We Study Billionaires - The Investors Podcast

IN THIS EPISODE, YOU'LL LEARN: What are the primary differences between peer to peer lending/borrowing and centralized lending How is HodlHodl different than solutions being provided on platforms like Ethereum Do lenders even care about what borrowers are doing with the funds? What are some of the risks associated with peer to peer lending/borrowing How does HodlHodl manage regulator constraints What is the significance of keeping 1 of 3 keys when lending & borrowing 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 Max's platform on Twitter Checkout lend.hodlhodl.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.s

 On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.  IN THIS EPISODE, YOU’LL LEARN: Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for  Why commodities are priced to perform well Why there is an opportunity in emerging markets  How to estimate the correct discount rate  Ask The Investors: How should I position myself given the current market conditions? 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 last current market condition episode where Stig pitched Bank of America  Our interview with Annie Duke about resulting.  Stig’s pitch on Spotify Check out our 20 Best Finance Podcasts in 2021 NEW TO THE SHOW? Check out our We Study

IN THIS EPISODE, YOU'LL LEARN: Does China control all the Bitcoin mining? Bitcoin uses so much energy, isn't that an issue? How Bitcoin is increasing productivity by reducing methane flaring How Bitcoin is slowly changing the power grid (for the better) Is it better to invest in Bitcoin mining or just buy Bitcoin How likely is it until we start to see homes equipped with energy efficient tools to mine Bitcoin 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 Marty Bent on twitter Checkout Marty's podcast, Tales of the Crypt Checkout Marty's company Great American Mining Follow Harry Sudock on twitter 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://theinvest

On today’s show, we speak with Mr. Ian Formigle, about the COVID-19 impact and how to identify value in commercial real estate.  Ian has over 24 years of experience in the Real Estate market, while his company has over 400 offerings with over $13 billion in commercial real estate. IN THIS EPISODE, YOU'LL LEARN: How to value commercial real estate How to take advantage of the trends not fully priced into the market  The best 5 cities to invest in  Which habits we have changed and the impact on commercial real estate BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Contact Ian Formigle’s directly on LinkedIn  Ian Formigle’ company, CrowdStreet Ian Formigle’s outlook on 2021 for commercial real estate CrowdStreet’s free Educational Material Ian Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book  Preston and Stig’s previous inte

IN THIS EPISODE, YOU'LL LEARN: What are the basics of how Bitcoin lending works What is over-collateralization What are some of the risks w/ Blockfi How does Blockfi protect against institutional lending that isn't over-collateralized How does Blockfi manage the escrow for depositors What is the future going to bring for Blockfi Does Zac Prince think lending rates will go higher 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 Blockfi Follow Zac Prince on twitter Mark Yusko's firm, Morgan Creek Capital Management Follow Mark Yusko 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 Unchained Vanta Shopify Support our show by becoming a premium member! https://theinvestorspo

In today's episode, Trey Lockerbie interviews Sahil Bloom. Sahil is a Vice-President at a Private Equity Firm, as well as a frequent contributor to CNBC. He also holds a degree in economics, and a master's degree in public policy, both from Stanford University. Sahil is a rising star in finance, who recently blew up on Twitter, going from 500 followers to now over 100,000 followers in about 6 months time, primarily due to his thoughtful stories on business and his simple breakdown of complex topics.  IN THIS EPISODE, YOU'LL LEARN: Mental models used by billionaires like Howards Marks, Elon Musk and Warren Buffett Thinking from First Principles Understanding second and third order effects The power of compounding Developing financial literacy  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. Howard Marks’ Memos: Memos Matthew Ball: Website , Twitter  Ben Thom

IN THIS EPISODE, YOU'LL LEARN: What are some of the most important trends and data Plan B and WIlly Woo are looking at today What are their thoughts on a mature derivatives market having on the price Thoughts on the impact of CBDC Thoughts on the India ban Impact of Tether What is Willy's Go-To chart Willy's pricing model Vs Plan B'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. Plan B's Twitter All of Plan B's writings at www.PlanBTC.com Willy's Twitter Willy's Newsletter 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://theinv

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about 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. It's a fun conversation that shows how they currently think about investing in these extraordinary times.  IN THIS EPISODE, YOU'LL LEARN: Whether equities can be a temporary placeholder for cash How to invest long/short in value stocks  Which return can you expect if you invest in Brookfield Asset Management?  Why ARK Fintech Innovation is still a buy despite a more year return above 100% 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 Q4 2020. Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow. Our interview with Cathie Wood.

IN THIS EPISODE, YOU'LL LEARN: How typical financial managers deal with clients interested in Bitcoin Regulatory Limitations for most fund managers Bitcoin ETFs What's the right portfolio size What's Andy's biggest FUD buster BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Andy's book, Why Buy Bitcoin Andy's Twitter Andy's Bio at SwanBitcoin.com 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://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a p

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars. IN THIS EPISODE, YOU'LL LEARN: How innovation is often not priced into the market How Wrights Law can help determine future returns The 5 main areas of disruption that ARK is focused on 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. Ark-Invest ETFs: Ark Invest Wright’s Law: Wright’s Law Stig: Twitter | LinkedIn Trey: Twitter | LinkedIn 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

IN THIS EPISODE, YOU'LL LEARN: The history of Florentine Mint and how it changed European banking A background on double entry book keeping Counterparty risk and how it impacts markets The importance of Disciplinary Constraint in banking Thoughts on the Velocity of Money Thoughts on the governments' ability to shut down Bitcoin What would make Nik change his mind about Bitcoin Nik's thoughts on Bitcoin regulation What would a yield curve look like with Bitcoin Thoughts on the new administration Nik'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. Nik Bhatia's new book, Layered Money Nik's Twitter 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 premiu

On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic that we have never seen before. Niels has been part of the hedge fund industry for more than 25 years. Throughout that period of time, he's implemented a trend-following approach to investing.  IN THIS EPISODE, YOU'LL LEARN: Why trend following has a place in any diversified portfolio?  How rule-based strategies work in a market when you don’t have historical data  If trend following can give you returns not affected by the low-interest-rate environment  How to best measure risk and return 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 Niels Kaastrup-Larsen about Trend Following Niels Kaastrup-Larsen’s f

IN THIS EPISODE, YOU'LL LEARN: How are Bitcoin updates generated between developers How are Bitcoin updates released once complete How are new versions tested and agreed to What happens if updates aren't used by full node operators Why full node operators are important versus why miners are important 51% attacks Quantum computing and it's potential threat to Bitcoin Other engineering threats to Bitcoin Jimmy's thoughts on interesting software initiatives 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. Jimmy Song's new Book, Thank God For Bitcoin Jimmy's Book, Programming Bitcoin Jimmy's Podcast, OffChain 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! ht

In today’s episode, we sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results. Tom has been producing investment returns in the high teens for Markel Corp for over 30 years and was kind enough to give us incredible insight into his investment strategies and philosophies.  IN THIS EPISODE, YOU'LL LEARN: Why investing is sometimes more “art” than science How a practical approach can lead to unprecedented returns How a frugal life leads to fulfillment Tom’s thoughts on index funds 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. Markel Corporation: Meet Markel Markel: Shareholder Letters Stig: Twitter | LinkedIn Trey: Twitter | LinkedIn NEW TO THE SHOW? Check out our We Study Billionaires Starter P

IN THIS EPISODE, YOU'LL LEARN: About the current state of commercial Real Estate The impact mid and small cap businesses are having on the real economy Thoughts on UBi in 2021 versus more QE Stable coins and using blockchains for bank clearing Tether concerns Lyn's thoughts on Ethereum Signals for another liquidity crunch S2F and a final 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. Lyn Alden's Investment Strategy company Lyn Alden's twitter Luke's books on Amazon Luke Gromen's twitter Luke's research company, The Forrest For The Trees 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 bec

On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings. IN THIS EPISODE, YOU'LL LEARN: Why money supply expansion is not equal to inflation  Understanding the new rules of bond investing in today’s inflation and interest rate environment  How to protect your portfolio against inflation Whether there is a rational argument for stocks to be trading at 50 times earnings 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 Cullen Roche about equities and COVID-19 impact Preston and Stig’s interview with Cullen Roche about contrarian investing Cullen Roche’s website, Pragmatic Capitalism Cullen Roche’s comprehensive resource,  Understanding Money Ray Dalio’s “Ask me Anything” on Reddit Preston: Twitter | LinkedIn St

IN THIS EPISODE, YOU'LL LEARN: Why is a second Layer Bitcoin Network needed What are the basics of the Bitcoin Lightning Network What is Bitcoin the network versus Bitcoin the store of value How the Bitcoin network is drastically reducing the cost of clearing payments Jack Mallers thoughts on inflation & Bitcoin payment opportunities Jack's Strike app and NFL superstar Russell Okung BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Jack's company, Strike Jack's news with Russell Okung 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://theinvestorspodcastn

In today’s episode, we sit down with author and George Washington University Professor of Law, Lawrence Cunningham. Most known for his wildly successful publication of Warren Buffett’s Essays, Lawrence is the most prolific researcher and author of Buffett and Berkshire, having written over two dozen books on the topic.  This was a very fun and wide-ranging discussion, so sit back and enjoy our discussion with Lawrence Cunningham.  IN THIS EPISODE, YOU'LL LEARN: What separates Warren Buffett from the average investor How to identify a quality investment How to distinguish good management from bad What may happen to Berkshire beyond Buffett Is Berkshire currently undervalued? Are investing mistakes come from picking the wrong business than paying too much for a great business? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Lawrence Cunningham’s signature book: The Essays of Warren Bu

IN THIS EPISODE, YOU'LL LEARN: How Brent views the macro landscape Brents opinions on different "pools" of money in the greater economy Why scare assets are going to continue to dominate the investing landscape How to think about position size Brent's risks for Bitcoin How much Bitcoin should be in your portfolio BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Brent Johnson's twitter Brent's investment firm Santiago Capital 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 becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium mem

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They talk about different value investing concepts that all investors should know. IN THIS EPISODE, YOU'LL LEARN: How to know what you don’t know How to make and lose money in market cycles How to have the right amount of risk in your portfolio Which investment advice you should give to your younger self Why far more investing mistakes come from picking the wrong business than paying too much for a great business 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 Acquirers Fund Tobias Carlisle’s book, The Acquirer’s Multiple – read reviews of this book Tobias Carlisle’s Acquirer’s Multiple stock screene