z 72.2K followers, [----] engagements "Mannu So Naught 🤭😝😁 Best Part of Mannu Tannu Vlongs.✌Our Cuties 😘❤#manishq" [YouTube Link](https://youtube.com/watch?v=OzyBijsYeV8) 2025-09-07T07:58Z [----] followers, [----] engagements "Outperforming the Market with Integrity Friendship & Wisdom Guy Spier interview (TIP735) Stig Brodersen speaks with Guy Spier who has outperformed the S&P [---] since [----] with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist and how friendships service and living by an inner scorecard guide his life and investment philosophy. What you'll learn here: 00:00:00 - Intro 00:02:42 - Why Guy Spier decided to invest in The Economist 00:13:56 - How Guy is living by his inner scorecard 00:54:58 - How does Guy invest in friendships 01:02:43 - Why friendships are there for a reason a" [YouTube Link](https://youtube.com/watch?v=RbbTjJkDLkw) 2025-07-05T22:45Z 76.8K followers, [----] engagements "The Art of Execution Cut your Losers & Run your Winners w/ Clay Finck (TIP736) Clay reviews Lee Freeman-Shor's book The Art of Execution. Freeman-Shor studied [--] of the world's top investors over seven years revealing why investment success depends far more on execution than stock picking. What you'll learn here: 00:00:00 - Intro 00:00:57 - TIP Summit Announcement 00:01:30 - The Fund Results 00:06:12 - The Rabbits: Investors Who Freeze 00:08:41 - Cognitive Biases That Destroy Returns 00:27:32 - The Assassins: Masters of Cutting Losses 00:32:45 - The Hunters: Doubling Down on Losers 00:36:47 -" [YouTube Link](https://youtube.com/watch?v=S1yl-aZFF_o) 2025-07-10T22:45Z 77.1K followers, [----] engagements "You can be a Stock Market Genius w/ Roger Fan Greenblatt's 30%+ Returns (TIP677) Clay and Roger Fan discuss Joel Greenblatt's book You Can Be a Stock Market Genius. Greenblatt a legendary hedge fund manager averaged 40% annual returns over [--] years turning $1 million into $836 million. Roger Fan is the Chief Investment Officer at RF Capital Management. RF Capital seeks to achieve superior risk-adjusted returns by investing in obscure undervalued companies globally. Rogers Firm: https://www.rfcapitalmanagement.com/ IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:24 - Who is Joel Greenblatt" [YouTube Link](https://youtube.com/watch?v=SaWYalg7w4E) 2024-11-21T23:45Z 63.4K followers, [----] engagements "100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay sits down with Chris Mayer to discuss the lessons from his book - [---] Baggers. Chris is the author of [---] Baggers and the portfolio manager of Woodlock House Family Capital. Chriss book" [YouTube Link](https://youtube.com/watch?v=ScZdenQbd8A) 2023-04-08T23:45Z 73.8K followers, 57.4K engagements "Reading the Signals: How to Identify Winning Investments w/ Andrew Martin (TIP692) Kyle Grieve interviews Andrew Martin about applying his PhD to investing traits of great investments physics-based mental models interest in small-cap stocks using an inflection point strategy to outperform the market and more. WHAT YOU'LL LEARN HERE: 00:00:00 - Intro 00:02:35 - The physical cue that Andrew looks out for to help him subconsciously identify fantastic investing opportunities 00:08:25 - How to combat biases in investing to avoid making big mistakes 00:10:34 - How to utilize a natural contrarian" [YouTube Link](https://youtube.com/watch?v=SsQ89e1anmE) 2025-01-18T22:45Z 73.8K followers, [----] engagements "Maximizing Your Profits: How to Avoid Common Investing Mistakes w/ Kyle Grieve & Clay Finck (TIP614) Kyle and Clay discuss how human psychology impacts investment decisions provides strategies to mitigate biases and stresses the importance of patience simplicity and understanding value. They also explain the significance of recognizing market biases through market cycles and prioritizing temperament over intellect. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:59 - Why greed makes us feel smart 00:13:41 - The follies of trying to time the market The downside of timing the market" [YouTube Link](https://youtube.com/watch?v=Tm033YT7gyM) 2024-03-09T23:45Z [--] followers, [----] engagements "How Smart Investors Limit Risk: Seth Klarmans Margin of Safety w/ Kyle Grieve (TIP737) Kyle explores value investing through Seth Klarmans Margin of Safety focusing on mindset discipline and risk management. What you'll learn here: 00:00:00 - Intro 00:05:04 - Why most investors speculate rather than investand how to tell the difference 00:11:01 - Why fund managers have structural weaknesses that require them to prioritize the wrong things 00:13:26 - Why EBITDA can misleadand how it hides a businesss actual condition 00:16:46 - Why value investors focus more on downside protection than upside" [YouTube Link](https://youtube.com/watch?v=UJr8O_GHAKA) 2025-07-12T22:45Z 77.3K followers, [----] engagements "Market Cycles Value Investing & Nvidia w/ Rob Arnott (TIP688) Clay is joined by Rob Arnott to discuss the Fundamental Index the equity risk premium and where Rob believes were at in the value cycle. Rob Arnott is the founder and chairman of Research Affiliates actively involved in research portfolio management product innovation and client interactions. He is on the Executive Committee and co-portfolio manager for the PIMCO All Asset and RAE funds. Rob has worked to connect academic theorists with financial markets challenging conventional wisdom to find value-adding solutions for investors." [YouTube Link](https://youtube.com/watch?v=UqMP6AeZQA4) 2025-01-02T23:45Z 69K followers, [----] engagements "Stock Market History & the AI Bubble w/ Jamie Catherwood (TIP595) Clay is joined by financial history expert Jamie Catherwood to discuss market forecasting interest rates and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog Investor Amnesia. IN THIS EPISODE YOU'LL LEARN: - Why we shouldnt try to make market forecasts. - Psychological biases that play into why investors are prone to forecast markets. - How we can determine which market forecasts are worth putting" [YouTube Link](https://youtube.com/watch?v=Uzxy0ou4Gyw) 2023-12-28T23:45Z [--] followers, [---] engagements "A Sea Change Is Happening: What Worked Then Wont Work Now w/ Howard Marks (TIP545) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP My guest today is illustrious Howard Marks founder of Oaktree Capital which oversees $140B in AUM. Howard has become an investing legend through his consistent performance his focus on contrarian assets and of course his memos. He is also known for his focus on risk management" [YouTube Link](https://youtube.com/watch?v=VF56c5jyGy4) 2023-04-13T23:45Z 81.7K followers, 293.1K engagements "Pick Winning Stocks with a Stock Investing Checklist w/ Clay Finck (TIP656) Today's episode features Clay offering a detailed guide on creating an investment checklist to help avoid picking and losing stocks. An investment checklist along with a thorough fundamental analysis is crucial for making informed decisions in the investing world. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:42 - The importance of fundamental research 00:03:46 - How to generate investment ideas 00:06:00 - Starting fundamental research 00:11:29 - Understanding customers 00:18:28 - Understanding the competitive" [YouTube Link](https://youtube.com/watch?v=VRYfIcVxz9k) 2024-08-29T23:45Z 57.9K followers, [----] engagements "Outperforming the Market with Integrity Friendship & Wisdom Guy Spier interview (TIP735) Stig Brodersen speaks with Guy Spier who has outperformed the S&P [---] since [----] with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist and how friendships service and living by an inner scorecard guide his life and investment philosophy. What you'll learn here: 00:00:00 - Intro 00:02:42 - Why Guy Spier decided to invest in The Economist 00:13:56 - How Guy is living by his inner scorecard 00:55:05 - How does Guy invest in friendships 01:02:50 - Why friendships are there for a reason a" [YouTube Link](https://youtube.com/watch?v=VZ86U7LILrU) 2025-07-06T13:51Z 77.3K followers, [----] engagements "How Turtle Creek Beat the Market Since [----] Value Investing Masterclass w/ Andrew Brenton (TIP592) Clay is joined by Andrew Brenton. Andrew Brenton is the CEO and co-founder of Turtle Creek. Since its inception in [----] Turtle Creek has achieved an average annual return of 20% versus just 7% for the market. $10000 invested into their fund at inception would have grown to over $885000 as of September [--] [----] and had that money been invested in the market it would have been worth just under $52000. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:47 - How Andrews experience in private markets" [YouTube Link](https://youtube.com/watch?v=VfCJk7Wvldk) 2023-12-07T23:45Z 77.9K followers, 33.2K engagements "The BEST Investor You've NEVER Heard Of: Nick Sleep (TIP492) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay Finck reads through Nick Sleep's letters and distills the biggest lessons he learned from studying his writings and investment career. Through Sleeps fund the Nomad Investment Partnership he achieved a stellar total return of 921% versus 117% for the world index during the [--] year period of the" [YouTube Link](https://youtube.com/watch?v=YJQaKHnurpo) 2022-11-07T23:45Z 87.7K followers, 44.8K engagements "Quality Shareholders by Lawrence Cunningham w/ Clay Finck (TIP679) Not all shareholders are equally committed to a company's long-term success. Today's companies need quality shareholders who buy large stakes and hold them for extended periods. Lawrence Cunningham explains why in his book Quality Shareholders: How the Best Managers Attract and Keep Them. Lawrence Director of the John Weinberg Center for Corporate Governance is vice chairman of Constellation Software and a director at Markel and Kelly Partners Group. He has authored several notable books on investing and corporate governance." [YouTube Link](https://youtube.com/watch?v=YvRL77h3xGU) 2024-11-28T23:45Z 63.7K followers, [----] engagements "Mastermind Q4 [----] Dollar General (DG): Stock to Buy or Value Trap (TIP586) 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind-application 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📊TRY OUR" [YouTube Link](https://youtube.com/watch?v=ZORRgmZlDVI) 2023-11-04T23:45Z 72.6K followers, [----] engagements "Richer Wiser Happier Q3 [----] w/ William Green & Stig Brodersen (TIP581) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on kindness they discuss what has made them Richer Wiser or" [YouTube Link](https://youtube.com/watch?v=_3IjgHTbgu4) 2023-10-07T23:45Z 62.4K followers, [----] engagements "AppFolio Stock Deep Dive Best Quality Stock Idea Q1 [----] w/ Clay Finck & Kyle Grieve (TIP698) Clay and Kyle give an overview of their best quality stock idea for Q1 [----]. This quarter they discuss AppFolio. AppFolio is a high-growth software company reshaping property management. Clay and Kyle discuss its revenue growth competitive edge and AI innovations assessing whether its a sound investment. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:09 - AppFolio Business Overview 0:04:28 - How Sticky AppFolios products are 0:17:05 - Key Performance Indicators 0:18:53 - AppFolios AI Tools 0:26:09" [YouTube Link](https://youtube.com/watch?v=a5ZIL2Z6WNw) 2025-02-13T22:45Z 80.4K followers, [----] engagements "Richer Wiser Happier Q1 [----] Becoming Your Best Self w/ Stig Brodersen & William Green (TIP703) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. In their quest for meaningful relationships and being the best version of themselves they discuss what has made them Richer Wiser or Happier in the past quarter. Youre invited to join them on their journey. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:44 - What makes you go weak and go strong 00:09:06 - Why emotions can be real but not true 00:20:50 - How to let go of experiences you would rather forget" [YouTube Link](https://youtube.com/watch?v=aEQL6XYGYzU) 2025-03-01T22:45Z 71.5K followers, [----] engagements "How Warren Buffett Became Warren Buffett Buffett: The Making of an American Capitalist (TIP733) Kyle Grieve delves into Warren Buffett's life exploring Roger Lowenstein's book Buffett: The Making of an American Capitalist. What you'll learn here: 00:00:00 - Intro 00:01:12 - How Buffett showed business instincts as a young boy 00:01:36 - How Buffett used scuttlebutt early in his career 00:02:19 - The influence Buffetts father had on his mindset 00:08:39 - Three timeless principles Buffett learned from Ben Graham 00:17:10 - The period Buffett compounded at over 50% annually 00:21:40 - How a" [YouTube Link](https://youtube.com/watch?v=ayTTLV9Ayko) 2025-06-28T22:45Z 78.7K followers, [----] engagements "A History of Stock Market Bubbles w/ Legend Investor Jeremy Grantham (TIP650) Clay is joined by investing legend and bubble historian Jeremy Grantham. Jeremy gives his updated views on the recent stock market run-up how todays market compares to market bubbles of the past and indicators that point to the potential bear market that lies ahead. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:31 - Lessons investing in microcaps in the 1960s 00:05:51 - A history of the markets biggest bubbles 00:13:47 - View on Todays Market 00:15:57 - AI 00:18:18 - Impact of interest rate cuts 00:21:19 - How" [YouTube Link](https://youtube.com/watch?v=az5UjfRqRwA) 2024-08-08T23:45Z 62K followers, 88.4K engagements "Mohnish Pabrai on Investing and Life Lessons (TIP719) Legendary value investor Mohnish Pabrai shares his successful investment strategies and life lessons with Stig Brodersen. Pabrai's fund has substantially beaten the S&P [---] since its inception. What youll learn here: 00:00:00 - Intro 00:00:56 - How stock investors can truly think like the owners of the business 00:09:48 - Which advice would Mohnish give to himself at ages [--] and [--] 00:20:38 - Why you should learn from your mistakes but not too much 00:33:23 - Why Mohnish looks at philanthropy as part two of the ultimate game 00:38:05 - Why" [YouTube Link](https://youtube.com/watch?v=bbdEsPAPq9M) 2025-05-03T22:45Z 73.8K followers, 17.1K engagements "Broken Money w/ Lyn Alden (TIP574) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book Broken Money. In this first part episode of two youll quickly hear why Stig and Preston think Broken Money is one of the best books they read in [----]. RELATED EPISODES: - Is The" [YouTube Link](https://youtube.com/watch?v=bs_pYdK8CU8) 2023-09-02T23:45Z 75K followers, 30.7K engagements "Herms Stock Deep Dive The World's Most Prestigious Luxury Brand w/ Shree Viswanathan (TIP659) Clay is joined by Shree Viswanathan for a stock deep dive on Herms. Herms is known for luxury goods like Birkin and Kelly bags silk scarves and equestrian-inspired items. Since the IPO in [----] shares of Herms have compounded at 20.6% (excluding dividends) while the S&P [---] had a total return of just 10.4%. Shree Viswanathan is the founder and portfolio manager of SVN Capital. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:43 - Business overview of Herms 0:04:12 - What is luxury 0:09:44 - Where" [YouTube Link](https://youtube.com/watch?v=bu_XavY7F5M) 2024-09-12T23:45Z 71.9K followers, 11.2K engagements "Richer Wiser Happier Q4 [----] The Investor's Paradox w/ Stig Brodersen & William Green (TIP676) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on building meaningful relationships and traveling with friends along the path they discuss what has made them Richer Wiser or Happier in the past quarter IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:30 - Why the opposite of a virtue is also a virtue 00:14:58 - Why you need to hold two contradictory thoughts in your head and still stay sane 00:33:35 - Why the Nomad Partnership principles" [YouTube Link](https://youtube.com/watch?v=c72HS52IsMY) 2024-11-16T23:45Z 63K followers, [----] engagements "How to Beat the Market Over [--] Years w/ Jay Bowen (RWH049) William Green chats with Harold J. (Jay) Bowen III President & CIO of Bowen Hanes & Company. Jay & his late father generated dazzling returns for their biggest client the Tampa Firefighters & Police Officers Pension Fund. The funds stock portfolio has achieved an annualized return of 14.4% over [--] years & a cumulative return of more than 81000%. Here Jay explains how they pulled this off sharing one of the great untold stories of the investment world. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:18 - How Jay Bowens father came" [YouTube Link](https://youtube.com/watch?v=cFJtWt8HFhU) 2024-08-31T23:45Z 62K followers, [--] engagements "From Confusion to Clarity: Master Mental Models for Smarter Decisions w/ Kyle Grieve (TIP740) Kyle Grieve discusses the power of mental models how they sharpen our thinking and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking including the circle of competence inversion first-principles thinking probabilistic thinking and more. What you'll learn here: 00:00:00 - Intro 00:00:37 - What exactly are mental models 00:03:12 - The three failures people have with interacting with reality 00:07:39 - A simple 6-step framework for" [YouTube Link](https://youtube.com/watch?v=cwjQPhrrh44) 2025-07-26T22:45Z 77.9K followers, [----] engagements "Coca-Colas Brand Power & Moat Explained Buffetts Iconic Investment w/ Kyle Grieve (TIP724) Kyle Grieve chats about one of the most iconic businesses in historyCoca-Colaand explores its enduring competitive advantages its remarkable turnaround under CEO Roberto Goizueta and what Warren Buffett saw that made it one of Berkshire Hathaways most legendary investments. What you'll learn here: 00:00:00 - Intro 00:00:34 - What gives Coca-Cola four enduring edges over competitors worldwide. 00:06:04 - A brief overview of Coca-Colas two primary business segments. 00:07:49 - Why Goizuetas personality" [YouTube Link](https://youtube.com/watch?v=dmoASUTVHhQ) 2025-05-24T22:45Z 78.1K followers, [----] engagements "The Founder's Mindset w/ Cristiano Souza (TIP706) Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business. Cristiano Souza founded Zeno Equity Partners in [----] after [--] years at Dynamo where he managed a fund that returned 24% annually in US dollars. What youll learn here: 00:00:00 - Intro 00:00:48 - Joining Dynamo 00:02:30 - Investing in Brazil 00:08:30 - Filtering process 00:13:35 - LVMH 00:17:50 - Investing in the US 00:29:20 - Risk management 00:32:31 - Assessing management 00:38:35 - Linde PLC 00:42:48 - Lindes competitive advantage" [YouTube Link](https://youtube.com/watch?v=el9UKzwtNlM) 2025-03-13T22:45Z 71.2K followers, [----] engagements "Richer Wiser Happier Q3 [----] Building Relationships w/ Stig Brodersen & William Green (TIP644) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on building meaningful relationships and serving others they discuss what has made them Richer Wiser or Happier in the past quarter. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - How to deal with your ego 00:05:47 - Stig and Williams journey to serve others 00:31:54 - Why Stig has invested with Mohnish Pabrai 00:41:29 - Why one should not judge others for flawed values 00:59:42 - What" [YouTube Link](https://youtube.com/watch?v=g0zP2bY72S8) 2024-07-13T23:45Z 62.2K followers, [----] engagements "Multi-Bagger First Principles Finding Stocks That 10x or More w/ Ian Cassel (TIP606) Clay is joined by Ian Cassel to discuss multi-bagger first principles what hes learned from investor Tony Deden and biases he has had to overcome to continue improving as an investor. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:50 - A [----] overview of Ians fund. 0:04:10 - Ians investment journaling and reflection process. 0:09:07 -" [YouTube Link](https://youtube.com/watch?v=gPJ78EQSsOg) 2024-02-08T23:45Z 62.4K followers, 16.4K engagements "Uncovering the Truth: Is China's Economy Collapsing w/ Kyle Bass (TIP611) Clay chats with Kyle Bass the founder and principal of Hayman Capital Management. Haymans first major success came from effectively shorting the housing market in [----] and Kyle was profiled in Michael Lewis book The Big Short. After seeing Chinese stocks drop 20% over the past year I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:57 - Why China is potentially preparing to invade Taiwan." [YouTube Link](https://youtube.com/watch?v=hvgQaH2pA3Q) 2024-02-29T23:45Z 81.7K followers, 162.7K engagements "Hedging Against Market Crashes w/ Kris Sidial (TIP702) Clay and Kris Sidial discuss tail risk hedging which protects portfolios from extreme market downturns and enhances long-term growth. Kris Sidial is the co-investment officer of Ambrus Group which implements a carry-neutral tail risk hedging strategy to protect investors against market crashes. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:49 - What is tail risk hedging 0:05:23 - What is the VIX 0:07:26 - March [----] drawdown 0:11:06 - Previous market blowups 0:16:05 - Self-reinforcing nature of markets 0:23:31 - Short vol strategy" [YouTube Link](https://youtube.com/watch?v=iVAM9vShYno) 2025-02-27T22:45Z 73.1K followers, [----] engagements "Peter Lynch: How To Invest For Beginners One Up on Wall Street Review (TIP511) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay Finck reviews Peter Lynchs best-selling book One Up on Wall Street. Peter Lynch is known for managing the Fidelity Magellan Fund which achieved an average annual return of 29.2% per year from [----] through [----]. RELATED EPISODES: - Warren Buffetts Purchase of Taiwan" [YouTube Link](https://youtube.com/watch?v=j5i3RmGzZw0) 2023-01-02T23:45Z 77.8K followers, 31K engagements "Inflation Current Market Conditions and AI w/ David Stein (TIP568) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay chats with David Stein about current market conditions the role of international stocks in a portfolio whether investors should get exposure to AI stocks or not if GDP is an outdated metric the role of" [YouTube Link](https://youtube.com/watch?v=k5WqAI33Fx4) 2023-08-05T23:45Z 82.2K followers, [----] engagements "Insights From A Reclusive Investment Firm w/ Graeme Forster (TIP532) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/WSB We have a very special guest today and that is Dr. Graeme Forster. Graeme is the Managing Director of Orbis which currently manages around $30B. Graeme attained a masters in mathematics from Oxford and a PhD in Mathematical Epidemiology and Economics from Cambridge. Orbis is a global investment management firm and" [YouTube Link](https://youtube.com/watch?v=kHJ7eb7X5OM) 2023-10-14T13:10Z 32.5K followers, [----] engagements "The Vigilant Investors Guide to Success in Stocks & Life w/ Chris Bloomstran (RWH032) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast William Green speaks with Chris Bloomstran President & Chief Investment Officer of Semper Augustus. Chris explains how to achieve long-term success by seeking a dual margin of safety that comes" [YouTube Link](https://youtube.com/watch?v=kM8Z7cWtKV4) 2023-09-16T23:47Z 38.4K followers, [----] engagements "Winning the Long Game: Global & Contrarian Value Investing w/ Soo Chuen Tan (TIP647) Clay is joined by Soo Chuen Tan the founder and president of Discerene Group to discuss global and contrarian value investing. Soo Chuen started his firm in [----] with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach Discerene has had an impressive investment track record since its founding in June [----]. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - Founding Story 00:13:08 - Why Discerene has outperformed 00:18:38 - How to be a better" [YouTube Link](https://youtube.com/watch?v=k_w7zvU9mAg) 2024-07-26T04:08Z 54.5K followers, [----] engagements "Gold: Why It Hit All-Time Highs Central Banks & Portfolio Strategies w/ Lyn Alden (TIP638) Stig Brodersen talks with investment expert Lyn Alden about why gold has recently hit an all-time high. They discuss the optimal market conditions for gold investments and gold in portfolio management. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:43 - Why the gold price is at an all-time high 00:02:11 - Who are the buyers of gold and what is the role of central banks 00:12:38 - Why emerging economies have more gold on their balance sheet than developed economies 00:20:37 - Whether it makes sense" [YouTube Link](https://youtube.com/watch?v=kmdZscixbSA) 2024-06-15T23:45Z 78K followers, 15.4K engagements "Stock Market Crises & Bubbles w/ Brendan Hughes (TIP589) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb Clay is joined by Brendan Hughes to chat about his new book - Markets in Chaos. The book explores various market crises including the COVID-19 pandemic" [YouTube Link](https://youtube.com/watch?v=lUR16FpadmU) 2023-11-25T23:45Z 33.3K followers, [----] engagements "The Financial Stocks Expert w/ Gator Capital's Derek Pilecki (TIP669) Clay is joined by Derek Pilecki. Derek manages financial sector portfolios at Gator Capital Management with an annual compounded capital growth of 21.0% since July [----] outperforming the S&P [---]. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:14 - Launching a fund during the financial crisis 0:08:18 - When to invest short-term instead of long-term 0:12:22 - His ingredients to success as a hedge fund manager 0:15:57 - 186% returns in [----] 0:18:55 - How Derek made 20x his money alongside Bill Ackman 0:22:24 - Why Buffett" [YouTube Link](https://youtube.com/watch?v=ltYn40a5-_s) 2024-10-17T23:45Z 80.2K followers, [----] engagements "The Art of Buying Growth Companies for Value Prices w/ James and Abby Zimmerman (TIP723) Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses the importance of strong balance sheets how they navigate their circle of competence and much more. What you'll learn here: 00:00:00 - Intro 00:00:59 - How communitiespublic and privatecan spark better investment ideas. 00:06:18 - Why free cash flow yield is their north star metric. 00:09:41 - How to tell if value drivers are simple or deceptively complex. 00:13:48 - Why staying inside" [YouTube Link](https://youtube.com/watch?v=m1u7xzygf4k) 2025-05-22T22:45Z 74.7K followers, [----] engagements "Is Wall Street's Playbook Broken w/ Harris Kupperman (TIP708) Kyle Grieve speaks with Harris Kupperman about his concentrated investing strategy and the challenges investors face in navigating markets. Harris Kupperman is the founder and CIO of Praetorian Capital and author of Kuppys Korner. Hes also Chairman and CEO of Mongolia Growth Group. What youll learn here: 00:00:00 - Intro 00:01:03 - Unlocking macro investing secrets that actually work in real markets 00:14:57 - How Harris shifts between strategies based on market conditions 00:19:13 - Why cutting low-conviction positions can unlock" [YouTube Link](https://youtube.com/watch?v=nIY8f6jaqYo) 2025-03-22T22:45Z 72.5K followers, [----] engagements "Jeff Bezos' Secrets to Amazon's Success: Top Takeaways From His Shareholder Letters (TIP637) Clay reviews Jeff Bezos shareholder letters and shares his biggest takeaways. Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazons IPO the stock is up 152400%. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:38 - [----] Letter 00:16:14 - Capital Efficiency 00:20:54 - Hiring Approach 00:24:03 - Market Opportunity in [----] 00:25:35 - The Stock is not the company 00:33:48 - Owners vs Renters 00:43:57 - Amazon Prime 00:49:17 - Ignoring the" [YouTube Link](https://youtube.com/watch?v=nbJnzQRZlA4) 2024-06-13T23:45Z 64.4K followers, [----] engagements "Generating Alpha Digital Payments & AI w/ Deiya Pernas (TIP750) Clay is joined by Deiya Pernas to discuss his investing philosophy why he sees opportunity for investors in the digital payments space and why he is closely following developments in AI. What you'll learn here: 00:00:00 - Intro 00:00:55 - Pernas investing philosophy 00:04:44 - How to go about making predictions 00:09:30 - How poker made Deiya a better investor 00:13:30 - Holding cash 00:16:34 - The importance of understanding working capital 00:25:18 - Why Deiya is attracted to the digital payments space 00:28:00 - Stablecoins" [YouTube Link](https://youtube.com/watch?v=np3vi5MxenY) 2025-09-04T22:45Z 87.9K followers, [----] engagements "Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria (TIP680) In today's episode Clay is joined by Dev Kantesaria to discuss the market environment and investment opportunities including FICO and S&P Global. Dev is the founder and portfolio manager at Valley Forge Capital Management which has outperformed the S&P [---] since [----] and manages over $4 billion in assets. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:37 - Thoughts on the Current Market 0:02:50 - Market Timing 0:03:53 - Devs investment approach versus Buffetts 0:08:07 - The importance of predictability 0:10:23" [YouTube Link](https://youtube.com/watch?v=nt5jnCCW2iM) 2024-12-05T23:45Z 65.2K followers, 22.6K engagements "Mastering the Capital Cycle Capital Returns by Edward Chancellor (TIP729) Clay Finck explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience the book uncovers the capital cycle framework which reveals how capital flows supply dynamics and managerial incentives drive long-term investment outcomes. What you'll learn here: 00:00:00 - Intro 00:01:00 - An overview of Capital Returns 00:06:33 - Focus on supply dynamics (not demand) 00:19:19 - [----] Commodity Bubble 00:25:52 - Capital Cycle Case Study on Wind Turbines" [YouTube Link](https://youtube.com/watch?v=nw6YAvdbFeQ) 2025-06-12T22:45Z 75.7K followers, [----] engagements "Common Stocks and Common Sense: The Strategies of a Successful Value Investor (TIP710) Kyle Grieve discusses Edgar Wachenheim's "Common Stocks and Common Sense highlighting how contrarianism cyclical awareness and decisive action especially during market panics can lead to strong stock returns. What you'll learn here: 00:00:00 - Intro 00:01:29 - Why common stocks offer more than just solid returns 00:03:46 - One mindset shift to sharpen your contrarian investing edge 00:05:21 - Three questions that clarify any tough investing decision 00:08:10 - How averaging up became Eds unfair advantage" [YouTube Link](https://youtube.com/watch?v=o3BJIqDPtVs) 2025-03-29T22:45Z 71.9K followers, [----] engagements "Crushing The Market Over Four Decades w/ Thomas Russo (RWH013) William Green chats with Thomas Russo a revered global investor whos beaten the market by a mile over four decades. Tom who oversees $8.5 billion is the Managing Member at Gardner Russo & Quinn and Semper Vic Partners. Here he shares the principles that drive his enduring success along with key lessons hes learned from three legends: Warren Buffett Charlie Munger and Bill Ruane. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:36 - What Tom Russo learned from a life-changing encounter with Warren Buffett in [----]. 00:09:07 - Why" [YouTube Link](https://youtube.com/watch?v=oqpeuaPyFMI) 2022-09-17T23:45Z 71.8K followers, 35.8K engagements "How Warren Buffett Builds a Winning Portfolio w/ Kyle Grieve (TIP662) Kyle Grieve discusses Jeremy Miller's book Warren Buffett's Ground Rules. He discusses avoiding being taken advantage of by Mr. Market maximizing the effects of compounding tracking investment performance aligning with partners contrarianism in investing and the challenge of scaling capital. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:04:16 - How to think about the time lag between a business's changing fundamentals and its market price 00:09:21 - The story that taught Warren Buffett about the magic of compounding" [YouTube Link](https://youtube.com/watch?v=oukGGo5n6m8) 2024-09-21T23:45Z 61.8K followers, [----] engagements "The Mindset and Skills That Build Investing Legends w/ Ian Cassel (TIP732) Kyle Grieve chats with Ian Cassel about what separates good great and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve avoid common traps and develop underappreciated edges that compound into long-term outperformance. What you'll learn here: 00:00:00 - Intro 00:01:05 - What sparked Ians obsession with investor greatness 00:06:18 - The two metrics that reveal actual investing skill 00:11:51 - Why radical self-honesty drives long-term improvement" [YouTube Link](https://youtube.com/watch?v=p0NXInEJTFA) 2025-06-26T22:45Z 80.2K followers, 14K engagements "Big Tech Stocks w/ Adam Seessel (TIP686) Clay and investor Adam Seessel discuss recent Big Tech developments and Adam's insights since his [----] book Where the Money Is. Adam started his investing career at Sanford C. Bernstein Baron Capital and Davis Selected Advisors before founding his own firm Gravity Capital Management. Since the mid-2000s he has consistently outperformed the S&P [---] and has contributed to Barrons and Fortune. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:18 - Pivotal moments in Adams investment career 0:07:40 - The creation of Value [---] 0:10:20 - What percent of the" [YouTube Link](https://youtube.com/watch?v=pM4TvywfNgg) 2024-12-26T23:45Z 73.8K followers, 14.7K engagements "Buffett & Munger Unscripted Timeless Value Investing Wisdom (TIP718) Clay dives into Alex Morris' Buffett and Munger Unscripted a book that's a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. What youll learn here: 00:00:00 - Intro 00:00:50 - Why Buffett and Munger believe theres no such thing as non-value investment. 00:06:51 - Why Buffett avoids complex financial models and sticks to common sense. 00:07:10 - The traits that define a truly great businessand why those are so rare. 00:14:07 - How capital allocation drives long-term shareholder" [YouTube Link](https://youtube.com/watch?v=pjySUR4n3C0) 2025-05-01T22:45Z 73.4K followers, [----] engagements "Timeless Lessons on What Never Changes in Markets Same as Ever w/ Morgan Housel (TIP602) Clay is joined by Morgan Housel to discuss his newest book Same as Ever and uncover the key themes in financial history that have never changed. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over [---] million copies and have been translated into more than [--] languages. He also serves on the board of directors at Markel. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:13 - The key themes" [YouTube Link](https://youtube.com/watch?v=pt6m4JzZJ14) 2024-01-25T23:45Z 62.3K followers, 62.8K engagements "The Nvidia Way w/ Tae Kim Jensen Huang The Future of AI & DeepSeek (TIP704) Clay and Tae Kim discuss The Nvidia Way which highlights Nvidia's role in the generative-AI revolution. Since the IPO in [----] shares of Nvidia are up by 285000% which is a compounded return of 37% per year. Tae Kim a senior technology writer at Barrons interviewed over one hundred people including Jensen and his co-founders to uncover Nvidias story. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:52 - Research process 0:05:32 - Meeting Jensen Huang 0:09:22 - Nvidias culture 0:15:46 - Jensens will to win 0:20:13 -" [YouTube Link](https://youtube.com/watch?v=q6aQDkGSOKs) 2025-03-06T22:45Z 72.2K followers, [----] engagements "Charlie Munger & The Psychology of Human Misjudgment (TIP571) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay Finck reviews the [--] psychology of human misjudgments in Peter Bevelins book Seeking Wisdom. One of the best ways to behave more rationally is to understand our own shortcomings biologically which we are oftentimes" [YouTube Link](https://youtube.com/watch?v=qNRYGg8hoNw) 2023-08-17T23:45Z 62.3K followers, 13.6K engagements "Richer Wiser Happier Q3 [----] Searching for Eternal Truths (TIP757) Each quarter Stig Brodersen and William Green author of Richer Wiser Happier share investing insights and life lessons that have made them richer wiser or happier. What you'll learn here: 00:00:00 - Intro 00:01:13 - Whether universal truths about a good life really exist 00:04:07 - What we can and cant learn about living well from other people 00:36:15 - Why happiness often comes more from the absence of negative emotions than from positive ones 00:55:14 - What William has learned about money and happiness from some of the" [YouTube Link](https://youtube.com/watch?v=qcNO8QdsgUA) 2025-09-27T22:45Z 87.9K followers, [----] engagements "The McDonald's Story: How Ray Kroc's Vision Became a Global Giant w/ Kyle Grieve (TIP753) Kyle discusses the rise of McDonalds under Ray Kroc and the vision systems and persistence that transformed a small burger joint into a global empire. What you'll learn here: 02:11 - The grit adaptability and salesmanship that made Ray Kroc unstoppable 15:30 - How a hot dog stand inspired the first McDonalds restaurant 17:52 - Why protecting brand image was so vital to McDonalds growth story 19:11 - How McDonalds pivot to real estate fueled expansion 24:24 - Why standardization and systems powered" [YouTube Link](https://youtube.com/watch?v=rTZTXbqS_4A) 2025-09-13T22:45Z 87.9K followers, [----] engagements "Mastermind Q1 [----] Disney Spotify Amgen Stocks & ChatGPT Discussion (TIP528) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he added Spotify as the newest addition to his portfolio. Haris pick Disney has recently been extremely volatile and Tobias pitches Amgen a value stock with strong downside protection in uncertain times. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:22 - Why Hari is bullish on Disney (Ticker: DIS) 00:38:37 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five" [YouTube Link](https://youtube.com/watch?v=rxM-3HneF_k) 2023-02-25T23:45Z 76.8K followers, [----] engagements "Think Like Charlie Munger: A Guide to Clear Thinking (TIP739) Kyle Grieve discusses Charlie Mungers legendary speech The Psychology of Human Misjudgment and unpacks all [--] of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlies Almanack Kyle explores how these psychological tendencieslike incentive-caused bias social proof and inconsistency avoidancecan distort our thinking in business investing and everyday life. What you'll learn here: 00:00:00 - Intro 00:01:38 - Why incentives quietly override moral behavior 00:05:30 - Why" [YouTube Link](https://youtube.com/watch?v=scCtnGi0_FY) 2025-07-24T22:45Z 77.8K followers, [----] engagements "John Neff: The Value Investor Who Quietly CRUSHED the S&P [---] w/ Kyle Grieve (TIP747) Kyle Grieve discusses legendary value investor John Neff one of the most underrated investors in value investing who quietly outperformed the S&P [---] for decades. What you'll learn here: 00:00:55 The unconventional mindset that made John Neff a true contrarian investor 00:05:41 Why boring businesses can be surprisingly beautiful wealth builders 00:09:32 How lessons from his father and mentors shaped Neffs investing philosophy 00:14:27 The hidden danger of investment committees that drag down star performers" [YouTube Link](https://youtube.com/watch?v=tFj4aK8P2Mg) 2025-08-23T22:45Z 87.7K followers, [----] engagements "Finding High-Growth & Long-Term Winners w/ Jason Donville & Jesse Gamble (TIP699) Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy their emphasis on focusing on growth and value their evolution from using ROE-focused metrics to the rule of [--] to identify great investing opportunities and much more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - The hidden formula for finding cheap stocks 00:05:45 - The secret to spotting a deteriorating moat 00:08:41 - How elite investors stay focused in a bear market 00:11:29 - The evolution of a winning" [YouTube Link](https://youtube.com/watch?v=tkSejvKdP_o) 2025-02-15T22:45Z 78.1K followers, 10.9K engagements "Top Stocks for [----] The Forgotten Forty w/ Jonathan Boyar (TIP599) Clay is joined by Jonathan Boyar. They discuss his firms most recent release of 'The Forgotten Forty' which outlines their [--] best stock ideas for [----]. Jonathan Boyar is president of Boyars Intrinsic Value Research an independent equity research boutique established in [----] that counts some of the worlds largest sovereign wealth funds hedge funds mutual funds and family offices as subscribers. He is also a principal of Boyar Asset Management which has been managing money utilizing a value-oriented strategy since [----]. IN THIS" [YouTube Link](https://youtube.com/watch?v=tov7TfHCmZ8) 2024-01-11T23:45Z 62.4K followers, [----] engagements "How Nassim Taleb and Bill Ackman Made BILLIONS During Black Swan Events (TIP558) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: http://invest.atakama.com/wsb Clay chats with Scott Patterson about his new book - The Chaos Kings.The Chaos Kings tells the story of the hedge fund that achieved average annual returns of over 105% from [----] through [----] and how Bill Ackman had" [YouTube Link](https://youtube.com/watch?v=tx_z0o6ObPU) 2023-06-08T23:45Z 75.3K followers, 16.8K engagements "Top Stocks for [----] & The "Buy" List w/ Eddy Elfenbein (TIP690) Clay is joined by Eddy Elfenbein to discuss his top stock picks for [----]. After Clay lets Eddy go he also outlines his top stock pick for [----] Lumine Group. WHAT YOU'LL LEARN HERE: 0:00:00 - Intro 0:00:57 - The Buy Lists investment strategy 0:06:49 - Top performers from [----] 0:12:10 - Investment mistakes & sells 0:15:21 - Adobe 0:16:49 - Allison Transmission 0:20:36 - Heico 0:28:34 - Equal-weighting the portfolio 0:32:29 - Staying aware of the macro environment 0:45:59 - Lumine Group stock pitch 1:01:09 - Outro Transcript & Guest" [YouTube Link](https://youtube.com/watch?v=txaGHwTz03Y) 2025-01-09T22:45Z 73.8K followers, 34.9K engagements "How to Invest Like Peter Lynch: 'One Up on Wall Street' Lessons w/ Kyle Grieve (TIP658) Kyle Grieve discusses the importance of simplicity and understanding for investment success the possibility of succeeding in investing despite making mistakes characteristics to avoid for better-investing success differences in analyzing large and small businesses the importance of treating stock tips with caution the benefits of categorizing investments into subtypes and more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:33 - Why investing in things that you understand well is still such a big" [YouTube Link](https://youtube.com/watch?v=u1AYaFsVbNc) 2024-09-07T23:45Z 61.9K followers, [----] engagements "Buying and Holding Stocks for the Long Run w/ Pierre-Olivier Langevin (TIP649) Clay is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record achieving 16.0% annualized returns since [----] compared to 11.3% for their benchmark. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - Joining Medici 00:07:12 - Selecting Investments 00:17:44 - Moats 00:21:03 - Challenging your investment ideas 00:34:45 - Dollarama 00:47:13 - Meta Thesis 00:57:00 - Meta Capital Allocation 01:05:04" [YouTube Link](https://youtube.com/watch?v=uiPujfiL8ro) 2024-08-01T23:45Z 81.3K followers, 17.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@westudybillionaires We Study Billionaires
We Study Billionaires posts on YouTube about investment, stocks, business, clay the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance stocks technology brands countries fashion brands cryptocurrencies automotive brands financial services #918 luxury brands celebrities
Social topic influence investment #3700, stocks #4186, business, clay, money, education, how to, berkshire hathaway #52, finance #4496, billionaires
Top accounts mentioned or mentioned by @theinvestorspodcastcom @theinvestorspodcastnetwork
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Bitcoin (BTC) Mastercard, Inc. (MA) AppFolio, Inc. Class A (APPF) BlackRock Inc (BLK) Occidental Petroleum Corporation (OXY) Alphabet Inc Class A (GOOGL) Costco Wholesale Corporation (COST) Lululemon Athletica Inc (LULU) Bitcoin Gold (BTG)
Top Social Posts
Top posts by engagements in the last [--] hours
"The Decline of General Electric (GE) w/ William Cohan Power Failure Book Discussion (TIP527) My guest today is NYT best selling author William Cohan. William has just released a new book titled Power Failure: The Rise and Fall of an American Icon. Its the incredible story of General Electric which at many points over its [---] year history was the largest and most admired company in the world. We sometimes take for granted all of the many innovations that came out of GE like for starters. Electricity. As well as diesel locomotives jet engines water treatment systems power grids diagnostic and"
YouTube Link 2023-02-23T23:45Z 87.9K followers, [----] engagements
"Dollar Dominance Decline w/ Lyn Alden (TIP760) Stig speaks with Lyn Alden about the evolving dynamics of the U.S. dollar examining its shifting role & influence within the global economy. What you'll learn here: 00:00:00 - Intro 00:01:15 - Whether were moving from a US dollar system to a three-polar currency system 00:08:24 - The relationship between the fiscal deficit and the US dollar 00:17:41 - Why the US dollar may not go back to the strength it had in [----] any time soon 00:21:14 - How to use US dollar sanctions (if at all) to achieve your goals 00:32:42 - Whether the US effectively"
YouTube Link 2025-10-11T22:45Z 87.9K followers, 14K engagements
"Visa Stock Deep Dive Best Quality Stock Idea Q1 [----] w/ Clay Finck (TIP791) On todays episode Clay breaks down his best quality stock idea for Q1 2026: Visa. What you'll learn here: 00:00:00 - Intro 00:01:01 - Superinvestors 00:07:09 - Story of Visa 00:10:58 - Trump Legislation 00:12:57 - Business Model 00:16:42 - American Express 00:20:02 - Visa vs Mastercard 00:32:36 - Financial Profile 00:37:19 - Future Growth & Risks 00:52:43 - More on American Express 00:58:58 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2026-02-12T22:45Z 87.9K followers, [---] engagements
"A Serial Acquirer Masterclass Why Acquisition Compounders Outperform w/ Niklas Svs (TIP713) Clay is joined by Niklas Svs to discuss the business model of serial acquirers. What youll learn here: 00:00:00 - Intro 00:01:18 - What is a serial acquirer 00:08:40 - Prices paid 00:10:08 - How debt enhances returns 00:10:24 - The best of the best serial acquirers 00:12:49 - Best practices for serial acquirers 00:22:14 - Being the buyer of choice 00:26:37 - Succession plans 00:34:58 - Why are serial acquirers more common in the nordics 00:40:52 - Common challenges 00:43:44 - Competitive advantages"
YouTube Link 2025-04-10T22:45Z 87.9K followers, [----] engagements
"Art of Spending Money w/ Savings Expert Morgan Housel How to Optimize Money & Happiness (TIP759) On todays episode Clay is joined by Morgan Housel to discuss his newest book The Art of Spending Money Simple Choices for a Richer Life. Morgan Housel is a partner at The Collaborative Fund. Hes the New York Times Bestselling author of The Psychology of Money and Same As Ever. What you'll learn here: 00:00:00 - Intro 00:01:50 - Money and Happiness 00:06:04 - Utility vs Status 00:11:21 - No one is crazy 00:17:19 - Accumulating memories instead of money 00:23:47 - How to be content with what you"
YouTube Link 2025-10-09T22:45Z 87.9K followers, 36.7K engagements
"Bubble Warning for Stocks Bitcoin & Gold w/ Jim Grant (RWH062) In this episode William Green chats with Jim Grant famed editor of Grants Interest Rate Observera must-read publication for elite investment professionals. Here Jim warns that a major market top is in formation with irrational exuberance driving up prices for everything from stocks to Bitcoin to gold. Jim a financial historian who has covered markets for over [--] years says the current investment environment reminds him of perilous periods like the late-90s dotcom bubble. His advice Proceed with extreme caution. What you'll learn"
YouTube Link 2025-10-25T22:45Z 87.9K followers, 29.1K engagements
"Avoid Disaster w/ Superinvestor Howard Marks (RWH063) In this episode William Green chats with multibillionaire investor Howard Marks the co-founder & co-Chairman of Oaktree Capital Management. Since its launch [--] years ago the firm has grown into a global powerhouse in alternative investments with $218 billion in assets. Here Howard explains how to prosper over decades by avoiding disaster & aiming for steady excellence; why he believes most AI companies will end up worthless; & why hes no fan of Bitcoin or gold. What you'll learn here: 00:00:00 - Intro 00:04:40 - Why Howard Marks aims for"
YouTube Link 2025-12-13T22:45Z 87.9K followers, 67.2K engagements
"A Soulful Journey to Stellar Returns w/ Nima Shayegh (RWH064) In this episode William Green chats with Nima Shayegh a remarkably thoughtful hedge fund manager who runs a firm called Rumi Partners. Here Nima speaks in depth about his legendary mentor Lou Simpson who was hailed by Warren Buffett as one of the investment greats. Nima shares what he learned from Lou & from his own investment experience about how to achieve superb returns by detaching ourselves from market noise & focusing on more essential truths. What you'll learn here: 00:00:00 Intro 00:06:56 How Nima Shayegh came to see"
YouTube Link 2025-12-20T23:45Z 87.9K followers, [----] engagements
"The King of Luxury Bernard Arnault & LVMH w/ Christian Billinger (TIP645) Clay is joined by Christian Billinger to discuss Bernard Arnault LVMH and the broader luxury industry. Christian is chairman of Billinger Frvaltnings AB which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital Gartmore and GAM in London. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:03 - Bernard Arnault 00:11:37 - Investing in LVMH 00:13:47 - Business"
YouTube Link 2024-07-18T23:45Z 87.9K followers, [----] engagements
"Mastermind Discussion Q1 [----] Ulta Beauty VeriSign and Lifco Bull & Bear Discussion (TIP696) Stig Brodersen is talking stocks with Tobias Carlisle and Shawn OMalley. Tobias is pitching VeriSign a business that prints money with high certainty year after year. Stigs pick is the serial acquirer LIFCO a wonderful company priced for perfection that he is on his watch list. Shawns stock of choice is the compounder Ulta Beauty. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:10 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN) 00:06:15 - The bear case of VeriSign including the threat"
YouTube Link 2025-02-01T22:45Z 87.9K followers, [----] engagements
"Mohnish Pabrai on The Power of Compounding (TIP550) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview Mohnish Pabrai generously shares his investment framework and touches on various stocks including Alibaba Constellation Software Reysas Logistics and Shinoken. Disclaimer: Stig Brodersen is invested in Pabrai Funds. RELATED EPISODES: -"
YouTube Link 2023-05-06T23:45Z 87.9K followers, 98.4K engagements
"How Heico's Stock Compounded by 22% Since [----] The Mendelson Way of Business (TIP738) Clay dives deep into the remarkable story of Heico a quiet compounder thats delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry Heico flips that assumption on its head. What you'll learn here: 00:00:00 - Intro 00:01:01 - Heico Intro 00:04:19 - The Aerospace PMA Industry 00:04:52 - The Mendelson Takeover 00:06:32 - FAA Certification 00:09:39 - Lufthansa Partnership 00:11:36 - Heicos Acquisition Strategy 00:16:24 - Culture of"
YouTube Link 2025-07-17T22:45Z 87.9K followers, [----] engagements
"The Greatest Capital Allocator No One Knows About Mark Leonard of Constellation Software (TIP531) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay does a deep dive into Constellation Software (Ticker: $CSU). Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to"
YouTube Link 2023-03-04T23:45Z 87.9K followers, 40.6K engagements
"The Search for Mispriced Stocks w/ Clay Finck (TIP782) Clay reviews the book Hidden Investment Treasures by Daniel Gladi and explores how the rise of passive investing has created growing inefficiencies in todays market. What you'll learn here: 00:00:00 - Intro 00:00:56 - The rise of passive investing 00:14:01 - Case study #1: Markel Group 00:20:54 - Case study #2: Alimentation Couche-Tard 00:28:43 - Case study #3: NVR 00:40:59 - Case study #4: Japan 00:49:09 - Case study #5: JP Morgan & OSB Group 00:51:13 - How to earn higher returns with less risk 00:54:54 - Closing thoughts Transcript &"
YouTube Link 2026-01-08T22:45Z 87.9K followers, [----] engagements
"The Way of Excellence w/ Brad Stulberg (RWH065) William Green welcomes back bestselling author Brad Stulberg to chat about his new book The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. Brad whose previous books include Master of Change & The Practice of Groundedness is a high-performance coach who offers profound yet practical advice on how to succeed at the highest levels without sacrificing your values peace of mind & sense of joy. What you'll learn here: 00:00:00 - Intro 00:02:08 - How Brad Stulberg became obsessed with the pursuit of excellence"
YouTube Link 2026-01-24T22:45Z 87.9K followers, [----] engagements
"The Luxury Strategy Why LVMH & Herms have Outperformed the Market w/ Christian Billinger (TIP643) Clay is joined by Christian Billinger to discuss The Luxury Strategy by Kapferer and Bastien. Over the past [--] years some of the best-performing companies in the stock market have come from the luxury sector. For example Hermes and LVMH which are both companies based out of France have compounded at 21% and 16% respectively. Christian is chairman of Billinger Frvaltnings AB which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms"
YouTube Link 2024-07-11T23:45Z 87.8K followers, 11K engagements
"Mastercard Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck & Kyle Grieve (TIP675) Clay and Kyle give an overview of their best quality stock idea for Q4 [----]. This quarter they discuss Mastercard. Mastercard a prominent name among quality investors has compounded at over 30% per year since its IPO in [----]. Operating in a duopoly with Visa the company enjoys long-term growth with minimal capital investment. It's also a common holding in the portfolios of superinvestors like Warren Buffett Chuck Akre and others featured on our podcast. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro"
YouTube Link 2024-11-14T23:45Z 87.9K followers, [----] engagements
"Most People Win the Wrong Game w/ Thomas Mueller-Borja (TIP790) Stig Brodersen speaks with Thomas Mueller-Borja the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games they can win balance ambition with contentment and build high-quality relationships. What you'll learn here: 00:00:00 - Intro 00:03:01 - What happens when BlackRock raises and deploys billions of dollars 00:26:17 - How the public debt situation across the developed world may influence your investment framework 00:46:05 - How to build high-quality"
YouTube Link 2026-02-07T22:45Z 87.9K followers, [----] engagements
"Principles For Success In Investing & Life w/ Ray Dalio (RWH022) William Green chats with Ray Dalio one of the most successful investors of all time. Here Ray shares invaluable lessons on how to develop your own principles for success overcome your biggest obstacles construct a resilient portfolio invest wisely in China think rationally about Bitcoin & build a happy life that suits your personality. This is a true masterclass on investing & life. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:24 - How Ray Dalios habit of writing down his principles changed his life. 00:06:34 - Why its"
YouTube Link 2023-02-18T23:45Z 87.9K followers, 40.9K engagements
"ASML: Europe's Dominant Tech Monopoly (TIP746) Clay Finck unpacks the extraordinary rise of ASML a little-known Dutch company that quietly became the most important player in global technology. ASML holds one of the most powerful monopolies on earth as its the sole manufacturer of EUV lithography machines which make the worlds most advanced semiconductor chips. 00:00:00 - Intro 00:01:02 - ASMLs importance in global technology 00:03:12 - The founding of ASML 00:09:49 - Battles with Japanese competition and US rivals 00:11:31 - Partnership with TSMC and global expansion 00:33:01 - Breakthrough"
YouTube Link 2025-08-21T22:45Z 87.9K followers, [----] engagements
"Learn From the Mistakes of the Worlds Greatest Investors Big Mistakes by Michael Batnick (TIP579) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay reviews Michael Batnicks book Big Mistakes: The Best Investors and Their Worst Investments. One of the best ways to become a better investor is to learn from our own mistakes. The"
YouTube Link 2023-09-30T23:45Z 87.9K followers, [----] engagements
"Mastermind Discussion Q3 [----] Nintendo Virtu Financial and Betsson (TIP660) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Betsson is one of them. Haris pick Nintendo is at an attractive spot in the console cycle and Tobias pitches Virtu a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT) 00:07:14 - The bear case for Virtu including a discussion of whether their service is superior"
YouTube Link 2024-09-14T23:45Z 87.9K followers, [----] engagements
"Booking Holdings Stock Deep Dive Best Quality Stock Idea Q2 [----] w/ Clay Finck & Kyle Grieve Clay and Kyle give an overview of their best quality stock idea for Q2 [----]. This quarter they discuss Booking Holdings. What you'll learn here: 00:00:00 - Intro 00:06:37 - How Booking built its dominant position in Europe and other markets globally. 00:11:59 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world. 00:17:33 - An overview of the competitive landscape for online travel agencies. 00:38:33 - Booking Holdings competitive advantages. 00:41:09 -"
YouTube Link 2025-05-16T00:14Z 87.9K followers, [----] engagements
"How Copart's Stock Compounded by 21% Since [----] Junk to Gold by Willis Johnson (TIP601) Clay shares his biggest takeaways from reading billionaire Willis Johnsons book Junk to Gold. Willis Johnson founded Copart in [----] and today he is worth over $2.6 billion through his equity ownership in the company.Copart is one of the most impressive businesses weve studied. Over the past [--] years the stock has compounded at over 21% per year outperforming Microsoft Adobe and the majority of other stocks. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:03:44 - The key experiences in Willis Johnsons early"
YouTube Link 2024-01-18T23:45Z 87.9K followers, 12.2K engagements
"Long-Term Compounding w/ Chris Mayer Constellation Software Topicus & Lumine (TIP608) Clay chats with Chris Mayer about long-term compounding and a few of his holdings including Constellation Software. Chris is well-known for his book [---] Baggers and has inspired thousands of readers to become better investors. If youre interested in investing in multi-baggers then this episode is a must-listen. Chris is the author of [---] Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:09 - A review of how Chriss fund"
YouTube Link 2024-02-15T23:45Z 87.9K followers, 35.9K engagements
"Interactive Brokers Stock Deep Dive Best Quality Stock Idea Q4 [----] w/ Clay Finck (TIP768) Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks options futures currencies and more. What you'll learn here: 00:00:00 - Intro 00:01:48 - Business history 00:08:18 - Business overview 00:20:01 - Going public 00:36:15 - Driving future growth 00:44:35 - Moat and competitive advantages 00:48:55 - IBKRs growth runway 00:50:17 -"
YouTube Link 2025-11-13T22:45Z 87.9K followers, [----] engagements
"Thinking in Decades w/ Clay Finck (TIP781) Stig sits down with Clay to reflect on his portfolio decisions investment philosophy and personal evolution as an investor. What you'll learn here: 00:00:00 - Intro 00:00:45 - Which stocks Clay added to his portfolio in [----] 00:02:15 - How sidecar investing with exceptional founder-operators shapes Clays portfolio 00:18:50 - How short-term market narratives can diverge from changes in intrinsic value 00:13:19 - Why geography currency risk and capital flows matter in global investing 00:25:25 - How Clay approaches position sizing opportunity cost and"
YouTube Link 2026-01-03T22:45Z 87.9K followers, [----] engagements
"Berkshire Hathaway [----] w/ Chris Bloomstran (TIP717) Legendary investor Chris Bloomstran from Semper Augustus boasting an impressive 11.4% compounded annual growth rate since [----] will join Stig on today's show to explain how to value Berkshire Hathaway. What you'll learn here: 00:00:00 - Intro 00:01:15 - The importance of being trusted for Warren Buffett and Chris Bloomstran 00:11:28 - How to take a deep dive into Berkshire Hathaways culture and business model 00:17:51 - Why you may want to own a 10-year treasury over the S&P [---] over the next decade 00:19:24 - How to estimate whether youre"
YouTube Link 2025-04-26T22:45Z 87.8K followers, 24.6K engagements
"Mastermind Discussion Q4 [----] Sanofi Remitly & Crocs Stock Deep Dive (TIP767) Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi Remitly and Crocs. What you'll learn here: 00:00:00 - Intro 00:01:26 - Why Hari is bullish on Sanofis strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:04:10 - The bear case for Sanofi including patent cliffs 00:17:53 - Why Stig is bullish on Remitly highlighting operational leverage and a secular shift in digital payments and remittances (Ticker: NASDAQ: RELY) 00:42:20 - The bear case"
YouTube Link 2025-11-08T23:45Z 87.9K followers, [----] engagements
"How Prem Watsa Built the "Berkshire Hathaway Of Canada" The Fairfax Way w/ Kyle Grieve (TIP783) Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing insurance float and resilient capital allocation. What you'll learn here: 00:00:00 Intro 00:02:26 How Prem Watsa accidentally found investing and never looked back 00:03:23 The exact thinking that shaped Fairfaxs long-term value discipline 00:06:22 Why insurance float became Fairfaxs secret compounding weapon 00:08:10 How Fairfax set bold targets and held itself publicly"
YouTube Link 2026-01-10T22:45Z 87.9K followers, [----] engagements
"Outperforming the Market Managing Risk & Market Inefficiencies w/ Andrew Brenton (TIP674) Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past [--] years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management which has averaged a 20.3% annual return since [----]. A $10000 investment would have grown to over $1.2 million by September [----]. Turtle Creek's Returns: https://www.turtlecreek.ca/our-returns/ IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:45 - The drawbacks of a buy-and-hold strategy 0:04:39 - Adding to"
YouTube Link 2024-11-07T23:45Z 87.9K followers, 23.3K engagements
"How to Attend the [----] Berkshire Hathaway Shareholder Meeting In this video Clay walks through how you can attend the [----] Berkshire Hathaway Annual Shareholders Meeting scheduled for May 2nd [----]. He also highlights key events surrounding the meeting and shares tips to make the most of your weekend in Omaha. Lastly Clay also outlines the in-person socials and dinners hosted by The Investors Podcast Network including limited spots available for listeners to connect with a vetted group of value investors. Timestamps: 0:00 - Intro 0:21 - How to attend the Berkshire Meeting 3:43 - Other events"
YouTube Link 2025-12-11T13:07Z 87.9K followers, [---] engagements
"How Money Is Changing w/ Alfonso Peccatiello (TIP495) On todays episode we welcome back Alfonso Peccatiello. Alf is the former head of a $20 bn Investment Portfolio and is now the author of The Macro Compass which is an awesome free newsletter. Alf and Preston discussed some major macro topics back in August on episode BTC [---] and Alf made some very accurate predictions so we had to bring him back. So be sure to check that out as well. I really enjoyed getting into the weeds on some of these very technical topics like interest rate swaps TLTRO loans pricing in inflation and other tools and"
YouTube Link 2022-11-17T23:45Z 87.8K followers, [----] engagements
"Lumine Stock Deep Dive w/ Clay Finck Constellation Software + Topicus - Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind - Seeking Winners free write-up on Lumine: https://seekingwinners.substack.com/welcome - Check out Interactive Brokers: https://www.interactivebrokers.com/referral/clayton711 IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:48 - Constellation Software 00:05:00 - Business Overview 00:10:58 - Investment Case for Lumine 00:13:55 - WideOrbit 00:15:35 - Incentives & Management 00:19:33 - Valuation 00:24:30 - TIP Mastermind"
YouTube Link 2025-01-14T12:45Z 87.9K followers, 11.2K engagements
"Mastermind Discussion Q2 [----] Microsoft Block Adyen and Devon Energy Bull & Bear (TIP728) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Microsoft the worlds biggest market cap company for good reason. Tobias is pitching Devon Energy an oil and gas producer with a big upside if youre right about the timing. Haris stocks of choice are Adyen and Block two fast-growing companies with stronger moats that meet the eye. What you'll learn here: 00:00:00 - Intro 00:00:40 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN)."
YouTube Link 2025-06-07T22:45Z 87.8K followers, [----] engagements
"A Company To Watch Out For Constellation Software: Intrinsic Value Analysis 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Constellation Software is a Canadian holding company that has acquired over [---] vertical market software businesses. The company was founded by Mark Leonard and has delivered exceptional returns to shareholders since their IPO in [----]. The stock has had an average annual return of over"
YouTube Link 2023-03-05T23:45Z 87.8K followers, 12.7K engagements
"Finding Certainty in an Uncertain World Investing Excellence w/ Joseph Shaposhnik (TIP622) Clay sits down with Joseph Shaposhnik to discuss his high-quality investing approach. Since its inception in [----] the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities Global Premier Sustainable Equities and Global Space Technology Equities portfolios. According to Nasdaq eVestment the TCW New America fund has outperformed 99% of its peers. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro"
YouTube Link 2024-04-11T23:45Z 87.9K followers, 11.4K engagements
"Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve (TIP775) Kyle breaks down Michael Mauboussins best ideas on noise valuation the rule of [--] algorithms and base rates. What you'll learn here: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four myths in investing (many of which Ive fallen for) 00:26:15 - Why you must take GAAP numbers on a case-by-case basis due to handicaps of the standard 00:25:07 - How the rise in passive investing is making active investing more challenging 00:33:19 - Why GAAP losers outperform GAAP"
YouTube Link 2025-12-06T22:45Z 87.9K followers, [----] engagements
"Mastermind Discussion Q3 [----] Uber Merck Bath & Body Works Bull & Bear Case (TIP751) Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Uber the worlds largest ride-hailing company benefiting from scale and an expanding ecosystem. Tobias is pitching Bath & Body Works. A category leader in home and personal fragrance with high brand recognition and strong free cash flow. Haris stock of choice is Merck a pharmaceutical giant that owns the blockbuster oncology drug but faces a looming patent cliff risk. What you'll learn here: 00:00:00 - Intro 00:01:03 -"
YouTube Link 2025-09-06T22:45Z 87.9K followers, [----] engagements
"How To Invest In A Bear Market w/ David Gardner (TIP499) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP On todays episode we bring back a very special guest and that is Mr. David Gardner. David is a co-founder of The Motley Fool an investing resource platform that hes been operating for over [--] years. David has an incredible investing track record having bought companies like AOL Amazon Netflix Nvidia and"
YouTube Link 2022-11-24T23:45Z 87.2K followers, [----] engagements
"How Home Depots Founders Built a $300 Billion Company From the Ground Up w/ Kyle Grieve (TIP769) Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus Arthur Blank and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership culture and competitive advantage that continue to define Home Depots success today. What you'll learn here: 00:00:00 - Intro 00:04:47 - The setbacks that sparked Home Depots creation after Bernie and Arthur"
YouTube Link 2025-11-15T22:45Z 87.9K followers, [----] engagements
"Survive & Thrive No Matter What w/ Arnold Van Den Berg (RWH061) In this episode William Green chats with Arnold Van Den Berg a revered investor whom he spotlighted in his book Richer Wiser Happier. Against all odds Arnold has run a highly successful investment firm for [--] years. Here he discusses what hes learned about how to succeed in markets & life; shares practical tools that hes found transformative; & explains how hes positioned to survive & thrive in the most overvalued US stock market hes ever seen. What you'll learn here: 00:00:00 - Intro 00:07:31 - How extreme focus saved the life"
YouTube Link 2025-10-04T22:45Z 87.9K followers, [----] engagements
"How to Navigate Market Cycles Insights from Howard Marks (TIP562) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay completes his review of Howard Marks book - Mastering the Market Cycle. Most investors arent aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles and position themselves to profit from"
YouTube Link 2023-07-01T23:45Z 86.8K followers, 14.6K engagements
"Mastermind Discussion Q4 [----] Exploring Value Risks and Opportunities (TIP681) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why Evolution is one of them. Haris pick Occidental Petroleum a stock Buffett has recently added to and Tobias pitches Alpha Metallurgical Resources a value stock that Mohnish Pabrai has loaded up on. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:41 - What to make of Berkshires $300B+ cash pile 00:11:59 - Stigs bull case is for Evolution (Ticker on the Swedish Stock Exchange:"
YouTube Link 2024-12-07T23:45Z 87K followers, [----] engagements
"Lessons from Bear Markets w/ Richard Lawrence (TIP661) Clay is joined by Richard Lawrence the Founder and Executive Chairman of Overlook Investments a leading investment firm in Asia. Over a 30-year period Overlook compounded capital at 14.3% per year showcasing their consistent ability to find and invest in Asias best companies. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:14 - Richards visit to Hong Kong in [----] 0:04:43 - Lessons from Richards father 0:06:53 - Why Richard joined the investment business 0:08:15 - Investing in simple businesses 0:10:53 - The story of Richards apartment"
YouTube Link 2024-09-19T23:45Z 86.9K followers, 14K engagements
"Stig Brodersens Mental Models & [----] Portfolio Update (TIP776) Clay is joined by Stig Brodersen to discuss the changes hes made to his portfolio why he sold out of Evolution AB and why hes bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholders weekend. What you'll learn here: 00:00:00 - Intro 00:01:09 - A look back at [----] 00:04:25 - New mental models 00:08:25 - Why Stig sold Evolution AB in [----] 00:16:13 - Why Stig bought Uber in [----] 00:21:21 -"
YouTube Link 2025-12-11T22:45Z 87.9K followers, [----] engagements
"First Principles of Valuation w/ Tim Koller Partner at McKinsey & Company (TIP725) Clay Finck is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. What you'll learn here: 00:00:00 - Intro 00:00:51 - How companies create shareholder value. 00:04:42 - The common misconceptions related to creating shareholder value. 00:13:38 - How managers should think about return on invested capital. 00:28:47 - Why its so common for managers to not take a long-term"
YouTube Link 2025-05-29T22:45Z 87.2K followers, 21.1K engagements
"Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve (TIP587) 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb 📊TRY OUR STOCK INVESTING TOOL:"
YouTube Link 2023-11-09T23:45Z 87.3K followers, [----] engagements
"Old Dominion Freight Line Stock Deep Dive Best Quality Idea Q3 [----] (TIP652) Clay and Kyle give an overview of their best quality stock idea for Q3 [----]. This quarter they discuss Old Dominion Freight Line. Over the past [--] years Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon Costco and Microsoft. Tune into todays episode to hear Clay and Kyles thoughts on Old Dominions business and what the prospective returns might look like going forward. IN THIS EPISODE YOULL LEARN:"
YouTube Link 2024-08-15T23:45Z 87.7K followers, [----] engagements
"Mastermind Discussion Q1 [----] Spotify Disney & Mueller Industries (TIP610) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he is still bullish on Spotify. Haris pick Disney has recently been extremely volatile and Tobias pitches Mueller Industries a value stock trading at an appealing valuation. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:06:06 - Why Hari is bullish on Disney (Ticker: DIS) 0:13:25 - The bear case of Disney including increasing competition valuation and debt levels 0:34:36 - Why Stig"
YouTube Link 2024-02-24T23:45Z 87K followers, [----] engagements
"What Money Taught Me About Happiness w/ Stig Brodersen (TIP785) In this episode Stig Brodersen shares personal reflections on money life and happiness. He explores how money magnifies who we already are why lifestyle creep can quietly erode happiness and how growing wealth may change relationships. What you'll learn here: 00:00:00 - Intro 00:00:57 - Why money magnifies who you are 00:02:26 - How to think about lifestyle creeps and incremental happiness 00:10:00 - Why you shouldnt try to change others 00:14:32 - Why you should be around people who play cricket 00:18:48 - Why you can have"
YouTube Link 2026-01-17T22:45Z 87.9K followers, [----] engagements
"History's Biggest Market Bubbles w/ Clay Finck (TIP784) Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of [----] the Railway Mania of [----] and Japans asset bubble of the late 1980s. What you'll learn here: 00:00:00 - Intro 00:02:52 - Intro to bubbles & speculation 00:09:11 - South Sea Bubble 00:26:40 - [----] Railway Mania 00:41:42 - [----] Japanese Bubble 00:59:14 - Lessons from bubbles 01:01:16 - Closing thoughts Transcript & Guest Info:"
YouTube Link 2026-01-15T22:45Z 87.9K followers, [----] engagements
"Stocks to BUY NOW [--] Wide Moat Stock Analysis for [----] (TIP524) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay breaks down four wide moat stocks to be considered for [----]. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace. However even some of the widest moat and highest quality companies can be a poor investment if you pay too"
YouTube Link 2023-02-13T23:45Z 87.1K followers, [----] engagements
"The Secret to Buffetts Business Success w/ Lawrence Cunningham (TIP697) Clay and Lawrence Cunningham discuss the value of trust-based cultures and the impact of Warren Buffetts approach at Berkshire Hathaway. Cunningham is the Director of the University of Delaware's John L. Weinberg Center for Corporate Governance and serves on the boards of Constellation Software Markel Group and Kelly Partners Group. He is also a best-selling author known for works like The Essays of Warren Buffett Quality Investing and Quality Shareholders. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:31 - The job of"
YouTube Link 2025-02-06T22:45Z 86.8K followers, [----] engagements
"Top Value Investing Events for [----] w/ Clay Finck In this video Clay breaks down some of the best in-person events for value investors looking to deepen their knowledge and connect with like-minded people. The video shares information related to events like the Berkshire Hathaway Annual Meeting ValueX Markels shareholder meeting and events hosted by The Investors Podcast Network along with tips on what makes each worthwhile. Time Stamps: 0:00 - Intro 1:28 - Berkshire Hathaway Annual Meeting 4:59 - ValueX Klosters 6:18 - Markel Annual Meeting 6:58 - Ben Graham Value Investing Conference 7:56 -"
YouTube Link 2026-01-15T10:56Z 87.9K followers, [---] engagements
"Guy Spier Track Record Investing Risk VALUEx (TIP653) Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since [----] Guy Spiers fund has performed 9.3% vs. 8.7% annually for the S&P500. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:21 - What we can learn from royal families about moats in business. 00:30:33 - How Guy Spiers track record would look if we adjusted to luck 00:39:25 - Why Guy wants to be truthful and honest and not present himself in the best possible light 00:46:29 - If Guy would ever"
YouTube Link 2024-08-17T23:45Z 86.8K followers, 10.6K engagements
"Mastermind Q3 2023: Stocks on Our Watchlist w/ Tobias Carlisle and Hari Ramachandra (TIP576) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE"
YouTube Link 2023-09-09T23:45Z 87.4K followers, [----] engagements
"The [----] Dot-Com Bubble & Enron's Collapse w/ Clay Finck (TIP777) Clay explores the dot-com boom and bust through Roger Lowensteins book Origins of the Crash. The book unpacks how distorted incentives financial engineering and speculative excess reshaped markets. By studying this period in market history investors can better recognize recurring patterns in behavior incentives and speculation and apply those lessons to avoid future manias. What you'll learn here: 00:00:00 - Intro 00:01:00 - Year leading up to the bubble 00:02:40 - The rise of stock-based compensation 00:12:05 - Playing the"
YouTube Link 2025-12-18T22:45Z 87.9K followers, [----] engagements
"Contrarian Investing & Sir John Templeton w/ Scott Phillips (TIP594) Clay is joined by Scott Phillips to discuss how to invest during times of max pessimism. Scott is married to and manages money with Lauren Templeton who is Sir John Templetons great-niece. Sir John was one of the greatest international investors of the 20th century and the master of finding pockets of the market that were most distressed and offered the highest level of asymmetric returns. Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management LLC. Mr. Phillips also serves as"
YouTube Link 2023-12-21T23:45Z 87.5K followers, 13K engagements
"Google FIGS & Axon How To Value A Company w/ Brian Feroldi (TIP476) We welcome back our friend Brian Feroldi to discuss a few stock picks like Alphabet FIGS and Axon. Before we dig into the discussion we explore some thoughts around valuation and how some of the best investors of all time have evolved their strategies and thinking. Brian is always such a fun guest to speak with. I always walk away feeling smarter so without further ado I hope you enjoy this conversation with Brian Feroldi. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:23 - How and when to apply metrics like P/E P/GM and"
YouTube Link 2022-09-15T23:45Z 87.7K followers, [----] engagements
"Natural Resource Partners (NRP) Stock Presentation w/ Kyle Grieve Kyle Grieve presents an analysis of Natural Resource Partners (NRP) detailing its revenue streams the future of thermal and metallurgical coal management quality capital allocation strategy and potential risks. He explains why NRP may be a compelling investment opportunity. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:03:35 - Business Segment 1: Mineral Rights 00:05:58 - Business Segment 2: Soda Ash 00:07:36 - Business Segment 3: Carbon Neutral Initiatives 00:09:58 - Thermal Coal 00:11:33 - Metallurgical Coal 00:14:28 - NRP"
YouTube Link 2024-11-19T13:01Z 87.7K followers, [----] engagements
"Why Warren Buffetts Risky Bets Werent Risky at All (TIP764) Stig Brodersen speaks with Tobias Carlisle founder and managing director of Acquirers Funds about Warren Buffetts timeless approach to risk. Drawing from Tobiass new book Soldier of Fortune they explore how ancient wisdom especially from The Art of War reveals the deeper logic behind Buffetts biggest and most misunderstood investing decisions. What you'll learn here: 00:00:00 - Intro 00:02:04 - Why the deal between General Re and Berkshire Hathaway was a masterstroke 00:18:07 - What the ancient text of the art of war can teach us"
YouTube Link 2025-10-30T22:45Z 87.9K followers, [----] engagements
"Insights from Jeremy Grantham Michael Mauboussin Josh Young and more [----] Takeaways (TIP512) In this episode I discuss my top takeaways from some of my conversations from [----]. Ill be sharing soundbites from the interviews to allow the guest to showcase their perspectives in their own words. While there is no way I could possibly distill everything I learned across the [--] episodes or 60+ hours of interviews I conducted this year I tried to capture the ones that really changed the trajectory of my thinking or investing style. [----] was another incredible year of insights from some of the top"
YouTube Link 2023-01-05T23:45Z 87.7K followers, [----] engagements
"Beating the Market: Boltons 28-Year Journey (TIP720) Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton revealing how he consistently outperformed the market by combining sentiment analysis in-depth fundamental research and a flexible yet disciplined portfolio strategy. What you'll learn here: 00:00:00 - Intro 00:00:43 - The traits Bolton observed in the best fund managers 00:02:27 - Why incomplete knowledge can be a strength 00:04:28 - A simple method for conviction-based portfolio reviews 00:09:45 - What to do when your investments aren't working 00:14:16 - The"
YouTube Link 2025-05-08T22:45Z 73.8K followers, [----] engagements
"How Starbucks Became an $80 Billion Business Pour Your Heart Into It by Howard Schultz (TIP642) Clay discusses the early days of Starbucks and Howard Schultzs book Pour Your Heart Into It. Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in [----] Starbucks stock has had an average annual return of 18.6% relative to the S&P [---] returning 10.4% over that same period (with dividends reinvested). Clay unveils the fascinating story of how Howard fended off endless competition to build an iconic brand thats built to last. IN THIS EPISODE YOULL"
YouTube Link 2024-07-04T23:45Z 62.1K followers, [----] engagements
"Warren Buffett's Favorite Book: Common Stocks and Uncommon Profits by Philip Fisher (TIP646) Kyle Grieve talks about "Common Stocks and Uncommon Profits" by Philip Fisher. He explores why the book was influential for Warren Buffett's transition to investing in quality businesses the importance of a deep understanding of a business for long-term success ways to learn about a business and its management and the development of Philip Fisher's investing philosophy. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:02:40 - The importance of avoiding dogmatic thinking in investing 00:03:31 - Why"
YouTube Link 2024-07-20T23:45Z 54K followers, [----] engagements
"Morgan Housel's Lessons on How to Get Rich Stay Rich and Build Wealth w/ Clay Finck (TIP657) Clay shares the most important lessons hes learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund a New York Times bestselling author and serves on the board of directors at Markel. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:06 - The best story wins 0:08:20 - Risk is what you dont see 0:18:20 - Why it pays to be an optimist 0:22:58 - What is enough 0:30:14 - Why time horizon matters more than your returns 0:42:19 - How humans create market cycles 0:45:36 - Outro 🤝"
YouTube Link 2024-09-05T23:45Z 61.9K followers, [----] engagements
"Private Credit: High Yield Returns & Recurring Income w/ Nelson Chu (TIP588) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb Clay is joined by Nelson Chu to do a deep dive on private credit. Nelson Chu is an experienced serial entrepreneur and the Founder"
YouTube Link 2023-11-18T23:45Z 33K followers, [----] engagements
"Sol Price: The Retail Visionary Behind Costco's Success w/ Clay Finck (TIP691) Clay explores the life of Sol Price the retail pioneer behind FedMart and Price Club which led to the creation of Costco. The episode highlights how Price's business philosophies of treating employees well and focusing on customer value inspired entrepreneurs like Sam Walton and Jeff Bezos. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:10 - Sol Prices upbringing 0:09:46 - Getting into the Retail Business 0:12:13 - Launching Fedmart 0:34:14 - Selling Fedmart 0:38:07 - Launching Price Club 0:47:31 - Launching"
YouTube Link 2025-01-16T22:45Z 82.2K followers, [----] engagements
"World's Top Money Manager Insights w/ Kristof Gleich (TIP535) 📧 Understand the financial markets in just [--] minutes for FREE Subscribe now: https://bit.ly/3kUoYEn My guest today is Kristof Gleich. Kristof is the President and CIO of Harbor Capital and is responsible for Harbors $40B of AUM invested in boutique managers from across the World. Prior to Harbor Kristof worked at Goldman Sachs and JP Morgan. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - How Kristof would summarize Q1 of [----] 00:09:43 - How working with a wide array of managers helps inform his worldview 00:12:57 - What"
YouTube Link 2023-03-16T23:45Z 71.3K followers, [----] engagements
"Betting on Tesla & the Power of Disruptive Technology w/ Christopher Tsai (RWH045) William Green chats with Christopher Tsai President & Chief Investment Officer of Tsai Capital. Christopher whos beaten the S&P [---] over the last [--] years explains why Tesla is his biggest position why investors routinely underestimate the impact of disruptive technologies why it was so challenging to be the son of Americas first celebrity fund manager what [--] habits help him most & what he learned from his famed mentors Peter Kaufman & Charlie Munger. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:10 - How"
YouTube Link 2024-05-25T23:45Z 73.8K followers, 13.2K engagements
"The Beginner's Guide to Stock Investing: Learn the Fundamentals w/ Daniel Pronk & Jake Ruth (TIP578) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay is joined by Daniel Pronk and Jake Ruth to share the fundamentals of stock investing. They dive into everything they wish they knew as a beginner the books they would read and"
YouTube Link 2023-10-22T18:39Z 38.6K followers, [----] engagements
"The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck (TIP693) Clay explores The Power Law by Sebastian Mallaby and uncovers the secret behind venture capitals astonishing success. The Power Law shows that a few companies like Google and Tesla drive most returns. Investors should look for bold founders to spot the next big ideas. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:47 - The Power Law 0:01:59 - Missing Tesla Stock 0:12:36 - Silicon Valley 0:14:09 - History of Venture Capital 0:25:04 - Invest in the right people 0:28:45 - Sequoia Capital 0:32:03 - Apples Early Days"
YouTube Link 2025-01-23T22:45Z 73.8K followers, [----] engagements
"Ask Me Anything w/ William Green (RWH059) In this unusually personal and candid episode William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book Richer Wiser Happier: How the Worlds Greatest Investors Win in Markets & Life. Here William discusses the key qualities principles and practices hes observed in the best investors; how they handle adversity; what hes learned from his own setbacks failures and mistakes; and how hed invest if he were starting over. What you'll learn here: 00:00:00 - Intro 00:02:04 - What were the three best"
YouTube Link 2025-07-19T22:45Z 77.5K followers, [----] engagements
"My Investment Philosophy w/ Clay Finck (TIP734) Clay shares key principles of his investment strategy focusing on high-quality businesses and long-term compounding influenced by top investors. What you'll learn here: 00:00:00 - Intro 00:01:05 - Early journey as an investor 00:05:17 - Charlie Mungers Influence on Clay 00:09:21 - Nick Sleeps Influence on Clay 00:11:08 - Chris Mayers Influence on Clay 00:15:30 - Bessembinder Study 00:25:05 - Sidecar Investing 00:31:38 - My portfolio 00:41:04 - Stocks follow earnings 00:46:36 - Valuation 00:51:59 - Importance of Simplicity Transcript & Guest"
YouTube Link 2025-07-03T22:45Z 76.9K followers, [----] engagements
"Berkshire Hathaway Annual Shareholders Meeting [----] Discussion of The Investor's Podcast (TIP551) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay shares our favorite clips from the [----] Berkshire Hathaway annual shareholder meeting. Buffett and Munger delivered great insights during the marathon Q&A session and Clay also shares his thoughts on their responses during this episode. RELATED EPISODES: -"
YouTube Link 2023-05-11T23:45Z 81.7K followers, 27.2K engagements
"Finding Hidden Investment Winners w/ Jon Cukierwar (TIP726) Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. What you'll learn here: 00:00:00 - Intro 00:01:06 - Lessons Jon learned working for legend Bob Robotti 00:05:16 - Why Jon favours high-quality growing businesses 00:15:01 - How Jon counters bias when meeting charismatic CEOs 00:25:23 - Why local investor networks unlock global insights 00:31:32 - Why Jon prioritizes owners earnings over net income 00:36:18 - The three essential traits Jon demands in investments and what"
YouTube Link 2025-05-31T22:45Z 75.2K followers, [----] engagements
"The Art of Thoughtful Wealth Creation w/ William Green (TIP687) Kyle Grieve is joined by co-host William Green to explore cloning techniques whether contrarianism can be learned insights from Charlie Munger ways to enhance focus amidst noise the value of simplicity the impact of quality optimism in investing the benefits of close-knit communities and more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:14 - The most important investing concepts to adopt to tilt the odds in your favor in an uncertain world 00:08:29 - The keys to becoming an expert cloner to improve your investing and life"
YouTube Link 2024-12-28T23:45Z 65.9K followers, [----] engagements
"An Investor's Guide to Clear Thinking w/ Chris Mayer (TIP569) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Back by popular demand we bring back Chris Mayer to chat about his book How Do You Know - A Guide to Clear Thinking About Wall Street Investing and Life. This book is one that really made us think as it is not your"
YouTube Link 2023-08-10T23:45Z 73.9K followers, 31.5K engagements
"The Intelligent Investor Rides Again w/ Jason Zweig (RWH050) William Green chats with Jason Zweig about his updated & revised edition of Benjamin Grahams The Intelligent Investor which Warren Buffett describes as by far the best book on investing ever written. Jason who also writes the Wall Street Journals Intelligent Investor column explains why Grahams classic book still holds vitally important lessons for todays investors. He also shares what hes learned from interviewing Buffett & Charlie Munger. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:05 - How Jason Zweig tackled the honor &"
YouTube Link 2024-10-19T23:45Z 74.4K followers, 35.1K engagements
"The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk (TIP705) Kyle Grieve and Adam Wilk discuss the power of incremental improvement and uncovering hidden value drawing from Adams experience as an NBA scout. They explore the challenges of identifying quality in small-cap stocks and how a labor-intensive investing process drives outperformance. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:18 - How small bits of incremental progress lead to outsized returns over time 00:04:24 - Key insights in finding undervalued assets that he learned from looking for undervalued talent for an NBA"
YouTube Link 2025-03-08T22:45Z 71K followers, [----] engagements
"My Process for Finding Great Investments w/ Kyle Grieve (TIP755) Kyle Grieve discusses the lessons that shaped his investing philosophy from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential undervalued microcaps. He shares how goals temperament and a business-owner mindset guide his decisions and why compounding capital efficiency and management integrity are the cornerstones of his strategy. What you'll learn here: 00:00:00 - Intro 00:01:08 - Lessons learned from the early days as a pure speculator 00:07:37 - Kyles simple"
YouTube Link 2025-09-20T22:45Z 87.9K followers, [----] engagements
"Warren Buffett's Wealth-Building Secrets REVEALED w/ Robert Hagstrom (TIP635) Kyle Grieve and Robert Hagstrom discuss Warren Buffett's early investing mistakes the advantages of GEICO's insurance float for Buffett the outperformance of low turnover portfolios the mental model of looking at stocks as abstractions Warren Buffett's competitive advantage of thinking long-term modern portfolio theory's history and influence today the importance of focusing on certainties in investing strategy and more Robert Hagstrom is the Chief Investment Officer at EquityCompass and the Senior Portfolio Manager"
YouTube Link 2024-06-01T23:45Z 78.5K followers, 23.4K engagements
"The Truth About Private Equity w/ Ted Seides (TIP663) Clay is joined by Ted Seides to discuss his new book Private Equity Deals: Lessons in investing dealmaking and operations from private equity professionals. The private equity industry has grown significantly in the past [--] years now totaling over $6 trillion. Ted the former president and Co-CIO of Protege Partners is also the host of the popular podcast Capital Allocators. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:12 - What has led to the growth in private equity over the past few decades 0:05:20 - Why David Swensen referred to"
YouTube Link 2024-09-26T23:45Z 71.7K followers, [----] engagements
"What Is The REAL Intrinsic Value Of Berkshire Hathaway w/ Chris Bloomstran (TIP548) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/TIP-WSB 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 11.5% since"
YouTube Link 2023-04-29T23:45Z 53.2K followers, 22.8K engagements
"Happy Healthy Wealthy & Wise w/ Arnold Van Den Berg(RWH030) William Green speaks with Arnold Van Den Berg who spent the first years of his life in hiding during the Holocaust & overcame enormous obstacles to become a renowned investor. Here Arnold shares practical tools techniques & principles that helped him gain control over his mind & body so he could lift himself out of poverty & depression. His mission: to guide & empower others on their journey toward happiness success & prosperity. IN THIS EPISODE YOULL LEARN: - How this conversation fulfills Arnold Van Den Bergs decades-old dream. -"
YouTube Link 2023-07-22T23:45Z 67.7K followers, 16.2K engagements
"Making Smarter Decisions & Why Great Investors Are Great Quitters w/ Annie Duke (TIP623) Kyle Grieve chats with Annie Duke about quitting decision-making and investing. They discuss the importance of base rates using kill criteria and dissociating ourselves from our cherished ideas. The conversation also covers using a quitting coach to let go of things we hold onto for too long and more. Annie Duke is an accomplished decision-making expert author and speaker. She has won over $4 million in tournament poker and has won the World Series of Poker and other prestigious poker events. Annie"
YouTube Link 2024-04-13T23:45Z 68.5K followers, [----] engagements
"Mental Models That Make You a Better Investor & Decision-maker w/ Kyle Grieve & Clay Finck (TIP641) Kyle Grieve and Clay Finck discuss key topics from "Investing: The Last Liberal Art" by Robert Hagstrom including the importance of using the right explanation for a business in a good investment thesis simple ways to improve reading comprehension using mathematical concepts for better decision-making understanding System I and System II thinking in investing and new mental models. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:03 - How to use the proper explanations in your analysis to"
YouTube Link 2024-06-29T23:45Z 62.1K followers, [----] engagements
"Stocks with 100x RETURNS: Uncover the Strategy (TIP556) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: https://www.theinvestorspodcast.com/youtube-atakama Clay reviews Thomas Phelpss book - [---] to [--] in the Stock Market and also highlights writings put out by Akre Capital Management. RELATED EPISODES: - [---] Baggers: Stocks that Return 100-1 w/ Chris Mayer:"
YouTube Link 2023-06-01T23:45Z 62.4K followers, 27.7K engagements
"Nike: From Humble Beginnings to Global Domination Shoe Dog by Phil Knight Summary (TIP655) Kyle Grieve discusses the autobiography "Shoe Dog" by Phil Knight the founder of Nike highlighting the importance of pursuing true happiness hustle trust with suppliers focus for business success downsides of issuing equity maintaining cash reserves and the complexities of business growth. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:57 - The importance of being aware of what will make you happy in life and pursuing it with a deep focus 00:05:41 - Why happiness can't be fulfilled based purely on"
YouTube Link 2024-08-24T23:45Z 62K followers, [----] engagements
"Richer Wiser Happier Q2 [----] Design Your Optimal Life w/ Stig Brodersen & William Green (TIP730) Stig and William invite you to join their journey as they share what's made them richer wiser and happier over the last quarter. What you'll learn here: 00:00:00 - Intro 00:07:02 - The power of (not) structuring your day 00:08:04 - Why you will waste years if you cant waste hours 00:08:31 - How to have work-play integration rather than a work-life balance 00:14:23 - What you can clone from an optimal life design 00:27:15 - Why the best things in life come from compounding 00:30:52 - Why what is"
YouTube Link 2025-06-14T22:45Z 75.8K followers, [----] engagements
"Hunting for Super Stocks w/ Peter Keefe (RWH034) William Green chats with Peter Keefe an outstanding investor whos trounced the market over three decades. Here Peter discusses his timeless investing principles what he looks for in a great business how he evaluates the quality of management why he loves Microsoft & Markel why managing money is a high calling & what investors can learn from apex predators. IN THIS EPISODE YOULL LEARN: - How Peter Keefe taught himself to invest intelligently. - Why he loathed selling stocks as a broker on commission. - Why a money managers principal motivation"
YouTube Link 2023-10-14T23:45Z 73.8K followers, 29.8K engagements
"Alphabet (Google) & Amazon Stock Analysis IN THIS EPISODE YOULL LEARN: 00:00 - Intro 01:21 - Stock Investing Checklist 04:25 - Alphabet 14:35 - Amazon ✔ Subscribe to the We Study Billionaires channel: https://www.youtube.com/c/WeStudyBillionaires 🎧 Listen to our episodes here: https://link.chtbl.com/WSB 🖊 Access our free show notes and transcript here: https://www.theinvestorspodcast.com MENTIONED EPISODES: - (TIP524) Four Wide Moat Stocks for 2023: https://link.chtbl.com/WSB524 - (TIP487) Warren Buffetts [--] Investment Principles: https://link.chtbl.com/WSB487 - (RWH007) Investing Legend"
YouTube Link 2023-02-17T23:45Z 61.6K followers, [----] engagements
"Decoding Financial Crises: Lessons From History This Time is Different & Broken Money (TIP624) Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes from a historical perspective there is nothing new except what is forgotten. Todays episode will help shed light on where our world might be heading in light of studying history. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:30 - Financial Crises 00:08:29 - Debt & Default 00:13:27 - Banking Crises 00:14:20 - Domestic Defaults 00:19:18 -"
YouTube Link 2024-04-18T23:45Z 62.2K followers, [----] engagements
"How Physics Chemistry and Biology Can Make You a Better Investor w/ Kyle Grieve (TIP749) Kyle Grieve discusses how mental models from physics chemistry and biology can give investors and business leaders sharper decision-making tools. Hell explore how applying these frameworks helps to identify opportunities avoid risks and build lasting advantages. What you'll learn here: 00:00:00 - Intro 00:01:30 - How relativity helps investors see opportunities from different perspectives. 00:06:59 - Why inertia reveals which businesses stay great or stuck over decades. 00:08:50 - How momentum creates"
YouTube Link 2025-08-30T22:45Z 87.9K followers, [----] engagements
"Sam Zells Secrets to Spotting Bargains & Managing Risk w/ Clay Finck (TIP670) Clay reviews the wonderful book Am I Being Too Subtle by Sam Zell. Sam Zell has an impressive background having started his career in real estate in the late 1960s. Sam was the founder and chairman of Equity Group Investments a top private investment firm. He created the modern-day real estate investment trust (REIT) industry by founding Equity Office Properties Trust in [----] which he later sold for a record-breaking $39 billion in [----]. Just prior to passing away on May 18th [----] Sam had his final recorded"
YouTube Link 2024-10-24T23:45Z 81K followers, [----] engagements
"How to Thrive Amid Change w/ Brad Stulberg(RWH051) William Green chats with Brad Stulberg about how to thrive amid change. Brad is the best-selling author of Master of Change: How to Excel When Everything is ChangingIncluding You & The Practice of Groundedness: A Transformative Path to Success that FeedsNot CrushesYour Soul. Here he shares practical tools & strategies based on scientific research battled-tested wisdom & his work as a high-performance coach to business leaders & elite athletes. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:25 - How Brad Stulberg became an expert on"
YouTube Link 2024-11-09T23:45Z 62.6K followers, [----] engagements
"The Global Hunt for Great Stocks w/ Laura Geritz (RWH040) William Green chats with Laura Geritz founder of Rondure Global Advisors which scours the globe in search of high-quality companies trading at attractive prices in places like India China Japan Thailand Taiwan Turkey Brazil & Mexico. Here Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle which is built around relentless travel voracious reading & abundant time to think. IN THIS EPISODE YOULL LEARN: - How Laura Geritz earned the nickname Money Bags. - How she"
YouTube Link 2024-01-20T23:45Z 73.8K followers, [----] engagements
"Stock Market History & the AI Bubble w/ Jamie Catherwood (TIP595) Clay is joined by financial history expert Jamie Catherwood to discuss market forecasting interest rates and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog Investor Amnesia. IN THIS EPISODE YOU'LL LEARN: 0:00:00 - Intro 0:00:26 - Why we shouldnt try to make market forecasts. 0:03:47 - Psychological biases that play into why investors are prone to forecast markets. 0:22:17 - How we can determine"
YouTube Link 2023-12-29T05:00Z 62.4K followers, [----] engagements
"Top [--] Stocks to BUY NOW in [----] w/ Eddy Elfenbein (TIP518) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/WSB My guest today is Eddy Elfenbein. Eddy is a portfolio manager and editor of the blog Crossing Wall Street. His Buy List has beaten the S&P [---] by 102% over the last [--] years. Eddy and I discussed his Buy List for [----] at the top of the year episode [---] and Im excited to review his list for [----]. IN THIS EPISODE YOULL LEARN:"
YouTube Link 2023-01-26T23:45Z 62.3K followers, [----] engagements
"Building Wealth Invest Like a Business Owner w/ David Fagan (TIP742) Stig Brodersen speaks with David Fagan a successful entrepreneur and investor about the powerful overlap between building businesses and investing in public markets. What you'll learn here: 00:00:00 - Intro 00:01:00 - Why some business owners often become better investors through firsthand experience with risk volatility and capital allocation 00:14:09 - The blind spots business owners have when they enter the world of investing 00:23:48 - Why you might shift your attitude toward dividends after experiencing firsthand how"
YouTube Link 2025-08-02T22:45Z 78.3K followers, [----] engagements
"IMPORTANT Lessons from Warren Buffett's Shareholder Letters (TIP521) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay reviews Warren Buffetts shareholder letters and shares his takeaways and distills some of the biggest lessons he learned. If you asked a lot of value investors they would tell you that reading Buffetts letters is equivalent to an MBA on value investing and business. Buffett has a lot to"
YouTube Link 2023-02-06T23:45Z 77.9K followers, 26K engagements
"Investing Wisely in an Era of Climate Change w/ Bruce Usher (RWH047) William Green chats with Bruce Usher author of a book titled Investing in the Era of Climate Change. Bruce a successful entrepreneur investor & Columbia Business School professor discusses the once-in-a-lifetime investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify & how to profit as trillions of dollars flow into innovative climate change solutions that will change the worldfrom electric vehicles to"
YouTube Link 2024-07-06T23:45Z 62.3K followers, [----] engagements
"Why Most Stocks Will Lose You Money w/ Professor Hendrik Bessembinder (TIP667) Clay is joined by Professor Hendrik Bessembinder to discuss his renowned research on the performance of individual stocks. Professor Bessembinder is a finance professor at Arizona State University known for his research on stock performance and extensive consulting experience. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:44 - Why Hendrik performed his famous study 0:04:07 - Why the average stock loses money 0:08:12 - Skewness 0:14:59 - Stock market drawdowns 0:17:06 - Technology companies 0:18:59 - Stocks"
YouTube Link 2024-10-10T23:45Z 60.8K followers, [----] engagements
"Playing the Odds w/ Super-Investor Bruce Berkowitz (RWH041) William Green chats with famed investor Bruce Berkowitz whose Fairholme Fund has beaten the S&P [---] by [---] percentage points over [--] years. Bruce who was named Morningstars Domestic Stock-Fund Manager of the Decade in [----] talks here about the ups & downs of his volatile career how he changed his investment strategy after three costly losses why he likes cash as a kind of financial valium & why 80% of his fund is riding on one stock. IN THIS EPISODE YOULL LEARN: - What Bruce Berkowitz learned about odds by working as a bookmaker. -"
YouTube Link 2024-02-17T23:45Z 72.7K followers, 58.5K engagements
"Owning Best-in-Class Businesses w/ Joseph Shaposhnik Rainwater Equity's Launch (TIP731) Clay talks with Joseph Shaposhnik about his new ETF Rainwater Equity (RW) launched on June 18th [----]. The fund targets recurring revenue businesses and aims for above-average capital growth. Joseph's previous fund had a 16.7% return since [----] surpassing the S&P [---]. Learn more about Rainwater Equity: https://rainwateretf.com What you'll learn here: 00:00:00 - Intro 00:01:08 - Meeting with Peter Lynch 00:02:49 - Lynch's wide investment spectrum: small caps turnarounds and growth 00:05:18 - Restaurant"
YouTube Link 2025-06-19T22:45Z 76K followers, [----] engagements
"Protect Your Wealth from Speculative Hype A Short History of Financial Euphoria Insights (TIP673) Kyle Grieve discusses speculative events highlighting their accessibility and the reasons they are likely to continue. He covers major historical euphoric episodes and three recent market bubbles many listeners have experienced. Grieve also explains how the rise in IPOs is often linked to these mini bubbles and shares six key takeaways from his book to help protect against bubble investing. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - The blueprint of a speculative event 00:07:00 - A"
YouTube Link 2024-11-02T23:45Z 62.3K followers, [----] engagements
"Amazons Secret Weapon: Customer Obsession (TIP716) Kyle Grieve explores how Jeff Bezos's vision and focus on customer experience shaped Amazon into a dominant business. What you'll learn here: 00:00:00 - Intro 00:02:55 - Why self-reliance helped Bezos repeatedly invent out of failure 00:03:38 - How Bezoss childhood brilliance helped forged Amazons DNA 00:05:18 - How DE Shaw inspired Amazons hiring bar and secretive innovations 00:12:14 - Why founder-led companies tripled returns vs peers from [--------] 00:15:15 - How Amazon used user reviews to build trust and boost Amazons moat 00:18:44 - How"
YouTube Link 2025-04-24T22:45Z 73.1K followers, [----] engagements
"Should Value Investors Own Index Funds The Boglehead Investment Approach (TIP743) Clay shares John Bogles timeless philosophy of passively investing in low-cost index funds. Bogle the founder of Vanguard helped spark a global movement that has made investing more accessible and cost-effective. Today Vanguard manages over $10 trillion in assets and Bogles simple approach has been adopted by millions worldwide collectively saving investors trillions of dollars in fees over the years. What you'll learn here: 00:00:00 - Intro 00:01:02 - How John Bogles index fund philosophy revolutionized"
YouTube Link 2025-08-07T22:45Z 78.5K followers, [----] engagements
"Buffett's Early Investments by Brett Gardner w/ Clay Finck (TIP682) Clay reviews Brett Gardners new book Buffetts Early Investments. Brett is an Analyst at Discerene Group LP a private investment partnership that invests globally with a long-term value philosophy. He shares our enthusiasm for Warren Buffett. From [----] to [----] Buffett compounded his investors capital at 23.8% net of fees compared to the Dow Jones's 7.4%. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:33 - Factors to Buffetts Outperformance 0:04:37 - Philadelphia and Reading Case Study 0:13:48 - P&R Acquisition Strategy"
YouTube Link 2024-12-12T23:45Z 70.7K followers, [----] engagements
"The Way to Win w/ Bill Nygren (RWH058) In this episode William Green chats with investing legend Bill Nygren who oversees about $25 billion at Harris Associates. Bill is the firms Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here he discusses the processes principles habits & mindset that have enabled him to beat the market over three decades. What you'll learn here: 00:00:00 - Intro 00:02:15 - How Bill Nygren became a contrarian bargain hunter. 00:14:09 - Why sports gambling companies often refuse to take his bets. 00:39:38 -"
YouTube Link 2025-06-21T22:45Z 76.2K followers, [----] engagements
"How to Outperform with Unconventional Thinking w/ Larry Connor (TIP671) Kyle Grieve spoke with Larry Connor about the importance of being different for success thoroughly exploring opportunities investing counter-cyclically and staying true to core values. Larry Connor founded The Connor Group in [----] with $400000 and one investor. Today the business has over [----] investors and $5 billion in assets operating in [--] markets across the United States. Larry also founded The Connor Group Kids & Community Partners a non-profit organization supporting underprivileged children in communities where"
YouTube Link 2024-10-26T23:45Z 81K followers, [----] engagements
"Scuttlebutt and Sleuthing: Unveiling the Secrets of Successful Investors w/ Kyle Grieve (TIP694) Kyle Grieve will discuss scuttlebutt popularized by Philip Fisher in Common Stocks and Uncommon Profits. Youll learn why scuttlebutt is essential for building conviction and understanding bullish and bearish views how it involves learning from key business groups the importance of asking the right questions for valuable insights and the role of industry specialists and networking in gathering expert knowledge. Additionally discover how to use self-reflection and journaling to improve"
YouTube Link 2025-01-25T22:45Z 80.1K followers, [----] engagements
"Netflix Ferrari & Managing Market Volatility w/ Arif Karim (TIP711) Clay is joined by Arif Karim to discuss Netflix and Ferrari. As a co-Portfolio Manager at Ensemble Capital Arif has extensive knowledge of both companies. Arif has been in the investment industry for over [--] years and is currently working on transitioning to his new venture in the industry. What youll learn here: 00:00:00 - Intro 00:00:38 - Why is Netflix a great business 00:04:29 - What is Netflixs moat 00:11:07 - Share price volatility 00:24:37 - Restricting password sharing and the ad-supported tier 00:00:00 - Becoming the"
YouTube Link 2025-04-03T22:45Z 72.1K followers, [----] engagements
"How to Live by an Inner Scorecard w/ Pico Iyer (RWH055) William Green welcomes back Pico Iyer one of his all-time favorite guests. Pico is a famed author & speaker whose TED talks have been viewed about [--] million times. Here he discusses his new book Aflame which explores how to find peace of mind happiness & clarity amid extreme uncertainty & accelerating change. This episode is a masterclass on creating a richer wiser happier life while living by what Warren Buffett calls an inner scorecard. What you'll learn here: 00:00:00 - Intro 00:01:38 - How to find calm & clarity in the midst of"
YouTube Link 2025-03-15T22:45Z 71.3K followers, [----] engagements
"Long Term Success Strategies: Career Advice & Business Tactics w/ Sahil Bloom (TIP584) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Clay and Sahil Bloom discuss the philosophies and frameworks behind The Curiosity Chronicle Sahil's popular newsletter with over [------] subscribers."
YouTube Link 2023-10-26T23:45Z 62.3K followers, [----] engagements
"Prepare for Turmoil w/ Bill Priest (RWH053) William Green speaks with Barrons Roundtable member Bill Priest who is Vice Chairman of TD Wealth and founder Chairman and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books including Winning at Active Management. Having prospered for six decades in the financial markets Bill has seen it all. Here he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:04:15 - How Bill Priest fell in love with"
YouTube Link 2025-01-11T22:45Z 67.3K followers, [----] engagements
"How Charlie Munger Built a Billion-Dollar Fortune Lessons From Damn Right By Janet Lowe (TIP683) Kyle Grieve explores the life of Charlie Munger drawing insights from his biography Damn Right. Hell cover Charlies similarities and differences with Benjamin Graham the value of dedicating an hour a day to thinking the role of decisiveness and conviction in transformative investments and how independent thinking shaped his life. Plus hell discuss lessons from his days practicing law key takeaways from his investment partnership and much more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:55"
YouTube Link 2024-12-14T23:45Z 64.9K followers, [----] engagements
"Investing in Hidden Monopolies: Why Customer Loyalty Creates Superior Moats w/ Kyle Grieve (TIP744) Kyle Grieve reframes competitive advantage through customer loyalty and introduces the Moat Strength Index (MSI) to help investors assess and track business quality. What you'll learn here: 00:00:00 Intro 00:01:41 Why scale effects are ineffective against disruption via innovation 00:05:06 Why having high customer loyalty is so powerful as an advantage vs competitors 00:08:36 The five customer loyalty moats you must know 00:16:02 Why ecosystem moats are so hard to build but generate significant"
YouTube Link 2025-08-09T22:45Z 78.6K followers, [----] engagements
"Warren Buffetts Purchase of Taiwan Semiconductor Manufacturing Ticker TSM (TIP508) Clay Finck dives into Warren Buffetts recent purchase of Taiwan Semiconductor Manufacturing (Ticker TSM) the critical role semiconductors play in our overall economy and why Intel and Meta may be undervalued. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:04 - Buffetts Purchase of TSM 00:05:51 - Geopolitical Tensions 00:18:05 - US Restrictions on China 00:22:45 - Intel Stock 00:25:20 - What Drives a Stocks Value 00:28:50 - Home Depot Stock 00:31:32 - Graham and Dodd Annual Breakfast 00:34:53 - Why EBITDA"
YouTube Link 2022-12-26T23:45Z 81.4K followers, [----] engagements
"Thinking in Bets by Annie Duke A Guide to Smarter Decisions (TIP715) In this episode Clay explores the book Thinking in Bets by Annie Duke a guide to making better decisions under uncertainty. What youll learn here: 00:00:00 - Intro 00:00:51 - Superbowl XLIX 00:05:00 - Downfalls of Resulting 00:08:49 - System [--] vs System [--] Thinking 00:14:21 - Were all biased 00:18:28 - Updating our beliefs 00:28:09 - Buddy System 00:34:12 - Rashomon Effect 00:41:21 - Combatting Our Emotions 00:45:57 - Additional Tools for Decision Making 00:48:35 - Quitting Criteria when to sell a stock 00:53:23 - Final"
YouTube Link 2025-04-17T22:45Z 72.8K followers, [----] engagements
"The Making of a Quality Investor w/ Edwin Lugo Edwin Lugo is the Founder and Managing Partner of EL2 Capital which invests in high-quality companies for the long-term to compound the wealth of partners friends and family. Edwin has over three decades of experience in the investment industry and is also a member of our TIP Mastermind Community. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:35 - The early part of Edwins career 00:05:02 - Managing $6 billion in AUM 00:11:44 - Quality investing 00:23:41 - Starting EL2 Capital 00:32:45 - Intelligent Fanatics 00:35:27 - Moats 00:37:41 -"
YouTube Link 2025-03-04T12:45Z 70.7K followers, [----] engagements
"Buffett Munger Bitcoin & More w/ Ray Dalio Bill Miller Chris Davis & Michael Berg (RWH052) William Green looks back at some of the most powerful lessons from the first [--] episodes of the podcast. He highlights four of his favorite interviews: with multibillionaire Ray Dalio Berkshire Hathaway board member Chris Davis investing legend Bill Miller & author Michael Berg. Here Dalio discusses how to overcome our weaknesses; Miller reveals the insights that made him a vast fortune on Bitcoin; Davis shares what hes learned from Buffett & Munger; & Berg explains how to increase your enjoyment of"
YouTube Link 2024-11-30T23:45Z 72.4K followers, 14.6K engagements
"A New Golden Age for Savvy Stockpickers w/ Bob Robotti (RWH046) William Green chats with Bob Robotti a great investor whos crushed the S&P [---] over the last [--] years. Bob the President & Chief Investment Officer of Robotti & Co explains why he believes were in a new golden age for active value-oriented investors (not index funds); why he expects persistently high inflation; why hes betting heavily on the resurgence of Old Economy businesses; & how hes positioned to profit from the first truly global energy crisis. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:08:48 - How Bob Robotti lucked"
YouTube Link 2024-06-22T23:45Z 65.2K followers, 45.6K engagements
"Investing Calmly Amid the Storm w/ Christopher Begg (RWH056) William Green chats with Christopher Begg an exceptional hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris has also taught for many years at Columbia Business School where he teaches the prestigious Security Analysis course that Warren Buffett took with Ben Graham in [----]. Here Chris discusses how to stay calm amid market turmoil; how he identifies great businesses; why Tesla could deliver extraordinary long-term returns; & how he builds a balanced life in [--] key areas. What you'll learn here: 00:00:00 -"
YouTube Link 2025-04-19T22:45Z 75.3K followers, 10.8K engagements
"A Simple Path to Superb Returns w/ Anthony Kingsley (RWH036) William Green chats with Anthony Kingsley who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund which has crushed its benchmark index by [----] percentage points over [--] years. Here he discusses his firms surprisingly simple path to exceptional returns. IN THIS EPISODE YOULL LEARN: - What Anthony Kingsley learned from his great mentor James Findlay. - Why their firm Findlay Park lives by the mantra Keep it simple. - How the firm structures its"
YouTube Link 2023-11-11T23:45Z 62.3K followers, 20.6K engagements
"The Corporate Life Cycle: What Markers Tell Where a Company Falls w/ Aswath Damodaran (TIP654) Clay is joined by Aswath Damodaran to discuss his new book The Corporate Life Cycle. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written numerous books on valuation and has also made all of his university courses available online for free. Aswath is one of the clearest teachers of finance and investing in the industry. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:35 - The"
YouTube Link 2024-08-22T23:45Z 62K followers, 17.2K engagements
"The Making of a Value Investor Bear Market Lessons w/ Gautam Baid (TIP583) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Clay is joined by Gautam Baid to discuss his new book The Making of a Value Investor. Gautam Baid CFA is the Managing Partner of Stellar Wealth Partners India"
YouTube Link 2023-10-21T23:45Z 71.3K followers, 19.5K engagements
"Buying Exceptional Businesses & Ignoring the Noise w/ Franois Rochon (TIP709) Clay and Franois Rochon discuss long-term investing emphasizing that buying great businesses at fair prices is key while market timing is unwise. Volatility he believes offers opportunities for investors. What youll learn here: 00:00:00 - Intro 00:00:50 - Annual Letter to Partners 00:06:10 - Invest in great businesses 00:11:45 - Level of concentration 00:14:14 - Always be fully invested 00:18:56 - How to calculate owners' earnings 00:28:41 - Podium of Errors 00:31:54 - Four risks to equity investors 00:43:43 -"
YouTube Link 2025-03-27T22:45Z 79.4K followers, 18.4K engagements
"How to Build Enduring Wealth w/ Guy Spier (RWH042) William Green chats with renowned hedge fund manager Guy Spier who has run the Aquamarine Fund since [----]. Guy talks about compounding wealth over decades lessons from Warren Buffett and his own mistakes how to succeed by avoiding poor investment behavior building the right relationships and recognizing our weaknesses. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:09 - Why its so intense for Guy Spier & William Green to collaborate. - How telling the truth changed Guys life. - Why the Global Financial Crisis terrified him. 00:22:42 - Why"
YouTube Link 2024-03-16T23:45Z 66K followers, 45.5K engagements
"Investment Strategies of the Superrich w/ Adam Shapiro (RWH048) William Green chats with Adam Shapiro Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families allocating their assets to everything from hedge funds to private equity. Here he explains how to build & safeguard wealth over the long term; how he identifies the best fund managers; why hes wary of index funds & ETFs; & how to thrive by building a powerful network & removing excess filler from your portfolio & your life. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:05:27 - Why Adam"
YouTube Link 2024-08-03T23:45Z 62K followers, 11K engagements
"Advice for My Twenty-Year-Old Self w/ Stig Brodersen (TIP712) Stig Brodersen shares [--] pieces of advice with his 20-year-old self. What you'll learn here: 00:00:00 - Intro 00:00:55 - Why the limits of your language are the limits of your world 00:05:09 - Why you need to leave your comfort zone 00:07:38 - Why you can grow from making yourself vulnerable 00:20:02 - Why you can have anything but not everything 00:32:02 - Why you should do what you say and say what you do 00:52:42 - Why you should be intentional with your relationships - but not too much Transcript & Guest Info:"
YouTube Link 2025-04-05T22:45Z 72.2K followers, [----] engagements
"Mannu So Naught 🤭😝😁 Best Part of Mannu Tannu Vlongs.✌Our Cuties 😘❤#manishq"
YouTube Link 2025-09-07T07:58Z [----] followers, [----] engagements
"Outperforming the Market with Integrity Friendship & Wisdom Guy Spier interview (TIP735) Stig Brodersen speaks with Guy Spier who has outperformed the S&P [---] since [----] with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist and how friendships service and living by an inner scorecard guide his life and investment philosophy. What you'll learn here: 00:00:00 - Intro 00:02:42 - Why Guy Spier decided to invest in The Economist 00:13:56 - How Guy is living by his inner scorecard 00:54:58 - How does Guy invest in friendships 01:02:43 - Why friendships are there for a reason a"
YouTube Link 2025-07-05T22:45Z 76.8K followers, [----] engagements
"The Art of Execution Cut your Losers & Run your Winners w/ Clay Finck (TIP736) Clay reviews Lee Freeman-Shor's book The Art of Execution. Freeman-Shor studied [--] of the world's top investors over seven years revealing why investment success depends far more on execution than stock picking. What you'll learn here: 00:00:00 - Intro 00:00:57 - TIP Summit Announcement 00:01:30 - The Fund Results 00:06:12 - The Rabbits: Investors Who Freeze 00:08:41 - Cognitive Biases That Destroy Returns 00:27:32 - The Assassins: Masters of Cutting Losses 00:32:45 - The Hunters: Doubling Down on Losers 00:36:47 -"
YouTube Link 2025-07-10T22:45Z 77.1K followers, [----] engagements
"You can be a Stock Market Genius w/ Roger Fan Greenblatt's 30%+ Returns (TIP677) Clay and Roger Fan discuss Joel Greenblatt's book You Can Be a Stock Market Genius. Greenblatt a legendary hedge fund manager averaged 40% annual returns over [--] years turning $1 million into $836 million. Roger Fan is the Chief Investment Officer at RF Capital Management. RF Capital seeks to achieve superior risk-adjusted returns by investing in obscure undervalued companies globally. Rogers Firm: https://www.rfcapitalmanagement.com/ IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:24 - Who is Joel Greenblatt"
YouTube Link 2024-11-21T23:45Z 63.4K followers, [----] engagements
"100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay sits down with Chris Mayer to discuss the lessons from his book - [---] Baggers. Chris is the author of [---] Baggers and the portfolio manager of Woodlock House Family Capital. Chriss book"
YouTube Link 2023-04-08T23:45Z 73.8K followers, 57.4K engagements
"Reading the Signals: How to Identify Winning Investments w/ Andrew Martin (TIP692) Kyle Grieve interviews Andrew Martin about applying his PhD to investing traits of great investments physics-based mental models interest in small-cap stocks using an inflection point strategy to outperform the market and more. WHAT YOU'LL LEARN HERE: 00:00:00 - Intro 00:02:35 - The physical cue that Andrew looks out for to help him subconsciously identify fantastic investing opportunities 00:08:25 - How to combat biases in investing to avoid making big mistakes 00:10:34 - How to utilize a natural contrarian"
YouTube Link 2025-01-18T22:45Z 73.8K followers, [----] engagements
"Maximizing Your Profits: How to Avoid Common Investing Mistakes w/ Kyle Grieve & Clay Finck (TIP614) Kyle and Clay discuss how human psychology impacts investment decisions provides strategies to mitigate biases and stresses the importance of patience simplicity and understanding value. They also explain the significance of recognizing market biases through market cycles and prioritizing temperament over intellect. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:59 - Why greed makes us feel smart 00:13:41 - The follies of trying to time the market The downside of timing the market"
YouTube Link 2024-03-09T23:45Z [--] followers, [----] engagements
"How Smart Investors Limit Risk: Seth Klarmans Margin of Safety w/ Kyle Grieve (TIP737) Kyle explores value investing through Seth Klarmans Margin of Safety focusing on mindset discipline and risk management. What you'll learn here: 00:00:00 - Intro 00:05:04 - Why most investors speculate rather than investand how to tell the difference 00:11:01 - Why fund managers have structural weaknesses that require them to prioritize the wrong things 00:13:26 - Why EBITDA can misleadand how it hides a businesss actual condition 00:16:46 - Why value investors focus more on downside protection than upside"
YouTube Link 2025-07-12T22:45Z 77.3K followers, [----] engagements
"Market Cycles Value Investing & Nvidia w/ Rob Arnott (TIP688) Clay is joined by Rob Arnott to discuss the Fundamental Index the equity risk premium and where Rob believes were at in the value cycle. Rob Arnott is the founder and chairman of Research Affiliates actively involved in research portfolio management product innovation and client interactions. He is on the Executive Committee and co-portfolio manager for the PIMCO All Asset and RAE funds. Rob has worked to connect academic theorists with financial markets challenging conventional wisdom to find value-adding solutions for investors."
YouTube Link 2025-01-02T23:45Z 69K followers, [----] engagements
"Stock Market History & the AI Bubble w/ Jamie Catherwood (TIP595) Clay is joined by financial history expert Jamie Catherwood to discuss market forecasting interest rates and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog Investor Amnesia. IN THIS EPISODE YOU'LL LEARN: - Why we shouldnt try to make market forecasts. - Psychological biases that play into why investors are prone to forecast markets. - How we can determine which market forecasts are worth putting"
YouTube Link 2023-12-28T23:45Z [--] followers, [---] engagements
"A Sea Change Is Happening: What Worked Then Wont Work Now w/ Howard Marks (TIP545) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP My guest today is illustrious Howard Marks founder of Oaktree Capital which oversees $140B in AUM. Howard has become an investing legend through his consistent performance his focus on contrarian assets and of course his memos. He is also known for his focus on risk management"
YouTube Link 2023-04-13T23:45Z 81.7K followers, 293.1K engagements
"Pick Winning Stocks with a Stock Investing Checklist w/ Clay Finck (TIP656) Today's episode features Clay offering a detailed guide on creating an investment checklist to help avoid picking and losing stocks. An investment checklist along with a thorough fundamental analysis is crucial for making informed decisions in the investing world. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:42 - The importance of fundamental research 00:03:46 - How to generate investment ideas 00:06:00 - Starting fundamental research 00:11:29 - Understanding customers 00:18:28 - Understanding the competitive"
YouTube Link 2024-08-29T23:45Z 57.9K followers, [----] engagements
"Outperforming the Market with Integrity Friendship & Wisdom Guy Spier interview (TIP735) Stig Brodersen speaks with Guy Spier who has outperformed the S&P [---] since [----] with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist and how friendships service and living by an inner scorecard guide his life and investment philosophy. What you'll learn here: 00:00:00 - Intro 00:02:42 - Why Guy Spier decided to invest in The Economist 00:13:56 - How Guy is living by his inner scorecard 00:55:05 - How does Guy invest in friendships 01:02:50 - Why friendships are there for a reason a"
YouTube Link 2025-07-06T13:51Z 77.3K followers, [----] engagements
"How Turtle Creek Beat the Market Since [----] Value Investing Masterclass w/ Andrew Brenton (TIP592) Clay is joined by Andrew Brenton. Andrew Brenton is the CEO and co-founder of Turtle Creek. Since its inception in [----] Turtle Creek has achieved an average annual return of 20% versus just 7% for the market. $10000 invested into their fund at inception would have grown to over $885000 as of September [--] [----] and had that money been invested in the market it would have been worth just under $52000. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:47 - How Andrews experience in private markets"
YouTube Link 2023-12-07T23:45Z 77.9K followers, 33.2K engagements
"The BEST Investor You've NEVER Heard Of: Nick Sleep (TIP492) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay Finck reads through Nick Sleep's letters and distills the biggest lessons he learned from studying his writings and investment career. Through Sleeps fund the Nomad Investment Partnership he achieved a stellar total return of 921% versus 117% for the world index during the [--] year period of the"
YouTube Link 2022-11-07T23:45Z 87.7K followers, 44.8K engagements
"Quality Shareholders by Lawrence Cunningham w/ Clay Finck (TIP679) Not all shareholders are equally committed to a company's long-term success. Today's companies need quality shareholders who buy large stakes and hold them for extended periods. Lawrence Cunningham explains why in his book Quality Shareholders: How the Best Managers Attract and Keep Them. Lawrence Director of the John Weinberg Center for Corporate Governance is vice chairman of Constellation Software and a director at Markel and Kelly Partners Group. He has authored several notable books on investing and corporate governance."
YouTube Link 2024-11-28T23:45Z 63.7K followers, [----] engagements
"Mastermind Q4 [----] Dollar General (DG): Stock to Buy or Value Trap (TIP586) 🏆 Join our exclusive community of dedicated value investors: https://www.theinvestorspodcast.com/mastermind-application 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📊TRY OUR"
YouTube Link 2023-11-04T23:45Z 72.6K followers, [----] engagements
"Richer Wiser Happier Q3 [----] w/ William Green & Stig Brodersen (TIP581) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🪙 Make investing in precious metals easy with Noble Gold Investments. Receive a FREE 5-ounce solid silver America The Beautiful bullion coin with any qualifying precious metals IRA. https://billionairesgold.com Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on kindness they discuss what has made them Richer Wiser or"
YouTube Link 2023-10-07T23:45Z 62.4K followers, [----] engagements
"AppFolio Stock Deep Dive Best Quality Stock Idea Q1 [----] w/ Clay Finck & Kyle Grieve (TIP698) Clay and Kyle give an overview of their best quality stock idea for Q1 [----]. This quarter they discuss AppFolio. AppFolio is a high-growth software company reshaping property management. Clay and Kyle discuss its revenue growth competitive edge and AI innovations assessing whether its a sound investment. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:09 - AppFolio Business Overview 0:04:28 - How Sticky AppFolios products are 0:17:05 - Key Performance Indicators 0:18:53 - AppFolios AI Tools 0:26:09"
YouTube Link 2025-02-13T22:45Z 80.4K followers, [----] engagements
"Richer Wiser Happier Q1 [----] Becoming Your Best Self w/ Stig Brodersen & William Green (TIP703) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. In their quest for meaningful relationships and being the best version of themselves they discuss what has made them Richer Wiser or Happier in the past quarter. Youre invited to join them on their journey. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:44 - What makes you go weak and go strong 00:09:06 - Why emotions can be real but not true 00:20:50 - How to let go of experiences you would rather forget"
YouTube Link 2025-03-01T22:45Z 71.5K followers, [----] engagements
"How Warren Buffett Became Warren Buffett Buffett: The Making of an American Capitalist (TIP733) Kyle Grieve delves into Warren Buffett's life exploring Roger Lowenstein's book Buffett: The Making of an American Capitalist. What you'll learn here: 00:00:00 - Intro 00:01:12 - How Buffett showed business instincts as a young boy 00:01:36 - How Buffett used scuttlebutt early in his career 00:02:19 - The influence Buffetts father had on his mindset 00:08:39 - Three timeless principles Buffett learned from Ben Graham 00:17:10 - The period Buffett compounded at over 50% annually 00:21:40 - How a"
YouTube Link 2025-06-28T22:45Z 78.7K followers, [----] engagements
"A History of Stock Market Bubbles w/ Legend Investor Jeremy Grantham (TIP650) Clay is joined by investing legend and bubble historian Jeremy Grantham. Jeremy gives his updated views on the recent stock market run-up how todays market compares to market bubbles of the past and indicators that point to the potential bear market that lies ahead. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:31 - Lessons investing in microcaps in the 1960s 00:05:51 - A history of the markets biggest bubbles 00:13:47 - View on Todays Market 00:15:57 - AI 00:18:18 - Impact of interest rate cuts 00:21:19 - How"
YouTube Link 2024-08-08T23:45Z 62K followers, 88.4K engagements
"Mohnish Pabrai on Investing and Life Lessons (TIP719) Legendary value investor Mohnish Pabrai shares his successful investment strategies and life lessons with Stig Brodersen. Pabrai's fund has substantially beaten the S&P [---] since its inception. What youll learn here: 00:00:00 - Intro 00:00:56 - How stock investors can truly think like the owners of the business 00:09:48 - Which advice would Mohnish give to himself at ages [--] and [--] 00:20:38 - Why you should learn from your mistakes but not too much 00:33:23 - Why Mohnish looks at philanthropy as part two of the ultimate game 00:38:05 - Why"
YouTube Link 2025-05-03T22:45Z 73.8K followers, 17.1K engagements
"Broken Money w/ Lyn Alden (TIP574) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book Broken Money. In this first part episode of two youll quickly hear why Stig and Preston think Broken Money is one of the best books they read in [----]. RELATED EPISODES: - Is The"
YouTube Link 2023-09-02T23:45Z 75K followers, 30.7K engagements
"Herms Stock Deep Dive The World's Most Prestigious Luxury Brand w/ Shree Viswanathan (TIP659) Clay is joined by Shree Viswanathan for a stock deep dive on Herms. Herms is known for luxury goods like Birkin and Kelly bags silk scarves and equestrian-inspired items. Since the IPO in [----] shares of Herms have compounded at 20.6% (excluding dividends) while the S&P [---] had a total return of just 10.4%. Shree Viswanathan is the founder and portfolio manager of SVN Capital. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:02:43 - Business overview of Herms 0:04:12 - What is luxury 0:09:44 - Where"
YouTube Link 2024-09-12T23:45Z 71.9K followers, 11.2K engagements
"Richer Wiser Happier Q4 [----] The Investor's Paradox w/ Stig Brodersen & William Green (TIP676) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on building meaningful relationships and traveling with friends along the path they discuss what has made them Richer Wiser or Happier in the past quarter IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:30 - Why the opposite of a virtue is also a virtue 00:14:58 - Why you need to hold two contradictory thoughts in your head and still stay sane 00:33:35 - Why the Nomad Partnership principles"
YouTube Link 2024-11-16T23:45Z 63K followers, [----] engagements
"How to Beat the Market Over [--] Years w/ Jay Bowen (RWH049) William Green chats with Harold J. (Jay) Bowen III President & CIO of Bowen Hanes & Company. Jay & his late father generated dazzling returns for their biggest client the Tampa Firefighters & Police Officers Pension Fund. The funds stock portfolio has achieved an annualized return of 14.4% over [--] years & a cumulative return of more than 81000%. Here Jay explains how they pulled this off sharing one of the great untold stories of the investment world. IN THIS EPISODE YOULL LEARN 00:00:00 - Intro 00:01:18 - How Jay Bowens father came"
YouTube Link 2024-08-31T23:45Z 62K followers, [--] engagements
"From Confusion to Clarity: Master Mental Models for Smarter Decisions w/ Kyle Grieve (TIP740) Kyle Grieve discusses the power of mental models how they sharpen our thinking and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking including the circle of competence inversion first-principles thinking probabilistic thinking and more. What you'll learn here: 00:00:00 - Intro 00:00:37 - What exactly are mental models 00:03:12 - The three failures people have with interacting with reality 00:07:39 - A simple 6-step framework for"
YouTube Link 2025-07-26T22:45Z 77.9K followers, [----] engagements
"Coca-Colas Brand Power & Moat Explained Buffetts Iconic Investment w/ Kyle Grieve (TIP724) Kyle Grieve chats about one of the most iconic businesses in historyCoca-Colaand explores its enduring competitive advantages its remarkable turnaround under CEO Roberto Goizueta and what Warren Buffett saw that made it one of Berkshire Hathaways most legendary investments. What you'll learn here: 00:00:00 - Intro 00:00:34 - What gives Coca-Cola four enduring edges over competitors worldwide. 00:06:04 - A brief overview of Coca-Colas two primary business segments. 00:07:49 - Why Goizuetas personality"
YouTube Link 2025-05-24T22:45Z 78.1K followers, [----] engagements
"The Founder's Mindset w/ Cristiano Souza (TIP706) Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business. Cristiano Souza founded Zeno Equity Partners in [----] after [--] years at Dynamo where he managed a fund that returned 24% annually in US dollars. What youll learn here: 00:00:00 - Intro 00:00:48 - Joining Dynamo 00:02:30 - Investing in Brazil 00:08:30 - Filtering process 00:13:35 - LVMH 00:17:50 - Investing in the US 00:29:20 - Risk management 00:32:31 - Assessing management 00:38:35 - Linde PLC 00:42:48 - Lindes competitive advantage"
YouTube Link 2025-03-13T22:45Z 71.2K followers, [----] engagements
"Richer Wiser Happier Q3 [----] Building Relationships w/ Stig Brodersen & William Green (TIP644) Stig Brodersen talks with co-host William Green the author of Richer Wiser Happier. With a strong focus on building meaningful relationships and serving others they discuss what has made them Richer Wiser or Happier in the past quarter. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - How to deal with your ego 00:05:47 - Stig and Williams journey to serve others 00:31:54 - Why Stig has invested with Mohnish Pabrai 00:41:29 - Why one should not judge others for flawed values 00:59:42 - What"
YouTube Link 2024-07-13T23:45Z 62.2K followers, [----] engagements
"Multi-Bagger First Principles Finding Stocks That 10x or More w/ Ian Cassel (TIP606) Clay is joined by Ian Cassel to discuss multi-bagger first principles what hes learned from investor Tony Deden and biases he has had to overcome to continue improving as an investor. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:50 - A [----] overview of Ians fund. 0:04:10 - Ians investment journaling and reflection process. 0:09:07 -"
YouTube Link 2024-02-08T23:45Z 62.4K followers, 16.4K engagements
"Uncovering the Truth: Is China's Economy Collapsing w/ Kyle Bass (TIP611) Clay chats with Kyle Bass the founder and principal of Hayman Capital Management. Haymans first major success came from effectively shorting the housing market in [----] and Kyle was profiled in Michael Lewis book The Big Short. After seeing Chinese stocks drop 20% over the past year I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:57 - Why China is potentially preparing to invade Taiwan."
YouTube Link 2024-02-29T23:45Z 81.7K followers, 162.7K engagements
"Hedging Against Market Crashes w/ Kris Sidial (TIP702) Clay and Kris Sidial discuss tail risk hedging which protects portfolios from extreme market downturns and enhances long-term growth. Kris Sidial is the co-investment officer of Ambrus Group which implements a carry-neutral tail risk hedging strategy to protect investors against market crashes. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:49 - What is tail risk hedging 0:05:23 - What is the VIX 0:07:26 - March [----] drawdown 0:11:06 - Previous market blowups 0:16:05 - Self-reinforcing nature of markets 0:23:31 - Short vol strategy"
YouTube Link 2025-02-27T22:45Z 73.1K followers, [----] engagements
"Peter Lynch: How To Invest For Beginners One Up on Wall Street Review (TIP511) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Clay Finck reviews Peter Lynchs best-selling book One Up on Wall Street. Peter Lynch is known for managing the Fidelity Magellan Fund which achieved an average annual return of 29.2% per year from [----] through [----]. RELATED EPISODES: - Warren Buffetts Purchase of Taiwan"
YouTube Link 2023-01-02T23:45Z 77.8K followers, 31K engagements
"Inflation Current Market Conditions and AI w/ David Stein (TIP568) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay chats with David Stein about current market conditions the role of international stocks in a portfolio whether investors should get exposure to AI stocks or not if GDP is an outdated metric the role of"
YouTube Link 2023-08-05T23:45Z 82.2K followers, [----] engagements
"Insights From A Reclusive Investment Firm w/ Graeme Forster (TIP532) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🎧 Listen to our episodes here: https://link.chtbl.com/WSB We have a very special guest today and that is Dr. Graeme Forster. Graeme is the Managing Director of Orbis which currently manages around $30B. Graeme attained a masters in mathematics from Oxford and a PhD in Mathematical Epidemiology and Economics from Cambridge. Orbis is a global investment management firm and"
YouTube Link 2023-10-14T13:10Z 32.5K followers, [----] engagements
"The Vigilant Investors Guide to Success in Stocks & Life w/ Chris Bloomstran (RWH032) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast William Green speaks with Chris Bloomstran President & Chief Investment Officer of Semper Augustus. Chris explains how to achieve long-term success by seeking a dual margin of safety that comes"
YouTube Link 2023-09-16T23:47Z 38.4K followers, [----] engagements
"Winning the Long Game: Global & Contrarian Value Investing w/ Soo Chuen Tan (TIP647) Clay is joined by Soo Chuen Tan the founder and president of Discerene Group to discuss global and contrarian value investing. Soo Chuen started his firm in [----] with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach Discerene has had an impressive investment track record since its founding in June [----]. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:32 - Founding Story 00:13:08 - Why Discerene has outperformed 00:18:38 - How to be a better"
YouTube Link 2024-07-26T04:08Z 54.5K followers, [----] engagements
"Gold: Why It Hit All-Time Highs Central Banks & Portfolio Strategies w/ Lyn Alden (TIP638) Stig Brodersen talks with investment expert Lyn Alden about why gold has recently hit an all-time high. They discuss the optimal market conditions for gold investments and gold in portfolio management. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:43 - Why the gold price is at an all-time high 00:02:11 - Who are the buyers of gold and what is the role of central banks 00:12:38 - Why emerging economies have more gold on their balance sheet than developed economies 00:20:37 - Whether it makes sense"
YouTube Link 2024-06-15T23:45Z 78K followers, 15.4K engagements
"Stock Market Crises & Bubbles w/ Brendan Hughes (TIP589) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🥗 Feed your body the nutrients it craves with KaChava an all-in-one plant-based superblend made up of superfoods greens plant proteins antioxidants adaptogens and probiotics Get 10% off on your first order today https://kachava.com/wsb Clay is joined by Brendan Hughes to chat about his new book - Markets in Chaos. The book explores various market crises including the COVID-19 pandemic"
YouTube Link 2023-11-25T23:45Z 33.3K followers, [----] engagements
"The Financial Stocks Expert w/ Gator Capital's Derek Pilecki (TIP669) Clay is joined by Derek Pilecki. Derek manages financial sector portfolios at Gator Capital Management with an annual compounded capital growth of 21.0% since July [----] outperforming the S&P [---]. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:14 - Launching a fund during the financial crisis 0:08:18 - When to invest short-term instead of long-term 0:12:22 - His ingredients to success as a hedge fund manager 0:15:57 - 186% returns in [----] 0:18:55 - How Derek made 20x his money alongside Bill Ackman 0:22:24 - Why Buffett"
YouTube Link 2024-10-17T23:45Z 80.2K followers, [----] engagements
"The Art of Buying Growth Companies for Value Prices w/ James and Abby Zimmerman (TIP723) Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses the importance of strong balance sheets how they navigate their circle of competence and much more. What you'll learn here: 00:00:00 - Intro 00:00:59 - How communitiespublic and privatecan spark better investment ideas. 00:06:18 - Why free cash flow yield is their north star metric. 00:09:41 - How to tell if value drivers are simple or deceptively complex. 00:13:48 - Why staying inside"
YouTube Link 2025-05-22T22:45Z 74.7K followers, [----] engagements
"Is Wall Street's Playbook Broken w/ Harris Kupperman (TIP708) Kyle Grieve speaks with Harris Kupperman about his concentrated investing strategy and the challenges investors face in navigating markets. Harris Kupperman is the founder and CIO of Praetorian Capital and author of Kuppys Korner. Hes also Chairman and CEO of Mongolia Growth Group. What youll learn here: 00:00:00 - Intro 00:01:03 - Unlocking macro investing secrets that actually work in real markets 00:14:57 - How Harris shifts between strategies based on market conditions 00:19:13 - Why cutting low-conviction positions can unlock"
YouTube Link 2025-03-22T22:45Z 72.5K followers, [----] engagements
"Jeff Bezos' Secrets to Amazon's Success: Top Takeaways From His Shareholder Letters (TIP637) Clay reviews Jeff Bezos shareholder letters and shares his biggest takeaways. Jeff Bezos is an exceptional capital allocator who has delivered unprecedented returns to shareholders. Since Amazons IPO the stock is up 152400%. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:38 - [----] Letter 00:16:14 - Capital Efficiency 00:20:54 - Hiring Approach 00:24:03 - Market Opportunity in [----] 00:25:35 - The Stock is not the company 00:33:48 - Owners vs Renters 00:43:57 - Amazon Prime 00:49:17 - Ignoring the"
YouTube Link 2024-06-13T23:45Z 64.4K followers, [----] engagements
"Generating Alpha Digital Payments & AI w/ Deiya Pernas (TIP750) Clay is joined by Deiya Pernas to discuss his investing philosophy why he sees opportunity for investors in the digital payments space and why he is closely following developments in AI. What you'll learn here: 00:00:00 - Intro 00:00:55 - Pernas investing philosophy 00:04:44 - How to go about making predictions 00:09:30 - How poker made Deiya a better investor 00:13:30 - Holding cash 00:16:34 - The importance of understanding working capital 00:25:18 - Why Deiya is attracted to the digital payments space 00:28:00 - Stablecoins"
YouTube Link 2025-09-04T22:45Z 87.9K followers, [----] engagements
"Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria (TIP680) In today's episode Clay is joined by Dev Kantesaria to discuss the market environment and investment opportunities including FICO and S&P Global. Dev is the founder and portfolio manager at Valley Forge Capital Management which has outperformed the S&P [---] since [----] and manages over $4 billion in assets. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:37 - Thoughts on the Current Market 0:02:50 - Market Timing 0:03:53 - Devs investment approach versus Buffetts 0:08:07 - The importance of predictability 0:10:23"
YouTube Link 2024-12-05T23:45Z 65.2K followers, 22.6K engagements
"Mastering the Capital Cycle Capital Returns by Edward Chancellor (TIP729) Clay Finck explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience the book uncovers the capital cycle framework which reveals how capital flows supply dynamics and managerial incentives drive long-term investment outcomes. What you'll learn here: 00:00:00 - Intro 00:01:00 - An overview of Capital Returns 00:06:33 - Focus on supply dynamics (not demand) 00:19:19 - [----] Commodity Bubble 00:25:52 - Capital Cycle Case Study on Wind Turbines"
YouTube Link 2025-06-12T22:45Z 75.7K followers, [----] engagements
"Common Stocks and Common Sense: The Strategies of a Successful Value Investor (TIP710) Kyle Grieve discusses Edgar Wachenheim's "Common Stocks and Common Sense highlighting how contrarianism cyclical awareness and decisive action especially during market panics can lead to strong stock returns. What you'll learn here: 00:00:00 - Intro 00:01:29 - Why common stocks offer more than just solid returns 00:03:46 - One mindset shift to sharpen your contrarian investing edge 00:05:21 - Three questions that clarify any tough investing decision 00:08:10 - How averaging up became Eds unfair advantage"
YouTube Link 2025-03-29T22:45Z 71.9K followers, [----] engagements
"Crushing The Market Over Four Decades w/ Thomas Russo (RWH013) William Green chats with Thomas Russo a revered global investor whos beaten the market by a mile over four decades. Tom who oversees $8.5 billion is the Managing Member at Gardner Russo & Quinn and Semper Vic Partners. Here he shares the principles that drive his enduring success along with key lessons hes learned from three legends: Warren Buffett Charlie Munger and Bill Ruane. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:36 - What Tom Russo learned from a life-changing encounter with Warren Buffett in [----]. 00:09:07 - Why"
YouTube Link 2022-09-17T23:45Z 71.8K followers, 35.8K engagements
"How Warren Buffett Builds a Winning Portfolio w/ Kyle Grieve (TIP662) Kyle Grieve discusses Jeremy Miller's book Warren Buffett's Ground Rules. He discusses avoiding being taken advantage of by Mr. Market maximizing the effects of compounding tracking investment performance aligning with partners contrarianism in investing and the challenge of scaling capital. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:04:16 - How to think about the time lag between a business's changing fundamentals and its market price 00:09:21 - The story that taught Warren Buffett about the magic of compounding"
YouTube Link 2024-09-21T23:45Z 61.8K followers, [----] engagements
"The Mindset and Skills That Build Investing Legends w/ Ian Cassel (TIP732) Kyle Grieve chats with Ian Cassel about what separates good great and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve avoid common traps and develop underappreciated edges that compound into long-term outperformance. What you'll learn here: 00:00:00 - Intro 00:01:05 - What sparked Ians obsession with investor greatness 00:06:18 - The two metrics that reveal actual investing skill 00:11:51 - Why radical self-honesty drives long-term improvement"
YouTube Link 2025-06-26T22:45Z 80.2K followers, 14K engagements
"Big Tech Stocks w/ Adam Seessel (TIP686) Clay and investor Adam Seessel discuss recent Big Tech developments and Adam's insights since his [----] book Where the Money Is. Adam started his investing career at Sanford C. Bernstein Baron Capital and Davis Selected Advisors before founding his own firm Gravity Capital Management. Since the mid-2000s he has consistently outperformed the S&P [---] and has contributed to Barrons and Fortune. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:18 - Pivotal moments in Adams investment career 0:07:40 - The creation of Value [---] 0:10:20 - What percent of the"
YouTube Link 2024-12-26T23:45Z 73.8K followers, 14.7K engagements
"Buffett & Munger Unscripted Timeless Value Investing Wisdom (TIP718) Clay dives into Alex Morris' Buffett and Munger Unscripted a book that's a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. What youll learn here: 00:00:00 - Intro 00:00:50 - Why Buffett and Munger believe theres no such thing as non-value investment. 00:06:51 - Why Buffett avoids complex financial models and sticks to common sense. 00:07:10 - The traits that define a truly great businessand why those are so rare. 00:14:07 - How capital allocation drives long-term shareholder"
YouTube Link 2025-05-01T22:45Z 73.4K followers, [----] engagements
"Timeless Lessons on What Never Changes in Markets Same as Ever w/ Morgan Housel (TIP602) Clay is joined by Morgan Housel to discuss his newest book Same as Ever and uncover the key themes in financial history that have never changed. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over [---] million copies and have been translated into more than [--] languages. He also serves on the board of directors at Markel. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:01:13 - The key themes"
YouTube Link 2024-01-25T23:45Z 62.3K followers, 62.8K engagements
"The Nvidia Way w/ Tae Kim Jensen Huang The Future of AI & DeepSeek (TIP704) Clay and Tae Kim discuss The Nvidia Way which highlights Nvidia's role in the generative-AI revolution. Since the IPO in [----] shares of Nvidia are up by 285000% which is a compounded return of 37% per year. Tae Kim a senior technology writer at Barrons interviewed over one hundred people including Jensen and his co-founders to uncover Nvidias story. IN THIS EPISODE YOULL LEARN: 0:00:00 - Intro 0:00:52 - Research process 0:05:32 - Meeting Jensen Huang 0:09:22 - Nvidias culture 0:15:46 - Jensens will to win 0:20:13 -"
YouTube Link 2025-03-06T22:45Z 72.2K followers, [----] engagements
"Charlie Munger & The Psychology of Human Misjudgment (TIP571) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📱Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet: https://foundationdevices.com/mtm_campaign=theinvestorspodcast Clay Finck reviews the [--] psychology of human misjudgments in Peter Bevelins book Seeking Wisdom. One of the best ways to behave more rationally is to understand our own shortcomings biologically which we are oftentimes"
YouTube Link 2023-08-17T23:45Z 62.3K followers, 13.6K engagements
"Richer Wiser Happier Q3 [----] Searching for Eternal Truths (TIP757) Each quarter Stig Brodersen and William Green author of Richer Wiser Happier share investing insights and life lessons that have made them richer wiser or happier. What you'll learn here: 00:00:00 - Intro 00:01:13 - Whether universal truths about a good life really exist 00:04:07 - What we can and cant learn about living well from other people 00:36:15 - Why happiness often comes more from the absence of negative emotions than from positive ones 00:55:14 - What William has learned about money and happiness from some of the"
YouTube Link 2025-09-27T22:45Z 87.9K followers, [----] engagements
"The McDonald's Story: How Ray Kroc's Vision Became a Global Giant w/ Kyle Grieve (TIP753) Kyle discusses the rise of McDonalds under Ray Kroc and the vision systems and persistence that transformed a small burger joint into a global empire. What you'll learn here: 02:11 - The grit adaptability and salesmanship that made Ray Kroc unstoppable 15:30 - How a hot dog stand inspired the first McDonalds restaurant 17:52 - Why protecting brand image was so vital to McDonalds growth story 19:11 - How McDonalds pivot to real estate fueled expansion 24:24 - Why standardization and systems powered"
YouTube Link 2025-09-13T22:45Z 87.9K followers, [----] engagements
"Mastermind Q1 [----] Disney Spotify Amgen Stocks & ChatGPT Discussion (TIP528) Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks and in this episode he outlines why he added Spotify as the newest addition to his portfolio. Haris pick Disney has recently been extremely volatile and Tobias pitches Amgen a value stock with strong downside protection in uncertain times. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:22 - Why Hari is bullish on Disney (Ticker: DIS) 00:38:37 - Why Stig has invested in Spotify (Ticker: SPOT) as one of the five"
YouTube Link 2023-02-25T23:45Z 76.8K followers, [----] engagements
"Think Like Charlie Munger: A Guide to Clear Thinking (TIP739) Kyle Grieve discusses Charlie Mungers legendary speech The Psychology of Human Misjudgment and unpacks all [--] of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlies Almanack Kyle explores how these psychological tendencieslike incentive-caused bias social proof and inconsistency avoidancecan distort our thinking in business investing and everyday life. What you'll learn here: 00:00:00 - Intro 00:01:38 - Why incentives quietly override moral behavior 00:05:30 - Why"
YouTube Link 2025-07-24T22:45Z 77.8K followers, [----] engagements
"John Neff: The Value Investor Who Quietly CRUSHED the S&P [---] w/ Kyle Grieve (TIP747) Kyle Grieve discusses legendary value investor John Neff one of the most underrated investors in value investing who quietly outperformed the S&P [---] for decades. What you'll learn here: 00:00:55 The unconventional mindset that made John Neff a true contrarian investor 00:05:41 Why boring businesses can be surprisingly beautiful wealth builders 00:09:32 How lessons from his father and mentors shaped Neffs investing philosophy 00:14:27 The hidden danger of investment committees that drag down star performers"
YouTube Link 2025-08-23T22:45Z 87.7K followers, [----] engagements
"Finding High-Growth & Long-Term Winners w/ Jason Donville & Jesse Gamble (TIP699) Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy their emphasis on focusing on growth and value their evolution from using ROE-focused metrics to the rule of [--] to identify great investing opportunities and much more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - The hidden formula for finding cheap stocks 00:05:45 - The secret to spotting a deteriorating moat 00:08:41 - How elite investors stay focused in a bear market 00:11:29 - The evolution of a winning"
YouTube Link 2025-02-15T22:45Z 78.1K followers, 10.9K engagements
"Top Stocks for [----] The Forgotten Forty w/ Jonathan Boyar (TIP599) Clay is joined by Jonathan Boyar. They discuss his firms most recent release of 'The Forgotten Forty' which outlines their [--] best stock ideas for [----]. Jonathan Boyar is president of Boyars Intrinsic Value Research an independent equity research boutique established in [----] that counts some of the worlds largest sovereign wealth funds hedge funds mutual funds and family offices as subscribers. He is also a principal of Boyar Asset Management which has been managing money utilizing a value-oriented strategy since [----]. IN THIS"
YouTube Link 2024-01-11T23:45Z 62.4K followers, [----] engagements
"How Nassim Taleb and Bill Ackman Made BILLIONS During Black Swan Events (TIP558) 💰Click here to download your FREE guide to Stop Worrying About Your Finances In [--] Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 🔐 Help companies protect customer privacy in the face of endlessly growing data breaches by investing in Atakama today: http://invest.atakama.com/wsb Clay chats with Scott Patterson about his new book - The Chaos Kings.The Chaos Kings tells the story of the hedge fund that achieved average annual returns of over 105% from [----] through [----] and how Bill Ackman had"
YouTube Link 2023-06-08T23:45Z 75.3K followers, 16.8K engagements
"Top Stocks for [----] & The "Buy" List w/ Eddy Elfenbein (TIP690) Clay is joined by Eddy Elfenbein to discuss his top stock picks for [----]. After Clay lets Eddy go he also outlines his top stock pick for [----] Lumine Group. WHAT YOU'LL LEARN HERE: 0:00:00 - Intro 0:00:57 - The Buy Lists investment strategy 0:06:49 - Top performers from [----] 0:12:10 - Investment mistakes & sells 0:15:21 - Adobe 0:16:49 - Allison Transmission 0:20:36 - Heico 0:28:34 - Equal-weighting the portfolio 0:32:29 - Staying aware of the macro environment 0:45:59 - Lumine Group stock pitch 1:01:09 - Outro Transcript & Guest"
YouTube Link 2025-01-09T22:45Z 73.8K followers, 34.9K engagements
"How to Invest Like Peter Lynch: 'One Up on Wall Street' Lessons w/ Kyle Grieve (TIP658) Kyle Grieve discusses the importance of simplicity and understanding for investment success the possibility of succeeding in investing despite making mistakes characteristics to avoid for better-investing success differences in analyzing large and small businesses the importance of treating stock tips with caution the benefits of categorizing investments into subtypes and more IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:01:33 - Why investing in things that you understand well is still such a big"
YouTube Link 2024-09-07T23:45Z 61.9K followers, [----] engagements
"Buying and Holding Stocks for the Long Run w/ Pierre-Olivier Langevin (TIP649) Clay is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record achieving 16.0% annualized returns since [----] compared to 11.3% for their benchmark. IN THIS EPISODE YOULL LEARN: 00:00:00 - Intro 00:00:30 - Joining Medici 00:07:12 - Selecting Investments 00:17:44 - Moats 00:21:03 - Challenging your investment ideas 00:34:45 - Dollarama 00:47:13 - Meta Thesis 00:57:00 - Meta Capital Allocation 01:05:04"
YouTube Link 2024-08-01T23:45Z 81.3K followers, 17.6K engagements
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