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

Copyright: © This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.

Latest Episodes:

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson Dec 16, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:34 - How to apply probabilistic thinking when approaching investing.
14:26 - Will’s structure for the “perfect portfolio”.
32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
54:58 - Assessing different types of risk including political risk.
1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
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.
Massif CapitalWebsite.
Will Thomson Twitter.
Trey Lockerbie 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

BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast) Dec 14, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What has been happening at Unchained Capital since the FTX blow-up?
07:13 - What are some of the most common concerns of Self-Custody?
12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?
22:43 - The difference between non-probate assets versus probate assets.
28:38 - What are the risks of not properly performing inheritance planning?
30:15 - Checkbook IRA versus other methods.
39:59 - Legal and policy update after the FTX situation.
01:01:37 - Biggest mistakes people make in inheritance planning.

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.
Unchained Capital.
Information on the The McNulty Case.
Jeff Vandrew's Twitter.
Phil Geiger's Twitter.
Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.

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

TIP503: The Story of Airbnb and Brian Chesky Dec 13, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

04:38 - How Airbnb originally started and its keys to becoming a $60 billion company.
07:13 - Why getting into Y-Combinator was the critical turning point for Airbnb to get off the ground.
11:40 - How their transition to selling specialty breakfast food helped keep them from going bankrupt.
21:13 - Growth hacks Nate Blecharczyk used to help grow the company in the early days.
29:12 - Airbnb’s biggest hurdles and challenges to becoming a big tech player.
30:39 - Advantages Airbnb has over hotels in the hospitality industry.
33:55 - How Chesky ensured Airbnb would become a stronger business through the pandemic despite losing 80% of their business practically overnight.

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 into the recent We Study Billionaire’s episode covering the Hedging Inflation.
Learn about Ray Dalio's Book - Big Debt Crises.
Leigh Gallagher’s book: The Airbnb Story.
Robert Leonard’s interview with Travis Zappia on Airbnb Short-Term Rental Investing.
Tune into Clay Finck chatting with Rihard Jarc about Airbnb’s stock at the end of this episode.
Follow Clay on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH018: How to be Happy w/ Tsoknyi Rinpoche & Daniel Goleman Dec 11, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

06:06 - What Tsoknyi Rinpoche learned from his extraordinary father, Tulku Urgyen Rinpoche.
21:26 - Why it helps not to suppress, judge, or resist your emotions, but to be aware of them.
24:09 - How to “handshake” painful emotional patterns that Rinpoche calls “beautiful monsters.”
26:34 - What science shows about the power of acknowledging & accepting our feelings.
36:31 - What to do when these difficult emotions feel too intense & traumatic to handle.
45:03 - How to settle your mind & reduce stress with a simple belly-breathing technique.
48:41 - How to practice “calm abiding” by focusing with gentle awareness on your breath.
50:37 - How to ease up with the help of Rinpoche’s subversive mantra: “Who cares? So what?”
57:42 - How to meditate with open awareness, watching thoughts & emotions arise & pass.
1:04:36 - How our minds catastrophize & how to prevent this emotional tailspin.
1:06:41 - What science shows about how meditation improves our focus, calmness, & productivity.
1:07:45 - How to deal with the worry that we’re not productive enough & are always falling short.
1:10:17 - How to nurture an easy-going, light-hearted sense of “happiness without reason.”
1:11:11 - How compassion, love, & care emerge when we’re free from our emotional baggage.

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.
“Why We Meditate,” a new book co-authored by Daniel Goleman & Tsoknyi Rinpoche.
Daniel Goleman’s books “Emotional Intelligence,” “Altered Traits,” & “Focus.”
Tsoknyi Rinpoche’s “Fully Being” online meditation course.
Tsoknyi Rinpoche’s books “Open Heart, Open Mind” & “Carefree Dignity.”
David Hawkins’ book “Letting Go.”
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William’s previous podcast with Daniel Goleman: “The Emotionally Intelligent Investor.”
William Green’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

TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat Dec 08, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:30 - An overview of investment banking and private equity.
04:45 - Why you should consider allocating some of your portfolio to private equity.
07:35 - How the democratization of private equity is changing.
10:09 - How Darin got involved with Linqto and why it’s an important resource for investors.
24:30 - The mechanics of investing in private equity.
37:48 - The current environment for private equity and how billionaires like Howard Marks are navigating it.
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.
Linqto Website.
How Money Works Youtube.
Trey Lockerbie 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

BTC107: The Real Impact of the IMF and World Bank w/ Alex Gladstein and Sam Callahan (Bitcoin Podcast) Dec 07, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

05:50 - So what is the intended mission of these organizations (IMF and World Bank)?
25:16 - What is Structural Adjustment and why is the impact misunderstood?
30:17 - The story of Shrimp in Bangladesh and how it helps listeners understand Structural Adjustment.
40:25 - How and why countries that take on IMF loans are more likely to take on even more debt in the future.
44:55 - How poor countries are in essence subsidizing the abundance of rich countries while destroying their ability to be self-sufficient.
55:30 - Why the IMF and World Bank never found a dictator that they didn't like.
01:22:27 - How countries that have taken the most loans are also the countries that have the highest concentration of Bitcoiners.

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.
Alex Gladstein's article: Structural Adjustment: How the IMF and World Bank Repress Poor Countries and Funnel Their Resources To Rich Ones.
Alex's organization, the Human Rights Foundation.
Alex Gladstein'sTwitter.
Sam Callahan'sTwitter.
Sam Callahan's company, Swan Bitcoin.
Related Episode: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan - BTC097.
Related Episode: How Fiat Blinds Bitcoin's Importance w/ Alex Gladstein - BTC071.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP501: Investing During an Inflationary Environment Dec 06, 2022

Show notes

IN THIS EPISODE YOU’LL LEARN:

01:24 - What are the primary drivers of inflation in 2022.
08:34 - How different asset classes perform during inflationary time periods.
21:45 - Why gold and cash flowing real estate can give good inflation protection.
25:36 - Why TIPS can help investors hedge against inflation.
36:39 - Warren Buffett’s advice on hedging inflation.
39:57 - Clay’s intrinsic value analysis of Adobe and Microsoft.

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 into the recent We Study Billionaires' episode covering Ray Dalio's thesis on the long-term debt cycle.
Learn about the Lessons from Billionaire Howard Marks.
Lyn Alden’s article: Investing During Stagflation and Four Simple Reasons to Buy Gold.
Related Episode: Stig’s recent interview with Lyn Alden.
Thomas Chua’s blog: Steady Compounding.
Ray Dalio’s books: Big Debt Crises & The Changing World Order.
Check out William Green’s conversation with Ray Dalio here.
Check out Preston and Stig’s overview of Big Debt Crisis here.
Follow Clay on Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP500: Berkshire Hathaway Shareholder's Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck Dec 04, 2022

Show notes

IN THIS EPISODE YOU’LL LEARN:

02:36 - What is the Berkshire Hathaway Annual Shareholder’s meeting
30:19 - How do you attend the Berkshire Hathaway Annual Shareholder’s meeting
39:16 - What is the Intrinsic Value of Berkshire Hathaway, and how do you value the company
59:54 - What is the Intrinsic Value of Apple, and how do you value the company

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.
Read more about how to Attend the Berkshire Hathaway Annual Shareholder’s Meeting and the free events hosted by The Investor’s Podcast Network.
Access TIP’s itinerary for the Berkshire meeting here.
Register for the TIP events here.
Contact Clay about the WhatsApp Group atclay@theinvestorspodcast.com.
Stig Brodersen and Preston Pysh’s book, The Warren Buffett Accounting Book – Read reviews of this book.
Chris Bloomstran’s valuation of Berkshire Hathawaywith Stig Brodersen.
Adam Mead’svaluation of Berkshire Hathaway with Stig Brodersen.
Listen to Clay’s episode to learn more about how to value Apple.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP499: Investing Through A Bear Market w/ David Gardner Dec 02, 2022

Show notes

IN THIS EPISODE YOU’LL LEARN:

02:42 - David’s take on the current bear market and how to keep calm.
09:14 - Assessments of Netflix.
19:02 - The new era of Amazon.
31:26 - Assessments of Meta.
36:31 - Assessments of Apple
42:56 - Assessments of Hershey.
58:59 - How David and his brother Tom navigated their own business through previous recessions that resulted in laying off over 80% of their employees at one point.
1:04:42 - How David approaches learning and teaching his family about investments and life.
1:12:38 -The new Motley Fool Ventures and Foundation endeavors.
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.
The Motley Fool Website.
The Rational Optimist by Matt Ridley Book.
You Have More Than You Think Book.
Rule Breaker Investing Podcast.
Trey Lockerbie Twitter.
Related Episode: Breaking the Rules w/ David Gardner - TIP385.

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

BTC106: FTX Failure, GBTC, Genesis DCG & more w/ Dylan LeClair (Bitcoin Podcast) Nov 30, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:14 - Paper Bitcoin and what's causing the massive sell-off.
08:52 - How Silicon Valley VC fed the "Crypto" scam.
09:51 - How much more impairment is left in the market?
14:00 - What is happening with Genesis and DCG?
26:56 - What is happening with the GBTC discount?
31:27 - What is happening with Silvergate Bank?
38:56 - ETH and OFAC Compliance.
52:56 - What is happening with Tether?

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.
Dylan's article: The Conclusion of the Long-term Debt Cycle and the Rise of Bitcoin.
Related Episode: Bitcoin Derivatives & On-Chain Data w/ Will Clemente & Dylan LeClair - BTC053.

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Investor’s Podcast (We Study Billionaires) – The Investor’s Podcast Network

Related Podcasts

Links

Stay Connected