The Investor’s Podcast Network
The Investor’s Podcast Network currently has two podcast feeds, each focusing on different aspects of investing and personal finance.
The first feed, The Investor’s Podcast, is hosted by Stig Brodersen, William Green, Shawn O’Malley, Daniel Mahncke, and Kyle Grieve. It has reached 200M+ downloads, making it the world’s largest stock-investing-focused podcast. The show examines a range of businesses and their investment prospects, drawing on lessons from some of the world’s most famous investors, including Warren Buffett, Charlie Munger, and Howard Marks.
The second feed, The Intrinsic Value Podcast, is hosted by Shawn O’Malley and Daniel Mahncke. The show provides detailed analyses of how companies generate revenue, their competitive advantages, competitors, growth prospects, and intrinsic value estimates.
PODCAST EPISODES
TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
Trey welcomes back Bill Nygren & Alex Fitch. They analyze a couple of seemingly undervalued companies, and they also touch on how Oakmark's thesis on Meta has played out.
BTC110: Japanese Credit Markets, Bitcoin, & Nostr w/ James Lavish
Preston Pysh interviews James Lavish about the global Macro situation happening in Japan, the US FED running a deferred asset program with the US Treasury, and whether the EU can get inflation under control.
MI244: Mastering Factor Investing w/ Wes Crill
Rebecca Hotsko chats with Wes Crill. In this episode, they discuss how to improve your expected returns through investing in factors, how to think about constructing a well built portfolio using factor ETFs, the differences between single factor vs multi factor exposure ETFs, which combination of factors are expected to produce the highest returns, understanding the tradeoff between expected return and diversification when adding additional factors, a framework to help you evaluate if an investment belongs in your portfolio, the difference between expected and unexpected inflation and are there any assets that hedge against the unexpected, what typically happens to stocks of companies that grow to be the largest in the market, and much, much more!
TIP508: Berkshire’s Purchase of TSM & Meta “Doomsday” Analysis
Clay dives into Warren Buffett’s recent purchase of Taiwan Semiconductor Manufacturing, the critical role semiconductors play in our overall economy, and why Intel and Meta may be undervalued.
REI154: Carwashes are Cash Cows w/ Dan Handford
Robert Leonard talks with Dan Handford about how the current interest rate and tightening financing environments are impacting the real estate industry, how this new environment has changed his acquisition strategy, what assets will be most stable in a downturn, how to do proper due diligence on a syndicator, what markets he is focused on, what trends he foresees for 2023, and much, much more.
RWH019: Winning the Long Game w/ John Spears
William Green chats with John Spears, a great investor who spent 48 years at an iconic investment firm named Tweedy, Browne. Here, he shares his time-tested insights on how to build enduring success in markets & life.
MI Rewind: Masterclass on Building an Online Course Business w/ Jacques Hopkins
Robert Leonard chats with Jacques Hopkins about his journey as an entrepreneur, how he dealt with failure and applied the lessons he learned to his present business, where to start when building an online course, how to build an audience without an existing following, how to use YouTube and an evergreen funnel, and much, much more!
TIP507: Market Indicators, CBDC’s and Real Estate w/ Joe Brown
Trey invites Joe Brown to chat. Joe runs Heresy Financial, which is one of the best resources on YouTube for bite-size market updates and other financial content.
MI243: Investing In Latin America w/ Ian Bezek
Rebecca Hotsko chats with Ian Bezek about what’s behind the recent strength in some Latin American countries’ equities markets, and more!
SUBSCRIBE NOW!
