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

On today’s show we talk about billionaire Jim Simons and how he achieved a 66% annual return since 1988. We have Best Selling author and Wall Street Journal reporter, Gregory Zuckerman, on the show. IN THIS EPISODE YOU’LL LEARN: How Jim Simons’ fund has performed 66% annually since 1988. How to make money when you’re only right 51% of the time. Why there are fewer inefficiencies in the market than...

On today’s show we talk to X-Prize Founder and Chairman, Peter Diamandis. He is accompanied by Best Selling author, Steven Kotler, and they talk about the technology boom that's going to happen in the next ten years.  IN THIS EPISODE YOU’LL LEARN: Which major industries will be disrupted most over the next 10 years and how. Why we have an abundance problem rather than a scarcity problem....

On today’s show we talk to valuation expert Dan Ferris about determining the value of a company in the mineral industry.  IN THIS EPISODE YOU’LL LEARN: Why it’s so difficult to invest in mining stocks How to build a relationship with the management with a small-cap company, why it might not be advantageous. How to understand the market for mining royalties How to estimate the intrinsic value...

On today’s show we talk to NBA owner & NYT Best Selling Author, Jesse Itzler. IN THIS EPISODE YOU’LL LEARN: Why Jesse Itzler is still doing hard things when he doesn’t need to? Why you need to “Say it to grow rich” What surprised Jesse Itzler the most from owning a professional sports team Why Jesse has hired a personal coach to learn names  BOOKS AND RESOURCES Join the exclusive TIP Mastermi...

On today’s show we talk to Jack Vogel about Factor Based Investing. IN THIS EPISODE YOU’LL LEARN: What is factor investing? Which factors have historically performed best? Which factors perform best in bear markets? Should you invest in one or multiple factors at the same time? Ask The Investors: What is the Relative Strength Indicator, and how do I use it?  BOOKS AND RESOURCES Join the exclu...

IN THIS EPISODE YOU’LL LEARN: What is over the counter stocks and how to invest in them What a dark stock is, and why they are mispriced Why you should look for companies trading at a negative enterprise value How can to build a position in companies with a market cap with less than $50M Why David Flood is using Google Satellites photos in his stock research Ask The Investors: Is passive investing...

On today’s show, we talk to Sean Stockton about the intrinsic value of First Republic Bank (FRC) IN THIS EPISODE YOU’LL LEARN: What is the intrinsic value of First Republic Bank Why First Republic Bank can be seen as a retail business with a superior franchise How to value banks, and the importance of price to tangible book value Which key ratios to use to evaluate performance and debt levels of b...

On today’s show we talk to David Stein about his new book and how to construct the optimal portfolio.   IN THIS EPISODE YOU’LL LEARN: How to construct the optimal portfolio How to determine the expected return, upside, and downside of an asset class If you should ever be 100% invested in stocks? Why you should consider owning more than a dozen asset classes. Ask The Investors: How should...

On today’s show we talk to Mark Yusko about the endowment model of investing and his years of peak performance in the markets.  IN THIS EPISODE YOU’LL LEARN: How to invest link an endowment Why innovation in an asset class. Why portfolio construction is the most overlooked activity while security selection is the most overvalued activity Why asset allocation drives returns more than security...

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: The group’s intrinsic value assessment of $T, $STMP, and $RELIANCE Why now is the time to short Vonage Holdings Corp? Why activist Elliot Management is taking a position in AT&T Why Stamps.com might still be undervalued after the stock just soared 60% If Reli...

On today’s show we talk to Commercial Real Estate expert, Ian Formigle. IN THIS EPISODE YOU’LL LEARN: How to turn commercial real estate into passive income Why all stock investors should consider including commercial real estate in their portfolio What are the major risk factors of investing in commercial real estate? What are the value drivers behind commercial real estate, and how is it differe...

On today’s show we talk to macro economist Luke Gromen about the current issues being seen in the REPO market.  IN THIS EPISODE YOU’LL LEARN: What is the REPO rate and why it’s important for you. How the regulations from the 2008 financial crisis have changed the markets today How to position yourself in today’s volatile financial markets Why the stock market will soar and not the opposite if...

On today’s show we talk about investing in Gold with the CEO of APMEX, Ken Lewis. APMEX is the largest precious metals retailer in North America. IN THIS EPISODE YOU’LL LEARN: Understanding the drivers behind gold How to combine blockchain security and gold purchase Why there are different types of gold and what is ideal for you The current market conditions for the gold price  BOOKS AND...

On today's show, we talk to Bitcoin statistics expert, Plan B. Plan B is an anonymous member of the Bitcoin community and he has a quant background with a multi-billion dollar international hedge fund.  IN THIS EPISODE YOU’LL LEARN: How to value Bitcoin based on the stock to flow ratio What the Bakkt exchange is and why it will change the landscape of Bitcoin Why it’s important to unders...

On today's show, we talk to leading Bitcoin expert, Dr. Saifedean Ammous about how Bitcoin works and what problems it attempts to solve. Dr. Ammous is the author of the Bitcoin Standard.   IN THIS EPISODE YOU’LL LEARN: Why a higher demand for Bitcoin indirectly makes the currency more secure and in turn a better store of wealth Why the adoption of a deflationary currency like Bitcoi...

On today's show, we talk to Tobias Carlisle about the future of value investing and how to conduct short selling on mega-growth company, Netflix.   IN THIS EPISODE YOU’LL LEARN: If now is a good time to short Netflix How to value Netflix Why value investing has been underperforming for a long period of time Why the price to book is not a good indicator for outperformance BOOKS AND RESOUR...

On today's show, we talk to Eric Cinnamond about determining the value of three small CAP companies. IN THIS EPISODE YOU’LL LEARN: How to assess the intrinsic value of Natural Gas Services ($NGS) How to assess the intrinsic value of Gencore Industries ($GENC) How to assess the intrinsic value of Crimson Wine Group ($CWGL) How to value a company based on high asset value How to identify that you ar...

On today's show, we talk to Raoul Pal who's the founder of the global financial media company, Real Vision.   IN THIS EPISODE YOU’LL LEARN: Why Quantitative Easing is very likely in the fourth quarter of 2019 The full picture of the global debt situation How Central Banks are all connected The outlook for Bitcoin and Gold BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to...

On today's show, we talk to investing expert, Bill Nygren, about companies like Google, Mastercard, and Netflix. IN THIS EPISODE YOU’LL LEARN: How to value Alphabet Inc. and why it’s undervalued Why Mastercard and Netflix might be good investments Why P/E is not a good indicator when comparing valuation and competitive advantage How to identify a shareholder friendly management Ask The Investors:...

On today's show, we talk to investing expert, Jesse Felder, about the intrinsic value of Bed Bath and Beyond. IN THIS EPISODE YOU’LL LEARN: How to asses the intrinsic value of Bed Bath & Beyond Why Bed Bath & Beyond is shorted so heavily and why it’s an advantage for you as a long investor  How to make money in a commoditized business with no moat Why Bed Bath & Beyond could be taken private...

On today's show, we talk to Bitcoin expert, Trace Mayer.   IN THIS EPISODE YOU’LL LEARN: How to value bitcoin using the Mayer Multiple Why bitcoin is about bringing trust to a new monetary system How bitcoin might look in 5 years from now How to think about the energy consumption of bitcoin BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock inve...

On today's show, we talk to macro investing expert, Luke Gromen, about the current market conditions. IN THIS EPISODE YOU’LL LEARN: Why we’re not a typical credit cycle. The bull and bear case of commodities Why the bond market should have higher yields than it has today Which big tech stock to invest in and why  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in mea...

On today's show, we play questions and answers from billionaire Michael Bloomberg. IN THIS EPISODE YOU’LL LEARN: Michael Bloomberg’s top best advice for a successful business career Michael Bloomberg’s advice to young entrepreneurs What Michael Bloomberg’s childhood was like How Michael Bloomberg started his own company Ask The Investors: Why is inflation good if you borrow money? NEW TO THE SHOW?...

On today's show, value investing expert John Huber provides an intrinsic value assessment of Facebook.   IN THIS EPISODE YOU’LL LEARN: How to estimate the intrinsic value of Facebook The projection of the future growth of Facebook What the main threat to Facebook is How to assess the competitive situation between Google, Facebook, and Amazon Ask The Investors: Is knowing how to estimate...

On today's show, our mastermind group talks about four different stock ideas that might outperform the market. IN THIS EPISODE YOU’LL LEARN: The group’s intrinsic value assessment of $IGGGF, $RP, $SLACK, $AUBN, and $WORK If I Got Games is truly as cheap as the numbers indicate Whether now is the best time to short RealPage If Slack has a sustainable business model Why Auburn National Bancorporatio...