The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, t...

24 Des 202558min

William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - ...

21 Des 20252h

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess...

19 Des 20251h 10min

This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, an...

17 Des 20251h 8min

In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a g...

14 Des 20251h 20min

On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the me...

12 Des 20251h 22min

Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuat...

10 Des 20251h

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, ...

7 Des 20251h 2min