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

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Latest Episodes:

BTC085: Sven Henrich on the Central Banker's Dilemma (Bitcoin Podcast) Jul 06, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:18 - How Sven sees the current macro set-up.
10:18 - Will the central banks keep tightening until something breaks?
21:35 - What will the next round of stimulus look like from a size standpoint?
25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet?
39:57 - Sven's thoughts on technical analysis.
50:53 - Why did Sven change his mind about Bitcoin?

*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.
Sven Henrich on Twitter.
Sven's website Northman Trader.
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

TIP462: What is money? w/ Lyn Alden Jul 03, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:11 - What is the cause and effects of falling empires and debasement of currencies.
11:09 - Why the hardest money does not always win.
17:08 - The problem with commodity money.
24:21 - The relationship between fiat currencies and warfare.
30:49 - What the Tiffin dilemma is, and how it’s relevant today.
37:52 - Why Japan's macro situation is distinctly different than what will happen in the US and Europe in the years to come.
46:07 - Why the Bank of Japan can’t forgive the debt to the government.
59:24 - What history can teach us about the performance of stocks, bonds, gold, and oil in times of inflation.

*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.
Our interview with Lyn Alden aboutGold and Commodities.
Our interview with Lyn Alden aboutGlobal Investment Opportunities.
Lyn Alden's free website.
Lyn Alden's premium newsletter
Lyn Alden’s blog post, What is Money, Anyway.
Our interview with Alex Gladstein, the author of Check your Financial Privilege.
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:

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

TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy Jul 01, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:00 - The 4 horsemen of the investing apocalypse, according to Jim.
12:01 - How and why certain factors change over time.
18:27 - The best approach to using discounted cash flow models.
26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators.
59:30 - How Jim built OSAM and why he decided to ultimately sell.
1:07:54 - What Jim learned from his highly successful and philanthropic grandfather.
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.
OSAM Website.
Infinite LoopsPodcast.
OSAM Research.
What Works On Wall StreetBook.
Why Do Individuals Exhibit Investing BiasesStudy.
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

BTC084: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish (Bitcoin Podcast) Jun 29, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:20 - What in the world is happening with the Japanese Yield Curve Control?
15:12 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius).
27:57 - Frequencies of settlement.
32:07 - Are monetary policy-makers wagging the tail of politicians?
34:07 - At what speed is this current cycle going to play out?
35:29 - Has inflation peaked?
42:49 - Recent statements by FED Chair Powell.
49:47 - The battle between producer states and consumer states.
01:09:52 - The housing market cooling off.

*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 Twitter.
Looking Glass Education Website.
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.
Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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:

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

Classic 18: Made in America Jun 28, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:35 - Sam Walton’s 10 pieces of advice for building a successful business.
05:35 - What Amazon learned from Walmart.
28:29 - Why it is a big problem if your team is not complaining.
38:43 - Ask the Investors: Are Warren and Charlie the competitive advantage of Berkshire Hathaway?

*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 Walton’s book, Made in America – Read reviews of this book.
Preston and Stig’s discussion of Jeff Bezos and Amazon.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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

TIP460: Investing the Sir John Templeton Way w/ Lauren Templeton Jun 26, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

10:14 - How he pioneered the idea of behavioral finance by living it.
12:32 - The highlights of Sir John Templeton’s career.
35:00 - What led John to become Sir John.
38:20 - How Lauren’s fund has evolved since it was first funded by Sir John.
52:42 - Lauren’s thoughts on nature vs nurture, having grown up in a family of famous investors.
1:01:00 - How to invest at the time of optimum pessimism and if we are there today.
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.
Templeton & Phillips Website.
Templeton Newsletter.
Lauren Templeton'sTwitter.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson Jun 24, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

02:03 - How Vitaliy is thinking through today’s market.
21:06 - When active value investing is too active.
31:50 - How to develop better habits.
40:24 - What Vitaliy has learned from Stoicism.
55:59 - How honing your art and craft is essential for investing and other areas of life.
59:48 - What we can learn from classical composers as well as painters such as Van Gogh.
01:08:34 - The equation for a meaningful life.
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.
Soul in the Game Book.
Vitaliy Katsenelson Twitter.
Contrarian Edge Website.
IMA's Website.
Between Races Poem.
Trey Lockerbie Twitter.
Related Episode: Value Investing And Market Cycles w/ Vitaliy Katsenelson.
Related Episode: Discovering Value Investments w/ Vitaliy Katsenelson.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

BTC083: Jack Dorsey’s Decentralized Identity Network w/ Pablo Fernandez (Bitcoin Podcast) Jun 22, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:20 - How Pablo found Bitcoin after two decades as a software developer.
07:15 - Jack Dorsey's Web 5 announcement - what is it?
08:32 - A deep dive into decentralized identity and data storage over the lightning network.
28:36 - What his general thoughts are on the lightning network.
36:57 - What are some of the biggest misunderstandings in development?
41:22 - What are your thoughts on the decentralization of the lightning network?
49:34 - Do you see a world where most people are running their own full node via something like a router?
1:01:11 - How the world will be split between the producers and 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.
Pablo Fernandez's Twitter.
Pablo's website for his upcoming book: Bitcoin 201.
Pablo's company Swan Bitcoin.
New to the show? Check out our We Study Billionaires Starter Packs.
Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.
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:

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

Classic 17: Smarter, Faster, Better By Charles Duhigg Jun 21, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

03:13 - Why control is the key to motivating people.
08:11 - How do you form the best teams?
22:02 - Why GE is setting both SMART goals and strength goals.
29:17 - How to statistically make the best decisions.
41:41 - Ask the Investors: How diversified should I be when my portfolio is my net worth?

*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.
Charles Duhigg’s book, Smarter Faster Better – Read reviews of this book.
Preston and Stig’s episode on Charles Duhigg’s book. The Power of Habits.
Preston and Stig’s episode on Malcolm Gladwell’s book, Outliers.
Preston and Stig’s episode about how to focus.
Preston and Stig’s episode on the importance of trust in business.
Preston and Stig’s episode about creativity.
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

TIP458: Why Billionaire Charles Schwab Invested in Kalshi w/ Luana Lopes Lara Jun 19, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:30 - What Kalshi is and why it’s a very unique company.
02:36 - How events trading works.
03:18 - What it took to get Kalshi approved by the Commodity Futures Trading Commission (or CFTC) - the first company of its kind to do so.
42:57 - Why Billionaire Charles Schwab personally invested in the company.
53:01 - Why Luana and her cofounder Tarik decided to create the company.
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.
Kalshi'sWebsite.
Trey Lockerbie Twitter.
Check out our favorite Apps and Services.
New to the show? Check out our We Study Billionaires Starter Packs.
Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.