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We Study Billionaires - The Investor’s Podcast Network
By The Investor's Podcast Network
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.
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.
Title
Progress
Duration
Release Date
Rate
TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
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 metricsinwealth 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] (https://ensemblecapital.com/)
---EnsembleCapital’s [educational blog] (https://intrinsicinvesting.com/)
---EnsembleCapital’s [Twitter] (https://twitter.com/IntrinsicInv)
---Subscribe to " [Real Vision: Finance, Business & Global Economy] (https://www.realvision.com/podcast) ” 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] (http://toptradersunplugged.com/tip) .
---Make hiring efficient and effective. Get a quality candidate within the first day with [ZipRecruiter] (https://www.ziprecruiter.com/investors) .
---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] (https://www.theinvestorspodcast.com/blockfi) to start earning today.
---Protect your online activity TODAY with [ExpressVPN] (http://expressvpn.com/tip) , the VPN rated #1 by CNET and Wired.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/)
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/)
18 Oct 2020
59 MINS
59:30
18 Oct 2020
TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)
In this episode, you'll learn:
---The relationship between the velocity of money andliquidity
---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 instocks?
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
---Preston and Stig’s podcast episode on [Common Stocks and Uncommon Profits] (https://www.theinvestorspodcast.com/episodes/common-stocks-uncommon-profits-philip-fisher/)
---Preston and Stig’s podcast episode on [Margin of Safety] (https://www.theinvestorspodcast.com/episodes/margin-of-safety-summary/)
---Preston and Stig’s podcast episode on [Stock Market Wizards] (https://www.theinvestorspodcast.com/episodes/jack-schwager-stock-market-wizards/)
---Alan Blinder’s book, [The Anatomy of Double-Digit Inflation in the 1970s] (https://www.nber.org/chapters/c11462.pdf)
---Mike Green’s company, [Logica Funds] (https://www.logicafunds.com/)
---Connect with [Mike Green on Twitter] (https://twitter.com/profplum99?lang=en)
---Insider Buying and Selling Website Preston mentioned, [https://www.insidearbitrage.com/] (https://www.insidearbitrage.com/)
---Subscribe to " [Real Vision: Finance, Business & Global Economy] (https://www.realvision.com/podcast) ” on Apple Podcasts, Spotify or wherever you listen to podcasts.
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---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] (https://www.theinvestorspodcast.com/blockfi) to start earning today.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
11 Oct 2020
1 HR 01 MINS
1:01:24
11 Oct 2020
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
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] (https://www.theinvestorspodcast.com/episodes/tip289-intrinsic-value-assessment-for-berkshire-hathaway-w-jake-taylor/)
---The Investor Podcast Network’s interview with Jake Taylor on, [The Rebel Allocator] (https://www.theinvestorspodcast.com/the-good-life/tgl004-life-lessons-from-legendary-investors-with-jacob-taylor/)
---Jake Taylor’s book, [The Rebel Allocator – Read reviews of this book] (https://amzn.to/3cUeuwz)
---Jake Taylor’s [letters to his clients] (https://orphanira.com/writings/) .
---Tweet directly to [Jake Taylor] (https://twitter.com/farnamjake1) .
---Email Jake Taylor at: fivegoodquestions @ gmail.com
---Check out the [momentum tool] (https://www.theinvestorspodcast.com/tip-finance/) 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] (https://www.theinvestorspodcast.com/email-list/) about the current market conditions
---Investing in the important COVID-19 vaccine that MigVax is doing with [OurCrowd] (https://info.ourcrowd.com/study/) .
---Train your nervous system to be more resilient to stress with [Apollo Neuro] (https://www.theinvestorspodcast.com/apollo) . 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] (https://www.theinvestorspodcast.com/blockfi) to start earning today.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
04 Oct 2020
49 MINS
49:47
04 Oct 2020
TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)
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] (https://www.theinvestorspodcast.com/tip-finance/) 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] (https://www.theinvestorspodcast.com/email-list/) about the current market conditions
---Preston and Stig’s interview with [Bill Nygren about Bank of America] (https://www.theinvestorspodcast.com/episodes/tip293-intrinsic-value-assessment-of-bank-of-america-w-bill-nygren/)
---Preston and Stig’s latest discussion about the [Current Market Conditions] (https://www.theinvestorspodcast.com/episodes/current-market-conditions-w-preston-and-stig-july-2020/)
---Rich Shaner’s analysis of [international stock markets] (https://alphaarchitect.com/2020/09/10/can-we-use-the-shiller-cape-ratio-to-forecast-country-returns/)
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Make hiring efficient and effective. Get a quality candidate within the first day with [ZipRecruiter] (https://www.ziprecruiter.com/investors) .
---Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with [Masterworks] (https://www.masterworks.io/) . Use promo code WSB to skip the 70,000 waitlist to get first dibs. ( [Important Disclaimer] (http://masterworks.io/disclaimer) )
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
27 Sep 2020
47 MINS
47:06
27 Sep 2020
TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
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] (https://katusaresearch.com/TIP) for the listeners of The Investor’s Podcast
---Marin Katusa’s free research on his website, [Katusa Research] (https://katusaresearch.com/)
---Tweet directly to Marin Katusa: [@MarinKatusa] (https://twitter.com/MarinKatusa)
---Enjoy better health and peak performance with [Athletic Greens] (https://www.theinvestorspodcast.com/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] (http://toptradersunplugged.com/tip) .
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
20 Sep 2020
45 MINS
45:17
20 Sep 2020
TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Busin...
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] (https://www.theinvestorspodcast.com/episodes/ray-dalio-principles/)
---Preston and Stig’s review of Ray Dalio’s book, [Big Debt Crises] (https://www.theinvestorspodcast.com/episodes/tip224-ray-dalio-book-big-debt-crises/)
---Preston and Stig’s review of Peter Theil’s book, [From Zero to One] (https://www.theinvestorspodcast.com/episodes/ep7-peter-thiels-book-zero-to-one/) .
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Train your nervous system to be more resilient to stress with [Apollo Neuro] (https://www.theinvestorspodcast.com/apollo) . Get 15% off your purchase today.
---Make hiring efficient and effective. Get a quality candidate within the first day with [ZipRecruiter] (https://www.ziprecruiter.com/investors) .
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . This is Banking Reimagined. What’s in your wallet?
---Protect your online activity TODAY with [ExpressVPN] (http://expressvpn.com/tip) , 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
---Enjoy Dedicated Account Management Support from [Telstra] (https://www.telstra.com.au/small-business) , now with messaging, for every business.
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
13 Sep 2020
46 MINS
46:52
13 Sep 2020
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
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] (https://creditwritedowns.com/) .
---Watch Edward Harrison on [Real Vision TV] (https://www.realvision.com/tv/home) and listen to his podcast
---Tweet directly to [Edward Harrison] (https://twitter.com/edwardnh)
---Enjoy better health and peak performance with [Athletic Greens] (https://www.theinvestorspodcast.com/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] (http://toptradersunplugged.com/tip) .
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Make hiring efficient and effective. Get a quality candidate within the first day with [ZipRecruiter] (https://www.ziprecruiter.com/investors) .
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . This is Banking Reimagined. What’s in your wallet?
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
06 Sep 2020
58 MINS
58:02
06 Sep 2020
TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)
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
---Preston and Stig’s interview with John Huber about the [intrinsic value of Facebook] (https://www.theinvestorspodcast.com/episodes/tip249-the-intrinsic-value-of-facebook-w-john-huber/)
---John Huber’s company, [Saber Capital] (http://sabercapitalmgt.com/)
---John Huber’s [value investing blog] (http://sabercapitalmgt.com/saber-notes/)
---Preston and Stig’s free [value investing forum] (https://www.theinvestorspodcast.com/forum/)
---Jeremy Siegel’s, [Stock for the long run – Read reviews of this book] (https://amzn.to/3jraMwh)
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with [Masterworks] (https://www.masterworks.io/) . Use promo code WSB to skip the 70,000 waitlist to get first dibs. ( [Important Disclaimer] (http://masterworks.io/disclaimer) )
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Enjoy better health and peak performance with [Athletic Greens] (https://www.theinvestorspodcast.com/greens) , your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!
---Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with [Breezeful] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (https://www.cmcmarkets.com/en/) .
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
30 Aug 2020
1 HR 06 MINS
1:06:23
30 Aug 2020
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
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
---Preston and Stig’s [interview with Luke Gromen and Grant Williams] (https://www.theinvestorspodcast.com/episodes/tip301-grant-williams-luke-gromen-talk-global-macro-economics/) about global macro
---Preston and Stig’s [interview with Lyn Alden] (https://www.theinvestorspodcast.com/episodes/tip303-investing-during-chaos-w-lyn-alden/) about global macro
---Contact Lyn Alden on [Twitter] (https://twitter.com/LynAldenContact)
---Lyn Alden’s [website] (https://www.lynalden.com/)
---Jeff Booth’s book, [The Price of Tomorrow – Read reviews of this book] (https://amzn.to/2E7KzEe)
---Tweet directly to [Jeff Booth] (https://twitter.com/JeffBooth)
---Luke Gromen’s book, [Mr. X interviews – Read reviews of this book] (https://amzn.to/2EqGlqM)
---Luke Gromen’s website, [The Forrest for the Trees] (https://fftt-llc.com/index.php/)
---Tweet directly to [Luke Gromen] (https://twitter.com/LukeGromen?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor)
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Train your nervous system to be more resilient to stress with [Apollo Neuro] (https://www.theinvestorspodcast.com/apollo) . Get 15% off your purchase today.
---Find the suit that fits you perfectly while staying within the comforts of your home with [Indochino] (http://indochino.com/) . Use promo code: INVESTORS
---Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with [Breezeful] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (https://www.cmcmarkets.com/en/) .
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
23 Aug 2020
1 HR 33 MINS
1:33:40
23 Aug 2020
TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)
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] (https://www.theinvestorspodcast.com/tip-finance/)
---Mastermind Discussion [Q2 2020] (https://www.theinvestorspodcast.com/episodes/tip299-mastermind-discussion-2q-2020/)
---Preston and Stig’s FREE resource, [Intrinsic Value Index] (https://www.theinvestorspodcast.com/intrinsic-value-index/)
---Subscribe to Preston and Stig’s [FREE Intrinsic Value Assessments] (https://www.theinvestorspodcast.com/email-list/)
---Database with super investors’ investments, [Dataroma] (https://www.dataroma.com/m/home.php)
---Tobias Carlisle’s podcast, [The Acquires Podcast] (https://acquirersmultiple.com/podcast/)
---Tobias Carlisle’s ETF, [ZIG] (https://www.acquirersfund.com/)
---Tobias Carlisle’s ETF, [Deep] (https://www.etf.com/DEEP)
---Hari’s Blog: [BitsBusiness.com] (https://twitter.com/harirama)
---Tweet directly to [Hari] (https://twitter.com/harirama)
---Tobias Carlisle’s Acquirer’s Multiple stockscreener: [AcquirersMultiple.com] (https://acquirersmultiple.com/?ref=5)
--- [Magic Spoon] (http://magicspoon.com/WSB) . 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] (http://mutualmobile.link/billionaires) .
---Protect your online activity TODAY with [ExpressVPN] (http://expressvpn.com/tip) , 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] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (https://www.cmcmarkets.com/en/) .
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
16 Aug 2020
1 HR 02 MINS
1:02:07
16 Aug 2020
TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)
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] (https://www.linkedin.com/in/ianformigle/)
---Ian Formigle’ company, [CrowdStreet] (https://www.crowdstreet.com/)
---CrowdStreet’s free [Educational Material] (https://www.crowdstreet.com/get-started-with-crowdstreet/)
---Learn from Ian Formigle directly on [StreetBeats] (https://www.crowdstreet.com/resources/)
---Ian Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book
---Preston and Stig’s previous interview with IanFormigleabout [Commercial Real Estate Trends] (https://www.theinvestorspodcast.com/episodes/tip283-commercial-real-estate-trends-w-ian-formigle-from-crowdstreet/) .
---Preston and Stig’s previous interview with IanFormigleabout stock investors [including real estate in their portfolio] (https://www.theinvestorspodcast.com/episodes/tip263-commercial-real-estate-investing-w-crowdstreets-ian-formigle/)
---Preston and Stig’s previous interview with IanFormigleabout [Commercial Real Estate] (https://www.theinvestorspodcast.com/episodes/commercial-real-estate-investing-ian-formigle-crowdstreet/)
---Enjoy better health and peak performance with [Athletic Greens] (https://www.theinvestorspodcast.com/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] (https://www.brooklinen.com/) . Use promo code INVESTORS.
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with [Breezeful] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (https://www.cmcmarkets.com/en/) .
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
08 Aug 2020
53 MINS
53:07
08 Aug 2020
TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)
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] (https://www.toptradersunplugged.com/tip)
---Listen to Niels Kaastrup-Larsen’s popular podcast, [Top Traders Unplugged] (https://link.chtbl.com/TIPxTTU)
---Niels Kaastrup-Larsen’s interview episode with Preston about [the failure of the dollar] (https://link.chtbl.com/PrestonPyshonTTU)
---How much [DUNN Capital] (https://dunncapital.com/) has outperformed the S&P500 since 1974
---CME group white paper [Lintner Revisited] (https://www.cmegroup.com/education/articles-and-reports/lintner-revisited-a-quantitative-analysis-of-managed-futures-for-plan-sponsors.html)
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Investing in the important COVID-19 vaccine that MigVax is doing with [OurCrowd] (https://info.ourcrowd.com/study/) .
---Find the suit that fits you perfectly while staying within the comforts of your home with [Indochino] (http://indochino.com/) . Use promo code: INVESTORS
---Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with [Breezeful] (http://breezeful.com/tip) . Plus, get a $100 Amazon.ca gift card at your closing.
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . 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] (https://www.cmcmarkets.com/en/) .
---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
02 Aug 2020
45 MINS
45:52
02 Aug 2020
TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)
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
---Preston and Stig’sinterview with Cullen Rocheabout [contrarian investing] (https://www.theinvestorspodcast.com/episodes/tip278-cullen-roche/)
---Cullen Roche’s website, [Pragmatic Capitalism] (https://www.pragcap.com/)
---Tweet directly to [Cullen Roche] (https://twitter.com/cullenroche)
--- [Magic Spoon] (http://magicspoon.com/WSB) . Healthy cereal that tastes too good to be true. Use promo code: WSB to enjoy free shipping.
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
--- [Capital One] (https://www.theinvestorspodcast.com/tipcapitalone) . This is Banking Reimagined. What’s in your wallet?
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
25 Jul 2020
55 MINS
55:03
25 Jul 2020
TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)
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
---Sturgeon Capital’s [website] (https://www.sturgeoncapital.com/)
---Learn more about Sturgeon Capital’s [Uzbekistan Growth Equity Fund] (https://www.sturgeoncapital.com/funds/uzbekistan-growth-equity-fund/)
---Tweet directly to [Sturgeon Capital] (https://twitter.com/sturgeoncapital?lang=en)
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Write like a pro with advanced real-time feedback with [Grammarly Premium] (http://grammarly.com/tip) .
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Accelerate your success in business and life with [The Deal with Danny Brown] (https://podcasts.apple.com/us/podcast/the-deal-with-danny-brown/id1456674115) .
---Support our free podcast by supporting our [sponsors] (https://www.theinvestorspodcast.com/sponsors/) .
19 Jul 2020
43 MINS
43:37
19 Jul 2020
TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podc...
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:
--- [Market Wizards Books] (https://amzn.to/2WcfFA9) by Jack Schwagger
--- [George Gammon's] (https://www.georgegammon.com) Website
--- [George Gammon's] (https://twitter.com/GeorgeGammon?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) twitter
--- [Jeff Snyder] (https://twitter.com/jeffsnider_aip?lang=en) twitter
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Investing in the important COVID-19 vaccine that MigVax is doing with [OurCrowd] (https://info.ourcrowd.com/study/) .
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Find the suit that fits you perfectly while staying within the comforts of your home with [Indochino] (http://indochino.com/) . Use promo code: INVESTORS
12 Jul 2020
44 MINS
44:02
12 Jul 2020
TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)
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 21stcentury are different than in the 20thcentury
---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
---Check out the [momentum tool] (https://www.theinvestorspodcast.com/tip-finance/) 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] (https://www.theinvestorspodcast.com/email-list/) about the current market conditions
---Preston and Stig’s [interview with Lyn Alden] (https://www.theinvestorspodcast.com/episodes/tip303-investing-during-chaos-w-lyn-alden/) about investing in chaotic times.
---Preston and Stig’s [interview with Jeff Booth] (https://www.theinvestorspodcast.com/episodes/jeff-booth-the-price-of-tomorrow-podcast/) about inflationary and deflationary forces
---Preston and Stig’s [interview with Bill Nygren] (https://www.theinvestorspodcast.com/episodes/tip293-intrinsic-value-assessment-of-bank-of-america-w-bill-nygren/) about Bank of America
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
---Follow Silicon Valley’s Favorite Tech News Podcast, [Techmeme RideHome] (https://www.ridehome.info/podcast/techmeme-ride-home/) .
---Write like a pro with advanced real-time feedback with [Grammarly Premium] (http://grammarly.com/tip) .
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
05 Jul 2020
57 MINS
57:13
05 Jul 2020
TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)
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
---Contact Lyn Alden on [Twitter] (https://twitter.com/LynAldenContact)
---Lyn Alden’s [website] (https://www.lynalden.com/)
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
---Learn more about different stories in the world of IP with [StrokeofGenius Season 3] (http://ipoef.org/) .
27 Jun 2020
57 MINS
57:29
27 Jun 2020
TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (...
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] (https://ensemblecapital.com/)
---EnsembleCapital’s [educational blog] (https://intrinsicinvesting.com/)
---EnsembleCapital’s [Twitter] (https://twitter.com/IntrinsicInv)
---Move your business to the cloud with [Netsuite] (http://www.netsuite.com/tip) .
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Have everything you need to live your most comfortable life with [Brooklinen] (https://www.brooklinen.com/) . Use promo code INVESTORS.
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
---Follow Silicon Valley’s Favorite Tech News Podcast, [Techmeme RideHome] (https://www.ridehome.info/podcast/techmeme-ride-home/) .
---Get a free consultation for your design or development needs with [Mutual Mobile] (http://mutualmobile.link/billionaires) .
21 Jun 2020
1 HR 04 MINS
1:04:07
21 Jun 2020
TIP301: Grant Williams & Luke Gromen Talk Global Macro Economics (Business Podcast)
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
---Preston and Stig’s previous interview with Luke Gromen about the [Stock Market Melt-up] (https://www.theinvestorspodcast.com/episodes/tip279-stock-market-melt-up-w-luke-gromen/)
---Luke Gromen’s website, [The Forrest for the Trees] (https://fftt-llc.com/index.php/)
---Tweet directly to [Luke Gromen] (https://twitter.com/LukeGromen?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor)
---Tweet directly to [Grant Williams] (https://twitter.com/ttmygh?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor)
---Grant William’s [website] (https://ttmygh.com/)
---Preston and Stig’s episode on William Thorndike’s book, [The Outsiders] (https://www.theinvestorspodcast.com/episodes/the-outsiders-8-unconventional-ceos/)
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) .
---Write like a pro with advanced real-time feedback with [Grammarly Premium] (http://grammarly.com/tip) .
---Investing in the important COVID-19 vaccine that MigVax is doing with [OurCrowd] (https://info.ourcrowd.com/study/) .
14 Jun 2020
1 HR 16 MINS
1:16:05
14 Jun 2020
TIP300: Current Market Conditions w/ Preston and Stig (Business Podcast)
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] (https://www.theinvestorspodcast.com/tip-finance/) 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] (https://www.theinvestorspodcast.com/email-list/) about the current market conditions
---Lyn Alden’s article about the stock market performance based on [CAPE ratios] (https://www.lynalden.com/shiller-pe-cape-ratio/)
---Join Preston and Stig’s investing discussions on the [TIP forum] (https://www.theinvestorspodcast.com/forum/) .
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
--- [Ca] (https://www.capitalone.com/) [pital One.] (https://www.theinvestorspodcast.com/tipcapitalone) This is Banking Reimagined.
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Search for [The Jordan Harbinger Show] (http://jordanharbinger.com/subscribe) on Apple Podcasts, Spotify or wherever you listen to podcasts.
---Move your business to the cloud with [Netsuite] (http://www.netsuite.com/tip) .
07 Jun 2020
52 MINS
52:38
07 Jun 2020
TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)
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
---Preston and Stig’s tool for stock selection and determining the momentum of all US stocks and ETFs, [TIP Finance] (https://www.theinvestorspodcast.com/tip-finance/)
---Mastermind Discussion [Q1 2020] (https://www.theinvestorspodcast.com/episodes/tip286-mastermind-discussion-1st-quarter-2020/)
---Preston and Stig’s FREE resource, [Intrinsic Value Index] (https://www.theinvestorspodcast.com/intrinsic-value-index/)
---Subscribe to Preston and Stig’s [FREE Intrinsic Value Assessments] (https://www.theinvestorspodcast.com/email-list/)
---Database of what super investors’ invest in, [Dataroma] (https://www.dataroma.com/m/home.php)
---Tobias Carlisle’s [talk at Google] (https://www.youtube.com/watch?v=1r1vJZ80Z7I)
---Tobias Carlisle’s podcast, [The Acquires Podcast] (https://acquirersmultiple.com/podcast/)
---Tobias Carlisle’s ETF, [ZIG] (https://www.acquirersfund.com/)
---Tobias Carlisle’s book, [The Acquirer's Multiple - read reviews of this book] (https://www.amazon.com/gp/product/0692928855/ref=as_li_qf_sp_asin_il_tl?ie=UTF8&tag=pypull-20&camp=1789&creative=9325&linkCode=as2&creativeASIN=0692928855&linkId=38f626c7d82fb952b828fc52a34718db)
---Tweet directly to [Tobias Carlisle] (https://twitter.com/Greenbackd)
---Hari's Blog: [BitsBusiness.com] (http://bitsbusiness.com)
---Tweet directly to [Hari] (https://twitter.com/harirama)
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
---Experience savings in your shipping cost with [Pitney Bowes SendPro] (http://www.pb.com/tip) .
---Search for [The Jordan Harbinger Show] (http://jordanharbinger.com/subscribe) on Apple Podcasts, Spotify or wherever you listen to podcasts.
--- [Ca] (https://www.capitalone.com/) [pital One.] (https://www.theinvestorspodcast.com/tipcapitalone) This is Banking Reimagined.
---Earn unlimited 1% cash back with [Radius Bank] (https://go.radiusbank.com/tip/) . Get a $50 sign on bonus with promo code “TIP”.
30 May 2020
1 HR 19 MINS
1:19:04
30 May 2020
TIP298: Part II - Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting (Business Podcas...
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
---Check out the [momentum tool] (https://www.theinvestorspodcast.com/tip-finance/) 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 first episode about the [2020 Berkshire Hathaway Shareholder’s Meeting] (https://www.theinvestorspodcast.com/episodes/tip297-warren-buffett-and-the-2020-berkshire-hathaway-shareholders-meeting-part-1/)
---Preston and Stig’s interview with Jake Taylor about the [Intrinsic Value of Berkshire Hathaway] (https://www.theinvestorspodcast.com/episodes/tip289-intrinsic-value-assessment-for-berkshire-hathaway-w-jake-taylor/) .
---Ray Dalio’s [article about currencies] (https://www.linkedin.com/pulse/changing-value-money-ray-dalio/)
--- [BRK Versus SP500 Chart] (https://www.theinvestorspodcast.com/episodes/tip298-warren-buffett-2020-shareholders-meeting/) that Preston was talking about during the show
---Discover [CMC Markets] (http://www.cmcmarkets.com/) , the ultimate platform for online trading on mobile and desktop.
--- [Ca] (https://www.capitalone.com/) [pital One.] (https://www.theinvestorspodcast.com/tipcapitalone) This is Banking Reimagined.
---Get a FREE book on how to systematically identify and follow market trends with [Top Traders Unplugged] (http://toptradersunplugged.com/tip) .
---Have everything you need to live your most comfortable life with [Brooklinen] (https://www.brooklinen.com/) . Use promo code INVESTORS.
---The brand new season of Billions is now streaming only on [Stan] (https://www.stan.com.au/) . Start your 30 day free trial today!
---Search for [The Jordan Harbinger Show] (http://jordanharbinger.com/subscribe) on Apple Podcasts, Spotify or wherever you listen to podcasts.
24 May 2020
50 MINS
50:18
24 May 2020