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

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Latest Episodes:

TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker Jul 09, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting.

IN THIS EPISODE, YOU'LL LEARN:

(02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC
(22:43) Discovery Channel and Warner's recent merger
(22:43) The collapse of Archegos

*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.
Rangeley Capital Website
Andrew’s Yet Another ValuePodcast
Andrew’s Yet Another ValueBlog

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

BTC033: Important Bitcoin Considerations w/ Tuur Demeester (Bitcoin Podcast) Jul 07, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:33 - Why Tuur's account became more private
05:54 - What are the main changes in the Bitcoin space since 2017?
06:14 - Tuur's thoughts on mining
10:11 - The 28% difficulty adjustment and China
38:41 - The Bitcoin reformation article
01:00:09 - Ethereum vs. Bitcoin
01:00:41 - PoS vs. PoW
01:12:26 - Defi in general and on Bitcoin
01:16:02 - Stable coins and tether
01:17:44 - Thoughts on generating Alpha with Bitcoin

*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.
Tuur's Twitter account
Tuur's article, The Bitcoin Reformation
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

TIP358: Inflation Hedging with Farmland w/ Carter Malloy Jul 04, 2021

Show notes

On today’s show, Stig Brodersen speaks with the CEO of AcreTrader Carter Malloy about Farmland investing. With rising inflation and Bill Gates being America’s top farmland owner with a $690 million investment, we want to understand the nuts and bolts of the $9 Trillion asset class.

IN THIS EPISODE, YOU'LL LEARN:

(01:45) Why Farmland investing is hedging your inflation exposure
(14:52) What are the risks when investing in Farmland
(34:35) Disruption in Farmland investing, including global warming
(48:22) Farmland investing for international investors

*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.
Visit AcreTrader’s website
Our interview with Masterworks about investing in art
Our interview with CrowdStreet about investing inCommercial Real Estate

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

TIP357: The New Era of Investing w/ Ross Gerber Jul 02, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki - a financial advisory firm which currently manages over $1.9 billion. Ross helped pioneer the popularity of what we now know as Fintwit - essentially using Twitter and other social media platforms for financial content and discussion. He’s a regular on Bloomberg and CNBC as well as a contributor to Forbes.

IN THIS EPISODE, YOU'LL LEARN:

(01:37) The recent statements from FED chairman, Jerome Powell and what to expect in the markets
(17:17) His massively successful trade on Tesla
(34:00) How Nvidia sits in the middle of the Venn diagram between climate change and technology investment themes
(37:14) Vice industries such as cannabis, gambling, and even psychedelics.
(48:43) The retail trader movement and how GK has disrupted the traditional advisory industry
(47:54) His background in music and how it has helped his career in finance

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences

BOOK AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Gerber Kawasaki website
Gerber Kawasaki ETF

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

BTC032: Bitcoin Mining & Entrepreneurship w/ Jason Williams (Bitcoin Podcast) Jun 30, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

01:53 - Learn about Jason's first company that he sold for 300 million
08:24 - Jason's thoughts about growing a business to a national level
15:51 - Jason's thoughts on leadership
32:28 - How Jason started his Bitcoin mining business
40:40 - Jason's thoughts on Bitcoin mining and China
41:50 - China's hash rate migration to other domains
47:32 - Jason's thoughts on El Salvador
01:05:09 - Jason's best advice to new Bitcoiners
01:09:31 - How Jason got involved with Morgan Creek Capital

*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.
Jason's Twitter account
Jason's Book on Amazon
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

TIP356: Investing Mastermind Q2 2021 Jun 27, 2021

Show notes

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community.

IN THIS EPISODE, YOU'LL LEARN:

(01:41) How to think about cycles in value investing
(19:54) How to create your own free MBA
(34:27) The tax advantages you get with ETF investing
(43:52) Why Franklin Covey is vastly undervalued

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Millennial investing’sinterview with Adam Mead
Our interview with Morgan Housel about the Psychology of Money
Franklin Covey’sinvestors' relations

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

BTC031: Investments in Bitcoin Tech w/ Alyse Killeen (Bitcoin Podcast) Jun 23, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

04:25 - How Alyse Killeen got started in Bitcoin and Venture Capital
13:45 - What Alyse looks for when finding a great company in the Bitcoin space
15:20 - What the board room conversations sound like today
20:21 - Alyse thoughts on Defi and smart contracts on Bitcoin
25:07 - How Lighting will evolve in the coming 5 years
33:11 - How stable coins will evolve moving forward
39:31 - How the lending and borrowing market will progress in the future
50:16 - Her thoughts on El Salvador
53:35 - What advice she would give policymakers in the US

*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.
Alyse's Twitter account
StillMark's Official Website
Preston's previous podcast about Discreet Log Contracts (DLCs)
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

TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas Jun 22, 2021

Show notes

In today’s episode, Trey Lockerbie welcomes back Bill Nygren and Mike Nicolas from Oakmark Funds, which currently manages over $60B in assets. When Bill and Mike were on the show last time back in April of 2020, we discussed Bank of America. Since then, BOA’s stock price has risen over 100%, so Trey takes the opportunity to discuss how they value the stock today. But, the main point of today's discussion is to take a deep dive into a potentially surprising value pick: Facebook.

IN THIS EPISODE, YOU'LL LEARN:

(01:47) How Bank of America is poised for growth over the long term
(16:19) How Facebook is an asset-light, money printing machine with some moonshot R&D that is potentially undervalued
(42:55) How Oakmark has got comfortable with companies like Facebook, Netflix, and Amazon as “value stocks”
(46:13) The growth still ahead for Facebook, and much much more

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Masterworks Website

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

TIP354: Building Berkshire 2.0 w/ Chamath Palihapitiya Jun 20, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with Chamath Palihapitiya. Chamath is the founder and CEO of Social Capital, his conglomerate focused on solving climate change and inequality, which he has referred to as Berkshire Hathaway 2.0. Chamath was an early executive at Facebook and then went on to become a super successful Venture Capitalist, with early investments into Amazon, Tesla, Slack, and Bitcoin. He’s also now the Chairman of Virgin Galactic and a part-owner of the Golden State Warriors. Chamath has developed a large internet following because of the broadcasting of his SPAC investments in easy-to-digest one-pagers, earning the title SPAC king in recent headlines. But, he has recently taken a step back from the limelight and Chamath talks about why that is.

IN THIS EPISODE, YOU'LL LEARN:

(08:33) How Chamath became a billionaire by age 32
(27:49) What he’s learned from Warren Buffett’s approach and how it applies to Social Capital
(51:54) His journey to living an authentic life 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.
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

BTC030: Bitcoin Security and Self Custody w/ Nick Neuman (Bitcoin Podcast) Jun 16, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why Blockchain technology doesn't work for CBDC
The difference between Public and Private keys
What is XPub?
What is multi-sig, and why is it important?
Seed Storage
Security concerns that people might have overlooked
Firmware updates on hardware wallets
Why the taproot upgrade is important

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Nick Neuman's Twitter
Visit Nick Neuman's company, Casa
Jameson Lopps' article on Seed Storage
Jameson Lopps' Bitcoin Resource Page
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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