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

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Latest Episodes:

TIP179: Private Equity Investing w/ Doug McCormick (Business Podcast) Feb 25, 2018

Show notes

On today's show we talk to private equity investing expert, Doug McCormick. Doug has been a private equity investor for two decades and his company has assets under management in excess of a billion dollars.

IN THIS EPISODE, YOU’LL LEARN:

How does the private equity model work?
What happens when a private equity company makes an acquisition?
Why has private equity industry outperformed the stock market and will it continue?
Which critical factors determine if a takeover is successful or not?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Douglas McCormick’s book, Family Inc. – Read reviews of this book.
Doug’s website with free financial tools.
Raymond M. Kethledge and Michael Erwin’s book, Lead Yourself First – 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

TIP178: Sam Walton - Made In America - The Story of Wal-Mart (Business Podcast) Feb 18, 2018

Show notes

On today's episode we learn about Billionaire Sam Walton. To prepare for the show we read Walton's book: Made In America.

IN THIS EPISODE, YOU’LL LEARN:

Sam Walton’s 10 pieces of advice for building a successful business.
What Amazon learned from Walmart.
Why it is a big problem if your team is not complaining.
Ask the Investors: Are Warren and Charlie the competitive advantage of Berkshire Hathaway?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Sam Walton’s book, Made in America – Read reviews of this book.
Preston and Stig’s discussion of Jeff Bezos and Amazon.
Join Preston and Stig for the annual Berkshire Hathaway Shareholder’s 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

TIP177: Mastermind Discussion 1Q 2018 (Business Podcast) Feb 11, 2018

Show notes

Before the recent 10% correction, we saw more call options compared to put options by 2 standard deviations. We also saw the price at 3 standard deviations above the 200 Day Moving Average (DMA). On top of that, the Stock market is currently priced at levels only seen in 1929 and 2000.

With that said, we have assembled the Mastermind Group to talk about any opportunities that still might exist in the market that could out-perform the S&P 500 index. For Toby, Hari, and Stig, they talked about individual companies. Preston, on the other hand, talked about the first deep learning, artificial intelligence ETF that’s completely autonomous in its stock selections.

IN THIS EPISODE, YOU’LL LEARN:

If the mastermind group likes two of Billionaire David Einhorn’s favorite stock picks.
The risks and rewards from investing in cyclical stock picks.
How to invest in private companies in India.
About an Artificial Intelligence ETF.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle’s new 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.
Deep Learning with Google’s Alpha Go.

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

TIP176: Momentum & Value Investing w/ Dr. Wesley Gray (Business Podcast) Feb 04, 2018

Show notes

On today's show we bring back a popular guest, Dr. Wesley Gray. He has an interesting approach that's a mix between value and momentum investing. Dr. Gray discovered this approach after conducting years of research and backtesting of both styles of investing. The strategy allows him to buy undervalued stocks and also hedge the markets simultaneously.

IN THIS EPISODE, YOU’LL LEARN:

How and why to follow a trend in the stock and the bond markets.
What the biggest mistake value investors make by not including momentum in their strategy.
Ask The Investors: How do you build your fundamental knowledge in micro and macro investing?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Dr. Wesley Gray’s newest tool for ETF investing discussed in this podcast episode.
Dr. Wesley Gray’s website: Alpha Architect.
Dr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this book.
Dr. Wesley Gray’s book: Quantitative Value – Read Reviews for this book.
Seth Klarman’s book, Margin of Safety – Read reviews of this book.
Benjamin Graham’s Book, Security Analysis – Read reviews of this book.
Benjamin Graham’s Book, The Intelligent Investor – Read reviews of this book.
Ray Dalio’s Video on how the Economic Machine Works.
Ray Dalio’s white paper on Macro.

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

TIP175: Shane Parrish - On Buffett, Dalio, and Reading (Business Podcast) Jan 28, 2018

Show notes

On today's show we talk to renown investment blogger, Shane Parrish. Shane is a Buffett style investor that reads and studies everything about the markets. On today's show we talk to Shane about learning and optimizing. He also discusses his opinions on the difference between Ray Dalio and Warren Buffett's investing approach.

IN THIS EPISODE, YOU’LL LEARN:

How Shane thinks about learning new things.
What mental models are.
Shane’s opinions on Ray Dalio and Warren Buffett.
What books Shane values.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Shane Parrish’s incredible blog: Farnam Street.
The Intelligent Investor by Benjamin Graham.
Margin of Safety by Seth Klarman.
Meditations by Marcus Aurelius.

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

TIP174: Billionaires Ray Dalio & Bill Gross and Their Expectations for 2018 (Business Podcast) Jan 21, 2018

Show notes

As the stock market continues to make new highs day after day, we look at recent comments by Billionaires Ray Dalio and Bill Gross to try and understand what's happening and what might happen moving forward.

IN THIS EPISODE, YOU’LL LEARN:

Why Ray Dalio suggests the Market is transitioning into a tightening phase in 2018.
Why Dalio thinks the stock market might have more upside.
Why the Bond market is a risky place to be in 2018.
Bond King Bill Gross's thoughts on the Bond market in 2018.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bloomberg interview with Ray Dalio.
ET Now interview with Ray Dalio.
Bloomberg interview with Bill Gross.
Brian Retherford’s wine company: Claudine Wines.

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

TIP173: Stock Market Melt-up with Richard Duncan (Business Podcast) Jan 14, 2018

Show notes

On today’s show, we bring back a guest that often yields some of the biggest praise from our listeners. His name is Richard Duncan and this is the third time we’ve had him on the show. Richard comes with a wealth of knowledge and over 30 years of experience working for organizations like the World Bank, the IMF, large cap asset management companies, and many more. He’s the author of three incredible books that discuss macro economics and how the world of finance functions in a fiat world.

During today’s discussion we’re going to talk about the bond market and how it’s yield is potentially creating an environment for the stock market to go even higher. Richard outlines some interesting points about how central banks are going to act in 2018 and what that means for overall market movements. So with that, let’s roll.

IN THIS EPISODE, YOU’LL LEARN:

Why and how the bond yield curve can signal a stock market high.
Why the FED is shrinking its balance sheet with 1 trillion dollars.
Why US’s trade deficit is the reason why the US dollar is the world’s most dominant currency.
Where commodities are heading in 2018.
Ask The Investors: How do I avoid confirmation bias?

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 Duncan’s Macro Economics site “Macro Watch.” Use the Coupon code “History” to get 50% of your annual subscription.
Richard Duncan’s book, The Dollar Crisis – Read reviews here.
Richard Duncan’s book, The New Depression – Read reviews here.

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

TIP172: The Art of the Good Life by Rolf Dobelli (Business Podcast) Jan 07, 2018

Show notes

In this episode, we review Rolf Dobelli's new book that was highly recommended by Guy Spier. The book promises to deliver 52 surprising shortcuts to happiness, wealth and success.

IN THIS EPISODE, YOU’LL LEARN:

Why a good life is all about interpreting facts constructively.
Why rereading 10 books is a better use of your time than reading 100 books.
How to balance what is enjoyable and meaningful in your life.
Why the climate is negligible whether you’re living in Miami than Buffalo.
Ask The Investors: Why happens to the price of Bitcoin if the stock market crashes?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Rolf Dobelli’s book, The Art of the Good Life – Read reviews of this book.
Preston and Stig’s new Bitcoin Resource.

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

TIP171: The Power of Moments w/ Dan Heath (Business Podcast) Dec 31, 2017

Show notes

Today’s guest is Dan Heath and he’s a three-time New York Times best selling author. Dan is graduate of Harvard and is also a Senior Fellow at Duke University. During the show we talk about Dan's newest book, The Power of Moments.

IN THIS EPISODE, YOU’LL LEARN:

How to change your life and business through significant moments.
Which moments that can create short-term and long-term happiness.
How to level up on your skill set, just like a computer game.
Ask The Investors: What is the intrinsic value of Bitcoin?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Dan Heath’s book, The Power of Moments – Read reviews of this book.
Dan Heath’s website.
Preston and Stig’s new Bitcoin Resource.

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

TIP170: A Bet with Warren Buffett - Guest Ted Seides (Business Podcast) Dec 24, 2017

Show notes

On today's show we talk to Ted Seides. Ted is a graduate of Yale and Harvard university and he comes with multiple decades of experience in finance. For people not familiar with Ted, most might recognize him has the gentlemen that took the opposite side of Warren Buffett’s bet with the hedge fund industry. We talk to Ted about this friendly wager, how it came about, what the results were, and what he thinks about the chances of beating the S&P 500 moving forward. Something else that’s interesting about Ted is that he has extensive experience working for the famous investor, David Swensen. Swensen has been the chief investment officer for Yale’s endowment for decades and his average return for the past 20 years is 25% annually. At the end of the interview we talk to Ted about Swensen’s greatest strengths. We also ask Ted to compare David Swenson and Warren Buffett (who Ted has become friends with through the years).

IN THIS EPISODE, YOU’LL LEARN:

Why anyone would make an investment bet against Warren Buffett.
Why Warren Buffett wanted to trade stock tips for a football playbook .
The untold drawbacks of investing in index funds.
The simple secrets to legendary investor David Swensen’s outperformance.
Ask the investors: What is the best approach to teach your kids finance?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Education for kids, Warren Buffett’s Secrets Millionaires club.
Read more about the Berkshire Hathaway Annual Shareholder’s meeting with Preston and Stig.
Ted’s Book: So You Want to Start a Hedge Fund.

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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