Skip to content

Ian Cassel – Stock Picker

    How to develop the mindset, temperament, and strategy to outperform Wall Street

    We Study Billionaires | 13 September 2026 | 1h 15m | Listen Later | Podcasts | Spotify

    Interview with Ian Cassel about his book Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street. Shares his journey to becoming a full-time private investor, emphasising that life and investing are not linear. Discusses why most microcaps should be sold within 36 months – even winners – due to inherent fragilities and concentration risks. Insights include leveraging anger as motivation, the liberating power of forgiveness, and maintaining a competitive yet honest approach to performance, benchmarking against the S&P 500. Touches on personal finance and fund management philosophies.

    Book cover

    Brad Stulberg – The Way of Excellence

      We Study Billionaires | 25 January 2026 | 1h 43m | Listen Later | Podcasts | Spotify
      Interview with Brad Stulberg about his book The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. Defines greatness as involved engagement and deep caring for one’s craft. Inspired by Robert Pirsig, he argues that pursuing quality prevents alienation and fosters a meaningful life. Introduces the identity house framework to build resilience through diverse roles and the minimum effective dose for maintaining health and relationships during intense periods.

      Robert Hagstrom on Lessons from Buffett, Munger & Bill Miller

        We Study Billionaires | 17 August 2025 | 2h 13m | Listen Later | Podcasts | Spotify
        Interview with Robert Hagstrom sharing life-changing lessons he learned from Warren Buffett, Charlie Munger, and Bill Miller. Explains his disdain for modern portfolio theory and why a focused, low-turnover portfolio is a brilliant but difficult strategy. Draws from his books The Warren Buffett Way and Investing: The Last Liberal Art.

        The Godfather of Influence w/ Dr. Robert Cialdini

          We Study Billionaires | 22 March 2024 | 0h 58m | Listen Later | Podcasts | Spotify
          Interview with Robert Cialdini about his book Influence: The Psychology of Persuasion. Discusses the story of Charlie Munger giving a Berkshire A share to Cialdini; How Buffett and Munger use reciprocity to enrich the world and themselves; what Cialdini learned in his personal interactions with Munger; how the commitment and consistency bias affect investors; how to utilize the principles of Influence honestly and ethically; why trust is at the foundation of all great business relationships; why the principle of scarcity is so powerful even in a world full of abundance; and how to guard against the liking bias when assessing management.

          Darwin’s Investing Lessons w/ Kyle Grieve

            We Study Billionaires | 2 January 2024 | 1h 06m | Listen Later | Podcasts | Spotify
            Kyle Grieve shares the lessons he learned from reading What I Learned About Investing From Darwin by Pulak Prasad. Focuses on three key principles: avoiding big risks, buying high-quality at a fair price, and don’t be lazy – be very lazy.

            See also The 7investing Podcast interview with Pulak Prasad.

            Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

              We Study Billionaires | 10 December 2023 | 2h 11m | Listen Later | Podcasts | Spotify
              William Green, author of Richer, Wiser, Happier, celebrates the life and legacy of Charlie Munger with personal anecdotes and insights about Munger from investors: Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis. Covers some of Munger’s most valuable lessons about investing, business, & life while also conveying what made him such an inspiring & idiosyncratic character.

              Stock Market Crises & Bubbles w/ Brendan Hughes

                We Study Billionaires | 26 November 2023 | 0h 58m | Listen Later | Podcasts | Spotify
                Interview with Brendan Hughes about his book Markets in Chaos: A History of Market Crises Around the World. Explores various market crises including the covid-19 pandemic, hyperinflation in Zimbabwe, the stock market bubble in Iceland during the great financial crisis, and more. Discusses the causes and the lessons to learn – in particular, the merits of diversifying across countries.

                An Investor’s Guide to Clear Thinking w/ Chris Mayer

                  We Study Billionaires | 11 August 2023 | 0h 50m | Listen Later | Podcasts | Spotify
                  Interview with Chris Mayer about his book How Do You Know? A Guide to Clear Thinking About Wall Street, Investing, and Life. Discussing decision-making in the context of investing, covering general semantics, muddy terminology, Sosnoff’s Law, drivers of long-term shareholder returns, accounting, book recommendations, and more.