We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU'LL LEARN: How Joel Greenblatt crushed the market by making big, bold bets on cheap stocks. How a freak investment disaster taught him never to forget that bad things happen. Why he believes that the greatest investors tend to have “a screw loose.” How he handles the emotional pain and stress of investing. Why he never bought Bitcoin—and has no regrets about it. How he made a killing by studying Warren Buffett’s purchase of Coca-Cola stock. Why he admires Buffett even more after spending time with him in person. Why Greenblatt still believes in his “magic formula” for picking cheap and good stocks. Which exceptional businesses he owns for the long term in his personal stock portfolio.  Why he feels “blessed” and “lucky”—and owes it to society to share his good fortune. What career advice and investment books he’s given to his five children. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Ma

IN THIS EPISODE, YOU'LL LEARN: 02:58 - What peak performance looks like. 13:58 - Why sleep is the lead domino for health and performance. 50:58 - Why the brain likes routine. 53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold treatments to boost performance. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Neuro Athletics' Website. Neuro Athletics' Blog. Louisa Nicola Twitter. Trey Lockerbie 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 i

Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Calm and 300 others give or take. IN THIS EPISODE, YOU'LL LEARN: 01:38 - The advantages of being an outsider. 06:10 - The realities of running a startup. 09:28 -What makes up a star founder and the ingredients for success. 13:32 - Why so many startups fail and how to look for the signs. 37:56 - Startup deal terms and syndicates. 45:31 - Common traits of Jason's many billionaire friends and colleagues. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Angel Book. This Week In Startups Podcast. All

IN THIS EPISODE, YOU’LL LEARN: 01:15 - Thoughts on the dollar remaining a global reserve currency. 06:40 - How much the fixed income market and inflation is going to influence the broader market conditions. 11:55 - Will negative interest rate spreads really matter that much? 20:18 - The impact of Ukraine and Russia on supply chains. 41:48 - Yield Curve Control and what it will take to get there. 45:10 - How much could Bitcoin dip if we have a substantial macro sell-off? 1:05:16 - Risk of not being in Bitcoin. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Joe Carlasare's Twitter. Jay Gould's Twitter. Jeff Ross's Twitter. New to the show? Check out our We Study Billionaires Starter Packs. Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate

IN THIS EPISODE, YOU'LL LEARN: 06:25  - Why you want the CEO to think more like a capital allocator than a traditional CEO. 09:23  - How the best capital allocators create arbitrage on their own stocks. 24:39  - Use to use debt intelligently when growing your company. 36:27 - How and why the most profitable companies do not compete on 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. William Thorndike’s book,  The Outsiders – Read reviews of this book. Additional resources on International P/E Ratios. Free executive summary of The Outsiders. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax 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

Trey Lockerbie invites back the Co-Founder and Executive Chair of MorningBrew, Alex Lieberman. Alex discusses his foray into the creator economy, angel investing and building a personal moat. They also explore his journey with mental health and how it’s inspired him to launch a new podcast on the subject. IN THIS EPISODE, YOU'LL LEARN: 04:34 - The benefits of building an audience when it comes to investing and the shift from "product first" to "personality first" and what that means. 24:36 - How to build a personal moat to set you up for success. 38:47 - What role luck has played in Alex’s career. 1:02:16 - How successful people, billionaires especially, deal with anxiety and manage their mental health. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Morning Brew’s Websit

Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management.  IN THIS EPISODE, YOU'LL LEARN: 03:02 - Why do microcaps get a bad wrap? 05:39 - How a few of the greatest investors got their start in microcaps. 14:46 - How to identify microcaps that could grow up to be macro caps. 23:14 - The psychology around cheaply priced stocks, including macro caps that do stock splits. 32:04 - The pros and cons of a highly concentrated portfolio. 47:18 - Ian’s strategy for finding profitable and sustainable microcap companies with great management. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Microcap Club's Website. Ian

IN THIS EPISODE, YOU’LL LEARN: 01:06 - The importance of understanding what counterparty risk is. 15:38 - Why self-custody is so important right now. 31:20 - The main takeaways for a person in the market today. 31:20 - Retirement planning and how to think about Bitcoin in your IRA. 31:20 - Difference between self-directed IRAs and vehicles like GBTC. 51:03 - What is happening with policy 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. Check out Unchained Capital where Parker and Jeff work. Checkout Parker Lewis' Twitter. Checkout Jeff Vandrew's Twitter. Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS. New to the show? Check out our We Study Billionaires Starter Packs. Are you looking to start investing? Check out our ar

IN THIS EPISODE, YOU'LL LEARN: 04:31 - How Marks was shaped by his first experience of a stock market bubble and crash.   12:04 - How conversations with his son have led him to modify his investment principles. 18:20 - Why he came to believe that buying cheap assets is the key to successful investing.  26:01 - What is his view of the current investment environment? 36:37 - Why Marks regards emotion as the “greatest enemy” of superior investing. 48:40 - How to invest successfully in a period of high inflation. 54:48 - Why Marks now believes that his “knee-jerk skepticism” about Bitcoin was wrong. 58:43 - Why Marks is bullish on China at a time when most foreign investors are running scared. 01:04:03 - Why moral values like integrity, candor, and fairness are essential to a good life. 01:14:00 - How to succeed by playing to your own strengths and living life on your own terms.   *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the e

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B. IN THIS EPISODE, YOU’LL LEARN: 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021. 11:53 - Oakmarks process to finding and vetting stock ideas. 31:58 - How they think about diversification once they’re highly allocated in a certain sector. 35:02 - An overview of some of Oakmarks top positions, including their heavy weighting in Alphabet. 46:26 - Buffett’s recent position in Nubank and how it compares to Oakmarks positions in Ally and Fiserv. 58:29 - A forecast of Oil and how EOG and Conoco will follow. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Oakmark Funds Website. Related Episode: TIP35

Trey Lockerbie chats with expert Josh Young from Bison Interests as they do a deep dive on Oil. Bison returned 350% in 2021 compared to the S&P 500’s 29% and they cover a lot of reasons why they may just be getting started. IN THIS EPISODE, YOU’LL LEARN: 01:17 - Why oil has been the most hated commodity as of late. 07:09 - Debunking myths about oil. 04:06 - Why supply levels could lag demand for the foreseeable future. 17:30 - The key drivers of Oils spike in price. 36:06 - Oil producers that Josh is invested in. 59:13 - The Russia/Ukraine conflict and how it could potentially disrupt supply. 1:06:42 - How Europe’s decline of Natural Gas will affect the price. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Josh Young Twitter. Bison Interests Website. Bison Interes

IN THIS EPISODE, YOU’LL LEARN: 00:59 - How Magdalena got involved in Bitcoin. 02:38 - What it was like being a supreme court-appointed bankruptcy inspector for an exchange failure. 10:29 - How events in Canada have impacted the way people view self-sovereignty. 12:57 - Her experience with the 1st Bitcoin Fund on the TSX (3IQ Bitcoin fund). 24:34 - The economic incentives that work best for policymakers in this space. 27:06 - How Magdalena is thinking through the policy decisions from a mining standpoint. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Magdalena on Twitter. Magdalena's company Coinkite. New to the show? Check out our We Study Billionaires Starter Packs. Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners. Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free

IN THIS EPISODE, YOU’LL LEARN 05:02 - How an accident led Tony Robbins to discover the miracle of regenerative medicine.  08:10 - How a wave of scientific breakthroughs can revitalize your body and even save your life.  15:07 - Why it’s critical to detect health threats early with the help of new diagnostic tests. 20:45 - What simple lifestyle changes can boost your energy levels and transform your health? 31:31 -How to handle extreme stress, overcome adversity, and take control of your mind. 41:39 - How to shift yourself into a high-energy state in which you perform at your peak. 51:07 - Why do so many billionaires lead surprisingly unhappy lives? 58:20 - How happiness and fulfillment depend on two things: growth and giving.  60:27 - What high performers like Richard Branson, Tom Brady, and Ray Dalio have in common. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful sto

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. IN THIS EPISODE, YOU’LL LEARN: 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s markets.  05:05 - The forecast for oil, which is a number that might surprise you.  05:57 - The driving factors behind oil’s price movement. 23:27 - His massive trade on Bitcoin and how he compares it to gold. 24:32 - His biggest current position is in Uranium. 31:17 - The pivot away from real estate for Mongolia Growth Group. 37:56 - Potentially undervalued stocks in US real estate. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Co

Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion. IN THIS EPISODE, YOU’LL LEARN: 07:20 - Historical examples of market bubbles and the Tulipmania, did it actually happen? 15:53 - Micro manias happening in the markets today and analogous examples from the past. 31:17 - Lessons from the 1800s that could have prepared us for the recent bust in tech stocks. 36:30 - The conditions that produce fraud in the marketplace. 49:44 - How the world's first ETF was essentially created in the 10th century. 58:23 - Benefits of speculation. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Yet Another Value Blog. Trey Locker

IN THIS EPISODE, YOU’LL LEARN: 02:07 - Luke's overview of the Macro Landscape since the Russian invasion of Ukraine. 02:07 - Energy to the EU. 02:07 - China's involvement. 12:10 - Zelenskyy's unexpected response and defensive posturing. 20:33 - Crops and fertilizer impacts. 26:47 - Belarus' involvement in the war. 26:47 - Turkey blocking the entry into the Black Sea. 34:09 - Canada weaponizing their banks. 34:52 - Weaponizing Swift. 34:52 - The Ruble crashing. 44:57 - Russia Minister working on a digital single world currency. 46:01 - India's energy demands. 48:46 - Gold's potential involvement. 53:55 - Bitcoin's potential involvement. 01:07:59 - Targeting high-net-worth Russian citizens. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. 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 on Twitter. Luke Gromen's FFTT Web

IN THIS EPISODE, YOU’LL LEARN: 12:08 - Why you shouldn’t enter any relationship with the intention to change that person. 15:34 - Why what you fear the most always materialize if you let it cloud your mind. 39:31 - Why Oprah turned 40 before she learned how to say no, and why you should practice it now. 43:29 - Why you should embrace the truth of your past and let it set you free. 51:02 - Why you should show true gratitude without expecting anything back in return. And much more.  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Oprah Winfrey’s Book: What I Know for Sure – Read reviews of this book. Raymond Moody’s Book: Life after Life – Read reviews of this book. Gary Zukav’s Book: The Seat of the Soul – Read reviews of this book. The Investor’s Podcast’s executive summary of the book, 

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. Together, they explore the role of gold and commodities investing in a period of inflation.  IN THIS EPISODE, YOU’LL LEARN: 01:03 - Why do commodities perform well in inflationary periods? 08:55 - Why do different generations and nationalities look differently at gold? 11:26 - How to best invest in commodities. 15:21 - How can commodities markets be manipulated andHow much should your portfolio be exposed to commodities? 19:57 - Why you should compare the price of gold to real interest rates. 29:13 - Are there any classes that investors should not hold?  33:30 - Why the M2 money supply growth should be your default yardstick when measuring real returns for asset classes.  52:18 - Should you own gold or gold stocks?  1:03:03 - What will the next monetary system look like?  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Maste

Trey Lockerbie invites back Andrew Walker of Rangeley Capital to provide an update on the Discovery merger with WarnerMedia and to discuss his top 5 predictions for 2022. IN THIS EPISODE, YOU’LL LEARN: 01:27 - Predictions of the Discovery stock price post-merger. 02:34 - Why value stocks will outperform this year with a special focus on sporting goods retailers and cyclical commodity companies. 24:22 - The bullish case for cable companies. 31:10 - The fall of peloton and how the price to value looks today. 38:55 - The law of large numbers, how high flying tech might have its wings clipped. 42:36 - How SPACs will fair since the recent bubble burst. And much much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Yet Another Value Blog. Trey Lockerbie Twitter. NEW TO THE SHOW? Check o

IN THIS EPISODE, YOU’LL LEARN: 01:34 - Why Entropy Dice are important for creating ultra-secure private keys. 10:19 - When NVK came into the Bitcoin space and how he started his company. 21:53 - The Block Clock incident with Jack Dorsey. 26:21 - What is the Satscard? 31:07 - How can the Bitcoin network be hardened. 41:17 - How has Bitcoin impacted the current situation in Canada with the trucker protests? 58:15 - Will Smart contracts get more traction on top of Bitcoin in the future? 1:01:25 - What will UX look like with major cell phone companies entering the space? 1:06:10 - Does he have security concerns of components being manufactured upstream of hardware wallet integration? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. NVK's Twitter. NVK's Company ColdCard. New to the show? Chec