The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Episodes
RWH022: Multi-billionaire Masterclass w/ Ray Dalio
19 Feb 2023
Contributed by Lukas
William chats with Ray Dalio, one of the most successful investors of all time. Ray, whose net worth is estimated at $19.1 billion, founded the world’...
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
17 Feb 2023
Contributed by Lukas
Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as w...
BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)
15 Feb 2023
Contributed by Lukas
Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content arou...
TIP524: Four Wide Moat Stocks for 2023
14 Feb 2023
Contributed by Lukas
On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some ...
TIP523: Financial Wisdom w/ Cullen Roche
12 Feb 2023
Contributed by Lukas
Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well ...
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
10 Feb 2023
Contributed by Lukas
Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity...
BTC116: Bitcoin Ordinals and NFTs on Layer 1 of the Protocol w/ Pierre Rochard (Bitcoin Podcast)
08 Feb 2023
Contributed by Lukas
Pierre Rochard comes back to the show to do a deep dive into ordinals and the impact of people being able to put NFTs onto the base layer of the Bitco...
TIP521: Warren Buffett's Shareholder Letters
07 Feb 2023
Contributed by Lukas
On today’s episode, Clay reviews Warren Buffett’s shareholder letters and shares his takeaways, and distills some of the biggest lessons he learne...
RWH021: Investing Amid Uncertainty w/ Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon
05 Feb 2023
Contributed by Lukas
William Green showcases some of the most valuable insights from four investing superstars who have recently appeared on the Richer, Wiser, Happier pod...
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
03 Feb 2023
Contributed by Lukas
Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the...
BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)
01 Feb 2023
Contributed by Lukas
Preston Pysh is joined by Bitcoin Lightning expert Justin Rezvani. Justin is a Forbes 30 under 30 and has some fascinating stories as a tech entrepren...
TIP519: The Education of a Value Investor by Guy Spier
29 Jan 2023
Contributed by Lukas
Clay reviews Guy Spier’s book, The Education of a Value Investor. Guy Spier is a renowned hedge fund manager who has beaten the S&P 500 by almost 25...
TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
27 Jan 2023
Contributed by Lukas
Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed his...
BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bitcoin Podcast)
25 Jan 2023
Contributed by Lukas
Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see t...
TIP517: Mohnish Pabrai's Dhandho Investment Framework
22 Jan 2023
Contributed by Lukas
On today’s episode, Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP a...
TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll
20 Jan 2023
Contributed by Lukas
Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Patrick is a self-made entr...
BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)
18 Jan 2023
Contributed by Lukas
Preston Pysh interviews Lyle Pratt, an entrepreneur of multiple successful businesses, and a telecommunications and spam expert. They talk about the i...
TIP515: The Little Book of Valuation by Aswath Damodaran
15 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:11 - Aswath’s two primary methods for valuing a company. 05:40 - The general truths about valuations...
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
13 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:31 - How Inflation has been winning the tug of war with Deflation, but not for long. 23:58 - The imp...
We Study Billionaires by The Investor's Podcast Network
11 Jan 2023
Contributed by Lukas
We interview and study famous financial billionaires including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you ca...
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
11 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:37 - What's the mastermind's thoughts on FTX and SBF? 10:22 - What's happening with Gemini, DCG, Gen...
TIP513: Warren Buffett's Money Mind
10 Jan 2023
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints...
RWH020: The Disciplined Growth Investor w/ Fred Martin
08 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War. 14:22 -...
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
06 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have t...
BTC111: Nostr - Decentralized Social Media and Bitcoin w/ William Casarin (Bitcoin Podcast)
04 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:54 - So what is Nostr? 03:50 - It seems like the protocol is optimized around simplicity, is that it? 06:30 - W...
TIP511: How to Pick Stocks like Peter Lynch
03 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street. 13:15 - Lyn...
TIP510: Money and Happiness w/ Stig Brodersen and William Green
01 Jan 2023
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 01:19 - How to live a life with integrity. 01:38 - How to live a life with honesty. 18:06 - How to live a life that ...
TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
30 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:45 - Oakmark’s framework for navigating the current market. 12:09 - Bill’s updated thoughts on Meta and Bank...
BTC110: Japanese Credit Markets, Bitcoin, and Nostr w/ James Lavish (Bitcoin Podcast)
28 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:53 - What is Nostr and why is it so important to Bitcoin and free speech? 05:31 - Japan adjusting their YCC peg ...
TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
27 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 03:36 - TSM’s business model and competitive advantages. 07:13 - All about the critical role semiconductors play ...
RWH019: Winning the Long Game w/ John Spears
25 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 04:04 - How John Spears became obsessed with investing when he was 12 years old. 11:34 - How skipping school to mee...
TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown
23 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 05:56 - Indicators that Joe watches to forecast market moves. 13:19 - Why the Fed pivot might take much longer than...
BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre and Morgen Rochard (Bitcoin Podcast)
21 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:36 - What are some of the most important things happening in the Bitcoin space right now? 08:18 - Thoughts on pa...
TIP506: How Jeff Bezos Built Amazon
20 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s. 00:09:58 ...
TIP505: The Price of Time w/ Edward Chancellor
18 Dec 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 01:08 - Why the interest rate is putting a price on time. 14:50 - Why John Law is the most extraordinary person in t...
TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
16 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:34 - How to apply probabilistic thinking when approaching investing. 14:26 - Will’s structure for the “perfe...
BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast)
14 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:07 - What has been happening at Unchained Capital since the FTX blow-up? 07:13 - What are some of the most commo...
TIP503: The Story of Airbnb and Brian Chesky
13 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 04:38 - How Airbnb originally started and its keys to becoming a $60 billion company. 07:13 - Why getting into Y-Co...
RWH018: How to be Happy w/ Tsoknyi Rinpoche & Daniel Goleman
11 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 06:06 - What Tsoknyi Rinpoche learned from his extraordinary father, Tulku Urgyen Rinpoche. 21:26 - Why it helps no...
TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat
08 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:30 - An overview of investment banking and private equity. 04:45 - Why you should consider allocating some of yo...
BTC107: The Real Impact of the IMF and World Bank w/ Alex Gladstein and Sam Callahan (Bitcoin Podcast)
07 Dec 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 05:50 - So what is the intended mission of these organizations (IMF and World Bank)? 25:16 - What is Structural Adj...
TIP501: Investing During an Inflationary Environment
06 Dec 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 01:24 - What are the primary drivers of inflation in 2022. 08:34 - How different asset classes perform during infla...
TIP500: Berkshire Hathaway Shareholder's Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck
04 Dec 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 02:36 - What is the Berkshire Hathaway Annual Shareholder’s meeting 30:19 - How do you attend the Berkshire Hathaw...
TIP499: Investing Through A Bear Market w/ David Gardner
02 Dec 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 02:42 - David’s take on the current bear market and how to keep calm. 09:14 - Assessments of Netflix. 19:02 - The...
BTC106: FTX Failure, GBTC, Genesis DCG & more w/ Dylan LeClair (Bitcoin Podcast)
30 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:14 - Paper Bitcoin and what's causing the massive sell-off. 08:52 - How Silicon Valley VC fed the "Crypto" scam....
TIP498: Ray Dalio's Book - Big Debt Crises & How the Economic Machine Works
29 Nov 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 00:04:24 - How Dalio defines credit and debt. 00:08:55 - Why too much debt can be an issue for the global economy. ...
RWH017: Fidelity Legend Joel Tillinghast
27 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 03:07 - How Joel Tillinghast fell in love with investing as a boy of eight or nine. 07:51 - What he learned from hi...
Classic 22: Life and investing w/ Mohnish Pabrai
25 Nov 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 01:43 - What Mohnish has learned from his friendship with Charlie Munger. 10:24 - Why and how Mohnish Pabrai uses hi...
BTC105: It's Bitcoin Not Crypto w/ Cory Klippsten (Bitcoin Podcast)
23 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Cory's one over the world view of everything happening after the FTX bankruptcy. 07:49 - What are the issue...
TIP497: Lessons from Billionaire Howard Marks
22 Nov 2022
Contributed by Lukas
IN THIS EPISODE YOU’LL LEARN: 00:01:50 - The biggest investing lessons from Howard’s book, The Most Important Thing. 00:03:07 - How to apply sec...
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
20 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 01:16 - The mastermind group’s view on the current market conditions. 18:41 - Why Hari is bullish on Meta (Ticker: ...
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
18 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 02:09 - Why Banks are at serious risk of losing deposits. 09:25 - Why the ECB is changing its tune on monetary policy...
BTC104: The US FED & Treasury Need Bitcoin w/ Luke Mikic (Bitcoin Podcast)
16 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:14 - What got Luke into writing profound articles around Bitcoin. 02:48 - Luke's opinions on various long-term c...
TIP494: The Worldly Wisdom of Charlie Munger
15 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 05:54 - How Warren Buffett and Charlie Munger met. 07:07 - Why it’s important to embrace lifelong learning. 09:2...
RWH016: The Best Of The Best w/ François Rochon
13 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 02:51 - How François Rochon began his market-beating investment journey three decades ago. 08:12 - How the “marg...
TIP493: Should CEOs Have Term Limits? w/ Bill George
11 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 17:01 - Bill’s early crucibles that helped him evolve into an empathetic leader. 30:25 - How to find your own Tru...
BTC103: Bitcoin Policy Update w/ Jason Brett (Bitcoin Podcast)
09 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:04 - A recap of the Lummis Gillibrand Bill. 05:32 - What is the Digital Commodities Consumer Protection Act of 2...
TIP492: The Best Investor You've Never Heard of
08 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenu...
TIP491: Macro and the Energy Market w/ Lyn Alden
06 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers. 05:37 - Why w...
TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus
04 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 08:06 - How today’s economy compared to the early eighties when Bernie was co-founding Home Depot. 14:11 - Bernie’...
BTC102: Bitcoin Lightning Network Changing the Energy Sector w/ Austin Mitchell (Bitcoin Podcast)
02 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:13 - Austin Mitchell's Background and research in the energy sector. 10:40 - What problems do energy companies c...
TIP489: Intrinsic Value Analysis of Dollar General & Apple
01 Nov 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 06:31: - The opportunities and risks of investing in Dollar General & Apple. 07:34 - Clay’s assessment of the intri...
TIP488: Current Market Conditions W/ Richard Duncan
30 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 02:41 - Where the economy is heading, now that credit growth has been reversed. 07:29 - The steep decline in the tr...
BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)
26 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:22 - What is happening between the United States and China with chip manufacturing? 04:55 - Is the FED being wea...
TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study)
25 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 02:30 - What Warren Buffett’s 12 investment principles are. 08:26 - Why Buffett has largely avoided technology comp...
TIP486: Macro Investing w/ Cullen Roche
23 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:22 - Why and how do we need to understand the macro environment when we invest 07:18 - Why we should think of th...
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
21 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 03:40 - Why Josh believes we are at an Entropic Apex in the current markets. 06:14 - His beliefs around peace throu...
BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World (Bitcoin Podcast)
19 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:20 - Jeff's first principles overview of energy, money, and resource optimization. 12:42 - Why is the adoption o...
TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2)
18 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 02:49 - How Buffett came around to purchasing Geico. 07:45 - Why Buffett’s reputation helped him get a fantastic de...
RWH015: Betting Better in Markets & Life w/ Annie Duke
16 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 12:49 - How Annie Duke got sick, quit academia, & became a professional poker player. 18:24 - How poker taught her ...
TIP483: Down But Not Out w/ Cathie Wood
14 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others. 15:09 - Why Cathie recently stepped...
BTC099: Michael Saylor's Deep Dive on Bitcoin Energy Misconceptions (Bitcoin Podcast)
12 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:48 - Why does Michael believe that if the money isn't scarce, every desirable good on the planet will become scar...
TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)
11 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 00:08:46 - Who the key figures were in Buffett’s development as an investor. 00:09:58 - Benjamin Graham’s defin...
TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)
10 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:46 - How and why did Trey and William get hired? 12:52 - What the business model of The Investor’s Podcast Net...
TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1)
09 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:48 - How Stig and Preston met and why they started The Investor’s Podcast together. 10:05 - When did Stig an...
TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel
07 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:34 - Some reasons why microcaps are outperforming some of the larger cap segments. 05:46 - How Ian compares the ...
BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery (Bitcoin Podcast)
05 Oct 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:58 - Why are property rights an important starting point for understanding the differences between Proof of Work ...
RWH014: The Resilient Investor w/ Matthew McLennan
02 Oct 2022
Contributed by Lukas
William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happi...
TIP479: How to Invest w/ David Rubenstein
30 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU'LL LEARN: 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on e...
BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast)
28 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:21 - Sam's comments on the WEF's excitement for ETH's Proof of Stake Merge. 12:09 - Sam's overview on CBDC. 12:...
TIP478: Market Cycle Masterclass w/ David Stein
25 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where ...
TIP477: Recession Proof Your Portfolio With Farmland w/ Artem Milinchuk
23 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 09:05 - How Farmland is a great hedge against both inflation and recessions. 15:41 - Why Bill Gates is the largest ...
BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast)
21 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:22 - The numbers around federal interest expense and rising interest rates. 23:58 - Mike's thoughts on the broad...
RWH013: Move Slow, Win Big W/ Thomas Russo
18 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 02:17 - What Tom Russo learned from a life-changing encounter with Warren Buffett in 1982. 09:53 - Why “agency”...
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
16 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle 12:17 ...
BTC095: Bitcoin Time Stamping w/ Pierre Rochard (Bitcoin Podcast)
14 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:29 - What is time stamping? 11:24 - Is Bitcoin a decentralized clock? 24:50 - Why is time keeping so important ...
TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
11 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139) 35:46 - Why Stig just bou...
TIP474: Building 4 Unicorn Companies with Celebrity Partners W/ Brian Lee
09 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 07:31 - How Brian and team bootstrapped LegalZoom into the behemoth it is today. 12:17 - How Brian convinced Robert...
BTC094: The Book of Satoshi w/ Phil Champagne (Bitcoin Podcast)
07 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:24 - What inspired Phil to write the book? 04:33 - How much of Satoshi's writings were not included in the book?...
Classic 21: Inflation or Deflation w/ Jeff Booth
04 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 06:42 - Why we have too much debt and not enough growth in the world. 07:36 - Why technology is a massive deflation...
TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis
02 Sep 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was ki...
BTC093: The Debt Spiral Defined w/ James Lavish (Bitcoin Podcast)
30 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:43 - What is a debt spiral and is the US currently experiencing one? 11:24 - Why are there so many additional tr...
TIP472: Inflation Masterclass continued W/ Cullen Roche
28 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:20 - Why inflation will be moderate in the coming years. 08:44 - Why deflation is more likely than hyperinflatio...
BTC092: Bitcoin Energy & Custody w/ Parker Lewis & Will Cole (Bitcoin Podcast)
23 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:10 - What is happening between the energy sector and the Bitcoin mining space? 09:00 - Regulator capture with Et...
RWH012: Fear the Fed w/ Jim Grant
21 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament. 25:31 - How histo...
TIP470: How to Leverage Information to Serve You Best w/ Ross Dawson
19 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 13:57 - The different levels of attention and focus and how to harness the one you need at any given time. 27:57 - ...
BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
17 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 00:43 - Eurodollar features. 06:29 - Is the inversion in the yield curve going to keep persisting, does it matter? ...
BTC091 (Part 1): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
17 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:06 - How things have matured in the markets since the previous quarter. 05:08 - Unemployment chart. 09:16 - Wha...
TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh
14 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 01:14 - What we can learn from Warren Buffett that can be implied in venture capital. 04:09 - Why emerging markets ...
TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young
12 Aug 2022
Contributed by Lukas
IN THIS EPISODE, YOU’LL LEARN: 03:15 - Why the price of oil has been experiencing 30% swings in Q2. 07:23 - How the war between Russia and Ukraine...