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

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Latest Episodes:

BTC088: FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg (Bitcoin Podcast) Jul 27, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:48 - Steven's quick lesson on the bond market.
07:17 - How should people think about the securitization of lending?
14:20 - How banks are dependent on credit duration on their balance sheet.
24:53 - Steven's opinions on what to expect from the FED.
35:42 - Steven's thoughts on oil moving forward.
37:52 - At what point does the FED have to reverse course?
41:45 - Steven's thoughts on the inverted bond yield curve.
48:48 - Why are we seeing banks starting to buy homes?
51:44 - What's the difference between trust, futures ETFs and Spot ETFs?
56:07 - Is the SEC not approving an ETF to prevent dollars from leaving the system?
01:08:35 - Steven's thoughts on the Euro Dollar system.

*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.
Steven McClurg's Twitter.
Steven's Company Valkyrie.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH011: The Emotionally Intelligent Investor w/ Daniel Goleman Jul 24, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

03:58 - How a famed Harvard psychologist inspired Daniel Goleman to study high performance.
07:00 - How spiritual teachers like Ram Dass and Neem Karoli Baba led him to study meditation.
12:35 - What neuroscientists have discovered about the impact of meditation on the brain.
20:36 - How self-awareness helps us to manage our emotions and stay “balanced” amid chaos.
23:05 - How to become more keenly aware of our fear and anxiety, so we can recover faster.
29:21 - Why George Soros paid close attention to how he felt—emotionally and physically.
31:47 - Why it’s risky to make big decisions when hungry, angry, lonely, tired, in pain, or stressed.
34:50 - How the brain gets “hijacked” by sudden negative emotions—and what to do about it.
37:48 - How Warren Buffett and Bill Miller succeed by reacting unemotionally to bad news.
41:34 - How we can handle stressful situations by learning to think about them differently.
45:15 - How a simple breathing exercise can help you to calm down and improve your focus.
48:52 - Which meditation app Daniel Goleman and William Green both recommend.
55:59 - How to deal with a barrage of information and distractions without losing your focus.
1:04:34 - How Daniel deals with difficult emotions by “sitting with them” until they dissipate.
1:07:50 - How meditation helps multibillionaire Ray Dalio think clearly and maintain his equanimity.
1:09:30 - What Daniel Goleman has learned from his long-time relationship with the Dalai Lama.

*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.
Daniel Goleman’s books “Emotional Intelligence,” “Altered Traits,” & “Focus.”
Daniel Goleman’s website & his coaching/consulting firm, Goleman Consulting Group.
Two classic books by Ram Dass: “Be Here Now” & “Miracle of Love.”
The Ten Percent Happier app, featuring classes by Joseph Goldstein & Sharon Salzberg.
William Green interviews Ray Dalio in episode 410 of the We Study Billionaires podcast.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’sTwitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

TIP465: Value Investing in the Digital Age w/ Adam Seessel Jul 22, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.
10:18 - Adam’s Business, Management, and Price (or BMP) checklist.
14:33 - Why value investors should reconsider investing in high-growth tech companies.
34:23 - Why Generally Accepted Accounting Principles (or GAAP) do an injustice for tech companies.
38:38 - The concept of “Earnings Power” and how it changes the Net Present Value.
49:36 - How to assess great management.
56:37 - How tech companies use new ROC metrics like CAC and LTV.
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.
Where the Money Is Book.
Adam Seessel's Linkedin.
Trey Lockerbie's Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

BTC087: Bitcoin Fedimint - A Decentralized Custody Protocol w/ Obi Nwosu (Bitcoin Podcast) Jul 20, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:26 - How Obi became familiar with Bitcoin.
13:39 - What Obi learned from running a major exchange for 8 years.
21:02 - Things people should look for when selecting an exchange.
27:44 - How Obi became a board member with Jay-Z and Jack Dorsey.
37:15 - What is the Fedimint Protocol?
51:41 - What is a federation and how does it work?
55:28 - How inventions in the 80's are now finally being put into application 40 years later.
01:06:15 - How Fedimint can be used on the base layer and L2.
01:11:07 - What does a federation bring to custody - what is its importance?
01:15:30 - How Obi envisions Fedimint protocol being used in the future.
01:15:30 - What Obi is building on Fedimint.

*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.
Obi Nwosu's Twitter.
The FediMint.org protocol website.
Obi's company Fedi.
Obi's company Fedi on Twitter.
The FediMint Group on Telegram.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

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

Classic 19: Billionaire Reid Hoffman Lessons Learned Jul 17, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:06 - What is the secret to the success of Silicon Valley?
03:40 - How to manage a company that is growing at 2.5% – per day!
19:54 - How to use your network to find new job opportunities.
26:11 - Why financing and distribution is just as important as the product you are selling.
40:17 - Ask The Investor’s Podcast: How do I value fast growing unlisted companies?

*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.
The Investor’s Podcast’s episode about Reid Hoffman’s book, The Start-up of you.
Kai-Fu Lee’s book, AI Superpowers – Read reviews of this book.
One of Steve Jobs’ favorite books, Inside the Tornado – Read reviews of this book.
John Carreyrou’s book, Bad Blood – Read reviews of this book.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

TIP464: The Billionaire Coach's Playbook W/ Matt Spielman Jul 15, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:55 - Matt’s experience interacting with Bill Campell, the Trillion Dollar Coach in the eponymously named book.
03:46 - What billionaires are often looking for when seeking out a coach.
07:36 - Why Matt decided to go back to school before becoming a coach, even though he had a highly pedigreed resume.
23:56 - A framework for determining when it makes sense to follow your passion and how Matt defines success.
28:28 - What coaching is and what it is not.
40:47 - Matt’s Game Plan System.
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.
Inflection Point Book Website.
Via Character Website.
Trey Lockerbie Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

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

BTC086: The Macro Hurricane w/ Lawrence Lepard (Bitcoin Podcast) Jul 13, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:21 - Why it's so hard for businesses to operate in this environment.
08:01 - His thoughts on the CDS for banks right now.
10:55 - How do things unfold in Europe?
22:39 - Future manipulating the spot Bitcoin Price.
32:27 - More QE.
37:45 - Does Larry see the economy starting to get deflationary any time soon?
42:39 - What does Russia want and what's their end game?
49:43 - At what point does the bond market preemptively stop believing the FED can normalize?
56:36 - Advice for people on a fixed income.
01:04:27 - What are the top three charts Larry pays attention to?

*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.
Larry's Equity Fund: Equity Management Associates.
Larry's Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
Browse through all our episodes (complete with transcripts) here.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH010: High-Performance Habits w/ Guy Spier (Part 2) Jul 10, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:02:04 - How Guy Spier deals with the many competing demands on his time and energy.
00:03:07 - Why it’s vital to have clarity about your life mission and to structure your life around it.
00:09:00 - Why it’s helpful to write your own obituary or funeral speech.
00:09:59 - What strategies help Guy to focus better and handle the challenge of having ADHD.
00:11:53 - How to construct an environment that enables you to think calmly and deeply.
00:26:22 - How Guy structures his reading and why he routinely sends notes to his “future self.”
00:30:43 - Why he owns a minuscule quantity of about 100 stocks.
00:32:28 - Why he believes the real key to learning is to nurture relationships with the right people.
00:37:04 - What guiding principles help him to decide how to manage his time.
00:40:06 - Why he reads great novels and studies mathematics, instead of living a narrower life.
00:45:48 - What you should optimize for in life. Hint: it’s not money.
00:54:47 - What advice Guy has on how to compound goodwill.
01:03:07 - Why the best path to success and happiness is to focus heavily on lifting up other people.
01:15:36 - What he learned from Jordan Peterson about the unexpected power of telling the truth.

*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.
Related Episode: Part 1 of William Green's interview with Guy Spier - How to Build Enduring Wealth - RWH009.
Stig and Preston interview Guy Spier about his book, “The Education of a Value Investor.”
Stig and Preston interview Guy Spier about his $650,100 lunch with Warren Buffett.
Guy Spier’s book, “The Education of a Value Investor" – Read reviews of the book.
Subscribe to Guy Spier’s free newsletter.
Guy Spier’s podcast and website.
Guy Spier interviewsWilliam Green about his book, “Richer, Wiser, Happier.”
William Green’s book, “Richer, Wiser, Happier” –read the reviews of this book.
William Green’s Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.

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

RWH009: How to Build Enduring Wealth w/ Guy Spier (Part 1) Jul 10, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:03:02 - How Guy Spier’s ancestors lost their family fortune and became refugees in the 1930s.
00:11:41 - How Guy was shaped by this story and embarked on a quest to restore their lost fortune.
00:24:20 - Why investors need to recognize that nothing is stable and everything changes.
00:28:12 - Why Guy settled in Switzerland and why he worries about the future of the U.S.
00:35:34 - Why he doesn’t like Bitcoin or gold, preferring to own “productive assets.”
00:45:11 - Why it’s critical to invest in a way that’s true to your own nature.
00:51:00 - Why so many highly intelligent and talented fund managers end up failing.
00:59:45 - How the crash of overvalued growth stocks proves again that “price really does matter.”
01:03:17 - Why Nick Sleep’s concept of “destination analysis” is such a valuable filter for investors.
01:14:08 - How to prosper by owning great businesses that occupy the “economic high ground.”
01:27:00 - Why it’s so important to size your bets correctly and not get too carried away.
01:36:31 - How Guy clones people like Warren Buffett and Mike Ovitz, yet tries to be true to himself.
01:44:34 - How Buffett taught him that every person is an equal soul and should carry equal weight.
01:48:38 - What Buffett figured out about the benefits of becoming more lovable and kinder.

*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.
Related Episode: Part 2 of William Green's interview with Guy Spier -High-Performance Habits - RWH010.
Stig and Preston interview Guy Spier about his book, “The Education of a Value Investor.”
Stig and Preston interview Guy Spier about his $650,100 lunch with Warren Buffett.
Guy Spier’s book, “The Education of a Value Investor" – Read reviews of the book.
Subscribe to Guy Spier’s Free Newsletter.
Guy Spier’s podcast and website.
Guy SpierinterviewsWilliam Green about his book, “Richer, Wiser, Happier.”
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green’s Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP463: Investing for Profit and Joy w/ Howard Lindzon Jul 08, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

05:29 - Why Howard thinks the stock market is rigged.
08:07 - How to treat investing and business like a game.
20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch.
23:54 - Howard’s 8 & 80 rule.
44:15 - Social Leverage
45:03 - How to create a network of brilliant people.
46:39 - How to cultivate joy in investing.
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.
Social Leverage Website.
Stocktwits Website.
Panic with Friends Podcast.
Investing for Profit and Joy.
Trey Lockerbie Twitter.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

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