We Study Billionaires - The Investors Podcast

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content.  IN THIS EPISODE, YOU'LL LEARN: (01:15) How to approach financial wellness, before even thinking about investing. (11:12) Brian’s fascinating investing checklist for buying. (14:22) Brian’s 11 criteria for selling a stock . 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. Brian Feroldi Website. Brian Feroldi Twitter. Brian’s Investing Checklist. Brian’s writings on The Motley Fool. Rich Dad, Poor Dad Book. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter

IN THIS EPISODE, YOU’LL LEARN: Bill's experience reading the Bitcoin white paper weeks after it was released Why Bill wanted to build a Bitcoin bank right from the start The expectation for Bitcoin policy moving forward Thoughts on digital assets versus digital asset securities Proof of Reserves for exchanges Would Bill consider loans that have no-rehypothecation as a product at Abra? 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 Barhydt's Twitter account Bill's Company, Abra Read the 9 Key Steps to Effective Personal Financial Management Browse through all our episodes (complete with transcripts) here SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becomin

In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.   IN THIS EPISODE, YOU'LL LEARN: (00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders. (00:09:14) Understanding boom and bust cycle of PulteGroup. (00:11:23) What is true inflation?  (00:13:30) The impact of inflation has on how Stig invests. (00:32:24) Why value ETFs are often focused on the US or international and not global. (00:34:56) Why Stig is finding value in Alibaba . (00:38:46) Which price did Charlie Munger, Mohnish Pabrai, and Guy Spier buy Alibaba at? (00:40:39) An overview of Alibaba's business model and business units. (00:46:41) What is the impact of regulatory changes on Alibaba?  (00:48:12) The rationale that the Chinese government had for the recent crackdown. (00:48:58) Difference between the US and Chinese legislation for big tech. (00:51:54) How to value the unprofitable part of Alibaba and Google's busines

On today’s episode, Anthony Scaramucci discusses the future of the finance industry. Anthony is the founder of investment firm Skybridge Capital, which currently manages around $8 billion and was one the earliest in developing an institutional bitcoin fund. Some may know Anthony from his brief stint as White House Communications Director under Trump or his SALT conferences. He’s also the author of four books.  IN THIS EPISODE, YOU'LL LEARN: (11:41) The hedge fund industry and how it is evolving (20:00) How investors should position themselves, now that Anthony believes the traditional 60/40 stock/bond portfolio is dead (25:22) How the language in the latest infrastructure bill might impact bitcoin and how institutions are viewing the asset 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 mem

IN THIS EPISODE, YOU’LL LEARN: 01:29 - What is the Blockstream Modular Mining Unit (MMU)? 11:29 - Why is Blockstream getting into the manufacturing of ASIC? 21:41 - How has the Blockstream Mining Note (BMN) performed to date? 17:23 - Blockstream Finance and getting into the mortgage space 38:35 - Lightning adoption and wallet integration 57:00 - Blockstream in El Salvador 59:12 - The Gaming space and how it will continue to evolve 01:08:43 - DeFi on Bitcoin via Stacks, Rootstock, or other methods *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. Blockstream's Website John Pfeffer's article - An Institutional Investor's Take on Cryptoassets Follow Samson Mow on Twitter Follow Dr. Adam Back on Twitter Read the 9 Key Steps to Effective Personal Financial Management Browse through all ou

On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good to Great, Built to Last, How the Mighty Fall, Great by Choice, Turning the Flywheel BE.20, which have sold over 10 million copies worldwide. Trey Lockerbie has been having a lot of conversations lately about the global macro environment, and while it can be an endlessly fascinating topic and a fun spectator sport, it’s important to never lose sight on the fact that as investors, we are investing in companies, and it’s important to study the different species of companies and what makes them great. There is no better expert on this topic than Jim. IN THIS EPISODE, YOU'LL LEARN: (00:09:14) The definition of greatness. (00:35:28) What makes up a Level 5 leader. (00:43:16) How much weight to put into innovation. (00:51:32) What exactly is a flywheel effect? (01:16:29) How luck plays into success and so much more. *Disclaimer: Slight timestamp discrepancies may

In today’s episode, we have a very special guest and that is billionaire Jeremy Grantham, the co-founder and long-term investment strategist at GMO, one of the world's most well-respected asset management firms. Jeremy is an investing legend and studied market historian, who successfully identified and sidestepped the major corrections such as the Japanese market in 1989, the tech bubble of 2000, and the global financial crisis of 2008, and even called the bottom in 2009.  IN THIS EPISODE, YOU'LL LEARN: (01:37) How Jeremy identifies market bubbles and how to prepare for a correction. (34:04) How the FED talks a big game but doesn’t have a great track record of avoiding major market corrections. (47:56) Green venture capital and the opportunities it presents 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

IN THIS EPISODE, YOU’LL LEARN: 02:21 - Why the yuppie elite do not get Bitcoin 11:21 - Unit Bias 17:35 - The two types of models to understand the value of Bitcoin 21:59 - Why the digital revolution has two parts 29:18 - How does the Bitcoin value layer work with social media? 33:26 - The speculative attack on fiat currency 38:29 - Do financiers start pricing in future halving events? 47:57 - Thoughts on Stock-to-Flow *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. Croesus's Twitter Account Why the Yuppie Elite Dismiss Bitcoin Article Am I too Late to Bitcoin Article Asset DNA Bitcoin Article Read the 9 Key Steps to Effective Personal Financial Management Browse through all our episodes (complete with transcripts) here SPONSORS Support our free podcast by supporting our sponsors:

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: (01:06) What is inflation, and what is it not. (06:26) How much of inflation is due to base effects. (10:28) How can expected inflation drive inflation. (14:56) If the current inflation is temporary. (26:12) How is inflation reflected in the real estate prices. (33:02) Why do we have regional differences in inflation. (45:15) If investors can profit from the interest rate parity. (52:38) If investors should take on debt in an inflationary environment. (58:01) Whether value stocks are a good investment in times of inflation. (01:06:34) Whether paper assets can be inflation-proofed?  (01:13:00) How Cullen Roche has positioned himself. *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 discussion

In today’s episode, Trey Lockerbie sits down with Polina Pompliano. Polina is the founder and author of The Profile, which is a newsletter that profiles highly successful individuals in business, science, storytelling, sports, and more. Polina has a wealth of knowledge from her many experiences interviewing everyone from Melinda Gates to Jeff Jordan. IN THIS EPISODE, YOU'LL LEARN: (26:44) How exceptional people think. (07:51) Five mental models that are the common denominators for success across nearly every discipline. (41:18) How to run a Maker vs Manager schedule 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. Polina Pompliano Twitter. Polina's newsletter, The Profile Twitter, and website. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires

IN THIS EPISODE, YOU’LL LEARN: 01:52 - What is currently happening with the US infrastructure bill? How did digital assets become a part of it? 03:49 - What is wrong with the current language in the bill with respect to digital assets? 04:31 - How do elected officials view the digital asset portion of the bill? 19:55 - What amendments are currently being proposed? 25:02 - What is the likelihood that any of the amendments will be selected? 37:02 - What other regulator bills are in the works for digital asset regulations? 53:11 - Is it bullish or bearing for Bitcoin? 57:07 - What does the Beyer Bill propose, and what impacts will it potentially have? 01:01:52 - What impact do the treasury, SEC, and CFTC have on the regulatory framework for digital assets? *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

In today’s episode, Trey Lockerbie speaks with TIP fan favorite, Ian Formigle. Ian is the Chief Investment Officer of Crowdstreet. IN THIS EPISODE, YOU'LL LEARN: (01:30) How CRE has performed since Covid. (12:41) Demographic migration leading to growth in surprising places. (47:15) The silver tsunami aka the baby boomer generation reaching the age of retirement and where opportunities may be present. (56:13) How Crowdstreet weighs external challenges like climate change into their prospectus. *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. Ian Formigle 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 F

In today’s episode, Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months. IN THIS EPISODE, YOU'LL LEARN: (02:03) What is incentivizing the Fed and policymakers to continue their QE efforts. (39:55) Peak Cheap Oil and its effects on the burgeoning EV market and underlying commodities. (50:07) How gold might be positioning itself as a new wealth reserve asset 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. Luke Gromen 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 o

IN THIS EPISODE, YOU’LL LEARN: 01:38 - How Jay Gould got his start as an entrepreneur 17:15 - What Jay thinks is a replicable part of entrepreneurship 19:25 - What tech ideas has Jay excited now 30:00 - The legal battles Jay faced after starting one of the most popular websites in the world 35:36 - Advanced negotiations against people like billionaire Mark Cuban. 01:05:02 - Jay's Bitcoin story 01:23:36 - Jay's thoughts on Elon Musk entering Bitcoin 01:31:04 - Jay's concerns with the speed of Bitcoin's adoption 01:37:26 - A discussion of the macroeconomy impacting Bitcoin's speed of adoption *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. Jay Gould's Twitter Check out our Investing Starter Packs about business and finance Browse through all our episodes (complete with transcripts) here

Stig Brodersen speaks with Reeves Wiedeman and learns the unfiltered story of The Rise and Fall of WeWork and co-founder Adam Neumann.   IN THIS EPISODE, YOU'LL LEARN: (04:12) How WeWork got started. (19:53) How WeWork tried becoming a tech company with a 16-year-old Director of IT. (27:29) How Softbank made a $4.4B investment in WeWork on a napkin. (35:08) Whether or not CEO Adam Neumann was a true believer of a con artist. (37:07) How WeWork went from a $96B valuation to single digits in a matter of weeks.   (40:28) Why Adam Neumann was ousted from his own company.   *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. Reeves Wiedeman’s book, Billion Dollar Loser – Read reviews of this book.   NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes

In today’s episode, Trey Lockerbie sits down with global macroeconomist and author, Richard Duncan. Richard gives a masterclass on global economics and how he believes credit growth is essential to economic growth. IN THIS EPISODE, YOU'LL LEARN: (01:16) Is capitalism a thing of the past? (36:56) How much can our government monetize our debt. (50:13) Has inflation peaked along with credit?  *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. 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 investing stra

IN THIS EPISODE, YOU’LL LEARN: 01:14 - Harry's Background in Finance and Bitcoin 04:05 - Harry's thoughts on balance sheets becoming more important moving forward 10:51 - How mining businesses in the US and abroad are purchasing hardware 13:39 - Harry's thoughts on the great mining hardware migration out of China 36:06 - Does hash rate drive price or does price drive hash rate? 41:56 - Harry's thoughts on the ESG mining council 42:29 - Geothermal mining 50:53 - Harry's thoughts on regulator vulnerabilities and where the best locations to mine are 51:29 - Thoughts on the Blockstream mining note 58:26 - How to convince big stat grid operators to start mining Bitcoin 01:03:04 - When a new high in hash rate might occur *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. Harry Sudock's Twitter han

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes. IN THIS EPISODE, YOU'LL LEARN: (01:54) Why you should consider diversifying into alternative assets (22:20) How these investments have long been inaccessible for retail investors and how Yieldstreet has changed that (38:11) Deep dives into legal, aviation, commercial real estate, 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. Yieldstreet Website Yieldstreet App Michael Weisz 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 managi

In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat on the board at Amazon. He’s now sitting on the other side of the table, as a partner at the prestigious VC firm, Kleiner Perkins Caufield & Byers. IN THIS EPISODE, YOU'LL LEARN: (04:01) The gaming industry and how it’s evolved since his time at EA (19:21) What it’s been like to sit on the board of Amazon and how that opportunity materialized (49:52) What makes a great investment and how founders should be protected at all costs *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. Trey Lockerbie Twitter NEW TO THE SHOW? Ch

IN THIS EPISODE, YOU’LL LEARN: 03:58 - Dave and Greg's thoughts on the bond market resolving its potential mispricing 12:27 - Thoughts on the current bull market in bonds despite high inflation 15:34 - How Dave views markets moving forward in the next ten years 42:01 - What are Dave's reservations about Bitcoin? 43:55 - Dave's thoughts on large investors and entities entering Bitcoin 57:56 - Thinking about Bitcoin as an expected value problem 01:06:31 - Bitcoin's immediate clearance attributes and how it impacts financial rails 01:07:30 - Dave's interest in Silver and Gold vs. Bitcoin 01:12:19 - Bitcoin Soft forks vs. Hard forks 1:30:16 - Marrying an investment *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. Greg Foss's Twitter David Collum's Twitter Greg's Article On Bitcoin A book