BTC206: How Open Source Bitcoin Development is Funded w/ Matt Odell (Bitcoin Podcast)
30 October 2024 - 1 hour 4 minsIn this episode, Matt Odell discusses how open-source Bitcoin development is funded through initiatives like OpenSats, the significance of ignoring Satoshi’s identity, and why Nostr, Cashu, and Fedi are critical for Bitcoin’s future. He also shares insights on building Bitcoin Park, a community hub, and reveals one of his pet peeves in the Bitcoin space.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:04 - Why it’s essential to ignore the mystery behind Satoshi’s identity.
08:26 - What OpenSats is and how it supports open-source Bitcoin development.
08:49 - Insights into building Bitcoin Park, a community space for Bitcoin enthusiasts.
18:38 - The importance of Nostr for Bitcoin communi...
Series Episodes
Trailer: The Investor's Podcast Show (formerly We Study Billionaires)
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing-focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
13 May Finished
RWH068: How to Be Better in Work & Life w/ David Epstein
William Green chats with David Epstein about his groundbreaking new book, Inside the Box. In this conversation, David shares practical strategies & research-based insights to help you flourish professionally & personally. In a world of infinite choices & complexity, this episode directs your focus to what matters most. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:05 - What David Epstein learned from a brilliant Nobel Prize-winning economist 00:04:14 - Why it’s smart to aim for “good enough” 00:05:59 - How a brutal injury led David to life-changing breakthroughs 00:20:14 - What he does to preserve his attention 00:25:58 - How Isabel Allende illustrates the powerful benefits of silence & structure 00:35:59 - How to identify bottlenecks & tackle limiting factors 00:50:42 - Why one of the world’s hottest start-up companies flamed out 00:54:51 - How a structured system made Pixar a creative & financial trailblazer 01:03:01 - How to balance a grand vision with practical steps along the way 01:07:16 - What a dead blues guitar hero can teach you about focused learning 01:12:14 - Why limitless autonomy may not make you as happy as you expect 01:16:46 - How to identify values that give meaning & coherence to your life 01:22:35 - What David learned from his most inspiring role models Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Inquire about William Green’s Richer, Wiser, Happier Masterclass. David Epstein’s books: Inside the Box, Range, The Sports Gene. William’s book, Richer, Wiser, Happier. Follow William Green on X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hour 33 mins
10 May Finished
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:27 - About all major business units 00:12:05 - How LinkedIn’s business works 00:18:24 - How the cloud business keeps growing 00:21:17 - What the future plans for gaming are 00:24:49 - Why the Office products might be in danger 00:50:52 - How AI is challenging Microsoft’s software 00:55:10 - Who captures the most value from AI 01:22:46 - Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Microsoft Investor Relations. World Economic Forum Interview with CEO. Follow Daniel on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hour 33 mins
7 May Finished
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
On today’s show, Stig Brodersen talks with legendary value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have grown to $17.29, compared with $6.29 for the S&P 500. In the special interview, you can join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run. Disclaimer: Stig Brodersen is an investor in Pabrai Funds, which creates a potential conflict of interest, as he may benefit if the funds perform well. He will not be compensated for this interview IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:53 - Whether Greg Abel’s compensation is fair 00:05:21 - Why most investments fail, and why that’s okay (the “4% rule”) 00:11:40 - Whether to own Berkshire Hathaway or the S&P500 over the next century 00:28:23 - Why Stig thinks that Mohnish diversifies too much 00:31:04 - Why good asset managers should eventually have 95% of their portfolio in one stock 00:36:21 - How Mohnish met Michael Burry 01:04:50 - What Mohnish learned from his best friend Guy Spier Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Mohnish Pabrai’s website. Learn more about Mohnish Pabrai’s Dakshana Foundation. Our interviews with Mohnish Pabrai about Investing and Life Lessons. Our interviews with Mohnish Pabrai about The Inner Scorecard. Our interviews with Mohnish Pabrai about Masterclass Investing. Our interviews with Mohnish Pabrai about investing in stocks. Follow Stig on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hour 8 mins
3 May Finished
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeking access to the US market. Find out whether the current stock price offers an attractive entry point for value investors. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:24 - Why OTC Markets operates as a hidden monopoly, most investors have never heard of 00:03:08 - The three business segments generating recurring revenue from market infrastructure 00:09:09 - How OTCM's pricing power compares to other monopolistic businesses 00:14:54 - Why 130 employees can manage the infrastructure for over 12,000 securities 00:19:41 - What keeps customers so loyal 00:27:02 - How regulatory relationships create barriers to entry 00:50:22 - The surprising reason declining subscriber counts might not be concerning 00:59:00 - The exceptional unit economics that make Corporate Services so profitable 01:02:29 - Why management's capital allocation approach is so different from that of typical CEOs 01:19:54 - Whether this hidden infrastructure gem deserves a spot in your portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Track The Intrinsic Value Portfolio. Learn more about OTC Markets Group on their IR. Listen to an interview with CEO, Cromwell Coulson. Follow Kyle on X and Linkedin. Follow Shawn on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hour 21 mins
30 April Finished
TIP810: Berkshire Hathaway 2026 Valuation w/ Chris Bloomstran
Stig has invited legendary 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 compounded annual growth rate of 12.4% on equities since its fund's inception on 2/28/1999, compared to 8.5% for the S&P 500. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:25 - What the intrinsic value of Berkshire Hathaway is, and what type of return you can get going forward 00:21:39 - Chris’s opinion on Greg Abel’s first letter to shareholders 00:38:39 - How should Berkshire management be compensated? 01:05:36 - How to think about valuing OpenAI 01:12:42 - Why S&P 500 share buybacks don’t benefit investors 01:22:53 - Thinking about investing risk from sudden loss vs. the slow decline of an asset manager 01:29:03 - Why Buffett reads Chris’s annual letter Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Join The Intrinsic Value Conference in Omaha this May 1, 2026! Stig’s 2025 interview with Chris Bloomstran about Berkshire Hathaway. Stig’s 2024 interview with Chris Bloomstran about Berkshire Hathaway. Stig’s 2023 interview with Chris Bloomstran about Berkshire Hathaway. Chris Bloomstran’s website. Read Chris Bloomstran’s annual letters. Buffett resource on CNBC. Alex Morris’ book, Buffett and Munger Unscripted. Follow Stig on X and Linkedin. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor’s Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor’s Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1 hour 38 mins
26 April Finished
