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

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Latest Episodes:

TIP493: Should CEOs Have Term Limits? w/ Bill George Nov 11, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

17:01 - Bill’s early crucibles that helped him evolve into an empathetic leader.
30:25 - How to find your own True North and how to determine whether a company's leader is following their own.
27:26 - How Bill took Medtronic to $60B while cultivating an inclusive culture.
34:25- Why Bill set a 10-year term limit for his time at Medtronic.
37:12 - CEO’s that handled the pandemic the right way including Satya Nadella of Microsoft, Mary Barra of GM, Corie Barry of Best Buy and others.
52:42 - Teaching Tracy Britt Cool at Harvard, who became Warren Buffett’s protege.
54:21 - Where CEOs go wrong.
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.
True NorthBook.
Bill George'sWebsite.
Trey Lockerbie Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC103: Bitcoin Policy Update w/ Jason Brett (Bitcoin Podcast) Nov 09, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:04 - A recap of the Lummis Gillibrand Bill.
05:32 - What is the Digital Commodities Consumer Protection Act of 2022 (DCCPA)?
05:32 - Who's trying to make the DCCPA happen?
17:21 - What are the implications of the DCCPA if passed?
28:17 - A walk through of the White House Climate and Energy Implication of Crypto-Assets in the United States.
52:12 - What are the three rules the White House is operating off-of when it comes to digital assets?
52:12 - Implications of CBDCs.
01:04:45 - How are Bitcoin nodes handled in the DCCPA?

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.
Jason Brett's Twitter.
The Lummis Gillibrand Bill.
The DCCPA Bill.
The White House Climate and Energy Implications by Nic Carter.
Related Episode: Bitcoin Policy Considerations w/ Jason Brett - BTC073.
Related Episode: The Lummis-Gillibrand Digital Asset Bill w/ Jason Brett & Tyler Lindholm - BTC082.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP492: The Best Investor You've Never Heard of Nov 08, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.
00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund.
00:14:54 - What fundamentally set Amazon and Costco apart from all other companies.
00:15:33 - Sleep’s ideas related to portfolio management and portfolio diversification.
00:23:14 - How Sleep uses Destination Analysis in selecting investment opportunities.
00:25:43 - How Sleep capitalized on purchasing cheap stocks during the great financial crisis.
00:36:45 - Some thoughts on one of Sleep’s recent purchases in ASOS.

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 Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
Learn how Warren Buffett built his $100 billion fortune here.
Check out Bill Miller and William Green's conversation here.
Check out John Huber's episode on Millennial Investing here.
William Green's book - Richer, Wiser, Happier.
Follow Clay on Twitter and Instragram.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP491: Macro and the Energy Market w/ Lyn Alden Nov 06, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.
05:37 - Why we have a boom and bust cycle in the oil market.
15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum.
22:40 - What the OPEC+ cut mean for the oil market.
22:55 - What can the west do to lower the price of oil.
32:36 - Whether inflation can be fixed without fixing the energy markets.
38:47 - What happens if the inflation target of 2% changes.
42:49 - Why the FED counterintuitively is not pushing down the bond yields.
58:09 - What Powell should do dependent on what he wants to achieve.
58:42 - What it means that the US is exporting inflation.
1:03:22 - Why the currencies of many emerging economies are appreciating and the Euro, Pound, and Yen are not.

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.
Our interview with Lyn Alden about Gold and Commodities.
Our interview with Lyn Alden about Global Investment Opportunities.
Lyn Alden's free website.
Lyn Alden's premium newsletter.
Lyn Alden’s blog post, Energy: Area Under the Curve.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus Nov 04, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

08:06 - How today’s economy compared to the early eighties when Bernie was co-founding Home Depot.
14:11 - Bernie’s early jobs as a waiter, comedian, and even hypnotist.
37:15 - Bernie’s take on ESG, given that Home Depot, won the Most Socially Responsible Company award the year he retired
40:02 - What it was like to travel around and sharing business tips with Sam Walton.
54:11 - Lessons from philanthropic efforts in integrative medicine and the Georgia Aquarium.
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.
Kick Up Some Dust Book.
Built from Scratch Book.
Trey Lockerbie Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC102: Bitcoin Lightning Network Changing the Energy Sector w/ Austin Mitchell (Bitcoin Podcast) Nov 02, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:13 - Austin Mitchell's Background and research in the energy sector.
10:40 - What problems do energy companies currently deal with that Bitcoin can potentially solve?
31:08 - What does the potential future with Bitcoin look like with energy companies?
35:13 - How does the lightning network offer solutions in the energy sector?
36:35 - Use cases and specific problems around the world where Bitcoin is currently offering a solution.
48:02 - What is his company Synota currently working on to solve these problems?
51:24 - How does Austin's company currently try to tackle the issues at hand?

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.
Austin's Company: Synota.
Austin Mitchell's Twitter.
Austin's Article: Towards a Future of Energy Abundance.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP489: Intrinsic Value Analysis of Dollar General & Apple Nov 01, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

06:31: - The opportunities and risks of investing in Dollar General & Apple.
07:34 - Clay’s assessment of the intrinsic value of Dollar General & Apple.
08:55 - What Dollar General’s catalysts for future growth will be, and why their growth may just be getting started.
17:55 - Why Dollar General should weather through a recession relatively well.
31:01 - Why Warren Buffett loves Apple as an investment, and why it is his largest stock position.
35:46 - A breakdown of Apple’s business segments.
57:57 - Why it’s important to have a long-term mindset as a value investor.

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 Clay’s previous episode covering Warren Buffett's 12 Investment Principles.
William Green's book -Richer, Wiser, Happier.
Robert Hagstrom’s book - The Warren Buffett Way.
Follow Clay on Twitter and Instagram.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP488: Current Market Conditions W/ Richard Duncan Oct 30, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:41 - Where the economy is heading, now that credit growth has been reversed.
07:29 - The steep decline in the treasury markets around the world and what’s driving it.
14:09 - England's pension plan fiasco.
29:23 - Why the FED’s net income has turned negative for the first time ever and how it can be reversed if politicians understand the mechanics Richard lays out.
59:14 - The $280B Chips & Science Act that was recently signed into law.
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.
Richard Duncan'sWebsite.
Macro Watch's Website.
The Money Revolution Book.
Trey Lockerbie Twitter
Related Episode: How To Finance The Next American Century W/ Richard Duncan - TIP424.
Related Episode: Has Inflation Peaked? W/ Richard Duncan - TIP365.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast) Oct 26, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:22 - What is happening between the United States and China with chip manufacturing?
04:55 - Is the FED being weaponized against Russia and China?
23:11 - What should people expect in the energy sector moving forward?
29:54 - Zoltan Pozsar's quote about commodity-backed money.
31:36 - Who's actually buying UST right now?
35:18 - What triggers the next big FED Pivot?
47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
01:03:34 - What's currently happening the Japanese treasury 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.
Luke's Books.
Luke'sNewsletter.
Twitterthread onChina-US Chip manufacturing.
Related Episode: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen - BTC067.
Related Episode: Luke Gromen on China, Evergrande, Macro, & Bitcoin - BTC045.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study) Oct 25, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

02:30 - What Warren Buffett’s 12 investment principles are.
08:26 - Why Buffett has largely avoided technology companies over his career.
14:07 - Why Buffett loves companies that repurchase shares.
28:32 - Tips that Buffett shares to help us assess a management team.
31:02 - How to calculate the intrinsic value of a company.
37:50 - Why investing psychology is critical to understand.
51:36 -How Coca-Cola fit perfectly into these 12 principles.

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.
Clay’s previous episode covering How Warren Buffett Became the Greatest Investor to Ever Live.
Robert Hagstrom’s book - The Warren Buffett Way.
Follow Clay on Twitter and Instragram.

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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