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

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Latest Episodes:

TIP241: Value Investing w/ Mohnish Pabrai (Business Podcast) May 05, 2019

Show notes

On today's show, we talk to the famous value investor, Mohnish Pabrai.

IN THIS EPISODE, YOU'LL LEARN

How Mohnish Pabrai is reading Warren Buffett’s letters to shareholders
Who is Mohnish Pabrai cloning?
How Mohnish Pabrai is evaluating the performance of his investments
Why Mohnish Pabrai will never own an insurance company again
Ask The Investors: How do you determine the expected future growth of a company

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Mohnish Pabrai’s website.
Mohnish Pabrai's reading list.
Brittani Collins’ song about Mr. Market.
Larry Cunningham’s book, The Essays of Warren Buffett – Read reviews of this book.
Collection of all of Berkshire Hathaway’s annual 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!

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

TIP240: Investing in Fine Art Like a Stock w/ Scott Lynn (Business Podcast) Apr 28, 2019

Show notes

Stig and Preston talk to the founder of Masterworks, Scott Lynn. Scott is the creator of a company that allows investors to purchase a share of a fine piece of artwork from legendary artists like Monet, Picasso, or Andy Warhol.

IN THIS EPISODE YOU’LL LEARN:

The bull and bear thesis behind investing in fine art
The key metrics behind valuing fine art
If fine art has a place in your portfolio
Why art by great artists might be value traps
How the ultra-rich are moving the market

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Learn more about Scott’s company, Masterworks
Citibank’s report about the Global Art Market

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

TIP239: Commercial Real Estate Investing w/ Ian Formigle Apr 21, 2019

Show notes

On today's show we learn about commercial real estate investing from expert Ian Formigle.

IN THIS EPISODE YOU’LL LEARN:

What an opportunity zone is and how to value them
How to understand the importance of the interest rate in commercial real estate.
How to diversify in commercial real estate
How to take an index approach in real estate investing market

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate or watch the video.
Ian Formigle’ company, CrowdStreet
CrowdStreet’s free educational material
CrowdStreet’s webinar about Opportunity Zones
Tweet directly to Twitter for questions about commercial real estate: @CrowdStreet

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

TIP238: NetSuite Founder Evan Goldberg (Business Podcast) Apr 14, 2019

Show notes

On today's show, Stig interviews the founder of Netsuite Evan Goldberg. Evan sold his company to Oracle for 9.3 billion dollars in 2016.

IN THIS EPISODE YOU’LL LEARN:

How and why you want to pivot your company
Which skills you need to acquire while you grow with your company
How and why you should keep looking for the right mentors throughout your life
How Evan Goldberg started an accounting company without reading an accounting book

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Watch the video of the live interview on Preston's Youtube Channel or on The Investor's Podcast Youtube Channel
TIP238 Show Notes at The Investor's Podcast 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

TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast) Apr 07, 2019

Show notes

On today's show, Preston and Stig talk to value investing legend, Sanjay Bakshi

IN THIS EPISODE YOU’LL LEARN:

How to factor disruption technologies into your investment thesis
How to locate an emerging moat for a business
Why we should evaluate our stock performance using stress adjusted returns
How to read Warren Buffett’s letters to shareholders
Ask The Investors: How do I choose the best stock broker?

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 comparison of stock brokers
Sanjay Bakshi’s blog post aboutreturn per unit of stress
Warren Buffett’sletters to shareholders
Hari Ramachandra’sinterview with Sanjay Bakshi
Tweet directly toSanjay Bakshi

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

TIP236: Momentum Indicators for the 2nd Quarter 2019 w/ Dr. Richard Smith (Business Podcast) Mar 31, 2019

Show notes

On today's show, Preston and Stig talk to momentum expert, Dr. Richard Smith.

IN THIS EPISODE YOU’LL LEARN:

Which momentum trends billionaires are currently investing in
Why it sometimes better to wait 6 months after a billionaire bought stock to take a position
Which commodities have a good price momentum
How to use momentum in your options strategy

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Download Richard Smiths' free report and try his system free for 30 days
Richard Smith's Blog
Daniel Crosby’s book, The Behavioral Investor – 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

TIP235: Gold Miners and Other Commodity Companies w/ Marin Katusa (Business Podcast) Mar 24, 2019

Show notes

On today's show, Preston and Stig talk to commodities expert, Marin Katusa about investing in gold miners.

IN THIS EPISODE YOU’LL LEARN:

How to pick small gold stocks that are most likely to be bought out by large competitors
How to analyze and pick gold stocks
How to analyze and conclude on the current state of the gold industry
How and why you can be paid twice with a private placement investment

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 including his free book
Marin Katusa’s free research report exclusively for the listeners of The Investor’s Podcast
Marin Katusa’s website, Katusa Research
Tweet directly toMarin Katusa

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

TIP234: Mastermind Discussion 1Q 2019 (Business Podcast) Mar 17, 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:

If Bed Bad & Beyond is finally trading at a good price for value investors
Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.
Why it’s an advantage for investors that Alibaba is a Chinese company and not a US company
If Microsoft is a good defensive investment in an overvalued market

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to John Huber’s pitch of Tencent on The Investor’s Podcast or watch the video.
Preston and Stig’s free resource, Intrinsic Value Index
Preston and Stig’s Intrinsic Value Assesment of Bed Bath & Beyond, that was discussed in this episode
Subscribe to Preston and Stig’s free Intrinsic Value Assessments
Stig’s pitch of Bed Bath & Beyond from 2017
Tobias Carlisle’s new podcast, The Acquirers Podcast
Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com
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

TIP233: Dr. Jim Rickards - Central Banks, QT, QE, & the FFR (Business Podcast) Mar 10, 2019

Show notes

On today's show, we talk to Dr. James Rickards about central banks and their impact on financial markets.

IN THIS EPISODE YOU’LL LEARN:

How and why the FED is preparing for the next recession
How the Fed Chairman is signaling to the market what he plans to do.
Why having a strong dollar is currently the least bad economic policy
Why the world is currently dependent on the US dollar, and how a new system is built not to include it
What happens if the stock market is made up by passive investors and the computers make the decisions

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 Jim Rickards about gold or watch the video.
Global Central Bank Balance Sheet - Chart Preston talked about during the show
Jim Rickards’ book, Aftermath – Preorder this book
Jim Rickards’ book, The Road to Ruin – Read reviews of this book
Jim Rickards’ book, Currency Wars – Read reviews of this book
Jim Rickards’ book, The Death of Money – 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

TIP232: Billionaire Stanley Druckenmiller Lessons (Business Podcast) Mar 03, 2019

Show notes

On today's show, we learn valuable investing lessons from legend Stanley Druckenmiller.

IN THIS EPISODE YOU’LL LEARN:

Why Stanley Druckenmiller makes many small bets in the market if he had a down year
Stanley Druckenmiller’s thoughts on the optimal Monetary Policy
Why price signals from the market is no longer a good predictor in the stock market
The Investor’s Podcast: Why are Hedge Fund managers celebrated when Mutual Fund managers are not

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.