# RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green

Page: https://stenobird.com/podcast/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331/rwh066-essential-truths-w-howard-marks-nima-shayegh-william-green
Text version: https://stenobird.com/podcast/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331/rwh066-essential-truths-w-howard-marks-nima-shayegh-william-green.md
Podcast: [The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network](https://stenobird.com/podcast/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331)
Published: 2026-02-22T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC1800033107.mp3?updated=1771644633
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC1800033107.mp3?updated=1771644633
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331/episodes/rwh066-essential-truths-w-howard-marks-nima-shayegh-william-green
Duration seconds: 5432

## Resource

William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful lessons on resilience from Bill Miller & Epictetus. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:31 - How investing legend Howard Marks views the euphoria over AI 00:11:10 - What potential mistakes he warns against in this environment 00:13:23 - What essential lessons William Green has learned from Howard 00:23:00 - How Howard keeps an even keel amid extreme uncertainty 00:26:09 - Why Howard, like Einstein, doesn’t think much about the future 00:34:19 - Why investing early & not “tampering” is the key to success 00:38:39 - How Nima Shayegh looks beyond numbers to find great stocks 00:44:19 - How to harness intuition & emotion in the investment process 00:49:13 - How products from Tesla & Amazon inspire “blown-awayness” 00:57:10 - What Nima learned from his famed mentor, Lou Simpson 01:04:38 - How Lou’s success was built on humility 01:19:55 - How Lou & Nima inspire William’s yearning for a spacious life 01:23:56 - How to handle suffering with help from Bill Miller & Epictetus Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Inquire about William Green’s ⁠⁠⁠⁠⁠⁠Richer, Wiser, Happier Masterclass⁠⁠⁠⁠⁠⁠. Howard Marks’ Memos: The Complete Collection. Edward Chancellor's Devil Take the Hindmost. Allen Benello, Michael van Biema, Tobias Carlisle's ⁠Concentrated Investing.⁠ William…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331/episodes/rwh066-essential-truths-w-howard-marks-nima-shayegh-william-green/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-investor-s-podcast-we-study-billionaires-the-investor-s-podcast-network-793331/rwh066-essential-truths-w-howard-marks-nima-shayegh-william-green.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.