BTC016: Bitcoin Super-Cycle w/ Dan Held (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 2K views
- about 4 years ago
- 01:08:45
In this episode, you'll learn:Dan's Thoughts on the Overall Macro LandscapeBitcoin's potential Super-cycleKraken exchange data and Bank CharterComparing Yield opportunities in lending and Lighting PoolHis opinion on non-financial use cases for blockchainsWhere we are at in the technology adoption curveBitcoin's security model once the block reward diminishesBOOKS AND RESOURCES MENTIONED IN THIS EPISODEFollow Dan Held on TwitterCheckout Dan Held's Articles and websiteCheckout Dan Held's Youtube channelGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Elevate your writing with 20% off Grammarly Premium.Take your business to the next level by hiring the right people with ZipRecruiter.Automate your money with M1 Finance. Get $30 when you sign up for free today. Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Bring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 2.3K views
- about 4 years ago
- 01:12:24
In this episode, you'll learn:What are some of the most important trends and data Plan B and WIlly Woo are looking at todayWhat are their thoughts on a mature derivatives market having on the priceThoughts on the impact of CBDCThoughts on the India banImpact of TetherWhat is Willy's Go-To chartWilly's pricing model Vs Plan B'sThoughts on the Lightning NetworkBOOKS AND RESOURCES MENTIONED IN THIS EPISODEPlan B's TwitterAll of Plan B's writings at www.PlanBTC.comWilly's TwitterWilly's NewsletterGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Elevate your writing with 20% off Grammarly Premium.Automate your money with M1 Finance. Get $30 when you sign up for free today. Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
- 1.9K views
- about 4 years ago
- 01:08:29
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 cashHow 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 RESOURCESMastermind Discussion Q4 2020.Preston and Stig’s interview with Jeff Booth about his book, The Price of Tomorrow.Our interview with Cathie Wood.Ray Dalio’s argument of why stocks could be trading at 50x earnings.Wes Gray’s research on momentum and value performance.Preston and Stig’s tool for stock selection and determining the correlation of all US stocks and ETFs, TIP Finance.Preston and Stig’s FREE resource, Intrinsic Value Index.Subscribe to Preston and Stig’s FREE Intrinsic Value Assessments.Tobias Carlisle’s podcast, The Acquirers Podcast.Tobias Carlisle’s ETF, ZIG.Tobias Carlisle’s ETF, Deep.Tobias Carlisle’s book, The Acquirer's Multiple – read reviews of this book.Tobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.com.Hari’s Blog: BitsBusiness.com.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Elevate your writing with 20% off Grammarly Premium.Automate your money with M1 Finance. Get $30 when you sign up for free today. Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.GET IN TOUCH WITH HARI AND TOBIASHari: TwitterTobias: TwitterGET IN TOUCH WITH STIG AND PRESTONStig: Twitter | LinkedInPreston: Twitter | LinkedInHELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback
BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- about 4 years ago
- 01:13:29
In this episode, you'll learn:The history of Florentine Mint and how it changed European bankingA background on double entry book keepingCounterparty risk and how it impacts marketsThe importance of Disciplinary Constraint in bankingThoughts on the Velocity of MoneyThoughts on the governments' ability to shut down BitcoinWhat would make Nik change his mind about BitcoinNik's thoughts on Bitcoin regulationWhat would a yield curve look like with BitcoinThoughts on the new administrationNik's thoughts on the lightning networkBOOKS AND RESOURCES MENTIONED IN THIS EPISODENik Bhatia's new book, Layered MoneyNik's TwitterGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Make BendHSA a part of your financial well-being today. Automate your money with M1 Finance. Get $30 when you sign up for free today. Elevate your writing with 20% off Grammarly Premium.ring your WiFi up to speed with Orbi WiFi 6 from NETGEAR.Take your business to the next level by hiring the right people with ZipRecruiter.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.Invest in blue-chip art from artists like Monet and Basquiat with Masterworks. Use promo code WSB to skip their 15,000 person waitlist.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP333: Trend Following w/ Niels Kaastrup Larsen
We Study Billionaires - The Investor’s Podcast Network
- 1.6K views
- about 4 years ago
- 58:58
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 returnBOOKS AND RESOURCESPreston and Stig’s interview with Niels Kaastrup-Larsen about Trend FollowingNiels 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 1974Check out our top picks for the Best Investing Podcasts in 2020Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH STIG AND PRESTONStig: Twitter | LinkedInPreston: Twitter | LinkedInHELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
TIP333: Trend Following w/ Niels Kaastrup-Larsen
We Study Billionaires - The Investor’s Podcast Network
- 1.6K views
- about 4 years ago
- 57:47
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 returnBOOKS AND RESOURCESPreston and Stig’s interview with Niels Kaastrup-Larsen about Trend FollowingNiels 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 1974Check out our top picks for the Best Investing Podcasts in 2020Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH STIG AND PRESTONStig: Twitter | LinkedInPreston: Twitter | LinkedInHELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.9K views
- about 4 years ago
- 01:21:02
In this episode, you'll learn:About the current state of commercial Real EstateThe impact mid and small cap businesses are having on the real economyThoughts on UBi in 2021 versus more QEStable coins and using blockchains for bank clearingTether concernsLyn's thoughts on EthereumSignals for another liquidity crunchS2F and a final cycleBOOKS AND RESOURCES MENTIONED IN THIS EPISODELyn Alden's Investment Strategy companyLyn Alden's twitterLuke's books on AmazonLuke Gromen's twitterLuke's research company, The Forrest For The TreesGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Make BendHSA a part of your financial well-being today. Automate your money with M1 Finance. Get $30 when you sign up for free today. Get into a topic quickly, find new topics, and figure out which books you want to spend more time listening to more deeply with Blinkist. Get 25% off and a 7-day free trial today.Give yourself an upgrade with Helix Sleep's perfect mattress for you. Get $200 off all mattress orders and 2 free pillows.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP331: Inflation w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
- 1.6K views
- about 4 years ago
- 01:04:00
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 inflationWhether there is a rational argument for stocks to be trading at 50 times earningsBOOKS AND RESOURCESPreston and Stig’s interview with Cullen Roche about equities and COVID-19 impactPreston and Stig’s interview with Cullen Roche about contrarian investingCullen Roche’s website, Pragmatic CapitalismCullen Roche’s comprehensive resource, Understanding Money Tweet directly to Cullen RocheEmail Cullen at cullenroche@orcamgroup.comRay Dalio’s “Ask me Anything” on RedditCheck out our top picks for the Best Investing Podcasts in 2020Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH PRESTON AND STIGPreston: Twitter | LinkedInStig: Twitter | LinkedIn
TIP330: Warren Buffett with Lawrence Cunningham
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- about 4 years ago
- 01:24:21
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 investorHow to identify a quality investmentHow to distinguish good management from badWhat may happen to Berkshire beyond BuffettIs Berkshire currently undervalued?Are investing mistakes come from picking the wrong business than paying too much for a great business?BOOKS AND RESOURCESLawrence Cunningham’s signature book: The Essays of Warren BuffettLawrence Cunningham’s book on Quality Investing: Quality InvestingLawrence Cunningham’s book on Quality Shareholders: Quality ShareholdersLawrence Cunningham’s book on Berkshires operating structure and corporate culture: Margin of Trust#1 book on philosophy that addresses the definition of “Quality”: Zen and the Art of Motorcycle MaintenanceDavid Sokol (Warren Buffett’s protege) book: Pleased but not SatisfiedPreston, Trey & Stig’s took for picking stock winners and managing our portfolios: TIP Finance ToolCheck out our top picks for the Best Investing Podcasts in 2020Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH STIGStig: Twitter | LinkedInTrey: Twitter | LinkedIn
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.5K views
- about 4 years ago
- 50:46
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 knowHow to make and lose money in market cyclesHow to have the right amount of risk in your portfolioWhich investment advice you should give to your younger selfWhy far more investing mistakes come from picking the wrong business than paying too much for a great businessBOOKS AND RESOURCESTobias Carlisle’s podcast, The Acquirer's PodcastTobias Carlisle’s Acquirers FundTobias Carlisle’s book, The Acquirer's Multiple – read reviews of this bookTobias Carlisle’s Acquirer’s Multiple stock screener: AcquirersMultiple.comTobias Calisle’s interview with John HuberTobias Carlisle’s TwitterDr. Wesley Gray’s website: Alpha ArchitectDr. Wesley Gray’s book: Quantitative Momentum – Read Reviews for this bookDr. Wesley Gray’s book: Quantitative Value – Read Reviews for this bookDr. Wesley Gray’s TwitterPreston and Stig’s interview with John Huber about the intrinsic value of FacebookJohn Huber’s company, Saber Capital John Huber’s value investing blogJohn Huber’s TwitterQ&A sessions from Berkshire Hathaway Shareholder’s meetingsCheck out our top picks for the Best Investing Podcasts in 2020Get 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 Banking Reimagined. What’s in your wallet?Join OurCrowd's investment in BlueGreen Water Technologies today.Elevate your writing with 20% off Grammarly Premium.Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsors.
TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.5K views
- about 4 years ago
- 01:07:40
In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio.Damien used to work for Dalio at Bridgewater Associates - the largest Hedge fund in the world with more than $160B under management, while Alex has over 20 years of experience managing billions of dollars for his clients. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.IN THIS EPISODE, YOU'LL LEARN:How to create a portfolio with a balance risk and reward for each investmentHow to access the strategy used by Billionaire Ray DalioHow this portfolio should endure any economic climateWhy each holding in your portfolio should be as uncorrelated as possible What it’s like to work for Ray Dalio using “radical transparency” BOOKS AND RESOURCESRisk Parity ETF (Ticker: RPAR)Evoke AdvisorsTIP Finance Tool for tracking portfolio correlationCheck out our top picks for the Best Investing Podcasts in 2020Get 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.Solve your long list of must-reads once and for all with Blinkist.Capital One. This is Banking Reimagined. What’s in your wallet?Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsors.GET IN TOUCH WITH STIG AND TREYStig: Twitter | LinkedInTrey: Twitter | LinkedIn
BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.8K views
- over 4 years ago
- 01:01:09
In this episode, you'll learn:Top tips for people entering Bitcoin for the first timeThoughts on alt coinsWhy does the world need BitcoinHow money evolves in four phasesThe ownership distribution of gold and bitcoinThoughts on DefiBOOKS AND RESOURCES MENTIONED IN THIS EPISODEAll of Vijay Boyapati's incredible writings on BitcoinVijay Boyapati's twitter accountGet 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.Join OurCrowd's investment in Tevel today.Capital One. This is Banking Reimagined. What’s in your wallet?Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP325: Real Estate Investing with BiggerPockets (Investing Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.6K views
- over 4 years ago
- 56:19
When we talk about Real Estate investing, the community that first comes to mind is BiggerPockets. We are excited to welcome the hosts of BiggerPockets, Brandon Turner, and David Greene. BiggerPockets is the world's largest real estate community, and Brandon and David guide their audience through the complexities of real estate investing. Today they will share tips on how to diversify into real estate if you're a stock investor. In addition, we'll talk about how to value properties and some practical advice on finding time and money to get started.IN THIS EPISODE, YOU'LL LEARN:How to get started in real estate investing with no money downHow to diversify into real estate without putting with the minimum effortHow real estate investing is inflation proofedHow to estimate the intrinsic value of real estateBOOKS AND RESOURCESBiggerPockets’ websiteBiggerPockets’ podcastStig’s interview with Bigger PocketsWatch BiggerPockets’ YouTube channelConnect with Brandon Turner on InstagramConnect with David Greene on TwitterConnect with David Greene on LinkedInBrowse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.GET IN TOUCH WITH PRESTON AND STIGPreston: Twitter | LinkedInStig: Twitter | LinkedInHELP US OUT!What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
TIP323: Mastermind Discussion 4Q 2020 (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- over 4 years ago
- 01:19:43
In this episode, you'll learn:· What is the intrinsic value of Diamond Hill Capital Management· What is the intrinsic value of Oracle· What is the intrinsic value of Footlocker· Why Reliance Industries is a bet on the growth of India · Why Preston is doubling down on Bitcoin. · Ask The Investors: How do I decide on the right discount rate to use? 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 Q3 2020Preston and Stig’s FREE resource, Intrinsic Value IndexSubscribe to Preston and Stig’s FREE Intrinsic Value AssessmentsTobias Carlisle’s podcast, The Acquires PodcastTobias Carlisle’s ETF, ZIGTobias Carlisle’s ETF, DeepTobias Carlisle's book, The Acquirer's Multiple - Read reviews of this bookTobias Carlisle's Acquirer's Multiple Stock Screener: AcquirersMultiple.comTweet directly to Tobias CarlisleHari’s Blog: BitsBusiness.comTweet directly to HariGet 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.Take part of OurCrowd's investment in Cyabra today.Solve your long list of must-reads once and for all with Blinkist.Capital One. This is Banking Reimagined. What’s in your wallet?Support our free podcast by supporting our sponsors.
TIP321: Investing & The Brain w/ John Gald (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.6K views
- over 4 years ago
- 01:07:07
In this episode, you'll learn:· How we process information subconsciously and how we can take advantage of it · How the reflexivity function 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. 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 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 Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.Take part of OurCrowd's Pandemic Innovation Fund today.Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 70,000 waitlist to get first dibs. (Important Disclaimer)Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP319: Intrinsic Value Assessment of Charles Schwab w/ Arif Karim (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.8K views
- over 4 years ago
- 01:04:56
In this episode, you'll learn:· What is the intrinsic value of Charles Schwab· The importance of networking effects in wealth management · Why the two most important metrics is wealth management is AUM growth and NIM· How 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.Solve your long list of must-reads once and for all with Blinkist.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 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 Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsors
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- over 4 years ago
- 54:40
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 the current market conditionsGet 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. Invest in the very same paintings as millionaires and billionaires, at a fraction of the cost, with Masterworks. Use promo code WSB to skip the 70,000 waitlist to get first dibs. (Important Disclaimer)Experience savings in your shipping cost with Pitney Bowes SendPro.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 Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.Enjoy Dedicated Account Management Support from Telstra, now with messaging, for every business.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- over 4 years ago
- 01:02:23
In this episode, you'll learn:· How the low yield has changed the investment thesis for growth and value investors· What is the optimal investing strategy dependent on your view on the COVID-19 vaccine· What the dollar index is indicating for investors right now · The difference and similarities of the US and European economies· Whether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currency· Ask 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 Harrison
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 2.1K views
- over 4 years ago
- 01:39:58
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 Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Train your nervous system to be more resilient to stress with Apollo Neuro. Get 15% off your purchase today.Find the suit that fits you perfectly while staying within the comforts of your home with Indochino. Use promo code: INVESTORSGet the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.Capital One. This is Banking Reimagined. What’s in your wallet?Open your stockbroking account & enjoy innovative trading tools and market-leading news and research with advanced charting packages with CMC Markets.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.
TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
- 1.7K views
- over 4 years ago
- 59:09
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 EstateSupport 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!Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.Solve your long list of must-reads once and for all with Blinkist.Get the most competitive rate if you’re looking to get a mortgage or refinance in Canada with Breezeful. Plus, get a $100 Amazon.ca gift card at your closing.Capital One. This is Banking Reimagined. What’s in your wallet?Open your stockbroking account & enjoy innovative trading tools and market-leading news and research with advanced charting packages with CMC Markets.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.