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

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Latest Episodes:

TIP262: REPO Markets - What it is & What's happening (Business Podcast) Sep 29, 2019

Show notes

On today’s show we talk to macro economist Luke Gromen about the current issues being seen in the REPO market.

IN THIS EPISODE YOU’LL LEARN:

What is the REPO rate and why it’s important for you.
How the regulations from the 2008 financial crisis have changed the markets today
How to position yourself in today’s volatile financial markets
Why the stock market will soar and not the opposite if we experience more QE

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Luke Gromen’s book, Mr. X interviews – Read reviews of this book
Luke Gromen’s website, The Forrest for the Trees
Luke's Gromen's Twitter Account

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

TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast) Sep 22, 2019

Show notes

On today’s show we talk about investing in Gold with the CEO of APMEX, Ken Lewis. APMEX is the largest precious metals retailer in North America.

IN THIS EPISODE YOU’LL LEARN:

Understanding the drivers behind gold
How to combine blockchain security and gold purchase
Why there are different types of gold and what is ideal for you
The current market conditions for the gold price

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Ken Lewis’ company, APMEX
Ken Lewis’ company,OneGold
The free site Ken Lewis use for his gold researchGoldhub.com
The Investor’s Podcast’s new showSilicon Valleyhosted by Shawn Flynn

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 arating 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

TIP260: Bitcoin Math & Value - w/ Plan B Sep 15, 2019

Show notes

On today's show, we talk to Bitcoin statistics expert, Plan B. Plan B is an anonymous member of the Bitcoin community and he has a quant background with a multi-billion dollar international hedge fund.

IN THIS EPISODE YOU’LL LEARN:

How to value Bitcoin based on the stock to flow ratio
What the Bakkt exchange is and why it will change the landscape of Bitcoin
Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin
How investors should think about educating themselves about Bitcoin
Ask The Investors: Should I invest in China?

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 to Plan B
Plan B's white paper: Modeling Bitcoin's Value w/ Scarcity
The highest ranked Bitcoin Authorities
Stephen Livera’s Podcast
Satoshi Nakamoto’s white paper, Bitcoin: A Peer-to-Peer Electronic Cash System

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

TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous Sep 07, 2019

Show notes

On today's show, we talk to leading Bitcoin expert, Dr. Saifedean Ammous about how Bitcoin works and what problems it attempts to solve. Dr. Ammous is the author of the Bitcoin Standard.

IN THIS EPISODE YOU’LL LEARN:

Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth
Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more
Why the clearance mechanisms of central banks will ensure the fiat currency system’s survival
Why profitable bitcoin mining in the future won’t be using fossil fuels
Why Altcoins can’t compete with Bitcoin regardless of any current or future technical properties

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 to Saifedean
Saifedean Ammous’ educationalwebsite

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

TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast) Sep 01, 2019

Show notes

On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.

IN THIS EPISODE YOU’LL LEARN:

If now is a good time to short Netflix
How to value Netflix
Why value investing has been underperforming for a long period of time
Why the price to book is not a good indicator for outperformance

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tobias Carlisle’s, Acquirers Fund
Tobias Carlisle's new podcast,The Acquirers Podcast
Tobias Carlisle's book,The Acquirer's Multiple - read review of this book
Tweet directly toTobias Carlisle
Preston and Stig’s episode with Bill Nygren about Netflix
Kenneth French’s, Data Library
Visit the home page of our new podcast,Millennial Investing

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

TIP257: Small Cap Investing - w/ Eric Cinnamond Aug 25, 2019

Show notes

On today's show, we talk to Eric Cinnamond about determining the value of three small CAP companies.

IN THIS EPISODE YOU’LL LEARN:

How to assess the intrinsic value of Natural Gas Services ($NGS)
How to assess the intrinsic value of Gencore Industries ($GENC)
How to assess the intrinsic value of Crimson Wine Group ($CWGL)
How to value a company based on high asset value
How to identify that you are at the trough of the cycle
Ask The Investors: How should I determine position sizes in my 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.
Eric Cinnamond’s Investment Company, Palm Valley Capital
Eric Cinnamond’s blog,Absolute Return Investing
The Stock Correlation tool Preston Discussed on 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:

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

TIP256: Raoul Pal - Global Financial Concerns (Business Podcast) Aug 18, 2019

Show notes

On today's show, we talk to Raoul Pal who's the founder of the global financial media company, Real Vision.

IN THIS EPISODE YOU’LL LEARN:

Why Quantitative Easing is very likely in the fourth quarter of 2019
The full picture of the global debt situation
How Central Banks are all connected
The outlook for Bitcoin and Gold

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Here's thelink to the video Raoul talked about on the show
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:

HELP US OUT!

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

TIP254: Value Investing w/ Bill Nygren (Business Podcast) Aug 04, 2019

Show notes

On today's show, we talk to investing expert, Bill Nygren, about companies like Google, Mastercard, and Netflix.

IN THIS EPISODE YOU’LL LEARN:

How to value Alphabet Inc. and why it’s undervalued
Why Mastercard and Netflix might be good investments
Why P/E is not a good indicator when comparing valuation and competitive advantage
How to identify a shareholder friendly management
Ask The Investors: What should students know about investing?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bill Nygren’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:

HELP US OUT!

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

TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast) Jul 28, 2019

Show notes

On today's show, we talk to investing expert, Jesse Felder, about the intrinsic value of Bed Bath and Beyond.

IN THIS EPISODE YOU’LL LEARN:

How to asses the intrinsic value of Bed Bath & Beyond
Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor
How to make money in a commoditized business with no moat
Why Bed Bath & Beyond could be taken private
Ask The Investors: How do you factor in macro indicators when valuing 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.
Jesse Felder's popular podcast, Superinvestors
Jesse Felder's Blog, The Felder Report
Insider Trading Resource mentioned by Jesse
Stig's pitch of Bed Bath and Beyond during Q2, 2017

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

TIP252: The Bitcoin Impact w/ Trace Mayer Jul 21, 2019

Show notes

On today's show, we talk to Bitcoin expert, Trace Mayer.

IN THIS EPISODE YOU’LL LEARN:

How to value bitcoin using the Mayer Multiple
Why bitcoin is about bringing trust to a new monetary system
How bitcoin might look in 5 years from now
How to think about the energy consumption of 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.
Trace's Bitcoin Podcast
Trace Mayer on Twitter
More information about the Mayer Multiple
Follow the Mayer Multiple 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.