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

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Latest Episodes:

BTC040: Bitcoin ASIC Manufacturing By Blockstream w/ Dr. Adam Back and Samson Mow (Bitcoin Podcast) Aug 25, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:29 - What is the Blockstream Modular Mining Unit (MMU)?
11:29 - Why is Blockstream getting into the manufacturing of ASIC?
21:41 - How has the Blockstream Mining Note (BMN) performed to date?
17:23 - Blockstream Finance and getting into the mortgage space
38:35 - Lightning adoption and wallet integration
57:00 - Blockstream in El Salvador
59:12 - The Gaming space and how it will continue to evolve
01:08:43 - DeFi on Bitcoin via Stacks, Rootstock, or other methods

*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.
Blockstream's Website
John Pfeffer's article - An Institutional Investor's Take on Cryptoassets
Follow Samson Mow on Twitter
Follow Dr. Adam Back on 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

TIP372: Identifying A Great Company w/ Jim Collins Aug 22, 2021

Show notes

On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good to Great, Built to Last, How the Mighty Fall, Great by Choice, Turning the Flywheel BE.20, which have sold over 10 million copies worldwide. Trey Lockerbie has been having a lot of conversations lately about the global macro environment, and while it can be an endlessly fascinating topic and a fun spectator sport, it’s important to never lose sight on the fact that as investors, we are investing in companies, and it’s important to study the different species of companies and what makes them great. There is no better expert on this topic than Jim.

IN THIS EPISODE, YOU'LL LEARN:

(00:09:14) The definition of greatness.
(00:35:28) What makes up a Level 5 leader.
(00:43:16) How much weight to put into innovation.
(00:51:32) What exactly is a flywheel effect?
(01:16:29) How luck plays into success 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.
Jim Collins 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!

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

TIP371: The Top of the Cycle w/ Jeremy Grantham Aug 20, 2021

Show notes

In today’s episode, we have a very special guest and that is billionaire Jeremy Grantham, the co-founder and long-term investment strategist at GMO, one of the world's most well-respected asset management firms. Jeremy is an investing legend and studied market historian, who successfully identified and sidestepped the major corrections such as the Japanese market in 1989, the tech bubble of 2000, and the global financial crisis of 2008, and even called the bottom in 2009.

IN THIS EPISODE, YOU'LL LEARN:

(01:37) How Jeremy identifies market bubbles and how to prepare for a correction.
(34:04) How the FED talks a big game but doesn’t have a great track record of avoiding major market corrections.
(47:56) Green venture capital and the opportunities it presents 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.
GMO website.
Grantham Foundation 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!

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

BTC039: The Bitcoin Adoption Curve w/ Croesus (Bitcoin Podcast) Aug 18, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

02:21 - Why the yuppie elite do not get Bitcoin
11:21 - Unit Bias
17:35 - The two types of models to understand the value of Bitcoin
21:59 - Why the digital revolution has two parts
29:18 - How does the Bitcoin value layer work with social media?
33:26 - The speculative attack on fiat currency
38:29 - Do financiers start pricing in future halving events?
47:57 - Thoughts on Stock-to-Flow

*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.
Croesus's Twitter Account
Why the Yuppie Elite Dismiss Bitcoin Article
Am I too Late to Bitcoin Article
Asset DNA Bitcoin Article
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

TIP370: Inflation Masterclass w/ Cullen Roche Aug 15, 2021

Show notes

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one!

IN THIS EPISODE, YOU'LL LEARN:

(01:06) What is inflation, and what is it not.
(06:26) How much of inflation is due to base effects.
(10:28) How can expected inflation drive inflation.
(14:56) If the current inflation is temporary.
(26:12) How is inflation reflected in the real estate prices.
(33:02) Why do we have regional differences in inflation.
(45:15) If investors can profit from the interest rate parity.
(52:38) If investors should take on debt in an inflationary environment.
(58:01) Whether value stocks are a good investment in times of inflation.
(01:06:34) Whether paper assets can be inflation-proofed?
(01:13:00) How Cullen Roche has positioned 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.
Stig’s interview with Cullen Roche aboutinflation.
Cullen Roche’s website, Pragmatic Capitalism.
Cullen Roche’s investment company, Orcam Group.
Cullen Roche’s comprehensive resource, Understanding Money.
Tweet directly to Cullen Roche.

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

TIP369: How Exceptional People Think w/ Polina Pompliano Aug 13, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with Polina Pompliano. Polina is the founder and author of The Profile, which is a newsletter that profiles highly successful individuals in business, science, storytelling, sports, and more. Polina has a wealth of knowledge from her many experiences interviewing everyone from Melinda Gates to Jeff Jordan.

IN THIS EPISODE, YOU'LL LEARN:

(26:44) How exceptional people think.
(07:51) Five mental models that are the common denominators for success across nearly every discipline.
(41:18) How to run a Maker vs Manager schedule 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.
Polina PomplianoTwitter.
Polina's newsletter, The Profile Twitter, and 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!

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

BTC038: Bitcoin Legislature, Regulation, & Legal w/ Joe Carlasare and Jason Brett (Bitcoin Podcast) Aug 11, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:52 - What is currently happening with the US infrastructure bill? How did digital assets become a part of it?
03:49 - What is wrong with the current language in the bill with respect to digital assets?
04:31 - How do elected officials view the digital asset portion of the bill?
19:55 - What amendments are currently being proposed?
25:02 - What is the likelihood that any of the amendments will be selected?
37:02 - What other regulator bills are in the works for digital asset regulations?
53:11 - Is it bullish or bearing for Bitcoin?
57:07 - What does the Beyer Bill propose, and what impacts will it potentially have?
01:01:52 - What impact do the treasury, SEC, and CFTC have on the regulatory framework for digital assets?

*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.
Joe Carlasare's Twitter Account
Jason Brett Twitter Account
Jason's Lobbying Group: Value Technology Foundation
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

TIP368: The Best Opportunities in CRE w/ Ian Formigle Aug 08, 2021

Show notes

In today’s episode, Trey Lockerbie speaks with TIP fan favorite, Ian Formigle. Ian is the Chief Investment Officer of Crowdstreet.

IN THIS EPISODE, YOU'LL LEARN:

(01:30) How CRE has performed since Covid.
(12:41) Demographic migration leading to growth in surprising places.
(47:15) The silver tsunami aka the baby boomer generation reaching the age of retirement and where opportunities may be present.
(56:13) How Crowdstreet weighs external challenges like climate change into their prospectus.

*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.
Ian Formigle 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

TIP367: The Current Macro Landscape w/ Luke Gromen Aug 06, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months.

IN THIS EPISODE, YOU'LL LEARN:

(02:03) What is incentivizing the Fed and policymakers to continue their QE efforts.
(39:55) Peak Cheap Oil and its effects on the burgeoning EV market and underlying commodities.
(50:07) How gold might be positioning itself as a new wealth reserve 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.
Luke Gromen 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

BTC037: Tech Entrepreneur To Bitcoin Investor w/ Jay Gould (Bitcoin Podcast) Aug 04, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:38 - How Jay Gould got his start as an entrepreneur
17:15 - What Jay thinks is a replicable part of entrepreneurship
19:25 - What tech ideas has Jay excited now
30:00 - The legal battles Jay faced after starting one of the most popular websites in the world
35:36 - Advanced negotiations against people like billionaire Mark Cuban.
01:05:02 - Jay's Bitcoin story
01:23:36 - Jay's thoughts on Elon Musk entering Bitcoin
01:31:04 - Jay's concerns with the speed of Bitcoin's adoption
01:37:26 - A discussion of the macroeconomy impacting Bitcoin's speed of adoption

*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.
Jay Gould's Twitter
Check out our Investing Starter Packs about business and finance
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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