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

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Latest Episodes:

Classic 15: The Great Minds of Investing May 31, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about?
08:39 - What can all value investors learn from reading William Green’s book?
47:24 - Ask The Investors: Can you be successful by investing according to a formula?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
William Green’s book, The Great Minds of Investing.
William Green's podcast: Richer, Wiser, Happier by The Investor's Podcast Network.
Related Episode: Richer, Wiser, Happier - TIP345.
Related Episode: Wisdom from the Greatest Investors - TIP398.
Related Episode: William interviews Ray Dalio in The Changing World Order - TIP410.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.

SPONSORS

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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!

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TIP452: Elon's Twitter Takeover and Field Trip's Psychedelic Future w/ Dr. Ryan Yermus May 29, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

03:53- Where the markets might be heading.
12:36 - Elon’s latest update on his Twitter takeover.
32:54 - Why alternative energy should be the main focus for climate innovation.
39:05 - Field Trip’s business model.
43:22 - General information about how psychedelics are being used for medical treatment.
and 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.
All-In Summit Website.
Full interview with Elon Musk.
Field Trip Website.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s 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

TIP451: The Story of Bill Gross aka The Bond King W/ Mary Childs May 27, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

06:48 - How Ed Thorpe influenced Bill Gross in the early days.
04:49 - How Bill pioneered a market for trading bonds.
09:23 - How Bill founded Pimco and the famous Total Market return fund.
21:41 - How they successfully navigated the GFC and established an abnormal relationship with the government along the way.
31:44 - The trade that began the decline of Bill’s time at Pimco.
51:25 - Bill’s own autobiography was recently released.
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.
The Bond King Book.
Planet Money Podcast.
Mary Childs' Substack.
Trey Lockerbie Twitter.
Preston, Trey & Stig’s 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

BTC079: The Bitcoin Energy Revolution w/ Shaun Connell (Bitcoin Podcast) May 25, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:47 - How Bitcoin first got into Shaun's life as an energy executive.
07:48 - What was the reaction of most energy company executives that are learning about Bitcoin?
12:16 - How fast is Bitcoin being adopted into the grid's infrastructure?
14:08 - How does Bitcoin impact the bottom line for energy companies?
14:08 - How does Bitcoin impact the energy grid's stability?
22:21 - How policymakers understand the advantages of Bitcoin mining.
37:26 - How energy prices may impact the value of Bitcoin moving forward.
49:20 - What's the momentum for adding Bitcoin into the energy sector's asset mix?
01:00:54 - As the price runs, does it become harder for the physical hardware infrastructure to capture the margins?

*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.
Shaun Connell's Twitter.
Shaun's company, Lancium.
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.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett May 24, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks.
00:08:19 - Why this period has been “extraordinarily painful” for Miller and many of his peers.
00:08:54 - Why war, inflation, and rising interest rates mean we’re in a new investment environment.
00:15:06 - Why he believes the battered stock market looks poised for a rebound.
00:15:32 - How to handle the emotional pressure of brutal downturns in financial markets.
00:17:31 - How he came to be the biggest individual shareholder of Amazon not named Bezos.
00:26:28 - What stocks he’s looking at now that seem wildly cheap.
00:25:13 - Why he’s bullish about Chinese tech and internet stocks like Baidu and Alibaba.
00:49:39 - Why he regards Bitcoin as an insurance policy against financial catastrophe.
00:55:59 - What he thinks Warren Buffett and Charlie Munger don’t understand about Bitcoin.
01:15:58 - Why he has over 80% of his personal investment portfolio in Bitcoin and Amazon.
01:22:36 - What other major investments he owns in his personal portfolio.
01:23:49 - Why he plans to retire at the end of 2022 and what he’ll do with his new-found freedom.
01:34:08 - What gives him satisfaction when he looks back on his career as a legendary investor.

*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.
Bill Miller’s investment firm, Miller Value Partners.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
“On a Certain Blindness in Human Beings” by William James
Is Crypto Re-Creating the 2008 Financial Crisis? An interview with Hilary Allen.
A Meeting of Great Minds: Bill Miller & William Green interview each other in 2021.
Preston Pysh’s interview with Bill Miller’s son and successor, Bill Miller IV.
Related Episode: Legendary Investor Bill Miller - TIP247.
Related Episode: Legendary Investor Bill Miller On Stocks, Commodities, & Crypto - TIP180
Related Episode: Investing Legend Bill Miller On Apple, Amazon, Bonds, & Tesla - TIP117.
William Green’s Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra May 22, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ)
17:42 - Why Hari wants to invest in Meta (Ticker: FB)
38:41 - Why Stig has decided to invest with Mohnish Pabrai

*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.
Mastermind Discussion Q1 2022.
Mastermind Discussion Q4 2021.
Mastermind Discussion Q3 2021.
Stig Brodersen's interview with Mohnish Pabrai.
William Green's interview with Ray Dalio.
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE 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.
Hari's Blog: BitsBusiness.com
Tweet directly to Hari.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson May 20, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

09:55 - Why it’ll be best to hold US assets over time.
15:51 - Why is the Japanese Yen reaching 40-year lows?
23:01 - How high energy costs exacerbate the issue.
29:57 - Why the stagflation playing out today is the worst-case scenario.
50:31 - The performance of silver and gold.
1:00:14 - What is causing the dollar to strengthen to 20-year highs.
And much much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Communityto engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Dollar MilkshakeExplanation Video.
Santiago Capital Website.
Brent Johnson Twitter.
Trey LockerbieTwitter.
Preston, Trey & Stig’s 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

BTC078: Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross (Bitcoin Podcast) May 18, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:42 - The FED's Soft Landing.
09:10 - The Luna Stable Coin melt-down.
23:20 - What's happening in the bond market?
49:26 - Whether the stock market is due for a correction or not.
53:56 - What's happening in China?
01:00:50 - Regulation coming out of the Luna situation.
01:16:09 - What it will take for the SEC to approve a Spot ETF.

*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.
Joe Carlasare's Twitter.
Jay Gould's Twitter.
Jeff Ross's Twitter.
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.

SPONSORS

Support our free podcast by supporting our sponsors:

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

Classic 14: One Up on Wall Street May 17, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

07:59 - If new investors should build their portfolio around small cap stocks.
13:55 - Why there is more to it than just picking companies you understand.
22:34 - How to identify a stock pick that has pricing power.
27:26 - A rather untraditional approach to identifying good stocks.
36:05 - Ask The Investors: Should a value investor invest in net-net stocks?

*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.
Peter Lynch’s book: One Up On Wall Street – Read Reviews for this book.
Peter Lynch’s book: Beating The Street – Read Reviews for this book.
Tobias Carlisle’s book: Deep Value – Read Reviews for this book.
Support our free podcast by supporting our sponsors.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP448: A Way to Hedge Inflation? w/ Dan Handford May 15, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:35 - How to compete in competitive real estate markets and why conservative underwriting is necessary for longevity.
08:08 - Ways to reduce your tax bill by investing in CRE.
09:30 - Who CRE firms and funds go to for debt financing and what the debt structure can be for large real estate firms.
12:02 - How real estate investors are taxed.
25:03 - The difference between preferred equity and common equity.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Communityto engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
TIP’s Real Estate podcast
Multifamily Investor Nation conference
PassiveInvesting.com’s Mariner Grove offering
PassiveInvesting.com’s Self-Storagefund
Joe Fairless’ book Best Ever Apartment Syndication
All of Robert’s favorite books