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:

TIP353: The Best Performing Asset Is Not Bitcoin w/ Marin Katusa Jun 13, 2021

Show notes

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits.

IN THIS EPISODE, YOU'LL LEARN:

00:01:45 - How we should view the recent performance of gold and silver, as inflation starts to rise
00:07:16 - How uranium is an asymmetric opportunity but comes with a lot of nuances
00:20:44 - How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion
00:58:41 - How America’s golden age is still ahead

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Carbon CreditsWebsite
Yellow CakeWebsite
Uranium Royalty Corp Website
Marin Katusa’s new book, The Rise of America
Katusa Research 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!

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

BTC029: Jack Dorsey's Involvement in Bitcoin & Jack Maller's El Salvador Announcement W/ Alex Gladstein (Bitcoin Podcast) Jun 09, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Learn why Jack Dorsey is so bullish on Bitcoin
What surprised Alex the most in his interview with Jack
Jack's thoughts on other crypto tokens
Alex's thoughts on the PetroDollar system
El Salvador's announcement on Bitcoin being legal tender
Sovereign game theory

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Alex Gladstein on Twitter
Alex's nonprofit the Human Rights Foundation
Alex's article on the PetroDollar
Alex interviewing Jack Dorsey in Miami
Jack Maller's Strike App
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

TIP352: Mastermind Q2 2021 Jun 06, 2021

Show notes

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible.

IN THIS EPISODE, YOU'LL LEARN:

Whether now is the time to invest in gold miners
Why Hari is long Splunk Technologies whereas Toby is shorting the same pick
What social commerce is and how it will be the new form of shopping
Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap

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 DiscussionQ1 2021
Stig and Trey’s discussion of theBerkshire Hathaway Annual Shareholders Meeting 2021
Our interview with Robert Cialdini
Tobias Carlisle’s interview withAdam Mead about Berkshire Hathaway
A video explaining How Pinduoduo works
Acquired podcast episode about Pinduoduo
Tobias Carlisle’s podcast, The Acquirers 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
Hari’s Blog:BitsBusiness.com
Our FREE stock analysis resource, Intrinsic Value Index
Subscribe to our FREE Intrinsic Value Assessments

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

BTC028: Bitcoin Update w/ Plan B & Dr. Adam Back (Bitcoin Podcast) Jun 02, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

When will Bitcoin's volatility potentially impact the broader global economy?
The current on-chain analytics
China Mining update
Bitcoin derivatives and how they impacted the sell-off
Proof of Work versus Proof of Stake
Security tradeoffs
Are institutional investors still putting Bitcoin on the balance sheet?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Adam Back on Twitter
Adam Back's company Blockstream
Plan B on Twitter
Plan B's website PlanBTC.com
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

TIP351: The Psychology of Money w/ Morgan Housel May 30, 2021

Show notes

In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of Money.

IN THIS EPISODE, YOU'LL LEARN:

How time is the biggest factor in Warren Buffett’s success
How Ben Graham wouldn’t read his own book today
How success is a lousy teacher
How Risk and Luck go hand in hand
And how to win in investing requires playing a different game than everyone else

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Morgan Housel’s Blog.
The Psychology of Money Book.
What Happened in 1971?.

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

BTC027: The Bitcoin Rewards Trojan Horse w/ Will Reeves (Bitcoin Podcast) May 26, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

What is Fold all about
Will Reeves' background in tech
How Will built Fold from the ground up
How rewards programs work with vendors for discount gift cards
How Fold is using the lightning network for processing some payments
How Fold and Strike worked interoperably without any permissions
How Fold will service all Bitcoin rewards for Visa customers moving forward

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Follow Will Reeves on Twitter
Learn more about Fold
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

TIP350: Berkshire Hathaway Annual Shareholders Meeting 2021 w/ Stig and Trey May 23, 2021

Show notes

In today’s show, Stig and Trey discuss the 2021 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren Buffett and Charlie Munger and explain the implications to stock investors.

IN THIS EPISODE, YOU'LL LEARN:

Why Buffett wasn’t greedy when others were fearful during the pandemic
Why Buffett sold Apple stocks, and whether Munger agreed with the decision
What Warren Buffett and Munger think about Modern Monetary Theory
What we can learn from Buffett continuing to buy back Berkshire’s stock in the open market
Ask The Investors: What is the Scuttlebutt method?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Our interview with Chris Bloomstran about the Intrinsic value of Berkshire Hathaway
Our interview with Lawrence Cunningham about Berkshire Hathaway
Our previous episodes about theBerkshire Hathaway Meetings

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

BTC026: Bitcoin Mastermind w/ Lyn Alden & Jeff Booth (Bitcoin Podcast) May 19, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

What Elon Musk's impact will be w/ Bitcoin
Bitcoin energy concerns
Bitcoin centralization concerns
Bitcoin Payment times
Stanley Druckenmiller's comments on the dollar losing global reserve status
How are corporate boards viewing the Bitcoin volatility
How Bitcoin helps fix an inflationary monetary system
Ethereum's bull run versus Bitcoin's bull run

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 Inflation
Lyn Alden's article on Ethereum
Jeff Booth's Booth's book, The Price of Tomorrow
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

TIP349: Why You Should Be Investing In Art Shares w/ Scott Lynn May 16, 2021

Show notes

On today’s episode, Trey Lockerbie sits down with internet entrepreneur Scott Lynn, who most recently founded the company Masterworks, which allows smaller investors to invest in multi-million dollar pieces of art.

IN THIS EPISODE, YOU'LL LEARN:

Why you should consider Art as part of your portfolio
What are the risks involved, but also, the potential rewards
Where to start when examining the art market
How you can get started, 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

BTC025: Bitcoin Security & Lending w/ Parker Lewis & Joe Kelly (Bitcoin Podcast) May 12, 2021

Show notes

IN THIS EPISODE, YOU’LL LEARN:

Why Joe Kelly founded Unchained Capital Management
Why are people willing to borrow at such high interest rates when traditional borrow has such low interest rates
What direction do they see interest rates going in the coming year
When will people be able to make deposits and earn interest while still controlling 1 of 3 private keys
Where do they see the space in 5 years
Parker's thoughts on the lightning network

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Learn more about Unchained Capital Management
Read some of Parker Lewis's incredible articles on Bitcoin
Follow Parker Lewis on twitter
Follow Joe Kelly on twitter
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

Our TOPPODCAST Picks

Follow Us

Stay Connected

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

Related Podcasts

Links

Stay Connected