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

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  1. TIP442: Investing in Stocks w/ Mohnish Pabrai

    24 april 2022 · 54 min

    Afspelen
    On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. In the interview, Mohnish Pabrai shares his thoughts on Alibaba, Tencent, a personal letter from Warren Buffett, and much more. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.

    04:53 - What is Mohnish Pabrai’s driver for being an asset manager?

    07:47 - What is Mohnish Pabrai’s role with Dakshana Foundation.

    13:47 - Is it an advantage to spend money on research tools.

    14:44 - Mohnish Pabrai’s natural biases.

    24:16 - What to look for in an asset manager.

    38:47 - How and why invest in a country with secular inflation and the investment case for Reysas Logistics.

    48:45 - Thoughts on Alibaba and why there is no concern with the VIE structure.

    50:33 - Thoughts on Tencent and why it might be a better business than Alibaba.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Learn more about Mohnish Pabrai’s Dakshana Foundation.

    Mohnish Pabrai’s website.

    Listen to our interview with Mohnish Pabrai about value investing and philanthropy or watch the video.

    Tune in to our interview with Mohnish Pabrai about value investing or watch the video.

    Listen to our interview with Mohnish Pabrai about value investing in 2021 or watch the video.

    Tune in to our interview with William Green about Mohnish Pabrai or watch the video.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, …

  2. TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk

    22 april 2022 · 56 min

    Afspelen
    On today’s show, Trey invites on a very special guest and that is Mr. Peter Mallouk. Peter is the President and CIO at Creative Planning which currently manages, $210B. Peter holds a law degree, an MBA and is a CFP, and is just an overall very smart and thoughtful guy. You may recognize his name as he was the co-author of Money: Master the Game with Tony Robbins. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:26 - The best investment Peter has ever made.

    04:01 - What the inverted yield curve is telling us.

    06:14 - The unfolding events in Ukraine and Russia and how they could affect the markets.

    21:09 - Peter's thoughts on housing, bitcoin, and annuities.

    44:52 - Some of the biggest mistakes investors make.

    48:18 - How to balance achieving our financial goals with living a fulfilling life.

    And a lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Creative Planning's Website.

    Peter Mallouk's Twitter.

    Money: Master the Game Book.

    5 Mistakes Book.

    The Path Book.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    SimpleMining

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    HELP US OUT!
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  3. BTC074: Bitcoin is Property w/ Eric Weiss (Bitcoin Podcast)

    20 april 2022 · 1 uur 16 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:29 - Eric’s thoughts on the Bitcoin Miami conference.

    03:50 - Eric’s overview of the world economy.

    07:12 - Eric’s background in finance and how he found Bitcoin.

    24:51 - What are the common questions he hears from high net worth individuals about Bitcoin?

    28:14 - How he introduced Bitcoin to Michael Saylor.

    47:28 - What are his thoughts on the ESG FUD?

    01:01:43 - What are his thoughts on other alt-coins?

    01:04:20 - At what point does Eric see Bitcoin crossing the chasm for capital inflows of high net worth family offices?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Eric’s Fund.

    Eric’s Twitter.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Bluehost

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    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    Sup…

  4. Classic 12: The Intelligent Investor

    19 april 2022 · 52 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:21 - Why The Intelligent Investor is Warren Buffett’s favorite book.

    07:51 - When and how you should conduct active and passive investing.

    13:26 - Why inflation is perhaps the most overlooked macro investing metric.

    20:13 - Why Warren Buffett thinks that Chapters 8 and 20 are the two most important chapters of The Intelligent Investor in investment literature.

    29:30 - How to calculate the intrinsic value of a stock and why Preston and Stig disagree with Warren Buffett.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Stig’s Chapter by Chapter video course for: The Intelligent Investor.

    Preston and Stig’s summary book for: The Intelligent Investor – Read Reviews of this Book.

    Benjamin Graham’s original book: The Intelligent Investor – Read Review of this book.

    Preston and Stig’s summary book for: Security Analysis – Read Review of this book.

    Benjamin Graham’s original book: Security Analysis – Read Review of this book.

    SPONSORS
    Support our free podcast by supporting our sponsors:

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  5. TIP440: Beating the S&P500 since 2004 w/ Bryan Lawrence

    17 april 2022 · 1 uur 17 min

    Afspelen
    On today’s show, Stig Brodersen chats with Bryan Lawrence. His company Oakcliff Capital has outperformed the S&P500 since its inception on June 1, 2004. By December 31, 2021, the S&P500 has returned 392% compared to Oakcliff Capital, returning 718% after fees. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:06 - What is the investment strategy of Oakcliff Strategy?

    05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications.

    16:13 - How does Bryan Lawrence generate investment ideas.

    29:37 - How outperforming the market still requires you to underperform the market at times.

    32:42 - What is Bryan Lawrence's competitive advantage.

    44:22 - How do you identify the right investment manager.

    48:48 - How do you align the interest behind the investment manager and their clients.

    1:01:03 - Is there such a thing as an optimal fund size?

    1:05:23 - How to evaluate skill set and fund size.

    1:06:50 - How should investors factor in inflation.

    1:14:23 - Balancing the right level of cash and why it has been 16% on average for Bryan.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Oakcliff Capital’s, website.

    Walter Isaacson’s book, Einstein.

    Listen to our interview with Morgan Housel about The Psychology of Money or watch the video.

    Tune in to our interview with Gillian Zoe Segal or watch the video.

    Gillian Zoe Segal’s book, Getting There.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Bluehost

    Fintool

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    Onramp

    SimpleMining

    Fundrise

    TurboTax

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    Support our show by becoming a …

  6. TIP439: How to Buy Stocks During A Crisis w/ Nick Maggiulli

    15 april 2022 · 53 min

    Afspelen
    On today’s show, Trey sits down with Nick Maggiulli. Nick is the COO and Data Scientist at Ritholtz Wealth Management. He’s also the author of the popular blog OfDollarsAndData.com as well as his new book Just Keep Buying, which authors like Morgan Housel deem a “must-read.” Nick is an expert in reframing and debunking old financial rhetoric. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:25 - Why you actually might not want to max out your 401k.

    09:13 - Why you shouldn’t try to “buy the dip.”

    20:24 - Why you probably shouldn’t pick stocks.

    27:35 - Nick’s case for bonds in today’s economy.

    30:12 - How to buy during a crisis.

    35:40 - Three reasons you should consider selling a position.

    43:05 - Why even if you get rich you may never feel rich.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    OfDollarsAndData Blog.

    Just Keep Buying Book.

    SPIVA reports.

    Nick Maggiulli Twitter.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Hardblock

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Than…

  7. BTC073: Bitcoin Policy Considerations w/ Jason Brett (Bitcoin Podcast)

    13 april 2022 · 1 uur 7 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:52 - Jason’s thoughts about Miami 2022.

    04:29 - What the newest executive order from the White House meant for Bitcoin.

    13:22 - Jason’s thoughts on CBDC.

    29:08 - How the executive order is researching systemic risk to the economy.

    33:20 - How the executive order is researching the illicit transactions.

    36:26 - What Senators Gillibrand and Lumis are about to present to Congress.

    39:59 - How long it will take to the get a bill through congress.

    01:04:17 - CFTC & SEC involvement.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Jason Brett's Twitter.

    Submit a formal comment to the White House on Bitcoin Energy use.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    SimpleMining

    Hardblock

    AnchorWatch

    Human Rights Foundation

    Unchained

    Vanta

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    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  8. RWH004: Intelligent Investing w/ Jason Zweig

    12 april 2022 · 2 uur 3 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    00:02:27 - What Jason Zweig learned from his father, the wisest person he’s ever known.

    00:20:31 - Why investors shouldn’t trust what brokers and financial advisers are selling them.

    00:36:34 - How success is shaped by weird moments of random chance as well as skill.

    00:38:54 - What Warren Buffett said when Jason asked him, “Do you think you’re a genius?”

    00:59:41 - Why Benjamin Graham was obsessed with the overwhelming importance of survival.

    01:15:13 - Why investors need rules, policies, and procedures to drive their decision-making.

    01:25:59 - Why investing is, above all, a head game in which the secret of success is self-control.

    01:28:57 - What Jason learned while working with Nobel Prize-winning genius Daniel Kahneman.

    01:37:26 - Why investors should be optimistic, humble, and intensely wary of overconfidence.

    01:43:18 - How Jason thinks about the perils and promise of disruptive technologies like Bitcoin.

    01:52:49 - How money can (and cannot) buy you happiness.

    01:57:58 - Why he’s inspired by the simple motto “I did the best I could.”

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Benjamin Graham’s The Intelligent Investor, revised and updated by Jason Zweig.

    Jason Zweig’s book on neuroeconomics, Your Money and Your Brain.

    Jason Zweig’s satirical survival guide to Wall Street, The Devil’s Financial Dictionary.

    Jason Zweig’s website.

    William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book

    William Green interviews Joel Greenblatt on RWH003: How to Win The Investing Game.

    William Green interviews Howard Marks on RWH002: Investing Wisely In An Uncertain World.

    William Green interviews Tony Robbins on RWH001: The Life Force Revolution.

    William Green interviews Ray Dalio on WSB410:…

  9. TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran

    10 april 2022 · 1 uur 32 min

    Afspelen
    Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 9.2% after fees (10.0% before fee) since his fund's inception on 2/28/1999 compared to 8.1% for the S&P500.
    There is no one in the space we respect as much as Chris Bloomstran when evaluating the intrinsic value of Berkshire Hathaway.
    Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:28 - How is the S&P500 currently values.

    05:43 - Whether investors still dollar cost average into the S&P500.

    17:53 - How much of the S&P500 return has come from the big five tech companies.

    23:29 - What can and more importantly, can’t you read from the 13F filings.

    32:51 - Was Berkshire Hathaway’s acquisition of Alleghany a good investment?

    44:11 - What stood out in Warren Buffett’s last letter.

    49:02 - How will inflation impact Berkshire Hathaway?

    1:08:06 - How will the interest rate hikes in 2022 impact Berkshire Hathaway.

    1:16:41 - What are Berkshire Hathaway’s normalized earnings?

    1:28:14 - What is the intrinsic value of Berkshire Hathaway?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Listen to Stig’s masterclass with Chris Bloomstran on equity valuations or watch the video.

    Read Chris Bloomstran’s website.

    Read Chris Bloomstran’s letters to his clients.

    Buffett resource on CNBC.

    Chris Bloomstran's Twitter.

    Chris Bloomstran's LinkedIn.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies t…

  10. TIP437: Why Does The Stock Market Go Up? w/ Brian Feroldi

    8 april 2022 · 56 min

    Afspelen
    In today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian Feroldi is a financial educator and a writer for the Motley Fool. Be sure to check out Episode 375 where Brian and Trey discussed how he creates an investing checklist. Brian has written a new book titled Why Does the Stock Market Go Up? It’s a simple breakdown of questions you have likely had along your investing journey. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    03:21 - How compounding works.

    07:01 - What is the S&P500, Dow Jones, and NASDAQ, and how they came to be.

    26:44 - Why the stock market typically goes up over time.

    37:24 - Valuation metrics like the P/E ratio as well as things like earnings yield and dividend yield.

    55:50 - How the 401k originated from an accident.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Brian Feroldi's YouTube.

    Brian Feroldi's Twitter.

    Brian Feroldi's Motley Fool Articles.

    Why Does The Stock Market Go Up? Book.

    Trey Lockerbie's Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Bluehost

    Fintool

    PrizePicks

    Vanta

    Onramp

    SimpleMining

    Fundrise

    TurboTax

    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to brin…

  11. BTC072: Macro Overview w/ Lawrence Lepard (Bitcoin Podcast)

    6 april 2022 · 1 uur 12 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:31 - What market indicators are surprising Lawrence the most right now?

    09:17 - The energy market in a time of war.

    09:17 - What are his thoughts on the equity "melt-up" thesis?

    18:55 - If gold can't rally in this environment, when can it?

    34:01 - The battle between deflation and inflation.

    39:21 - What are some key knowledge points to watch out for?

    44:11 - What would Yield Curve Control look like?

    58:43 - Portfolio construction versus age.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Lawrence Lepard's Twitter.

    Lawrence Lepard's PE Firm.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    River

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  12. Classic 11: Warren Buffett’s Biography

    5 april 2022 · 44 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    04:02 - How Warren Buffett already read financial statements when he was a kid.

    12:05 - Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, and how that lead to one of his best investments.

    24:13 - How a gentleman that counted sheets of toilet paper convinced Warren Buffett to work with him.

    25:41 - Why Warren Buffett never replaces management in the companies he acquires.

    27:04 - How Warren Buffett picked the CEO of Salomon Brothers in a simple, yet very orthodox way.

    41:01 - Ask the Investors: How do you generate ideas for new stock investments?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Check out our five-page executive summary of Buffett: The Making of an American Capitalist.

    Roger Lowenstein’s book, Buffett: The Making of an American Capitalist – Read reviews of this book.

    Alice Schroeder’s book, The Snowball – Read reviews of this book.

    Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    SimpleMining

    AnchorWatch

    Human Rights Foundation

    Onramp

    Superhero Leadership

    Unchained

    Vanta

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    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  13. TIP436: Is the Buffett Partnership Strategy Still Applicable Today? W/ Zack Oliva

    3 april 2022 · 59 min

    Afspelen
    Trey Lockerbie chats with Zack Oliva. Zack is an attorney by trade who runs his own 30 person law practice out of Houston. He’s also been a lifelong investor and has been running a partnership in the style of Buffett’s 1950’s partnerships and has been beating the market by a landslide. Trey loved getting to speak to Zack and to find someone operating within this partnership structure in modern times. It’s another great example of how net-nets, deep value, and equitable fee structures are alive and well. Without further A do, here is this week's interview with Zack Oliva. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    06:59 - The playbook Buffett was implementing back then and how that would look today.

    22:43 - The structure of Buffett’s early partnerships.

    37:30 - How to think about cloning someone's investment style versus developing your own.

    44:48 - Resources for finding new investment ideas.

    51:05 - The profile of an easy bet and how to find them.

    57:25 - What an Anti-circle of competence looks like.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Fit Finance Book.

    ZacksNotes Website.

    Value Line Website.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    SimpleMining

    Hardblock

    AnchorWatch

    Human Rights Foundation

    Uncha…

  14. TIP435: Why the Youngest Billionaire Walked Away from Wall Street w/ John Arnold & Michael Faye

    1 april 2022 · 1 uur

    Afspelen
    Trey Lockerbie chats with a powerhouse duo, billionaire philanthropist, John Arnold and the cofounder of GiveDirectly, Michael Faye. They discuss Billionaire Philanthropy Strategies and much more! Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    02:57 - John's relationship with money and experience with philanthropy.

    07:48 - John's experience as an early employee at Enron, becoming the head of their natural gas trading desk. His early career that led him to become the youngest billionaire in the US in 2007.

    15:48 - John's journey in founding his own hedge fund.

    51:17 - What led Michael to cofound GiveDirectly.

    52:44 - How GiveDirectly operates and why it’s important to start your own philanthropy efforts today.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    ArnoldVentures.org.

    AccelerateCharitableGiving.org.

    John on Elon's recent $5.7B DAF contribution.

    GiveDirectly.org/WSB - listeners get their first gift to people in extreme poverty matched up to $1000

    Michael's op-ed on Foundations / DAFs.

    John Arnold’s Twitter.

    Michael Faye’s Twitter.

    Arnold Ventures’ Twitter.

    Give Directly’s Twitter.

    Trey Lockerbie Twitter.

    SPONSORS
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  15. BTC071: How Fiat Blinds Bitcoin's Importance w/ Alex Gladstein (Bitcoin Podcast)

    30 maart 2022 · 1 uur 22 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    12:30 - Recently the Senate is directing the State Department to investigate the economic impact Bitcoin is having on El Salvador - what is going on here?

    34:09 - What interview was the most memorable for Alex's new book?

    35:10 - Alex's thoughts on how financial privilege blinds people to Bitcoin's true impact.

    50:04 - Alex's comments on the cypherpunk movement and why it was so important to Bitcoin's foundation.

    01:02:00 - Bitcoin's privacy problem.

    01:11:40 - Why are so many people with power in the world reverting to tactics of control?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Alex Gladstein's new book: Check Your Financial Privilege.

    Alex's Twitter.

    Allen Farrington and Sacha Meyer's new book: Bitcoin is Venice.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
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  16. RWH003: How To Win The Investing Game w/ Joel Greenblatt

    29 maart 2022 · 1 uur 33 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    How Joel Greenblatt crushed the market by making big, bold bets on cheap stocks.

    How a freak investment disaster taught him never to forget that bad things happen.

    Why he believes that the greatest investors tend to have “a screw loose.”

    How he handles the emotional pain and stress of investing.

    Why he never bought Bitcoin—and has no regrets about it.

    How he made a killing by studying Warren Buffett’s purchase of Coca-Cola stock.

    Why he admires Buffett even more after spending time with him in person.

    Why Greenblatt still believes in his “magic formula” for picking cheap and good stocks.

    Which exceptional businesses he owns for the long term in his personal stock portfolio.

    Why he feels “blessed” and “lucky”—and owes it to society to share his good fortune.

    What career advice and investment books he’s given to his five children.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Joel Greenblatt’s mutual fund company, Gotham Funds.

    Joel Greenblatt’s best-selling classic The Little Book That Still Beats The Market.

    Stig and Preston discuss Joel Greenblatt’s book You Can Be a Stock Market Genius.

    Joel Greenblatt’s Magic Formula Investing website.

    Joel Greenblatt’s network of charter schools, Success Academy.

    William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.

    William Green interviews Howard Marks on RWH002: Investing Wisely In An Uncertain World.

    William Green interviews Tony Robbins on RWH001: The Life Force Revolution.

    William Green interviews Ray Dalio on WSB410: The Changing World Order.

    SPONSORS
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  17. TIP434: The Billionaire's Peak Performance Playbook W/ Louisa Nicola

    27 maart 2022 · 1 uur 6 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    02:58 - What peak performance looks like.

    13:58 - Why sleep is the lead domino for health and performance.

    50:58 - Why the brain likes routine.

    53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold treatments to boost performance.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Neuro Athletics' Website.

    Neuro Athletics' Blog.

    Louisa Nicola Twitter.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
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    HELP US OUT!
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  18. TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis

    25 maart 2022 · 57 min

    Afspelen
    Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Calm and 300 others give or take. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    01:38 - The advantages of being an outsider.

    06:10 - The realities of running a startup.

    09:28 -What makes up a star founder and the ingredients for success.

    13:32 - Why so many startups fail and how to look for the signs.

    37:56 - Startup deal terms and syndicates.

    45:31 - Common traits of Jason's many billionaire friends and colleagues.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Angel Book.

    This Week In Startups Podcast.

    All In Podcast.

    The Syndicate Website.

    Inside Newsletter Website.

    Jason Calacanis Twitter.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
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  19. BTC070: Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould (Bitcoin Podcast)

    23 maart 2022 · 1 uur 18 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:15 - Thoughts on the dollar remaining a global reserve currency.

    06:40 - How much the fixed income market and inflation is going to influence the broader market conditions.

    11:55 - Will negative interest rate spreads really matter that much?

    20:18 - The impact of Ukraine and Russia on supply chains.

    41:48 - Yield Curve Control and what it will take to get there.

    45:10 - How much could Bitcoin dip if we have a substantial macro sell-off?

    1:05:16 - Risk of not being in Bitcoin.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Joe Carlasare's Twitter.

    Jay Gould's Twitter.

    Jeff Ross's Twitter.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
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  20. Classic 10: Warren Buffett's Book Recommendation - The Outsiders

    22 maart 2022 · 48 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    06:25 - Why you want the CEO to think more like a capital allocator than a traditional CEO.

    09:23 - How the best capital allocators create arbitrage on their own stocks.

    24:39 - Use to use debt intelligently when growing your company.

    36:27 - How and why the most profitable companies do not compete on price.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

    William Thorndike’s book, The Outsiders – Read reviews of this book.

    Additional resources on International P/E Ratios.

    Free executive summary of The Outsiders.

    SPONSORS
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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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  21. TIP432: The Creator Economy, Building a Personal Moat and Mental Health Stack w/ Alex Lieberman

    20 maart 2022 · 1 uur 5 min

    Afspelen
    Trey Lockerbie invites back the Co-Founder and Executive Chair of MorningBrew, Alex Lieberman. Alex discusses his foray into the creator economy, angel investing and building a personal moat. They also explore his journey with mental health and how it’s inspired him to launch a new podcast on the subject. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    04:34 - The benefits of building an audience when it comes to investing and the shift from "product first" to "personality first" and what that means.

    24:36 - How to build a personal moat to set you up for success.

    38:47 - What role luck has played in Alex’s career.

    1:02:16 - How successful people, billionaires especially, deal with anxiety and manage their mental health.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Morning Brew’s Website.

    Founders Journal’s Podcast.

    Imposters’ Podcast.

    Related Episode: TIP344 - A Deep Dive Into Morning Brew’s $75M Valuation W/ Alex Lieberman.

    Alex Lieberman’s Twitter.

    Trey Lockerbie’s Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
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  22. TIP431: The Big World of Microcaps w/ Ian Cassel

    18 maart 2022 · 1 uur 2 min

    Afspelen
    Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    03:02 - Why do microcaps get a bad wrap?

    05:39 - How a few of the greatest investors got their start in microcaps.

    14:46 - How to identify microcaps that could grow up to be macro caps.

    23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits.

    32:04 - The pros and cons of a highly concentrated portfolio.

    47:18 - Ian’s strategy for finding profitable and sustainable microcap companies with great management.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Microcap Club's Website.

    Ian Cassel's Twitter.

    Intelligent Fanatics' Books.

    Intelligent Fanatics Capital Management's Website.

    Trey Lockerbie's Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
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  23. BTC069: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew

    16 maart 2022 · 1 uur 11 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:06 - The importance of understanding what counterparty risk is.

    15:38 - Why self-custody is so important right now.

    31:20 - The main takeaways for a person in the market today.

    31:20 - Retirement planning and how to think about Bitcoin in your IRA.

    31:20 - Difference between self-directed IRAs and vehicles like GBTC.

    51:03 - What is happening with policy decisions.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

    Check out Unchained Capital where Parker and Jeff work.

    Checkout Parker Lewis' Twitter.

    Checkout Jeff Vandrew's Twitter.

    Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    SPONSORS
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  24. RWH002: Investing Wisely in an Uncertain World w/ Howard Marks

    15 maart 2022 · 1 uur 11 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    04:31 - How Marks was shaped by his first experience of a stock market bubble and crash.

    12:04 - How conversations with his son have led him to modify his investment principles.

    18:20 - Why he came to believe that buying cheap assets is the key to successful investing.

    26:01 - What is his view of the current investment environment?

    36:37 - Why Marks regards emotion as the “greatest enemy” of superior investing.

    48:40 - How to invest successfully in a period of high inflation.

    54:48 - Why Marks now believes that his “knee-jerk skepticism” about Bitcoin was wrong.

    58:43 - Why Marks is bullish on China at a time when most foreign investors are running scared.

    01:04:03 - Why moral values like integrity, candor, and fairness are essential to a good life.

    01:14:00 - How to succeed by playing to your own strengths and living life on your own terms.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Howard Marks’ Memos.

    Howard Marks’ “Something of Value” Memo.

    Howard Marks’ book, The Most Important Thing Illuminated.

    Howard Marks’ book, Mastering the Market Cycle.

    Preston and Stig discuss The Most Important Thing book on We Study Billionaires Episode 073.

    Trey interviews Howard Marks on We Study Billionaires Episode 073.

    William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.

    William Green interviews Ray Dalio on We Study Billionaires Episode 410.

    William Green’s Twitter.

    SPONSORS
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  25. TIP430: From Facebook to Meta and Beyond w/ Bill Nygren

    13 maart 2022 · 1 uur 2 min

    Afspelen
    Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:39 - An update on Facebook, now Meta, since our last discussion in June 2021.

    11:53 - Oakmarks process to finding and vetting stock ideas.

    31:58 - How they think about diversification once they’re highly allocated in a certain sector.

    35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet.

    46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv.

    58:29 - A forecast of Oil and how EOG and Conoco will follow.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Oakmark Funds Website.

    Related Episode: TIP355 - Why Facebook Is A Value Stock W/ Bill Nygren and Mike Nicolas.

    Related Episode: TIP293 - Intrinsic Value Assessment Of Bank Of America W/ Bill Nygren.

    Trey Lockerbie Twitter.

    SPONSORS
    Support our free podcast by supporting our sponsors:

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  26. TIP429: What is happening with Oil? w/ Josh Young

    11 maart 2022 · 1 uur 10 min

    Afspelen
    Trey Lockerbie chats with expert Josh Young from Bison Interests as they do a deep dive on Oil. Bison returned 350% in 2021 compared to the S&P 500’s 29% and they cover a lot of reasons why they may just be getting started. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:17 - Why oil has been the most hated commodity as of late.

    07:09 - Debunking myths about oil.

    04:06 - Why supply levels could lag demand for the foreseeable future.

    17:30 - The key drivers of Oils spike in price.

    36:06 - Oil producers that Josh is invested in.

    59:13 - The Russia/Ukraine conflict and how it could potentially disrupt supply.

    1:06:42 - How Europe’s decline of Natural Gas will affect the price.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Josh Young Twitter.

    Bison Interests Website.

    Bison Interest Twitter.

    Trey Lockerbie Twitter.

    SPONSORS
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  27. BTC068: Bitcoin Exchange & Mining Policy Incentives w/ Magdalena Gronowska (Bitcoin Podcast)

    9 maart 2022 · 51 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    00:59 - How Magdalena got involved in Bitcoin.

    02:38 - What it was like being a supreme court-appointed bankruptcy inspector for an exchange failure.

    10:29 - How events in Canada have impacted the way people view self-sovereignty.

    12:57 - Her experience with the 1st Bitcoin Fund on the TSX (3IQ Bitcoin fund).

    24:34 - The economic incentives that work best for policymakers in this space.

    27:06 - How Magdalena is thinking through the policy decisions from a mining standpoint.

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

    Magdalena on Twitter.

    Magdalena's company Coinkite.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
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  28. RWH001: The Life Force Revolution w/ Tony Robbins

    8 maart 2022 · 1 uur

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN Lees meer

    05:02 - How an accident led Tony Robbins to discover the miracle of regenerative medicine.

    08:10 - How a wave of scientific breakthroughs can revitalize your body and even save your life.

    15:07 - Why it’s critical to detect health threats early with the help of new diagnostic tests.

    20:45 - What simple lifestyle changes can boost your energy levels and transform your health?

    31:31 -How to handle extreme stress, overcome adversity, and take control of your mind.

    41:39 - How to shift yourself into a high-energy state in which you perform at your peak.

    51:07 - Why do so many billionaires lead surprisingly unhappy lives?

    58:20 - How happiness and fulfillment depend on two things: growth and giving.

    60:27 - What high performers like Richard Branson, Tom Brady, and Ray Dalio have in common.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Tony Robbins’ book, Life Force.

    Stig and Preston's interview with Tony Robbins.

    Stig and Preston's discussion of Tony Robbins’ book, Money: Master the Game.

    Stig and Preston's discussion of Tony Robbins’ book, Unshakeable.

    Tony Robbins’ charity, Feeding America.

    William Green interviews Ray Dalio on We Study Billionaires Episode 410.

    William Green’s book, Richer, Wiser, Happier – read reviews of this book.

    Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

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    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring …

  29. TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman

    6 maart 2022 · 49 min

    Afspelen
    Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.

    05:05 - The forecast for oil, which is a number that might surprise you.

    05:57 - The driving factors behind oil’s price movement.

    23:27 - His massive trade on Bitcoin and how he compares it to gold.

    24:32 - His biggest current position is in Uranium.

    31:17 - The pivot away from real estate for Mongolia Growth Group.

    37:56 - Potentially undervalued stocks in US real estate.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Kuppy's Blog.

    Praetorian Capital's Website.

    KEDM's Website.

    Kuppy's Twitter.

    Trey Lockerbie's Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    HardBlock

    Human Rights Foundation

    Plus500

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    Shopify

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    Support our show by becoming a premium…

  30. TIP427: The History of Bubbles, Mania & Fraud w/ Jamie Catherwood

    4 maart 2022 · 1 uur

    Afspelen
    Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    07:20 - Historical examples of market bubbles and the Tulipmania, did it actually happen?

    15:53 - Micro manias happening in the markets today and analogous examples from the past.

    31:17 - Lessons from the 1800s that could have prepared us for the recent bust in tech stocks.

    36:30 - The conditions that produce fraud in the marketplace.

    49:44 - How the world's first ETF was essentially created in the 10th century.

    58:23 - Benefits of speculation.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Yet Another Value Blog.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    HardBlock

    Human Rights Foundation

    Plus500

    Netsuite

    Shopify

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.support…

  31. BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen (Bitcoin Podcast)

    2 maart 2022 · 1 uur 16 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    02:07 - Luke's overview of the Macro Landscape since the Russian invasion of Ukraine.

    02:07 - Energy to the EU.

    02:07 - China's involvement.

    12:10 - Zelenskyy's unexpected response and defensive posturing.

    20:33 - Crops and fertilizer impacts.

    26:47 - Belarus' involvement in the war.

    26:47 - Turkey blocking the entry into the Black Sea.

    34:09 - Canada weaponizing their banks.

    34:52 - Weaponizing Swift.

    34:52 - The Ruble crashing.

    44:57 - Russia Minister working on a digital single world currency.

    46:01 - India's energy demands.

    48:46 - Gold's potential involvement.

    53:55 - Bitcoin's potential involvement.

    01:07:59 - Targeting high-net-worth Russian citizens.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Luke Gromen on Twitter.

    Luke Gromen's FFTT Website where he provides macro insights.

    Luke's books on Amazon.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    HardBlock

    Human Rights Foundation

    Plus500

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    Shopify

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    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  32. Classic 09: Oprah Winfrey - What I Know for Sure

    1 maart 2022 · 51 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    12:08 - Why you shouldn’t enter any relationship with the intention to change that person.

    15:34 - Why what you fear the most always materialize if you let it cloud your mind.

    39:31 - Why Oprah turned 40 before she learned how to say no, and why you should practice it now.

    43:29 - Why you should embrace the truth of your past and let it set you free.

    51:02 - Why you should show true gratitude without expecting anything back in return.

    And much more.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Oprah Winfrey’s Book: What I Know for Sure – Read reviews of this book.

    Raymond Moody’s Book: Life after Life – Read reviews of this book.

    Gary Zukav’s Book: The Seat of the Soul – Read reviews of this book.

    The Investor’s Podcast’s executive summary of the book, What I Know for Sure.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠HardBlock⁠

    ⁠Human Rights Foundation⁠

    ⁠Plus500⁠

    ⁠Netsuite⁠

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  33. TIP426: Gold and Commodities w/ Lyn Alden

    27 februari 2022 · 1 uur 14 min

    Afspelen
    Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. Together, they explore the role of gold and commodities investing in a period of inflation. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:03 - Why do commodities perform well in inflationary periods?

    08:55 - Why do different generations and nationalities look differently at gold?

    11:26 - How to best invest in commodities.

    15:21 - How can commodities markets be manipulated andHow much should your portfolio be exposed to commodities?

    19:57 - Why you should compare the price of gold to real interest rates.

    29:13 - Are there any classes that investors should not hold?

    33:30 - Why the M2 money supply growth should be your default yardstick when measuring real returns for asset classes.

    52:18 - Should you own gold or gold stocks?

    1:03:03 - What will the next monetary system look like?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Lyn Alden's free website.

    Lyn Alden's premium newsletter.

    Emil Sandsted’s book, Money Dethroned – Read reviews of this book.

    Peter Bernstein’s book, The Power of Gold – Read reviews of this book

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠HardBlock⁠

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    Support our show …

  34. TIP425: Top 5 predictions for 2022 w/ Andrew Walker

    25 februari 2022 · 49 min

    Afspelen
    Trey Lockerbie invites back Andrew Walker of Rangeley Capital to provide an update on the Discovery merger with WarnerMedia and to discuss his top 5 predictions for 2022. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:27 - Predictions of the Discovery stock price post-merger.

    02:34 - Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies.

    24:22 - The bullish case for cable companies.

    31:10 - The fall of peloton and how the price to value looks today.

    38:55 - The law of large numbers, how high flying tech might have its wings clipped.

    42:36 - How SPACs will fair since the recent bubble burst.

    And much much more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Yet Another Value Blog.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠HardBlock⁠

    ⁠Human Rights Foundation⁠

    ⁠Plus500⁠

    ⁠Netsuite⁠

    ⁠Shopify⁠

    ⁠Vanta⁠

    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
    Support our show b…

  35. BTC066: Creating Bitcoin Products and Infrastructure w/ NVK (Bitcoin Podcast)

    23 februari 2022 · 1 uur 10 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:34 - Why Entropy Dice are important for creating ultra-secure private keys.

    10:19 - When NVK came into the Bitcoin space and how he started his company.

    21:53 - The Block Clock incident with Jack Dorsey.

    26:21 - What is the Satscard?

    31:07 - How can the Bitcoin network be hardened.

    41:17 - How has Bitcoin impacted the current situation in Canada with the trucker protests?

    58:15 - Will Smart contracts get more traction on top of Bitcoin in the future?

    1:01:25 - What will UX look like with major cell phone companies entering the space?

    1:06:10 - Does he have security concerns of components being manufactured upstream of hardware wallet integration?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    NVK's Twitter.

    NVK's Company ColdCard.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠HardBlock⁠

    ⁠Human Rights Foundation⁠

    ⁠Plus500⁠

    ⁠Netsuite⁠

    ⁠Shopify⁠

    ⁠Vanta⁠

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  36. Classic 08: Jim Collins' book - How The Mighty Fall

    22 februari 2022 · 1 uur 1 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    03:27 - The 5 distinctive stages of decline.

    09:35 - Why a successful management should feel lucky rather than successful.

    26:39 - Which 3 key ratios can predict if a company will fall.

    31:23 - How and why a company can pull itself out of a decline.

    Ask the investors: Can Bitcoin benefit from the increasing pressure on the US Dollar?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Jim Collins’ book, How the Mighty Fall – Read reviews of this book.

    Jim Collins’ book, Good to Great – Read reviews of this book.

    Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠HardBlock⁠

    ⁠Human Rights Foundation⁠

    ⁠Plus500⁠

    ⁠Netsuite⁠

    ⁠Shopify⁠

    ⁠Vanta⁠

    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  37. TIP424: How to Finance The Next American Century w/ Richard Duncan

    20 februari 2022 · 1 uur 12 min

    Afspelen
    Trey Lockerbie chats with one of our favorite macro-economists, Mr. Richard Duncan. Richard has just released his fourth book titled The Money Revolution, How to Finance the Next American Century. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:24 - How the economy has progressed since they last spoke.

    08:15 - The impacts of globalization and how it goes hand in hand with the US reserve currency.

    10:52 - Wage inflation and supply chain disruption.

    30:24 - How the Fed makes a profit.

    51:49 - How the Treasury should be the focus.

    56:19 - Richards's proposal to go big and go fast with a huge investment proposal that could catapult the US into a new era of dominance and how it wouldn’t cost a thing for US taxpayers.

    And so much more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Richard Duncan Economics.

    The Money Revolution book.

    Trey Lockerbie's Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

    Shopify

    Vanta

    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.su…

  38. TIP423: Real Estate Update w/ Ian Formigle

    18 februari 2022 · 1 uur 15 min

    Afspelen
    Trey Lockerbie invites back our favorite expert on commercial real estate, the CIO at Crowdstreet, Mr. Ian Formigle.
    IN THIS EPISODE, YOU’LL LEARN:
    Lees meer

    01:14 - How the commercial real estate market has performed since we last spoke in mid-2021.

    03:44 - The top-performing markets of the last year.

    04:30 - What were the main drivers?

    07:01 - How labor and supply shortages have affected the market.

    20:12 - The impact of inflation.

    33:05 - The rise of niche asset classes.

    1:08:37- An update on the mass exoduses from places like California.

    And much much more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    CrowdStreet's website.

    The comprehensive guide to commercial real estate's book.

    Trey Lockerbie's Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    Support our show by beco…

  39. BTC065: What does the BIS, IMF, & World Bank even do w/ Sam Callahan (Bitcoin Podcast)

    16 februari 2022 · 1 uur 9 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:45 - Sam's background and why he became on expert on these NGOs (BIS, IMF, WB).

    02:27 - What the heck is the Bank of International Settlement (BIS)?

    06:43 - What was the history of the BIS?

    06:43 - Why does the BIS Still exist today?

    10:52 - How is the BIS Funded?

    24:26 - What the heck is the International Monetary Fund (IMF)?

    29:53 - How is the IMF Funded?

    31:29 - What the heck is the World Bank (WB)?

    31:29 - What was the history of the WB?

    31:29 - How is the WB funded?

    38:27 - Why does the IMF still exist today?

    48:11 - What was the history of the IMF?

    01:04:41 - Does the SDR stand a chance of becoming a world currency that's used?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Sam Callahan's Twitter.

    Sam's writing on Swan Bitcoin.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Read about our article on How to Invest in Stocks: The Ultimate Guide for Beginners.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
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  40. Classic 07: Billionaire Tony Hsieh's Book - Delivering Happiness

    15 februari 2022 · 47 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    19:06 - How to make customer service your corporate vision and strategy.

    21:08 - How to make your corporate culture your competitive advantage.

    27:39 - Why your organization should write a culture book.

    42:17 - How a CEO can fire his board of directors.

    48:04 - The 4 factors to sustainable happiness.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Tony Hsieh’s book: Delivering Happiness – Read reviews of this book,

    Read our free executive summary of the book, Delivering Happiness.

    The Investors Podcast’s Corporate Culture Scholarship open to undergraduate and graduate students.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠Plus500⁠

    ⁠Netsuite⁠

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  41. TIP422: Frontier Market Investing w/ Maciej Wojtal

    13 februari 2022 · 1 uur 3 min

    Afspelen
    Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:12 - Why you want to be invested in a stock market that is opening up.

    16:32 - The bull and bear case of investing in Iran. One of the biggest frontier markets in the world.

    25:17 - Why the Iranian stock market has performed better than the S&P500 and will continue to do so.

    46:22 - Why Iran might be the investment opportunity of a generation.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Amtelon Capital’s website.

    Maciej Wojtal’s Twitter profile.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
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  42. TIP421: Expectations Investing w/ Michael Mauboussin

    11 februari 2022 · 1 uur 5 min

    Afspelen
    Trey Lockerbie chats with a very special guest and that is investing legend Michael Mauboussin. Michael is the Head of Consilient Research at Counterpoint Global. He is also the author of three books as well as an adjunct professor at Columbia Business School, where he’s been teaching the Security Analysis course for 30 years. Lees meer

    IN THIS EPISODE, YOU’LL LEARN:

    01:52 - Michael's early career working under the tutelage of Bill Miller.

    06:08 - His introduction to the Santa Fe Institute and how it shaped his investing style.

    15:49 - The 3 steps of what Michael calls Expectations Investing.

    19:37 - The concept of reflexivity.

    25:26 - The problem with investing is based simply on multiples.

    30:35 - The rise of intangibles, what are they, and how to look through them.

    39:40 - The golden rule of share buybacks and why they are controversial to some.

    55:00 - How to calculate a company's competitive moat.

    58:09 - How Michael has updated the Security Analysis course at Columbia.

    1:04:33 - How to determine your own cost of capital.

    And much, much more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Michael Mauboussin's website.

    Michael Mauboussin's Twitter.

    Measuring the Moat paper.

    Expectations Investing book.

    Increasing Returns by Brian Arthur book.

    Scale by Geoffrey West book.

    Understanding Michael Porter by Joan Magretta book.

    Against the Gods by Peter Bernstein book.

    Valuation by McKinsey book.

    A Random Walk Down Wall Street by Burton Malkiel book.

    Trey Lockerbie Twitter.

    SPONSORS
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  43. BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)

    9 februari 2022 · 56 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning?

    05:21 - What are some of the most important variables he looks at for cycle timing?

    13:58 - How much can the FED realistically raise rates in the current cycle.

    21:25 - How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.

    28:45 - What Jurrien's long-term secular outlook is for equities and bonds.

    30:55 - How does the FED respond to inflation in 2022?

    35:26 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?

    35:26 - Why Fidelity views bitcoin differently than other digital assets.

    35:26 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?

    35:26 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).

    51:49 - The Volcano Bond and how it might be used as a model in the future.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Jurrien Timmer's Twitter Account.

    Link to Fidelity's recently published white paper on Bitcoin.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
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  44. Classic 06: Elon Musk

    8 februari 2022 · 47 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:38 - Who is Elon Musk and how will the billionaire change the world?

    12:31 - How does thinking like Elon Musk make you think like a billionaire?

    57:11 - Ask the Investors: Should I pick different stocks for my Roth IRA and 401(k)?

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Ashlee Vance’s book, Elon Musk – Read reviews of this book.

    Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠Plus500⁠

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    HELP US OUT!
    Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  45. TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche

    6 februari 2022 · 1 uur 2 min

    Afspelen
    Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording).

    3:12 - Why Cullen thinks inflation has peaked and the risk of recession is low.

    25:07 - Why bonds are still appealing in a low interest/high inflation world.

    34:56 - The Greenspan Conundrum.

    34:52 - Series I bonds.

    57:42 - The benefits of diversifying, especially into low-cost index products.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Discipline Funds' website.

    Pragmatic Capital's website.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    ⁠⁠⁠Plus500⁠⁠⁠

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    HELP US OUT!
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  46. TIP419: How Art Performs During Inflation w/ Scott Lynn

    4 februari 2022 · 53 min

    Afspelen
    Trey Lockerbie invites back Scott Lynn of Masterworks, fresh off of his recent $110M fundraise that valued Masterworks over $1B, to discuss how Art performs during periods of inflation. Lees meer

    IN THIS EPISODE, YOU'LL LEARN:

    4:26 - Why Masterworks is choosing to stay private for the time being.

    1:25 - What the $110MM they raised will go towards.

    14:59 - Masterworks’ overall impact on the art market.

    21:33 - The most compelling research they’ve uncovered to date.

    30:00 - Which artist might have the first billion-dollar piece of art.

    35:19 - Scott’s evolving thoughts on NFTs and Web3.

    54:20 - Does decentralization disrupt Masterworks?

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Masterworks.io website.

    Trey Lockerbie Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

    Shopify

    Vanta

    HELP US OUT!
    What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  47. BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast)

    2 februari 2022 · 1 uur 1 min

    Afspelen
    IN THIS EPISODE, YOU’LL LEARN: Lees meer

    01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager.

    10:25 - Jeff's thoughts on the healthcare sector.

    10:25 - Jeff's thoughts on the pharmaceutical sector.

    14:56 - How he can conduct "all-weather" investing with negative spreads in fixed income.

    25:35 - Why Jeff believes economic growth or tightening should be the first consideration for investors.

    29:51 - How Jeff identifies a shift in credit growth.

    29:51 - How Bitcoin might perform in a credit tightening event.

    33:45 - Regulatory guidance for Bitcoin and digital assets.

    56:35 - How Jeff thinks about correlation in a portfolio construction.

    59:35 - Why the GBTC discount and what it means.

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Jeff Ross's Vailshire Capital Management.

    Jeff Ross's Twitter.

    New to the show? Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    SPONSORS
    Support our free podcast by supporting our sponsors:

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  48. Classic 05: A History of 5 Stock Market Crashes w/ Scott Nations

    1 februari 2022 · 49 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    01:18 - An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010

    06:57 - The similarities between the FED’s monetary policy in 1929 and today

    16:02 - How the stock market could decline by 22.6% in a single day in 1987

    26:46 - How the incentives for homeowners and investment bankers in 2008 destroyed the stock market

    33:25 - Why the next crash is going to look more like the flash crash in 2010 than any of the earlier crashes

    BOOKS AND RESOURCES

    Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.

    Scott Nation’s book, A History of The United States in Five Crashes – Read reviews of his book.

    Scott Nation’s Amazon author page.

    Scott Nation’s website.

    New to the show? Check out our We Study Billionaires Starter Packs.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

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    HELP US OUT!
    What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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  49. TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle

    30 januari 2022 · 1 uur 1 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)

    18:38 - Why Stig has changed his mind on gold

    46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN)

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Stig’s interview with David Stein about Alibaba, Evergrande, and the collapse.

    Mastermind Discussion Q4 2021.

    Mastermind Discussion Q3 2021.

    William Green’s interview with Ray Dalio.

    Our FREE stock analysis resource, Intrinsic Value Index.

    Subscribe to our FREE Intrinsic Value Assessments.

    Tobias Carlisle's podcast, The Acquires Podcast.

    Tobias Carlisle's ETF, ZIG.

    Tobias Carlisle's ETF, Deep.

    Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.

    Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.

    Tweet directly to Tobias Carlisle.

    Hari's Blog: BitsBusiness.com

    Tweet directly to Hari

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

    Shopify

    Vanta

    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    Support our show by becoming a premium member! https://the…

  50. TIP417: The Incredible Story of the PayPal Mafia W/ Jimmy Soni

    28 januari 2022 · 1 uur 6 min

    Afspelen
    IN THIS EPISODE, YOU'LL LEARN: Lees meer

    1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be.

    36:35 - The many trials that Paypal endured.

    50:24 - The culture at Paypal and how it developed.

    57:59 - Jimmy's main takeaways having personally interviewed each billionaire and years of additional research.

    And a whole lot more!

    *Disclaimer: Slight timestamp discrepancies 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, and the other community members.

    Jimmy Soni’s Book, The Founders.

    Jimmy Soni’s Twitter.

    Trey Lockerbie’s Twitter.

    NEW TO THE SHOW?

    Check out our We Study Billionaires Starter Packs.

    Browse through all our episodes (complete with transcripts) here.

    Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

    Enjoy exclusive perks from our favorite Apps and Services.

    Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

    Learn how to better start, manage, and grow your business with the best business podcasts.

    SPONSORS
    Support our free podcast by supporting our sponsors:

    Plus500

    Netsuite

    Shopify

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    HELP US OUT!
    What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
    Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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