We Study Billionaires - The Investors Podcast

On today’s show we talk about billionaire Jim Simons and how he achieved a 66% annual return since 1988. We have Best Selling author and Wall Street Journal reporter, Gregory Zuckerman, on the show. IN THIS EPISODE YOU’LL LEARN: How Jim Simons’ fund has performed 66% annually since 1988. How to make money when you’re only right 51% of the time. Why there are fewer inefficiencies in the market than value investors think. Ask The Investors: What is the difference between index funds and ETFs and what is the better investment?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Gregory Zuckerman’s book, The Man who Solved the Markets – Read reviews of this book. Tweet to Gregory Zuckerman. Email Gregory Zuckerman. Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspodcast.com. Join the Mastermind Group and the TIP Community for the Berkshi

On today’s show we talk to X-Prize Founder and Chairman, Peter Diamandis. He is accompanied by Best Selling author, Steven Kotler, and they talk about the technology boom that's going to happen in the next ten years.  IN THIS EPISODE YOU’LL LEARN: Which major industries will be disrupted most over the next 10 years and how. Why we have an abundance problem rather than a scarcity problem. Why 89% of all genetic diseases can be cured permanently very soon. How long will it take before AI is much better at writing novels better than humans, and how AI can already make short films. Why iPhones soon will just be a pair of glasses with many more features. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Peter and Steven’s book, The Future is Faster thank you think – Read reviews of this book. David Sinclair’s book, Lifespan - Read reviews of this book . Shawn Flynn’s interview with NASA

On today’s show we talk to valuation expert Dan Ferris about determining the value of a company in the mineral industry.  IN THIS EPISODE YOU’LL LEARN: Why it’s so difficult to invest in mining stocks How to build a relationship with the management with a small-cap company, why it might not be advantageous. How to understand the market for mining royalties How to estimate the intrinsic value of Altius Minerals Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Dan Ferris’ podcast, Investor Hour Dan Ferris’ research and newsletter  Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting  NEW TO THE SHOW? Check out our We Study

On today’s show we talk to NBA owner & NYT Best Selling Author, Jesse Itzler. IN THIS EPISODE YOU’LL LEARN: Why Jesse Itzler is still doing hard things when he doesn’t need to? Why you need to “Say it to grow rich” What surprised Jesse Itzler the most from owning a professional sports team Why Jesse has hired a personal coach to learn names  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 Jesse Itzler about living with a Navy Seal for 31 days Jesse's book, Living w/ A SEAL Jesse's Website Millennial Investing interview with Jesse Itzler Silicon Valley interview with Rotten Tomatoes founder, Patrick Lee Check out our new show by The Investor’s Podcast Network, Silicon Valley Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com Join the Mastermind Group and the TIP Community for the Berks

On today’s show we talk to Jack Vogel about Factor Based Investing. IN THIS EPISODE YOU’LL LEARN: What is factor investing? Which factors have historically performed best? Which factors perform best in bear markets? Should you invest in one or multiple factors at the same time? Ask The Investors: What is the Relative Strength Indicator, and how do I use it?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tweet directly to Jack Vogel Jack Vogel’s website, Alpha Architect Jack Vogel’s tool and articles about factor investing. Andrew Berkin’s book, A complete guide to factor-based investing – Read Reviews of this book  Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting NEW TO THE SHOW? Check out our We Study Billio

IN THIS EPISODE YOU’LL LEARN: What is over the counter stocks and how to invest in them What a dark stock is, and why they are mispriced Why you should look for companies trading at a negative enterprise value How can to build a position in companies with a market cap with less than $50M Why David Flood is using Google Satellites photos in his stock research Ask The Investors: Is passive investing a new bubble, and if it is how can you protect yourself?   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 Mastermind group discussion with David Flood David Flood’s Blog, Elementary Value The Investor’s Podcast Network forum, where David Flood is an administrator Tweet directly to David Flood David Flood’s free intrinsic value analyses on The Investor’s Podcast Network Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspo

On today’s show, we talk to Sean Stockton about the intrinsic value of First Republic Bank (FRC) IN THIS EPISODE YOU’LL LEARN: What is the intrinsic value of First Republic Bank Why First Republic Bank can be seen as a retail business with a superior franchise How to value banks, and the importance of price to tangible book value Which key ratios to use to evaluate performance and debt levels of banks Ask The Investors: How to pick stocks when you have a full-time job BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Sean Stannard-Stockton’s company, Emsemble Capital Ensemble Capital’s educational blog Check out Millennial Investing by The Investor’s Podcast Network Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting NE

On today’s show we talk to David Stein about his new book and how to construct the optimal portfolio.   IN THIS EPISODE YOU’LL LEARN: How to construct the optimal portfolio How to determine the expected return, upside, and downside of an asset class If you should ever be 100% invested in stocks? Why you should consider owning more than a dozen asset classes. Ask The Investors: How should I rebalance my 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. David Stein’s book, Money For the Rest of Us – Read reviews of this book David Stein’s Podcast, Money for the Rest of Us Sign up to the TIP live event in Los Angeles with Stig and David by emailing stig@theinvestorspodcast.com Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting  NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all

On today’s show we talk to Mark Yusko about the endowment model of investing and his years of peak performance in the markets.  IN THIS EPISODE YOU’LL LEARN: How to invest link an endowment Why innovation in an asset class. Why portfolio construction is the most overlooked activity while security selection is the most overvalued activity Why asset allocation drives returns more than security selection Ask The Investors: Am I too old to start value investing?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tweet directly to Mark Yusko Mark Yusko’s company Morgan Creek Funds Robert Kiyosaki’s book, Rich Dad Poor Dad – Read reviews of this book Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) he

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE Why now is the time to short Vonage Holdings Corp? Why activist Elliot Management is taking a position in AT&T Why Stamps.com might still be undervalued after the stock just soared 60% If Reliance Industries Limited is the Alibaba of India Ask The Investors: How do I read the earnings statement for Berkshire Hathaway?   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 free resource, The Intrinsic Value Index Subscribe to Preston and Stig's free Intrinsic Value Assessments Read Tobias Carlisle's prospectus for his ETF: ZIG Tobias Carlisle's new Podcast, The Acquirers Podcast Hari's Blog: BitsBusiness Stig and Tobias Carlisle’s episode on value investing

On today’s show we talk to Commercial Real Estate expert, Ian Formigle. IN THIS EPISODE YOU’LL LEARN: How to turn commercial real estate into passive income Why all stock investors should consider including commercial real estate in their portfolio What are the major risk factors of investing in commercial real estate? What are the value drivers behind commercial real estate, and how is it different than single-family residence? How commercial real estate investors take advantage of imperfect information? 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’ company, CrowdStreet Ian Formigle’s article on Forbes about value drivers of Commercial Real Estate CrowdStreet’s free Educational Material Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate Preston and Stig’s previous interview with Ian Formigle about Opportunity Zones NEW TO T

On today’s show we talk to macro economist Luke Gromen about the current issues being seen in the REPO market.  IN THIS EPISODE YOU’LL LEARN: What is the REPO rate and why it’s important for you. How the regulations from the 2008 financial crisis have changed the markets today How to position yourself in today’s volatile financial markets Why the stock market will soar and not the opposite if we experience more QE 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’s book, Mr. X interviews – Read reviews of this book Luke Gromen’s website, The Forrest for the Trees  Luke's Gromen's Twitter Account 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 Serv

On today’s show we talk about investing in Gold with the CEO of APMEX, Ken Lewis. APMEX is the largest precious metals retailer in North America. IN THIS EPISODE YOU’LL LEARN: Understanding the drivers behind gold How to combine blockchain security and gold purchase Why there are different types of gold and what is ideal for you The current market conditions for the gold 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. Ken Lewis’ company, APMEX Ken Lewis’ company, OneGold The free site Ken Lewis use for his gold research Goldhub.com The Investor’s Podcast’s new show Silicon Valley hosted by Shawn Flynn  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

On today's show, we talk to Bitcoin statistics expert, Plan B. Plan B is an anonymous member of the Bitcoin community and he has a quant background with a multi-billion dollar international hedge fund.  IN THIS EPISODE YOU’LL LEARN: How to value Bitcoin based on the stock to flow ratio What the Bakkt exchange is and why it will change the landscape of Bitcoin Why it’s important to understand Sharpe’s ratio when you invest in Bitcoin How investors should think about educating themselves about Bitcoin Ask The Investors: Should I invest in China?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tweet directly to Plan B Plan B's white paper: Modeling Bitcoin's Value w/ Scarcity The highest ranked Bitcoin Authorities Stephen Livera’s Podcast  Satoshi Nakamoto’s white paper, Bitcoin: A Peer-to-Peer Electronic Cash System NEW TO THE SHOW? Check out our We Study Billionaires Star

On today's show, we talk to leading Bitcoin expert, Dr. Saifedean Ammous about how Bitcoin works and what problems it attempts to solve. Dr. Ammous is the author of the Bitcoin Standard.   IN THIS EPISODE YOU’LL LEARN: Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth Why the adoption of a deflationary currency like Bitcoin will encourage people to think long term and invest more Why the clearance mechanisms of central banks will ensure the fiat currency system’s survival Why profitable bitcoin mining in the future won’t be using fossil fuels Why Altcoins can’t compete with Bitcoin regardless of any current or future technical properties BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tweet directly to Saifedean Saifedean Ammous’ educational website NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs.

On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.   IN THIS EPISODE YOU’LL LEARN: If now is a good time to short Netflix How to value Netflix Why value investing has been underperforming for a long period of time Why the price to book is not a good indicator for outperformance 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, Acquirers Fund Tobias Carlisle's new podcast, The Acquirers Podcast Tobias Carlisle's book, The Acquirer's Multiple - read review of this book Tweet directly to Tobias Carlisle Preston and Stig’s episode with Bill Nygren about Netflix Kenneth French’s, Data Library Visit the home page of our new podcast, Millennial Investing NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete wi

On today's show, we talk to Eric Cinnamond about determining the value of three small CAP companies. IN THIS EPISODE YOU’LL LEARN: How to assess the intrinsic value of Natural Gas Services ($NGS) How to assess the intrinsic value of Gencore Industries ($GENC) How to assess the intrinsic value of Crimson Wine Group ($CWGL) How to value a company based on high asset value How to identify that you are at the trough of the cycle Ask The Investors: How should I determine position sizes in my 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. Eric Cinnamond’s Investment Company, Palm Valley Capital Eric Cinnamond’s blog, Absolute Return Investing The Stock Correlation tool Preston Discussed on the show. 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 winner

On today's show, we talk to Raoul Pal who's the founder of the global financial media company, Real Vision.   IN THIS EPISODE YOU’LL LEARN: Why Quantitative Easing is very likely in the fourth quarter of 2019 The full picture of the global debt situation How Central Banks are all connected The outlook for Bitcoin and Gold BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Here's the link to the video Raoul talked about on the show Raoul Pal’s website, Real Vision TV with free videos 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, We Study Markets. Learn how to

On today's show, we talk to investing expert, Bill Nygren, about companies like Google, Mastercard, and Netflix. IN THIS EPISODE YOU’LL LEARN: How to value Alphabet Inc. and why it’s undervalued Why Mastercard and Netflix might be good investments Why P/E is not a good indicator when comparing valuation and competitive advantage How to identify a shareholder friendly management Ask The Investors: What should students know about investing? 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 Nygren’s 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, We S

On today's show, we talk to investing expert, Jesse Felder, about the intrinsic value of Bed Bath and Beyond. IN THIS EPISODE YOU’LL LEARN: How to asses the intrinsic value of Bed Bath & Beyond Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor  How to make money in a commoditized business with no moat Why Bed Bath & Beyond could be taken private Ask The Investors: How do you factor in macro indicators when valuing 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. Jesse Felder's popular podcast, Superinvestors Jesse Felder's Blog, The Felder Report Insider Trading Resource mentioned by Jesse Stig's pitch of Bed Bath and Beyond during Q2, 2017 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 mana