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

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Latest Episodes:

TIP447: How to Build a Human Bias Defense System w/ Gary Mishuris May 13, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:49 - Overconfidence
08:43 - Anchoring
11:18 - Endowment Effect
24:25 - Base-rate neglect and Recency bias
33:01 - Social Proof
48:30 - Scarcity
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.
Silver Ring Value Partners Website.
Behavioral Value Investor Blog.
Gary Mishuris Youtube.
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!

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

BTC077: Bitcoin Solves the Time Stamping Problem w/ Gigi (Bitcoin Podcast) May 11, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:03:09 - What Gigi is most excited about for 2022.
00:04:46 - What causes people to see Bitcoin from the bottom-up.
00:13:28 - What are all the things that Bitcoin is doing simultaneously.
00:17:15 How Bitcoin solves time stamping.
00:23:38 - What is under appreciated in the Bitcoin space right now.
00:21:26 - What incentives will drive the adoption of lightning.
00:55:42 - Proof of Work (PoW) Versus Proof of Stake (PoS).
00:37:32 - How to take something complex and make it digestible.
00:43:08 - What question can you ask someone to understand the breadth of the understanding in 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.
Gigi's article: Bitcoin is Time.
Gigi's article: Inalienable Property Rights.
Gigi's article: Proof of Life.
An Index of other Gigi articles.
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

RWH006: Master Your Mind w/ Arnold Van Den Berg May 10, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN

00:05:14 - How a teenage girl saved Arnold Van Den Berg’s life during the Holocaust.
00:08:54 - How he learned to live a life guided by principles and the search for truth.
00:24:51 - What his father taught him about the extraordinary power of the mind.
00:42:37 - How Arnold transformed his body and mind to become a champion athlete.
00:43:32 - Why “the single most important thing in life is what you believe.”
00:44:39 - How Arnold taught himself to invest with no college degree or professional training.
00:52:34 - What he learned from Ben Graham (and his own mother) about buying bargains.
00:55:58 - Why the key to picking stocks is having the discipline to buy cheap.
01:13:59 - How visualization helped him to become a successful money manager.
01:18:28 - How to use hypnosis and affirmations to reprogram your subconscious mind.
01:13:59 - What specific affirmation he repeats thirty times a day.
01:58:11 - What advice Arnold has for people who are suffering now.

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, “Richer, Wiser, Happier” – read the reviews of this book.
Man’s Search for Meaning by Victor Frankl.
The Wisdom of Your Subconscious Mind by John Williams.
Think and Grow Rich by Napoleon Hill.
Molecules of Emotion by Candace Pert.
Healing Back Pain by John Sarno MD.
The Genie Within by Harry Carpenter.
Mind is the Master by James Allen, including “From Poverty to Power”.
The Dilbert Future by Scott Adams.
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

TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022 May 08, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

03:20 - The biggest takeaways from the meeting.
17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022.
34:15 - Berkshire Hathaway and their plans for share buyback.
41:01 - Warren Buffett’s view of inflation.
1:03:15 - Warren Buffett’s experiences of changing his opinion.
1:16:33 - Warren Buffett's learning objectives on merger arbitrage bets.

*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.
Our interview with Lawrence Cunningham about Berkshire Hathaway.
Our previous episodes about the Berkshire Hathaway Annual Shareholder’s Meetings.
Watch CNBC resource on previous Berkshire Hathaway Annual Shareholder’s Meeting.
Our interview with Guy Spier episode about investing and life.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .
New to the show? Check out our We Study Billionaires Starter Packs.
Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein May 06, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:41 - Current risks posed by supply chain disruption and food shortages.
05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
14:39 - Why the most contrarian bet today is too short commodities.
13:17 - The recent fall of Netflix and how other tech stocks might follow suit.
27:12 - How David thinks through valuation and where the US stands today, compared to the global market.
32:39 - Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
53:18 - What they are and why we should consider them, in addition to another asset called Business Development Companies.
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.
Money for the Rest of Us Website.
Money for the Rest of Us Book.
Money for the Rest of Us Podcast.
David Stein Twitter
CEF Connect Screener.
DSU CEF.
Oaktree CEF.
Amplify Income ETF.
VanEck BDC.
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

BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast) May 04, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:43 - Bill's overall thoughts on the current market conditions.
09:31 - How Bill and his father first found Bitcoin.
12:16 - Why Bill found Bitcoin to be an asymmetric investment.
18:54 - Margin and investing.
21:18 - Thoughts on Musk buying Twitter.
23:35 - Bitcoin vs Crypto.
28:49 - Concentrated investing and why it's important.
31:12 - Mean / Variance Portfolio Theorem.
40:54 - Finding big trends in markets.

*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 IV Twitter.
Miller Value Partners.
Bill's book recommendation: The Psychology of Money by Morgan Housel.
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 13: Security Analysis May 03, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:38 - Why Security Analysis is one of Warren Buffett’s three favorite books.
11:49 - Real case studies where Warren Buffett has directly applied skills acquired from Security Analysis.
13:05 - The highlights for each of the 7 major parts in Security Analysis.
30:08 - The difference in opinion between Benjamin Graham and Warren Buffett when it comes to dividends.

*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.
Preston & Stig’s book, Security Analysis (100 Page Summary) – Read reviews of this book.
Benjamin Graham’s book, Security Analysis – Read reviews of this book.
Benjamin Graham’s book, The Intelligent Investor – Read reviews of this book.
Philip Fisher’s book, Common Stocks and Uncommon Profits – Read reviews of this book.
Adam Smith’s book, The Wealth of Nations – Read reviews of this book.
Preston and Stig’s, Video Lessons.
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

TIP444: The Changing World of Endowments and ESG Policies w/ Ted Seides May 01, 2022

Show notes

Trey invites back Ted Seides to discuss the influence of endowments and hedge funds in today's markets and the impacts of ESG policies.

IN THIS EPISODE, YOU'LL LEARN:

07:16 - How hedge funds and endowments have changed over the last 20 years.
10:58 - The biggest misconceptions regarding endowment funds.
20:30 - The impact of ESG policies and how the narrative around them may be changing or evolving.
28:45 - Why Ted has abandoned his SPAC strategy.
44:54 - How endowments think through allocating across different asset classes, especially alternatives.
And a whole lot 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.
Related Episode: Listen to TIP343- How to Invest Like the Best w/ Ted Seidesor watch the video.
Related Episode: Listen to TIP170 - A Bet With Warren Buffet w/ Ted Seidesor watch the video.
Capital Allocators Podcast.
Capital Allocators' Book.
Ted Seides' Twitter.
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

TIP443: Buffett's Biggest Blunders w/ David Kass Apr 29, 2022

Show notes

Trey Lockerbie chats with Dr. David Kass, who is a Ph.D. economist and professor at the University of Maryland. They discuss how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake, his overpayment for Precision Castparts, and much more!

IN THIS EPISODE, YOU'LL LEARN:

09:47 - The story of how Buffett bought Berkshire after letting his emotions get the best of him and why it was originally a huge mistake.
15:04 - How he could have made hundreds of billions more had he simply invested in insurance.
20:49 - His position in Conocophillips that resulted in a loss and how even through all of that, 1 single dollar invested with Buffett in 1965 would now be worth $3.65M
23:00 - Why buying Dexter Shoes was, in Buffett's words, the worst purchase he ever made.
30:42- How he missed out on Google, Amazon, and others
41:29 - His overpayment for Precision Castparts.
And a whole lot 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.
David’s Blog on Warren Buffett
David Kass Twitter.
Supermoney Book.
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

BTC075: Talking w/ Your Advisor About Bitcoin w/ Morgen Rochard (Bitcoin Podcast) Apr 27, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:31 - What attracted Morgen into finance.
05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted?
17:52 - What are the issues most financial advisors have with Bitcoin?
24:46 - Why do most financial advisors say "crypto" not Bitcoin?
31:06 - How do elderly people that are dependent on a fixed income strategy navigate the current markets?
38:32 - What's the best way for Bitcoin'ers to optimize their taxes?
46:34 - What do you say to couples that have different risk aversions?

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

BOOKS AND RESOURCES