We Study Billionaires - The Investor’s Podcast Network

TIP400: Mastermind Q4 2021

IN THIS EPISODE, YOU’LL LEARN: 01:07 - What is Tobias Carlisle's view on the general stock market? 03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT). 24:32 - Whether Stig Brodersen has doubled down on Alibaba. 25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY). 39:24 - Why GoDaddy is not a tech company. 44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ). *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Mastermind Discussion Q3 2021. Mastermind Discussion Q2 2021. CNN's Fear and greed index. Our FREE stock analysis resource, Intrinsic Value Index. Subscribe to our FREE Intrinsic Value Assessments. Tobias Carlisle's podcast, The Acquires 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. Tweet directly to Tobias Carlisle. Hari's Blog: BitsBusiness.com Tweet directly to Hari. If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs. Impress your audience and yourself. Enjoy presentations for free with Canva. Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement. It’s the holidays and you deserve a gift that keeps on giving you joy and comfort every day, all year long - X-Chair! Save $100 off your X-Chair just by purchasing it now. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP. Join award-winning British journalist Georgie Frost as he interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future! Listen to brand new episodes of The So What from BCG on Apple Podcasts, Spotify, Stitcher, or wherever you get your podcasts. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com. Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Identify and stop paying for subscriptions you don’t need, want, or simply forgot about with Truebill. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today. You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 28, 2021

50 min

TIP399: The Real Life Tony Stark w/ Josh Wolfe

IN THIS EPISODE, YOU’LL LEARN: 09:27 - Investing and being a board member alongside Bill Gates on many companies. 18:13 - The future of nuclear energy. 24:30 - Manufacturing in space and iPhone-sized satellite technology. 28:34 - 3D printing 44:41 - The privatization of defense. 50:15 - Quantum computing 56:19 - Virtual reality and the metaverse, what is and isn’t overhyped. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Lux Capital Website. Josh Wolfe Twitter. Trey Lockerbie Twitter. Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool. If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs. Impress your audience and yourself. Enjoy presentations for free with Canva. Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement. It’s the holidays and you deserve a gift that keeps on giving you joy and comfort every day, all year long - X-Chair! Save $100 off your X-Chair just by purchasing it now. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP. Join award-winning British journalist Georgie Frost as he interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future! Listen to brand new episodes of The So What from BCG on Apple Podcasts, Spotify, Stitcher or wherever you get your podcasts. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com. Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Identify and stop paying for subscriptions you don’t need, want, or simply forgot about with Truebill. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today. You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 26, 2021

61 min

BTC053: Bitcoin Derivatives & On-Chain Data with Will Clemente & Dylan LeClair (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: How they have learned so much at such a young age. How they think about volatility and how derivatives are impacting the Bitcoin Price Action. The most misunderstood aspects of on-chain data. Borrowing premiums and how it can provide clues into oversold or overbought conditions. What metrics they would focus on for a market top indicator. Long-term Versus Short-term investors and using their on-chain fingerprint to help manage longer-term positions. BOOKS AND RESOURCES Will Clemente's Twitter Account. Dylan LeClair's Twitter Account. The Short-term | Long-term Chart that was discussed during the show. If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs. Identify and stop paying for subscriptions you don’t need, want, or simply forgot about with Truebill. You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP. Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired, and get an extra 3 months FREE on a one-year package. Get in early on medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today. Make it simple to hire and manage remote employees across all 50 states with Justworks. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Impress your audience and yourself. Enjoy presentations for free with Canva. Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more! Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Stay on top of all your processes - directly inside Gmail with Streak. Get 20% off the Pro plan today. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Transform how you drive business results and connect with customers with Snap AR. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 24, 2021

82 min

TIP398: Wisdom from the Greatest Investors w/ William Green

IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie Munger had recently said is “one of the best ever written.” 06:46 - Whether the best investors truly live by an inner scorecard. 11:09 - Whether there is such a thing as the “right background” to become a successful investor. 24:36 - Whether concentration indeed is how to become rich and diversification is how to stay rich. 32:59 - What will happen to the culture in the value investing community when Buffett and Munger are no longer among us. 43:14 - Who is Matthew McLennan, and why is he one of the most impressive investors in the world. 57:15 - How does William Green invest? 01:12:26 - How William Green’s relationship is with Guy Spier. 01:26:18 - How can we live and invest accordingly to our values? 01:34:54 - Whether we should learn from successful investors who do not have the right values? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES William Green’s book, Richer, Wiser, Happier – read reviews of this book. Our conversation with William Green about Richer, Wiser, Happier. Our conversation with William Green about The Great Minds of Investing. Visit William Green’s website. Stig’s interview with Mohnish Pabrai about Seritage Growth Properties. If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs. Identify and stop paying for subscriptions you don’t need, want, or simply forgot about with Truebill. You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP. Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired, and get an extra 3 months FREE on a one-year package. Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today. Make it simple to hire and manage remote employees across all 50 states with Justworks. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Impress your audience and yourself. Enjoy presentations for free with Canva. Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more! Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Stay on top of all your processes - directly inside Gmail with Streak. Get 20% off the Pro plan today. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Transform how you drive business results and connect with customers with Snap AR. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 21, 2021

103 min

TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson

IN THIS EPISODE, YOU’LL LEARN: 01:39 - What the Dollar Milkshake Theory is. 31:53 - How the Dollar Milkshake Theory has evolved through Covid. 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change. 61:49 - How supply shocks could impact the dollar in 2022. And a whole lot more! BOOKS AND RESOURCES Dollar Milkshake explained. Santiago Capital Website. Brent Johnson Twitter. Trey Lockerbie Twitter. Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool. Check out our We Study Billionaires Starter Packs. Identify and stop paying for subscriptions you don’t need, want, or simply forgot about with Truebill. You can see eczema on the surface of your skin, but there may also be irritation below that you can’t see. Discover Eucrisa as it works both above and below the skin to treat eczema in adults and children 3 months of age and older. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP. Protect your online activity TODAY with ExpressVPN, the VPN rated #1 by CNET and Wired, and get an extra 3 months FREE on a one-year package. Get in early on medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more with a FREE OurCrowd account. Open yours today. Make it simple to hire and manage remote employees across all 50 states with Justworks. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Impress your audience and yourself. Enjoy presentations for free with Canva. Updating your wardrobe or just simply looking for a new fall flannel? Head to Mizzen+Main and use promo code WSB to receive $35 off an order of $125 or more! Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Stay on top of all your processes - directly inside Gmail with Streak. Get 20% off the Pro plan today. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Transform how you drive business results and connect with customers with Snap AR. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 19, 2021

60 min

BTC052: A Hyper-Bitcoinized World w/ Jeff Booth (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: Jeff's thoughts on the supply chain impacts How he sees central bankers adjusting policy moving forward What another liquidity crisis might look like Equity valuations The idea of smaller amounts of debt in the system in a post-bitcoinized world How will the typical workforce deal with such an event What kind of timeline until something like this could happen Does the world become more unified under a Bitcoin standard *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Jeff Booth's Twitter Jeff's Book, The Price of Tomorrow Impress your audience and yourself. Enjoy presentations for free with Canva. Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout. Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood. You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Earn 1-100% back (or a shot at a whole bitcoin) on every purchase with the Fold Spin+ card. Get 20% off the Spin+ annual fee for being a listener of The Investor’s Podcast. Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today. Transform how you drive business results and connect with customers with Snap AR. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 17, 2021

70 min

TIP396: China and the Macro Impact w/ Kyle Bass

IN THIS EPISODE, YOU’LL LEARN: 04:19 - The early days of Hayman Capital. 21:01 - Bitcoin, gold, and central bank digital currencies. 23:30 - Why Kyle is protecting his capital by buying farmland. 41:47 - Chinese real estate, demographics, accounting concerns. 50:11 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Hayman Capital Management's Website. Kyle Bass' Twitter. Trey Lockerbie's Twitter. Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool. Impress your audience and yourself. Enjoy presentations for free with Canva. Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout. Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. Get $50 off your Drinkworks Home Bar this holiday season. Now through December 5, save $50 on the Home Bar with promo code HOMEBAR50. Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood. Make your home safe with Simplisafe and get 40% off today. Indoor and outdoor cameras, comprehensive sensors, you name it. Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Earn 1-100% back (or a shot at a whole bitcoin) on every purchase with the Fold Spin+ card. Get 20% off the Spin+ annual fee for being a listener of The Investor’s Podcast. Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today. Transform how you drive business results and connect with customers with Snap AR. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 14, 2021

56 min

TIP395: Option Strategies and Building a Billion Dollar Business w/ Tom Sosnoff

IN THIS EPISODE, YOU’LL LEARN: 01:47 - Tom’s billion-dollar entrepreneurial journey. 19:12 - How to identify companies with high implied volatility and expected return and what that means. 20:12 - How layering options on top of buy and hold strategies can help generate income whether markets are up, down, or sideways. 31:54 - The optimal time to buy and sell an option. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES: TastyTrade website. Tastyworks website. Trey Lockerbie Twitter. Impress your audience and yourself. Enjoy presentations for free with Canva. Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout. Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist. Get $50 off your Drinkworks Home Bar this holiday season. Now through December 5, save $50 on the Home Bar with promo code HOMEBAR50. Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood. Make your home safe with Simplisafe and get 40% off today. Indoor and outdoor cameras, comprehensive sensors, you name it. Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement. Get access to some of the most sought-after real estate in the U.S. with Crowdstreet. Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins. Earn 1-100% back (or a shot at a whole bitcoin) on every purchase with the Fold Spin+ card. Get 20% off the Spin+ annual fee for being a listener of The Investor’s Podcast. Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today. Transform how you drive business results and connect with customers with Snap AR. Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month! Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors. HELP 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! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

November 12, 2021

44 min