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We Study Billionaires - The Investor’s Podcast Network podcast

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 100,000,000+ downloads and is hosted by Stig Brodersen, Trey Lockerbie, and Clay Finck. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life. And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit [theinvestorspodcast.com] (http://theinvestorspodcast.com/) or subscribe to our free daily newsletter [here] (https://www.theinvestorspodcast.com/westudymarkets) .

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 100,000,000+ downloads and is hosted by Stig Brodersen, Trey Lockerbie, and Clay Finck. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life. And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit [theinvestorspodcast.com] (http://theinvestorspodcast.com/) or subscribe to our free daily newsletter [here] (https://www.theinvestorspodcast.com/westudymarkets) .

 

#677

TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood

Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia. Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s markets on our current market outlook, and more. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:45 - How markets from the 1800’s can inform how we view our market today. 13:27 - How the frauds of today like FTX draw similarities to frauds of the past. 31:00 - How the crypto market resembles the early days of the stock market. 40:32 - Why market regulations developed in the US. 54:10 - Where the term “bankruptcy” comes from. 55: 30 - Other fascinating facts and stories from the past. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Investor Amnesia [Website] (https://investoramnesia.com/) . ---Sunday Reads [Blog] (https://investoramnesia.com/category/sunday-reads/) . ---Jamie Catherwood's [Twitter] (https://twitter.com/investoramnesia) . ---Osam Paper on [The Great Inflation] (https://osam.com/Commentary/the-great-inflation-factors-and-stock-returns) . ---Trey Lockerbie's [Twitter] (https://twitter.com/treylockerbie) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Help companies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

Yesterday

1 HR 06 MINS

1:06:56

Yesterday


#676

BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)

Preston Pysh is joined by Bitcoin Lightning expert Justin Rezvani. Justin is a Forbes 30 under 30 and has some fascinating stories as a tech entrepreneur. Justin discusses how he sees the creator economy evolving with immediate settlement happening on the Lightning Network, and how people are going to be compensated for holding their own data and content instead of the big platform owners. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:15 - Justin's background as an entrepreneur. 01:20 - Justin's advice for young entrepreneurs. 06:46 - How Justin found Bitcoin. 06:46 - Justin's new application, Zion, and how it fits into decentralized social media. 09:52 - How Justin became familiar with the Lightning Network. 11:50 - Justin's opinions about the Creator Economy at large. 26:28 - Decentralized Web Nodes and Web 5. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES --- [Justin's Twitter Account] (https://twitter.com/justinrezvani) . ---Justin's Social Application: [Zion] (https://www.zion.fyi/) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Help companies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

01 Feb 2023

56 MINS

56:23

01 Feb 2023


#675

TIP519: The Education of a Value Investor by Guy Spier

Clay reviews Guy Spier’s book, The Education of a Value Investor. Guy Spier is a renowned hedge fund manager who has beaten the S&P 500 by almost 250 percentage points since launching the Aquamarine Fund in 1997. He has also been a guest on We Study Billionaires several times, including episode #14 released all the way back in 2014. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Guy’s story and background, and the critical mistakes he learned from the journey. 06:39 - How studying Tony Robbins and Warren Buffett changed his life. 19:48 - How writing handwritten letters helped Guy forge and develop extremely valuable and fulfilling relationships. 23:20 - What led Guy to purchase a charity lunch with Warren Buffett. 43:54 - What he learned from experiencing the great financial crisis as a fund manager. 51:45 - Why Guy values fulfillment and a life well-lived over money. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Tune into the recent We Study Billionaires episode covering [The Dhandho Investor by Mohnish Pabrai] (https://link.chtbl.com/WSB517) or watch the [video] (https://youtu.be/ZMLVpKDYheY) . ---Learn how to value a company by tuning into our review of [The Little Book of Valuation by Aswath Damodaran] (https://link.chtbl.com/WSB515) or watch the [video] (https://youtu.be/nkEJCtf5PLo) . ---Related Episode: Listen to [Guy Spier, The Education of a Value Investor–TIP014] (https://link.chtbl.com/WSB014) or watch the [video] (https://youtu.be/cN0YjQDyd1Y) . ---Related Episode: Listen to [Investing and Life Masterclass w/ Guy Spier–TIP414] (https://link.chtbl.com/WSB414) or watch the [ video] (https://youtu.be/ZpMdI1YXT0I) . ---Related Episode: Listen to [How to Build Enduring Wealth w/ Guy Spier–RWH009] (https://link.chtbl.com/RWH009) or watch the [video] (https://www.theinvestorspodcast.com/richer-wiser-happier/how-to-build-enduring-wealth-w-guy-spier/) . ---Guy Spier’s book: [The Education of a Value Investor] (https://www.amazon.com/Education-Value-Investor-Transformative-Enlightenment-ebook/dp/B00KF2JU2W?crid=1P5S30N95KAWL&keywords=guy+spier&qid=1674241969&sprefix=guy+spier%2Caps%2C117&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=2ff1eb044741acf63dec3ee02a23ef1f&language=en_US&ref_=as_li_ss_tl) . ---William Green’s book: [Richer, Wiser, Happier] (https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors-ebook/dp/B08BZXCPW5?keywords=richer+wiser+happier&qid=1674241996&sprefix=richer+wiser+%2Caps%2C113&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=9baa3c4873f5e171a941b4b80a8fad68&language=en_US&ref_=as_li_ss_tl) . ---Follow Clay on [Twitter] (https://twitter.com/Clay_Finck) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) ‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, [The a16z Podcast] (https://a16z.com/podcast-episodes/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

29 Jan 2023

48 MINS

48:39

29 Jan 2023


#674

TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his list for 2023. Eddy's 'Buy List' has beaten the S&P 500 by 102% over the last 17 years. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:08 - How the 2022 list performed during one of the worst stock market years on record. 06:12 - Which five stocks Eddy swapped out for 2023 and why. 20:58 - Which stock performance surprised Eddy the most. 39:07 - An overview of the 2023 list and which stocks the TIP finance tool considers to be the most undervalued. 47:39 - Eddy’s thoughts on the markets. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---The Buy List for [2023] (https://www.crossingwallstreet.com/buylist) . ---Crossing Wall Street [Blog] (https://www.crossingwallstreet.com/) . ---Eddy Elfenbein's [Twitter] (https://twitter.com/EddyElfenbein?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) . ---ETF (Ticker: CWS) [information] (https://www.google.com/search?q=CWS+etf&rlz=1C5CHFA_enUS980CR982&oq=CWS+etf&aqs=chrome..69i57j69i59l3j0i512j0i22i30j69i60l2.1411j0j4&sourceid=chrome&ie=UTF-8) . ---Trey Lockerbie's [Twitter] (https://twitter.com/treylockerbie) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) ‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, [The a16z Podcast] (https://a16z.com/podcast-episodes/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

27 Jan 2023

57 MINS

57:16

27 Jan 2023


#673

BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bit...

Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see the space moving in the coming 12 to 24 months. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:12 - What are most important things that Lyn and Alyse are tracking going into 2023? 03:59 - What is the current state of the Bitcoin Lightning Network? 15:36 - How do they see stable coins versus CBDCs progressing in the coming year? 15:36 - Thoughts on Taro and whether it's a distraction to Bitcoin. 38:52 - Lyn's thoughts on inflation in places like Egypt and Argentina. 43:55 - Lyn's thoughts on the dollar and Global M2. 01:05:51 - What's one of the most exciting things happening in the VC space? 01:05:51 - How do Lyn and Alyse think about intrinsic value in the VC space? 01:19:30 - Lyn's thoughts on the changes to how CPI is calculated. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Lyn's [Macro Research Site] (https://www.lynalden.com) . --- [Lyn's Twitter] (https://twitter.com/LynAldenContact) . --- [Alyse's Twitter] (https://twitter.com/AlyseKilleen) . ---Alyse's Fund [Stillmark Capital] (https://www.stillmark.com) . ---Lyn's Fund [Ego Death Capital] (https://egodeath.capital) . ---Related Episode: [Listen to TIP491: Macro and the Energy Market w/ Lyn Alden] (https://link.chtbl.com/WSB491) , or watch the [video] (https://www.theinvestorspodcast.com/episodes/macro-and-the-energy-market-w-lyn-alden/) . ---Related Episode: [Listen to BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden] (https://link.chtbl.com/BTC042) , or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/supply-chain-impacts-bitcoin-discussion-w-lyn-alden/) . ---Related Episode: [Listen to BTC031: Investment in Bitcoin Tech w/ Alyse Killeen] (https://link.chtbl.com/BTC031) , or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/investments-in-bitcoin-tech-w-alyse-killeen/) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) 's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---Get insider access to the people and ideas at the edge of innovation with the chart-topping podcast from venture capital firm Andreessen Horowitz, [The a16z Podcast] (https://a16z.com/podcast-episodes/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

25 Jan 2023

1 HR 23 MINS

1:23:08

25 Jan 2023


#672

TIP517: Mohnish Pabrai's Dhandho Investment Framework

On today’s episode, Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as we’ve interviewed him for the podcast multiple times in the past. Since its inception in 2000, Mohnish’s flagship fund has achieved a return of 781% to his investors net of fees versus 378% for the S&P 500. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 05:19 -The story of the Patels, who went from owning nothing in the US, to owning over 50% of the motel industry. 11:33 - The 9 Dhandho investment principles. 14:24 - How Dhandho investors are able to earn outsized returns with minimal risk. 25:09 - How to identify bargains in the market. 32:17 - The relationship between investing and gambling. 39:17 - Clay’s analysis on Mohnish’s largest US equity holding today. 49:46 - Mohnish’s investing checklist he uses prior to purchasing a company. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Tune into the recent We Study Billionaires' episode covering [The Little Book of Valuation by Aswath Damodaran] (https://link.chtbl.com/WSB515) or watch the [video] (https://www.theinvestorspodcast.com/episodes/the-little-book-of-valuation-by-aswath-damodaran/) . ---Listen to the episode on [Warren Buffett's Money Mind] (https://link.chtbl.com/WSB513) or watch the [video] (https://www.theinvestorspodcast.com/episodes/warren-buffetts-money-mind/) . ---Related Episode: Listen to [Investing in Stocks w/ Mohnish Pabrai - TIP442] (https://link.chtbl.com/WSB442) , or watch the [video] (https://www.theinvestorspodcast.com/episodes/investing-in-stocks-w-mohnish-pabrai/) . ---Related Episode: Listen to [Berkshire's Purchase of TSM & Meta "Doomsday" Analysis - TIP508] (https://link.chtbl.com/WSB508) , or watch the [video] (https://www.theinvestorspodcast.com/episodes/berkshires-purchase-of-tsm-meta-doomsday-analysis/) . ---Mohnish Pabrai’s book: [The Dhandho Investor] (https://www.amazon.com/Dhandho-Investor-Low-Risk-Method-Returns-ebook/dp/B008L042Q4?keywords=the+dhandho+investor&qid=1673811802&sprefix=the+dhan%2Caps%2C218&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=226c2e134133b760ac88f83b4dcd9723&language=en_US&ref_=as_li_ss_tl) . ---Follow Clay on [Twitter] (https://twitter.com/Clay_Finck) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Help companies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

22 Jan 2023

51 MINS

51:38

22 Jan 2023


#671

TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll

Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Patrick is a self-made entrepreneur with boundless ambition and has built his empire from scratch. Together they discuss today’s real estate markets and so much more! Patrick has risen from the school of hard knocks to become the success he is today. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:47 - Today’s real estate markets and how they eerily resemble 2008. 14:50 - How real estate investors and more importantly, lenders, are navigating the current landscape. 22:34 - Why multi-family is looked at as the least risky real estate asset. 36:39 - Why a large majority of Gen Z’ers are living with their parents and how the $68 trillion dollar wealth transfer from baby boomers will affect the real estate market. 44:10 - What indicators Patrick relies on. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Carroll [Website] (https://www.carrollorg.com/) . ---Carroll's [Twitter] (https://twitter.com/carrollorg) . ---Patrick Carroll's [Linkedin] (https://www.linkedin.com/in/mpatrickcarroll) . ---Trey Lockerbie's [Twitter] (https://twitter.com/treylockerbie) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Help companies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

20 Jan 2023

51 MINS

51:05

20 Jan 2023


#670

BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)

Preston Pysh interviews Lyle Pratt, an entrepreneur of multiple successful businesses, and a telecommunications and spam expert. They talk about the intersection of the Bitcoin Lightning Network and how it offers a solution to the worsening spam and bots that litter our social media and phone calls. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:18 - Lyle's background as an entrepreneur founding Better Voice. 06:22 - The history of VOIP and how it relates to Bitcoin today. 06:22 - The 402 payment required in the SIP protocol. 10:24 - Lyle's story about finding Bitcoin at the intersection of telecommunications. 12:09 - What was the top thing he took away from successfully building and selling his first company? 14:15 - Lyle's newest company, Vida. 14:22 - Lyle discusses the basics of spam and why it's so prevalent. 24:53 - Spam can become worse with more decentralization. 35:42 - What does the Lightning Network bring to this problem? 54:54 - What Jiu-Jitsu and Bitcoin have in common. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Lyle Pratt's [Twitter Account] (https://twitter.com/lylepratt) . ---Lyle Pratt's [Nostr Account] (https://astral.ninja/npub1e44j79k847682u9tyshqe0stnknyu8nud9u2y0z77v75hd9peats0mv5cj) . ---Lyle's Company, [Vida] (https://vida.page) . ---Related Episode: Listen to [BTC111: Nostr - Decentralized Social Media & Bitcoin w/ William Casarin] (https://link.chtbl.com/BTC111) , or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/nostr-decentralized-social-media-william-casarin/) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Help companies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Talk to your clients about [Desjardins Responsible Investment] (https://desjardinsfunds.com/RI) today and support what’s right for society and what’s good for business. ---Take stock of your finances and investing strategy with [Betterment] (https://betterment.com/wsb) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Let an expert do your taxes from start to finish so you can relax with [TurboTax] (https://turbotax.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

18 Jan 2023

55 MINS

55:47

18 Jan 2023


#669

TIP515: The Little Book of Valuation by Aswath Damodaran

IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:11 - Aswath’s two primary methods for valuing a company. 05:40 - The general truths about valuations that investors should understand. 12:38 - The four most basic inputs to valuing a company. 19:37 - How to go about setting an appropriate growth rate in our valuations. 34:11 - Additional considerations in performing valuations such as a company’s intangible assets. 47:09 - Clay’s intrinsic value assessment of Williams-Sonoma (Ticker WSM). Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES --- [Tune in to We Study Billionaires' recent episode about Warren Buffet's Money Mind] (https://link.chtbl.com/WSB513) , or watch the [video] (https://www.theinvestorspodcast.com/episodes/warren-buffetts-money-mind/) . --- [Listen to Clay Finck's deep dive on Peter Lynch and his book, One Up on Wall Street] (https://link.chtbl.com/WSB511) , or watch the [video] (https://www.theinvestorspodcast.com/episodes/how-to-pick-stocks-like-peter-lynch/) . ---Aswath Damodaran’s books: [The Little Book of Valuation] (https://www.amazon.com/Little-Book-Valuation-Company-Profits-ebook/dp/B004SI4A4C?crid=3JR3NBBJ92WZ2&keywords=the+little+book+of+valuation&qid=1671480338&sprefix=the+little+book+of+valuation%2Caps%2C123&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=75e97e5af1292c30b4dda0c147771f1f&language=en_US&ref_=as_li_ss_tl) , [The Dark Side of Valuation] (https://www.amazon.com/Dark-Side-Valuation-Distressed-Businesses/dp/0134854101?keywords=aswath+damodaran+books&qid=1673287481&sprefix=aswath+d%2Caps%2C97&sr=8-3&ufe=app_do%3Aamzn1.fos.18630bbb-fcbb-42f8-9767-857e17e03685&linkCode=ll1&tag=tipnetwork-20&linkId=5c65cf8d68049b528c29b57c018d8d3a&language=en_US&ref_=as_li_ss_tl) , & [Applied Corporate Finance] (https://www.amazon.com/Applied-Corporate-Finance-Aswath-Damodaran/dp/1118808932?keywords=aswath+damodaran+books&qid=1673287481&sprefix=aswath+d%2Caps%2C97&sr=8-4&linkCode=ll1&tag=tipnetwork-20&linkId=bc2baf8b3ef83e703c390968ade32f4c&language=en_US&ref_=as_li_ss_tl) ---Follow Clay on [Twitter] (https://twitter.com/Clay_Finck) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Send, spend, and receive money around the world easily with [Wise] (https://wise.com/tip) . ---Thanks to rising interest rates artificially driving down the prices of even the best assets, [Fundrise] (https://fundrise.com/WSB) expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

15 Jan 2023

48 MINS

48:59

15 Jan 2023


#668

TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:31 - How Inflation has been winning the tug of war with Deflation, but not for long. 23:58 - The importance of the velocity of money. 29:12 - How supply chains have evolved and who we’ve ended up where we are. 55:18 - How China’s power has peaked. 57:26 - The need for sound money. And much, much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Jim Rickards' new book: [Sold Out: How Broken Supply Chains, Surging Inflation, Political Instability Will Sink the Global Economy] (https://www.amazon.com/Sold-Out-Inflation-Political-Instability/dp/0593542312?&linkCode=ll1&tag=tipnetwork-20&linkId=8f0083b1ab1fcdd138f24259dfa5269d&language=en_US&ref_=as_li_ss_tl) . ---Related Episode: [Listen to TIP233: Jim Rickards on Central Banks, QT, QE, & the FFR] (https://link.chtbl.com/WSB233) , or watch the [video.] (https://www.theinvestorspodcast.com/episodes/tip233-dr-james-rickards-on-central-banking-and-investing/) ---Connect with Jim Rickards on [Twitter] (https://twitter.com/JamesGRickards?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor) . ---Connect with Trey Lockerbie on [Twitter] (https://twitter.com/treylockerbie) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Send, spend, and receive money around the world easily with [Wise] (https://wise.com/tip) . ---Thanks to rising interest rates artificially driving down the prices of even the best assets, [Fundrise] (https://fundrise.com/WSB) expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

13 Jan 2023

1 HR 02 MINS

1:02:31

13 Jan 2023


#667

We Study Billionaires by The Investor's Podcast Network

We interview and study famous financial billionaires including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market. We Study Billionaires is the largest stock investing podcast show in the world with 100,000,000+ downloads and is hosted by Stig Brodersen, Trey Lockerbie, and Clay Finck. This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space.To learn more about TIP, you can visit [theinvestorspodcast.com] (http://theinvestorspodcast.com/) or subscribe to our free daily newsletter [here] (https://www.theinvestorspodcast.com/westudymarkets) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

11 Jan 2023

03 MINS

03:00

11 Jan 2023


#666

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin ...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - intro 01:37 - What's the mastermind's thoughts on FTX and SBF? 10:22 - What's happening with Gemini, DCG, Genesis, & GBTC? 14:37 - What's the group's thoughts on Binance? 15:04 - Why is a risk assessment of counterparts risk so important? 15:04 - Thoughts on liquidity and how to use it to understand volatility limits. 22:30 - An overview of Fixed Income Markets and High Yield Debt. 41:39 - Thoughts on inflation and what it might trend towards in 2023. 58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward. 01:15:46 - Is China demand coming back online? 01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)? 01:31:05 - What to expect from the price of Bitcoin in 2023. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES --- [Joe Carlasare's Twitter] (https://twitter.com/JoeCarlasare) . --- [Steven McClurg's Twitter] (https://twitter.com/stevenmcclurg) . --- [Jeff Ross's Twitter] (https://twitter.com/VailshireCap) . --- [Joe's legal practice] (https://www.amundsendavislaw.com/professionals-Joe-Carlasare) . ---Steven's [Valkyrie Investments] (https://valkyrieinvest.com/about-us/) . ---Jeff's Investment Management Fund: [Vailshire Capital] (https://vailshire.com) . ---Related Episode: [Listen] (https://link.chtbl.com/BTC078) to Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross - BTC078 or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-mastermind-discussion-joe-carlasare-jay-gould-jeff-ross/) . ---Related Episode: [Listen] (https://link.chtbl.com/BTC070) to Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould - BTC070 or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-round-table-joe-carlasare-jeff-ross-jay-gould/) . ---Related Episode: [Listen] (https://link.chtbl.com/BTC088) toFED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg– BTC088 or watch the [video] (https://www.theinvestorspodcast.com/bitcoin-fundamentals/fed-policy-bitcoin-etfs-euro-dollar-impacts-steven-mcclurg/) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Send, spend, and receive money around the world easily with [Wise] (https://wise.com/tip) . ---Thanks to rising interest rates artificially driving down the prices of even the best assets, [Fundrise] (https://fundrise.com/WSB) expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

11 Jan 2023

1 HR 32 MINS

1:32:58

11 Jan 2023


#665

TIP513: Warren Buffett's Money Mind

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - Tom Gayner’s description of the three stages of value investing that has played out over time. 36:15 - How Bill Miller helped value investors realize that value is sometimes found in the most unexpected places. 45:04 - How Buffett’s mindset differs from that of academics. 45:23 - Why Buffett views stock market volatility as an opportunity rather than the risk in a company. 50:21 - Why investors focused on the process rather than the outcome are better positioned to succeed in the long run. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Tune in to the recent We Study Billionaires' episode covering [Peter Lynch] (https://link.chtbl.com/WSB511) . ---Learn about [Buffett's Purchase of TSM & Meta "Doomsday" Analysis] (https://link.chtbl.com/WSB508) . ---Robert Hagstrom’s books: [Inside the Ultimate Money Mind] (https://www.amazon.com/Warren-Buffett-Inside-Ultimate-Money-ebook/dp/B08XG58FK1?crid=1HO5UPB2GEKKG&keywords=robert+hagstrom&qid=1672088528&sprefix=robert+hagstrom%2Caps%2C123&sr=8-3&linkCode=ll1&tag=tipnetwork-20&linkId=6cec4522db640964d17036488291d6df&language=en_US&ref_=as_li_ss_tl) , [The Warren Buffett Way] (https://www.amazon.com/Warren-Buffett-Way-Robert-Hagstrom-ebook/dp/B00FAMMZN8?crid=1HO5UPB2GEKKG&keywords=robert+hagstrom&qid=1672088528&sprefix=robert+hagstrom%2Caps%2C123&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=8f1d54c5f46da169118eca8087146bc1&language=en_US&ref_=as_li_ss_tl) , & [The Warren Buffett Portfolio] (https://www.amazon.com/Warren-Buffett-Portfolio-Mastering-Investment-ebook/dp/B001GXQOJ6?crid=1HO5UPB2GEKKG&keywords=robert+hagstrom&qid=1672088528&sprefix=robert+hagstrom%2Caps%2C123&sr=8-2&linkCode=ll1&tag=tipnetwork-20&linkId=153dc947647aa6c2749e11a5acc9917b&language=en_US&ref_=as_li_ss_tl) . ---Follow Clay on [Twitter] (https://twitter.com/Clay_Finck) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Send, spend, and receive money around the world easily with [Wise] (https://wise.com/tip) . ---Thanks to rising interest rates artificially driving down the prices of even the best assets, [Fundrise] (https://fundrise.com/WSB) expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

10 Jan 2023

46 MINS

46:08

10 Jan 2023


#664

RWH020: The Disciplined Growth Investor w/ Fred Martin

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War. 14:22 - How he handles the pain & discomfort of difficult periods in the stock market. 31:52 - Why he thinks Tesla’s stock is overvalued & what he thinks it’s really worth. 35:20 - Why it’s critical for investors to be skeptics who never let down their guard. 43:56 - What insights he drew from studying Benjamin Graham & writing a book about him. 51:44 - How Fred applies a consistent three-step process to every business he analyzes. 54:34 - How to win as an investor by waiting for intrinsic value & the stock price to “true up.” 01:02:25 - Why he regards a legendary free soloist climber as the world’s greatest risk manager. 01:11:43 - How flying planes has helped Fred to refine his understanding of the margin of safety. 01:16:02 - Why he’s given three younger colleagues the authority to veto his stock picks. 01:24:26 - Why he “seals the exits” before buying a stock, assuming that he’ll own it forever. 01:34:29 - Why fund managers should sacrifice their own interests for the sake of their clients. 01:37:56 - What advice he’d give to people who are looking to hire an investment adviser. 01:42:09 - Why he believes that relationships & purpose are the two most important things in life. 01:45:48 - What he’s done to build good health, so that he’s still going strong at age 76. 01:47:24 - How his religious faith has made him a better investor & a better steward of assets. 01:50:10 - What he’s learned about how to endure sorrow & tragedy. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Fred Martin’s investment firm, [Disciplined Growth Investors] (https://dginv.com/) . ---Fred Martin’s mutual fund, the [Disciplined Growth Investors Fund] (https://www.dgifund.com/) . --- [Benjamin Graham and the Power of Growth Stocks] (https://www.amazon.com/Benjamin-Graham-Power-Growth-Stocks/dp/0071753893?&linkCode=ll1&tag=tipnetwork-20&linkId=f581ce27561cd5ecd20e3d525ee1429d&language=en_US&ref_=as_li_ss_tl) , co-authored by Fred Martin --- [The Psychology of Money: An Investment Manager’s Guide to Beating the Market] (https://www.amazon.com/Psychology-Money-Investment-Managers-Beating/dp/0471390747?&linkCode=ll1&tag=tipnetwork-20&linkId=b2bade71d7f36601e4b94811ed177ce9&language=en_US&ref_=as_li_ss_tl) by Jim Ware --- [Free Solo] (https://films.nationalgeographic.com/free-solo) , an Oscar-winning documentary about legendary climber Alex Honnold. ---William Green’s book, “Richer, Wiser, Happier” – [read the reviews of this book] (https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/1501164856?&linkCode=ll1&tag=tipnetwork-20&linkId=eaaa57b50f669677bc9ecad458918489&language=en_US&ref_=as_li_ss_tl) . ---William Green’s [Twitter] (https://twitter.com/williamgreen72) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/richer-wiser-happier/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) 's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---If you’re a sales professional, get every real time advantage you can get with [Sales Navigator] (https://linkedin.com/wsb) . Enjoy 60 days of free trial today. ---Find people with the right experience and invite them to apply to your job. Try [ZipRecruiter] (https://ziprecruiter.com/wsb) for FREE today. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

08 Jan 2023

1 HR 56 MINS

1:56:50

08 Jan 2023


#663

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie

IN THIS EPISODE, YOU'LL LEARN: ---03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. ---07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. ---13:17 - How energy impacts inflation with Josh Young. ---31:55 - Why investors should consider microcaps with Ian Cassell. ---38:40 - The vindication of the dollar milkshake theory with Brent Johnson. ---47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Trey Lockerbie's [Twitter] (https://twitter.com/treylockerbie) . ---Related Episode: [The Top of the Cycle w/ Jeremy Grantham–TIP371] (https://www.theinvestorspodcast.com/episodes/top-of-the-cycle-w-jeremy-grantham/) . ---Related Episode: [The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397] (https://www.theinvestorspodcast.com/episodes/the-dollar-milkshake-theory-update-w-brent-johnson/) . ---Related Episode: [Expectations Investing w/ Michael Mauboussin –TIP421] (https://www.theinvestorspodcast.com/episodes/expectations-investing-w-michael-mauboussin/) . ---Related Episode: [ What Is Happening With Oil? w/ Josh Young - TIP429] (https://www.theinvestorspodcast.com/episodes/what-is-happening-with-oil-w-josh-young/) . ---Related Episode: [ Indicators for Crisis Investing w/ Dan Rasmussen - TIP455] (https://www.theinvestorspodcast.com/episodes/indicators-for-crisis-investing-w-dan-rasmussen/) . ---Related Episode: [Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480] (https://www.theinvestorspodcast.com/episodes/why-microcaps-have-the-best-ytd-performance-w-ian-cassel/) . ---Related Episode: [Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507] (https://www.theinvestorspodcast.com/episodes/market-indicators-cbdcs-and-real-estate-w-joe-brown/) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) 's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---If you’re a sales professional, get every real time advantage you can get with [Sales Navigator] (https://linkedin.com/wsb) . Enjoy 60 days of free trial today. ---Find people with the right experience and invite them to apply to your job. Try [ZipRecruiter] (https://ziprecruiter.com/wsb) for FREE today. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

06 Jan 2023

1 HR 10 MINS

1:10:04

06 Jan 2023


#662

BTC111: Nostr - Decentralized Social Media and Bitcoin w/ William Casarin (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: ---01:54 - So what is Nostr? ---03:50 - It seems like the protocol is optimized around simplicity, is that it? ---06:30 - What does this look like 5 years from now? ---10:38 - What other application might pop out of this? ---16:19 - What are all these clients interfacing with the protocol? ---26:11 - What concerns do you have about open speech on sexual, racial, or explicit things? ---28:06 - How do you remove centralized servers with something like this? ---33:45 - Can traditional social media companies benefit from using Nostr? ---38:24 - What would someone's incentive be to run their own relay? ---45:46 - How does this all tie into Bitcoin? Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---More information [about Nostr] (https://www.btctimes.com/news/what-is-nostr-and-how-do-i-use-it) . ---William Casarin's Nostr Account Pub Key: [npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s] (https://astral.ninja/npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s) . ---William's [Damus App webpage] (https://damus.io) . --- [William's Twitter] (https://twitter.com/jb55) . --- [Astral.Ninja] (https://astral.ninja) (for creating a Nostr Account). ---Verifying your Nostr Account: [NostrVerified.com] (https://nostrverified.com) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) 's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---If you’re a sales professional, get every real time advantage you can get with [Sales Navigator] (https://linkedin.com/wsb) . Enjoy 60 days of free trial today. ---Find people with the right experience and invite them to apply to your job. Try [ZipRecruiter] (https://ziprecruiter.com/wsb) for FREE today. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . See Privacy Policy at [https://art19.com/privacy] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

04 Jan 2023

52 MINS

52:17

04 Jan 2023


#661

TIP511: How to Pick Stocks like Peter Lynch

IN THIS EPISODE, YOU'LL LEARN: ---05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street. ---13:15 - Lynch’s stock investing philosophies and methods. ---26:41 - How he categorizes the stocks he invests in, in order to manage expectations. ---34:58 - What to look for when searching for a great company to invest in. ---37:48 - Why you should avoid companies that fall prey to what he calls diworsification. ---53:21 - The most common mistakes new investors make. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES ---Tune into the recent We Study Billionaires' episode covering [Buffett's Purchase of TSM & Meta "Doomsday" Analysis] (https://link.chtbl.com/WSB508) . ---Learn about the [How Jeff Bezos Built Amazon] (https://link.chtbl.com/WSB506) . ---Peter Lynch’s books: [One Up on Wall Street] (https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403?keywords=one+up+on+wall+street&qid=1671663405&sprefix=one+up+on+%2Caps%2C123&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=c5d6ef12c7158b7d72227f417a514b3e&language=en_US&ref_=as_li_ss_tl) , [Beating the Street] (https://www.amazon.com/Beating-Street-Peter-Lynch-ebook/dp/B00768D664?crid=3HKFGK7HLY7S8&keywords=peter+lynch&qid=1672088335&sprefix=peter+lync%2Caps%2C128&sr=8-4&linkCode=ll1&tag=tipnetwork-20&linkId=50947a38eedfb004317f9c77150ce4f6&language=en_US&ref_=as_li_ss_tl) , & [Learn to Earn] (https://www.amazon.com/Learn-Earn-Beginners-Basics-Investing-ebook/dp/B008TRUA7Y?crid=3HKFGK7HLY7S8&keywords=peter+lynch&qid=1672088335&sprefix=peter+lync%2Caps%2C128&sr=8-5&linkCode=ll1&tag=tipnetwork-20&linkId=3c75d769e11e8e62fed571b58bb60731&language=en_US&ref_=as_li_ss_tl) . ---Related Episode: Stig and Preston discuss [One Up On Wall Street By Peter Lynch] (https://www.theinvestorspodcast.com/episodes/one-up-on-wall-street-peter-lynch/) . ---Follow Clay on [Twitter] (https://twitter.com/Clay_Finck) . NEW TO THE SHOW? ---Check out our [We Study Billionaires Starter Packs] (https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/) . ---Browse through all our episodes (complete with transcripts) [here] (https://www.theinvestorspodcast.com/we-study-billionaires/) . ---Try our tool for picking stock winners and managing our portfolios: [TIP Finance Tool] (https://www.theinvestorspodcast.com/tip-finance/) . ---Enjoy exclusive perks from our [favorite Apps and Services] (https://www.theinvestorspodcast.com/affiliates/) . ---Stay up-to-date on financial markets and investing strategies through our daily newsletter, [We Study Markets.] (https://www.theinvestorspodcast.com/newsletters/) ---Learn how to better start, manage, and grow your business with the [best business podcasts] (https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/) . P.S The Investor’s Podcast Network is excited to launch a [subreddit] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit [r/TheInvestorsPodcast] (https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ) today! SPONSORS ---Get position and investment info for nearly 6,000 Asset Management Companies with [Moomoo] (https://www.moomoo.com/) , Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply. ---Get personalized, expert advice that helps you see things clearly with [ATB] (https://www.atb.com/WhatIf) . ---Helpcompanies protect customer privacy in the face of endlessly growing data breaches by investing in [Atakama] (http://invest.atakama.com/wsb) today. ---Guess less and sell more with the Number 1 email marketing and automation brand, Intuit [Mailchimp] (https://mailchimp.com/) . ---If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with [Innovation Refunds] (https://getrefunds.com/) . ---If you’re aware you need to improve your bitcoin security but have been putting it off, [Unchained Capital] (https://unchained.com/concierge) 's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS. ---If you’re a sales professional, get every real-time advantage you can get with [Sales Navigator] (https://linkedin.com/wsb) . Enjoy 60 days of free trial today. ---Find people with the right experience and invite them to apply to your job. Try [ZipRecruiter] (https://ziprecruiter.com/wsb) for FREE today. ---Support our free podcast by supporting our [sponsors] (https://theinvestorspodcast.com/sponsors) . HELP US OUT! Help us reach new listeners by leaving us a [rating and review] (https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit) on [Apple Podcasts] (https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489) ! 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] (https://art19.com/privacy) and California Privacy Notice at [https://art19.com/privacy#do-not-sell-my-info] (https://art19.com/privacy#do-not-sell-my-info) . ... Read more

03 Jan 2023

51 MINS

51:33

03 Jan 2023