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

Copyright: © This content is for educational purposes only. This content cannot be used for commercial use without written permission from the The Investor's Podcast Network.

Latest Episodes:

TIP379: Into The Metaverse w/ Greg Isenberg Sep 17, 2021

Show notes

Metaverse, Web3, Unbundling Reddit? If any of these phrases are foreign to you, you are really going to enjoy today's episode as Trey Lockerbie sits down with Greg Isenberg. Greg has had an impressive career in building and selling startups, such as Wall Street Survivor, 5by, and islands, the last of which was acquired by WeWork. Greg is also a growth advisor to TikTok as well as a venture partner at Indicator Ventures. This new era of community-based economics is growing at a rapid pace and it’s important for investors to take note and watch closely.

IN THIS EPISODE, YOU'LL LEARN:

(04:59) Tools for building financial literacy.
(14:56) How you can use community platforms like Reddit to create products and build businesses.
(21:25) What on earth is happening with Web1, Web2, and now Web3.
(33:16) What exactly is the Metaverse and how commerce look 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.
Greg IsenbergTwitter.
Late Checkout Website.
Microacquire Website.
Reddit Fatfire Subchat.
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!

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

BTC043: How to Value Bitcoin Mining with Mike Alfred (Bitcoin Podcast) Sep 15, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:52 - Mike's early days as an entrepreneur
14:10 - How Mike got into Bitcoin
23:07 - Mike's thoughts on digital asset data
33:42 - How Mike values Mining companies
50:52 - How does Wall Street view Bitcoin?
55:30 - What is El Salvador big news or noise in the global macro picture?
57:14 - What is the biggest mistake entrepreneurs make?

*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.
Mike Alfred'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

TIP378: Move Forward with Caution w/ Howard Marks Sep 12, 2021

Show notes

In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are missing a critical piece of your investing education. Howard has also written some of Trey's favorite books including The Most Important Thing and Mastering the Market Cycles, which they discuss in depth in this episode and much more.

IN THIS EPISODE, YOU'LL LEARN

(01:54) How much investors should really focus on macro (spoiler: very little).
(11:53) How to balance risk without the temptation to time the market.
(22:32) Howard's thoughts on bitcoin, bonds, and interest rates.
(34:58) Evergreen wisdom around price and value.
(47:19) And be sure to stick around for the last question where Howard provides a portfolio he would leave to his grandchildren.

*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.
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

TIP377: The Antisocial Network w/ Ben Mezrich Sep 10, 2021

Show notes

On today’s episode, Trey Lockerbie sits down with bestselling author, Ben Mezrich to discuss his new book The Antisocial Network, which covers the sage of Gamestop, Robinhood, Reddit and Retail traders. It’s a tale of irony, humor, high stakes, billionaires, and Ben is the perfect guest to cover such an entertaining story.

IN THIS EPISODE, YOU'LL LEARN

(01:11) Ben’s framework for approaching a new book.
(18:43) The power of mindset.
(41:19) The ramifications of meme stocks for Wall Street 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.
Ben Mezrich’s new book The Antisocial Network.
Ben Mezrich’s book Bitcoin Billionaires.
Ben Mezrich’s book The Accidental Billionaires.
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

BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden (Bitcoin Podcast) Sep 08, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:43 - What is causing the semiconductor issues?
07:32 - The retreat of globalization
15:50 - Why are we not seeing inflation in the other parts of the world?
17:57 - What initially caught Lyn's interest with the supply chain issues?
33:35 - The impacts on personal consumption spending
39:56 - How does the infrastructure impact the markets moving forward?

*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 article on Supply Chain Impacts
Lyn Alden's premium newsletter
Kelly Evan's Chart about personal consumption
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

TIP376: The Value of Netflix w/ Arif Karim Sep 05, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a Sr. Investment Analyst at Ensemble Capital. Netflix is another amazing example of a company with an incredible flywheel effect. A lot of people stated that Netflix would never be profitable, and yet, they became cashflow positive in 2020 and claim to be self-funding production from here.

IN THIS EPISODE, YOU'LL LEARN:

(07:24) The moat around Netflix compared to HBO, Disney, Amazon, and others.
(09:57) The amazing strategy for customer acquisition behind the growth.
(53:00) Arif’s intrinsic value of Netflix 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 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

TIP375: Creating an Investing Checklist w/ Brian Feroldi Sep 03, 2021

Show notes

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content.

IN THIS EPISODE, YOU'LL LEARN:

(01:15) How to approach financial wellness, before even thinking about investing.
(11:12) Brian’s fascinating investing checklist for buying.
(14:22) Brian’s 11 criteria for selling a stock .
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.
Brian Feroldi Website.
Brian Feroldi Twitter.
Brian’s Investing Checklist.
Brian’s writings on The Motley Fool.
Rich Dad, Poor DadBook.
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

BTC041: Bitcoin Banking & Infrastructure w/ Bill Barhydt (Bitcoin Podcast) Sep 01, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Bill's experience reading the Bitcoin white paper weeks after it was released
Why Bill wanted to build a Bitcoin bank right from the start
The expectation for Bitcoin policy moving forward
Thoughts on digital assets versus digital asset securities
Proof of Reserves for exchanges
Would Bill consider loans that have no-rehypothecation as a product at Abra?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bill Barhydt's Twitter account
Bill's Company, Abra
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

TIP374: Mastermind Q3 2021 W/ Tobias Carlisle Aug 29, 2021

Show notes

In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.

IN THIS EPISODE, YOU'LL LEARN:

(00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders.
(00:09:14) Understanding boom and bust cycle of PulteGroup.
(00:11:23) What is true inflation?
(00:13:30) The impact of inflation has on how Stig invests.
(00:32:24) Why value ETFs are often focused on the US or international and not global.
(00:34:56) Why Stig is finding value in Alibaba .
(00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at?
(00:40:39) An overview of Alibaba's business model and business units.
(00:46:41) What is the impact of regulatory changes on Alibaba?
(00:48:12) The rationale that the Chinese government had for the recent crackdown.
(00:48:58) Difference between the US and Chinese legislation for big tech.
(00:51:54) How to value the unprofitable part of Alibaba and Google's business.
(00:57:54) Understanding Alibaba's ecosystem.

*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.
Mastermind Discussion Q2 2021.
Stig's masterclass in inflation interview with Cullen Roche.
The original Alibaba mastermind discussion from Q1 2019.
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.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP373: Resilient Investing w/ Anthony Scaramucci Aug 27, 2021

Show notes

On today’s episode, Anthony Scaramucci discusses the future of the finance industry. Anthony is the founder of investment firm Skybridge Capital, which currently manages around $8 billion and was one the earliest in developing an institutional bitcoin fund. Some may know Anthony from his brief stint as White House Communications Director under Trump or his SALT conferences. He’s also the author of four books.

IN THIS EPISODE, YOU'LL LEARN:

(11:41) The hedge fund industry and how it is evolving
(20:00) How investors should position themselves, now that Anthony believes the traditional 60/40 stock/bond portfolio is dead
(25:22) How the language in the latest infrastructure bill might impact bitcoin and how institutions are viewing the asset
And 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.
Anthony Scaramucci Twitter.
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

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Investor’s Podcast (We Study Billionaires) – The Investor’s Podcast Network

Related Podcasts

Links

Stay Connected