TIP168: Guy Spier on Value Investing, Markets, Bitcoin & more (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 10 December 2017
⏱️ 80 minutes
🧾️ Download transcript
Summary
When we first started our podcast, Guy Spier was one of the first guests on the show. He is the founder of the Aqua Marine Hedge Fund and he's a Warren Buffett Style investor. Guy is the author of the best selling book, The Education of a Value Investor, and he's a graduate of Harvard and Oxford University. During our discussion, we cover a wide array of topics like, what kind of daily readings he looks at, the impact of statics and humility, credit cycles, cryptocurrencies, and much more.
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In this episode, you'll learn:
- What publications Guy reads on a daily basis
- How to think about intrinsic value calculations
- What Guy thinks about cryptocurrencies
- Guy's opinion on writing letters
- How to think about temperament
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Transcript
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| 0:00.0 | You're listening to TI-P. |
| 0:02.7 | So today is a really exciting show for us because we're talking with one of our good friends, Guy Spear. |
| 0:08.5 | When we first started our podcast, Guy was one of the very first guests that came on the show. |
| 0:13.3 | And he's the founder of the Aqua Marine Heads Fund, and he's a Warren Buffett-style investor. |
| 0:17.8 | Guy is also the author of the best-selling book, The Education of a Value Investor, and he's a graduate of Harvard and Oxford. |
| 0:24.5 | During our discussion, we cover a wide array of topics like what kind of daily readings he looks at, |
| 0:30.5 | the impact of statistics and humility, credit cycles, cryptocurrencies, and much, much more. |
| 0:36.8 | So I'm excited to bring you guys this episode. |
| 0:39.1 | Stig was out of town and unable to participate in the call, but he'll be with us again next week. |
| 0:43.5 | So if you're ready, let's go ahead and do this. |
| 0:48.6 | You are listening to THE Investors Podcast. |
| 0:51.6 | Where we study the financial markets and read the books that influence self-made billionaires the most. |
| 0:57.0 | We keep you informed and prepared for the unexpected. |
| 1:09.1 | All right, so we are super pumped to have our good friend, Guy Spear, back on the show again. |
| 1:16.0 | It has been a very long time. |
| 1:17.9 | When we talked to Guy last, I want to say it was like episode 15 or it was very, very early in the show. |
| 1:24.9 | I distinctly remember this interview because we got so many emails from people saying that interview was insane. |
| 1:32.4 | It was so good. |
| 1:33.4 | So Guy, it's been way overdue. |
| 1:35.9 | I know when we were talking in Omaha back at the shareholders meeting this past year. |
| 1:40.4 | I said, when are you coming back on the show? |
| 1:42.4 | You said, I'm going to come back on in the fall. |
... |
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