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

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Latest Episodes:

TIP231: The Mind Of A World Poker Champion w/ Annie Duke (Business Podcast) Feb 24, 2019

Show notes

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

IN THIS EPISODE YOU’LL LEARN:

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Annie's new book: Thinking in Bets

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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

TIP230: Billionaire Larry Ellison Lessons (Business Podcast) Feb 17, 2019

Show notes

On today's show, we learn valuable lessons from Silicon Valley billionaire Larry Ellison.

IN THIS EPISODE YOU’LL LEARN:

How to deal with critique and search for the truth.
How the very early years of a persons life might greatly impact their personality and approach to solving problems.
Why Apple might not have been the Apple we know today without Larry Ellison.
The Investor’s Podcast: What is the difference between Warren Buffett’s Owner Earning and EBITDA.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston’s video about Owner’s Earnings.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP229: Billionaire Reid Hoffman Lessons Learned (Business Podcast) Feb 10, 2019

Show notes

On today's show, we learn valuable lessons from Silicon Valley billionaire Reid Hoffman.

IN THIS EPISODE YOU’LL LEARN:

What is the secret to the success of Silicon Valley?
How to manage a company that is growing at 2.5% - per day.
How to use your network to find new job opportunities.
Why financing and distribution is just as important as the product you are selling.
Ask The Investor’s Podcast: How do I value fast growing unlisted companies?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
The Investor’s Podcast’s episode about Reid Hoffman’s book, The Start-up of you.
Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book.
One of Steve Jobs’ favorite books, Inside the Tornado – Read reviews of this book.
John Carreyrou’s book, Bad Blood – Read reviews of this book.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP227: Jesse Felder - Current Market Conditions 2019 (Business Podcast) Jan 27, 2019

Show notes

On today’s show we bring back our good friend, Jesse Felder. Jesse is a former multi-billion dollar hedge fund manager out of Santa Monica California. Jesse is regularly featured on the Wall Street Journal, Barron’s, and many other national level business outlets.

IN THIS EPISODE YOU’LL LEARN:

Why Warren Buffett’s valuation metric for the stock market forecasts around a 0% return over the next 10 years.
Why Warren Buffett has refinanced his debt and what it means for you as an investor and house buyer.
Why Ray Dalio and Jesse Felder think that the dollar is entering a bear market.
Which gold stocks to take a position in and why.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jesse Felder's popular podcast, Superinvestors.
Jesse Felder's Blog.
Jesse's twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP226: Billionaire Charles Koch Lessons Learned (Business Podcast) Jan 20, 2019

Show notes

On today's show, Preston and Stig talk about billionaire Charles Koch. Koch made his money in the chemical business since the 1960's. As the Chairman and CEO of Koch industries for over 50 years, Koch has produced an 18% annual return.

IN THIS EPISODE YOU’LL LEARN:

What Charles Koch thinks are the key ingredients to being successful in business.
The importance of market-based management.
How Charles Koch’s choose among business opportunities.
Why creative destruction is and why it’s important in business and stock investing.
Ask The Investors: What do you think about Ray Dalio’s All Weather Portfolio?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Related Episode: Listen to Preston and Stig’s discussion of Charles Koch’s book, The Science of Success. or watch the video here.
Preston and Stig’s Executive Summary of Charles Koch’s book, The Science of Success.
Related Episode: Listen to Preston and Stig’s discussion of Ray Dalio’s new book, Big Debt Crises or watch the video here.
Related Episode: Listen to Preston and Stig’s discussion of Clayton Christensen’s book, The Innovator’s Dilemma or watch video here.
Related Episode: Listen to Preston and Stig’s discussion of Tony Robbins’ book, Money Master the Game or watch video here.
Angela Duckworth’s book, Grit – Read reviews of this book.
The Investor’s Podcast’s guidelines to the Berkshire Hathaway Annual Shareholder’s meeting 2019.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP225: Billionaire Peter Thiel Lessons Learned (Business Podcast) Jan 13, 2019

Show notes

On today's show, Preston and Stig cover questions and answers from Silicon Valley billionaire Peter Thiel.

IN THIS EPISODE YOU’LL LEARN:

Why and how Peter Thiel is always inverting his thinking and why you should do the same.
Why visionaries think in terms of a tipping point of employees rather than a tipping point for revenue.
What Peter Thiel knows that no one agrees with him on.
Why computers replacing people is an angst narrative that is not true.
Ask The Investors: How much should value investors pay attention to the bond yield curve?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s discussion of Peter Theil’s book, Zero to One
Preston and Stig’s executive summary of Peter Theil’s book, Zero to One
Reid Hoffman’s book, Blitzscaling – Read reviews of this book
Ryan Holiday’s book, Conspiracy - Read reviews of this book

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP224: Billionaire Ray Dalio's Book - Big Debt Crises (Business Podcast) Jan 06, 2019

Show notes

On today's show Preston and Stig discuss billionaire Ray Dalio's new book, Big Debt Crises.

IN THIS EPISODE YOU’LL LEARN:

Why Ray Dalio thinks that the US Dollar could depreciate 30%.
Why the financial crisis in 2007-2011 was solved much faster than the Great Depression.
How to diagnose in which stage of a debt crisis an economy is in.
How a fixed exchange rate can both be the solution and the problem of a debt crisis .

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Ray Dalio’s video, How the Economic Machine Works
Ray Dalio’s interview where he mentions the 30% decline in the value of the dollar
Ray Dalio’s new book on Amazon: Big Debt Crises
Ray Dalio’s new book on pdf: Big Debt Crises

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP223: Billionaire Michael Dell Lessons (Business Podcast) Dec 30, 2018

Show notes

On today’s show, Preston and Stig learn important lessons from billionaire Michael Dell.

IN THIS EPISODE YOU’LL LEARN:

The story behind starting up Dell.
Why a negative cash conversion cycle is key for the growth of any business.
How Michael Dell created a strategy for rapid growth.
Which challenges Michael Dell had and how he overcame them.
Ask the Investors: How do you find a co-founder, and how did Preston and Stig meet?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s first website, BuffettsBooks.com.
Geoffrey Moore’s book, Inside the Tornado – Read reviews of this book.
Subscribe to Preston and Stig’s free Intrinsic Value Assessments
Tobias Carlisle’s article about shorting the market
Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
Hari’s Blog:BitsBusiness.com.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP222: Mastermind Discussion 4Q 2018 (Business Podcast) Dec 23, 2018

Show notes

On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018.

IN THIS EPISODE YOU’LL LEARN:

The group’s intrinsic value assessment of $HPQ, $FONR, $SH, and $HDB.
Why Preston is shorting the S&P500.
If banks in India is a bull case.
How you can divide the stock market into four states, and how to position yourself accordingly.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s free resource, Intrinsic Value Index.
Preston and Stig’s Intrinsic Value Assessment of Fonar that was discussed in this episode.
Subscribe to Preston and Stig’s free Intrinsic Value Assessments.
Tobias Carlisle’s article about shorting the market.
Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book.
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com .
Tweet directly to Tobias Carlisle.
Hari’s Blog: BitsBusiness.com.
Tweet directly to Hari: @harirama.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP221: Commercial Real Estate Investing w/ Ian Formigle (Business Podcast) Dec 16, 2018

Show notes

On today's show we learn about commercial real estate investing from expert Ian Formigle.

IN THIS EPISODE YOU’LL LEARN:

Why and how commercial real estate has generated double-digit returns historically.
Why the best investments in commercial real estate can be found in secondary markets.
How to detect inefficiency in commercial real estate.
How and why now might be the time to consider asset classes with no correlation to the stock market.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Ian Formigle’ company,CrowdStreet.
CrowdStreet’s freeeducational material.
Tweet directly to Twitter for questions about commercial real estate:@CrowdStreet.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts)here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.