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

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Latest Episodes:

TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel Oct 07, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:34 - Some reasons why microcaps are outperforming some of the larger cap segments.
05:46 - How Ian compares the current market to 2008.
14:22 - Risks and opportunities appearing as interest rates move higher.
25:13 - Private Equities' recent interest in public markets.
35:50 - Some strategies and stock ideas from the recent Summit.
And much, much more!

*Disclaimer: Slight timestamp discrepancies 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.
Microcap Club's Website.
Microcap Clug's Twitter.
Ian Cassel's Twitter.
Sleuth Investor Book.
MicroCap Advantage Paper.
Trey Lockerbie'sTwitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery (Bitcoin Podcast) Oct 05, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:58 - Why are property rights an important starting point for understanding the differences between Proof of Work (PoW) and Proof of Stake (PoS)?
07:41 - What is Abstract Power versus Physical Power and why are they important for understanding PoS Vs PoW?
20:45 - Why do the rules around property rights keep breaking down throughout time?
40:45 - Explain the importance of basic computer science and how computer programs work so we can understand the differences in PoS and PoW.
49:50 - A general introduction to PoS and PoW.
57:25 - Hal Finney and Adam Back’s contributions to developing the first blockchain.
01:15:15 - If you were going to exploit a PoS or PoW system, how would that work?
01:23:08 - Creative destruction and how it applies to protocols.
01:31:59 - Jason’s thoughts on Jamie Dimon liking everything but PoW.
01:38:15 - Vitalik Buterin’s comments on PoS not being tethered to physical reality.
01:42:17 - How has the faculty at MIT responds to your research?
01:58:30 - If you had a message to policy makers, what would it be?

*Disclaimer: Slight timestamp discrepancies 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 Lowery'sTwitter
Jason Lowery’s website and writings on Bitcoin.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH014: The Resilient Investor w/ Matthew McLennan Oct 02, 2022

Show notes

William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022.

IN THIS EPISODE, YOU'LL LEARN:

02:36 - How Matthew McLennan grew up off the grid without electricity or hot running water.
12:56 - What he learned as a money manager at Goldman Sachs during the dotcom bubble.
15:57 - Why investors should try to emulate the patient, selective mindset of gardeners.
27:01 - How the most resilient businesses remind Matt of great wines and enduring artworks.
35:01 - Why investors need to respect the phenomenon of entropy as an ironclad law of life.
44:18 - Why investors should be wary of hot growth stocks, which are liable to fade.
46:27 - Why there’s surprising beauty in mundane businesses like bicycle brakes & elevators.
57:14 - How to ask the right “splitting” questions as a way to rule out what you shouldn’t own.
1:07:07 - Why gold might be more attractive than Bitcoin as a potential hedge against chaos.
1:18:25 - Why it’s wise to diversify overseas, where many stocks are much cheaper than in the US.
1:23:33 - Why the high-flying US dollar is at risk of weakening in the years to come.
1:32:59 - Why Matt is wary of Chinese stocks & thinks China’s ascendancy is not inevitable.
1:37:17 - What history can teach us about the growing risk of war between the US & China.
1:38:52 - Why it’s critical to set aside time to read, reflect, & distill what you’re learning.

*Disclaimer: Slight timestamp discrepancies 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.
Website for First Eagle Investments.
Fred Schwed’s classic book, Where Are the Customers’ Yachts?
History of the Peloponnesian War by Thucydides.
Hendrik Bessembinder’s study of wealth creation in US stocks from 1926-2019.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green onTwitter.

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

TIP479: How to Invest w/ David Rubenstein Sep 30, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy.
00:24:52 - David’s thoughts on the current fundraising environment.
00:32:27 - How David built Carlyle into a global PE institution.
00:36:48 - David’s early career in politics and how it led him to PE.
00:56:41 - How David approaches philanthropy.
01:01:51 - The current state of higher education and ESG policies.

*Disclaimer: Slight timestamp discrepancies 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.
David Rubenstein's Book, How to Invest.
The Carlyle Group'sWebsite.
The David RubensteinShow.

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

BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast) Sep 28, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:21 - Sam's comments on the WEF's excitement for ETH's Proof of Stake Merge.
12:09 - Sam's overview on CBDC.
12:46 - Why Sam has concerns about what CBDC's will take away from everyday citizens.
38:40 - How Sam thinks CBDC will be implemented around the world.
47:22 - Sam explains the history of the ECB and the challenges it faces with the emerging energy crisis.
01:05:54 - What is the most important thing happening right now in markets that you think many people are missing?

*Disclaimer: Slight timestamp discrepancies 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.
Sam's Twitter Post on the WEF's activities around Proof of Stake.
Sam's Twitter Account.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP478: Market Cycle Masterclass w/ David Stein Sep 25, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:10 - Why we have cycles.
02:11 - What the credit cycle is.
09:16 - How are cycles interrelated.
11:53 - Where we are in the real estate cycle.
17:55 - Where we are right now in the cycle.
25:35 - How adjusting risk to your portfolio depends on the market cycle.
31:02 - Why junk bonds might be a good investment depends on the credit cycle.
36:10 - Which questions to ask an asset manager.
39:32 - How to evaluate a track record.
50:50 - Why assets managers like to talk about their mistakes.
1:08:15 - How to think about risk and reward.

*Disclaimer: Slight timestamp discrepancies 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 David Stein’s podcast, Money For the Rest of Us.
Visit David Stein’s Website.
Visit David Stein’s YouTube channel.
Listen to our interview with David Stein about Netflix.
Listen to our interview with David Stein about Evergrande, Alibaba, and the Collapse.
Our interview with Howard Marks about Mastering the Market Cycle.

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

TIP477: Recession Proof Your Portfolio With Farmland w/ Artem Milinchuk Sep 23, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

09:05 - How Farmland is a great hedge against both inflation and recessions.
15:41 - Why Bill Gates is the largest private owner of farmland with nearly 270,000 acres.
22:08 - Which commodities are optimal.
26:17 - How to assess a Farmland deal.
31:48 - Why Artem prioritizes US farmland.
40:34 - Where farmland should sit in a portfolio.
And much, much more!

*Disclaimer: Slight timestamp discrepancies 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.
FarmTogether Website.
Trey LockerbieTwitter.

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

BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast) Sep 21, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:22 - The numbers around federal interest expense and rising interest rates.
23:58 - Mike's thoughts on the broad money supply being the best way to measure inflation.
28:36 - A comparison between now and 2007.
34:51 - Explaining reverse repo in a simplified way.
47:23 - How do countries use reserve to defend a currency and does the countries size matter?
48:07 - Why currency spreads are making it hard to service dollar denominated debts.
54:47 - Is this time different?
58:25 - Is the 50% attack vector even worth worrying about?
01:03:03 - Mike Stroup's background.
01:04:18 - Mike and Preston share military pilot stories.

*Disclaimer: Slight timestamp discrepancies 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.
Mike Stroup's Twitter
The charts from the show.

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

RWH013: Move Slow, Win Big W/ Thomas Russo Sep 18, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:17 - What Tom Russo learned from a life-changing encounter with Warren Buffett in 1982.
09:53 - Why “agency” cost is one of the greatest risks facing all investors.
14:02 - Why Tom favors companies that willingly endure pain today for gain tomorrow.
16:02 - How he rode Berkshire Hathaway from $900 to more than $430,000 per share.
21:08 - Why Buffett’s team of successors should do fine when Berkshire is in their hands.
27:17 - What Tom learned while working for investment legend Bill Ruane.
38:16 - Why Tom immediately sold Wells Fargo & Altria after realizing they’d lost their way.
48:46 - Why Tom loves brands where consumers believe there’s “no adequate substitute.”
53:39 - Why Tom is bullish about Heineken’s long-term future, even after owning it for 36 years.
01:07:08 - How Tom succeeds by resisting short-term temptations & deferring gratification.
01:16:09 - What Tom failed to understand about Alibaba & the political risks of investing in China.
01:23:11 - How Tom thinks about moral questions like whether it’s okay to own tobacco stocks.
01:25:51 - How innovators like Nestlé & Heineken are helping to combat climate change.
01:35:13 - How Tom’s investment success is fueled by his insatiable curiosity.
01:37:41 - What Tom learned from Charlie Munger about the importance of trusting your gut.

*Disclaimer: Slight timestamp discrepancies 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.
Thomas Russo’s 2018 Google Talk on “Global Value Investing.”
Warren Buffett discusses Bill Ruane, who ran the Sequoia Fund & helped train Tom Russo.
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:

HELP US OUT!

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

TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi Sep 16, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
12:17 - Brian’s most important attribute when valuing a company
15:22 - The difference between real moats and fake moats
27:51 - When to emphasize valuation and when not to
37:12 - Brian’s assessments of Alphabet, FIGS & AXON
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies 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 Does the Stock Market Go Up? Book.
Brian Feroldi Twitter.
Brian Feroldi Newsletter.
Brian Feroldi Youtube.
Trey Lockerbie Twitter.
Related Episode: Why does the stock market go up? w/ Brian Feroldi - TIP437.
Related Episode: Creating An Investing Checklist w/ Brian Feroldi - TIP375.

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.