The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a CAGR of 9.2% after fees (10.0% before fee) since his fund's inception on 2/28/1999 compared to 8.1% for the S&P500.  There is no one in the space we respect as much as Chris Bloomstran when evaluating the intrinsi...

In today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian Feroldi is a financial educator and a writer for the Motley Fool. Be sure to check out Episode 375 where Brian and Trey discussed how he creates an investing checklist. Brian has written a new book titled Why Does the Stock Market Go Up? It’s a simple breakdown of questions you have likely had along your investing journey.  IN THIS...

IN THIS EPISODE, YOU’LL LEARN: 01:31 - What market indicators are surprising Lawrence the most right now? 09:17 - The energy market in a time of war. 09:17 - What are his thoughts on the equity "melt-up" thesis? 18:55 - If gold can't rally in this environment, when can it? 34:01 - The battle between deflation and inflation. 39:21 - What are some key knowledge points to watch out for? 44:11 - What...

IN THIS EPISODE, YOU’LL LEARN: 04:02 - How Warren Buffett already read financial statements when he was a kid. 12:05 - Why Warren Buffett was sitting behind the counter at the local steakhouse collecting receipts, and how that lead to one of his best investments. 24:13 - How a gentleman that counted sheets of toilet paper convinced Warren Buffett to work with him. 25:41 - Why Warren Buffett never...

Trey Lockerbie chats with Zack Oliva. Zack is an attorney by trade who runs his own 30 person law practice out of Houston. He’s also been a lifelong investor and has been running a partnership in the style of Buffett’s 1950’s partnerships and has been beating the market by a landslide. Trey loved getting to speak to Zack and to find someone operating within this partnership structure in modern tim...

Trey Lockerbie chats with a powerhouse duo, billionaire philanthropist, John Arnold and the cofounder of GiveDirectly, Michael Faye. They discuss Billionaire Philanthropy Strategies and much more! IN THIS EPISODE, YOU'LL LEARN: 02:57 - John's relationship with money and experience with philanthropy. 07:48 - John's experience as an early employee at Enron, becoming the head of their natural gas tra...

IN THIS EPISODE, YOU’LL LEARN: 12:30 - Recently the Senate is directing the State Department to investigate the economic impact Bitcoin is having on El Salvador - what is going on here? 34:09 - What interview was the most memorable for Alex's new book? 35:10 - Alex's thoughts on how financial privilege blinds people to Bitcoin's true impact. 50:04 - Alex's comments on the cypherpunk movement and w...

IN THIS EPISODE, YOU'LL LEARN: How Joel Greenblatt crushed the market by making big, bold bets on cheap stocks. How a freak investment disaster taught him never to forget that bad things happen. Why he believes that the greatest investors tend to have “a screw loose.” How he handles the emotional pain and stress of investing. Why he never bought Bitcoin—and has no regrets about it. How he made a k...

IN THIS EPISODE, YOU'LL LEARN: 02:58 - What peak performance looks like. 13:58 - Why sleep is the lead domino for health and performance. 50:58 - Why the brain likes routine. 53:38 - How inflammation can be good and bad and what to do about it and How to use heat and cold treatments to boost performance. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast pla...

Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Calm and 300 others give or take. IN THIS EPISODE, YOU'LL LEARN: 01:38 - The advantages of being an outsider. 06:10 - The...

IN THIS EPISODE, YOU’LL LEARN: 01:15 - Thoughts on the dollar remaining a global reserve currency. 06:40 - How much the fixed income market and inflation is going to influence the broader market conditions. 11:55 - Will negative interest rate spreads really matter that much? 20:18 - The impact of Ukraine and Russia on supply chains. 41:48 - Yield Curve Control and what it will take to get there. 4...

IN THIS EPISODE, YOU'LL LEARN: 06:25  - Why you want the CEO to think more like a capital allocator than a traditional CEO. 09:23  - How the best capital allocators create arbitrage on their own stocks. 24:39  - Use to use debt intelligently when growing your company. 36:27 - How and why the most profitable companies do not compete on price. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Co...

Trey Lockerbie invites back the Co-Founder and Executive Chair of MorningBrew, Alex Lieberman. Alex discusses his foray into the creator economy, angel investing and building a personal moat. They also explore his journey with mental health and how it’s inspired him to launch a new podcast on the subject. IN THIS EPISODE, YOU'LL LEARN: 04:34 - The benefits of building an audience when it comes to...

Trey Lockerbie speaks with microcap expert Ian Cassel. Ian has been investing in microcaps for over 20 years & is a Co-Founder of the popular site MicroCapClub & the current CIO of Intelligent Fanatics Capital Management.  IN THIS EPISODE, YOU'LL LEARN: 03:02 - Why do microcaps get a bad wrap? 05:39 - How a few of the greatest investors got their start in microcaps. 14:46 - How to identify microca...

IN THIS EPISODE, YOU’LL LEARN: 01:06 - The importance of understanding what counterparty risk is. 15:38 - Why self-custody is so important right now. 31:20 - The main takeaways for a person in the market today. 31:20 - Retirement planning and how to think about Bitcoin in your IRA. 31:20 - Difference between self-directed IRAs and vehicles like GBTC. 51:03 - What is happening with policy decisions...

IN THIS EPISODE, YOU'LL LEARN: 04:31 - How Marks was shaped by his first experience of a stock market bubble and crash.   12:04 - How conversations with his son have led him to modify his investment principles. 18:20 - Why he came to believe that buying cheap assets is the key to successful investing.  26:01 - What is his view of the current investment environment? 36:37 - Why Marks regards emotio...

Trey Lockerbie brings back one of our favorite guests, Bill Nygren. Bill is a partner and portfolio manager at OakMark where they manage over $64B. IN THIS EPISODE, YOU’LL LEARN: 01:39 - An update on Facebook, now Meta, since our last discussion in June 2021. 11:53 - Oakmarks process to finding and vetting stock ideas. 31:58 - How they think about diversification once they’re highly allocated in a...

Trey Lockerbie chats with expert Josh Young from Bison Interests as they do a deep dive on Oil. Bison returned 350% in 2021 compared to the S&P 500’s 29% and they cover a lot of reasons why they may just be getting started. IN THIS EPISODE, YOU’LL LEARN: 01:17 - Why oil has been the most hated commodity as of late. 07:09 - Debunking myths about oil. 04:06 - Why supply levels could lag demand for t...

IN THIS EPISODE, YOU’LL LEARN: 00:59 - How Magdalena got involved in Bitcoin. 02:38 - What it was like being a supreme court-appointed bankruptcy inspector for an exchange failure. 10:29 - How events in Canada have impacted the way people view self-sovereignty. 12:57 - Her experience with the 1st Bitcoin Fund on the TSX (3IQ Bitcoin fund). 24:34 - The economic incentives that work best for policym...

IN THIS EPISODE, YOU’LL LEARN 05:02 - How an accident led Tony Robbins to discover the miracle of regenerative medicine.  08:10 - How a wave of scientific breakthroughs can revitalize your body and even save your life.  15:07 - Why it’s critical to detect health threats early with the help of new diagnostic tests. 20:45 - What simple lifestyle changes can boost your energy levels and transform you...

Trey Lockerbie sits down with Harris Kupperman, or as most would call him, “Kuppy.” Kuppy is the CEO of Praetorian Capital Management, a hedge fund that focuses on major macro themes. They discuss how Kuppy uses to buy and hold, leverage, options, futures, and indexes all in a heavily concentrated portfolio. IN THIS EPISODE, YOU’LL LEARN: 01:33 - The recent events with Russia and how buying Russia...

Trey Lockerbie chats with Jamie Catherwood. Jamie is a financial market historian, founder of the wildly popular site Investor Amnesia, and an associate at O’Shaughnessy Asset Management which manages $5.3 Billion. IN THIS EPISODE, YOU’LL LEARN: 07:20 - Historical examples of market bubbles and the Tulipmania, did it actually happen? 15:53 - Micro manias happening in the markets today and analogou...

IN THIS EPISODE, YOU’LL LEARN: 02:07 - Luke's overview of the Macro Landscape since the Russian invasion of Ukraine. 02:07 - Energy to the EU. 02:07 - China's involvement. 12:10 - Zelenskyy's unexpected response and defensive posturing. 20:33 - Crops and fertilizer impacts. 26:47 - Belarus' involvement in the war. 26:47 - Turkey blocking the entry into the Black Sea. 34:09 - Canada weaponizing the...

IN THIS EPISODE, YOU’LL LEARN: 12:08 - Why you shouldn’t enter any relationship with the intention to change that person. 15:34 - Why what you fear the most always materialize if you let it cloud your mind. 39:31 - Why Oprah turned 40 before she learned how to say no, and why you should practice it now. 43:29 - Why you should embrace the truth of your past and let it set you free. 51:02 - Why you...

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. Together, they explore the role of gold and commodities investing in a period of inflation.  IN THIS EPISODE, YOU’LL LEARN: 01:03 - Why do commodities perform well in inflationary periods? 08:55 - Why do different generations and nationalities look differently at gold? 11:26 - How to best invest in commodities....