Logo

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires including Warren Buffett and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.

TIP334: Disruptive Innovation w/ Cathie Wood

We Study Billionaires - The Investor’s Podcast Network

  • 750 views
  • about 2 years ago
  • 56:23

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.IN THIS EPISODE, YOU'LL LEARN:How innovation is often not priced into the marketHow Wrights Law can help determine future returnsThe 5 main areas of disruption that ARK is focused on and much much moreBOOKS AND RESOURCESArk-Invest ETFs: Ark InvestWright’s Law: Wright’s LawPreston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.Get 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.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.Join OurCrowd's investment in NanoLock today.Mirror the asset allocation strategy of the world’s most successful institutional investors with EquityMultiple.Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH STIG AND TREYStig: Twitter | LinkedInTrey: Twitter | LinkedIn

BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 640 views
  • about 2 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

  • 580 views
  • about 2 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

  • 530 views
  • about 2 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!

BTC009: Bitcoin Engineering w/ Core Developer Jimmy Song (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 840 views
  • about 2 years ago
  • 01:26:24

In this episode, you'll learn:How are Bitcoin updates generated between developersHow are Bitcoin updates released once completeHow are new versions tested and agreed toWhat happens if updates aren't used by full node operatorsWhy full node operators are important versus why miners are important51% attacksQuantum computing and it's potential threat to BitcoinOther engineering threats to BitcoinJimmy's thoughts on interesting software initiatives moving forwardBOOKS AND RESOURCES MENTIONED IN THIS EPISODEJimmy Song's new Book, Thank God For BitcoinJimmy's Book, Programming BitcoinJimmy's Podcast, OffChainGet 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 three months free when you protect yourself with ExpressVPN, the VPN we trust to keep us private online.Elevate your writing with 20% off Grammarly Premium.Create automated investment portfolios of diversified, low-cost index funds with Wealthfront. Get your first $5,000 managed for FREE, for life.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.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.

TIP332: Long-Term Investing w/ Tom Gayner

We Study Billionaires - The Investor’s Podcast Network

  • 790 views
  • about 2 years ago
  • 01:01:13

In today’s episode, we sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results.Tom has been producing investment returns in the high teens for Markel Corp for over 30 years and was kind enough to give us incredible insight into his investment strategies and philosophies. IN THIS EPISODE, YOU'LL LEARN:Why investing is sometimes more “art” than scienceHow a practical approach can lead to unprecedented returnsHow a frugal life leads to fulfillmentTom’s thoughts on index fundsAnd much much more!BOOKS AND RESOURCESMarkel Corporation: Meet MarkelMarkel: Shareholder LettersPreston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance ToolBrowse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsorsGET IN TOUCH WITH STIG AND PRESTONStig: Twitter | LinkedInTrey: Twitter | LinkedIn

BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 770 views
  • about 2 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

  • 630 views
  • about 2 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

BTC007: Bitcoin Disrupting Payment Clearing Houses w/ Jack Mallers (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 610 views
  • about 2 years ago
  • 54:23

In this episode, you'll learn:Why is a second Layer Bitcoin Network neededWhat are the basics of the Bitcoin Lightning NetworkWhat is Bitcoin the network versus Bitcoin the store of valueHow the Bitcoin network is drastically reducing the cost of clearing paymentsJack Mallers thoughts on inflation & Bitcoin payment opportunitiesJack's Strike app and NFL superstar Russell OkungBOOKS AND RESOURCES MENTIONED IN THIS EPISODEJack's company, StrikeJack's news with Russell OkungGet 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. Join OurCrowd's investment in BlueGreen Water Technologies today.Have everything you need to grow online with Squarespace. Use code WSB to save 10% off your first website or domain purchase.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.

TIP330: Warren Buffett - w/ Lawrence Cunningham

We Study Billionaires - The Investor’s Podcast Network

  • 540 views
  • about 2 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

TIP330: Warren Buffett with Lawrence Cunningham

We Study Billionaires - The Investor’s Podcast Network

  • 560 views
  • about 2 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

BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 540 views
  • about 2 years ago
  • 01:04:30

In this episode, you'll learn:How Brent views the macro landscapeBrents opinions on different "pools" of money in the greater economyWhy scare assets are going to continue to dominate the investing landscapeHow to think about position sizeBrent's risks for BitcoinHow much Bitcoin should be in your portfolioBOOKS AND RESOURCES MENTIONED IN THIS EPISODEBrent Johnson's twitterBrent's investment firm Santiago Capital ManagementGet 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) here.Support our free podcast by supporting our sponsors.

TIP329: Value Investing with John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 520 views
  • about 2 years ago
  • 55:30

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 2020Browse through all our episodes (complete with transcripts) hereSupport our free podcast by supporting our sponsors.

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 450 views
  • about 2 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.

BTC005: Bitcoin & Michael Saylor - A Masterclass in Economic Calculation (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 1.8K views
  • over 2 years ago
  • 02:32:37

In this episode, you'll learn:How Michael Saylor defines Inflation, risk premiums and hurdle ratesThe fundamentals of MicrostrategyWhy he's putting Bitcoin on his balance sheetWhy he issued convertible debt to buy more bitcoinHow other companies will likely follow suit BOOKS AND RESOURCES MENTIONED IN THIS EPISODEMichael Saylor's twitterMichael Saylor's company MicroStrategyMichael Saylor's non-profit free education site: Saylor AcademyMichael Saylor's Bitcoin website: Hope.comGet 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) here.Support our free podcast by supporting our sponsors.

TIP328: Balanced Portfolio Allocation with Damien Bisserier & Alex Shahidi (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 620 views
  • over 2 years ago
  • 01:11:59

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

TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 410 views
  • over 2 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

BTC003: Bitcoin & A Deflationary World w/ Jeff Booth (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 780 views
  • over 2 years ago
  • 01:09:12

In this episode, you'll learn:Work being done on the lightning network for paymentsWhat a deflationary world would look likeWhat would the price of real estate look likeHow might the stock market get repricedOther technology impacts Bitcoin might have on policyBOOKS AND RESOURCES MENTIONED IN THIS EPISODEJeff Booth's book, The Price of TomorrowJeff Booth's twitter accountBlockFi 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 Tevel today.Experience savings in your shipping cost with Pitney Bowes SendPro.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.

TIP326: Intrinsic Value of Lumen with Ben Claremon and Eugene Robin (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 580 views
  • over 2 years ago
  • 01:14:50

On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name for a merged entity between Level 3 and CenturyLink.We discuss how Level 3 holds the hidden upside value while only being one-third of the new entity, and CenturyLink's dying business model is distracting the market attention. Ben and Eugene make a great case for why there may be a special situation between the two right around the corner that could be a catalyst for the stock price to soar.*The opinions expressed herein are those of Cove Street Capital, LLC and are subject to change without notice. Past performance is not a guarantee or indicator of future results. Consider the investment objectives, risks and expenses before investing.  **The information in this presentation should not be considered as a recommendation to buy or sell any particular security and should not be considered as investment advice of any kind. You should not assume that the security discussed in this report is or will be profitable, or references we make in the future will be profitable or equal the performance of the security discussed in this presentation. The report is based on data obtained from sources believed to be reliable but is not guaranteed as being accurate and does not purport to be a complete summary of the available data.IN THIS EPISODE, YOU'LL LEARN:How to analyze the dynamics of a mergerHow to evaluate the debt burden of a companyHow to value a special situationWhat is the intrinsic value of LumenBOOKS AND RESOURCESCove Street Capital, LLC is a registered investment adviser. More information about them is located in their ADV Part 2, located on their website or upon requestLearn more about Cove Street CapitalCheck 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 STIGStig: Twitter | LinkedInTrey: 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!

BTC002: The Case For Bitcoin w/ Vijay Boyapati (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 680 views
  • over 2 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.