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

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Latest Episodes:

TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll Jan 20, 2023

Show notes

Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Patrick is a self-made entrepreneur with boundless ambition and has built his empire from scratch. Together they discuss today’s real estate markets and so much more!

Patrick has risen from the school of hard knocks to become the success he is today.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:47 - Today’s real estate markets and how they eerily resemble 2008.

14:50 - How real estate investors and more importantly, lenders, are navigating the current landscape.

22:34 - Why multi-family is looked at as the least risky real estate asset.

36:39 - Why a large majority of Gen Z’ers are living with their parents and how the $68 trillion dollar wealth transfer from baby boomers will affect the real estate market.

44:10 - What indicators Patrick relies on.

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.
Carroll Website.
Carroll's Twitter.
Patrick Carroll'sLinkedin.
Trey Lockerbie'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:

HELP US OUT!

Help us reach new listeners by leaving us arating 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

BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast) Jan 18, 2023

Show notes

Preston Pysh interviews Lyle Pratt, an entrepreneur of multiple successful businesses, and a telecommunications and spam expert. They talk about the intersection of the Bitcoin Lightning Network and how it offers a solution to the worsening spam and bots that litter our social media and phone calls.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:18 - Lyle's background as an entrepreneur founding Better Voice.

06:22 - The history of VOIP and how it relates to Bitcoin today.

06:22 - The 402 payment required in the SIP protocol.

10:24 - Lyle's story about finding Bitcoin at the intersection of telecommunications.

12:09 - What was the top thing he took away from successfully building and selling his first company?

14:15 - Lyle's newest company, Vida.

14:22 - Lyle discusses the basics of spam and why it's so prevalent.

24:53 - Spam can become worse with more decentralization.

35:42 - What does the Lightning Network bring to this problem?

54:54 - What Jiu-Jitsu and Bitcoin have in common.

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.
Lyle Pratt's Twitter Account.
Lyle Pratt's Nostr Account.
Lyle's Company, Vida.
Related Episode: Listen to BTC111: Nostr - Decentralized Social Media & Bitcoin w/ William Casarin, 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

TIP515: The Little Book of Valuation by Aswath Damodaran Jan 15, 2023

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:00 - Intro

05:11 - Aswath’s two primary methods for valuing a company.

05:40 - The general truths about valuations that investors should understand.

12:38 - The four most basic inputs to valuing a company.

19:37 - How to go about setting an appropriate growth rate in our valuations.

34:11 - Additional considerations in performing valuations such as a company’s intangible assets.

47:09 - Clay’s intrinsic value assessment of Williams-Sonoma (Ticker WSM).

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.
Tune in to We Study Billionaires' recent episode about Warren Buffet's Money Mind, or watch the video.
Listen to Clay Finck's deep dive on Peter Lynch and his book, One Up on Wall Street, or watch the video.
Aswath Damodaran’s books: The Little Book of Valuation, The Dark Side of Valuation, & Applied Corporate Finance
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

TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards Jan 13, 2023

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.

23:58 - The importance of the velocity of money.

29:12 - How supply chains have evolved and who we’ve ended up where we are.

55:18 - How China’s power has peaked.

57:26 - The need for sound money.

And much, much more!

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.
Jim Rickards' new book: Sold Out: How Broken Supply Chains, Surging Inflation, Political Instability Will Sink the Global Economy.
Related Episode: Listen to TIP233: Jim Rickards on Central Banks, QT, QE, & the FFR, or watch thevideo.
Connect with Jim Rickards onTwitter.
Connect with Trey Lockerbie 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!

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

We Study Billionaires by The Investor's Podcast Network Jan 11, 2023

Show notes

We interview and study famous financial billionaires including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.

We Study Billionaires is the largest stock investing podcast show in the world with 100,000,000+ downloads and is hosted by Stig Brodersen, Trey Lockerbie, and Clay Finck.

This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space.To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.

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

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast) Jan 11, 2023

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:37 - What's the mastermind's thoughts on FTX and SBF?

10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?

14:37 - What's the group's thoughts on Binance?

15:04 - Why is a risk assessment of counterparts risk so important?

15:04 - Thoughts on liquidity and how to use it to understand volatility limits.

22:30 - An overview of Fixed Income Markets and High Yield Debt.

41:39 - Thoughts on inflation and what it might trend towards in 2023.

58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.

01:15:46 - Is China demand coming back online?

01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?

01:31:05 - What to expect from the price of Bitcoin in 2023.

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.
Joe Carlasare's Twitter.
Steven McClurg's Twitter.
Jeff Ross's Twitter.
Joe's legal practice.
Steven's Valkyrie Investments.
Jeff's Investment Management Fund: Vailshire Capital.
Related Episode: Listen to Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross - BTC078 or watch the video.
Related Episode: Listen to Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould - BTC070 or watch the video.
Related Episode: Listen to FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg – BTC088 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

TIP513: Warren Buffett's Money Mind Jan 10, 2023

Show notes

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:54 - What it means to have a “Money Mind”.

10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind.

24:29 - How Buffett continued to evolve as an investor as the investment landscape changed.

29:24 - Tom Gayner’s description of the three stages of value investing that has played out over time.

36:15 - How Bill Miller helped value investors realize that value is sometimes found in the most unexpected places.

45:04 - How Buffett’s mindset differs from that of academics.

45:23 - Why Buffett views stock market volatility as an opportunity rather than the risk in a company.

50:21 - Why investors focused on the process rather than the outcome are better positioned to succeed in the long run.

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.
Tune in to the recent We Study Billionaires' episode covering Peter Lynch.
Learn about Buffett's Purchase of TSM & Meta "Doomsday" Analysis.
Robert Hagstrom’s books: Inside the Ultimate Money Mind, The Warren Buffett Way, & The Warren Buffett Portfolio.
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!

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

RWH020: The Disciplined Growth Investor w/ Fred Martin Jan 08, 2023

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War.

14:22 - How he handles the pain & discomfort of difficult periods in the stock market.

31:52 - Why he thinks Tesla’s stock is overvalued & what he thinks it’s really worth.

35:20 - Why it’s critical for investors to be skeptics who never let down their guard.

43:56 - What insights he drew from studying Benjamin Graham & writing a book about him.

51:44 - How Fred applies a consistent three-step process to every business he analyzes.

54:34 - How to win as an investor by waiting for intrinsic value & the stock price to “true up.”

01:02:25 - Why he regards a legendary free soloist climber as the world’s greatest risk manager.

01:11:43 - How flying planes has helped Fred to refine his understanding of the margin of safety.

01:16:02 - Why he’s given three younger colleagues the authority to veto his stock picks.

01:24:26 - Why he “seals the exits” before buying a stock, assuming that he’ll own it forever.

01:34:29 - Why fund managers should sacrifice their own interests for the sake of their clients.

01:37:56 - What advice he’d give to people who are looking to hire an investment adviser.

01:42:09 - Why he believes that relationships & purpose are the two most important things in life.

01:45:48 - What he’s done to build good health, so that he’s still going strong at age 76.

01:47:24 - How his religious faith has made him a better investor & a better steward of assets.

01:50:10 - What he’s learned about how to endure sorrow & tragedy.

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.
Fred Martin’s investment firm, Disciplined Growth Investors.
Fred Martin’s mutual fund, the Disciplined Growth Investors Fund.
Benjamin Graham and the Power of Growth Stocks, co-authored by Fred Martin
The Psychology of Money: An Investment Manager’s Guide to Beating the Market by Jim Ware
Free Solo, an Oscar-winning documentary about legendary climber Alex Honnold.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’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:

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

TIP512: Top Takeaways from 2022 w/ Trey Lockerbie Jan 06, 2023

Show notes

IN THIS EPISODE, YOU'LL LEARN:

03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple.
13:17 - How energy impacts inflation with Josh Young.
31:55 - Why investors should consider microcaps with Ian Cassell.
38:40 - The vindication of the dollar milkshake theory with Brent Johnson.
47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more.

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.
Trey Lockerbie's Twitter.
Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371.
Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397.
Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421.
Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429.
Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455.
Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480.
Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507.

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

BTC111: Nostr - Decentralized Social Media and Bitcoin w/ William Casarin (Bitcoin Podcast) Jan 04, 2023

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:54 - So what is Nostr?
03:50 - It seems like the protocol is optimized around simplicity, is that it?
06:30 - What does this look like 5 years from now?
10:38 - What other application might pop out of this?
16:19 - What are all these clients interfacing with the protocol?
26:11 - What concerns do you have about open speech on sexual, racial, or explicit things?
28:06 - How do you remove centralized servers with something like this?
33:45 - Can traditional social media companies benefit from using Nostr?
38:24 - What would someone's incentive be to run their own relay?
45:46 - How does this all tie into Bitcoin?

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.
More information about Nostr.
William Casarin's Nostr Account Pub Key: npub1xtscya34g58tk0z605fvr788k263gsu6cy9x0mhnm87echrgufzsevkk5s.
William's Damus App webpage.
William's Twitter.
Astral.Ninja (for creating a Nostr Account).
Verifying your Nostr Account: NostrVerified.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

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