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

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Latest Episodes:

Classic 07: Billionaire Tony Hsieh's Book - Delivering Happiness Feb 15, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

19:06 - How to make customer service your corporate vision and strategy.
21:08 - How to make your corporate culture your competitive advantage.
27:39 - Why your organization should write a culture book.
42:17 - How a CEO can fire his board of directors.
48:04 - The 4 factors to sustainable happiness.

*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 Hsieh’s book: Delivering Happiness – Read reviews of this book,
Read our free executive summary of the book, Delivering Happiness.
The Investors Podcast’s Corporate Culture Scholarship open to undergraduate and graduate students.
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

TIP422: Frontier Market Investing w/ Maciej Wojtal Feb 13, 2022

Show notes

Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon.

IN THIS EPISODE, YOU’LL LEARN:

01:12 - Why you want to be invested in a stock market that is opening up.
16:32 - The bull and bear case of investing in Iran. One of the biggest frontier markets in the world.
25:17 - Why the Iranian stock market has performed better than the S&P500 and will continue to do so.
46:22 - Why Iran might be the investment opportunity of a generation.

*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.
Amtelon Capital’s website.
Maciej Wojtal’s Twitterprofile.

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

TIP421: Expectations Investing w/ Michael Mauboussin Feb 11, 2022

Show notes

Trey Lockerbie chats with a very special guest and that is investing legend Michael Mauboussin. Michael is the Head of Consilient Research at Counterpoint Global. He is also the author of three books as well as an adjunct professor at Columbia Business School, where he’s been teaching the Security Analysis course for 30 years.

IN THIS EPISODE, YOU’LL LEARN:

01:52 - Michael's early career working under the tutelage of Bill Miller.
06:08 - His introduction to the Santa Fe Institute and how it shaped his investing style.
15:49 - The 3 steps of what Michael calls Expectations Investing.
19:37 - The concept of reflexivity.
25:26 - The problem with investing is based simply on multiples.
30:35 - The rise of intangibles, what are they, and how to look through them.
39:40 - The golden rule of share buybacks and why they are controversial to some.
55:00 - How to calculate a company's competitive moat.
58:09 - How Michael has updated the Security Analysis course at Columbia.
1:04:33 - How to determine your own cost of capital.
And much, 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.
Michael Mauboussin's website.
Michael Mauboussin's Twitter.
Measuring the Moat paper.
Expectations Investing book.
Increasing Returns by Brian Arthur book.
Scale by Geoffrey West book.
Understanding Michael Porter by Joan Magretta book.
Against the Gods by Peter Bernstein book.
Valuation by McKinsey book.
A Random Walk Down Wall Street by Burton Malkiel book.
Trey Lockerbie Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast) Feb 09, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning?
05:21 - What are some of the most important variables he looks at for cycle timing?
13:58 - How much can the FED realistically raise rates in the current cycle.
21:25 - How Jurrien thinks about earnings growth decline and P/E stagnation during a bull run.
28:45 - What Jurrien's long-term secular outlook is for equities and bonds.
30:55 - How does the FED respond to inflation in 2022?
35:26 - Why has Fidelity been so early to Bitcoin compared to other Wall Street banks?
35:26 - Why Fidelity views bitcoin differently than other digital assets.
35:26 - What differences does Jurrien see with Bitcoin compared to other assets he's studied through the years?
35:26 - Bitcoin Stock to flow (supply model) versus Bitcoin Demand Model (S-Curve).
51:49 - The Volcano Bond and how it might be used as a model in the future.

*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.
Jurrien Timmer's Twitter Account.
Link to Fidelity's recently published white paper on Bitcoin.
New to the show? Check out our We Study Billionaires Starter Packs.
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

Classic 06: Elon Musk Feb 08, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:38 - Who is Elon Musk and how will the billionaire change the world?
12:31 - How does thinking like Elon Musk make you think like a billionaire?
57:11 - Ask the Investors: Should I pick different stocks for my Roth IRA and 401(k)?

*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.
Ashlee Vance’s book, Elon Musk – 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!

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

TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche Feb 06, 2022

Show notes

Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.

IN THIS EPISODE, YOU'LL LEARN:

1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording).
3:12 - Why Cullen thinks inflation has peaked and the risk of recession is low.
25:07 - Why bonds are still appealing in a low interest/high inflation world.
34:56 - The Greenspan Conundrum.
34:52 - Series I bonds.
57:42 - The benefits of diversifying, especially into low-cost index products.
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.
Discipline Funds' website.
Pragmatic Capital's website.
Trey LockerbieTwitter.

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!

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

TIP419: How Art Performs During Inflation w/ Scott Lynn Feb 04, 2022

Show notes

Trey Lockerbie invites back Scott Lynn of Masterworks, fresh off of his recent $110M fundraise that valued Masterworks over $1B, to discuss how Art performs during periods of inflation.

IN THIS EPISODE, YOU'LL LEARN:

4:26 - Why Masterworks is choosing to stay private for the time being.
1:25 - What the $110MM they raised will go towards.
14:59 - Masterworks’ overall impact on the art market.
21:33 - The most compelling research they’ve uncovered to date.
30:00 - Which artist might have the first billion-dollar piece of art.
35:19 - Scott’s evolving thoughts on NFTs and Web3.
54:20 - Does decentralization disrupt Masterworks?
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.
Masterworks.io website.
Trey LockerbieTwitter.

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!

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

BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast) Feb 02, 2022

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager.
10:25 - Jeff's thoughts on the healthcare sector.
10:25 - Jeff's thoughts on the pharmaceutical sector.
14:56 - How he can conduct "all-weather" investing with negative spreads in fixed income.
25:35 - Why Jeff believes economic growth or tightening should be the first consideration for investors.
29:51 - How Jeff identifies a shift in credit growth.
29:51 - How Bitcoin might perform in a credit tightening event.
33:45 - Regulatory guidance for Bitcoin and digital assets.
56:35 - How Jeff thinks about correlation in a portfolio construction.
59:35 - Why the GBTC discount and what it means.

*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.
Jeff Ross's Vailshire Capital Management.
Jeff Ross's Twitter.
New to the show? Check out our We Study Billionaires Starter Packs.
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

Classic 05: A History of 5 Stock Market Crashes w/ Scott Nations Feb 01, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

01:18 - An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010
06:57 - The similarities between the FED’s monetary policy in 1929 and today
16:02 - How the stock market could decline by 22.6% in a single day in 1987
26:46 - How the incentives for homeowners and investment bankers in 2008 destroyed the stock market
33:25 - Why the next crash is going to look more like the flash crash in 2010 than any of the earlier crashes

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Scott Nation’s book, A History of The United States in Five Crashes – Read reviews of his book.
Scott Nation’s Amazon author page.
Scott Nation’s website.
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

TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle Jan 30, 2022

Show notes

IN THIS EPISODE, YOU'LL LEARN:

2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)
18:38 - Why Stig has changed his mind on gold
46:16 - Why Hari Ramachandra believes that Coinbase is undervalued (Ticker: COIN)

*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.
Stig’s interview with David Stein about Alibaba, Evergrande, and the collapse.
Mastermind Discussion Q4 2021.
Mastermind Discussion Q3 2021.
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

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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