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

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Latest Episodes:

BTC095: Bitcoin Time Stamping w/ Pierre Rochard (Bitcoin Podcast) Sep 14, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:29 - What is time stamping?
11:24 - Is Bitcoin a decentralized clock?
24:50 - Why is time keeping so important to Bitcoin?
51:45 - What does Pierre think about the big SEC announcement about exchanges regulating coins?
59:31 - Why is Bitcoin not performing like an inflation hedge against CPI?
01:10:34 - Correlation to traditional markets.
01:22:47 - When will all retirement accounts start offering Bitcoin?
01:25:54 - Transaction fees.

*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.
Pierre's Twitter.
Pierre's company Riot Blockchain.
Pierre's podcast: Noded.
Pierre's non-profit: Nakamoto Institute.
Related Episode: Bitcoin Smart Contract w/ Discrete Log Contracts Featuring Pierre Rochard & Ben Carman - BTC018.

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

TIP475: Mastermind Q3 2022 w/ Tobias Carlisle Sep 11, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
35:46 - Why Stig just bought Prosus (Ticker in the US: | Ticker in Europe: PRX) as one of his four stocks in his portfolio.
45:37 - Why Tobias is bullish on First American Financial. (Ticker: FAF)
50:46 - What the patterns typically is for a bear market.

*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.
North Mediafinancial reports and investor relations material.
The slide deck of First American Financial. Make sure to check out page 7.
Learn more about Prosus and the Net Asset Value.
Peter Theil's video, Competition is for losers.
Mastermind DiscussionQ2 2022.
Mastermind DiscussionQ1 2022.
Mastermind Discussion Q4 2021.
Mastermind DiscussionQ3 2021.
Our FREE stock analysis resource,Intrinsic Value Index.
Subscribe to ourFREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquires Podcast
Tobias Carlisle's ETF,ZIG.
Tobias Carlisle's ETF,Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com
Tweet directly to Tobias Carlisle.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP474: Building 4 Unicorn Companies with Celebrity Partners W/ Brian Lee Sep 09, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

07:31 - How Brian and team bootstrapped LegalZoom into the behemoth it is today.
12:17 - How Brian convinced Robert Shapiro to partner with him.
33:12 - ShoeDazzle with Kim Kardashian.
35:38 - How they launched The Honest Company to $160M in revenue in year 2.
43:33 - The secret sauce behind celebrity partnerships.
50:00 - Why he’s building a new company around baseball cards.
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.
LinkedIn Website.
The Honest Company's Website.
ShoeDazzle's Website.
Trey Lockerbie'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!

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

BTC094: The Book of Satoshi w/ Phil Champagne (Bitcoin Podcast) Sep 07, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:24 - What inspired Phil to write the book?
04:33 - How much of Satoshi's writings were not included in the book?
12:16 - What was Satoshi's greatest gift?
12:16 - What was one of the most interesting things Phil uncovered from reading all his writings?
25:03 - What are Phil's theories on who Satoshi was?
28:03 - What does Phil think of Satoshi's strange grammar and sentence structure?
33:26 - Any good orange pilling stories?
38:37 - Gold Versus Bitcoin.
44:03 - What are the arguments that never seem to end that Satoshi already addressed?
51:24 - What do you think Satoshi's take on Bitcoin would be today?

*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.
Phil Champagne's Twitter.
Phil Champagne's book, The Book of Satoshi.

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

Classic 21: Inflation or Deflation w/ Jeff Booth Sep 04, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

06:42 - Why we have too much debt and not enough growth in the world.
07:36 - Why technology is a massive deflationary.
23:15 - Why we need monetary policies deflation on a global scale
30:22 - Why we won’t have a new Bretton Woods
40:57 - Why and how to invest in businesses that have the best networking effect
1:05:59 - Ask The Investors: What does the low-interest rate mean to us as consumers?

*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.
Jeff Booth’s book, The Price of Tomorrow – Read reviews of this book.

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

TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis Sep 02, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
05:59 - What Nancy watches to determine if inflation has peaked.
09:42 - Which indicators does Nancy pay the most attention to.
11:08 - How to use the volatility markets to hedge against inflation.
25:28 - The basics of bond convexity.
27:36 - Opportunities for when inflation and interest rates move towards parity.
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.
Quadratic Capital Website.
Nancy Davis 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!

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

BTC093: The Debt Spiral Defined w/ James Lavish (Bitcoin Podcast) Aug 30, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:43 - What is a debt spiral and is the US currently experiencing one?
11:24 - Why are there so many additional treasuries beyond what was expected in the 3rd quarter 2022?
13:30 - What can the FED do from here?
18:52 - What is the Supplementary Leverage Ratio (SLR) and why's it important?
27:59 - Europe this winter - what's about to happen?
33:09 - Zombie Companies.
37:19 - What are institutional investors waiting for when it comes to Bitcoin?
55:09 - What's happening in Japan it seems like the treasury market is calmer than before?

*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.
James Lavish'sTwitter.
James Lavish'sNewsletter.
James Lavish'sNon-profit.
Related episode: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish - BTC084.
Related episode: Macro and Bitcoin Education w/ Greg Foss, James Lavish, Jason Sansone, & Sebastian Bunney - BTC080.

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

TIP472: Inflation Masterclass continued W/ Cullen Roche Aug 28, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:20 - Why inflation will be moderate in the coming years.
08:44 - Why deflation is more likely than hyperinflation.
16:46 - Whether velocity of money is important for inflation.
25:22 - Whether a negative budget balance leads to inflation.
33:38 - How do you include inflation expectations in your retirement portfolio.
47:42 - What the optimal inflation or deflationary target is.
55:42 - What would a deflationary world look like?
1:00:09 - Whether we are entering a period of a "Fed call".
1:05:55 - What the 2Y treasury is telling us.

*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.
Stig's first part interview with Cullen Roche about InflationMasterclass.
Cullen Roche's website, The Discipline Funds.
Cullen Roche's website, Pragmatic Capitalism.
Tweet directly to Cullen Roche.
Email Cullen at cullenroche@orcamgroup.com.
Cullen Roche's YouTube channel.

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

BTC092: Bitcoin Energy & Custody w/ Parker Lewis & Will Cole (Bitcoin Podcast) Aug 23, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:10 - What is happening between the energy sector and the Bitcoin mining space?
09:00 - Regulator capture with Ethereum.
13:48 - Has Bitcoin reached a tipping point with energy and mining being interlinked?
24:26 - Blackrock endorsing Bitcoin as ESG compliant.
26:06 - Parker's concerns with ESG in general.
37:49 - Taking custody of Bitcoin and why it's so important to its role in the future.
40:31 - Unchained offering final settlement to a person's personal account.
53:36 - Where are energy prices going in Europe from here?

*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.
Parker's Lewis' Twitter.
Will Cole's Twitter.
Unchained Capital multi-signature custody.
Checkmate's video on why he hasconcerns with the Ethereum merge.
Checkmate's Twitter account.
Link to charts from the discussion.
Related episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.
Related episode: Bitcoin, Supply Chains, Debt Ceilings and More w/ Parker Lewis - BTC047.

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

RWH012: Fear the Fed w/ Jim Grant Aug 21, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament.
25:31 - How history shows us that human behavior around money has never really changed.
30:50 - Why it’s futile to forecast interest rates, but wise to know what’s happened in the past.
42:53 - How the Federal Reserve sparked rampant inflation, why it’s scary, & how to deal with it.
55:16 - How central bankers illustrate the perils of overconfidence & the need for humility.
1:03:20 - How the Fed could wreck the U.S. economy while attempting to tame inflation.
1:07:01 - What investment opportunities Jim sees in this high-risk economic environment.
1:10:43 - Why he’s bearish on bonds as a 40-year cycle of falling interest rates comes to an end.
1:19:40 - Why Jim likes gold, not Bitcoin, as a protection against financial chaos & monetary folly.
1:35:07 - Why he adamantly refuses to invest in China.
1:28:47 - What Jim thinks of great investors like Seth Klarman, Paul Tudor Jones, & Bill Miller.
1:36:14 - How to handle the emotional challenge of investing when the stock market is tumbling.
1:40:57 - What we can learn from Bernard Baruch, one of the best investors of the 20th century.
1:44:22 - What you can learn from a classic investment book about the secret of “dying rich.”
1:53:10 - What Jim regards as “the most precious commodity” in life.

*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.
Jim Grant’s website for Grant’s Interest Rate Observer.
Subscribe toAlmost Daily Grant’s, a free (almost) daily commentary on financial markets.
Grant’s Current Yield Podcast, which is co-hosted by Jim & his colleague Evan Lorenz.
Jim’s annual investment conferencein New York City.
Jim’s book Bernard M. Baruch: The Adventures of a Wall Street Legend.
Jim’s book Bagehot: The Life and Times of the Greatest Victorian.
Jim’s investment recommendation, Palm Valley Capital Value Fund.
William Green interviews Bill Millerabout Bitcoin on the “Richer, Wiser, Happier” podcast.
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.