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

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Latest Episodes:

TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey Feb 28, 2021

Show notes

On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.

IN THIS EPISODE, YOU’LL LEARN:

Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for
Why commodities are priced to perform well
Why there is an opportunity in emerging markets
How to estimate the correct discount rate
Ask The Investors: How should I position myself given the current market conditions?

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 last current market condition episode where Stig pitched Bank of America
Our interview with Annie Duke about resulting.
Stig’s pitch on Spotify
Check out our20 Best Finance Podcasts in 2021

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 STIG AND TREY

Stig: Twitter | LinkedIn
Trey: Twitter | LinkedIn

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

BTC014: Bitcoin Mining and Energy w/ Marty Bent and Harry Sudock (Bitcoin Podcast) Feb 24, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Does China control all the Bitcoin mining?
Bitcoin uses so much energy, isn't that an issue?
How Bitcoin is increasing productivity by reducing methane flaring
How Bitcoin is slowly changing the power grid (for the better)
Is it better to invest in Bitcoin mining or just buy Bitcoin
How likely is it until we start to see homes equipped with energy efficient tools to mine Bitcoin

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 Marty Bent on twitter
Checkout Marty's podcast, Tales of the Crypt
Checkout Marty's company Great American Mining
Follow Harry Sudock 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

TIP337: How to Identify Value in Commercial Real Estate w/ Ian Formigle Feb 21, 2021

Show notes

On today’s show, we speak with Mr. Ian Formigle, about the COVID-19 impact and how to identify value in commercial real estate.

Ian has over 24 years of experience in the Real Estate market, while his company has over 400 offerings with over $13 billion in commercial real estate.

IN THIS EPISODE, YOU'LL LEARN:

How to value commercial real estate
How to take advantage of the trends not fully priced into the market
The best 5 cities to invest in
Which habits we have changed and the impact on commercial real estate

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Contact Ian Formigle’s directly on LinkedIn
Ian Formigle’ company, CrowdStreet
Ian Formigle’s outlook on 2021 for commercial real estate
CrowdStreet’s free Educational Material
Ian Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book
Preston and Stig’s previous interview with Ian Formigle about COVID-19 implication
Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate Trends.
Preston and Stig’s previous interview with Ian Formigle about stock investorsincluding real estate in their portfolio
Preston and Stig’s previous interview with Ian Formigle about Commercial 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:

GET IN TOUCH WITH STIG AND TREY

Stig:Twitter| LinkedIn
Trey: Twitter|LinkedIn

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

BTC013: Bitcoin Lending & Borrowing w/ Blockfi's Zac Prince & Mark Yusko (Bitcoin Podcast) Feb 17, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What are the basics of how Bitcoin lending works
What is over-collateralization
What are some of the risks w/ Blockfi
How does Blockfi protect against institutional lending that isn't over-collateralized
How does Blockfi manage the escrow for depositors
What is the future going to bring for Blockfi
Does Zac Prince think lending rates will go higher

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 Blockfi
Follow Zac Prince on twitter
Mark Yusko's firm, Morgan Creek Capital Management
Follow Mark Yusko 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

TIP336: Mental Models Used by Billionaires w/ Sahil Bloom Feb 14, 2021

Show notes

In today's episode, Trey Lockerbie interviews Sahil Bloom. Sahil is a Vice-President at a Private Equity Firm, as well as a frequent contributor to CNBC. He also holds a degree in economics, and a master's degree in public policy, both from Stanford University.

Sahil is a rising star in finance, who recently blew up on Twitter, going from 500 followers to now over 100,000 followers in about 6 months time, primarily due to his thoughtful stories on business and his simple breakdown of complex topics.

IN THIS EPISODE, YOU'LL LEARN:

Mental models used by billionaires like Howards Marks, Elon Musk and Warren Buffett
Thinking from First Principles
Understanding second and third order effects
The power of compounding
Developing financial literacy
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.
Howard Marks’ Memos: Memos
Matthew Ball: Website , Twitter
Ben Thompson: Twitter
Gavin Baker: Website , Twitter
Jeff Booth book: The Price of Tomorrow
10k Diver: Twitter
Sahil Bloom: Website , 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:

GET IN TOUCH WITH TREY AND STIG

Trey:Twitter|LinkedIn
Stig: Twitter |LinkedIn

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast) Feb 10, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What are some of the most important trends and data Plan B and WIlly Woo are looking at today
What are their thoughts on a mature derivatives market having on the price
Thoughts on the impact of CBDC
Thoughts on the India ban
Impact of Tether
What is Willy's Go-To chart
Willy's pricing model Vs Plan B'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.
Plan B's Twitter
All of Plan B's writings at www.PlanBTC.com
Willy's Twitter
Willy's Newsletter
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

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra Feb 07, 2021

Show notes

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about 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. It's a fun conversation that shows how they currently think about investing in these extraordinary times.

IN THIS EPISODE, YOU'LL LEARN:

Whether equities can be a temporary placeholder for cash
How to invest long/short in value stocks
Which return can you expect if you invest in Brookfield Asset Management?
Why ARK Fintech Innovation is still a buy despite a more year return above 100%

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 DiscussionQ4 2020.
Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow.
Our interview with Cathie Wood.
Ray Dalio’s argument of why stocks could be trading at 50x earnings.
Wes Gray’s research on momentum and value performance.
Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs,TIP Finance.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
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
Hari:Twitter
Tobias: Twitter
Stig: Twitter| LinkedIn
Preston: Twitter| LinkedIn

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!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback

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

BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast) Feb 03, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

How typical financial managers deal with clients interested in Bitcoin
Regulatory Limitations for most fund managers
Bitcoin ETFs
What's the right portfolio size
What's Andy's biggest FUD buster

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Andy's book, Why Buy Bitcoin
Andy's Twitter
Andy's Bio at SwanBitcoin.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

TIP334: Disruptive Innovation w/ Cathie Wood Jan 31, 2021

Show notes

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.

IN THIS EPISODE, YOU'LL LEARN:

How innovation is often not priced into the market
How Wrights Law can help determine future returns
The 5 main areas of disruption that ARK is focused on 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.
Ark-Invest ETFs: Ark Invest
Wright’s Law: Wright’s Law
Stig:Twitter| LinkedIn
Trey:Twitter| LinkedIn

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

BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast) Jan 27, 2021

Show notes

IN THIS EPISODE, YOU'LL LEARN:

The history of Florentine Mint and how it changed European banking
A background on double entry book keeping
Counterparty risk and how it impacts markets
The importance of Disciplinary Constraint in banking
Thoughts on the Velocity of Money
Thoughts on the governments' ability to shut down Bitcoin
What would make Nik change his mind about Bitcoin
Nik's thoughts on Bitcoin regulation
What would a yield curve look like with Bitcoin
Thoughts on the new administration
Nik'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.
Nik Bhatia's new book, Layered Money
Nik's 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

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