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

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Latest Episodes:

TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast) Aug 30, 2020

Show notes

John Huber, managing partner at Sabre Capital Management joins Preston Pysh and Stig Brodersen to discuss identify high-quality businesses.

IN THIS EPISODE, YOU’LL LEARN:

How to identify high-quality businesses and their moat.
How to make growth assumptions for your stock picks.
Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business.
How is the COVID-19 crisis different and similar to other crises in the stock market?
Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation?

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 John Huber about the intrinsic value of Facebook.
John Huber’s company, Saber Capital.
John Huber’s value investing blog.
Preston and Stig’s free value investing forum.
Jeremy Siegel’s, Stock for the long run – 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

TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast) Aug 23, 2020

Show notes

Lyn Alden, Luke Gromen, and Jeff Booth are some of the best economic thinkers in the world right now. For the 3Q of 2020 macro mastermind discussion, they discuss what’s happening in the world right now.

IN THIS EPISODE, YOU’LL LEARN:

Whether we will see a return of the liquidity crisis in the USD.
Whether we have another currency that can replace the USD as the global reserve currency.
Whether the world will continue to exponentially expand the global aggregated monetary baseline.
Why some companies are putting bitcoin on their balance sheet.
Ask the Investors: Can the national debt be inflated away?

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 Luke Gromen and Grant Williams about global macro.
Preston and Stig’s interview with Lyn Alden about global macro
Contact Lyn Alden on Twitter.
Lyn Alden’s website.
Jeff Booth’s book, The Price of Tomorrow – Read reviews of this book.
Tweet directly to Jeff Booth.
Luke Gromen’s book, Mr. X interviews – Read reviews of this book.
Luke Gromen’s website, The Forrest for the Trees.
Tweet directly to Luke Gromen.

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

TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast) Aug 16, 2020

Show notes

This week, Preston and Stig has a mastermind discussion with Tobias Carlisle and Hari Ramachandra where they discuss intrinsic value of selected companies

IN THIS EPISODE, YOU’LL LEARN:

What is the intrinsic value of Alphabet Inc.?
What is the intrinsic value of Berkshire Hathaway?
What is the intrinsic value of E-Trade?
What is the intrinsic value of Brookfield Property REIT?
How Warren Buffett made his greatest trade ever .
Ask The Investors: How can a stock price increase after it has been diluted?

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 Discussion Q2 2020.
Preston and Stig’s FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Database with super investors’ investments, Dataroma.
Tobias Carlisle’s podcast, The Acquires Podcast.
Tobias Carlisle’s ETF, ZIG.
Tobias Carlisle’s ETF, Deep.
Hari’s Blog: BitsBusiness.com.
Tweet directly to Hari.
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com.

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

TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast) Aug 08, 2020

Show notes

We talk to Ian Formigle about the structural and infrastructure impacts for all types of real estate that COVID is having and what to expect moving forward.

IN THIS EPISODE, YOU’LL LEARN:

How has COVID-19 changed the commercial real estate market?
Why you can have the right idea, but the wrong execution in the current market conditions.
How to find value in megatrends in commercial estate in 2020 and beyond.
Why commercial real estate fits into a value investor’s portfolio in volatile markets.

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.
CrowdStreet’s free Educational Material.
Learn from Ian Formigle directly on StreetBeats.
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 Commercial Real Estate Trends.
Preston and Stig’s previous interview with Ian Formigle about stock investors including 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:

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

TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast) Aug 02, 2020

Show notes

Niels Kaastrup-Larsen implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing and how it’s so different than all the other styles we’ve ever covered in the past.

IN THIS EPISODE, YOU’LL LEARN:

Why should you have trend following in a diversified portfolio?
Why trend following and value investing complement each other well.
How to follow a rule-based strategy and when you should change your rules.
Why the best trend following sector is commodities.
Why trend following is interesting at this point in time of the interest rate cycle.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Niels Kaastrup-Larsen's free guide and free book about trend following.
Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged.
Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar.
How much DUNN Capital has outperformed the S&P500 since 1974.
CME group white paper Lintner Revisited.

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

TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast) Jul 25, 2020

Show notes

Cullen Roche talks about the current market conditions and various trade ideas for navigating this landscape.

Cullen has managed hundreds of millions of dollars for the past two decades. He is the founder of Pragmatic Capitalism, the author of multiple investing books, and a regular guest on Bloomberg and major financial news outlets.

IN THIS EPISODE, YOU’LL LEARN:

The main advantage of centralized currencies.
Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve.
Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment.
Where to find value in international equities.
How should investors navigate the current market conditions?
Ask The Investors: What is the relationship between inflation, interest rates, and house prices?

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 Cullen Roche about contrarian investing.
Cullen Roche’s website, Pragmatic Capitalism.
Tweet directly to Cullen Roche.

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

TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast) Jul 19, 2020

Show notes

Kiyan Zandiyeh is the Chief Investment Officer for Sturgeon Capital. He has extensive experience with early-stage business and pioneer investing. Throughout the show, we talk about different countries and how to assess equities inside of those countries.

IN THIS EPISODE, YOU’LL LEARN:

How to invest in frontier markets from A-Z.
Why frontier market investing should have a place in any well-diversified portfolio.
How to assess the political and currency risk of a country.
How to do boots-on-the-ground-research and understanding lollapalooza effects.
Why Uzbekistan is the most interesting frontier market 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.
Sturgeon Capital’s website.
Learn more about Sturgeon Capital’s Uzbekistan Growth Equity Fund.
Tweet directly to Sturgeon Capital.

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

TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast) Jul 12, 2020

Show notes

George Gammon talks about the structural impact that COVID is having on the American real estate market and infrastructure.

IN THIS EPISODE YOU’LL LEARN:

What COVID is doing to residential real estate in major cities.
What COVID is doing to the infrastructure for colleges & commercial real estate.
FANG Stocks & central banking policy.
Ray Dalio's thoughts on the limits of central banking policy.
Ray Dalio's thoughts on where people need to be positioned based on policy.
Jeff Gundlach's opinions on a V shaped recover.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Market Wizards Books by Jack Schwagger
George Gammon's Website.
George Gammon's Twitter.
Jeff Snyder 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

TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast) Jul 05, 2020

Show notes

Stig and Preston talk about the current market conditions and what kind of investments they think will perform in such a challenging environment. They talk about two different specific stock picks that have good valuations and good momentum characteristics.

IN THIS EPISODE YOU’LL LEARN:

How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014.
How moats in the 21st century are different than in the 20th century.
Why a gold standard is inflationary.
How to invest in without sound money.
Ask The Investors: How do you validate and find unbiased information?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Subscribe to our newsletters about the current market conditions.
Preston and Stig’s interview with Lyn Alden about investing in chaotic times.
Preston and Stig’s interview with Jeff Booth about inflationary and deflationary forces.
Preston and Stig’s interview with Bill Nygren about Bank of America.

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

TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast) Jun 27, 2020

Show notes

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus buying power terms, and more.

Lyn has been in the investment research space for more than 15 years, and she’s a contributor to major publications like Forbes, Business Insider, CNBC, and many others.

IN THIS EPISODE YOU’LL LEARN:

How money is printed and why it has changed.
What is the role of swap lines during the COVID-19?
Why you should use the expected inflation rate in money supply as your discount rate.
Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020.
Ask the Investors: Is China the next empire?

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 Lyn Alden on Twitter.
Lyn Alden’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:

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

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