We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU’LL LEARN: Why Joe Kelly founded Unchained Capital Management Why are people willing to borrow at such high interest rates when traditional borrow has such low interest rates What direction do they see interest rates going in the coming year When will people be able to make deposits and earn interest while still controlling 1 of 3 private keys Where do they see the space in 5 years Parker's thoughts on the lightning network 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 Unchained Capital Management Read some of Parker Lewis's incredible articles on Bitcoin Follow Parker Lewis on twitter Follow Joe Kelly on twitter Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Human Rights Foundation Onramp Superhero Leadership Unc

In 2020, there were six companies that made up 25% of the S&P 500 and you know which ones they are: Facebook, Amazon, Apple, Netflix, Google, and Microsoft. The common denominator driving the growth for all of these companies is Artificial Intelligence. Google’s CEO, Sundar Pichai has described the development of AI as “more profound than fire or electricity,” but it is still very misunderstood. Everyone has a sci-fi image that appears in their head when they hear about AI, but what actually is it? Where did it come from? How fast is it growing? To answer these questions, Trey Lockerbie sits down with New York Times writer and author Cade Metz, to discuss his new book, Genius Makers, which lays out the story of how AI came to be. IN THIS EPISODE, YOU'LL LEARN: Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. The history of AI How it works and why it is used The challenges for AI ahead Some ethical dilemmas s

IN THIS EPISODE, YOU’LL LEARN: Adam and Plan B's opinions on the current market conditions What Adam and Plan B believe is causing the massive contango trade What Adam and Plan B think the implications of the contango trade could mean for Bitcoin moving forward Where they think we are currently at in the market cycle Thoughts on Bitcoin Fungibility Bitcoin Hashrate drop Lightning adoption Why do you think Satoshi picked every 4 years for a halving cycle BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Plan B's Bitcoin articles Adam Back's Bitcoin company Blockstream Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp Support our show by becoming a premium member! https://theinvestorspodcas

On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how retail investors can clone it. IN THIS EPISODE, YOU'LL LEARN: Why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994 Why the Spawning framework is, and why it’s better than buying back shares Where Mohnish would like to add to his circle of competence with no time cost Why watching paint dry is the core of being a great investor 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 Mohnish Pabrai’s Dakshana Foundation Mohnish Pabrai’s website Peter Kaufman’s book, Poor Charlie’s Almanack  Our interviews with Mohnish Pabrai about value investing and philanthropy  Our interviews with Mohnish Pabrai about value investing Guy Spier’s thoughts on Seritage Growth Properties Our in

IN THIS EPISODE, YOU'LL LEARN: Alex got started in Bitcoin many years ago How the Human Rights Foundation (HRF) thinks Bitcoin can help Bitcoin, hashing, and China What are the biggest barriers to entry for people in less fortunate areas Bitcoin in Venezuela, Turkey and other areas that have high levels of debasement Lightning network versus on chain Bitcoin Alex's thoughts on privacy compared to other tokens Banning Bitcoin and the impact for the countries that have tried 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's Twitter The Human Rights Foundation Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp Support our show by becoming a premium member! https://theinvestorspodcastnet

On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks. IN THIS EPISODE, YOU'LL LEARN: How to value a company’s equity portfolio  4 methods to estimate the intrinsic value of Berkshire Hathaway  Why Berkshire Hathaway, contrary to popular belief, doesn’t have a lot of cash on its balance sheet How to size your position based on your valuation and expected performance   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 Chris Bloomstran’s website  Read Chris Bloomstran’s letters to his clients Tobias Carlisle’s interview with Chris Bloomstran Buffett resource on CNBC  NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our epis

IN THIS EPISODE, YOU'LL LEARN: How did Dr. Back discover Proof of Work (PoW)? Is Proof of Work a vital component of Bitcoin's price floor Blockstreams new initiative into mining Blockstreams new issuance of a debt note that pays Bitcoin coupons Using digital tokens on liquid for registry purposes for the note How mining can reduce volatility while still capturing significant upside Dr. Back's thoughts on the Bitcoin contango trade. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Dr. Adam Back on Twitter Blockstream's website Learn more about Blockstream's Mining Unit Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch Human Rights Foundation Unchained Vanta Shopify Onramp Support our show by becoming a premium member! https://theinvestorspodca

On today’s show, Stig talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become rich but how to improve the way we think, reach decisions, assess risk, build resilience, and turn uncertainty to our advantage. The best investors are master game players who consciously maximize their odds of long-term success in markets and life while also minimizing any risk of catastrophe. IN THIS EPISODE, YOU'LL LEARN: How to invest like the best investors in the world Why you should invest like Tom Gaynor if you aren’t as smart as Warren Buffett Deep personal insights into John Templeton’s unique personality   What we can all learn from Bill Miller’s investing and life crisis during the great financial recession in 2008-2009 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 Green’s book, Richer, Wiser, Happier – re

IN THIS EPISODE, YOU'LL LEARN: What were some early lessons that Greg learned that shaped the way he sees the investing world How does he think about the long-term debt cycle How can Bitcoin potentially impact the fixed income market How can convertible bonds become a catalyst for further Bitcoin adoption What are his thoughts on the contango trade His thoughts on the current sell-off in bonds and what it means for yield curve control How to think about sovereign default swaps and how it can be used as a model for valuing Bitcoin How governments will start to view Bitcoin if the trend continues 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 article: Valuing Bitcoin w/ Credit Default Swaps Greg Foss Twitter Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks

On today’s episode, Trey sits down with Alex Lieberman, the co-founder and CEO of the wildly popular email newsletter company, Morning Brew. Alex comes from a family with a career history in finance, but set out on his own to pursue Morning Brew, and recently sold it to Business Insider for $75 million dollars. If you want to invest like Warren Buffett, you have to become a student of business, and you do that by diving deep into successful companies to see what their secret sauce is. That’s what today’s episode with Alex is about. IN THIS EPISODE, YOU'LL LEARN: Best practices used by Morning Brew to grow to 2.7M subscribers, which can be applied to nearly any business How to develop a unique brand voice with pricing power How to find the right co-founders and investors How self improvement equals business improvement 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 Newsle

IN THIS EPISODE, YOU'LL LEARN: What is a quantum computer and why is it important for the future How does quantum computer threaten encryption What is a Bloch Sphere and why is it important Why is quantum so good at solving specific problems What is the potential timeline for Quantum to achieve the processing required to pose a threat to Bitcoin What other application are there for Quantum computers beyond cracking encryption The differences between cracking elliptical curve key generation versus 2048 bit RSA. What are the energy impacts of quantum computing BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. What is a Bloch Sphere Andrew Fursman's Company 1Qbit Andrew Fursman's bio An interesting paper that addresses Bitcoin and the impact of quantum computing Browse through all our episodes (complete with transcripts) here. SPONSORS Support our free podcast by supporting our

In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion dollar alternative investment firm.  IN THIS EPISODE, YOU'LL LEARN: The playbook for Chief Investment Officers of hedge funds or institutions Where retail investors can have an edge When to and when not to invest in a hedge fund  Deeper dive into Ted's infamous bet with Warren Buffett What Ted has learned from his relationship with Warren over the years BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Capital Allocators Podcast Capital Allocators Book Listen to our previous interview with Ted Seides NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (c

IN THIS EPISODE, YOU'LL LEARN: What is Bitcoin's second layer? Where does lightning labs fit into the second layer What is Lightning pool? How is liquidity managed on the second layer Why does a person have an incentive to run a node Why open channel with other nodes What are the nodes that will benefit the post from opening many channels What are the incentives for people to use lightning What will things like Sphinx chat enable in the future 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 Ryan Gentry on Twitter Follow Lightning Labs on Twitter The lightning labs website Sphinx Chat Run an umbrel full node 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! http

In today’s episode, Trey sits down with billionaire, Jim Mellon. They discuss Jim's new book, “Moo’s Law". The book is about the future of food and how we, as investors, can profit. CNBC has referred to Jim as “Britain’s answer to Warren Buffett” and he brings a wealth of knowledge to this very wide-ranging discussion. IN THIS EPISODE, YOU'LL LEARN: Jim Mellon’s framework for the current market conditions The future of food Human longevity The revolution occurring in sustainable energy BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mosa Meat: Website Biotech anti-aging company: Juvenescence  Cell-cultured sea food company: BlueNalu  Jim’s new book, Moo’s Law  Jim’s other books 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 portfol

IN THIS EPISODE, YOU'LL LEARN: What is a Discrete Log Contract (DLC) How is this different than other smart contract platforms like Root Stock (RSK) What does this mean long term How does this apply to the Lightning Network What does this mean for Ethereum and Binance Smart Chain (BSC) How do Oracles work with DLCs BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Pierre Rochard's Twitter Ben Carman's Twitter An article talking more about DLCs Examples of DLCs that are being tested on the Bitcoin blockchain 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://theinvestorsp

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.  IN THIS EPISODE, YOU'LL LEARN: How and why Cathie Wood and ARK ETFs are moving the stock market  How to utilize 13 forms in your investment strategy  How exposed should you be to equities in the current market conditions?  Is the Schiller P/E valid as a measure of market valuation?  Why it’s too simplistic to say that low-interest rates are good for stocks  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias Carlisle’s podcast, The Acquirer's Podcast Tobias Carlisle’s Acquirer's Fund Tobias Carlisle’s book, The Acquirer's Multiple –

IN THIS EPISODE, YOU'LL LEARN: Charles' thoughts on how to value Bitcoin What are hash ribbons What are some Macro factors he's paying attention to What is the contango trade Bitcoin's price floor and how it relates to energy costs Top 3 investing lessons Bitcoin Tail Risks BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Bitcoin's production cost article by Charles Edwards What are Hash Ribbons & Bitcoin by Charles Edwards Charles Edwards fund at Capriole.io Charles Edwards on Twitter 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://theinvestorspo

In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to start his own fund, Tourbillon Capital, which at its peak managed over $4 Billion in AUM. Along the way, he helped his family start a successful company called Hu, most known for its chocolate bars, which was recently sold to Mondelez. For his next act, he has now founded HumanCo, which focuses on providing permanent capital to health and wellness brands, as well the launch of a recent SPAC or Special Purpose Acquisition Company. IN THIS EPISODE, YOU'LL LEARN: The view from the mountain top Opportunities in health and wellness What is a SPAC and why they are so popular at the moment BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other

IN THIS EPISODE, YOU'LL LEARN: Dan's Thoughts on the Overall Macro Landscape Bitcoin's potential Super-cycle Kraken exchange data and Bank Charter Comparing Yield opportunities in lending and Lighting Pool His opinion on non-financial use cases for blockchains Where we are at in the technology adoption curve Bitcoin's security model once the block reward diminishes 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 Dan Held on Twitter Checkout Dan Held's Articles and website Checkout Dan Held's Youtube channel 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://the

Trey Lockerbie is joined by legendary investor, Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced spectacular returns for over 3 decades.  He is also the author of investing classics like The Little Book that Beats the Market, and You Can Be a Stock Market Genius. On top of that, he is a professor at Columbia University, where he teaches value investing to MBA students. IN THIS EPISODE, YOU'LL LEARN: Joel Greenblatt’s investing philosophy The case for diversification as well as The case for a concentrated portfolio How Joel thinks through position sizing 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. Gotham Funds: Funds The Little Book That Beats the Market: Amazon You Can Be a Stock Market Genius: Amazon The Big Secret: Amazon Common Sense: Amazon The Value Investors Club: Website The Magic Formula: Webs