We Study Billionaires - The Investors Podcast

In today’s episode, Trey Lockerbie sits down with Chief Investment Officer and New York Times bestselling author, Robert Hagstrom. Robert has written multiple books, especially on Warren Buffett including The Warren Buffett Way, The Warren Buffett Portfolio, Investing The Last Liberal Art, and his latest book Warren Buffett: Inside The Ultimate Money Mind.  IN THIS EPISODE, YOU'LL LEARN: (05:08) The evolution of Warren Buffett’s investing style (03:07) The meaning behind the phrase “Money Mind” that Buffett coined (15:53) What Robert learned from investing alongside Bill Miller and 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. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here.

In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the opportunity to dig deeper on SPACs with Andrew, who is currently running a SPACs focused fund. This episode has been recorded in early June and a few weeks later, Pershing Square announced a 10% SPACquisition of Universal Music Group, which was not listed in the rumored roster of prospects, but makes the conversation even more interesting. IN THIS EPISODE, YOU'LL LEARN: (02:07) Billionaire Bill Ackman's comparison of the typical SPAC with the Pershing Square Tontine SPAC and why Andrew calls it a "unicorn" SPAC (22:43) Discovery Channel and Warner's recent merger (22:43) The collapse of Archegos *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. Rangeley Capit

IN THIS EPISODE, YOU’LL LEARN: 01:33 - Why Tuur's account became more private 05:54 - What are the main changes in the Bitcoin space since 2017? 06:14 - Tuur's thoughts on mining 10:11 - The 28% difficulty adjustment and China 38:41 - The Bitcoin reformation article 01:00:09 - Ethereum vs. Bitcoin 01:00:41 - PoS vs. PoW 01:12:26 - Defi in general and on Bitcoin 01:16:02 - Stable coins and tether 01:17:44 - Thoughts on generating Alpha with 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. Tuur's Twitter account Tuur's article, The Bitcoin Reformation Browse through all our episodes (complete with transcripts) here SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch DeleteMe CFI Education Vanta Indeed Shopify

On today’s show, Stig Brodersen speaks with the CEO of AcreTrader Carter Malloy about Farmland investing. With rising inflation and Bill Gates being America’s top farmland owner with a $690 million investment, we want to understand the nuts and bolts of the $9 Trillion asset class.  IN THIS EPISODE, YOU'LL LEARN: (01:45) Why Farmland investing is hedging your inflation exposure (14:52) What are the risks when investing in Farmland (34:35) Disruption in Farmland investing, including global warming (48:22) Farmland investing for international investors *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. Visit AcreTrader’s website Our interview with Masterworks about investing in art Our interview with CrowdStreet about investing in Commercial Real Estate  NEW TO THE SHOW? Check out our We Stud

In today’s episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki - a financial advisory firm which currently manages over $1.9 billion. Ross helped pioneer the popularity of what we now know as Fintwit - essentially using Twitter and other social media platforms for financial content and discussion. He’s a regular on Bloomberg and CNBC as well as a contributor to Forbes. IN THIS EPISODE, YOU'LL LEARN: (01:37) The recent statements from FED chairman, Jerome Powell and what to expect in the markets (17:17) His massively successful trade on Tesla (34:00) How Nvidia sits in the middle of the Venn diagram between climate change and technology investment themes (37:14) Vice industries such as cannabis, gambling, and even psychedelics.  (48:43) The retail trader movement and how GK has disrupted the traditional advisory industry (47:54) His background in music and how it has helped his career in finance *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform di

IN THIS EPISODE, YOU’LL LEARN: 01:53 - Learn about Jason's first company that he sold for 300 million 08:24 - Jason's thoughts about growing a business to a national level 15:51 - Jason's thoughts on leadership 32:28 - How Jason started his Bitcoin mining business 40:40 - Jason's thoughts on Bitcoin mining and China 41:50 - China's hash rate migration to other domains 47:32 - Jason's thoughts on El Salvador 01:05:09 - Jason's best advice to new Bitcoiners 01:09:31 - How Jason got involved with Morgan Creek Capital *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. Jason's Twitter account Jason's Book on Amazon Browse through all our episodes (complete with transcripts) here SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp Simpl

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how they can best help the TIP Community. IN THIS EPISODE, YOU'LL LEARN: (01:41) How to think about cycles in value investing (19:54) How to create your own free MBA (34:27) The tax advantages you get with ETF investing (43:52) Why Franklin Covey is vastly undervalued  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Millennial investing’s interview with Adam Mead  Our interview with Morgan Housel about the Psychology of Money  Franklin Covey’s investors' relations  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

IN THIS EPISODE, YOU’LL LEARN: 04:25 - How Alyse Killeen got started in Bitcoin and Venture Capital 13:45 - What Alyse looks for when finding a great company in the Bitcoin space 15:20 - What the board room conversations sound like today 20:21 - Alyse thoughts on Defi and smart contracts on Bitcoin 25:07 - How Lighting will evolve in the coming 5 years 33:11 - How stable coins will evolve moving forward 39:31 - How the lending and borrowing market will progress in the future 50:16 - Her thoughts on El Salvador 53:35 - What advice she would give policymakers in the US *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. Alyse's Twitter account StillMark's Official Website Preston's previous podcast about Discreet Log Contracts (DLCs) Browse through all our episodes (complete with transcript

In today’s episode, Trey Lockerbie welcomes back Bill Nygren and Mike Nicolas from Oakmark Funds, which currently manages over $60B in assets. When Bill and Mike were on the show last time back in April of 2020, we discussed Bank of America. Since then, BOA’s stock price has risen over 100%, so Trey takes the opportunity to discuss how they value the stock today. But, the main point of today's discussion is to take a deep dive into a potentially surprising value pick: Facebook.  IN THIS EPISODE, YOU'LL LEARN: (01:47) How Bank of America is poised for growth over the long term (16:19) How Facebook is an asset-light, money printing machine with some moonshot R&D that is potentially undervalued (42:55) How Oakmark has got comfortable with companies like Facebook, Netflix, and Amazon as “value stocks” (46:13) The growth still ahead for Facebook, and much much more BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the ot

In today’s episode, Trey Lockerbie sits down with Chamath Palihapitiya. Chamath is the founder and CEO of Social Capital, his conglomerate focused on solving climate change and inequality, which he has referred to as Berkshire Hathaway 2.0. Chamath was an early executive at Facebook and then went on to become a super successful Venture Capitalist, with early investments into Amazon, Tesla, Slack, and Bitcoin. He’s also now the Chairman of Virgin Galactic and a part-owner of the Golden State Warriors. Chamath has developed a large internet following because of the broadcasting of his SPAC investments in easy-to-digest one-pagers, earning the title SPAC king in recent headlines. But, he has recently taken a step back from the limelight and Chamath talks about why that is. IN THIS EPISODE, YOU'LL LEARN: (08:33) How Chamath became a billionaire by age 32 (27:49) What he’s learned from Warren Buffett’s approach and how it applies to Social Capital (51:54) His journey to living an authentic life and much much m

IN THIS EPISODE, YOU’LL LEARN: Why Blockchain technology doesn't work for CBDC The difference between Public and Private keys What is XPub? What is multi-sig, and why is it important? Seed Storage Security concerns that people might have overlooked Firmware updates on hardware wallets Why the taproot upgrade is important BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Nick Neuman's Twitter Visit Nick Neuman's company, Casa Jameson Lopps' article on Seed Storage Jameson Lopps' Bitcoin Resource Page 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 becoming a premium member! https://theinvestorspodcas

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits. IN THIS EPISODE, YOU'LL LEARN: 00:01:45 - How we should view the recent performance of gold and silver, as inflation starts to rise 00:07:16 - How uranium is an asymmetric opportunity but comes with a lot of nuances  00:20:44 - How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion 00:58:41 - How America’s golden age is still ahead BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Carbon Credits Website Yellow Cake Website Uranium Royalty Corp Website Marin Katusa’s new book, The Rise of America Katusa Research Website NEW TO THE SHOW? Check out our We Study Billionaires Starter

IN THIS EPISODE, YOU’LL LEARN: Learn why Jack Dorsey is so bullish on Bitcoin What surprised Alex the most in his interview with Jack Jack's thoughts on other crypto tokens Alex's thoughts on the PetroDollar system El Salvador's announcement on Bitcoin being legal tender Sovereign game theory BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Alex Gladstein on Twitter Alex's nonprofit the Human Rights Foundation Alex's article on the PetroDollar Alex interviewing Jack Dorsey in Miami Jack Maller's Strike App 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 becoming a premium member! https://theinves

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss where they see value in the financial markets. They try and shoot holes in each other’s stock picks and help each other as much as possible. IN THIS EPISODE, YOU'LL LEARN: Whether now is the time to invest in gold miners Why Hari is long Splunk Technologies whereas Toby is shorting the same pick What social commerce is and how it will be the new form of shopping Whether Pinduoduo that is trading at 40 times Free Cash Flow is very expensive or very cheap BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mastermind Discussion Q1 2021 Stig and Trey’s discussion of the Berkshire Hathaway Annual Shareholders Meeting 2021 Our interview with Robert Cialdini  Tobias Carlisle’s interview with Adam Mead about Berkshire Hathaway  A video explain

IN THIS EPISODE, YOU’LL LEARN: When will Bitcoin's volatility potentially impact the broader global economy? The current on-chain analytics China Mining update Bitcoin derivatives and how they impacted the sell-off Proof of Work versus Proof of Stake Security tradeoffs Are institutional investors still putting Bitcoin on the balance sheet? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Adam Back on Twitter Adam Back's company Blockstream Plan B on Twitter Plan B's website PlanBTC.com Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: Hardblock AnchorWatch Cape Intuit Shopify Vanta reMarkable Abundant Mines Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorsp

In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former columnist at The Motley Fool and Wall Street Journal, and also the author of the international best-selling book, The Psychology of Money. IN THIS EPISODE, YOU'LL LEARN: How time is the biggest factor in Warren Buffett’s success How Ben Graham wouldn’t read his own book today How success is a lousy teacher How Risk and Luck go hand in hand And how to win in investing requires playing a different game than everyone else  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Morgan Housel’s Blog. The Psychology of Money Book. What Happened in 1971?. 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 port

IN THIS EPISODE, YOU’LL LEARN: What is Fold all about Will Reeves' background in tech How Will built Fold from the ground up How rewards programs work with vendors for discount gift cards How Fold is using the lightning network for processing some payments How Fold and Strike worked interoperably without any permissions How Fold will service all Bitcoin rewards for Visa customers moving forward BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Follow Will Reeves on Twitter Learn more about Fold Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Fundrise 7-Eleven The Bitcoin Way Onramp Public Vanta ReMarkable Connect Invest SimpleMining Miro Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a

In today’s show, Stig and Trey discuss the 2021 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren Buffett and Charlie Munger and explain the implications to stock investors.    IN THIS EPISODE, YOU'LL LEARN: Why Buffett wasn’t greedy when others were fearful during the pandemic  Why Buffett sold Apple stocks, and whether Munger agreed with the decision  What Warren Buffett and Munger think about Modern Monetary Theory What we can learn from Buffett continuing to buy back Berkshire’s stock in the open market  Ask The Investors: What is the Scuttlebutt method? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Our interview with Chris Bloomstran about the Intrinsic value of Berkshire Hathaway Our interview with Lawrence Cunningham about Berkshire Hathaway  Our previous episodes about the Berkshire Hathaway Meetings  NEW TO THE SHOW?

IN THIS EPISODE, YOU’LL LEARN: What Elon Musk's impact will be w/ Bitcoin Bitcoin energy concerns Bitcoin centralization concerns Bitcoin Payment times Stanley Druckenmiller's comments on the dollar losing global reserve status How are corporate boards viewing the Bitcoin volatility How Bitcoin helps fix an inflationary monetary system Ethereum's bull run versus Bitcoin's bull run BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Lyn Alden's article on Inflation Lyn Alden's article on Ethereum Jeff Booth's Booth's book, The Price of Tomorrow 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 becoming a

On today’s episode, Trey Lockerbie sits down with internet entrepreneur Scott Lynn, who most recently founded the company Masterworks, which allows smaller investors to invest in multi-million dollar pieces of art.  IN THIS EPISODE, YOU'LL LEARN: Why you should consider Art as part of your portfolio What are the risks involved, but also, the potential rewards Where to start when examining the art market How you can get started, and much much more BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Masterworks 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,