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

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Latest Episodes:

TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast) Nov 08, 2020

Show notes

Raoul Pal has decades of experience in financial markets and is the Founder of the popular media company, Real Vision. During the show, we talked about all the hot macro topics going on at the end of 2020, inflation, deflation, the idea of a new Bretton Woods, central bank, digital currencies, Bitcoin, MMT, and much more.

IN THIS EPISODE, YOU’LL LEARN:

Are we in an inflationary or deflationary environment?
Why interest rates will turn negative in the US.
Why bitcoin is consuming all other asset classes.
How and why hedge funds, large corporations, and endowments will soon enter the bitcoin space.
Ask The Investors: “Modern Monetary Theory” – is it valid?

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 interview with Raoul Pal about Macro Concerns.
Preston and Stig’s interview with Raoul Pal about Macro Investing.
Preston and Stig’s interview with Raoul Pal about Macro Economics and Global Risks.
Listen to the Real Vision Podcast.
Connect with Raoul Pal on Twitter.
Raoul Pal's website, Real Vision TV with free videos.

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

TIP321: Investing & The Brain w/ John Gald (Business Podcast) Nov 01, 2020

Show notes

John Gald has over 15 years of experience practicing on the brain and various specializations like epilepsy and numerous others. During the show, we cover some really fascinating topics on how the brain affects investing.

IN THIS EPISODE, YOU’LL LEARN:

How we process information subconsciously and how we can take advantage of it .
How reflexivity functions between the conscious and subconscious mind.
How the brain tricks us into making investing mistakes.
How the best investors use the biases of other investors to achieve superior stock returns.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Antonio Damasio's book, Self Comes to Mind – Read reviews of this book.
Norman Doidge's book, The Brain that Changes Itself – Read reviews of this book.
Stanislas Dehaene's book, Consciousness and the Brain.
Twitter profile:John Gald.

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

TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast) Oct 25, 2020

Show notes

Chris Voss talks all about negotiations. Chris is the bestselling author of the book “Never Split the Difference.” He is an adjunct professor at Georgetown University, and has spent 24 years in the FBI crisis negotiation unit.

IN THIS EPISODE, YOU’LL LEARN:

Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them.
Why you need agreement from your counterparty three times to close a business deal.
How to use loss aversion to your advantage in negotiations.
How to use the Ackerman model in negotiations.
Ask the Investors: Should I include short positions in my all-weather portfolio?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Chris Voss’ book, Never Split the difference – Read reviews of this book.
Tweet directly to Chris Voss.
Chris Voss’ company, Black Swan Group.

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

TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast) Oct 18, 2020

Show notes

Arif Karim talks about a deep value pick, Charles Schwab. After graduating from MIT more than two decades ago, Arif entered the financial investment space. He’s now the senior investment analyst at Ensemble Capital Management.

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Charles Schwab?
The importance of networking effects in wealth management.
Why the two most important metrics in wealth management is AUM growth and NIM.
How to value a financial service company.
What the expectation is for inflation, and the impact for Charles Schwab.
Ask the Investors: When do you understand an asset well enough to invest in it?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Arif Karim’s company, Ensemble Capital.
Ensemble Capital’s educational blog.
Ensemble Capital’s 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:

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

TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast) Oct 11, 2020

Show notes

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager for billionaire Peter Thiel’s macro investment firm, and is now the partner and chief strategist at Logica Funds.

IN THIS EPISODE, YOU’LL LEARN:

The relationship between the velocity of money and liquidity.
Why we’re not living in a time of uncertainties, but actually living with certainty more than ever.
Why Ray Dalio’s idea of predicting cycles is not valid.
Why passive investing has Ponzi scheme traits when the money stops flowing in.
Why Paul Volker was a terrible FED chair.
Ask The Investors: Is insider trading important when investing in 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.
Preston and Stig’s podcast episode on Common Stocks and Uncommon Profits.
Preston and Stig’s podcast episode on Margin of Safety.
Preston and Stig’s podcast episode on Stock Market Wizards.
Alan Blinder’s book, The Anatomy of Double-Digit Inflation in the 1970s.
Mike Green’s company, Logica Funds.
Connect with Mike Green on Twitter.
Insider Buying and Selling Website Preston mentioned, https://www.insidearbitrage.com/.
Subscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.

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

TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast) Oct 04, 2020

Show notes

Jake Taylor takes us on a deep dive intrinsic value assessment of the company Fairfax Financial Holdings. The purpose of these episodes is to give the audience a thorough discussion and analysis of companies so they can pick up on the key considerations and questions for other companies and a similar sector, or even for just a general analysis of a stock.

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Fairfax Financial Holdings?
What is the intrinsic value of Fairfax Africa?
How to analyze and value an insurance company.
How to analyze and value an investment holding company.
Ask The Investors: Should I invest in preferred shares?

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 interview with Jake Taylor about The Intrinsic Value of Berkshire Hathway.
The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator.
Jake Taylor’s book, The Rebel Allocator – Read reviews of this book.
Jake Taylor’s letters to his clients.
Tweet directly to Jake Taylor.
Email Jake Taylor at: fivegoodquestions@gmail.com.
Subscribe to our newsletters about the current market conditions.

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

TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast) Sep 27, 2020

Show notes

Stig and Preston cover the current market conditions, changes in Warren Buffett’s portfolio, a couple different stock picks that are coming up on their value filter, and the optimal asset allocation mix right now with everything going on.

IN THIS EPISODE, YOU’LL LEARN:

Why Warren Buffett is buying Bank of America.
Which stocks Warren Buffett is selling right now.
Why Warren Buffett has bought into Japanese trading houses.
Which stocks Preston and Stig find interesting given the current market conditions.
Ask The Investors: What is the optimal asset allocation right now?

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 interview with Bill Nygren about Bank of America.
Preston and Stig’s latest discussion about the Current Market Conditions.
Rich Shaner’s analysis of international stock markets.

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

TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast) Sep 20, 2020

Show notes

This episode is a deep-dive into gold and gold miners. Marin Katusa comes with a wealth of experience, having sat on boards of publicly traded companies and having arranged over a billion dollars in financing for various deals in the commodity sector.

IN THIS EPISODE, YOU’LL LEARN:

Why the performance of gold miners are lagging the performance of the price of gold.
How to invest in gold miners.
The details of Warren Buffett’s investment in gold.
Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Marin Katusa’s special offer for the listeners of The Investor’s Podcast.
Marin Katusa’s free research on his website, Katusa Research.
Tweet directly to Marin Katusa: @MarinKatusa.

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

TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast) Sep 13, 2020

Show notes

We’ve collected some important audio clips from some of the most prominent investors in the world. The clips cover topics such as hospitality, real estate market, education, social media monopolies, for sales from Chinese governments to U.S. based businesses, and much more.

IN THIS EPISODE, YOU’LL LEARN:

Where Ray Dalio predicts money to flow after COVID-19 is over.
How Peter Thiel thinks about how technology is changing education from the outside in.
How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors.
Eric Schmidt's thoughts about big tech monopolies and the dominance of the App stores.
Ask The Investors: What is the Modern Portfolio Theory and should I use it?

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 review of Ray Dalio’s book, Principles.
Preston and Stig’s review of Ray Dalio’s book, Big Debt Crises.
Preston and Stig’s review of Peter Theil’s book, From Zero to One.

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

TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast) Sep 06, 2020

Show notes

Ed Harrison is an expert in investment banking and is an incredible host at Real Vision where he conducts some of the most exclusive discussions with the world’s most influential thinkers in finance. On today's show, he talks about the current market conditions and various investment ideas in the third quarter of 2020.

IN THIS EPISODE, YOU’LL LEARN:

How the low yield has changed the investment thesis for growth and value investors.
What is the optimal investing strategy dependent on your view on the COVID-19 vaccine.
What the dollar index is indicating for investors right now.
The difference and similarities of the US and European economies.
Whether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currency.
Ask The Investors: Will bond investors rush into stocks given the low interest rate?

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 TV and listen to his podcast.
Tweet directly to Edward Harrison.

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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