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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.

TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

We Study Billionaires - The Investor’s Podcast Network

  • 140 views
  • 4 months 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

BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

  • 140 views
  • 4 months ago
  • 01:07:12

In this episode, you'll learn:How typical financial managers deal with clients interested in BitcoinRegulatory Limitations for most fund managersBitcoin ETFsWhat's the right portfolio sizeWhat's Andy's biggest FUD busterBOOKS AND RESOURCES MENTIONED IN THIS EPISODEAndy's book, Why Buy BitcoinAndy's TwitterAndy's Bio at SwanBitcoin.comGet 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) here.Support our free podcast by supporting our sponsors.

TIP334: Disruptive Innovation w/ Cathie Wood

We Study Billionaires - The Investor’s Podcast Network

  • 280 views
  • 5 months 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

  • 140 views
  • 5 months 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

  • 100 views
  • 5 months 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!

TIP333: Trend Following w/ Niels Kaastrup Larsen

We Study Billionaires - The Investor’s Podcast Network

  • 140 views
  • 5 months 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!