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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.

 

#312

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/) ---Support 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. --- [Capital One] (https://www.capitalone.com/bank/) . This is Banking Reimagined. What’s in your wallet? ---Solve your long list of must-reads once and for all with [Blinkist] (http://www.blinkist.com/billionaire) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ... Read more

08 Aug 2020

53 MINS

53:07

08 Aug 2020


#311

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) --- [Capital One] (https://www.capitalone.com/bank/) . This is Banking Reimagined. What’s in your wallet? ---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 ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ... Read more

02 Aug 2020

45 MINS

45:52

02 Aug 2020


#310

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.capitalone.com/bank/) . This is Banking Reimagined. What’s in your wallet? ... Read more

25 Jul 2020

55 MINS

55:03

25 Jul 2020


#309

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) . ... Read more

19 Jul 2020

43 MINS

43:37

19 Jul 2020


#308

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 ... Read more

12 Jul 2020

44 MINS

44:02

12 Jul 2020


#307

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) . ... Read more

05 Jul 2020

57 MINS

57:13

05 Jul 2020


#306

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/) . ... Read more

27 Jun 2020

57 MINS

57:29

27 Jun 2020


#305

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) . ... Read more

21 Jun 2020

1 HR 04 MINS

1:04:07

21 Jun 2020


#304

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/) . ... Read more

14 Jun 2020

1 HR 16 MINS

1:16:05

14 Jun 2020


#303

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) . ... Read more

07 Jun 2020

52 MINS

52:38

07 Jun 2020


#302

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”. ... Read more

30 May 2020

1 HR 19 MINS

1:19:04

30 May 2020


#301

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. ... Read more

24 May 2020

50 MINS

50:18

24 May 2020