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

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Latest Episodes:

BTC124: Bitcoin is a Strategic National Necessity w/ Pierre Rochard (Bitcoin Podcast) Apr 04, 2023

Show notes

Preston Pysh and Pierre Rochard talk about the current draft bill in Texas that's trying to limit Bitcoin mining and what this means in the broader context of state's rights and their competition between local jurisdictions.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:10 - Why Pierre was in the Texas Congress testifying about the benefits of Bitcoin and it's mining infrastructure.

04:40 - Explain why Bitcoin is a National Security issue if a country fails to adopt and understand it.

07:55 - How much settlement is currently happening on Bitcoin and why is that important?

08:48 - Why Demand Response System are important to ensure grid stability.

23:50 - Who is the customer of Bitcoin mining?

36:08 - State rights issues and bipartisanship with respect to Bitcoin.

38:08 - What is the cost of running the existing fiat system compared to Bitcoin?

42:51 - Why CBDCs are so dangerous to freedom in the United States.

48:27 - Choke-Point 2.0.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Pierre Rochard's Twitter.
Riot Mining.
More information about this draft TX Bill.
Related episode: Listen to BTC116: Bitcoin Ordinals and NFTs on Layer 1 Bitcoin w/ Pierre Rochard, or watch the video.
Related episode: Listen to BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre & Morgen Rochard, or watch the video.

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

TIP541: How Equity Crowdfunding is Changing the Game w/ Daniel Gallancy Apr 04, 2023

Show notes

On today’s episode, Clay Finck sits down with Daniel Gallancy to chat about the evolution of capital markets and how equity crowdfunding allows individual investors to get access to new investment opportunities.

Daniel is the CEO of Atakama. Atakama is a cybersecurity company that is pioneering multifactor encryption, enabling unrivaled data protection through distributed cryptographic key management. Organizations rely on Atakama to protect their most sensitive data, even when identity or rules-based access controls fail.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

00:04:30 - How the venture capital space grew from nothing to a $750 billion industry.

00:08:43 - How the returns of venture capital compare to public equity markets.

00:11:46 - The difference between primary and secondary markets.

00:23:26 - How private capital markets have evolved over time with new regulations.

00:30:20 - Which regulations allowed investors to purchase fractional shares in real estate and art.

00:31:35 - How equity crowdfunding differs from traditional crowdfunding.

00:37:16 - What sort of role equity crowdfunding opportunities can play in a portfolio.

00:42:17 - How investors can take advantage of Atakama’s equity crowdfunding round.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Learn more about Atakama’s equity crowdfunding round here.
Find Atakama’s website here.
Tune into our previous episode covering The Banking Crisis Explained. Watch the video here.
Check out our recent episode covering The Joys of Compounding by Gautam Baid. Watch the video 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

RWH024: Wealth, Wisdom, & Happiness w/ Tom Gayner Apr 02, 2023

Show notes

In this episode, William Green chats with Tom Gayner, one of the great long-term investors of our time. Tom is the CEO of the Markel Corporation, a global financial holding company, where he oversees about 20,000 employees. Here, he shares his time-tested advice on how to achieve enduring success in business & investing while also building a happy & fulfilling personal life.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:38 - How Tom Gayner made a fortune by setting up a retirement account at age 14.

10:59 - What he learned from his grandmother about the glory of long-term compounding.

16:29 - How to succeed through steady, persistent progress over long periods of time.

30:00 - Why humor, fun, & joyfulness are central aspects of Tom’s approach to work.

35:15 - Why it’s so helpful to set down your thoughts, principles, & values in writing.

38:33 - Why we should bet on companies that do things “for” their customers, not “to” them.

41:17 - What Charlie Munger teaches about the secret of success.

47:52 - How to flourish in business & life by compounding relationships built on trust & love.

1:00:46 - How Berkshire Hathaway embodies everything Tom looks for in a business.

1:09:08 - What we can learn about investing from the comedian Jerry Seinfeld.

1:12:17 - How Tom approaches the challenge of appraising a person’s talent & integrity.

1:13:23 - Why he prefers to aim for satisfaction, not optimization.

1:26:39 - Why you should never check your luggage when you travel.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tom Gayner’s company, the Markel Corporation.
Tom Gayner’s 2022 letter to shareholders.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’s Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson Mar 31, 2023

Show notes

Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks.

Andrew is the co-founder of Tiny, which has been called the Berkshire Hathaway of Tech companies. Andrew turned his first business, MetaLab, into a not-so-tiny conglomerate in a similar fashion to how Buffett turned an old textile mill into the juggernaut Berkshire is today.

IN THIS EPISODE, YOU'LL LEARN:

0:00 - Intro

04:50 - The philosophies behind Tiny and how it operates.

10:49 - How he partnered up with Bill Ackman and Howard Marks on some exciting deals.

30:07 - Andrew’s insights from his conversations with Warren Buffett and Charlie Munger.

35:56 - What it means to set “Anti-goals”.

54:03 - The art and science of self care, de-stressing and delegation.

59:00 - Andrew’s thoughts on parenting, philanthropy, entrepreneurship, investing and a TON of amazing resources.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
How to Get Rich: One of the World's Greatest Entrepreneurs Shares His Secrets by Felix Dennis.
Khan Academy Website.
The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber.
The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai.
Tao of Charlie Munger: A Compilation of Quotes from Berkshire Hathaway's Vice Chairman on Life, Business, and the Pursuit of Wealth with Commentary by David Clark.
Influence, New and Expanded: The Psychology of Persuasion by Robert B. Cialdini.
The Psychology of Human Misjudgment by Charlie Munger Audiobook.
Tiny Website.
Trey Lockerbie'sTwitter.
Andrew Wilkinson'sTwitter.

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

BTC123: The Legacy Banking System in Shambles w/ Alf Peccatiello (Bitcoin Podcast) Mar 29, 2023

Show notes

Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other asset classes.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:25 - Global perspectives and insights.

05:28 - The impact of immediate withdrawals on banks' cash reserves.

11:49 - Twitter debates: QE returns or not?

11:49 - Dispelling Bitcoiners' mistrust in the banking system.

28:43 - Piecing together the European inflation & bond yield puzzle.

34:52 - Predicting the 10YR-2YR inversion's future.

34:52 - Shadow banking and insurance companies under the microscope.

42:58 - Real estate and REITs in times of high debt and interest rates.

42:58 - Examining inflation stickiness in today's economy.

50:32 - Unexplored insights: What's being overlooked?

55:33 - Debating the debt spiral scenario.

55:33 - From problem talk to finding solutions.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Macro Alf's Website and Content.
Macro Alf's Twitter.
Related episode: Listen to TIP495: The Changing Composition of Money w/ Alfonso Peccatiello, or watch the video.
Related episode: Listen to MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello, or watch the video.

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

TIP539: The Banking Crisis Explained w/ Shawn O'Malley Mar 28, 2023

Show notes

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means for investors.

Shawn is the chief editor and writer of our daily financial markets and investing newsletter. He aims to bring a value investor’s perspective to understanding current events.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

00:07:18 - What led to the recent bank failures of Silvergate, Silicon Valley Bank, and Signature.

000:16:03 - How the Federal Reserve responded to prevent a collapse of the banking system.

00:18:07 - How each crisis is setting a precedent and making impacts in the crises that proceed it.

00:30:19 - Why Credit Suisse was forced to sell to UBS for pennies on the dollar.

00:33:27 - What the recent drop in treasury yields means for markets.

00:46:43 - How investors can prepare themselves for this difficult economic environment.

00:52:05 - How investors should view money market funds in light of recent events.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Follow Shawn on Twitter.
Tune into our previous episode covering The Joys of Compounding.
Check out our recent episode covering Mark Leonard's Letters and Constellation Software.
Follow Clay on 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!

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

TIP538: Richer, Wiser, Happier, Q1 2023 w/ William Green & Stig Brodersen Mar 26, 2023

Show notes

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” They discuss what has made them Richer, Wiser, or Happier in the past quarter.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:31 - How to think about investing with an asset manager that yields a lower return and has good values, or an asset manager with a higher return and bad values.

27:35 - The role of money vs. happiness for billionaires.

48:55 - What Stig and William learned from Ray Dalio.

54:51 - Why pain + reflection = progress.

1:25:16 - What Stig and William learned from Charlie Munger.

1:44:22 - Why William bought Alibaba and Seritage Growth Properties.

1:53:09 - Which investing books made it to the top 5 for Stig and William for Q1 2023, and why.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to Stig Brodersen and William Green’s episode on Money and Happiness or watch the video.
Listen to William Green’s interview with Ray Dalio or watch the video.
Tune in to William Green’s interview with Fred Martin about being a disciplined growth investor or watch the video.
William Green’s book Richer, Wiser, Happier – read reviews of this book.
Fred Martin’s book, Benjamin Graham and the Power of Growth Stocks – read reviews of this book.
Bruce Greenwald’s book, Competition Demystified – read reviews of this book.
Joel Tillinghast’s book, Big Money Thinks Small – read reviews of this book.
Ray Dalio’s book, Your Guided Journal – read reviews of this book.
Aswath Damodaran’s book, The Little Book of Valuation – read reviews of this book.
Gautam Baid’s book, The Joys of Compounding – read reviews of this book.
Q&A with Charlie Munger from theDIJO meeting.
Watch the trailer for Free Solo.

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

TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle Mar 24, 2023

Show notes

Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more.

Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate.

IN THIS EPISODE, YOU'LL LEARN:

00:00 - Intro

08:32 - Ian’s outlook for 2023, especially as it pertains to the risks surrounding bank failures and other illiquidity issues.

15:01 - How interest rates and cap rates affect one another.

18:58 - Which asset class has the most upside opportunity at the moment and which strategies will be most optimal.

35:05 - Ian’s predictions on the future of office and retail.

01:18:35 - The risks of capital calls, especially in a downward market.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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 TIP423: Real Estate Update w/ Ian Formigle, or watch the video.
Related Episode: Listen to TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle, or watch the video.
Check out Crowdstreet.
Trey Lockerbie's Twitter.
Ian Formigle'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

BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast) Mar 22, 2023

Show notes

Preston Pysh sits down with global macro and security intelligence thinker, Matthew Pines to talk about China and its deeply manipulated market conditions, Japan being a major choke point for international interest rates, central bank digital currencies, and many more interesting ideas.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:19 - How Matthew Pines became familiar with Bitcoin.

03:26 - Was the balance of payments between net producers and net consumers a reason why we have so many global issues?

07:29 - How often do companies Matthew consults with, bring up Bitcoin?

11:59 - What is the impact China is going to have from a geopolitical standpoint?

22:43 - How does Japan's interest rates underpin the rates around the world?

34:44 - How geopolitical decision are extremely complex and not made with just a monetary lens.

36:32 - What caused the dollar to change course in November?

49:10 - Why the US Treasury and FED may need private stable coin issuers instead of CBDCs.

01:00:54 - What is Matthew's take on the BIS and their proclamations against Bitcoin?

01:10:44 - How do we address Elected Officials to affect change?

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Matthew Pines on Twitter.
BPI Bitcoin Lobbying.
KSG Consulting.
Matthew's Book: Expectation Value.

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

TIP536: Buffett and Munger’s Principles and Mental Models Mar 21, 2023

Show notes

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding.

Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:11 - The virtues of philanthropy and good karma.

06:24 - How we can simplify both our investments and our life.

14:45 - The importance of achieving financial independence.

21:42 - How Charlie Munger achieved financial independence.

26:28 - Why the key to success is delayed gratification.

29:20 - How we can properly assess a management team.

56:03 - The importance of using an investment checklist to avoid common mistakes.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out the book, The Joys of Compounding.
Tune into our previous episode covering The Joys of Compounding. Watch the video here.
Check out our recent episode covering Mark Leonard's Letter's and Constellation Software. Watch the video 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.