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

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Latest Episodes:

TIP292: Understanding the Chinese Economy w/ Leland Miller (Business Podcast) Apr 17, 2020

Show notes

On this podcast, Stig Brodersen talks with Leland Miller who's an investment expert on the Chinese economy.

IN THIS EPISODE, YOU'LL LEARN:

How the Chinese central bank operates, and which interests they have in manipulating their interest rate.
What the real drivers behind the trade war are.
How to understand the Chinese economy and the impact of the US and the rest of the world.
Why China will soon grow only 1-2% annually.
Why the Chinese banking system prevents acute crises, but also limits growth.
How to invest in China and to capture the premium from uncertainties.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tweet directly toChina Beige Book.
Connect with China Beige Book on LinkedIn.
China Beige Bookwebsite.

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

TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (Business Podcast) Apr 12, 2020

Show notes

On today's show, we have a commodity investment expert, Marin Katusa. He talks about the supply-demand impacts of COVID-19 and what it means for the precious metals and oil markets.

IN THIS EPISODE, YOU'LL LEARN:

What is going on behind the scenes of the FED and why they do doing swap lines with USD.
Why Marin Katusa is bull on Equinox Gold and Liberty Gold.
A practical guide to investing in the gold sector.
What happened to the price of oil.
The new relationship between, gold, USD, and the price of oil.

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 offeron his exclusive newsletter for the listeners of The Investor’s Podcast including his free book.
Marin Katusa’s website, Katusa Research.
Tweet directly to Marin Katusa: @MarinKatusa.
Preston and Stig’s interview with Marin Katusa about commodities and negative interest rates
Gold Graphmentioned from the show.

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

TIP290: Current Market Conditions 4 April 2020 (Business Podcast) Apr 05, 2020

Show notes

On today's show, Preston Pysh and Stig Brodersen talk about the current market conditions on 4 April and how COVID-19 is impacting the Stock, Bond, & Commodities market.

IN THIS EPISODE, YOU'LL LEARN:

Understanding what is happening in the stock market right now.
What Preston and Stig are looking at in the stock market.
Understanding quantitative easing and FED’s balance sheet in a time of crisis.
Understanding inflation and deflation pressures and how it impacts the economy and financial markets.
Ask The Investors: How are options priced?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Check out themomentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market.
Subscribe to our newslettersabout the current market conditions.
Preston and Stig’s episode on, Big Debt Crises.
Preston and Stig’s episode on, You can be a Stock Genius.
Ray Dalio’s article about the Changing World Order.
Calculator forpricing options.
Explanation of pricing of option using the Black Scholes Model.
Interview with Jeff Booth to embed: https://www.youtube.com/watch?v=F8lfLqnhuGs.

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

TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast) Mar 29, 2020

Show notes

On today's show, Preston Pysh and Stig Brodersen talk to Jake Taylor about the intrinsic value of Berkshire Hathaway. Jake is a value investor and the CEO & founder of Farnam Street Investments.

IN THIS EPISODE, YOU'LL LEARN:

The most important takeaways from Warren Buffett’s most recent letter to shareholders.
An overview of the five major segments of Berkshire Hathway.
What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger.
Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio?
Ask The Investors: Should I as a shareholder of Berkshire Hathaway buy stocks that are already in the company’s 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.
Jake Taylor’s book,The Rebel Allocator – Read reviews of this book.
The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator.
Jake Taylor’s letters to his clients.
Tweet directly to Jake Taylor.
Email Jake Taylor at:fivegoodquestions@gmail.com.
Warren Buffett’sletters to shareholders.

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

TIP288: Current Stock Market Conditions - 2020 Crash - COVID 19 (Business Podcast) Mar 22, 2020

Show notes

On today's show, Preston Pysh and Stig Brodersen talk about the current market conditions and how COVID-19 is impacting the Stock, Bond, & Commodities market.

IN THIS EPISODE YOU’LL LEARN:

How Preston and Stig were positioned before the stock market crashed.
How Preston and Stig are positioning themselves today.
Why Preston thinks we’re heading into global hyperinflation.
Why Stig thinks that now is a good time to add to your compounders in the stock market.
What the FED and the ECB are doing right now.
Ask The Investors: What do you think about using put options and LEAPS 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.
Check out themomentum toolthat Preston and Stig created for the TIP Community that predicted the crash in the stock market.
Stig’s newsletter to the TIP Community about the coronavirus.
Subscribe to our newsletters about the current market conditions.
Preston and Stig’s episode on, Big Debt Crises.
Ray Dalio’s article about the implication of hitting the0% Interest Rate Floor.

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

TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast) Mar 15, 2020

Show notes

On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals.

IN THIS EPISODE YOU’LL LEARN:

Why value investors don’t understand how Warren Buffett does factor in macroeconomics events.
The biggest misperception of dividend investing.
How to measure value in growth.
How to invest in companies with predictable earnings.
Ask The Investors: How to make a living in investing when your holding period is forever?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Vitaliy Katsenelson, websiteContrarian Edge.
Listen to Vitaliy Katsenelson’s articles.
Lawrence Cunningham’s book, The Essays of Warren Buffett – read reviews here.

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

TIP286: Mastermind Discussion 1Q 2020 (Business Podcast) Mar 08, 2020

Show notes

On today's show, we have the mastermind discussion for the 1st Quarter of 2020. The group talks about various investing ideas and the crazy dynamics currently playing out in the stock market.

IN THIS EPISODE YOU’LL LEARN:

What the Intrinsic value is of ExxonMobil and Etsy.
Why Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investor.
If ExxonMobil’s 7% dividend is sustainable.
Why Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021.
Ask The Investors: How do you pay yourself when your holding period is forever?

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 FREE resource, Intrinsic Value Index.
Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.
Preston and Stig’s tool for stock selection and determining the momentum,TIP Finance.
Join the Mastermind Group and the TIP Community for theBerkshire Hathaway Annual Shareholder’s Meeting.
Warren Buffett’sletters to shareholders.
Tobias Carlisle’s podcast, The Acquires Podcast.
Tobias Carlisle's book, The Acquirer's Multiple - read reviews of this book.
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle'sAcquirer's Multiple stock screener.
Tweet Directly to Tobias Carlisle.
The Investor's Podcast Network interview w/Jason Moser from Motley Fool about Etsy.
Preston's discussion of Bitcoin's Stock to Flow metric and article by Plan B.

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

TIP285: Turning Adversity Into Advantage - Laura Huang's Edge (Business Podcast) Mar 01, 2020

Show notes

On today's show, we talk to Harvard professor, Laura Huang, about her new book, Edge. Her book talks about turning your adversities into advantages.

IN THIS EPISODE YOU’LL LEARN:

Why hard work is not enough to be successful, and what you can do about it.
Know how others see you, so you can redirect them how they should see you.
How to turn your weaknesses into assets.
What you can learn from starting with $5 in capital.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Laura Huang’s book, Edge – Read reviews of the 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:

HELP US OUT!

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

TIP284: Bitcoin - Law & Legal Implications w/ Caitlin Long (Bitcoin Podcast) Feb 23, 2020

Show notes

On today's show, we talk to Bitcoin legal expert, Caitlin Long, about how U.S. States like Wyoming are establishing laws to support Bitcoin and digital currencies moving forward.

IN THIS EPISODE YOU’LL LEARN:

What states like Wyoming are doing to attract Bitcoin companies into the state.
How the definition of legal tender impacts the legal treatment of Bitcoin.
Can/would the US shut down Crypto exchanges.
Can/would the US government ban cryptocurrencies.
What are the new laws Secretary Mnuchin is talking about.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Trace Mayer Talking about Mixing or Coin-join implications.
Nic Carter's writing on Central Banks and Bitcoin.
Follow Caitlin Long on 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:

HELP US OUT!

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

TIP283: Commercial Real Estate Trends w/ Ian Formigle from Crowdstreet (Business Podcast) Feb 16, 2020

Show notes

On today's show we have Ian Formigle from Crowdstreet to talk about emerging trends in commercial real estate.

IN THIS EPISODE, YOU'LL LEARN:

Which trends that are important to follow in 2020 and beyond in commercial real estate.
What the impact is of student debt on real estate in the decades to come.
Why investors should consider purchasing multifamily assets and conservatively leverage the investment. with cheap 10-year fixed-rate debt.
How to understand the various financing opportunities in commercial real estate.
Understanding cycles in 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.
CrowdStreet’s free Educational Material.
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.
Preston and Stig’s previous interview with Ian Formigle about Opportunity Zones.

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

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