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

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Latest Episodes:

BTC057: How Fiat Works w/ Dr. Saifedean Ammous (Bitcoin Podcast) Dec 22, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

00:51 - What gave Saifedean the idea for the new book.
04:15 - What are the four key elements of how the Fiat system works?
10:38 - What surprised Saifedean the most about what value fiat brings to the existing economy.
15:39 - Inflation is a vector - what does that mean?
24:27 - How has fiat corrupted the existing incentives in food, academia and other areas?
36:19 - What is the shadow banking system?
37:59 - What's the purpose of the IMF?
58:10 - How does fiat mess with economic calculation?

*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.
Buy The Fiat Standard on Amazon.
Buy the Bitcoin Standard on Amazon.
Dr. Saifedean Ammous Twitter.
Dr. Ammous's podcast and website.
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

TIP406: Finding Hidden Treasure w/ Thomas Braziel Dec 19, 2021

Show notes

Trey Lockerbie discussed Special Situations with Thomas Braziel. Thomas was recommended by multiple guests because of his Sherlock Holmes approach to finding buried treasure (sometimes literally) types of opportunities. Thomas is not your average investor. They explore a lot of unique topics and it's guaranteed you will learn a ton. One quick caveat: Trey was recording from Costa Rica, Thomas was in London, so the audio quality had tiny glitches along the way. Please bear with us because the substance of the conversation is fantastic. And with that, please enjoy a very unique approach from the humble and kind, Thomas Braziel.

IN THIS EPISODE, YOU’LL LEARN:

01:41 - What investing in Special Situations looks like.
03:34 - Investing in bankruptcies, liens, and other esoteric situations.
11:24 - How Thomas turned $7k into over $1MM by finding an important footnote on a penny stock company.
31:09 - Learnings from Billionaire Sam Zell and others.
43:25 - Thomas’ epic 40x return from investing in claims from Japanese crypto exchange, Mt. Gox.

*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.
Thomas Braziel's Twitter.
Am I Being Too Subtle by Sam Zell.
Trey Lockerbie's Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP405: The Future of Fintech w/ Ryan Caldbeck Dec 17, 2021

Show notes

Trey Lockerbie explores some interesting topics around fintech, entrepreneurship, and the pitfalls of crowdfunding with Ryan Caldbeck. Ryan is the founder and Chairman of CircleUp, a platform that set out to democratize investing, but ultimately pivoted away to a different model. They discuss why.

IN THIS EPISODE, YOU’LL LEARN:

2:39 - Insights into building your own board, team, and cap table.
4:27 - The traditional path and alluring appeal of becoming an institutional investor, but also what it lacks.
8:58 - Leadership techniques Ryan learned from Coach K, the famous basketball coach at Duke University, while he was on the basketball team.
22:38 - The hidden misalignments of incentives in the crowdfunding space.
26:33 - How investors can protect themselves while considering crowdfunding deals.
58:40 - The future of fintech and web3.
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.
Ryan Caldbeck's Website.
Ryan Caldbeck's Twitter.
Trey Lockerbie's Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC056: Bitcoin Fear, Uncertainty, & Doubt (FUD) w/ Dan Held (Bitcoin Podcast) Dec 15, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

03:01 - Does Bitcoin have any intrinsic value?
07:01 - Bitcoin uses too much energy consumption.
19:47 - Governments can kill Bitcoin.
30:50 - Bitcoin looks and feels like a bubble.
34:14 - Bitcoin is too volatile.
36:33 - Bitcoin is manipulated.
37:38 - Regulation in the coming year.
52:36 - What is the lightning network?
57:41 - Alt Coins are everywhere, why does Bitcoin win.

*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.
Dan Held's twitter
Dan Held's newsletter
If you're new to the show and don't know where to begin listening, 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

TIP404: The Untold History of Money w/ Joe Brown Dec 12, 2021

Show notes

Trey Lockerbie chats with the very fun, Joe Brown of Heresy Financial. Joe is most known for his youtube channel, providing entertaining videos on a wide range of financial topics. Joe is a wealth of knowledge and provides an amazing framework for thinking through the current economic landscape. Please enjoy this wide-ranging discussion with Joe Brown.

IN THIS EPISODE, YOU’LL LEARN:

03:16 - The history of money and how we’ve arrived at the monetary landscape we have today.
32:32 - The playbook the FED might use in the event of a debt default.
38:22 - The current labor shortage.
49:21 - The velocity of money and how it’s misunderstood.
51:41 - A deep dive on Central Bank Digital Currencies.
01:08:28 - Farmland exposure.
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.
Heresy Financial's Youtube.
Joe Brown Twitter.
When Money Dies Book.
The Downfall of Money Book.
Market Wizards Book.
The Black Swan Book.
Antifragile Book.
Skin in the Game Book.
Safe Haven 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

TIP403: Wine Investing Gets Better With Age w/ Anthony Zhang Dec 10, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

17:45 - Learnings from Peter Thiel and Mark Cuban
19:28 - Why you should consider wine in your portfolio
22:50 - The basics of wine itself and what separates a “fine wine” from all the rest
27:22 - The biggest risks to the wine industry
38:58 - How to build a portfolio of wine, or simply invest in a wine index
56:26 - How to impress your significant other next time you’re at dinner or the wine shop
and 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.
Vinovest's website.
Anthony Zhang'sTwitter.
The Billionaires Vinegar's book.
15 commitments in Conscious Leadership's book.
Sourgrapes' movie.
Trey Lockerbie's Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
If you're new to the show and don't know where to begin listening, 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

BTC055: What is the Cantillon Effect w/ Sahil Bloom (Bitcoin Podcast) Dec 08, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

04:38 - Sahil's thoughts on curating content online.
10:45 - Why Sahil has gotten interested in Macro and sound money.
17:13 - What is the Cantillon Effect and why is it important?
17:13 - Sahil's thoughts on how a person can use this macro concept for investing.
30:10 - Portfolio construction in today's environment.
30:10 - His thoughts on alt-coins.
54:57 - Who Sahil follows.

*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.
Sahil's Twitter Account.
Sahil's Newsletter.
Sahil's podcast.
If you're new to the show and don't know where to begin listening, 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

TIP402: Investing Mastermind Q4 2021 Dec 05, 2021

Show notes

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquires Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The week's topic is ESG investing, value in the international market, benchmarking your performance, and much more.

IN THIS EPISODE, YOU’LL LEARN:

01:10 - How to think about ESG when you invest.
07:46 - Why ESG is lowering the cost of capital.
20:23 - Which data from international markets do investors need to invest away from the US
21:10 - How did the US go from owning more of the world to the world owning more of the US?
28:29 - Which timeless principles do we have in investing?
37:26 - How can you still be a value investor when the strategy is not working short term?
45:24 - Is there any secular trends to look out for in the decade to come
48:16 - How do you find a good benchmark for your portfolio?
54:14 - Why John Husmann estimates the expected return for S&P500 is negative

*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.
Listen to the most recent Q3 2021 Investing Mastermind episode.
Listen to the most recent Q2 2021 Investing Mastermind episode.
Tobias Carlisle's podcast, The Acquires Podcast.
Tobias Carlisle's Acquirers Fund.
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.
Dr. Wesley Gray's and Toby Carlisle's book: Quantitative Value – read reviews for this book!
Dr. Wesley Gray's website: Alpha Architect.
Dr. Wesley Gray's book: Quantitative Momentum – read reviews for this book!
Dr. Wesley Gray's Twitter.
Jake Taylor's company, Farnam Street Investments.
Claim Jake Taylor's offer for listeners of The Investor's Podcast.
Tweet directly to Jake Taylor.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr. Dec 03, 2021

Show notes

Trey Lockerbie brings on the founder and principal of Rangeley Capital, Chris DeMuth. After discussing a company called Planet with Josh Wolfe on episode 399, Trey wanted to explore the SPAC merger with DMY Technologies which has a definitive vote scheduled for December 3rd, 2021. Chris is an expert on SPACs and works closely with the SPACs and companies he invests in.

IN THIS EPISODE, YOU’LL LEARN:

13:50 - Why a portfolio of SPACs could be a great place to park cash.
22:03 - Private Investments in Public Equity, aka PIPEs. What they are and how they tie into SPACs.
31:02 - SPAC sponsoring DMY Technologies and their latest target, Planet.
44:24 - What planet does and why it might be the most interesting company going public in the near future.
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.
Trey Lockerbie’s Twitter.
Chris De Muth’s Twitter.

SPONSORS

Support our free podcast by supporting our sponsors:

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

BTC054: A Sovereign Bitcoin Bond in El Salvador w/ Adam Back & Samson Mow (Bitcoin Podcast) Dec 01, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:10 - How did the coordination with El Salvador to create this bond come about?
01:10 - How is the bond backed?
02:55 - What's the terms of the issuance?
08:23 - What's the conservative return expected from the issuances?
12:33 - Why would someone buy this bond over just owning Bitcoin?
29:16 - How is citizenship incorporated into the bond?
36:46 - Where can a person buy it?
36:46 - How can they buy it?
46:26 - Sovereign competition for regulatory considerations.
52:08 - Bitcoin City in El Salvador.
58:28 - What's the liquidity going to be like?

*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.
Adam Back's Twitter.
Samson Mow's Twitter.
Blockstream.
Blockstream's Podcast.
If you're new to the show and don't know where to begin listening, 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

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