BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast)
12 February 2025 - 1 hour 2 minsCJ Konstantinos, founder of People’s Reserve, shares his journey into Bitcoin, the philosophy behind his company, and groundbreaking products like self-paying mortgages. Discover insights on Bitcoin-backed loans, navigating regulatory challenges, and the evolution of traditional banking in a Bitcoin-driven world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:06 - CJ Konstantinos’s journey into Bitcoin and the motivation to create People’s Reserve.
13:28 - How Bitcoin-backed loans work and their potential benefits.
14:40 - The innovative concept of self-paying mortgages and how they function.
15:37 - Insights into Bitcoin bonds and their role in solving economic challenges.
18:40 - Th...
Series Episodes
TIP817: Simple Investing Beats Complexity
In this episode, Stig Brodersen speaks with David Fagan about why simplicity often beats complexity in investing and life. They discuss why many investors overcomplicate wealth creation, how simple systems can lead to better long-term outcomes, and why clarity, focus, and consistency are often underrated advantages. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro(00:02:13) Why you should choose simplicity over complexity in investing and life(00:14:13) Why complexity is hardwired into us(00:18:26) The simple truth about becoming financially independent(00:34:17) Why simplicity gives clarity and peace of mind(00:35:45) How we’re all driven by incentives, whether they are financial or not (00:37:15) Why you should know about irreducibility and Occam’s Razor(00:39:04) Why everything in financial planning starts with savings(00:42:33) Why you should not have a budget but a personal spending plan Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Check out Stig and David’s new free educational resource, Compounding Simplicity. Watch David Fagan’s videos about Compounding Simplicity. Listen to our interview with David Fagan about Simple Investing. Listen to our interview with David Fagan about investing like a business owner. Listen to our interview with David Fagan about Buffett’s favorite business book. Stig’s blog post on his portfolio and track record since 2014. 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
24 May Finished
TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:02:36) How Sea Limited was founded (00:06:39) Which business units belong to Sea Limited (00:11:48) How a gaming business is funding Shopee and Monee (00:16:54) How Monee compares to Mercado Libre's Mercado Pago (00:42:32) Why Shopee has become the largest e-commerce company in SEA (01:19:22) How Sea Limited’s moat looks like (01:28:17) Why Sea Limited is so strong in Brazil (01:34:22) Whether Shawn and Daniel add SE to the Intrinsic Value Portfolio BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Norges Bank Interview with SE CEO. Jimmy’s Journal's Article on SEA. RS Capital Deep Dive on SEA. Hayden Capital Interview with Drew Cohen. Hayden Capital Shareholder Letter. Previous Intrinsic Value breakdowns: Mercado Libre, Coupang, Amazon. Follow Shawn on X and Linkedin. Follow Daniel 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 37 mins
21 May Finished
TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything
Stig Brodersen welcomes back renowned macroeconomist and bestselling author Lyn Alden. They explore fiscal dominance, gold, energy markets, and the shifting role of the U.S. dollar in a more fragmented global economy. Lyn also explains why higher interest rates may no longer slow inflation the way they once did, and what this changing macro regime means for investors. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro(00:02:24) Why you can’t ignore macro in the era of fiscal dominance(00:13:00) How to think about treasuries and gold with respect to their dilution rates(00:18:08) Who benefits and who loses from a strong dollar domestically and internationally(00:24:31) Who are the winners and losers from higher oil prices across countries and sectors(00:32:02) Whether you are benefiting from fiscal deficits as an investor and consumer(00:34:25) Why price controls won’t solve the problem(00:52:24) Why the biggest companies essentially short the US dollar Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Lyn Alden’s book, Broken Money. Lyn Alden's free website. Our interview with Lyn Alden about Dollar Dominance Decline. Our interview with Lyn Alden about Investing during Fiscal Dominance. Our interview with Lyn Alden about Gold. Our interview with Lyn Alden about Currencies and Debt. Our interview with Lyn Alden about her book, Broken Money. Barry Eichengreen’s book, Money without Borders. 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 8 mins
18 May Finished
TIP814: Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, untangle its complex capital structure, and assess its current debt situation. They’ll also cover F1’s competitive advantages, pricing power, incentives, and so much more! IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:01:55) How F1 generates billions of dollars from 24 live events (00:03:22) Why most sports franchises fail to produce cash flow (00:05:16) How Liberty got away from the tracking stock structure to simplify things (00:16:19) How the Concorde agreements pose risk (00:21:10) The debt structure Liberty built to help build sustainable cash flow (00:38:04) Details of F1 Group’s other surprising racing league (00:45:34) How Netflix’s streaming coverage of F1 helped grow the sport (01:02:02) Why the business remains capital light (01:11:30) How cross-promotions and synergies create exciting new growth levers Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community. Track The Intrinsic Value Portfolio. Watch the video about the dealmakers behind F1’s success. Watch how F1 impacts local communities with its events. Read the book on Formula One’s history. 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 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 18 mins
14 May Finished
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. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm 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 33 mins
10 May Finished
