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

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Latest Episodes:

TIP343: How to Invest like the Best w/ Ted Seides Apr 04, 2021

Show notes

In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion dollar alternative investment firm.

IN THIS EPISODE, YOU'LL LEARN:

The playbook for Chief Investment Officers of hedge funds or institutions
Where retail investors can have an edge
When to and when not to invest in a hedge fund
Deeper dive into Ted's infamous bet with Warren Buffett
What Ted has learned from his relationship with Warren over the years

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Capital Allocators Podcast
Capital Allocators Book
Listen to our previous interview with Ted Seides

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

BTC019: Bitcoin's Layer 2 Lightning Network w/ Ryan Gentry (Bitcoin Podcast) Mar 31, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What is Bitcoin's second layer?
Where does lightning labs fit into the second layer
What is Lightning pool?
How is liquidity managed on the second layer
Why does a person have an incentive to run a node
Why open channel with other nodes
What are the nodes that will benefit the post from opening many channels
What are the incentives for people to use lightning
What will things like Sphinx chat enable in the future

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 Ryan Gentry on Twitter
Follow Lightning Labs on Twitter
The lightning labs website
Sphinx Chat
Run an umbrel full node
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

TIP342: The Future of Food w/ Billionaire Jim Mellon Mar 28, 2021

Show notes

In today’s episode, Trey sits down with billionaire, Jim Mellon. They discuss Jim's new book, “Moo’s Law". The book is about the future of food and how we, as investors, can profit.

CNBC has referred to Jim as “Britain’s answer to Warren Buffett” and he brings a wealth of knowledge to this very wide-ranging discussion.

IN THIS EPISODE, YOU'LL LEARN:

Jim Mellon’s framework for the current market conditions
The future of food
Human longevity
The revolution occurring in sustainable energy

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Mosa Meat: Website
Biotech anti-aging company:Juvenescence
Cell-cultured sea food company:BlueNalu
Jim’s new book, Moo’s Law
Jim’s other books

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

BTC018: Bitcoin Smart Contract w/ Discrete Log Contracts featuring Pierre Rochard & Ben Carman (Bitcoin Podcast) Mar 24, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What is a Discrete Log Contract (DLC)
How is this different than other smart contract platforms like Root Stock (RSK)
What does this mean long term
How does this apply to the Lightning Network
What does this mean for Ethereum and Binance Smart Chain (BSC)
How do Oracles work with DLCs

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Pierre Rochard's Twitter
Ben Carman's Twitter
An article talking more about DLCs
Examples of DLCs that are being tested on the Bitcoin blockchain
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

TIP341: Investing Mastermind Q1 2021 w/ Toby Carlisle, Wes Gray, and Jake Taylor Mar 21, 2021

Show notes

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.

IN THIS EPISODE, YOU'LL LEARN:

How and why Cathie Wood and ARK ETFs are moving the stock market
How to utilize 13 forms in your investment strategy
How exposed should you be to equities in the current market conditions?
Is the Schiller P/E valid as a measure of market valuation?
Why it’s too simplistic to say that low-interest rates are good for stocks

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle’s podcast, The Acquirer's Podcast
Tobias Carlisle’s Acquirer's Fund
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
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
Dr. Wesley Gray’s Twitter
Check out the current Schiller P/E
Jake Taylor’s company, Farnam Street Investments.
Tweet directly toJake Taylor.

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:

GET IN TOUCH WITH TREY AND STIG

Trey: Twitter | LinkedIn
Stig: Twitter | LinkedIn

HELP US OUT!

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

BTC017: Bitcoin Onchain Analytics & Timing w/ Charles Edwards (Bitcoin Podcast) Mar 17, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Charles' thoughts on how to value Bitcoin
What are hash ribbons
What are some Macro factors he's paying attention to
What is the contango trade
Bitcoin's price floor and how it relates to energy costs
Top 3 investing lessons
Bitcoin Tail Risks

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bitcoin's production cost article by Charles Edwards
What are Hash Ribbons & Bitcoin by Charles Edwards
Charles Edwards fund at Capriole.io
Charles Edwards 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

TIP340: Hedge Funds, SPACs, and Chocolate w/ Jason Karp Mar 14, 2021

Show notes

In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to start his own fund, Tourbillon Capital, which at its peak managed over $4 Billion in AUM.

Along the way, he helped his family start a successful company called Hu, most known for its chocolate bars, which was recently sold to Mondelez. For his next act, he has now founded HumanCo, which focuses on providing permanent capital to health and wellness brands, as well the launch of a recent SPAC or Special Purpose Acquisition Company.

IN THIS EPISODE, YOU'LL LEARN:

The view from the mountain top
Opportunities in health and wellness
What is a SPAC and why they are so popular at the moment

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
HumanCO's Website
HumanCO/CAVU SPAC's Website
SunOpta's 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:

GET IN TOUCH WITH TREY AND STIG

Trey:Twitter|LinkedIn
Stig: Twitter |LinkedIn

HELP US OUT!

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

BTC016: Bitcoin Super-Cycle w/ Dan Held (Bitcoin Podcast) Mar 10, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Dan's Thoughts on the Overall Macro Landscape
Bitcoin's potential Super-cycle
Kraken exchange data and Bank Charter
Comparing Yield opportunities in lending and Lighting Pool
His opinion on non-financial use cases for blockchains
Where we are at in the technology adoption curve
Bitcoin's security model once the block reward diminishes

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 Dan Held on Twitter
Checkout Dan Held's Articles and website
Checkout Dan Held's Youtube channel
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

TIP339: Common Sense Investing w/ Joel Greenblatt Mar 07, 2021

Show notes

Trey Lockerbie is joined by legendary investor, Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced spectacular returns for over 3 decades.

He is also the author of investing classics like The Little Book that Beats the Market, and You Can Be a Stock Market Genius. On top of that, he is a professor at Columbia University, where he teaches value investing to MBA students.

IN THIS EPISODE, YOU'LL LEARN:

Joel Greenblatt’s investing philosophy
The case for diversification as well as
The case for a concentrated portfolio
How Joel thinks through position sizing
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.
Gotham Funds: Funds
The Little Book That Beats the Market: Amazon
You Can Be a Stock Market Genius:Amazon
The Big Secret: Amazon
Common Sense: Amazon
The Value Investors Club: Website
The Magic Formula: 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:

GET IN TOUCH WITH TREY AND STIG

Trey: Twitter|LinkedIn
Stig: Twitter|LinkedIn

HELP US OUT!

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

BTC015: Bitcoin Peer to Peer Decentralized Lending w/ Max Keidun from Hodl Hodl (Bitcoin Podcast) Mar 03, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What are the primary differences between peer to peer lending/borrowing and centralized lending
How is HodlHodl different than solutions being provided on platforms like Ethereum
Do lenders even care about what borrowers are doing with the funds?
What are some of the risks associated with peer to peer lending/borrowing
How does HodlHodl manage regulator constraints
What is the significance of keeping 1 of 3 keys when lending & borrowing

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 Max's platform on Twitter
Checkout lend.hodlhodl.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

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