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

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Latest Episodes:

TIP189: Ian Siegel - Founding a Billion Dollar Company (Business Podcast) May 06, 2018

Show notes

On today's show, we talk to Ian Siegel. Ian is the founder and current CEO of the billion-dollar tech company, Zip Recruiter. Ian built the company from nothing in 2010 and has now served over 120 million customers. On today’s interview, we talk to Ian how he did this. We ask him what advice he can give to other people that are also trying to grow their own business from the ground up and how they will know if they have a winner on their hands. Before founding his current company, Ian was also an executive at Stamps.com and eBay during the key developmental growth of those businesses. So with all this experience and knowledge of taking start-ups all the way to the top, I think you’ll really enjoy this interview with Ian. Well, without further delay, we bring you a wealth of experience from Ian Siegel.

IN THIS EPISODE, YOU’LL LEARN:

Why market validation is more important than raising money and building a team.
Why you should only offer new products that cater to at least 50% of your customers
Why matching on the job market is done through a computer algorithm, and how to benefit from that
The one thing that employers and employees do wrong in the hiring process .

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 interview with Jesse Itzler about his book, Living with a seal.
Chip and Dan Heath’s book,Made to Stick – 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:

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

TIP188: Mastermind Discussion 2nd Q 2018 w/ Jesse Felder & Tobias Carlisle (Business Podcast) Apr 29, 2018

Show notes

On today’s show, we have assembled our mastermind group for the 2nd quarter of 2018. Some of the major market themes we have seen since the start of the year is a substantial sell off in short and mid-term duration government bonds, with the 10 year treasury briefly hitting over 3%. Since global equity markets hit a high on 25 January 2018, they have struggled to sustain that level, at the end of April 2018, the market is still down -6% since those highs. Many are attributing the slow-down in equity growth to the inflationary impacts that are starting to be seen throughout the economy. Although these are the narratives, it’ll be interesting to see what the members of the group have to say and more importantly how they structure their picks around this environment. The members participating in today’s show is Jesse Felder (a former headgefund manager of over a billion dollar fund), Tobias Carlisle (from Carbon Beach Asset Management and the best selling author of Deep Value and the Acquires Multiple), and Stig and myself.

IN THIS EPISODE, YOU’LL LEARN:

The group’s intrinsic value assessment of $AGX, $NLY, and $UTHR.
The relationship between real and financial assets, and why now could be highly profitable.
How to understand insider trading by the company’s management.
Why fundamentals and price action signal an upcoming bull market for silver and gold .

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 new podcast.
Jesse Felder’s Blog, The Felder Report.
Tobias Carlisle’s Blog: GreenBackd.com.
Tobias Carlisle’s Acquirer’s Multiple Webpage: AcquirersMultiple.com.
Tobias Carlisle’s book, Deep Value – Read reviews of this book.
Stig’s Stock analysis of UTHR on the intrinsic value index.

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:

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

TIP187: The Culture Code w/ Daniel Coyle (Business Podcast) Apr 22, 2018

Show notes

On Today's show we talk to the New York Times Best Selling author, Daniel Coyle. Daniel is a leading expert in the development of peak performing cultures. In his new book, The Culture Code, Daniel interviews people like billionaire Tony Hsieh, Pixar's Ed Catmull, and many more. If you ever wanted to know what it takes to build a top performing team, you'll definitely want to hear what Daniel has to say.

IN THIS EPISODE, YOU’LL LEARN:

How do you create the strongest culture in your organization regardless of your rank.
How high performing culture communicate with each other.
Why the San Antonio Spurs and winning significantly more games than they are supposed to on a consistent basis.
Why the most important 4 words a leader can say is “I Screwed That Up!”

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Daniel Coyle’s book, The Culture Code – Read reviews of this book.
Daniel Coyle’s website: www.DanielCoyle.com.
Adam Grant’s book, Give and Take – Read reviews of this book.
Preston and Stig’s discussion of Tony Hsieh’s book, Delivering Happiness.

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:

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

TIP186: Part II - The Bitcoin Debate - Tuur Demeester & Erik Townsend (Investing Podcast) Apr 15, 2018

Show notes

In 2017, we saw Bitcoin grow by over 1300%. Ever since the start of the new year, however, things have been pretty ugly, with a year to date performance of -50%. So what in the world is happening? Is bitcoin still the darling new asset class that so many people believe in, or is something more frightening on the horizon? Well, on today's show, we are going to have a little discussion that covers both sides of the argument. In one corner we have Tuur Demeester. Tuur has been an investor in Bitcoin since the early days when one coin was only $5. Since his initial position, Bitcoin has grown by 132,000%. Tuur has a huge following with over 159,000 twitter followers because of his in-depth ideas and comments about crypto currencies. On the other side of the argument we have the talented Erik Townsend. Erik is the host of a very popular investing podcast called Macro Voices. Erik got his start as a computer programmer and by the age of 17, he was already an independent software development and design consultant. Erik is an entrepreneur that has built successful tech companies and he's also the founder of his own global macro hedge fund.

IN THIS EPISODE, YOU’LL LEARN:

Why and how a new government-controlled cryptocurrency might close down tax havens.
Why history shows that governments might eventually accept Bitcoin.
How to understand the features of the Lightning Network .

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tuur Demeester on Medium.
The ultimate resource on everything relating to Bitcoin and Crypto information.
Listen to Erik Townsend’s podcast, Macro Voices.
Join Preston & Stig for the Berkshire Hathway Meeting.
Erik’s post on Blockchain Debunked.

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:

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

TIP185: The Bitcoin Debate (part 1) w/ Tuur Demeester & Erik Townsend (Investing Podcast) Apr 08, 2018

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why the Bitcoin community is so focused on the distributed ledger.
Why the bitcoin blockchain consumes so much energy and why it’s important for security of the blockchain.
How Cryptocurrencies in the future likely have different layers of centralization.
If governments eventually will take over with their own cryptocurrencies.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tuur Demeester on Medium
The ultimate resource on everything relating to Bitcoin and Crypto information.
Listen to Erik Townsend’s podcast, Macro Voices.
Join Preston, Stig, and Richard Smith for the Berkshire Hathway Meeting.

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:

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

TIP184: Momentum Investing w/ Dr. Richard Smith (Investing Podcast) Apr 01, 2018

Show notes

In today's episode we talking to Dr. Richard Smith. Smith is an expert at momentum investing and is the founder of the popular investing website, TradeStops. During the discussion Smith explains how a firm understanding of volatility and statistics can enable momentum investors an edge in determining entry and exit points into stocks that are selected based on fundamental advantages.

IN THIS EPISODE, YOU’LL LEARN:

How to trust math and not emotions in your portfolio.
How to mix billionaires’ stock picks with price momentum.
Which sectors have the right trend during March 2018.
If the price action on Bitcoin and other currencies signals bear or bull.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Richard Smith’s blog at TradeStops.
Daniel Kahneman’s book, Thinking Fast and Slow – Read reviews of this book.
David Einhorn’s book, Fooling some of the people all the time – Read reviews of this book.
Preston and Stig’s discussion of Charles Duhigg’s book, The Power of Habits.
Preston and Stig’s discussion of Nasim Tabel’s book, The Black Swan.
Crypto research platform, https://coincheckup.com/.
Join Preston, Stig, and Richard Smith for the Berkshire Hathway Meeting.

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:

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

TIP183: The Dollar Decline, China, Gold & Crypto Currencies w/ Luke Gromen (Investing Podcast) Mar 25, 2018

Show notes

On today's show, we talk to the astute Luke Gromen about the current dollar decline. Luke provides numerous details why the dollar is currently devaluing despite the FED tightening the money supply. Additionally, Luke talks about the interesting relationship with China and how they are acquiring large amounts of gold and oil to reduce their dependence on the US dollar. In general, this interview provides incredible insights into understanding currency & commodity movements and where the world is moving in the coming decade.

IN THIS EPISODE, YOU’LL LEARN:

Why China keeps acquiring more gold.
How the US has created a dominant global currency that's on the brink of decline.
How ratios like the oil to gold price are used to understand larger macro concepts.
The role of cryptocurrencies in a de-pegged world.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Liaquat Ahamed’s book, Lords of Finance – Read reviews of this book.
William Engdahl’s book, A Century of War.

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:

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

TIP182: The Compound Effect by Darren Hardy (Business Podcast) Mar 18, 2018

Show notes

The Compound Effect is a book written by New York Times Best Selling author, Darren Hardy. Hardy is the former editor at Success Magazine and is an expert in understanding peak business performance.

IN THIS EPISODE, YOU’LL LEARN:

How and why you should be the world’s biggest believer in consistency.
Why you should claim 100% ownership of everything that happens to you.
5 step checklist to get momentum behind compounding success.
Why success is something you attract by the person you become .

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Darren Hardy’s book, The Compound Book – Read reviews of this book.
Preston and Stig’s discussion of Charles Duhigg’s book, The Power of Habits.

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:

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

TIP181: Snap Judgements - a Review of Blink by Malcolm Gladwell (Business Podcast) Mar 11, 2018

Show notes

Malcolm Gladwell is a New York Times Best Selling author for multiple books. On today's show, Preston and Stig cover his book, Blink. Gladwell's book goes into detail exploring the things that happen in the first two seconds a person is exposed to something new. He examines why some people are able to make really good snap judgments while others are terrible. The Investor's Podcast chose this book because stock investors are constantly making good and bad decisions that are sometimes based on instinct. Hopefully, the information discussed in this episode will provide deeper clues into the reliability of using instinctive gut feelings when making investment decisions.

IN THIS EPISODE, YOU’LL LEARN:

How we make decisions in the blink of an eye.
How to quickly spot if your marriage is healthy.
Why we should stick to simple guidelines instead of collecting a wealth of information.
Why more than 100,000 people could be wrong about “New Coke”
Ask The Investors: Should you invest in ENTs or ETFs, and how do you invest in commodities?

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:

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

TIP180: Legendary Investor Bill Miller on Stocks, Commodities, & Bitcoin Mar 04, 2018

Show notes

Mr. Miller was the former Chairman and Chief Investment Officer for Legg Mason Capital Management where he managed over 75 billion dollars. Today, Miller owns and operates Miller Value Partners. Through the years, Mr. Miller has been called “The Greatest Money Manager of the Decade” by Morningstar, a member of the “Power 30” by SmartMoney, and a member of the “All-Century Investment Team” by Barron’s.

During the discussion, Mr. Miller talks about the current market conditions, bond rates, commodities, and cryptocurrencies.

IN THIS EPISODE, YOU’LL LEARN:

If the change in US fiscal policy will affect bond yields.
How and why Bill Miller is using moving day average to time his investment decisions.
Why Bill invested in Bitcoin and if he still has a position.
The most important cognitive biases for new investors to be aware off.
Ask The Investors: Which impact will babyboomers’ retirement have on 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.
Bill Miller’s Company: Miller Value Partners.
Preston and Stig’s discussion of one of Bill Miller’s favorite books, Thinking Fast and Slow.
Preston and Stig’s interview with Edward Thorp about his book, A Man For All Markets.
Every single cognitive bias in one chart.

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:

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

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