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

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Latest Episodes:

TIP386: Global Investment Opportunities w/ Lyn Alden Oct 10, 2021

Show notes

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how we can determine the most attractive equity markets, how to identify red flags, and how we can protect ourselves against inflation.

IN THIS EPISODE, YOU'LL LEARN:

00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection?
04:26 - Are TIPS a good investment for some investors but not for others?
05:24 - How to protect yourself against inflation
09:53 - How to rank asset classes based on attractiveness?
13:16 - How to value a stock market?
17:41 - Which other factors than valuation can you use to identify the most attractive equity markets.
21:10 - How do you value the USD compared to other currencies?
24:18 - Which equity markets are currently most attractive.
28:29 - How to position in various equity markets.
33:04 - How to consider our currency exposure in our investments.
38:04 - Why the structural deficit in the US doesn't matter until it really matters?
41:55 - What is China's game plan to make its currency more dominant?
45:04 - Is the Chinese market more attractive than the Indian market?
48:04 - How to build a personalized global portfolio?

*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.
Lyn Alden's free website.
Lyn Alden's article on TIPS.
Lyn Alden's premium newsletter.
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

TIP385: Breaking the Rules w/ David Gardner Oct 08, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

00:06:59 - How to identify Rule Breaking companies.
00:37:30 - Why optionality is a great indicator of a company's future success.
00:42:50 - David’s 25 point system to identify risk.
00:48:00 - What is Conscious Capitalism and why it should become a focus for your portfolio.
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.
The Motley Fool's Website.
Conscious Capitalism's Website.
Trey Lockerbie'sTwitter.
David Gardner'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!

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

BTC046: Bitcoin Full Nodes & Instant Settlement on the Lightning Network w/ BTC Sessions (Bitcoin Podcast) Oct 06, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

03:46 - How BTC Sessions first got introduced to Bitcoin.
07:09 - Why a person should run a full node.
07:09 - What does a full node enable?
14:03 - Twitter's Bitcoin tipping integration.
17:40 - What tools and applications exist on layer 2.
32:49 - What's the best way to think about opening channels on layer 2?
41:38 - What are the incentives for the regular person to use layer 2 Bitcoin?
49:25 - What is the purpose of lightning pool?
59:05 - What apps and hardware is BTC Sessions excited about?
01:01:02 - What it means to be streaming sats.

*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.
BTC Sessions' Twitter Account (let him know if you set-up your own node).
BTC Sessions' Youtube Channel.
BTC Sessions' tutorial on setting up your own node.
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

TIP384: Evergrande, Alibaba, and the Collapse w/ David Stein Oct 03, 2021

Show notes

On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse.

IN THIS EPISODE, YOU’LL LEARN:

(01:07) How are Chinese stocks valued historically?
(05:37) How to think about stock market valuations in the US vs. China.
(09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.
(13:36) Why are some investors bear on Chinese equities?
(17:50) What is the true debt situation in China?
(24:31) Can Evergrande lead to a stock market collapse?
(28:03) What happens to investors’ ADRs if they get delisted in the US?
(33:03 ) What is happening in the tech sector from an investing and regulatory perspective?
(37:11) What is the intention behind common prosperity?
(44:23) What are the known knowns and known unknowns when investing in China?
(48:03) What are the implications of the new Chinese currency?
(53:20) How to position yourself when investing in China.

*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 David Stein’s podcast,Money For the Rest of Us.
Visit David Stein’s Website.
Visit David Stein’s YouTube channel.

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

TIP383: Exposing Bad Companies w/ Edwin Dorsey Oct 01, 2021

Show notes

On today’s episode, we talk about how to expose a bad company. Trey Lockerbie chats with the brilliant Edwin Dorsey, writer of the popular newsletter The Bear Cave, who takes us on a ride, exploring the dark side of the stock market. Edwin first gained massive attention after he successfully exposed Care.com for an unimaginable amount of negligence that ultimately led to the collapse of the stock.

IN THIS EPISODE, YOU’LL LEARN:

08:20 The free tools you need to identify suspicious companies.
22:36 Edwin’s take on companies such as AgEagle and Root Insurance.
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.
Edwin Dorsey’s newsletter The Bear Cave.
PACERwebsite.
EDGAR Full-Text Search website.
PCAOB website.
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!

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

BTC045: Luke Gromen on China, Evergrande, Macro, & Bitcoin Sep 29, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:18 - Has the global economy ran out of steam?
12:46 - What's the real story with inflation and what's causing it?
24:31 - What is Luke's opinion on China's Evergrande?
32:09 - The Debt Ceiling getting raised.
52:36 - Bitcoin.
55:44 - When does the debt go from depressive to manic?
01:04:40 - Gary Gensler on Digital Assets.
01:08:57 - Luke's favorite Macro investment thesis.

*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.
Luke's Books on Amazon.
Luke's Macro Research Firm.
Lyn Alden's paper on Inflation.
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

TIP382: Investing Mastermind Q3 2021 Sep 26, 2021

Show notes

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is the holy grail of investing.

IN THIS EPISODE, YOU’LL LEARN:

(00:01:16) What is the holy grail of investing?.
(00:06:37) Can you be diversified if you are only invested in equities?.
(00:08:56) Which strategies and asset classes should you follow to diversify your revenue streams.
(00:14:04) How to think about inflation and holding cash in your portfolio.
(00:18:39) Whether you should invest in a trend-following strategy.
(00:32:33) Why managed future exposure show is significant in your portfolio.
(00:39:22) Is the rise of passive investing good for the active investor?.
(00:45:25) Is Robinhood good or bad for the investor?.
(00:53:45) What is the best and worst thing that has happened for ETF investors?.
(00:56:42) How a mutual fund that returned 18% annually, in reality, turned into an 11% negative return.

*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.
The article that Wes Gray referred to, Trend Following and the Epidemy of no Pain no Gain.
Tobias Carlisle's podcast, The Acquirers Podcast.
Tobias Carlisle'sAcquirers Fund.
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – Read Reviews for this book.
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
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.
Jake Taylor's company, Farnam Street Investments.
Related episode - Q2 2021 Investing Mastermind episode.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP381: High Yield Masterclass w/ David Sherman Sep 24, 2021

Show notes

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention.

IN THIS EPISODE, YOU’LL LEARN:

(21:33) Short and low duration investing.
(24:25) Responsible credit strategies.
(37:02) How SPACs create an interesting asymmetric risk/reward profile.

*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.
Spac Informer's website.
CrossingBridge'swebsite.
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!

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

BTC044: Bitcoin Privacy w/ Matt Odell (Bitcoin Podcast) Sep 22, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

08:12 - How Matt initially got into Bitcoin.
17:21 - Why large social media companies threaten one's own sovereignty.
18:51 - Matt's thoughts on Bitcoin's privacy versus other digital assets.
33:53 - Matt's thoughts on the Bitcoin Lightning Networks privacy.
42:15 - Matt's thoughts on lightning wallets and their overall utility.
52:29 - His thoughts on mining and how the sector is progressing with potential supply chain impacts.
01:00:07 - The biggest threats to Bitcoin's success.
01:06:15 - Individuals who have influenced or shaped Matt.

*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.
Matt Odell'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

TIP380: A Holistic Approach w/ David Schawel Sep 19, 2021

Show notes

In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets.

IN THIS EPISODE, YOU'LL LEARN:

(01:14) Starting out right as the GFC began.
(08:39) His stance on the banking sector in today’s environment.
(17:25) The most surprising metric of 2021 to date.
(38:56) And be sure to stick around towards the end where David offers a few stock selections that he’s bullish on.

*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.
David Schawel Twitter.
Family Management Corp Website.
Adyen Payments .
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

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