We Study Billionaires - The Investors Podcast

Sinopse

First, we like to have fun. Second, we read and talk about the books that have influenced billionaires the most. We typically talk about Warren Buffett, Charlie Munger, Ray Dalio, Stanley Druckenmiller, George Soros, and other financial billionaires.

Episódios

  • TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast)

    TIP322: Raoul Pal - Macro Overview for 4th Q 2020 (Business Podcast)

    08/11/2020 Duração: 01h01min

    In this episode, you'll learn:Are we in an inflationary or deflationary environment?Why interest rates will turn negative in the USWhy bitcoin is consuming all other asset classesHow and why hedge funds, large corporations, and endowments will soon enter the bitcoin spaceAsk The Investors: “Modern Monetary Theory” – is it valid?  BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s interview with Raoul Pal about Macro ConcernsPreston and Stig’s interview with Raoul Pal about Macro InvestingPreston and Stig’s interview with Raoul Pal about Macro Economics and Global RisksListen to the Real Vision PodcastConnect with Raoul Pal on TwitterRaoul Pal's website, Real Vision TV with free videosGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonu

  • TIP321: Investing  The Brain w/ John Gald (Business Podcast)

    TIP321: Investing & The Brain w/ John Gald (Business Podcast)

    01/11/2020 Duração: 01h01min

    In this episode, you'll learn:How we process information subconsciously and how we can take advantage of it How reflexivity functions between the conscious and subconscious mind.How the brain tricks us into making investing mistakes How the best investors use the biases of other investors to achieve superior stock returnsBOOKS AND RESOURCES MENTIONED IN THIS EPISODEAntonio Damasio's book,  Self Comes to Mind – Read reviews of this bookNorman Doidge's book, The Brain that Changes Itself – Read reviews of this book Stanislas Dehaene's book, Consciousness and the BrainTwitter profile: John GaldGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter. BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can ear

  • TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)

    TIP320: Negotiations w/ Former FBI Agent Chris Voss (Business Podcast)

    25/10/2020 Duração: 41min

    In this episode, you'll learn:Why you would like your counterpart to say “No” and not “Yes” when you negotiate with themWhy you need agreement from your counterparty three times to close a business dealHow to use loss aversion to your advantage in negotiations How to use the Ackerman model in negotiations Ask the Investors: Should I include short positions in my all-weather portfolio? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEChris Voss’ book, Never Split the difference – Read reviews of this bookTweet directly to Chris VossChris Voss’ company, Black Swan GroupGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. BlockFi provides financial products for crypto investors. Products include high-yield interest accounts, USD loans, and no fee trading. For a limited time, you can earn a bonus of $25 when you open a new account. Just go to theinvestorspodcast.com/blockfi to start earning today.Capital One. This is Bankin

  • TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

    TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)

    18/10/2020 Duração: 59min

    In this episode, you'll learn:What is the intrinsic value of Charles SchwabThe importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIMHow to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When do you understand an asset well enough to invest in it? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEArif Karim’s company, Ensemble CapitalEnsemble Capital’s educational blogEnsemble Capital’s TwitterSubscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Make hiring efficient and effective. Get a quality candidate within the first day with ZipRecruiter. BlockFi provides financial products for crypto investors. Products i

  • TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

    TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

    11/10/2020 Duração: 01h01min

    In this episode, you'll learn:·      The relationship between the velocity of money and liquidty ·      Why we’re not living in a time of uncertainties, but never lived with more certainty ·      Why Ray Dalio’s idea of predicting cycles is not valid ·      Why passive investing has Ponzi scheme traits when the money stops flowing in·      Why Paul Volker was a terrible FED chair·      Ask The Investors: Is insider trading important when investing in stock?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s podcast episode on Common Stocks and Uncommon ProfitsPreston and Stig’s podcast episode on Margin of SafetyPreston and Stig’s podcast episode on Stock Market WizardsAlan Blinder’s book, The Anatomy of Double-Digit Inflation in the 1970sMike Green’s company, Logica FundsConnect with&n

  • TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)

    TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)

    04/10/2020 Duração: 49min

    In this episode, you'll learn:What is the intrinsic value of Fairfax Financial Holdings?What is the intrinsic value of Fairfax Africa?How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s interview with Jake Taylor about The Intrinsic Value of Berkshire HathwayThe Investor Podcast Network’s interview with Jake Taylor on, The Rebel AllocatorJake Taylor’s book, The Rebel Allocator – Read reviews of this bookJake Taylor’s letters to his clients. Tweet directly to Jake Taylor. Email Jake Taylor at: fivegoodquestions @ gmail.comCheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   Subscribe to our newsletters about

  • TIP316: Current Market Conditions w/ Preston  Stig (Business Podcast)

    TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)

    27/09/2020 Duração: 47min

    In this episode, you'll learn:Why Warren Buffett is buying Bank of AmericaWhich stocks Warren Buffett is selling right nowWhy Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditionsAsk The Investors: What is the optimal asset allocation right now? BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   Subscribe to our newsletters about the current market conditionsPreston and Stig’s interview with Bill Nygren about Bank of AmericaPreston and Stig’s latest discussion about the Current Market ConditionsRich Shaner’s analysis of international stock marketsGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Make h

  • TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)

    TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)

    20/09/2020 Duração: 45min

    In this episode, you'll learn:Why the performance of gold miners are lagging the performance of the price of goldHow to invest in gold minersThe details of Warren Buffett’s investment in goldWhy the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at nightBOOKS AND RESOURCES MENTIONED IN THIS EPISODEMarin Katusa’s special offer for the listeners of The Investor’s PodcastMarin Katusa’s free research on his website, Katusa Research  Tweet directly to Marin Katusa: @MarinKatusaEnjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Capital One. This is Banking Reimagined. What’s in your wallet?Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with

  • TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel,  Sam Zell on the Current Economy (Business Podcast)

    TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)

    13/09/2020 Duração: 46min

    In this episode, you'll learn:Where Ray Dalio predicts money to flow after COVID-19 is overHow Peter Thiel thinks about how technology is changing education from the outside inHow Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors.Eric Schmidt's thoughts about big tech monopolies and the dominance of the App storesAsk The Investors: What is the Modern Portfolio Theory and should I use it?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s review of Ray Dalio’s book, PrinciplesPreston and Stig’s review of Ray Dalio’s book, Big Debt CrisesPreston and Stig’s review of Peter Theil’s book, From Zero to One. Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Train your nervous system to be more resilient to stress with Apollo Neuro. Get 15% off your purchase today.Make hiring efficient and effective. Get a quality candidate within the first day with 

  • TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)

    TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)

    06/09/2020 Duração: 58min

    In this episode, you'll learn:How the low yield has changed the investment thesis for growth and value investorsWhat is the optimal investing strategy dependent on your view on the COVID-19 vaccineWhat the dollar index is indicating for investors right now The difference and similarities of the US and European economiesWhether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currencyAsk The Investors: Will bond investors rush into stocks given the low interest rate? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEVisit Edward Harrison’s blog and newsletter, Credit write down. Watch Edward Harrison on Real Vision TV and listen to his podcastTweet directly to Edward HarrisonEnjoy better health and peak performance with Athletic Greens, your all-in-one daily drink. Get the FREE D3/K2 wellness bundle with your first purchase!Get a FREE book on how to systematically identify and follow market trends with Top Tra

  • TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)

    TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)

    30/08/2020 Duração: 01h06min

    In this episode, you'll learn:How to identify high-quality businesses and their moatHow to make growth assumptions for your stock picksWhy the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises in the stock market?  Ask The Investors: Should I borrow money and buy a real asset if I think we will see massive inflation?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s interview with John Huber about the intrinsic value of FacebookJohn Huber’s company, Saber Capital John Huber’s value investing blogPreston and Stig’s free value investing forumJeremy Siegel’s, Stock for the long run – Read reviews of this bookGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Invest in the very same paintings as millionaires and billionaires, at a fraction of the c

  • TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen,  Jeff Booth (Business Podcast)

    TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)

    23/08/2020 Duração: 01h33min

    In this episode, you'll learn:Whether we will see a return of the liquidity crisis in the USDWhether we have another currency that can replace the USD as the global reserve currencyWhether the world will continue to exponentially expand the global aggregated monetary baselineWhy some companies are putting bitcoin on their balance sheetAsk the Investors: Can the national debt be inflated away? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s interview with Luke Gromen and Grant Williams about global macroPreston and Stig’s interview with Lyn Alden about global macroContact Lyn Alden on TwitterLyn Alden’s websiteJeff Booth’s book, The Price of Tomorrow – Read reviews of this book  Tweet directly to Jeff BoothLuke Gromen’s book, Mr. X interviews – Read reviews of this bookLuke Gromen’s website, The Forrest for the TreesTweet directly to Luke GromenGet a FREE book on how to systematically identify and follow market trends with&nb

  • TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)

    TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)

    16/08/2020 Duração: 01h02min

    In this episode, you'll learn:What is the intrinsic value of Alphabet Inc. What is the intrinsic value of Berkshire HathawayWhat is the intrinsic value of E-Trade What is the intrinsic value of Brookfield Property REIT How Warren Buffett’s made his greatest trade ever Ask The Investors: How can a stock price increase after it has been diluted? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance  Mastermind Discussion Q2 2020Preston and Stig’s FREE resource, Intrinsic Value IndexSubscribe to Preston and Stig’s FREE Intrinsic Value AssessmentsDatabase with super investors’ investments, DataromaTobias Carlisle’s podcast, The Acquires PodcastTobias Carlisle’s ETF, ZIGTobias Carlisle’s ETF, DeepHari’s Blog: BitsBusiness.comTweet directly to HariTobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple

  • TIP309: Real Estate  COVID-19 w/ Ian Formigle (Business Podcast)

    TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)

    08/08/2020 Duração: 53min

    In this episode, you'll learn:How has COVID-19 changed the commercial real estate marketWhy you can have the right idea, but the wrong execution in the current market conditionsHow to find value in megatrends in commercial estate in 2020 and beyond Why commercial real estate fits into a value investor’s portfolio in volatile marketsBOOKS AND RESOURCES MENTIONED IN THIS EPISODEContact Ian Formigle’s directly on LinkedInIan Formigle’ company, CrowdStreetCrowdStreet’s free Educational MaterialLearn from Ian Formigle directly on StreetBeatsIan Formigle’s book, The Comprehensive Guide to Commercial Real Estate Investing – Read reviews of this book Preston and Stig’s previous interview with Ian Formigle about Commercial Real Estate Trends.Preston and Stig’s previous interview with Ian Formigle about stock investors including real estate in their portfolioPreston and Stig’s previous interview with Ian Formigle about Commercial Real EstateSupp

  • TIP308: Trend Following Investing w/ Niels Kaastrup Larsen (Business Podcast)

    TIP308: Trend Following Investing w/ Niels Kaastrup Larsen (Business Podcast)

    02/08/2020 Duração: 45min

    In this episode, you'll learn:·       Why should you have trend following in a diversified portfolio? ·       Why trend following and value investing complement each other well·       How to follow a rule-based strategy and when you should change your rules·       Why the best trend following sector is commodities ·       Why trend following is interesting at this point in time of the interest rate cycleBOOKS AND RESOURCES MENTIONED IN THIS EPISODENiels Kaastrup-Larsen's free guide and free book about trend followingListen to Niels Kaastrup-Larsen’s popular podcast, Top Traders UnpluggedNiels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollarHow much DUNN Capital has outperformed the S&P500 since 1974 CME group white paper Lintner Revisited

  • TIP307: Cullen Roche on Stocks, Inflation,  COVID-19 (Business Podcast)

    TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)

    25/07/2020 Duração: 55min

    In this episode, you'll learn:The main advantage of centralized currenciesWhy the risk of inflation is more likely to come from the Treasury than from the Federal ReserveWhy growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment Where to find value in international equitiesHow should investors navigate the current market conditions? Ask The Investors: What is the relationship between inflation, interest rates, and house prices? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s interview with Cullen Roche about contrarian investingCullen Roche’s website, Pragmatic CapitalismTweet directly to Cullen RocheMagic Spoon. Healthy cereal that tastes too good to be true. Use promo code: WSB to enjoy free shipping.Experience savings in your shipping cost with Pitney Bowes SendPro.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugge

  • TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)

    TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)

    19/07/2020 Duração: 43min

    In this episode, you'll learn:How to invest in frontier markets from A-ZWhy frontier market investing should have a place in any well-diversified portfolio How to assess the political and currency risk of a country How to do boots-on-the-ground-research and understanding lollapalooza effects Why Uzbekistan is the most interesting frontier market right now BOOKS AND RESOURCES MENTIONED IN THIS EPISODESturgeon Capital’s websiteLearn more about Sturgeon Capital’s Uzbekistan Growth Equity FundTweet directly to Sturgeon CapitalSolve your long list of must-reads once and for all with Blinkist.Write like a pro with advanced real-time feedback with Grammarly Premium.Experience savings in your shipping cost with Pitney Bowes SendPro.Accelerate your success in business and life with The Deal with Danny Brown.

  • TIP305: The Structural Impact w/ George Gammon  Clips from Ray Dalio  Jeff Gundlach (Business Podcast)

    TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)

    12/07/2020 Duração: 44min

    On todays Show we discuss:What COVID is doing to residential real estate in major citiesWhat COVID is doing to the infrastructure for colleges & commercial real estateFANG Stocks & central banking policyRay Dalio's thoughts on the limits of central banking policyRay Dalio's thoughts on where people need to be positioned based on policyJeff Gundlach's opinions on a V shaped recoverResources mentioned during the show:Market Wizards Books by Jack SchwaggerGeorge Gammon's WebsiteGeorge Gammon's twitterJeff Snyder twitterSolve your long list of must-reads once and for all with Blinkist.Investing in the important COVID-19 vaccine that MigVax is doing with OurCrowd.Experience savings in your shipping cost with Pitney Bowes SendPro.Find the suit that fits you perfectly while staying within the comforts of your home with Indochino. Use promo code: INVESTORS

  • TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)

    TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)

    05/07/2020 Duração: 57min

    In this episode, you'll learn:How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014How moats in the 21st century are different than in the 20th century Why a gold standard is inflationary         How to invest in without sound money Ask The Investors: How do you validate and find unbiased information? BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   Subscribe to our newsletters about the current market conditionsPreston and Stig’s interview with Lyn Alden about investing in chaotic times. Preston and Stig’s interview with Jeff Booth about inflationary and deflationary forces Preston and Stig’s interview with Bill Nygre

  • TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)

    TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)

    27/06/2020 Duração: 57min

    In this episode, you'll learn:How money is printed and why it has changedWhat is the role of swap lines during the COVID-19Why you should use the expected inflation rate in money supply as your discount rate Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020Ask the Investors: Is China the next empire? BOOKS AND RESOURCES MENTIONED IN THIS EPISODEContact Lyn Alden on TwitterLyn Alden’s websiteGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Experience savings in your shipping cost with Pitney Bowes SendPro.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Learn more about different stories in the world of IP with Stroke of Genius Season 3.

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