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

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Latest Episodes:

TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast) Dec 20, 2020

Show notes

In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio.

Damien used to work for Dalio at Bridgewater Associates - the largest Hedge fund in the world with more than $160B under management, while Alex has over 20 years of experience managing billions of dollars for his clients. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.

IN THIS EPISODE, YOU'LL LEARN:

How to create a portfolio with a balance risk and reward for each investment
How to access the strategy used by Billionaire Ray Dalio
How this portfolio should endure any economic climate
Why each holding in your portfolio should be as uncorrelated as possible
What it’s like to work for Ray Dalio using “radical transparency”

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Risk Parity ETF (Ticker: RPAR)
Evoke Advisors
Check out our top picks for the Best Investing Podcasts in 2020
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

BTC004: Bitcoin Tech & Future Growth w/ Blockstream's Samson Mow (Bitcoin Podcast) Dec 16, 2020

Show notes

IN THIS EPISODE, YOU'LL LEARN:

The early days of Blockstream
The fork wars and why they were important to future growth
What is transaction value per second and why's it important
Where he sees Bitcoin in the next five years
The Lightning Network
Liquid
Green and Aqua
Security & utility tokens on top of Bitcoin
Blockstream satellites
Gaming and 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.
Samson Mow's Twitter
Blockstream's Website
Samson Gaming Company: Pixelmatic
US Investors can checkout Infinite fleet
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

TIP327: COVID-19, Vaccine, and the US Economy - w/ Ed Harrison (Business Podcast) Dec 13, 2020

Show notes

On today's episode, Stig and I speak with Ed Harrison, the editor at Real Vision TV. Ed talks to us about current market conditions and how investors should position themselves accordingly.

We'll discuss the accelerating debt situation across the globe and the opportunities and constraints for investors. In addition, we'll cover the continued massive money printing and the impact on the economy, not only as investors but as citizens.

IN THIS EPISODE, YOU'LL LEARN:

Why facing a double-dip recession is the base case scenario
How can the US most efficiently pay off its public debt?
Which implications does it have if Janet Yellen will be the new Treasury Secretary?
How to take advantage of the increasing debt burden in developed nations
Why the decoupling of the US and China will lead to a weaker US dollar

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 Edward Harrison’s blog and newsletter,Credit write down.
Watch Edward Harrison on Real Vision TVand listen to his podcast
Tweet directly to Edward Harrison
Check out our top picks for the Best Investing Podcasts in 2020
Preston: Twitter| LinkedIn
Stig: 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 reviewfor the show. We always enjoy reading your comments and feedback!

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

BTC003: Bitcoin & A Deflationary World w/ Jeff Booth (Bitcoin Podcast) Dec 09, 2020

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Work being done on the lightning network for payments
What a deflationary world would look like
What would the price of real estate look like
How might the stock market get repriced
Other technology impacts Bitcoin might have on policy

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Jeff Booth's book, The Price of Tomorrow
Jeff Booth's twitter account
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

TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast) Dec 06, 2020

Show notes

On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name for a merged entity between Level 3 and CenturyLink.

We discuss how Level 3 holds the hidden upside value while only being one-third of the new entity, and CenturyLink's dying business model is distracting the market attention. Ben and Eugene make a great case for why there may be a special situation between the two right around the corner that could be a catalyst for the stock price to soar.

*The opinions expressed herein are those of Cove Street Capital, LLC and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing.

**The information in this presentation should not be considered as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. You should not assume that the security discussed in this report is or will be profitable, or references we make in the future will be profitable or equal the performance of the security discussed in this presentation. The report is based on data obtained from sources believed to be reliable but is not guaranteed as being accurate and does not purport to be a complete summary of the available data.

IN THIS EPISODE, YOU'LL LEARN:

How to analyze the dynamics of a merger
How to evaluate the debt burden of a company
How to value a special situation
What is the intrinsic value of Lumen

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Cove Street Capital, LLC is a registered investment adviser. More information about them is located in their ADV Part 2, located on their website or upon request
Learn more about Cove Street Capital
Check out our top picks for the Best Investing Podcasts in 2020
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!

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

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

BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast) Dec 02, 2020

Show notes

IN THIS EPISODE, YOU'LL LEARN:

Top tips for people entering Bitcoin for the first time
Thoughts on alt coins
Why does the world need Bitcoin
How money evolves in four phases
The ownership distribution of gold and bitcoin
Thoughts on Defi

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
All of Vijay Boyapati's incredible writings on Bitcoin
Vijay Boyapati's twitter account
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

TIP325: Real Estate Investing with BiggerPockets (Business Podcast) Nov 29, 2020

Show notes

When we talk about Real Estate investing, the community that first comes to mind is BiggerPockets. We are excited to welcome the hosts of BiggerPockets, Brandon Turner, and David Greene.

BiggerPockets is the world's largest real estate community, and Brandon and David guide their audience through the complexities of real estate investing. Today they will share tips on how to diversify into real estate if you're a stock investor. In addition, we'll talk about how to value properties and some practical advice on finding time and money to get started.

IN THIS EPISODE, YOU'LL LEARN:

How to get started in real estate investing with no money down
How to diversify into real estate without putting with the minimum effort
How real estate investing is inflation proofed
How to estimate the intrinsic value of 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.
BiggerPockets’ website
BiggerPockets’podcast
Stig’s interview with Bigger Pockets
Watch BiggerPockets’ YouTube channel
Connect with Brandon Turner onInstagram
Connect with David Greene on Twitter
Connect with David Greene on LinkedIn
Preston: Twitter| LinkedIn
Stig: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

BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove (Bitcoin Podcast) Nov 25, 2020

Show notes

IN THIS EPISODE, YOU'LL LEARN:

What's the fundamental problem Bitcoin intends to solve
What is sound money
Governments will never allow it!?
How is Bitcoin's supply actually fixed?
Central Bank game theory
What is Bitcoin's Number Go Up Technology?
But the price is so volatile
Thoughts on the Stock to Flow model

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
All of Robert Breedloves incredible writings on Bitcoin
Nic Carter's article, It's The Settlement Assurances, Stupid
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

TIP324: The Great Reset w/ Luke Gromen (Business Podcast) Nov 22, 2020

Show notes

Luke Gromen is the Founder of the macro-thematic research firm, The Forest for the Trees. He’s one of the leading experts on everything happening in the global economy today.

IN THIS EPISODE, YOU’LL LEARN:

Why banks will be a smaller part of the S&P500 in the future.
How to invest in an unsafe macro environment.
Why we’re approaching a bursting sovereign global debt bubble.
Why a rising price of bitcoin could force up the price of gold.
·Ask The Investors: How do I buy and store bitcoin safely?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s Q3 2020 Mastermind discussion with Luke Gromen, Lyn Alden, and Jeff Booth.
Connect with Luke Gromen on Twitter.
Luke Gromen’s company, The Forest for the Trees.
Luke Gromen’s book, Mr. X interviews – Read reviews of this book.

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:

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

TIP323: Mastermind Discussion 4Q 2020 (Business Podcast) Nov 15, 2020

Show notes

We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each other’s picks.

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Diamond Hill Capital Management?
What is the intrinsic value of Oracle?
What is the intrinsic value of Footlocker?
Why Reliance Industries is a bet on the growth of India.
Why Preston is doubling down on Bitcoin.
Ask The Investors: How do I decide on the right discount rate to use?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.
Mastermind Discussion Q3 2020.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Tobias Carlisle’s podcast,The Acquires 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.
Tweet directly to Tobias Carlisle.
Hari’s Blog: BitsBusiness.com.
Tweet directly to Hari.

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:

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

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