We Study Billionaires - The Investor’s Podcast Network

By The Investor's Podcast Network

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Category: Investing

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Subscribers: 3949
Reviews: 3

Mike L
 Dec 28, 2020
Excellent analysis. Great discussions around great questions.


 Aug 16, 2020


 Aug 21, 2019

Description

We interview and study famous financial billionaires including Warren Buffett and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.


Episode Date
TIP365: Has Inflation Peaked? w/ Richard Duncan
01:06:26

In today’s episode, Trey Lockerbie sits down with global macroeconomist and author, Richard Duncan. Richard gives a masterclass on global economics and how he believes credit growth is essential to economic growth.


IN THIS EPISODE, YOU'LL LEARN:

  • (01:16) Is capitalism a thing of the past?
  • (36:56) How much can our government monetize our debt
  • (50:13) Has inflation peaked along with credit?


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


BOOKS AND RESOURCES:

  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Communicate your ideas in the best way possible with Canva
  • Thank an awesome human with the best scrubs in the world — FIGS! Enter promo code WSB at checkout to get 15% off
  • Get up to 40% off + Free Shipping on Four Sigmatic‘s Mushroom Coffee bundles.
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 30, 2021
BTC036: Bitcoin Mining Update w/ Harry Sudock (Bitcoin Podcast)
00:57:46

IN THIS EPISODE, YOU’LL LEARN:

  • 01:14 - Harry's Background in Finance and Bitcoin
  • 04:05 - Harry's thoughts on balance sheets becoming more important moving forward
  • 10:51 - How mining businesses in the US and abroad are purchasing hardware
  • 13:39 - Harry's thoughts on the great mining hardware migration out of China
  • 36:06 - Does hash rate drive price or does price drive hash rate?
  • 41:56 - Harry's thoughts on the ESG mining council
  • 42:29 - Geothermal mining
  • 50:53 - Harry's thoughts on regulator vulnerabilities and where the best locations to mine are
  • 51:29 - Thoughts on the Blockstream mining note
  • 58:26 - How to convince big stat grid operators to start mining Bitcoin
  • 01:03:04 - When a new high in hash rate might occur


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


BOOKS AND RESOURCES

  • Harry Sudock's Twitter handle
  • Harry's book recommendation, The Grid
  • Harry's company, Griid
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Communicate your ideas in the best way possible with Canva
  • Thank an awesome human with the best scrubs in the world — FIGS! Enter promo code WSB at checkout to get 15% off
  • Get up to 40% off + Free Shipping on Four Sigmatic‘s Mushroom Coffee bundles.
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Check out our Investing Starter Packs about business and finance
  • Support our free podcast by supporting our sponsors
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 28, 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
01:01:59

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes.


IN THIS EPISODE, YOU'LL LEARN:

  • (01:54) Why you should consider diversifying into alternative assets
  • (22:20) How these investments have long been inaccessible for retail investors and how Yieldstreet has changed that
  • (38:11) Deep dives into legal, aviation, commercial real estate, and much much more


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


BOOKS AND RESOURCES:

  • Yieldstreet Website
  • Yieldstreet App
  • Michael Weisz Twitter
  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get help writing your emails, reports, presentations, resumes, blogs today with WordTune
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Communicate your ideas in the best way possible with Canva
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 25, 2021
TIP363: The Game of Investing w/ Bing Gordon
00:57:46

In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat on the board at Amazon. He’s now sitting on the other side of the table, as a partner at the prestigious VC firm, Kleiner Perkins Caufield & Byers.


IN THIS EPISODE, YOU'LL LEARN:

  • (04:01) The gaming industry and how it’s evolved since his time at EA
  • (19:21) What it’s been like to sit on the board of Amazon and how that opportunity materialized
  • (49:52) What makes a great investment and how founders should be protected at all costs


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


BOOKS AND RESOURCES:

  • Trey Lockerbie Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get help writing your emails, reports, presentations, resumes, blogs today with WordTune
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Communicate your ideas in the best way possible with Canva
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin


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!



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 23, 2021
BTC035: A Bitcoin Debate/Discussion w/ Greg Foss & David Collum (Bitcoin Podcast)
01:29:03

IN THIS EPISODE, YOU’LL LEARN:

  • 03:58 - Dave and Greg's thoughts on the bond market resolving its potential mispricing
  • 12:27 - Thoughts on the current bull market in bonds despite high inflation
  • 15:34 - How Dave views markets moving forward in the next ten years
  • 42:01 - What are Dave's reservations about Bitcoin?
  • 43:55 - Dave's thoughts on large investors and entities entering Bitcoin
  • 57:56 - Thinking about Bitcoin as an expected value problem
  • 01:06:31 - Bitcoin's immediate clearance attributes and how it impacts financial rails
  • 01:07:30 - Dave's interest in Silver and Gold vs. Bitcoin
  • 01:12:19 - Bitcoin Soft forks vs. Hard forks
  • 1:30:16 - Marrying an investment


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


BOOKS AND RESOURCES

  • Greg Foss's Twitter
  • David Collum's Twitter
  • Greg's Article On Bitcoin
  • A book recommendation, The Bitcoin Standard
  • A book recommendation, The Book of Satoshi
  • A book recommendation, The Bullish Case for Bitcoin
  • A Podcast Recommendation on Stable Coin Policy, Stephan Livera's Podcast
  • A Podcast Recommendation on Stable Coin Policy, Chris Brummer's Podcast
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get help writing your emails, reports, presentations, resumes, blogs today with WordTune
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Communicate your ideas in the best way possible with Canva
  • Start feeling better with a single message. Match with a licensed therapist with Talkspace and get $100 off your first month with the promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 21, 2021
TIP362: Amazon Unbound w/ Brad Stone
00:48:51

In today’s episode, Trey Lockerbie sits down with Brad Stone, the Senior Executive Editor for Global Technology at Bloomberg. Brad is also a New York Times and Wall Street Journal bestselling author of titles such as The Everything Store, The Upstarts as well as his new book Amazon: Unbound. 


IN THIS EPISODE, YOU'LL LEARN:

  • (02:07) Why his first book on Amazon deserved a sequel 
  • (11:05) Amazon’s explosive growth in multiple industries, as well as failures like the Fire phone.
  • (25:36) The leadership style of Bezos, good and bad


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


BOOKS AND RESOURCES:

  • Brad Stone books: Amazon: Unbound, The Everything Store, The Upstarts
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Communicate your ideas in the best way possible with Canva
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 18, 2021
TIP361: The Race for Space w/ Ben Claremon & Eugene Robin
01:07:11

In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of Lumen Technologies, a stock they pitched on our show back in December 2020, whose price subsequently has risen 50% in Q1. But for this episode, Claremon and Robin mainly discuss the Race to Space and their position in Viasat. If you only follow the headlines, you would think Elon Musk is on an unencumbered path to space domination, especially with his satellite business under SpaceX called Starlink.


IN THIS EPISODE YOU'LL LEARN:

  • (24:49) How Viasat might currently be wildly underappreciated by the market
  • (06:15) How Starlink compares to Viasat in the future of satellite broadband
  • (01:02:49) Their intrinsic value of Viasat and much much more


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


BOOKS AND RESOURCES:

  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Check out our Investing Starter Packs about business and finance
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Communicate your ideas in the best way possible with Canva
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 16, 2021
BTC034: Bitcoin as Legal Tender & Near-Zero Exchange Fees w/ Jack Mallers (Bitcoin Podcast)
01:08:22

IN THIS EPISODE, YOU’LL LEARN:

  • 04:02 - Jack Mallers' recent El Salvador announcement and what it all means
  • 15:12 - Creating equity versus always being an employee
  • 27:08 - What is the user interface like in El Salvador for Strike users?
  • 32:53 - How is Jack going to bring near-zero exchange fees for buying Bitcoin to Strike?
  • 42:35 What impact do near-zero fees have on other exchanges that offer Altcoins?
  • 54:16 Which other countries contact Jack?
  • 01:01:30 - What does opening a Strike API mean for the company moving forward?


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


BOOKS AND RESOURCES

  • Jack's Twitter account
  • Download the Strike App
  • Jack's interview with Peter McCormick
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Communicate your ideas in the best way possible with Canva
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 14, 2021
TIP360: Inside The Money Mind of Warren Buffett w/ Robert Hagstrom
00:59:02

In today’s episode, Trey Lockerbie sits down with Chief Investment Officer and New York Times bestselling author, Robert Hagstrom. Robert has written multiple books, especially on Warren Buffett including The Warren Buffett Way, The Warren Buffett Portfolio, Investing The Last Liberal Art, and his latest book Warren Buffett: Inside The Ultimate Money Mind. 


IN THIS EPISODE, YOU'LL LEARN:

  • (05:08) The evolution of Warren Buffett’s investing style
  • (03:07) The meaning behind the phrase “Money Mind” that Buffett coined
  • (15:53) What Robert learned from investing alongside Bill Miller and more


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


BOOKS AND RESOURCES:

  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Communicate your ideas in the best way possible with Canva
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 11, 2021
TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker
00:48:26

In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting.


IN THIS EPISODE, YOU'LL LEARN:

  • (02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC
  • (22:43) Discovery Channel and Warner's recent merger
  • (22:43) The collapse of Archegos


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


BOOKS AND RESOURCES

  • Rangeley Capital Website
  • Andrew’s Yet Another Value Podcast
  • Andrew’s Yet Another Value Blog
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Communicate your ideas in the best way possible with Canva
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 09, 2021
BTC033: Important Bitcoin Considerations w/ Tuur Demeester (Bitcoin Podcast)
01:15:55

IN THIS EPISODE, YOU’LL LEARN:

  • 01:33 - Why Tuur's account became more private
  • 05:54 - What are the main changes in the Bitcoin space since 2017?
  • 06:14 - Tuur's thoughts on mining
  • 10:11 - The 28% difficulty adjustment and China
  • 38:41 - The Bitcoin reformation article
  • 01:00:09 - Ethereum vs. Bitcoin
  • 01:00:41 - PoS vs. PoW
  • 01:12:26 - Defi in general and on Bitcoin
  • 01:16:02 - Stable coins and tether
  • 01:17:44 - Thoughts on generating Alpha with Bitcoin


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


BOOKS AND RESOURCES

  • Tuur's Twitter account
  • Tuur's article, The Bitcoin Reformation
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Communicate your ideas in the best way possible with Canva
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Access conference calls, investor presentations, transcripts and earnings reports as frictionless as possible with Quartr. Available now on Google Play
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 07, 2021
TIP358: Inflation Hedging with Farmland w/ Carter Malloy
00:48:26

On today’s show, Stig Brodersen speaks with the CEO of AcreTrader Carter Malloy about Farmland investing. With rising inflation and Bill Gates being America’s top farmland owner with a $690 million investment, we want to understand the nuts and bolts of the $9 Trillion asset class. 


IN THIS EPISODE, YOU'LL LEARN:

  • (01:45) Why Farmland investing is hedging your inflation exposure
  • (14:52) What are the risks when investing in Farmland
  • (34:35) Disruption in Farmland investing, including global warming
  • (48:22) Farmland investing for international investors


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


BOOKS AND RESOURCES:


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!



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 04, 2021
TIP357: The New Era of Investing w/ Ross Gerber
00:55:19

In today’s episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki - a financial advisory firm which currently manages over $1.9 billion. Ross helped pioneer the popularity of what we now know as Fintwit - essentially using Twitter and other social media platforms for financial content and discussion. He’s a regular on Bloomberg and CNBC as well as a contributor to Forbes.


IN THIS EPISODE, YOU'LL LEARN:

  • (01:37) The recent statements from FED chairman, Jerome Powell and what to expect in the markets
  • (17:17) His massively successful trade on Tesla
  • (34:00) How Nvidia sits in the middle of the Venn diagram between climate change and technology investment themes
  • (37:14) Vice industries such as cannabis, gambling, and even psychedelics. 
  • (48:43) The retail trader movement and how GK has disrupted the traditional advisory industry
  • (47:54) His background in music and how it has helped his career in finance


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


BOOK AND RESOURCES:

  • Gerber Kawasaki website
  • Gerber Kawasaki ETF
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Have high-quality, sustainably sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 02, 2021
BTC032: Bitcoin Mining & Entrepreneurship w/ Jason Williams (Bitcoin Podcast)
01:21:05

IN THIS EPISODE, YOU’LL LEARN:

  • 01:53 - Learn about Jason's first company that he sold for 300 million
  • 08:24 - Jason's thoughts about growing a business to a national level
  • 15:51 - Jason's thoughts on leadership
  • 32:28 - How Jason started his Bitcoin mining business
  • 40:40 - Jason's thoughts on Bitcoin mining and China
  • 41:50 - China's hash rate migration to other domains
  • 47:32 - Jason's thoughts on El Salvador
  • 01:05:09 - Jason's best advice to new Bitcoiners
  • 01:09:31 - How Jason got involved with Morgan Creek Capital


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


BOOKS AND RESOURCES

  • Jason's Twitter account
  • Jason's Book on Amazon
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Check out Kraken's industry-leading exchange where you can buy Bitcoin
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 30, 2021
TIP356: Investing Mastermind Q2 2021
00:57:36

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community.


IN THIS EPISODE, YOU'LL LEARN:

  • (01:41) How to think about cycles in value investing
  • (19:54) How to create your own free MBA
  • (34:27) The tax advantages you get with ETF investing
  • (43:52) Why Franklin Covey is vastly undervalued 


BOOKS AND RESOURCES:

  • Millennial investing’s interview with Adam Mead 
  • Our interview with Morgan Housel about the Psychology of Money 
  • Franklin Covey’s investors' relations 
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 27, 2021
BTC031: Investments in Bitcoin Tech w/ Alyse Killeen (Bitcoin Podcast)
00:57:59

IN THIS EPISODE, YOU’LL LEARN:

  • 04:25 - How Alyse Killeen got started in Bitcoin and Venture Capital
  • 13:45 - What Alyse looks for when finding a great company in the Bitcoin space
  • 15:20 - What the board room conversations sound like today
  • 20:21 - Alyse thoughts on Defi and smart contracts on Bitcoin
  • 25:07 - How Lighting will evolve in the coming 5 years
  • 33:11 - How stable coins will evolve moving forward
  • 39:31 - How the lending and borrowing market will progress in the future
  • 50:16 - Her thoughts on El Salvador
  • 53:35 - What advice she would give policymakers in the US


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


BOOKS AND RESOURCES

  • Alyse's Twitter account
  • StillMark's Official Website
  • Preston's previous podcast about Discreet Log Contracts (DLCs)
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 23, 2021
TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas
00:49:12

In today’s episode, Trey Lockerbie welcomes back Bill Nygren and Mike Nicolas from Oakmark Funds, which currently manages over $60B in assets. When Bill and Mike were on the show last time back in April of 2020, we discussed Bank of America. Since then, BOA’s stock price has risen over 100%, so Trey takes the opportunity to discuss how they value the stock today. But, the main point of today's discussion is to take a deep dive into a potentially surprising value pick: Facebook. 


IN THIS EPISODE, YOU'LL LEARN:

  • (01:47) How Bank of America is poised for growth over the long term
  • (16:19) How Facebook is an asset-light, money printing machine with some moonshot R&D that is potentially undervalued
  • (42:55) How Oakmark has got comfortable with companies like Facebook, Netflix, and Amazon as “value stocks”
  • (46:13) The growth still ahead for Facebook, and much much more


BOOKS AND RESOURCES:

  • Masterworks Website
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Savor every moment with ButcherBox. New members can get one pack of free bacon in EVERY box for the life of their membership when they sign up
  • Make documents, ask a lawyer your legal questions, and sign contracts on the go with Rocket Lawyer. Head to rocketlawyer.com/workconfidently to start your free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 22, 2021
TIP354: Building Berkshire 2.0 w/ Chamath Palihapitiya
00:49:59

In today’s episode, Trey Lockerbie sits down with Chamath Palihapitiya. Chamath is the founder and CEO of Social Capital, his conglomerate focused on solving climate change and inequality, which he has referred to as Berkshire Hathaway 2.0. Chamath was an early executive at Facebook and then went on to become a super successful Venture Capitalist, with early investments into Amazon, Tesla, Slack, and Bitcoin. He’s also now the Chairman of Virgin Galactic and a part-owner of the Golden State Warriors. Chamath has developed a large internet following because of the broadcasting of his SPAC investments in easy-to-digest one-pagers, earning the title SPAC king in recent headlines. But, he has recently taken a step back from the limelight and Chamath talks about why that is.


IN THIS EPISODE, YOU'LL LEARN:

  • (08:33) How Chamath became a billionaire by age 32
  • (27:49) What he’s learned from Warren Buffett’s approach and how it applies to Social Capital
  • (51:54) His journey to living an authentic life and much much more


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


BOOKS AND RESOURCES:

  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Listen to Secret Sauce and explore the stories and successes behind some of the most inspiring businesses. Available on Apple Podcast, Amazon Music, or you can listen one week early and ad-free by joining Wondery Plus in the Wondery app. Wondery… Feel the Story
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 20, 2021
BTC030: Bitcoin Security and Self Custody w/ Nick Neuman (Bitcoin Podcast)
01:03:44

IN THIS EPISODE, YOU’LL LEARN:

  • Why Blockchain technology doesn't work for CBDC
  • The difference between Public and Private keys
  • What is XPub?
  • What is multi-sig, and why is it important?
  • Seed Storage
  • Security concerns that people might have overlooked
  • Firmware updates on hardware wallets
  • Why the taproot upgrade is important


BOOKS AND RESOURCES

  • Nick Neuman's Twitter
  • Visit Nick Neuman's company, Casa
  • Jameson Lopps' article on Seed Storage
  • Jameson Lopps' Bitcoin Resource Page
  • Thank an awesome human with the best scrubs in the world -- FIGS! Enter promo code WSB at checkout to get 15% off
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Listen to Secret Sauce and explore the stories and successes behind some of the most inspiring businesses. Available on Apple Podcast, Amazon Music, or you can listen one week early and ad-free by joining Wondery Plus in the Wondery app. Wondery… Feel the Story
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 16, 2021
TIP353: The Best Performing Asset Is Not Bitcoin w/ Marin Katusa
01:09:28

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits.


IN THIS EPISODE, YOU'LL LEARN:

  • 00:01:45 - How we should view the recent performance of gold and silver, as inflation starts to rise
  • 00:07:16 - How uranium is an asymmetric opportunity but comes with a lot of nuances 
  • 00:20:44 - How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion
  • 00:58:41 - How America’s golden age is still ahead


BOOKS AND RESOURCES:

  • Carbon Credits Website
  • Yellow Cake Website
  • Uranium Royalty Corp Website
  • Marin Katusa’s new book, The Rise of America
  • Katusa Research Website
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Listen to Secret Sauce and explore the stories and successes behind some of the most inspiring businesses. Available on Apple Podcast, Amazon Music, or you can listen one week early and ad-free by joining Wondery Plus in the Wondery app. Wondery… Feel the Story.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 13, 2021
BTC029: Jack Dorsey's Involvement in Bitcoin & Jack Maller's El Salvador Announcement W/ Alex Gladstein (Bitcoin Podcast)
01:03:56

IN THIS EPISODE, YOU’LL LEARN:

  • Learn why Jack Dorsey is so bullish on Bitcoin
  • What surprised Alex the most in his interview with Jack
  • Jack's thoughts on other crypto tokens
  • Alex's thoughts on the PetroDollar system
  • El Salvador's announcement on Bitcoin being legal tender
  • Sovereign game theory


BOOKS AND RESOURCES

  • Alex Gladstein on Twitter
  • Alex's nonprofit the Human Rights Foundation
  • Alex's article on the PetroDollar
  • Alex interviewing Jack Dorsey in Miami
  • Jack Maller's Strike App
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Listen to Secret Sauce and explore the stories and successes behind some of the most inspiring businesses. Available on Apple Podcast, Amazon Music, or you can listen one week early and ad-free by joining Wondery Plus in the Wondery app. Wondery… Feel the Story.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 09, 2021
TIP352: Mastermind Q2 2021
01:10:02

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

IN THIS EPISODE, YOU'LL LEARN:

  • Whether now is the time to invest in gold miners
  • Why Hari is long Splunk Technologies whereas Toby is shorting the same pick
  • What social commerce is and how it will be the new form of shopping
  • Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap


BOOKS AND RESOURCES:

  • Mastermind Discussion Q1 2021. 
  • Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021
  • Our interview with Robert Cialdini 
  • Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway 
  • A video explaining How Pinduoduo works
  • Acquired podcast episode about Pinduoduo
  • Tobias Carlisle’s podcast, The Acquirers 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
  • Hari’s Blog: BitsBusiness.com
  • Our FREE stock analysis resource, Intrinsic Value Index
  • Subscribe to our FREE Intrinsic Value Assessments 
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 06, 2021
BTC028: Bitcoin Update w/ Plan B & Dr. Adam Back (Bitcoin Podcast)
01:27:42

IN THIS EPISODE, YOU’LL LEARN:

  • When will Bitcoin's volatility potentially impact the broader global economy?
  • The current on-chain analytics
  • China Mining update
  • Bitcoin derivatives and how they impacted the sell-off
  • Proof of Work versus Proof of Stake
  • Security tradeoffs
  • Are institutional investors still putting Bitcoin on the balance sheet?


BOOKS AND RESOURCES

  • Adam Back on Twitter
  • Adam Back's company Blockstream
  • Plan B on Twitter
  • Plan B's website PlanBTC.com
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Teach kids good money habits the fun and easy way with GoHenry’s debit card for kids and app for parents. Get one free month with promo code WSB
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 02, 2021
TIP351: The Psychology of Money w/ Morgan Housel
01:09:22

In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of Money.


IN THIS EPISODE, YOU'LL LEARN:

  • How time is the biggest factor in Warren Buffett’s success
  • How Ben Graham wouldn’t read his own book today
  • How success is a lousy teacher
  • How Risk and Luck go hand in hand
  • And how to win in investing requires playing a different game than everyone else 


BOOKS AND RESOURCES:

  • Morgan Housel’s Blog
  • The Psychology of Money Book
  • What Happened in 1971?
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 30, 2021
BTC027: The Bitcoin Rewards Trojan Horse w/ Will Reeves (Bitcoin Podcast)
01:00:49

IN THIS EPISODE, YOU’LL LEARN:

  • What is Fold all about
  • Will Reeves' background in tech
  • How Will built Fold from the ground up
  • How rewards programs work with vendors for discount gift cards
  • How Fold is using the lightning network for processing some payments
  • How Fold and Strike worked interoperably without any permissions
  • How Fold will service all Bitcoin rewards for Visa customers moving forward


BOOKS AND RESOURCES

  • Follow Will Reeves on Twitter
  • Learn more about Fold
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Uncover thousands of business ideas and discover the steps you need to execute with My First Million. Search My First Million on your podcast app
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 26, 2021
TIP350: Berkshire Hathaway Annual Shareholders Meeting 2021 w/ Stig and Trey
01:15:21

In today’s show, Stig and Trey discuss the 2021 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren Buffett and Charlie Munger and explain the implications to stock investors. 

 

IN THIS EPISODE, YOU'LL LEARN:

  • Why Buffett wasn’t greedy when others were fearful during the pandemic 
  • Why Buffett sold Apple stocks, and whether Munger agreed with the decision 
  • What Warren Buffett and Munger think about Modern Monetary Theory
  • What we can learn from Buffett continuing to buy back Berkshire’s stock in the open market 
  • Ask The Investors: What is the Scuttlebutt method?


BOOKS AND RESOURCES:

  • Our interview with Chris Bloomstran about the Intrinsic value of Berkshire Hathaway
  • Our interview with Lawrence Cunningham about Berkshire Hathaway 
  • Our previous episodes about the Berkshire Hathaway Meetings 
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 23, 2021
BTC026: Bitcoin Mastermind w/ Lyn Alden & Jeff Booth (Bitcoin Podcast)
01:11:59

IN THIS EPISODE, YOU’LL LEARN:

  • What Elon Musk's impact will be w/ Bitcoin
  • Bitcoin energy concerns
  • Bitcoin centralization concerns
  • Bitcoin Payment times
  • Stanley Druckenmiller's comments on the dollar losing global reserve status
  • How are corporate boards viewing the Bitcoin volatility
  • How Bitcoin helps fix an inflationary monetary system
  • Ethereum's bull run versus Bitcoin's bull run


BOOKS AND RESOURCES

  • Lyn Alden's article on Inflation
  • Lyn Alden's article on Ethereum
  • Jeff Booth's Booth's book, The Price of Tomorrow
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 19, 2021
TIP349: Why You Should Be Investing In Art Shares w/ Scott Lynn
00:53:07

On today’s episode, Trey Lockerbie sits down with internet entrepreneur Scott Lynn, who most recently founded the company Masterworks, which allows smaller investors to invest in multi-million dollar pieces of art. 


IN THIS EPISODE, YOU'LL LEARN:

  • Why you should consider Art as part of your portfolio
  • What are the risks involved, but also, the potential rewards
  • Where to start when examining the art market
  • How you can get started, and much much more


BOOKS AND RESOURCES:

  • Masterworks Website
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Dive into the minds of fascinating people—from athletes, authors and scientists to mobsters, spies and hostage negotiators with Jordan Harbringer. Search for The Jordan Harbinger Show on Apple Podcasts, Spotify, wherever you listen to podcasts, or go to jordanharbinger.com/subscribe
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Elevate your writing with 20% off Grammarly Premium
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 16, 2021
BTC025: Bitcoin Security & Lending w/ Parker Lewis & Joe Kelly (Bitcoin Podcast)
01:03:36

IN THIS EPISODE, YOU’LL LEARN:

  • Why Joe Kelly founded Unchained Capital Management
  • Why are people willing to borrow at such high interest rates when traditional borrow has such low interest rates
  • What direction do they see interest rates going in the coming year
  • When will people be able to make deposits and earn interest while still controlling 1 of 3 private keys
  • Where do they see the space in 5 years
  • Parker's thoughts on the lightning network


BOOKS AND RESOURCES

  • Learn more about Unchained Capital Management
  • Read some of Parker Lewis's incredible articles on Bitcoin
  • Follow Parker Lewis on twitter
  • Follow Joe Kelly on twitter
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Dive into the minds of fascinating people—from athletes, authors and scientists to mobsters, spies and hostage negotiators with Jordan Harbringer. Search for The Jordan Harbinger Show on Apple Podcasts, Spotify, wherever you listen to podcasts, or go to jordanharbinger.com/subscribe
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Elevate your writing with 20% off Grammarly Premium
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 12, 2021
TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz
00:58:28

In 2020, there were six companies that made up 25% of the S&P 500 and you know which ones they are: Facebook, Amazon, Apple, Netflix, Google, and Microsoft. The common denominator driving the growth for all of these companies is Artificial Intelligence. Google’s CEO, Sundar Pichai has described the development of AI as “more profound than fire or electricity,” but it is still very misunderstood. Everyone has a sci-fi image that appears in their head when they hear about AI, but what actually is it? Where did it come from? How fast is it growing? To answer these questions, Trey Lockerbie sits down with New York Times writer and author Cade Metz, to discuss his new book, Genius Makers, which lays out the story of how AI came to be.

IN THIS EPISODE, YOU'LL LEARN:

  • The history of AI
  • How it works and why it is used
  • The challenges for AI ahead
  • Some ethical dilemmas surrounding it and most importantly;
  • Which companies will benefit from it the most


BOOKS AND RESOURCES:

  • Cade’s new book Genius Makers
  • New York Times articles by Cade Metz
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Browse through all our episodes (complete with transcripts) here
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Elevate your writing with 20% off Grammarly Premium
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Support our free podcast by supporting our sponsors


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!


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 09, 2021
BTC024: Plan B & Adam Back on Bitcoin Contango & Derivatives (Bitcoin Podcast)
01:39:02

IN THIS EPISODE, YOU’LL LEARN:

  • Adam and Plan B's opinions on the current market conditions
  • What Adam and Plan B believe is causing the massive contango trade
  • What Adam and Plan B think the implications of the contango trade could mean for Bitcoin moving forward
  • Where they think we are currently at in the market cycle
  • Thoughts on Bitcoin Fungibility
  • Bitcoin Hashrate drop
  • Lightning adoption
  • Why do you think Satoshi picked every 4 years for a halving cycle


BOOKS AND RESOURCES

  • Plan B's Bitcoin articles
  • Adam Back's Bitcoin company Blockstream
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Elevate your writing with 20% off Grammarly Premium
  • Simplify working with multiple freelancers, set budgets, and manage projects with ease with Fiverr Business. Get 1 free year and save 10% on your purchase on with promo code INVESTORS
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 05, 2021
TIP347: Value Investing in 2021 w/ Mohnish Pabrai
00:58:22

On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how retail investors can clone it.

IN THIS EPISODE, YOU'LL LEARN:

  • Why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994
  • Why the Spawning framework is, and why it’s better than buying back shares
  • Where Mohnish would like to add to his circle of competence with no time cost
  • Why watching paint dry is the core of being a great investor


BOOKS AND RESOURCES

  • Learn more about Mohnish Pabrai’s Dakshana Foundation
  • Mohnish Pabrai’s website
  • Peter Kaufman’s book, Poor Charlie’s Almanack 
  • Our interviews with Mohnish Pabrai about value investing and philanthropy 
  • Our interviews with Mohnish Pabrai about value investing
  • Guy Spier’s thoughts on Seritage Growth Properties
  • Our interview with William Green about Mohnish Pabrai and much more. 
  • Buy William Green´s book, Richer, Wiser, Happier
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 02, 2021
BTC023: Bitcoin's International Impact w/ Alex Gladstein (Bitcoin Podcast)
01:18:47

IN THIS EPISODE, YOU'LL LEARN:

  • Alex got started in Bitcoin many years ago
  • How the Human Rights Foundation (HRF) thinks Bitcoin can help
  • Bitcoin, hashing, and China
  • What are the biggest barriers to entry for people in less fortunate areas
  • Bitcoin in Venezuela, Turkey and other areas that have high levels of debasement
  • Lightning network versus on chain Bitcoin
  • Alex's thoughts on privacy compared to other tokens
  • Banning Bitcoin and the impact for the countries that have tried


BOOKS AND RESOURCES:

  • Alex's Twitter
  • The Human Rights Foundation
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more. 
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 28, 2021
TIP346: Masterclass in Valuation w/ Chris Bloomstran
01:28:37

On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks.

IN THIS EPISODE, YOU'LL LEARN:

  • How to value a company’s equity portfolio 
  • 4 methods to estimate the intrinsic value of Berkshire Hathaway 
  • Why Berkshire Hathaway, contrary to popular belief, doesn’t have a lot of cash on its balance sheet
  • How to size your position based on your valuation and expected performance  


BOOKS AND RESOURCES

  • Read Chris Bloomstran’s website 
  • Read Chris Bloomstran’s letters to his clients
  • Tobias Carlisle’s interview with Chris Bloomstran
  • Buffett resource on CNBC 
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 25, 2021
BTC022: Dr. Adam Back & Bitcoin's Proof of Work (Bitcoin Podcast)
01:04:10

IN THIS EPISODE, YOU'LL LEARN:

  • How did Dr. Back discover Proof of Work (PoW)?
  • Is Proof of Work a vital component of Bitcoin's price floor
  • Blockstreams new initiative into mining
  • Blockstreams new issuance of a debt note that pays Bitcoin coupons
  • Using digital tokens on liquid for registry purposes for the note
  • How mining can reduce volatility while still capturing significant upside
  • Dr. Back's thoughts on the Bitcoin contango trade.


BOOKS AND RESOURCES:

  • Dr. Adam Back on Twitter
  • Blockstream's website
  • Learn more about Blockstream's Mining Unit
  • Join OurCrowd and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 21, 2021
TIP345: Richer, Wiser, Happier w/ William Green
01:26:11

On today’s show, Stig talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become rich but how to improve the way we think, reach decisions, assess risk, build resilience, and turn uncertainty to our advantage. The best investors are master game players who consciously maximize their odds of long-term success in markets and life while also minimizing any risk of catastrophe.


IN THIS EPISODE, YOU'LL LEARN:

  • How to invest like the best investors in the world
  • Why you should invest like Tom Gaynor if you aren’t as smart as Warren Buffett
  • Deep personal insights into John Templeton’s unique personality  
  • What we can all learn from Bill Miller’s investing and life crisis during the great financial recession in 2008-2009


BOOKS AND RESOURCES

  • William Green’s book, Richer, Wiser, Happier – read reviews of this book
  • Our conversation with William Green about The Great Minds of Investing 
  • Visit William Green’s website
  • Email your best stories from the Berkshire Hathaway Annual Shareholder’s meeting to contact@theinvestorspodcast.com to win a free copy of Richer, Wiser, Happier. 
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 18, 2021
BTC021: Bitcoin and Bonds w/ Greg Foss (Bitcoin Podcast)
01:40:42

IN THIS EPISODE, YOU'LL LEARN:

  • What were some early lessons that Greg learned that shaped the way he sees the investing world
  • How does he think about the long-term debt cycle
  • How can Bitcoin potentially impact the fixed income market
  • How can convertible bonds become a catalyst for further Bitcoin adoption
  • What are his thoughts on the contango trade
  • His thoughts on the current sell-off in bonds and what it means for yield curve control
  • How to think about sovereign default swaps and how it can be used as a model for valuing Bitcoin
  • How governments will start to view Bitcoin if the trend continues


BOOKS AND RESOURCES:

  • Greg Foss's article: Valuing Bitcoin w/ Credit Default Swaps
  • Greg Foss Twitter
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR. Save 10% with promo code BILLION10
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 14, 2021
TIP344: A Deep Dive Into Morning Brew's $75M Valuation w/ Alex Lieberman
01:04:39

On today’s episode, Trey sits down with Alex Lieberman, the co-founder and CEO of the wildly popular email newsletter company, Morning Brew. Alex comes from a family with a career history in finance, but set out on his own to pursue Morning Brew, and recently sold it to Business Insider for $75 million dollars. If you want to invest like Warren Buffett, you have to become a student of business, and you do that by diving deep into successful companies to see what their secret sauce is. That’s what today’s episode with Alex is about.


IN THIS EPISODE, YOU'LL LEARN:

  • Best practices used by Morning Brew to grow to 2.7M subscribers, which can be applied to nearly any business
  • How to develop a unique brand voice with pricing power
  • How to find the right co-founders and investors
  • How self improvement equals business improvement


BOOKS AND RESOURCES

  • Morning Brew Newsletter
  • Founders Journal Podcast 
  • Austin Reif’s Rolling Fund 
  • Zero to One by Peter Thiel 
  • Trillion Dollar Coach by Eric Schmidt
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Join OurCrowd’s Investment in Nexa Three Dee, a three dee manufacturing innovator that’s shaping the future of a projected one-hundred-and-fifty-billion-dollar market. Open your account today
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Elevate your writing with 20% off Grammarly Premium
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 11, 2021
BTC020: Bitcoin & Quantum Computing w/ Andrew Fursman (Bitcoin Podcast)
01:09:37

IN THIS EPISODE, YOU'LL LEARN:

  • What is a quantum computer and why is it important for the future
  • How does quantum computer threaten encryption
  • What is a Bloch Sphere and why is it important
  • Why is quantum so good at solving specific problems
  • What is the potential timeline for Quantum to achieve the processing required to pose a threat to Bitcoin
  • What other application are there for Quantum computers beyond cracking encryption
  • The differences between cracking elliptical curve key generation versus 2048 bit RSA.
  • What are the energy impacts of quantum computing


BOOKS AND RESOURCES:

  • What is a Bloch Sphere
  • Andrew Fursman's Company 1Qbit
  • Andrew Fursman's bio
  • An interesting paper that addresses Bitcoin and the impact of quantum computing
  • Join OurCrowd’s Investment in Nexa Three Dee, a three dee manufacturing innovator that’s shaping the future of a projected one-hundred-and-fifty-billion-dollar market. Open your account today
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today
  • Check out Kraken's industry-leading staking service, where you can put your crypto to work for you and earn up to 20% in additional rewards annually
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Elevate your writing with 20% off Grammarly Premium
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 07, 2021
TIP343: How to Invest like the Best w/ Ted Seides
00:51:46

In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion dollar alternative investment firm. 


IN THIS EPISODE, YOU'LL LEARN:

  • The playbook for Chief Investment Officers of hedge funds or institutions
  • Where retail investors can have an edge
  • When to and when not to invest in a hedge fund 
  • Deeper dive into Ted's infamous bet with Warren Buffett
  • What Ted has learned from his relationship with Warren over the years


BOOKS AND RESOURCES

  • Capital Allocators Podcast
  • Capital Allocators Book
  • Listen to our previous interview with Ted Seides
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Invest in blue-chip art from artists like Monet and Basquiat with Masterworks. Use promo code WSB to skip their 15,000 person waitlist
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 04, 2021
BTC019: Bitcoin's Layer 2 Lightning Network w/ Ryan Gentry (Bitcoin Podcast)
01:15:59

IN THIS EPISODE, YOU'LL LEARN:

  • What is Bitcoin's second layer?
  • Where does lightning labs fit into the second layer
  • What is Lightning pool?
  • How is liquidity managed on the second layer
  • Why does a person have an incentive to run a node
  • Why open channel with other nodes
  • What are the nodes that will benefit the post from opening many channels
  • What are the incentives for people to use lightning
  • What will things like Sphinx chat enable in the future


BOOKS AND RESOURCES:

  • Follow Ryan Gentry on Twitter
  • Follow Lightning Labs on Twitter
  • The lightning labs website
  • Sphinx Chat
  • Run an umbrel full node
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase
  • Invest in blue-chip art from artists like Monet and Basquiat with Masterworks. Use promo code WSB to skip their 15,000 person waitlist
  • Whether you’re a small office sending out invoices, an online seller shipping out orders, or even a giant warehouse sending thousands of packages a day, handle it all with ease with Stamps.com. Use the promo code WSB
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 31, 2021
TIP342: The Future of Food w/ Billionaire Jim Mellon
00:44:05

In today’s episode, Trey sits down with billionaire, Jim Mellon. They discuss Jim's new book, “Moo’s Law". The book is about the future of food and how we, as investors, can profit.

CNBC has referred to Jim as “Britain’s answer to Warren Buffett” and he brings a wealth of knowledge to this very wide-ranging discussion.

IN THIS EPISODE, YOU'LL LEARN:

  • Jim Mellon’s framework for the current market conditions
  • The future of food
  • Human longevity
  • The revolution occurring in sustainable energy


BOOKS AND RESOURCES

  • Mosa Meat: Website
  • Biotech anti-aging company: Juvenescence 
  • Cell-cultured sea food company: BlueNalu 
  • Jim’s new book, Moo’s Law 
  • Jim’s other books
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Automate your money with M1 Finance. Get $30 when you sign up for free today
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today
  • Take your business to the next level by hiring the right people with ZipRecruiter
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today
  • Invest in high-yield, professionally managed real estate, starting with as little as $10K with EquityMultiple
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 28, 2021
BTC018: Bitcoin Smart Contract w/ Discrete Log Contracts featuring Pierre Rochard & Ben Carman (Bitcoin Podcast)
01:08:26

IN THIS EPISODE, YOU'LL LEARN:

  • What is a Discrete Log Contract (DLC)
  • How is this different than other smart contract platforms like Root Stock (RSK)
  • What does this mean long term
  • How does this apply to the Lightning Network
  • What does this mean for Ethereum and Binance Smart Chain (BSC)
  • How do Oracles work with DLCs


BOOKS AND RESOURCES:

  • Pierre Rochard's Twitter
  • Ben Carman's Twitter
  • An article talking more about DLCs
  • Examples of DLCs that are being tested on the Bitcoin blockchain
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • join OurCrowd’s Investment in Shield—an AI-powered platform that helps global financial enterprises meet increasingly complex communications compliance rules Open your account today.
  • Invest in high-yield, professionally managed real estate, starting with as little as $10K with EquityMultiple.
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet.
  • Follow other investors, discover companies to believe in, invest with any amount of money with Public.com. You’ll even get a free slice of stock when you join.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 24, 2021
TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor
00:56:52

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more. 

IN THIS EPISODE, YOU'LL LEARN:

  • How and why Cathie Wood and ARK ETFs are moving the stock market 
  • How to utilize 13 forms in your investment strategy 
  • How exposed should you be to equities in the current market conditions? 
  • Is the Schiller P/E valid as a measure of market valuation? 
  • Why it’s too simplistic to say that low-interest rates are good for stocks 


BOOKS AND RESOURCES


GET IN TOUCH WITH TREY AND STIG


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 21, 2021
BTC017: Bitcoin Onchain Analytics & Timing w/ Charles Edwards (Bitcoin Podcast)
00:54:44

IN THIS EPISODE, YOU'LL LEARN:

  • Charles' thoughts on how to value Bitcoin
  • What are hash ribbons
  • What are some Macro factors he's paying attention to
  • What is the contango trade
  • Bitcoin's price floor and how it relates to energy costs
  • Top 3 investing lessons
  • Bitcoin Tail Risks


BOOKS AND RESOURCES:

  • Bitcoin's production cost article by Charles Edwards
  • What are Hash Ribbons & Bitcoin by Charles Edwards
  • Charles Edwards fund at Capriole.io
  • Charles Edwards on Twitter
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Elevate your writing with 20% off Grammarly Premium.
  • join OurCrowd’s Investment in ByondXR—a platform that’s enabling the world's leading brands to attract customers with the future of virtual shopping journeys. Open your account today.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.
  • Find opportunities to help diversify your portfolio with investments in alternative asset classes with minimums starting at $1,000 with Yieldstreet.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 17, 2021
TIP340: Hedge Funds, SPACs, and Chocolate w/ Jason Karp
00:52:04

In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to start his own fund, Tourbillon Capital, which at its peak managed over $4 Billion in AUM.

Along the way, he helped his family start a successful company called Hu, most known for its chocolate bars, which was recently sold to Mondelez. For his next act, he has now founded HumanCo, which focuses on providing permanent capital to health and wellness brands, as well the launch of a recent SPAC or Special Purpose Acquisition Company.


IN THIS EPISODE, YOU'LL LEARN:

  • The view from the mountain top
  • Opportunities in health and wellness
  • What is a SPAC and why they are so popular at the moment


BOOKS AND RESOURCES

  • HumanCO's Website
  • HumanCO/CAVU SPAC's Website
  • SunOpta's Website
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • join OurCrowd’s Investment in ByondXR—a platform that’s enabling the world's leading brands to attract customers with the future of virtual shopping journeys. Open your account today.
  • Invest in high-yield, professionally managed real estate, starting with as little as $10K with EquityMultiple.
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH TREY AND STIG


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 14, 2021
BTC016: Bitcoin Super-Cycle w/ Dan Held (Bitcoin Podcast)
01:05:26

IN THIS EPISODE, YOU'LL LEARN:

  • Dan's Thoughts on the Overall Macro Landscape
  • Bitcoin's potential Super-cycle
  • Kraken exchange data and Bank Charter
  • Comparing Yield opportunities in lending and Lighting Pool
  • His opinion on non-financial use cases for blockchains
  • Where we are at in the technology adoption curve
  • Bitcoin's security model once the block reward diminishes


BOOKS AND RESOURCES:

  • Follow Dan Held on Twitter
  • Checkout Dan Held's Articles and website
  • Checkout Dan Held's Youtube channel
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • join OurCrowd’s Investment in ByondXR—a platform that’s enabling the world's leading brands to attract customers with the future of virtual shopping journeys. Open your account today.
  • Invest in high-yield, professionally managed real estate, starting with as little as $10K with EquityMultiple.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 10, 2021
TIP339: Common Sense Investing w/ Joel Greenblatt
01:00:45

Trey Lockerbie is joined by legendary investor, Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced spectacular returns for over 3 decades.

 He is also the author of investing classics like The Little Book that Beats the Market, and You Can Be a Stock Market Genius. On top of that, he is a professor at Columbia University, where he teaches value investing to MBA students.


IN THIS EPISODE, YOU'LL LEARN:

  • Joel Greenblatt’s investing philosophy
  • The case for diversification as well as
  • The case for a concentrated portfolio
  • How Joel thinks through position sizing
  • And much, much more!


BOOKS AND RESOURCES

  • Gotham Funds: Funds
  • The Little Book That Beats the Market: Amazon
  • You Can Be a Stock Market Genius: Amazon
  • The Big Secret: Amazon
  • Common Sense: Amazon
  • The Value Investors Club: Website
  • The Magic Formula: Website
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Elevate your writing with 20% off Grammarly Premium.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Check out our 20 Best Finance Podcasts in 2021
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH TREY AND STIG


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 07, 2021
BTC015: Bitcoin Peer to Peer Decentralized Lending w/ Max Keidun from Hodl Hodl (Bitcoin Podcast)
00:58:07

IN THIS EPISODE, YOU'LL LEARN:

  • What are the primary differences between peer to peer lending/borrowing and centralized lending
  • How is HodlHodl different than solutions being provided on platforms like Ethereum
  • Do lenders even care about what borrowers are doing with the funds?
  • What are some of the risks associated with peer to peer lending/borrowing
  • How does HodlHodl manage regulator constraints
  • What is the significance of keeping 1 of 3 keys when lending & borrowing


BOOKS AND RESOURCES:

  • Follow Max's platform on Twitter
  • Checkout lend.hodlhodl.com
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Elevate your writing with 20% off Grammarly Premium.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 03, 2021
TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey
00:54:53

 On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet. 

IN THIS EPISODE, YOU’LL LEARN:

  • Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for 
  • Why commodities are priced to perform well
  • Why there is an opportunity in emerging markets 
  • How to estimate the correct discount rate 
  • Ask The Investors: How should I position myself given the current market conditions?

BOOKS AND RESOURCES

  • Check out TIP Finance that gives you access to our filter tool identifying the cheapest companies, and another filter ranking the international markets with the most value. 
  • Subscribe to our newsletters about the current market conditions
  • Our last current market condition episode where Stig pitched Bank of America 
  • Our interview with Annie Duke about resulting
  • Stig’s pitch on Spotify
  • Check out our 20 Best Finance Podcasts in 2021
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Get twenty-five percent off your first two orders of Literati, a one-of-a-kind book subscription. Start them on a literary journey like no other today.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Listen to the top stories, the top posts and tweets and conversations about those stories, as well as behind the scenes analysis of ALL the latest tech news every single day with TechMeme Ride Home.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH STIG AND TREY


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 28, 2021
BTC014: Bitcoin Mining and Energy w/ Marty Bent and Harry Sudock (Bitcoin Podcast)
01:07:58

IN THIS EPISODE, YOU'LL LEARN:

  • Does China control all the Bitcoin mining?
  • Bitcoin uses so much energy, isn't that an issue?
  • How Bitcoin is increasing productivity by reducing methane flaring
  • How Bitcoin is slowly changing the power grid (for the better)
  • Is it better to invest in Bitcoin mining or just buy Bitcoin
  • How likely is it until we start to see homes equipped with energy efficient tools to mine Bitcoin


BOOKS AND RESOURCES:

  • Follow Marty Bent on twitter
  • Checkout Marty's podcast, Tales of the Crypt
  • Checkout Marty's company Great American Mining
  • Follow Harry Sudock on twitter
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Get twenty-five percent off your first two orders of Literati, a one-of-a-kind book subscription. Start them on a literary journey like no other today.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Listen to the top stories, the top posts and tweets and conversations about those stories, as well as behind the scenes analysis of ALL the latest tech news every single day with TechMeme Ride Home.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 24, 2021
TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle
00:57:11

On today’s show, we speak with Mr. Ian Formigle, about the COVID-19 impact and how to identify value in commercial real estate. 

Ian has over 24 years of experience in the Real Estate market, while his company has over 400 offerings with over $13 billion in commercial real estate.

IN THIS EPISODE, YOU'LL LEARN:

  • How to value commercial real estate
  • How to take advantage of the trends not fully priced into the market 
  • The best 5 cities to invest in 
  • Which habits we have changed and the impact on commercial real estate


BOOKS AND RESOURCES

  • Contact Ian Formigle’s directly on LinkedIn 
  • Ian Formigle’ company, CrowdStreet
  • Ian Formigle’s outlook on 2021 for commercial real estate
  • CrowdStreet’s free Educational Material
  • Ian Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book 
  • Preston and Stig’s previous interview with Ian Formigle about COVID-19 implication
  • Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate Trends.
  • Preston and Stig’s previous interview with Ian Formigle about stock investors including real estate in their portfolio 
  • Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.
  • Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
  • Get twenty-five percent off your first two orders of Literati, a one-of-a-kind book subscription. Start them on a literary journey like no other today.
  • Listen to the top stories, the top posts and tweets and conversations about those stories, as well as behind the scenes analysis of ALL the latest tech news every single day with TechMeme Ride Home.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


 GET IN TOUCH WITH STIG AND TREY


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 21, 2021
BTC013: Bitcoin Lending & Borrowing w/ Blockfi's Zac Prince & Mark Yusko (Bitcoin Podcast)
01:01:00

IN THIS EPISODE, YOU'LL LEARN:

  • What are the basics of how Bitcoin lending works
  • What is over-collateralization
  • What are some of the risks w/ Blockfi
  • How does Blockfi protect against institutional lending that isn't over-collateralized
  • How does Blockfi manage the escrow for depositors
  • What is the future going to bring for Blockfi
  • Does Zac Prince think lending rates will go higher


BOOKS AND RESOURCES:

  • Learn more about Blockfi
  • Follow Zac Prince on twitter
  • Mark Yusko's firm, Morgan Creek Capital Management
  • Follow Mark Yusko on twitter
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.
  • Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.
  • Get twenty-five percent off your first two orders of Literati, a one-of-a-kind book subscription. Start them on a literary journey like no other today.
  • Listen to the top stories, the top posts and tweets and conversations about those stories, as well as behind the scenes analysis of ALL the latest tech news every single day with TechMeme Ride Home.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 17, 2021
TIP336: Mental Models Used by Billionaires w/ Sahil Bloom
00:54:18

In today's episode, Trey Lockerbie interviews Sahil Bloom. Sahil is a Vice-President at a Private Equity Firm, as well as a frequent contributor to CNBC. He also holds a degree in economics, and a master's degree in public policy, both from Stanford University.

Sahil is a rising star in finance, who recently blew up on Twitter, going from 500 followers to now over 100,000 followers in about 6 months time, primarily due to his thoughtful stories on business and his simple breakdown of complex topics. 


IN THIS EPISODE, YOU'LL LEARN:

  • Mental models used by billionaires like Howards Marks, Elon Musk and Warren Buffett
  • Thinking from First Principles
  • Understanding second and third order effects
  • The power of compounding
  • Developing financial literacy 
  • And much, much more!

 

BOOKS AND RESOURCES:

  • Howard Marks’ Memos: Memos
  • Matthew Ball: Website , Twitter 
  • Ben Thompson: Twitter 
  • Gavin Baker: Website , Twitter 
  • Jeff Booth book: The Price of Tomorrow 
  • 10k Diver: Twitter 
  • Sahil Bloom: Website , Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Howard Marks’ Memos: Memos
  • Matthew Ball: Website , Twitter 
  • Ben Thompson: Twitter 
  • Gavin Baker: Website , Twitter 
  • Jeff Booth book: The Price of Tomorrow 
  • 10k Diver: Twitter 
  • Sahil Bloom: Website , Twitter
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool 
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH TREY AND STIG


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 14, 2021
BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast)
01:07:44

IN THIS EPISODE, YOU'LL LEARN:

  • What are some of the most important trends and data Plan B and WIlly Woo are looking at today
  • What are their thoughts on a mature derivatives market having on the price
  • Thoughts on the impact of CBDC
  • Thoughts on the India ban
  • Impact of Tether
  • What is Willy's Go-To chart
  • Willy's pricing model Vs Plan B's
  • Thoughts on the Lightning Network


BOOKS AND RESOURCES:

  • Plan B's Twitter
  • All of Plan B's writings at www.PlanBTC.com
  • Willy's Twitter
  • Willy's Newsletter
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 10, 2021
TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
01:03:45

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.

They try and shoot holes in each other's stock picks and help each other as much as possible. It's a fun conversation that shows how they currently think about investing in these extraordinary times. 


IN THIS EPISODE, YOU'LL LEARN:

  • Whether equities can be a temporary placeholder for cash
  • How to invest long/short in value stocks 
  • Which return can you expect if you invest in Brookfield Asset Management? 
  • Why ARK Fintech Innovation is still a buy despite a more year return above 100%


BOOKS AND RESOURCES

  • Mastermind Discussion Q4 2020.
  • Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow.
  • Our interview with Cathie Wood.
  • Ray Dalio’s argument of why stocks could be trading at 50x earnings.
  • Wes Gray’s research on momentum and value performance.
  • Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
  • Preston and Stig’s FREE resource, Intrinsic Value Index.
  • Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
  • Tobias Carlisle’s podcast, The Acquirers 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.
  • Hari’s Blog: BitsBusiness.com.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


GET IN TOUCH WITH HARI AND TOBIAS


GET IN TOUCH WITH STIG AND PRESTON


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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 07, 2021
BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast)
01:02:29

In this episode, you'll learn:

  • How typical financial managers deal with clients interested in Bitcoin
  • Regulatory Limitations for most fund managers
  • Bitcoin ETFs
  • What's the right portfolio size
  • What's Andy's biggest FUD buster


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Andy's book, Why Buy Bitcoin
  • Andy's Twitter
  • Andy's Bio at SwanBitcoin.com
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Trade domestic and international shares all from one stockbroking account with CMC Markets.
  • Elevate your writing with 20% off Grammarly Premium.
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 03, 2021
TIP334: Disruptive Innovation w/ Cathie Wood
00:52:10

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.

IN THIS EPISODE, YOU'LL LEARN:

  • How innovation is often not priced into the market
  • How Wrights Law can help determine future returns
  • The 5 main areas of disruption that ARK is focused on and much much more


BOOKS AND RESOURCES

  • Ark-Invest ETFs: Ark Invest
  • Wright’s Law: Wright’s Law
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Elevate your writing with 20% off Grammarly Premium.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Join OurCrowd's investment in NanoLock today.
  • Mirror the asset allocation strategy of the world’s most successful institutional investors with EquityMultiple.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH STIG AND TREY


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 31, 2021
BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)
01:08:53

In this episode, you'll learn:

  • The history of Florentine Mint and how it changed European banking
  • A background on double entry book keeping
  • Counterparty risk and how it impacts markets
  • The importance of Disciplinary Constraint in banking
  • Thoughts on the Velocity of Money
  • Thoughts on the governments' ability to shut down Bitcoin
  • What would make Nik change his mind about Bitcoin
  • Nik's thoughts on Bitcoin regulation
  • What would a yield curve look like with Bitcoin
  • Thoughts on the new administration
  • Nik's thoughts on the lightning network


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Nik Bhatia's new book, Layered Money
  • Nik's Twitter
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Elevate your writing with 20% off Grammarly Premium.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Join OurCrowd's investment in NanoLock today.
  • Mirror the asset allocation strategy of the world’s most successful institutional investors with EquityMultiple.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 27, 2021
TIP333: Trend Following w/ Niels Kaastrup-Larsen
00:56:41

On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic that we have never seen before.

Niels has been part of the hedge fund industry for more than 25 years. Throughout that period of time, he's implemented a trend-following approach to investing. 

IN THIS EPISODE, YOU'LL LEARN:

  • Why trend following has a place in any diversified portfolio? 
  • How rule-based strategies work in a market when you don’t have historical data 
  • If trend following can give you returns not affected by the low-interest-rate environment 
  • How to best measure risk and return


BOOKS AND RESOURCES


GET IN TOUCH WITH STIG AND PRESTON


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 24, 2021
BTC009: Bitcoin Engineering w/ Core Developer Jimmy Song (Bitcoin Podcast)
01:21:57

In this episode, you'll learn:

  • How are Bitcoin updates generated between developers
  • How are Bitcoin updates released once complete
  • How are new versions tested and agreed to
  • What happens if updates aren't used by full node operators
  • Why full node operators are important versus why miners are important
  • 51% attacks
  • Quantum computing and it's potential threat to Bitcoin
  • Other engineering threats to Bitcoin
  • Jimmy's thoughts on interesting software initiatives moving forward


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Jimmy Song's new Book, Thank God For Bitcoin
  • Jimmy's Book, Programming Bitcoin
  • Jimmy's Podcast, OffChain
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Elevate your writing with 20% off Grammarly Premium.
  • ring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Invest in blue-chip art from artists like Monet and Basquiat with Masterworks. Use promo code WSB to skip their 15,000 person waitlist.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 20, 2021
TIP332: Long-Term Investing w/ Tom Gayner
00:57:19

In today’s episode, we sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results.

Tom has been producing investment returns in the high teens for Markel Corp for over 30 years and was kind enough to give us incredible insight into his investment strategies and philosophies. 

IN THIS EPISODE, YOU'LL LEARN:

  • Why investing is sometimes more “art” than science
  • How a practical approach can lead to unprecedented returns
  • How a frugal life leads to fulfillment
  • Tom’s thoughts on index funds
  • And much much more!


BOOKS AND RESOURCES

  • Markel Corporation: Meet Markel
  • Markel: Shareholder Letters
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.
  • Elevate your writing with 20% off Grammarly Premium.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • ring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH STIG AND TREY


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 17, 2021
BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)
01:15:46

In this episode, you'll learn:

  • About the current state of commercial Real Estate
  • The impact mid and small cap businesses are having on the real economy
  • Thoughts on UBi in 2021 versus more QE
  • Stable coins and using blockchains for bank clearing
  • Tether concerns
  • Lyn's thoughts on Ethereum
  • Signals for another liquidity crunch
  • S2F and a final cycle


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Lyn Alden's Investment Strategy company
  • Lyn Alden's twitter
  • Luke's books on Amazon
  • Luke Gromen's twitter
  • Luke's research company, The Forrest For The Trees
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Get three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.
  • Elevate your writing with 20% off Grammarly Premium.
  • Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.
  • ring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.
  • Take your business to the next level by hiring the right people with ZipRecruiter.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 13, 2021
TIP331: Inflation w/ Cullen Roche
01:02:25

On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.

IN THIS EPISODE, YOU'LL LEARN:

  • Why money supply expansion is not equal to inflation 
  • Understanding the new rules of bond investing in today’s inflation and interest rate environment 
  • How to protect your portfolio against inflation
  • Whether there is a rational argument for stocks to be trading at 50 times earnings


BOOKS AND RESOURCES

  • Preston and Stig’s interview with Cullen Roche about equities and COVID-19 impact
  • Preston and Stig’s interview with Cullen Roche about contrarian investing
  • Cullen Roche’s website, Pragmatic Capitalism
  • Cullen Roche’s comprehensive resource, Understanding Money 
  • Tweet directly to Cullen Roche
  • Email Cullen at cullenroche@orcamgroup.com
  • Ray Dalio’s “Ask me Anything” on Reddit
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Check out our top picks for the Best Investing Podcasts in 2020
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH PRESTON AND STIG


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 10, 2021
BTC007: Bitcoin Disrupting Payment Clearing Houses w/ Jack Mallers (Bitcoin Podcast)
00:51:41

In this episode, you'll learn:

  • Why is a second Layer Bitcoin Network needed
  • What are the basics of the Bitcoin Lightning Network
  • What is Bitcoin the network versus Bitcoin the store of value
  • How the Bitcoin network is drastically reducing the cost of clearing payments
  • Jack Mallers thoughts on inflation & Bitcoin payment opportunities
  • Jack's Strike app and NFL superstar Russell Okung


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Jack's company, Strike
  • Jack's news with Russell Okung
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.
  • Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.
  • Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 06, 2021
TIP330: Warren Buffett - w/ Lawrence Cunningham
01:24:21

In today’s episode, we sit down with author and George Washington University Professor of Law, Lawrence Cunningham. Most known for his wildly successful publication of Warren Buffett’s Essays, Lawrence is the most prolific researcher and author of Buffett and Berkshire, having written over two dozen books on the topic. 

This was a very fun and wide-ranging discussion, so sit back and enjoy our discussion with Lawrence Cunningham. 

IN THIS EPISODE, YOU'LL LEARN:

  • What separates Warren Buffett from the average investor
  • How to identify a quality investment
  • How to distinguish good management from bad
  • What may happen to Berkshire beyond Buffett
  • Is Berkshire currently undervalued?
  • Are investing mistakes come from picking the wrong business than paying too much for a great business?


BOOKS AND RESOURCES


GET IN TOUCH WITH STIG


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 03, 2021
BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)
00:59:50

In this episode, you'll learn:

  • How Brent views the macro landscape
  • Brents opinions on different "pools" of money in the greater economy
  • Why scare assets are going to continue to dominate the investing landscape
  • How to think about position size
  • Brent's risks for Bitcoin
  • How much Bitcoin should be in your portfolio


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Brent Johnson's twitter
  • Brent's investment firm Santiago Capital Management
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make BendHSA a part of your financial well-being today. 
  • Automate your money with M1 Finance. Get $30 when you sign up for free today. 
  • Join OurCrowd's investment in BlueGreen Water Technologies today.
  • Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 30, 2020
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)
00:50:46

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know.


IN THIS EPISODE, YOU'LL LEARN:

  • How to know what you don’t know
  • How to make and lose money in market cycles
  • How to have the right amount of risk in your portfolio
  • Which investment advice you should give to your younger self
  • Why far more investing mistakes come from picking the wrong business than paying too much for a great business


BOOKS AND RESOURCES


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 27, 2020
BTC005: Bitcoin & Michael Saylor - A Masterclass in Economic Calculation (Bitcoin Podcast)
02:29:03

In this episode, you'll learn:

  • How Michael Saylor defines Inflation, risk premiums and hurdle rates
  • The fundamentals of Microstrategy
  • Why he's putting Bitcoin on his balance sheet
  • Why he issued convertible debt to buy more bitcoin
  • How other companies will likely follow suit


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Michael Saylor's twitter
  • Michael Saylor's company MicroStrategy
  • Michael Saylor's non-profit free education site: Saylor Academy
  • Michael Saylor's Bitcoin website: Hope.com
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Join OurCrowd's investment in BlueGreen Water Technologies today.
  • Elevate your writing with 20% off Grammarly Premium.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 23, 2020
TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)
01:07:40

In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio.

Damien used to work for Dalio at Bridgewater Associates - the largest Hedge fund in the world with more than $160B under management, while Alex has over 20 years of experience managing billions of dollars for his clients. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.

IN THIS EPISODE, YOU'LL LEARN:

  • How to create a portfolio with a balance risk and reward for each investment
  • How to access the strategy used by Billionaire Ray Dalio
  • How this portfolio should endure any economic climate
  • Why each holding in your portfolio should be as uncorrelated as possible 
  • What it’s like to work for Ray Dalio using “radical transparency” 


BOOKS AND RESOURCES

  • Risk Parity ETF (Ticker: RPAR)
  • Evoke Advisors
  • TIP Finance Tool for tracking portfolio correlation
  • Check out our top picks for the Best Investing Podcasts in 2020
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Solve your long list of must-reads once and for all with Blinkist.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors.


GET IN TOUCH WITH STIG AND TREY


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 20, 2020
BTC004: Bitcoin Tech & Future Growth w/ Blockstream's Samson Mow (Bitcoin Podcast)
01:12:32

IN THIS EPISODE, YOU'LL LEARN:

  • The early days of Blockstream
  • The fork wars and why they were important to future growth
  • What is transaction value per second and why's it important
  • Where he sees Bitcoin in the next five years
  • The Lightning Network
  • Liquid
  • Green and Aqua
  • Security & utility tokens on top of Bitcoin
  • Blockstream satellites
  • Gaming and Bitcoin


BOOKS AND RESOURCES:

  • Samson Mow's Twitter
  • Blockstream's Website
  • Samson Gaming Company: Pixelmatic
  • US Investors can checkout Infinite fleet
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Solve your long list of must-reads once and for all with Blinkist.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 16, 2020
TIP327: COVID-19, Vaccine, and the US Economy - w/ Ed Harrison (Business Podcast)
00:46:00

On today's episode, Stig and I speak with Ed Harrison, the editor at Real Vision TV. Ed talks to us about current market conditions and how investors should position themselves accordingly. 

We'll discuss the accelerating debt situation across the globe and the opportunities and constraints for investors. In addition, we'll cover the continued massive money printing and the impact on the economy, not only as investors but as citizens.

IN THIS EPISODE, YOU'LL LEARN:

  • Why facing a double-dip recession is the base case scenario
  • How can the US most efficiently pay off its public debt?
  • Which implications does it have if Janet Yellen will be the new Treasury Secretary? 
  • How to take advantage of the increasing debt burden in developed nations
  • Why the decoupling of the US and China will lead to a weaker US dollar 


BOOKS AND RESOURCES

  • Visit Edward Harrison’s blog and newsletter, Credit write down
  • Watch Edward Harrison on Real Vision TV and listen to his podcast
  • Tweet directly to Edward Harrison
  • Check out our top picks for the Best Investing Podcasts in 2020
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 20,000 waitlist to get first dibs. (Important Disclaimer)
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors.


GET IN TOUCH WITH PRESTON AND STIG


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 13, 2020
BTC003: Bitcoin & A Deflationary World w/ Jeff Booth (Bitcoin Podcast)
01:05:19

IN THIS EPISODE, YOU'LL LEARN:

  • Work being done on the lightning network for payments
  • What a deflationary world would look like
  • What would the price of real estate look like
  • How might the stock market get repriced
  • Other technology impacts Bitcoin might have on policy


BOOKS AND RESOURCES:

  • Jeff Booth's book, The Price of Tomorrow
  • Jeff Booth's twitter account
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 20,000 waitlist to get first dibs. (Important Disclaimer)
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 09, 2020
TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast)
01:10:20

On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name for a merged entity between Level 3 and CenturyLink.

We discuss how Level 3 holds the hidden upside value while only being one-third of the new entity, and CenturyLink's dying business model is distracting the market attention. Ben and Eugene make a great case for why there may be a special situation between the two right around the corner that could be a catalyst for the stock price to soar.

*The opinions expressed herein are those of Cove Street Capital, LLC and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing.  

**The information in this presentation should not be considered as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. You should not assume that the security discussed in this report is or will be profitable, or references we make in the future will be profitable or equal the performance of the security discussed in this presentation. The report is based on data obtained from sources believed to be reliable but is not guaranteed as being accurate and does not purport to be a complete summary of the available data.

IN THIS EPISODE, YOU'LL LEARN:

  • How to analyze the dynamics of a merger
  • How to evaluate the debt burden of a company
  • How to value a special situation
  • What is the intrinsic value of Lumen


BOOKS AND RESOURCES

  • Cove Street Capital, LLC is a registered investment adviser. More information about them is located in their ADV Part 2, located on their website or upon request
  • Learn more about Cove Street Capital
  • Check out our top picks for the Best Investing Podcasts in 2020
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Experience savings in your shipping cost with Pitney Bowes SendPro.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Join OurCrowd's investment in Tevel today.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


GET IN TOUCH WITH PRESTON AND STIG


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 06, 2020
BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast)
00:56:39

IN THIS EPISODE, YOU'LL LEARN:

  • Top tips for people entering Bitcoin for the first time
  • Thoughts on alt coins
  • Why does the world need Bitcoin
  • How money evolves in four phases
  • The ownership distribution of gold and bitcoin
  • Thoughts on Defi


BOOKS AND RESOURCES:

  • All of Vijay Boyapati's incredible writings on Bitcoin
  • Vijay Boyapati's twitter account
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Join OurCrowd's investment in Tevel today.
  • Experience savings in your shipping cost with Pitney Bowes SendPro.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 02, 2020
TIP325: Real Estate Investing with BiggerPockets (Business Podcast)
00:52:06

When we talk about Real Estate investing, the community that first comes to mind is BiggerPockets. We are excited to welcome the hosts of BiggerPockets, Brandon Turner, and David Greene. 

BiggerPockets is the world's largest real estate community, and Brandon and David guide their audience through the complexities of real estate investing. Today they will share tips on how to diversify into real estate if you're a stock investor. In addition, we'll talk about how to value properties and some practical advice on finding time and money to get started.

IN THIS EPISODE, YOU'LL LEARN:

  • How to get started in real estate investing with no money down
  • How to diversify into real estate without putting with the minimum effort
  • How real estate investing is inflation proofed
  • How to estimate the intrinsic value of real estate


BOOKS AND RESOURCES

  • BiggerPockets’ website
  • BiggerPockets’ podcast
  • Stig’s interview with Bigger Pockets
  • Watch BiggerPockets’ YouTube channel
  • Connect with Brandon Turner on Instagram
  • Connect with David Greene on Twitter
  • Connect with David Greene on LinkedIn
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Join OurCrowd's investment in Tevel today.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


GET IN TOUCH WITH PRESTON AND STIG


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!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 29, 2020
BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove (Bitcoin Podcast)
02:15:13

IN THIS EPISODE, YOU'LL LEARN:

  • What's the fundamental problem Bitcoin intends to solve
  • What is sound money
  • Governments will never allow it!?
  • How is Bitcoin's supply actually fixed?
  • Central Bank game theory
  • What is Bitcoin's Number Go Up Technology?
  • But the price is so volatile
  • Thoughts on the Stock to Flow model


BOOKS AND RESOURCES:

  • All of Robert Breedloves incredible writings on Bitcoin
  • Nic Carter's article, It's The Settlement Assurances, Stupid
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Join OurCrowd's investment in Tevel today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 25, 2020
TIP324: The Great Reset w/ Luke Gromen (Business Podcast)
01:04:24

In this episode, you'll learn:

  • Why banks will be a smaller part of the S&P500 in the future 
  • How to invest in an unsafe macro environment 
  • Why we’re approaching a bursting sovereign global debt bubble 
  • Why a rising price of bitcoin could force up the price of gold
  • ·Ask The Investors: How do I buy and store bitcoin safely? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 22, 2020
TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)
01:14:20

In this episode, you'll learn:

  • What is the intrinsic value of Diamond Hill Capital Management
  • What is the intrinsic value of Oracle
  • What is the intrinsic value of Footlocker
  • Why Reliance Industries is a bet on the growth of India 
  • Why Preston is doubling down on Bitcoin. 
  • Ask The Investors: How do I decide on the right discount rate to use? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 15, 2020
TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast)
01:01:53

In this episode, you'll learn:

  • Are we in an inflationary or deflationary environment?
  • Why interest rates will turn negative in the US
  • Why bitcoin is consuming all other asset classes
  • How and why hedge funds, large corporations, and endowments will soon enter the bitcoin space
  • Ask The Investors: “Modern Monetary Theory” – is it valid?  

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 08, 2020
TIP321: Investing & The Brain w/ John Gald (Business Podcast)
01:01:57

In this episode, you'll learn:

  • How we process information subconsciously and how we can take advantage of it 
  • How reflexivity functions between the conscious and subconscious mind.
  • How the brain tricks us into making investing mistakes 
  • How the best investors use the biases of other investors to achieve superior stock returns

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 01, 2020
TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)
00:41:39

In this episode, you'll learn:

  • Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them
  • Why you need agreement from your counterparty three times to close a business deal
  • How to use loss aversion to your advantage in negotiations 
  • How to use the Ackerman model in negotiations 
  • Ask the Investors: Should I include short positions in my all-weather portfolio? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Chris Voss’ book, Never Split the difference – Read reviews of this book
  • Tweet directly to Chris Voss
  • Chris Voss’ company, Black Swan Group
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Take part of OurCrowd's Pandemic Innovation Fund today.
  • Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 70,000 waitlist to get first dibs. (Important Disclaimer)
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 25, 2020
TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
00:59:30

In this episode, you'll learn:

  • What is the intrinsic value of Charles Schwab
  • The importance of networking effects in wealth management 
  • Why the two most important metrics in wealth management is AUM growth and NIM
  • How to value a financial service company 
  • What the expectation is for inflation, and the impact for Charles Schwab 
  • Ask the Investors: When do you understand an asset well enough to invest in it? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Arif Karim’s company, Ensemble Capital
  • Ensemble Capital’s educational blog
  • Ensemble Capital’s Twitter
  • Subscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here
  • Support our free podcast by supporting our sponsors


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 18, 2020
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
01:01:24

In this episode, you'll learn:

  • The relationship between the velocity of money and liquidity
  • Why we’re not living in a time of uncertainties, but actually living with certainty more than ever
  • Why Ray Dalio’s idea of predicting cycles is not valid 
  • Why passive investing has Ponzi scheme traits when the money stops flowing in
  • Why Paul Volker was a terrible FED chair
  • Ask The Investors: Is insider trading important when investing in stocks?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 11, 2020
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
00:49:47

In this episode, you'll learn:

  • What is the intrinsic value of Fairfax Financial Holdings?
  • What is the intrinsic value of Fairfax Africa?
  • How to analyze and value an insurance company 
  • How to analyze and value an investment holding company 
  • Ask The Investors: Should I invest in preferred shares? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Preston and Stig’s interview with Jake Taylor about The Intrinsic Value of Berkshire Hathway
  • The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator
  • Jake Taylor’s book, The Rebel Allocator – Read reviews of this book
  • Jake Taylor’s letters to his clients
  • Tweet directly to Jake Taylor
  • Email Jake Taylor at: fivegoodquestions @ gmail.com
  • Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   
  • Subscribe to our newsletters about the current market conditions
  • Investing in the important COVID-19 vaccine that MigVax is doing with OurCrowd.
  • Train your nervous system to be more resilient to stress with Apollo Neuro. Get 15% off your purchase today.
  • BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 04, 2020
TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)
00:47:06

In this episode, you'll learn:

  • Why Warren Buffett is buying Bank of America
  • Which stocks Warren Buffett is selling right now
  • Why Warren Buffett has bought into Japanese trading houses 
  • Which stocks Preston and Stig find interesting given the current market conditions
  • Ask The Investors: What is the optimal asset allocation right now? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   
  • Subscribe to our newsletters about the current market conditions
  • Preston and Stig’s interview with Bill Nygren about Bank of America
  • Preston and Stig’s latest discussion about the Current Market Conditions
  • Rich Shaner’s analysis of international stock markets
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter
  • Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 70,000 waitlist to get first dibs. (Important Disclaimer)
  • Experience savings in your shipping cost with Pitney Bowes SendPro.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 27, 2020
TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
00:45:17

In this episode, you'll learn:

  • Why the performance of gold miners are lagging the performance of the price of gold
  • How to invest in gold miners
  • The details of Warren Buffett’s investment in gold
  • Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Marin Katusa’s special offer for the listeners of The Investor’s Podcast
  • Marin Katusa’s free research on his website, Katusa Research  
  • Tweet directly to Marin Katusa: @MarinKatusa
  • Enjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Solve your long list of must-reads once and for all with Blinkist.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 20, 2020
TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)
00:46:52

In this episode, you'll learn:

  • Where Ray Dalio predicts money to flow after COVID-19 is over
  • How Peter Thiel thinks about how technology is changing education from the outside in
  • How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors.
  • Eric Schmidt's thoughts about big tech monopolies and the dominance of the App stores
  • Ask The Investors: What is the Modern Portfolio Theory and should I use it?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Preston and Stig’s review of Ray Dalio’s book, Principles
  • Preston and Stig’s review of Ray Dalio’s book, Big Debt Crises
  • Preston and Stig’s review of Peter Theil’s book, From Zero to One
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Train your nervous system to be more resilient to stress with Apollo Neuro. Get 15% off your purchase today.
  • Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired.
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 13, 2020
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
00:58:02

In this episode, you'll learn:

  • How the low yield has changed the investment thesis for growth and value investors
  • What is the optimal investing strategy dependent on your view on the COVID-19 vaccine
  • What the dollar index is indicating for investors right now 
  • The difference and similarities of the US and European economies
  • Whether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currency
  • Ask The Investors: Will bond investors rush into stocks given the low interest rate? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Visit Edward Harrison’s blog and newsletter, Credit write down
  • Watch Edward Harrison on Real Vision TV and listen to his podcast
  • Tweet directly to Edward Harrison
  • Enjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Solve your long list of must-reads once and for all with Blinkist.
  • Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 06, 2020
TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)
01:06:23

In this episode, you'll learn:

  • How to identify high-quality businesses and their moat
  • How to make growth assumptions for your stock picks
  • Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. 
  • How is the COVID-19 crisis different and similar to other crises in the stock market?  
  • Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 30, 2020
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
01:33:40

In this episode, you'll learn:

  • Whether we will see a return of the liquidity crisis in the USD
  • Whether we have another currency that can replace the USD as the global reserve currency
  • Whether the world will continue to exponentially expand the global aggregated monetary baseline
  • Why some companies are putting bitcoin on their balance sheet
  • Ask the Investors: Can the national debt be inflated away? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 23, 2020
TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)
01:02:07

In this episode, you'll learn:

  • What is the intrinsic value of Alphabet Inc. 
  • What is the intrinsic value of Berkshire Hathaway
  • What is the intrinsic value of E-Trade 
  • What is the intrinsic value of Brookfield Property REIT 
  • How Warren Buffett’s made his greatest trade ever 
  • Ask The Investors: How can a stock price increase after it has been diluted? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance  
  • Mastermind Discussion Q2 2020
  • Preston and Stig’s FREE resource, Intrinsic Value Index
  • Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments
  • Database with super investors’ investments, Dataroma
  • Tobias Carlisle’s podcast, The Acquires Podcast
  • Tobias Carlisle’s ETF, ZIG
  • Tobias Carlisle’s ETF, Deep
  • Hari’s Blog: BitsBusiness.com
  • Tweet directly to Hari
  • Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
  • Magic Spoon. Healthy cereal that tastes too good to be true. Use promo code: WSB to enjoy free shipping.
  • Get a free consultation for your design or development needs with Mutual Mobile.
  • Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired.
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Open your stockbroking account & enjoy innovative trading tools and market-leading news and research with advanced charting packages with CMC Markets.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 16, 2020
TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)
00:53:07

In this episode, you'll learn:

  • How has COVID-19 changed the commercial real estate market
  • Why you can have the right idea, but the wrong execution in the current market conditions
  • How to find value in megatrends in commercial estate in 2020 and beyond 
  • Why commercial real estate fits into a value investor’s portfolio in volatile markets


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Contact Ian Formigle’s directly on LinkedIn
  • Ian Formigle’ company, CrowdStreet
  • CrowdStreet’s free Educational Material
  • Learn from Ian Formigle directly on StreetBeats
  • Ian Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book 
  • Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate Trends.
  • Preston and Stig’s previous interview with Ian Formigle about stock investors including real estate in their portfolio
  • Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate
  • Enjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!
  • Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
  • Solve your long list of must-reads once and for all with Blinkist.
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Open your stockbroking account & enjoy innovative trading tools and market-leading news and research with advanced charting packages with CMC Markets.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 08, 2020
TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)
00:45:52

In this episode, you'll learn:

  • Why should you have trend following in a diversified portfolio? 
  • Why trend following and value investing complement each other well
  • How to follow a rule-based strategy and when you should change your rules
  • Why the best trend following sector is commodities 
  • Why trend following is interesting at this point in time of the interest rate cycle


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Niels Kaastrup-Larsen's free guide and free book about trend following
  • Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged
  • Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar
  • How much DUNN Capital has outperformed the S&P500 since 1974 
  • CME group white paper Lintner Revisited
  • Solve your long list of must-reads once and for all with Blinkist.
  • Investing in the important COVID-19 vaccine that MigVax is doing with OurCrowd.
  • Find the suit that fits you perfectly while staying within the comforts of your home with Indochino. Use promo code: INVESTORS
  • Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.
  • Capital One. This is Banking Reimagined. What’s in your wallet?
  • Open your stockbroking account & enjoy innovative trading tools and market-leading news and research with advanced charting packages with CMC Markets.
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 02, 2020
TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)
00:55:03

In this episode, you'll learn:

  • The main advantage of centralized currencies
  • Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve
  • Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment 
  • Where to find value in international equities
  • How should investors navigate the current market conditions? 
  • Ask The Investors: What is the relationship between inflation, interest rates, and house prices? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 25, 2020
TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)
00:43:37

In this episode, you'll learn:

  • How to invest in frontier markets from A-Z
  • Why frontier market investing should have a place in any well-diversified portfolio 
  • How to assess the political and currency risk of a country 
  • How to do boots-on-the-ground-research and understanding lollapalooza effects 
  • Why Uzbekistan is the most interesting frontier market right now 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 19, 2020
TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)
00:44:02

On todays Show we discuss:

  • What COVID is doing to residential real estate in major cities
  • What COVID is doing to the infrastructure for colleges & commercial real estate
  • FANG Stocks & central banking policy
  • Ray Dalio's thoughts on the limits of central banking policy
  • Ray Dalio's thoughts on where people need to be positioned based on policy
  • Jeff Gundlach's opinions on a V shaped recover


Resources mentioned during the show:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 12, 2020
TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)
00:57:13

In this episode, you'll learn:

  • How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014
  • How moats in the 21st century are different than in the 20th century 
  • Why a gold standard is inflationary         
  • How to invest in without sound money 
  • Ask The Investors: How do you validate and find unbiased information? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 05, 2020
TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)
00:57:29

In this episode, you'll learn:

  • How money is printed and why it has changed
  • What is the role of swap lines during the COVID-19
  • Why you should use the expected inflation rate in money supply as your discount rate 
  • Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020
  • Ask the Investors: Is China the next empire? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 27, 2020
TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (Business Podcast)
01:04:07

In this episode, you'll learn:

  • How to manage your portfolio during COVID-19
  • How to profit from secular trends 
  • How to value a high growth company 
  • What is the intrinsic value of Intuitive Surgical 
  • Ask the Investors: Why is the economy not the stock market? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Arif Karim’s company, Ensemble Capital
  • Ensemble Capital’s educational blog
  • Ensemble Capital’s Twitter
  • Move your business to the cloud with Netsuite.
  • Solve your long list of must-reads once and for all with Blinkist.
  • Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
  • Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
  • Follow Silicon Valley’s Favorite Tech News Podcast, Techmeme RideHome.
  • Get a free consultation for your design or development needs with Mutual Mobile.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 21, 2020
TIP301: Grant Williams & Luke Gromen Talk Global Macro Economics (Business Podcast)
01:16:05

In this episode, you'll learn:

  • How can the US continue printing dollars without the dollar significantly weakening
  • Which role the treasury market has in the geopolitical situation between the US and China
  • Whether the US could end up like the Weimar Republic or Venezuela 
  • Why is gold not going higher despite the excessive money printing. 
  • The difference between the gold and the bitcoin market and what the indicators tell us
  • Ask The Investors: Why don’t more companies issue shares when its stock trades at all-time high? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 14, 2020
TIP300: Current Market Conditions w/ Preston and Stig (Business Podcast)
00:52:38

In this episode, you'll learn:

  • Why the FED buying corporate debt is distorting the capitalist system 
  • What is the relationship between money supply, price inflation, and inflated assets
  • How to invest internationally 
  • Why European big tech companies can’t compete with US and Asia counterparts 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   
  • Subscribe to our newsletters about the current market conditions
  • Lyn Alden’s article about the stock market performance based on CAPE ratios
  • Join Preston and Stig’s investing discussions on the TIP forum
  • Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
  • Capital One. This is Banking Reimagined.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Search for The Jordan Harbinger Show on Apple Podcasts, Spotify or wherever you listen to podcasts. 
  • Move your business to the cloud with Netsuite.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 07, 2020
TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)
01:19:04

In this episode, you'll learn:

  • What is the intrinsic value of Berkshire Hathaway?
  • What is the intrinsic value of Markel? 
  • What is the competitive advantage of eBay and what is the intrinsic value? 
  • Why Spotify might be undervalued at a $30B valuation even though it’s not making any money
  • ·Ask The Investors: How are Preston and Stig managing their stock portfolios?  

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 30, 2020
TIP298: Part II - Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting (Business Podcast)
00:50:18

In this episode, you'll learn:

  • Will Berkshire Hathaway outperform S&P500? 
  • What are the inflationary and deflationary risks for Berkshire Hathaway’s capital intensive businesses?
  • Why didn’t Buffett repurchase more Berkshire Hathaway stocks so far in the corona crisis?
  • Can the US government default on its bonds? 
  • Ask The Investors: When do you sell your profitable stocks?  

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 24, 2020
TIP297: Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting Part 1 (Business Podcast)
00:57:13

In this episode, you'll learn:

  • Why did Warren Buffett sell his airline stocks? 
  • Whether Warren Buffett recommends that retail investors buy stocks now? 
  • Why Berkshire Hathaway hasn’t acted more in the financial markets during the corona crisis so far
  • How does Warren Buffett allocate capital across Berkshire Hathaway
  • Ask The Investors: What does “cash is trash” mean?

Books and resources mentioned in this episode:

  • Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   
  • Preston and Stig’s interview with Jeff Booth about inflation and deflation
  • Peter Diamandis and Steven Kotler’s book, The Future Is Faster Than You Think
  • Interview with Ray Dalio where he says that, “cash is trash
  • Follow Ray Dalio on Linkedin 
  • Preston’s tweet about the Cantillon Effect 
  • Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
  • Capital One. This is Banking Reimagined.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Solve your long list of must-reads once and for all with Blinkist.
  • Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.
  • The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! 


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 17, 2020
TIP296: Current Market Conditions 9 May 2020 (Business Podcast)
01:13:22

In this episode, you'll learn:

  • What is happening in the stock market right now
  • How Preston and Stig are positioned in the market
  • Whether the US is falling into the same liquidity trap as Japan.
  • Pros and cons of fiat currencies
  • Stock market similarities and differences to 1929
  • Ask The Investors: How do I avoid catching a falling knife


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.
  • Subscribe to our newsletters about the current market conditions
  • Link to Preston’s series of tweets that showed the momentum status on indexes
  • Yuval Noah Harari’s book, Sapiens, recommended by Guy Spier and Stig - Read reviews of this book.
  • Preston’s pitch of Biogen and Stig’s pitch of Allstate the Mastermind Meeting 4th quarter 2019.
  • Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
  • Capital One. This is Banking Reimagined.
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Solve your long list of must-reads once and for all with Blinkist.
  • Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.
  • The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today!
  • Move your business to the cloud with Netsuite

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 10, 2020
TIP295: Mohnish Pabrai on Value Investing & Philanthropy (Business Podcast)
00:52:19

In this episode, you'll learn:

  • How Mohnish Pabrai thinks about biases
  • Why and how Mohnish Pabrai uses his checklist in stock investing
  • How has the shorter tenure of stock in S&P500 made Mohnish think of compounders
  • Why Mohnish started Dakshana foundation
  • How Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 03, 2020
TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow (Business Podcast)
01:06:07

In this episode, you'll learn:

  • Why we have too much debt and not enough growth in the world
  • Why we need monetary policies deflation on a global scale
  • Why we won’t have a new Bretton Woods
  • Why technology is massive deflationary
  • Why and how to invest in businesses that have the best networking effect
  • Ask The Investors: What does the low interest rate mean to us as consumers?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 26, 2020
TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)
00:46:24

In this episode, you'll learn:

  • How to estimate the intrinsic value of Bank of America
  • How to understand bank valuations based on tangible book value
  • How to read the yield curve and what it means for profitability for banks
  • How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America
  • Ask The Investors: Why should I buy psychical gold over paper gold?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 19, 2020
TIP292: Understanding the Chinese Economy w/ Leland Miller (Business Podcast)
00:40:26

In this episode, you'll learn:

  • How the Chinese central bank operates, and which interests they have in manipulating their interest rate
  • What the real drivers behind the trade war are
  • How to understand the Chinese economy and the impact of the US and the rest of the world
  • Why China will soon grow only 1-2% annually 
  • Why the Chinese banking system prevents acute crises, but also limits growth
  • How to invest in China and to capture the premium from uncertainties

Resources mentioned


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 17, 2020
TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (Business Podcast)
00:48:47

In this episode, you'll learn:

  • What is going on behind the scenes of the FED and why they do doing swap lines with USD
  • Why Marin Katusa is bull on Equinox Gold and Liberty Gold
  • A practical guide to investing in the gold sector
  • What happened to the price of oil
  • The new relationship between, gold, USD, and the price of oil


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

  • Marin Katusa’s special offer on his exclusive newsletter for the listeners of The Investor’s Podcast including his free book
  • Marin Katusa’s website, Katusa Research  
  • Tweet directly to Marin Katusa: @MarinKatusa
  • Preston and Stig’s interview with Marin Katusa about commodities and negative interest rates
  • Gold Graph mentioned from the show
  • Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged
  • Solve your long list of must-reads once and for all with Blinkist.
  • Get the perfect package for your perfect package with Manscaped and use the code TIP.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 12, 2020
TIP290: Current Market Conditions 4 April 2020 (Business Podcast)
01:11:20

In this episode, you'll learn:

  • Understanding what is happening in the stock market right now
  • What Preston and Stig are looking at in the stock market
  • Understanding quantitative easing and FED’s balance sheet in a time of crisis
  • Understanding inflation and deflation pressures and how it impacts the economy and financial markets
  • Ask The Investors: How are options priced? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 05, 2020
TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast)
00:48:04

IN THIS EPISODE, YOU'LL LEARN:

  • The most important takeaways from Warren Buffett’s most recent letter to shareholders
  • An overview of the five major segments of Berkshire Hathway
  • What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger
  • Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio?
  • Ask The Investors: Should I as a shareholder of Berkshire Hathaway buy stocks that are already in the company’s portfolio?


BOOKS AND RESOURCES

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 29, 2020
TIP288: Current Stock Market Conditions - 2020 Crash - COVID 19 (Business Podcast)
01:10:48

In this episode, you'll learn:

  • How Preston and Stig were positioned before the stock market crashed
  • How Preston and Stig are positioning themselves today
  • Why Preston thinks we’re heading into global hyperinflation
  • Why Stig thinks that now is a good time to add to your compounders in the stock market
  • What the FED and the ECB are doing right now
  • Ask The Investors: What do you think about using put options and LEAPS given the current market conditions?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 22, 2020
TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)
00:40:10

In this episode, you'll learn:

  • Why value investors don’t understand how Warren Buffett does factor in macroeconomics events
  • The biggest misperception of dividend investing
  • How to measure value in growth
  • How to invest in companies with predictable earnings
  • Ask The Investors: How to make a living in investing when your holding period is forever?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 15, 2020
TIP286: Mastermind Discussion 1Q 2020 (Business Podcast)
01:09:24

In this episode, you'll learn:

  • What the Intrinsic value is of ExxonMobil and Etsy
  • Why Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investor
  • If ExxonMobil’s 7% dividend is sustainable
  • Why Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021
  • Ask The Investors: How do you pay yourself when your holding period is forever?


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 08, 2020
TIP285: Turning Adversity Into Advantage - Laura Huang's Edge (Business Podcast)
00:29:28

In this episode, you'll learn:

  • Why hard work is not enough to be successful, and what you can do about it
  • Know how others see you, so you can redirect them how they should see you
  • How to turn your weaknesses into assets
  • What you can learn from starting with $5 in capital 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 01, 2020
TIP284: Bitcoin - Law & Legal Implications w/ Caitlin Long (Bitcoin Podcast)
00:56:25

In this episode, you'll learn:

  • What states like Wyoming are doing to attract Bitcoin companies into the state
  • How the definition of legal tender impacts the legal treatment of Bitcoin
  • Can/would the US shut down Crypto exchanges
  • Can/would the US government ban cryptocurrencies
  • What are the new laws Secretary Mnuchin is talking about


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 23, 2020
TIP283: Commercial Real Estate Trends w/ Ian Formigle from Crowdstreet (Business Podcast)
00:45:53

In this episode, you'll learn:

  • Which trends that are important to follow in 2020 and beyond in commercial real estate
  • What the impact is of student debt on real estate in the decades to come
  • Why investors should consider purchasing multifamily assets and conservatively leverage the investment with cheap 10-year fixed-rate debt.
  • How to understand the various financing opportunities in commercial real estate
  • Understanding cycles in commercial real estate


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 16, 2020
TIP282: Novel Coronavirus (COVID-19) Economic Impact w/ Erik Townsend (Business Podcast)
00:50:12

On today’s show we talk to Erik Townsend about the potential impact of the Novel Coronavirus (COVID-19) on the global economy.

IN THIS EPISODE, YOU'LL LEARN:

  • What is the impact to the supply chain
  • What are some of the key figures we know today
  • The reflexive impact of fear on spending
  • The impact on Airlines
  • Asymptomatic transmission impacts
  • What's the good news
  • Impact for Big Pharma
  • The impact on Stocks versus bonds
  • Central Banking response
  • What's next?


BOOKS AND RESOURCES

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 12, 2020
TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)
00:56:36

In this episode, you'll learn:

  • What is the intrinsic value of Mastercard?
  • How Apple has validated that Mastercard is the payment method of the future. 
  • Why Fintech is not disrupting Mastercard but accelerating its growth
  • The risks of investing in Mastercard
  • How to understand networking effects in business
  • Ask the Investors: How many stocks should a beginning investor own? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 09, 2020
TIP280: A History of 5 US Market Crashes w/ Scott Nations (Business Podcast)
00:54:35

In this episode, you'll learn:

  • An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010
  • The similarities between the FED’s monetary policy in 1929 and today
  • How the stock market could decline by 22.6% in a single day in 1987
  • How the incentives for homeowners and investment bankers in 2008 destroyed the stock market
  • Why the next crash is going to look more like the flash crash in 2010 than any of the earlier crashes
  • Ask The Investors: How should I invest in sector ETFs? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 02, 2020
TIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)
00:57:51

IN THIS EPISODE, YOU'LL LEARN:

  • How the FED will react to a sell-off in the stock market
  • How much countries’ balance sheets can grow
  • Why the FED is committed to financing US deficits
  • Why inflation is a misunderstood concept
  • If there is a risk for the US to go into hyperinflation 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 26, 2020
TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)
01:00:31

IN THIS EPISODE, YOU'LL LEARN:

  • Why you can’t truly be a passive investor
  • Why the stock market is a better inflation hedge than gold
  • What are the differences and similarities between financial markets and the economy
  • If the US government running out of money
  • Ask The Investors: Should I invest in a leveraged ETF if I think the stock market will go up over the next few decades? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 19, 2020
TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)
00:42:28

IN THIS EPISODE, YOU'LL LEARN:

  • What is the intrinsic value of Disney
  • Why return on invested capital is so important to understand and to use
  • How to understand earnings calls
  • Ask The Investors: How do I start managing money for other people? 


BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 12, 2020
TIP276: The Euro & Its Impact On European Banking w/ Thomas Mayer (Business Podcast)
00:55:54

IN THIS EPISODE, YOU'LL LEARN:

  • Why was the euro created
  • How is the euro similar and different than the US dollar
  • Which countries benefit most from the Euro
  • Why it’s inevitable that central bank money will become digital
  • How will the Euro perform compared to the US dollar in the next recession

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 05, 2020
TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)
01:03:07

In this episode, you'll learn:

  • What is the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals
  • If Mohnish Pabrai’s newest stock pick GrafTech is a good investment
  • Why you would want to buy a put option and not write the put option when you short a stock
  • How to value a pharmaceutical company
  • Understanding the cycles in the insurance industry
  •  Ask The Investors: How do you estimate growth rates? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 29, 2019
TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)
00:33:21

In this episode, you'll learn:

  • Why the interest rates globally are headed even lower than today
  • Why the US dollar will appreciate
  • What the future relationship between interest rates and gold will be
  • Why the traditional dollar and gold relationship is no longer valid

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 22, 2019
TIP273: Billionaire Jim Simons' Quant Revolution w/ Gregory Zuckerman
00:36:48

In this episode, you'll learn:

  • How Jim Simons’ fund has performed 66% annually since 1988
  • How to make money when you’re only right 51% of the time
  • Why there are fewer inefficiencies in the market than value investors think
  • Ask The Investors: What is the difference between index funds and ETFs and what is the better investment? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 15, 2019
TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (Business Podcast)
00:47:27

In this episode, you'll learn:

  • Which major industries will be disrupted most over the next 10 years and how
  • Why we have an abundance problem rather than a scarcity problem
  • Why 89% of all genetic diseases can be cured permanently very soon
  • How long will it take before AI is much better at writing novels better than humans, and how AI can already make short films
  • Why iPhones soon will just be a pair of glasses with many more features

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 08, 2019
TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)
00:41:23

In this episode, you'll learn:

  • Why it’s so difficult to invest in mining stocks
  • How to build a relationship with the management with a small-cap company, why it might not be advantageous.
  • How to understand the market for mining royalties
  • How to estimate the intrinsic value of Altius Minerals
  • Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 01, 2019
TIP270: Jesse Itzler - NBA Owner, Entrepreneur, Best Selling Author (Business Podcast)
00:33:55

In this episode, you'll learn:

  • Why Jesse Itzler is still doing hard things when he doesn’t need to?
  • Why you need to “Say it to grow rich”
  • What surprised Jesse Itzler the most from owning a professional sports team
  • Why Jesse has hired a personal coach to learn names 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 24, 2019
TIP269: Factor Based Investing w/ Jack Vogel (Business Podcast)
00:40:16

In this episode, you'll learn:

  • What is factor investing?
  • Which factors have historically performed best?
  • Which factors perform best in bear markets?
  • Should you invest in one or multiple factors at the same time?
  • Ask The Investors: What is the Relative Strength Indicator, and how do I use it?  

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 17, 2019
TIP268: Small Cap Investing w/ David Flood (Business Podcast)
00:57:03

In this episode, you'll learn:

  • What is over the counter stocks and how to invest in them
  • What a dark stock is, and why they are mispriced
  • Why you should look for companies trading at a negative enterprise value
  • How can to build a position in companies with a market cap with less than $50M
  • Why David Flood is using Google Satellites photos in his stock research
  • Ask The Investors: Is passive investing a new bubble, and if it is how can you protect yourself?  

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 10, 2019
TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (Business Podcast)
00:47:49

In this episode, you'll learn:

  • What is the intrinsic value of First Republic Bank
  • Why First Republic Bank can be seen as a retail business with a superior franchise
  • How to value banks, and the importance of price to tangible book value
  • Which key ratios to use to evaluate performance and debt levels of banks
  • Ask The Investors: How to pick stocks when you have a full-time job

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 03, 2019
TIP266: David Stein - Key Questions & Answers to Master Investing (Business Podcast)
00:45:28

In this episode, you'll learn:

  • How to construct the optimal portfolio
  • How to determine the expected return, upside, and downside of an asset class
  • If you should ever be 100% invested in stocks?
  • Why you should consider owning more than a dozen asset classes.
  • Ask The Investors: How should I rebalance my portfolio? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 27, 2019
TIP265: Mark Yusko - The Endowment Model of Investing (Business Podcast)
00:45:58

In this episode, you'll learn:

  • How to invest link an endowment
  • Why innovation in an asset class.
  • Why portfolio construction is the most overlooked activity while security selection is the most overvalued activity
  • Why asset allocation drives returns more than security selection
  • Ask The Investors: Am I too old to start value investing? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 20, 2019
TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)
00:57:10

In this episode, you'll learn:

  • The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE
  • Why now is the time to short Vonage Holdings Corp?
  • Why activist Elliot Management is taking a position in AT&T
  • Why Stamps.com might still be undervalued after the stock just soared 60%
  • If Reliance Industries Limited is the Alibaba of India
  • Ask The Investors: How do I read the earnings statement for Berkshire Hathaway? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 13, 2019
TIP263: Commercial Real Estate Investing - w/ Ian Formigle (Business Podcast)
00:39:50

In this episode, you'll learn:

  • How to turn commercial real estate into passive income
  • Why all stock investors should consider including commercial real estate in their portfolio
  • What are the major risk factors of investing in commercial real estate?
  • What are the value drivers behind commercial real estate, and how is it different than single-family residence?
  • How commercial real estate investors take advantage of imperfect information?

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 06, 2019
TIP262: REPO Markets - What it is & What's happening (Business Podcast)
00:37:19

In this episode, you'll learn:

  • What is the REPO rate and why it’s important for you.
  • How the regulations from the 2008 financial crisis have changed the markets today
  • How to position yourself in today’s volatile financial markets
  • Why the stock market will soar and not the opposite if we experience more QE

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 29, 2019
TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast)
00:30:58

In this episode, you'll learn:

  • Understanding the drivers behind gold
  • How to combine blockchain security and gold purchase
  • Why there are different types of gold and what is ideal for you
  • The current market conditions for the gold price 

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 22, 2019
TIP260: Bitcoin Math & Value - w/ Plan B
00:41:00

In this episode, you'll learn:

  • How to value Bitcoin based on the stock to flow ratio
  • What the Bakkt exchange is and why it will change the landscape of Bitcoin
  • Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin
  • How investors should think about educating themselves about Bitcoin
  • Ask The Investors: Should I invest in China?   

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 15, 2019
TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous
00:42:40

In this episode, you'll learn:

  • Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth
  • Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more
  • Why the clearance mechanisms of central banks will ensure the fiat currency system’s survival
  • Why profitable bitcoin mining in the future won’t be using fossil fuels
  • Why Altcoins can’t compete with Bitcoin regardless of any current or future technical properties

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 07, 2019
TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
00:48:11

In this episode, you'll learn:

  • If now is a good time to short Netflix
  • How to value Netflix
  • Why value investing has been underperforming for a long period of time
  • Why the price to book is not a good indicator for outperformance 

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 01, 2019
TIP257: Small Cap Investing - w/ Eric Cinnamond
00:34:25

In this episode, you'll learn:

  • How to assess the intrinsic value of Natural Gas Services ($NGS)
  • How to assess the intrinsic value of Gencore Industries ($GENC)
  • How to assess the intrinsic value of Crimson Wine Group ($CWGL)
  • How to value a company based on high asset value
  • How to identify that you are at the trough of the cycle
  • Ask The Investors: How should I determine position sizes in my portfolio?

Resources Mentioned:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 25, 2019
TIP256: Raoul Pal - Global Financial Concerns (Business Podcast)
00:32:14

In this episode, you'll learn:

  • Why Quantitative Easing is very likely in the fourth quarter of 2019
  • The full picture of the global debt situation
  • How Central Banks are all connected
  • The outlook for Bitcoin and Gold

Resources Mentioned:

https://www.realvision.com/tv/shows/skin-in-the-game/videos/financial-engineering-unfunded-pensions-and-potential-disaster

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 18, 2019
TIP254: Value Investing w/ Bill Nygren (Business Podcast)
00:37:05

In this episode, you'll learn:

  • How to value Alphabet Inc. and why it’s undervalued
  • Why Mastercard and Netflix might be good investments
  • Why P/E is not a good indicator when comparing valuation and competitive advantage
  • How to identify a shareholder friendly management
  • Ask The Investors: What should students know about investing?

Resources discussed during the show:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 04, 2019
TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)
00:37:48

In this episode, you'll learn:

  • How to asses the intrinsic value of Bed Bath & Beyond
  • Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor 
  • How to make money in a commoditized business with no moat
  • Why Bed Bath & Beyond could be taken private
  • Ask The Investors: How do you factor in macro indicators when valuing stocks?

Resources discussed during the show:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 28, 2019
TIP252: The Bitcoin Impact w/ Trace Mayer
00:31:15

In this episode, you'll learn:

  • How to value bitcoin using the Mayer Multiple
  • Why bitcoin is about bringing trust to a new monetary system
  • How bitcoin might look in 5 years from now
  • How to think about the energy consumption of bitcoin

Resources discussed during the show:


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 21, 2019
TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)
00:41:26

In this episode, you'll learn:

  • Why we’re not a typical credit cycle.
  • The bull and bear case of commodities
  • Why the bond market should have higher yields than it has today
  • Which big tech stock to invest in and why 

Resources discussed during the show:


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 14, 2019
TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)
00:28:37

In this episode, you'll learn:

  • Michael Bloomberg’s top best advice for a successful business career
  • Michael Bloomberg’s advice to young entrepreneurs
  • What Michael Bloomberg’s childhood was like
  • How Michael Bloomberg started his own company
  • Ask The Investors: Why is inflation good if you borrow money?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 07, 2019
TIP249: The Intrinsic Value of Facebook w/ John Huber (Business Podcast)
00:43:04

In this episode, you'll learn:

  • How to estimate the intrinsic value of Facebook
  • The projection of the future growth of Facebook
  • What the main threat to Facebook is
  • How to assess the competitive situation between Google, Facebook, and Amazon
  • Ask The Investors: Is knowing how to estimate the intrinsic value of a stock enough to build a portfolio? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 30, 2019
TIP248: Mastermind Discussion 2Q 2019 (Business Podcast)
00:54:45

In this episode, you'll learn:

  • The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK
  • If I Got Games is truly as cheap as the numbers indicate
  • Whether now is the best time to short RealPage
  • If Slack has a sustainable business model
  • Why Auburn National Bancorporation is a good dividend stock with little risk
  • Ask The Investors: Which investment mistake did you make recently and why? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 23, 2019
TIP247: Legendary Investor Bill Miller (Business Podcast)
00:36:53

On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return.

In this episode, you'll learn:

  • How Bill Miller thinks about the Trade War and the implications for the stock investor
  • How Bill Miller are sizing his equity positions
  • Why Bill Miller is fully invested in stocks right now
  • Why the traditional value investing approach has been broken since the 1990s
  • Ask The Investors: How can value investors use momentum strategies? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 16, 2019
TIP246: Part 2 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)
00:40:00

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.

In this episode, you'll learn:

  • If Warren Buffett would invest in an index fund with his excess cash of more than $100B?
  • How do I decide where to start when building my circle of competences?
  • Why Warren Buffett has a different view on Corporate Governance than Corporate America
  • How Warren Buffett thinks about AI and machine learning, and if it will change the landscape of employment
  • Ask The Investors: How do I value emerging moats? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 09, 2019
TIP245: Part1 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast)
00:37:26

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.

In this episode, you'll learn:

  • Why Warren Buffett bought back more shares in Q1 2019 than all of 2018.
  • Why Warren Buffett thinks he overpaid for Kraft Heinz
  • Warren Buffett’s advice to aspiring money managers
  • What Warren Buffett thinks about his position in Apple
  • Ask The Investors: What is your opinion on leveraged buybacks?

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 02, 2019
TIP244: Bitcoin Basics w/ Leading Expert Tuur Demeester (Bitcoin Podcast)
00:43:58

During this week’s episode, Preston and Stig talk to leading crypto-expert, Tuur Demeester. Tuur is a world-renown economist and investor that focuses on Bitcoin and other blockchain technologies. During the discussion, Tuur explains some of his opinions on why some technologies and protocols.

In this episode, you'll learn:

  • Why and how Mark Zuckerberg and Jack Dorsey want to utilize the technology behind cryptocurrency
  • Why Bitcoin will prevail and remain the most valuable cryptocurrency
  • How to understand the cycles of Bitcoin
  • What the biggest risk is for Bitcoin investors

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 25, 2019
TIP243: Tobias Carlisle - Creating an ETF (Business Podcast)
00:42:35

In this episode, you'll learn:

  • What the value spread is and how to do identify it?
  • What the difference is between a mutual fund and an ETF
  • What will happen to the cheapest value stocks if the market crashed
  • What you might want to be long Fiat Chrysler and short Tesla
  • Ask The Investors: What the best value investing curriculum? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 19, 2019
TIP242: Billionaire Jack Dorsey - Lessons From Twitter and Square (Business Podcast)
00:35:20

In this episode, you'll learn:

  • How and why Twitter and Square was founded
  • How Jack thinks about the future of payment processing with Square
  • Why you should invest in megatrends, and which mega trend to follow if you invest in consumer internet 
  • The two main lessons Jack learned from founding twitter
  • Ask The Investors: Do you invest your monthly cash flow or do you invest a few times per year? 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 12, 2019
TIP241: Value Investing w/ Mohnish Pabrai (Business Podcast)
00:45:27

IN THIS EPISODE, YOU'LL LEARN

  • How Mohnish Pabrai is reading Warren Buffett’s letters to shareholders
  • Who is Mohnish Pabrai cloning?
  • How Mohnish Pabrai is evaluating the performance of his investments
  • Why Mohnish Pabrai will never own an insurance company again
  • Ask The Investors: How do you determine the expected future growth of a company

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 05, 2019
TIP240: Investing in Fine Art Like a Stock w/ Scott Lynn (Business Podcast)
00:22:39

In this episode, you'll learn:

  • The bull and bear thesis behind investing in fine art
  • The key metrics behind valuing fine art
  • If fine art has a place in your portfolio
  • Why art by great artists might be value traps
  • How the ultra rich are moving the market 

BOOKS AND RESOURCES MENTIONED IN THIS EPISODE

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 28, 2019
TIP239: Commercial Real Estate Investing w/ Ian Formigle
00:36:33

In this episode, you'll learn:

  • What an opportunity zone is and how to value them
  • How to understand the importance of the interest rate in commercial real estate.
  • How to diversify in commercial real estate
  • How to take an index approach in real estate investingmarket

Important Links:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 21, 2019
TIP238: NetSuite Founder Evan Goldberg (Business Podcast)
00:30:15

In this episode, you'll learn:

  • How and why you want to pivot your company
  • Which skills you need to acquire while you grow with your company
  • How and why you should keep looking for the right mentors throughout your life
  • How Evan Goldberg started an accounting company without reading an accounting book 


Resources mentioned during the show:


Watch the video of the live interview at:

Preston's Youtube Channel

Stig's Youtube Channel

TIP238 Show Notes at The Investor's Podcast Website

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 14, 2019
TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast)
00:28:23

In this episode, you'll learn:

  • How to factor disruption technologies into your investment thesis
  • How to locate an emerging moat for a business
  • Why we should evaluate our stock performance using stress adjusted returns
  • How to read Warren Buffett’s letters to shareholders
  • Ask The Investors: How do I choose the best stock broker? 

Resources mentioned during the show:


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 07, 2019
TIP236: Momentum Indicators for the 2nd Quarter 2019 w/ Dr. Richard Smith (Business Podcast)
00:24:59

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 31, 2019
TIP235: Gold Miners and Other Commodity Companies w/ Marin Katusa (Business Podcast)
00:32:37

In this episode, you'll learn:

  • How to pick small gold stocks that are most likely to be bought out by large competitors
  • How to analyze and pick gold stocks
  • How to analyze and conclude on the current state of the gold industry
  • How and why you can be paid twice with a private placement investment

Important Links:

  • Marin Katusa’s special offer for the listeners of The Investor’s Podcast including his free book
  • Marin Katusa’s free research report exclusively for the listeners of The Investor’s Podcast
  • Marin Katusa’s website, Katusa Research  
  • Tweet directly to Marin Katusa: @MarinKatusa
  • Solve your long list of must-reads once and for all with Blinkist.
  • Find the best job candidate at Ziprecruiter.
  • Refinance your student loan with First Republic.
  • Move your business to the cloud with Netsuite.
  • Watch Billions only at STAN.
  • Simplify writing for you and your team with Grammarly.
  • Join Stig and Evan Goldberg at the SuiteWorld Conference this April 2019 + Get to meet and greet Stig afterwards! Learn more here.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 24, 2019
TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)
01:00:04

In this episode, you'll learn:

  • If Bed Bad & Beyond is finally trading at a good price for value investors
  • Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices. 
  • Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company 
  • If Microsoft is a good defensive investment in an overvalued market 

Important Links:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 17, 2019
TIP233: Dr. Jim Rickards - Central Banks, QT, QE, & the FFR (Business Podcast)
00:41:35

On today's show, we talk to Dr. James Rickards about central banks and their impact on financial markets.  

In this episode, you'll learn:

  • How and why the FED is preparing for the next recession
  • How the Fed Chairman is signaling to the market what he plans to do.
  • Why having a strong dollar is currently the least bad economic policy
  • Why the world is currently dependent on the US dollar, and how a new system is built not to include it
  • What happens if the stock market is made up by passive investors and the computers make the decisions

Important Links:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 10, 2019
TIP232: Billionaire Stanley Druckenmiller Lessons (Business Podcast)
00:30:10

On today's show, we learn valuable investing lessons from legend Stanley Druckenmiller.

In this episode, you'll learn:

  • Why Stanley Druckenmiller makes many small bets in the market if he had a down year
  • Stanley Druckenmiller’s thoughts on the optimal Monetary Policy
  • Why price signals from the market is no longer a good predictor in the stock market 
  • The Investor’s Podcast: Why are Hedge Fund managers celebrated when Mutual Fund managers are not


Important Links:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 03, 2019
TIP231: The Mind Of A World Poker Champion w/ Annie Duke (Business Podcast)
00:33:06

On today's show, we talk to World Poker Champion, Annie Duke, about how she thinks in bets.  

In this episode, you'll learn:

  • Why we should make decisions the same way as making bets
  • How to separate the decision and the result and why it’s important
  • Why it makes sense to offer the right person $30,000 to spend 30 days in Des Moines (seriously!)
  • How to seek the truth together as a group

Important Links:

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 24, 2019