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

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Latest Episodes:

TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast) Jul 14, 2019

Show notes

On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions.

IN THIS EPISODE YOU’LL LEARN:

Why we’re not a typical credit cycle.
The bull and bear case of commodities
Why the bond market should have higher yields than it has today
Which big tech stock to invest in and why

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 website, The Forrest for the Trees
Download yourfree audio book at Audible.

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

TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast) Jul 07, 2019

Show notes

On today's show, we play questions and answers from billionaire Michael Bloomberg.

IN THIS EPISODE YOU’LL LEARN:

Michael Bloomberg’s top best advice for a successful business career
Michael Bloomberg’s advice to young entrepreneurs
What Michael Bloomberg’s childhood was like
How Michael Bloomberg started his own company
Ask The Investors: Why is inflation good if you borrow money?

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

TIP249: The Intrinsic Value of Facebook w/ John Huber (Business Podcast) Jun 30, 2019

Show notes

On today's show, value investing expert John Huber provides an intrinsic value assessment of Facebook.

IN THIS EPISODE YOU’LL LEARN:

How to estimate the intrinsic value of Facebook
The projection of the future growth of Facebook
What the main threat to Facebook is
How to assess the competitive situation between Google, Facebook, and Amazon
Ask The Investors: Is knowing how to estimate the intrinsic value of a stock enough to build a 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.
John Huber's, articles and investment theses.
John Huber's stock pitch of Tencent.

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

TIP248: Mastermind Discussion 2Q 2019 (Business Podcast) Jun 23, 2019

Show notes

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.

IN THIS EPISODE YOU’LL LEARN:

The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK
If I Got Games is truly as cheap as the numbers indicate
Whether now is the best time to short RealPage
If Slack has a sustainable business model
Why Auburn National Bancorporation is a good dividend stock with little risk
Ask The Investors: Which investment mistake did you make recently and why?

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’sfree Intrinsic Value Assessments
Tobias Carlisle’s new podcast,The Acquires Podcast
Tobias Carlisle’s book, The Acquire's Multiple
Hari’s Blog:BitsBusiness.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:

HELP US OUT!

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

TIP247: Legendary Investor Bill Miller (Business Podcast) Jun 16, 2019

Show notes

On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund manager. Since 2009, Miller has outperformed the market by achieving a 20.4% annual return.

IN THIS EPISODE YOU’LL LEARN:

How Bill Miller thinks about the Trade War and the implications for the stock investor
How Bill Miller are sizing his equity positions
Why Bill Miller is fully invested in stocks right now
Why the traditional value investing approach has been broken since the 1990s
Ask The Investors: How can value investors use momentum strategies?

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 Miller’s Investing Website.
Bill Miller’s Deep Value Strategies.
Listen to Preston and Stig’s interview with Bill Miller about Apple, Amazon, and Tesla or watch the video.
Listen to Preston and Stig’s interview with Biller about Stocks, Commodities, and Bitcoin or watch the video.

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

TIP246: Part 2 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast) Jun 09, 2019

Show notes

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four interesting questions that Buffett and Munger were asked during the meeting.

IN THIS EPISODE YOU’LL LEARN:

If Warren Buffett would invest in an index fund with his excess cash of more than $100B?
How do I decide where to start when building my circle of competences?
Why Warren Buffett has a different view on Corporate Governance than Corporate America
How Warren Buffett thinks about AI and machine learning, and if it will change the landscape of employment
Ask The Investors: How do I value emerging moats?

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 discussion of previous Berkshire Hathaway Shareholder’s Meetings.

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

TIP245: Part1 - Berkshire Hathaway Shareholders Meeting Q&A - Warren Buffett & Charlie Munger (Business Podcast) Jun 02, 2019

Show notes

IN THIS EPISODE YOU’LL LEARN:

Why Warren Buffett bought back more shares in Q1 2019 than all of 2018.
Why Warren Buffett thinks he overpaid for Kraft Heinz
Warren Buffett’s advice to aspiring money managers
What Warren Buffett thinks about his position in Apple
Ask The Investors: What is your opinion on leveraged buybacks?

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 discussion of previous Berkshire Hathaway Shareholder’s Meetings

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

TIP244: Bitcoin Basics w/ Leading Expert Tuur Demeester (Bitcoin Podcast) May 25, 2019

Show notes

During this week’s episode, Preston and Stig talk to leading crypto-expert, Tuur Demeester. Tuur is a world-renown economist and investor that focuses on Bitcoin and other blockchain technologies. During the discussion, Tuur explains some of his opinions on why some technologies and protocols.

IN THIS EPISODE YOU’LL LEARN:

Why and how Mark Zuckerberg and Jack Dorsey want to utilize the technology behind cryptocurrency
Why Bitcoin will prevail and remain the most valuable cryptocurrency
How to understand the cycles of Bitcoin
What the biggest risk is for Bitcoin investors

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tuur Demeester’s report, Bitcoin in Heavy Accumulation
Tuur Demeester'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:

HELP US OUT!

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

TIP243: Tobias Carlisle - Creating an ETF (Business Podcast) May 19, 2019

Show notes

On this week's show, Tobias Carlisle talks about his new Exchange-Traded Fund or ETF.

IN THIS EPISODE YOU’LL LEARN:

What the value spread is and how to do identify it?
What the difference is between a mutual fund and an ETF
What will happen to the cheapest value stocks if the market crashed
What you might want to be long Fiat Chrysler and short Tesla
Ask The Investors: What the best value investing curriculum?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Read the prospectus to Tobias Carlisle's ETF: ZIG
Tobias Carlisle's new podcast, The Acquires Podcast
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
Guy Spier's book, The Education of a Value Investor - read reviews of this book
Preston's free course, Warren Buffett Investing Course
Larry Cunningham's book, The Essay's of Warren Buffett - read reviews of this book
Thomas Ittelson's book, Financial Statements - 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:

HELP US OUT!

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

TIP242: Billionaire Jack Dorsey - Lessons From Twitter and Square (Business Podcast) May 12, 2019

Show notes

On today's show, we cover important questions that were recently asked of billionaire Jack Dorsey.

IN THIS EPISODE YOU’LL LEARN:

How and why Twitter and Square was founded
How Jack thinks about the future of payment processing with Square
Why you should invest in megatrends, and which mega trend to follow if you invest in consumer internet
The two main lessons Jack learned from founding twitter
Ask The Investors: Do you invest your monthly cash flow or do you invest a few times per year?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
One of Steve Jobs' favorite books,Inside the Tornado.

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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