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

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Latest Episodes:

TIP169: Jesse Felder - FANG Stocks, Crypto, Central Banks, Inflation (Investing Podcast) Dec 17, 2017

Show notes

In today's episode we talk to former multi-billion dollar hedge fund manager, Jesse Felder. Jesse talks to us about his concern with FANG Stocks at the end of 2017. Additionally, Jesse talks to us about the potential change in central banking policy that might open the door for inflation to start taking hold in the economy. Finally, the discussion is concluded with Bitcoin and crypto currencies.

IN THIS EPISODE, YOU’LL LEARN:

The risks of investing in FANG stocks.
If investors in Apple should be worried about the sale of iPhones.
Why you should look at stocks compared to its history and not the market.
Why undoing quantitative easing might be inflationary.
Why you might want to diversify even if you’re holding cash.
Ask the Investors: How do Bitcoin futures influence the price?

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, The Felder Report.

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

TIP168: Guy Spier on Value Investing, Markets, Bitcoin & more (Business Podcast) Dec 10, 2017

Show notes

When we first started our podcast, Guy Spier was one of the first guests on the show. He is the founder of the Aqua Marine Hedge Fund and he's a Warren Buffett Style investor. Guy is the author of the best selling book, The Education of a Value Investor, and he's a graduate of Harvard and Oxford University. During our discussion, we cover a wide array of topics like, what kind of daily readings he looks at, the impact of statics and humility, credit cycles, cryptocurrencies, and much more.

IN THIS EPISODE, YOU’LL LEARN:

What publications Guy reads on a daily basis.
How to think about intrinsic value calculations.
What Guy thinks about cryptocurrencies.
Guy's opinion on writing letters.
How to think about temperament.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Guy Spier’s book, The Education of a Value Investor – 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

TIP167: How The Mighty Fall by Jim Collins (Business Podcast) Dec 03, 2017

Show notes

One of the biggest names in business literature is Jim Collins. And we recently saw that Billionaire Jeff Bezos recommended Jim’s book, Built to Last. Since we are big fans of both Jim Collins and Jeff Bezos we felt like the book would be a fantastic read for the audience.

IN THIS EPISODE, YOU’LL LEARN:

The 5 distinctive stages of decline.
Which 3 key ratios can predict if a company will fall.
How and why a company can pull itself out of a decline.
Why a successful management should feel lucky rather than successful.
Ask the investors: Can Bitcoin benefit from the increasing pressure on the US Dollar?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jim Collins’ book, How the Mighty Fall – Read reviews of this book.
Jim Collins’ book, Good to Great – 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

TIP166: Mastermind Discussion 4Q 2017 - Stocks & Bitcoin (Business Podcast) Nov 25, 2017

Show notes

In today's show, we assemble the TIP mastermind group for another discussion. The team talks about various stock picks that might out perform the S&P 500. Preston and Stig talk about the airline industry, while Tobias and Hari talk about pharmaceuticals and railroads.

IN THIS EPISODE, YOU’LL LEARN:

Which stocks the TIP mastermind group might acquire this quarter.
Why you should go straight to the numbers before analyzing a stock pick in detail.
Why the airline industry might be worth investing in.
What Bitcoin Cash is and if should you own it?

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

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

TIP165: Tobias Carlisle and The Acquirer's Multiple (Investing Podcast) Nov 19, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

What is a good return on the stock market today?
Why is Enterprise value more useful than Market cap when you value stocks?
Can you be diversified owning just one asset class?
How do I size my positions when I buy options?

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 Blog: GreenBackd.com.
Tobias Carlisle’s Acquirer’s Multiple Web page: AcquirersMultiple.com.
Tobias Carlisle’s fund: Carbon Beach LLC.
Tobias Carlisle’s book, Deep Value – 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

TIP164: Billionaire Ray Dalio's new book: Principles (Business Podcast) Nov 12, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why you can have anything but not everything in life.
Why 15 uncorrelated bets is the holy grail of investing.
Ray Dalio’s 5 step process to achieve your goals in life.
The personal advice Ray Dalio gave to Preston.
Ask The Investors: Why is inflation so low when the economy is booming.

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 book, Principles – Read reviews of this book.
Ray Dalio’s article about inflation and the current state of the economy.

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

TIP163: The Intrinsic Value of 3 Stocks (Business Podcast) Nov 04, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why McDonald's is a great company but a horrible stock pick in 2017.
Should you invest in Russia given the high US stock market?
Why dividend payments might be more important for certain stocks.
How to think about the risk of an individual company compared to the market.
Ask The Investors: What will happen to ETFs if the 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.
Dshort’s latest analysis of stock market valuations.
Preston and Stig’s free index of intrinsic value analyses of popular stock picks.
Stig’s intrinsic value analysis of McDonald’s.
Preston’s intrinsic value analysis of Gazprom.
Preston’s intrinsic value analysis of McKesson.

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

TIP162: Atlanta Hawks Owner Jesse Itzler, Mt. Everest, & Colin O'Brady (Business Podcast) Oct 29, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

What Jesse's 29029 event was like.
Jesse and Preston's top take-aways from climbing the mountain 17 times.
What it takes to develop more grit.
The incredible story of Colin O'Brady (climbing the 7 tallest peaks and visiting both poles).
How to overcome major obstacles in your life.

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 Itzler’s 29029 Mount Everest Event.
Jesse Itzler’s Best Selling Book, Living With A Seal.
Colin O’Brady’s Foundation, Beyond 72.

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

TIP161: Warren Buffett, Charlie Munger w/ Renown Author Roger Lowenstein (Business Podcast) Oct 21, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

The one thing that people don’t know about Warren Buffett?
Why Charlie Munger has made Warren Buffett’s more fun, but perhaps not more prosperous.
Why we have the same conversation about Central Banks as we did 100 years ago.
Ask the Investors: What is the future of crypto currency.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Roger Lowenstein’s website.
Roger Lowenstein’s book, Buffett the Making of an American Capitalist.
Roger Lowenstein’s book, America’s Bank.
John Galbraith’s book, The Great Crash 1929 – Read reviews of this book.
Nathaniel Popper’s book, Digital Gold – Read reviews of this book.
Preston and Stig’s podcast episode about The Age of Cryptocurrencies.
Sure Dividend’s Warren Buffett Quotes.

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

TIP160: Bitcoin, Ethereum, Segwit 2X, Atomic Swaps, Lightning Network, and Blockchain Technology w/ Charlie Lee and Tuur Demeester (Business Podcast) Oct 13, 2017

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why Central Banks are manipulating markets and why Bitcoin is important.
What is Segwit 2X.
What is the lightning network.
What is an atomic swap.
What capabilities will be important for bitcoin in the future.
What the future price of bitcoin might be worth.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Luke’s Books on Amazon.
Luke’s Macro Research Firm.
Lyn Alden’s paper on Inflation.
Read the 9 Key Steps to Effective Personal Financial Management.

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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