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

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Latest Episodes:

TIP393: Fundamentals for Private Deals W/ Brent Beshore Nov 05, 2021

Show notes

Trey Lockerbie explores capital allocation in private markets with the CEO of Permanent Equity, Brent Beshore. Brent started out as an entrepreneur and through his own M&A strategies has now found himself purchasing small to midsize companies with the intention of holding forever. Brent is an empathetic leader whose style is a great reminder that a simple approach, although not easy, is most often the best approach.

IN THIS EPISODE, YOU’LL LEARN:

09:23 - Key lessons in approaching acquisitions.
12:27 - What Brent has learned from breaking bread with the likes of Warren Buffett and Charlie Munger.
45:11 - Managing styles and the importance of autonomy.
47:33 - Learnings from the private market that translate to the public markets.
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.
Permanent Equity's Website.
Brent Beshore's Twitter.
Howard Marks' Memos.
Howard Marks’ book The Most Important Thing.
Buffett’s Letters.
Google.
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!

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

BTC050: Bitcoin Policy, Fundamentals, & Impact w/ CJ Wilson & Jimmy Song (Bitcoin Podcast) Nov 03, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:17 - CJ's experience in the MLB.
10:48 - Why was CJ in Washington DC recently?
17:18 - What do most staffers think of Bitcoin?
18:50 - What do most politicians ask when it comes to Bitcoin?
31:42 - How are core developers and upgrades incorporated into the Bitcoin protocol?
31:42 - What risks are there for governance?
48:51 - What is something that so many people miss when it comes to Bitcoin?
01:05:52 - CoinJoins.

*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.
CJ's Twitter.
Jimmy's Books on Amazon.
Jimmy Song's Twitter.
Read the 9 Key Steps to Effective Personal Financial Management.
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

TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole Oct 31, 2021

Show notes

Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands, a portfolio company with household names like Cinnabon, Carvel, Jamba, Auntie Anne's, Schlotzsky’s, and more. They explore the power of brands and how it fuels billion-dollar enterprises. Focus Brands as a whole generates around $5B in revenue per year and Kat takes a deep dive into how these brands came to prominence.

IN THIS EPISODE, YOU’LL LEARN:

02:09 - Kat’s rise from being a Hooters waitress at age 18 to being a VP of Hooters by age 26.
22:21 - What it was like to be placed at the helm of Cinnabon during the great recession and how she pulled off a miraculous turnaround.
26:40 - Operating principles that can be applied to any business.
41:21 - The importance of community while building a brand and so 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.
Kat Cole's Twitter.
Trey Lockerbie's Twitter.
Read the9 Key Steps to Effective Personal Financial Management.

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 arating 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

BTC049: Willy Woo & Bitcoin On-Chain Data Analysis (Bitcoin Podcast) Oct 27, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:01 - Willy's thoughts on the super-cycle theory.
05:53 - Willy's thoughts on the ETFs and what it means for S2F.
10:39 - Why Realized Market Cap is an important metric.
13:57 - What is one of Willy's favorite charts right now?
26:05 - Short term traders versus long term hodlers and how they impact the price action.
30:29 - What caused the summer consolidation?

*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.
Willy's Twitter Account.
Willy's Newsletter.
Read the 9 Key Steps to Effective Personal Financial Management.
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

TIP390: Quantitative Investing Tactics w/ Michael Gayed Oct 24, 2021

Show notes

Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed.

IN THIS EPISODE, YOU’LL LEARN:

21:41 - When to use leverage and when not to.
24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator.
28:31 - How a highly active tactical rotation approach can beat the market.
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.
Lead Lag's Report Website.
Michael Gayed's Twitter.
Trey Lockerbie'sTwitter.
Read the9 Key Steps to Effective Personal Financial Management.

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

TIP389: Buffett's Core Principles w/ Dev Kantesaria Oct 22, 2021

Show notes

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely.

IN THIS EPISODE, YOU'LL LEARN:

17:27 - How to invest through recessions.
19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures.
48:21 - The value of running a highly concentrated portfolio.
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.
Valley Forge Capital Management's Website.
CNBC Buffett resources'Website.
Trey Lockerbie'sTwitter.
Read the9 Key Steps to Effective Personal Financial Management.

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

BTC048: Does the Stock to Flow Model Eventually Break w/ Plan B (Bitcoin Podcast) Oct 20, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:33 - What's happening in the broader macro economy from his perspective?
16:56 - Will the Stock to Flow model eventually fail?
30:49 - Regional trends - specifically with Proof of Work.
38:16 - When will more countries start to adopt it?
41:33 - Is the ETF important?
50:29 - Lightning adoption, what's the impact?
54:31 - Would Plan B ever reveal himself?

*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.
Plan B's Website: PlanBTC.com.
Read the 9 Key Steps to Effective Personal Financial Management.
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

TIP388: Lessons from Druckenmiller w/ Trung Phan Oct 17, 2021

Show notes

Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financial content on Twitter. His popularity recently afforded him the opportunity to interview legendary investor, Stanley Druckenmiller.

IN THIS EPISODE, YOU'LL LEARN:

05:16 - The biggest takeaways from his discussion with Stan.
26:35 - Trung's background in real estate in Asia with thoughts on Evergrande.
38:16 - What opportunities are most exciting.
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.
Michael Pettis on Evergrande.
Frederick Neckar on Druckenmiller's conviction.
Jack Butcher's $200k NFTs for charity.
Trey Lockerbie's Twitter.
Trung Phan's Twitter.
Read the9 Key Steps to Effective Personal Financial Management.

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

TIP387: Precious Metals Masterclass w/ Tavi Costa Oct 15, 2021

Show notes

Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term. Tavi is a partner and portfolio manager at Crescat Capital and is Trey's favorite resource when it comes to precious metal research.

IN THIS EPISODE, YOU'LL LEARN:

01:12 - The 4 pillars of inflation.
31:16 - Opportunities in Gold, Silver, and Palladium.
51:54 - The risks of deglobalization especially from China.
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.
Crescat Capital's Website.
Tavi Costa's Twitter.
Trey Lockerbie's Twitter.
Read the9 Key Steps to Effective Personal Financial Management.

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

BTC047: Bitcoin, Supply Chains, Debt Ceilings and More w/ Parker Lewis (Bitcoin Podcast) Oct 13, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:20 - What's happening at the state level with Bitcoin legislation?
08:34 - Why Parker encourages people to delete Facebook.
10:39 - Parker's thoughts on the current supply chain issues.
29:55 - Parker's thoughts on the debt ceiling.
55:53 - Whether a Bitcoin ETF will impact things much.
01:03:19 - Does the typical person have the capacity to self-custody?
01:12:06 - Tax planning for people with sizable Bitcoin gains.
01:16:06 - Parker's thoughts on Bitcoin lending.

*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.
Parker Lewis's article: Bitcoin is the Great Definancialization.
Parker's company Unchained Capital.
Read the 9 Key Steps to Effective Personal Financial Management.
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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