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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network Transcripts

The Investor's Podcast Network · 1,232 episodes with transcripts

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.

Spoken has transcripts of 1,232 The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episodes, with the speakers named. The newest listed here is from October 22, 2026.

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Every The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network transcript in one script

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  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
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      sleep 0.34
    done

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Latest The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network transcripts

TIP854: GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O'Malley

October 22, 2026

SPEAKER_1 (0:00)

You're listening to TIP.

Daniel Mahncke (0:03)

Welcome back to The Investor's Podcast, episode 854 And in our last episode, Shawn, I pitched LVMH and MS to you, two incredible businesses that are currently struggling, mainly because of the macro environment globally, and then especially in China. And I would argue personally that today's business is even higher…

Shawn O'Malley (0:25)

No, it's not easy to do. And when we talk about GE Aerospace, which is actually the biggest position in Sir Christopher Hohn's portfolio, and Chris Hohn is probably one of the top 10 investors of all time truly. It delivered roughly 20% annual returns for over two decades now.

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