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

IN THIS EPISODE, YOU’LL LEARN: Why Joe Kelly founded Unchained Capital Management Why are people willing to borrow at such high interest rates when traditional borrow has such low interest rates What direction do they see interest rates going in the coming year When will people be able to make deposits and earn interest while still controlling 1 of 3 private keys Where do they see the space in 5 y...

In 2020, there were six companies that made up 25% of the S&P 500 and you know which ones they are: Facebook, Amazon, Apple, Netflix, Google, and Microsoft. The common denominator driving the growth for all of these companies is Artificial Intelligence. Google’s CEO, Sundar Pichai has described the development of AI as “more profound than fire or electricity,” but it is still very misunderstood. E...

IN THIS EPISODE, YOU’LL LEARN: Adam and Plan B's opinions on the current market conditions What Adam and Plan B believe is causing the massive contango trade What Adam and Plan B think the implications of the contango trade could mean for Bitcoin moving forward Where they think we are currently at in the market cycle Thoughts on Bitcoin Fungibility Bitcoin Hashrate drop Lightning adoption Why do y...

On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how retail investors can clone it. IN THIS EPISODE, YOU'LL LEARN: Why 2020 has been the year where Mohnish Pabrai learned the most since he found Warren Buffett in 1994 Why the Spawning framework is, and why it’s better than buying back shares Where Mohnish wo...

IN THIS EPISODE, YOU'LL LEARN: Alex got started in Bitcoin many years ago How the Human Rights Foundation (HRF) thinks Bitcoin can help Bitcoin, hashing, and China What are the biggest barriers to entry for people in less fortunate areas Bitcoin in Venezuela, Turkey and other areas that have high levels of debasement Lightning network versus on chain Bitcoin Alex's thoughts on privacy compared to...

On today’s show, Stig has invited famous investor Chris Bloomstran from Semper Augustus to teach us a masterclass about valuation techniques. It’s no surprise that Chris Bloomstran is heavily followed on Dataroma alongside investors like Warren Buffett and Howard Marks. IN THIS EPISODE, YOU'LL LEARN: How to value a company’s equity portfolio  4 methods to estimate the intrinsic value of Berks...

IN THIS EPISODE, YOU'LL LEARN: How did Dr. Back discover Proof of Work (PoW)? Is Proof of Work a vital component of Bitcoin's price floor Blockstreams new initiative into mining Blockstreams new issuance of a debt note that pays Bitcoin coupons Using digital tokens on liquid for registry purposes for the note How mining can reduce volatility while still capturing significant upside Dr. Back's thou...

On today’s show, Stig talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become rich but how to improve the way we think, reach decisions, assess risk, build resilience, and turn uncertainty to our advantage. The best investors are master game players who consciously maximize their odds of long-term success in markets...

IN THIS EPISODE, YOU'LL LEARN: What were some early lessons that Greg learned that shaped the way he sees the investing world How does he think about the long-term debt cycle How can Bitcoin potentially impact the fixed income market How can convertible bonds become a catalyst for further Bitcoin adoption What are his thoughts on the contango trade His thoughts on the current sell-off in bonds and...

On today’s episode, Trey sits down with Alex Lieberman, the co-founder and CEO of the wildly popular email newsletter company, Morning Brew. Alex comes from a family with a career history in finance, but set out on his own to pursue Morning Brew, and recently sold it to Business Insider for $75 million dollars. If you want to invest like Warren Buffett, you have to become a student of business, an...

IN THIS EPISODE, YOU'LL LEARN: What is a quantum computer and why is it important for the future How does quantum computer threaten encryption What is a Bloch Sphere and why is it important Why is quantum so good at solving specific problems What is the potential timeline for Quantum to achieve the processing required to pose a threat to Bitcoin What other application are there for Quantum compute...

In today’s episode, Trey sits down with Ted Seides to talk about how the world’s elite money managers lead and invest. Ted has had an incredible career as an allocator, having started under the tutelage of David Swensen of the Yale Endowment, before starting his own multi-billion dollar alternative investment firm.  IN THIS EPISODE, YOU'LL LEARN: The playbook for Chief Investment Officers of...

IN THIS EPISODE, YOU'LL LEARN: What is Bitcoin's second layer? Where does lightning labs fit into the second layer What is Lightning pool? How is liquidity managed on the second layer Why does a person have an incentive to run a node Why open channel with other nodes What are the nodes that will benefit the post from opening many channels What are the incentives for people to use lightning What wi...

In today’s episode, Trey sits down with billionaire, Jim Mellon. They discuss Jim's new book, “Moo’s Law". The book is about the future of food and how we, as investors, can profit. CNBC has referred to Jim as “Britain’s answer to Warren Buffett” and he brings a wealth of knowledge to this very wide-ranging discussion. IN THIS EPISODE, YOU'LL LEARN: Jim Mellon’s framework for the current market co...

IN THIS EPISODE, YOU'LL LEARN: What is a Discrete Log Contract (DLC) How is this different than other smart contract platforms like Root Stock (RSK) What does this mean long term How does this apply to the Lightning Network What does this mean for Ethereum and Binance Smart Chain (BSC) How do Oracles work with DLCs BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meanin...

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. All three guests are highly successful asset managers. They’re discussing why it’s too simplistic to argue that low-interest rates are pushing up stock prices and much more.  IN THIS EPISODE, YOU'LL LEARN: How and why C...

IN THIS EPISODE, YOU'LL LEARN: Charles' thoughts on how to value Bitcoin What are hash ribbons What are some Macro factors he's paying attention to What is the contango trade Bitcoin's price floor and how it relates to energy costs Top 3 investing lessons Bitcoin Tail Risks BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig...

In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to start his own fund, Tourbillon Capital, which at its peak managed over $4 Billion in AUM. Along the way, he helped his f...

IN THIS EPISODE, YOU'LL LEARN: Dan's Thoughts on the Overall Macro Landscape Bitcoin's potential Super-cycle Kraken exchange data and Bank Charter Comparing Yield opportunities in lending and Lighting Pool His opinion on non-financial use cases for blockchains Where we are at in the technology adoption curve Bitcoin's security model once the block reward diminishes BOOKS AND RESOURCES Join the exc...

Trey Lockerbie is joined by legendary investor, Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced spectacular returns for over 3 decades.  He is also the author of investing classics like The Little Book that Beats the Market, and You Can Be a Stock Market Genius. On top of that, he is a professor at Columbia University, where he teaches valu...

IN THIS EPISODE, YOU'LL LEARN: What are the primary differences between peer to peer lending/borrowing and centralized lending How is HodlHodl different than solutions being provided on platforms like Ethereum Do lenders even care about what borrowers are doing with the funds? What are some of the risks associated with peer to peer lending/borrowing How does HodlHodl manage regulator constraints W...

 On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.  IN THIS EPISODE, YOU’LL LEARN: Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for  Why...

IN THIS EPISODE, YOU'LL LEARN: Does China control all the Bitcoin mining? Bitcoin uses so much energy, isn't that an issue? How Bitcoin is increasing productivity by reducing methane flaring How Bitcoin is slowly changing the power grid (for the better) Is it better to invest in Bitcoin mining or just buy Bitcoin How likely is it until we start to see homes equipped with energy efficient tools to...

On today’s show, we speak with Mr. Ian Formigle, about the COVID-19 impact and how to identify value in commercial real estate.  Ian has over 24 years of experience in the Real Estate market, while his company has over 400 offerings with over $13 billion in commercial real estate. IN THIS EPISODE, YOU'LL LEARN: How to value commercial real estate How to take advantage of the trends not fully...

IN THIS EPISODE, YOU'LL LEARN: What are the basics of how Bitcoin lending works What is over-collateralization What are some of the risks w/ Blockfi How does Blockfi protect against institutional lending that isn't over-collateralized How does Blockfi manage the escrow for depositors What is the future going to bring for Blockfi Does Zac Prince think lending rates will go higher BOOKS AND RESOURCE...