RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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IN THIS EPISODE, YOU’LL LEARN:

  • 00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks.
  • 00:08:19 - Why this period has been “extraordinarily painful” for Miller and many of his peers.
  • 00:08:54 - Why war, inflation, and rising interest rates mean we’re in a new investment environment.
  • 00:15:06 - Why he believes the battered stock market looks poised for a rebound.
  • 00:15:32 - How to handle the emotional pressure of brutal downturns in financial markets.
  • 00:17:31 - How he came to be the biggest individual shareholder of Amazon not named Bezos.
  • 00:26:28 - What stocks he’s looking at now that seem wildly cheap.
  • 00:25:13 - Why he’s bullish about Chinese tech and internet stocks like Baidu and Alibaba.
  • 00:49:39 - Why he regards Bitcoin as an insurance policy against financial catastrophe.
  • 00:55:59 - What he thinks Warren Buffett and Charlie Munger don’t understand about Bitcoin.
  • 01:15:58 - Why he has over 80% of his personal investment portfolio in Bitcoin and Amazon.
  • 01:22:36 - What other major investments he owns in his personal portfolio.
  • 01:23:49 - Why he plans to retire at the end of 2022 and what he’ll do with his new-found freedom.
  • 01:34:08 - What gives him satisfaction when he looks back on his career as a legendary investor.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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