RWH009: The Secret To Building Long-Term Wealth w/ Guy Spier

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William Green speaks with Guy Spier, a renowned hedge fund manager who has beaten the S&P 500 by almost 250 percentage points since launching the Aquamarine Fund in 1997. Guy is also the author of a classic memoir, “The Education of a Value Investor.” This conversation has been divided into two episodes. Here, in Part 1, Guy discusses how to build enduring wealth by investing in extraordinary businesses that will survive and prosper even in tumultuous times.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:04:13 – How Guy Spier’s ancestors lost their family fortune and became refugees in the 1930s.
00:13:57 – How Guy was shaped by this story and embarked on a quest to restore their lost fortune.
00:24:17 – Why investors need to recognize that nothing is stable and everything changes.
00:27:30 – Why Guy settled in Switzerland and why he worries about the future of the U.S.
00:35:20 – Why he doesn’t like Bitcoin or gold, preferring to own “productive assets.”
00:44:22 – Why it’s critical to invest in a way that’s true to your own nature.
00:52:44 – Why so many highly intelligent and talented fund managers end up failing.
01:01:26 – How the crash of overvalued growth stocks proves again that “price really does matter.”
01:06:14 – Why Nick Sleep’s concept of “destination analysis” is such a valuable filter for investors.
01:12:59 – How to prosper by owning great businesses that occupy the “economic high ground.”
01:25:58 – Why it’s so important to size your bets correctly and not get too carried away.
01:35:06 – How Guy clones people like Warren Buffett and Mike Ovitz, yet tries to be true to himself.
01:42:19 – How Buffett taught him that every person is an equal soul and should carry equal weight.
01:47:21 – What Buffett figured out about the benefits of becoming more lovable and kinder.

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📖BOOKS MENTIONED:
– Richer, Wiser, Happier by William Green – https://amzn.to/3JejudP
– The Education of a Value Investor – https://amzn.to/3nFrOuQ

Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁

▶️PAST EPISODES MENTIONED
– TIP168: Guy Spier
The Education Of A Value Investor – https://youtu.be/4wlPTvX4wQU
– TIP14: Guy Spier – My Lunch With Warren Buffett
W/ Guy Spier – https://youtu.be/cN0YjQDyd1Y
– TIP15: Lunch With Warren Buffett II – With Guy Spier – https://youtu.be/MmE78qKNcGw

💡OTHER RESOURCES
– William’s Twitter Account – https://twitter.com/williamgreen72
– Guy Spier’s Free Newsletter – https://www.guyspier.com/newsletter/
– Guy Spier’s Podcast and Website – https://www.guyspier.com/

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📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU

🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn

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