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

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Latest Episodes:

Classic 10: Warren Buffett's Book Recommendation - The Outsiders Mar 22, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

06:25 - Why you want the CEO to think more like a capital allocator than a traditional CEO.
09:23 - How the best capital allocators create arbitrage on their own stocks.
24:39 - Use to use debt intelligently when growing your company.
36:27 - How and why the most profitable companies do not compete on price.

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 Thorndike’s book, The Outsiders – Read reviews of this book.
Additional resources on International P/E Ratios.
Free executive summary of The Outsiders.

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

TIP432: The Creator Economy, Building a Personal Moat and Mental Health Stack w/ Alex Lieberman Mar 20, 2022

Show notes

Trey Lockerbie invites back the Co-Founder and Executive Chair of MorningBrew, Alex Lieberman. Alex discusses his foray into the creator economy, angel investing and building a personal moat. They also explore his journey with mental health and how it’s inspired him to launch a new podcast on the subject.

IN THIS EPISODE, YOU'LL LEARN:

04:34 - The benefits of building an audience when it comes to investing and the shift from "product first" to "personality first" and what that means.
24:36 - How to build a personal moat to set you up for success.
38:47 - What role luck has played in Alex’s career.
1:02:16 - How successful people, billionaires especially, deal with anxiety and manage their mental health.
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.
Morning Brew’s Website.
Founders Journal’s Podcast.
Imposters’ Podcast.
Related Episode: TIP344 - A Deep Dive Into Morning Brew’s $75M Valuation W/ Alex Lieberman.
Alex Lieberman’s 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:

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

TIP431: The Big World of Microcaps w/ Ian Cassel Mar 18, 2022

Show notes

Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management.

IN THIS EPISODE, YOU'LL LEARN:

03:02 - Why do microcaps get a bad wrap?
05:39 - How a few of the greatest investors got their start in microcaps.
14:46 - How to identify microcaps that could grow up to be macro caps.
23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits.
32:04 - The pros and cons of a highly concentrated portfolio.
47:18 - Ian’s strategy for finding profitable and sustainable microcap companies with great management.
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.
Microcap Club's Website.
Ian Cassel's Twitter.
Intelligent Fanatics' Books.
Intelligent Fanatics Capital Management'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:

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

BTC069: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew Mar 16, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:06 - The importance of understanding what counterparty risk is.
15:38 - Why self-custody is so important right now.
31:20 - The main takeaways for a person in the market today.
31:20 - Retirement planning and how to think about Bitcoin in your IRA.
31:20 - Difference between self-directed IRAs and vehicles like GBTC.
51:03 - What is happening with policy decisions.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check outUnchained Capitalwhere Parker and Jeff work.
Checkout Parker Lewis' Twitter.
CheckoutJeff Vandrew's Twitter.
Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.
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

RWH002: Investing Wisely in an Uncertain World w/ Howard Marks Mar 15, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

04:31 - How Marks was shaped by his first experience of a stock market bubble and crash.
12:04 - How conversations with his son have led him to modify his investment principles.
18:20 - Why he came to believe that buying cheap assets is the key to successful investing.
26:01 - What is his view of the current investment environment?
36:37 - Why Marks regards emotion as the “greatest enemy” of superior investing.
48:40 - How to invest successfully in a period of high inflation.
54:48 - Why Marks now believes that his “knee-jerk skepticism” about Bitcoin was wrong.
58:43 - Why Marks is bullish on China at a time when most foreign investors are running scared.
01:04:03 - Why moral values like integrity, candor, and fairness are essential to a good life.
01:14:00 - How to succeed by playing to your own strengths and living life on your own terms.

*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.
Howard Marks’ Memos.
Howard Marks’ “Something of Value” Memo.
Howard Marks’ book, The Most Important Thing Illuminated.
Howard Marks’ book, Mastering the Market Cycle.
Preston and Stig discuss The Most Important Thing book on We Study Billionaires Episode 073.
Trey interviews Howard Marks on We Study Billionaires Episode 073.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
William Green interviews Ray Dalio on We Study Billionaires Episode 410.
William Green’s Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP430: From Facebook to Meta and Beyond w/ Bill Nygren Mar 13, 2022

Show notes

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B.

IN THIS EPISODE, YOU’LL LEARN:

01:39 - An update on Facebook, now Meta, since our last discussion in June 2021.
11:53 - Oakmarks process to finding and vetting stock ideas.
31:58 - How they think about diversification once they’re highly allocated in a certain sector.
35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet.
46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv.
58:29 - A forecast of Oil and how EOG and Conoco will follow.
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.
Oakmark Funds Website.
Related Episode: TIP355 - Why Facebook Is A Value Stock W/ Bill Nygren and Mike Nicolas.
Related Episode: TIP293 - Intrinsic Value Assessment Of Bank Of America W/ Bill Nygren.
Trey Lockerbie Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP429: What is happening with Oil? w/ Josh Young Mar 11, 2022

Show notes

Trey Lockerbie chats with expert Josh Young from Bison Interests as they do a deep dive on Oil. Bison returned 350% in 2021 compared to the S&P 500’s 29% and they cover a lot of reasons why they may just be getting started.

IN THIS EPISODE, YOU’LL LEARN:

01:17 - Why oil has been the most hated commodity as of late.
07:09 - Debunking myths about oil.
04:06 - Why supply levels could lag demand for the foreseeable future.
17:30 - The key drivers of Oils spike in price.
36:06 - Oil producers that Josh is invested in.
59:13 - The Russia/Ukraine conflict and how it could potentially disrupt supply.
1:06:42 - How Europe’s decline of Natural Gas will affect the price.
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.
Josh Young Twitter.
Bison Interests Website.
Bison Interest Twitter.
Trey Lockerbie Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC068: Bitcoin Exchange & Mining Policy Incentives w/ Magdalena Gronowska (Bitcoin Podcast) Mar 09, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:59 - How Magdalena got involved in Bitcoin.
02:38 - What it was like being a supreme court-appointed bankruptcy inspector for an exchange failure.
10:29 - How events in Canada have impacted the way people view self-sovereignty.
12:57 - Her experience with the 1st Bitcoin Fund on the TSX (3IQ Bitcoin fund).
24:34 - The economic incentives that work best for policymakers in this space.
27:06 - How Magdalena is thinking through the policy decisions from a mining standpoint.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Magdalena on Twitter.
Magdalena's companyCoinkite.
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.
Browse through all our episodes (complete with transcripts) here.

SPONSORS

Support our free podcast by supporting our sponsors:

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

RWH001: The Life Force Revolution w/ Tony Robbins Mar 08, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN

05:02 - How an accident led Tony Robbins to discover the miracle of regenerative medicine.
08:10 - How a wave of scientific breakthroughs can revitalize your body and even save your life.
15:07 - Why it’s critical to detect health threats early with the help of new diagnostic tests.
20:45 - What simple lifestyle changes can boost your energy levels and transform your health?
31:31 -How to handle extreme stress, overcome adversity, and take control of your mind.
41:39 - How to shift yourself into a high-energy state in which you perform at your peak.
51:07 - Why do so many billionaires lead surprisingly unhappy lives?
58:20 - How happiness and fulfillment depend on two things: growth and giving.
60:27 - What high performers like Richard Branson, Tom Brady, and Ray Dalio have in common.

*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.
Tony Robbins’ book, Life Force.
Stig and Preston's interview with Tony Robbins.
Stig and Preston's discussion of Tony Robbins’ book, Money: Master the Game.
Stig and Preston's discussion of Tony Robbins’ book, Unshakeable.
Tony Robbins’ charity, Feeding America.
William Green interviews Ray Dalio on We Study Billionaires Episode 410.
William Green’s book, Richer, Wiser, Happier – read reviews of this book.
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.

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

TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman Mar 06, 2022

Show notes

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio.

IN THIS EPISODE, YOU’LL LEARN:

01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.
05:05 - The forecast for oil, which is a number that might surprise you.
05:57 - The driving factors behind oil’s price movement.
23:27 - His massive trade on Bitcoin and how he compares it to gold.
24:32 - His biggest current position is in Uranium.
31:17 - The pivot away from real estate for Mongolia Growth Group.
37:56 - Potentially undervalued stocks in US real estate.
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.
Kuppy's Blog.
Praetorian Capital's Website.
KEDM's Website.
Kuppy's 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:

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

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