We Study Billionaires – The Investor’s Podcast Network2025-01-05T04:50:16-05:00

We Study Billionaires

We Study Billionaires podcast, hosted by  Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve, is the flagship podcast of The Investor’s Podcast Network, with more than 180 million downloads.

On the show, they interview and study famous financial billionaires including Warren Buffett, Charlie Munger, Howard Marks, and Bill Gates, and they teach you what they learn and how you can apply their investment strategies in the stock market.

Leverage the lessons we learned from studying billionaires and apply them in your own investing journey. Listen to our weekly episodes below.

New to the show? Check out our starter packs!

PODCAST EPISODES

TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

Trey Lockerbie chats with Brent Johnson of Santiago Capital. Brent is best known for his Dollar Milkshake Theory, which is a strong counterpoint to the narrative that the next currency crisis will result in a weaker dollar. Brent’s theory highlights that the opposite might be true.

TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole

Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands. a portfolio company with household names like Cinnabon, Carvel, Jamba, Auntie Anne's, Schlotzsky’s and more. Focus Brands as a whole generates around $5B in revenue per year and Kat takes a deep dive into how these brands came to prominence. 

TIP390: Quantitative Investing Tactics w/ Michael Gayed

Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead-Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show.

TIP389: Buffett’s Core Principles w/ Dev Kantesaria

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 Billion in assets. They discuss the value of running a highly concentrated portfolio, why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures and much more!

SUBSCRIBE NOW!

OTHER SHOWS

Get smarter about valuing businesses in just a few minutes each week.

Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.

Go to Top