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

IN THIS EPISODE, YOU’LL LEARN: How Mohnish accumulated business knowledge from the age of 11. Why Mohnish is one of the very best and respected investors in the value investing community. What special advantages people like Bill Gates and Warren Buffett had to become so successful. How Mohnish set up and ran a business like Warren Buffett and Charlie Munger. Why investing is not a team sport....

IN THIS EPISODE, YOU’LL LEARN: How to use Lean Six Sigma to optimize your processes. How to use Validated Learning to develop what the customer truly wants. What Innovation Accounting is and why every start-up should use it. How to develop a minimum viable product, and push it out as soon as possible. Why you should always ask “Why” 5 times when your company faces a problem. BOOKS AND RESOURCES Jo...

IN THIS EPISODE, YOU’LL LEARN: Why Berkshire Hathaway is building a small equity position in the airline industry. Why gold might be a good asset class depending on the country you live in. What has caused the sell-off in bonds and how that will influence the stock market. Why India recently took the biggest currency bills out of circulation overnight. BOOKS AND RESOURCES Join the exclusive TIP Ma...

IN THIS EPISODE, YOU’LL LEARN: Why Bill thinks some value investors miscalculate the value of Amazon Why billionaire macro investors think that bond yields might go to 6% in 12-24 months If the Enterprise Multiple is the best key ratio to filter stocks by Why Bill thinks Apple was a bad capital allocator and how they have improved since How Bill views the value of Tesla at the end of 2016 BOOKS AN...

IN THIS EPISODE, YOU’LL LEARN: Ray Dalio’s thoughts on whether the Bond Market has ended it’s Bull Streak. Why Cash might be a great call option on all asset classes. Thoughts on the current conditions of Gold. What an economic reset is and how it applies to today’s market. Why the dollar is the primary reserve currency on borrowed time. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Commun...

IN THIS EPISODE, YOU’LL LEARN: If the presidential election will have any impact on the stock market. An alternative approach to investing in an overvalued market. How to use options as a value investor. How Warren Buffett used a special investing strategy to achieve 29.5% over a 12-year period. Ask the investor: How to start your career as a value investor. BOOKS AND RESOURCES Join the exclusive...

IN THIS EPISODE, YOU’LL LEARN: What central bankers are missing when looking at monetary policy. What’s going to happen with interest rates in December. World Taxation and how it could happen. World taxation and how it could happen. What Ben Bernanke and William Dudley personally told Jim about raising rates. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful s...

IN THIS EPISODE, YOU’LL LEARN: Why we faced a crisis in 1998 and 2008, and why me might have an even bigger crisis in 2018. That the FED is leveraged 113-1, and why the IMF will be bailing out the FED during the next crisis. What “SDR money ” is and why it will become the new global currency anyone noticing it. Why the conventional economic models are wrong, and which type of science should replac...

IN THIS EPISODE, YOU’LL LEARN: How Bill Gates and Paul Allen founded Microsoft and why it couldn’t have happened without their complementary skill sets. Why Bill Gates and Paul Allen had all the right external factors on their side to become billionaires. What you might do when you retire age 30 and have more than a billion dollars. If Microsoft has the right business strategy for the future. BOOK...

IN THIS EPISODE, YOU’LL LEARN: Why the best company leaders consider themselves lucky rather than skilled, and why you should do the same. How to find the right people for your organization by asking “why” multiple times. Why and when it pays to be a pessimist in life and in business. Why the great companies would rather use technology as an accelerator, but never as a creator for their concepts....

IN THIS EPISODE, YOU’LL LEARN: Why margin debt might be a good indicator for future stock returns. Why cash and real assets like gold are the least risk right now. How Preston’s junk bond position has performed. Which monetary policy Janet Yellen should execute. Why Minsky’s theory is important for volatility trading. Ask the Investors: How do I value goodwill? BOOKS AND RESOURCES Join the exclusi...

IN THIS EPISODE, YOU’LL LEARN: If Warren Buffet can achieve a 50% return on $1 Million dollars. The importance of catalysts in value investing. Preston and Stig’s thoughts on home ownerships and REITs as investments. If you should invest in foreign bonds. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the oth...

IN THIS EPISODE, YOU’LL LEARN: Why you want the CEO to think more like a capital allocator than a traditional CEO. How the best capital allocators create arbitrage on their own stocks. Use to use debt intelligently when growing your company. How and why the most profitable companies does not compete on price. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful s...

IN THIS EPISODE, YOU’LL LEARN: How to rise to the top in the corporate world. Why you should openly rank your employees and reward them accordingly. How to provide feedback for your boss. The one question you should ask to identify the best candidate for a job. Why you should implement Lean Six Sigma. Ask the investors: How much money do I need to start investing. BOOKS AND RESOURCES Join the excl...

IN THIS EPISODE, YOU’LL LEARN: How Charlie Munger and Warren Buffett made 100s of millions of dollars by reading Dr. Cialdini’s book. Why Warren Buffett always starts his annual shareholder letter by outlining a mistake he has made in the past year. The 6 most powerful factors of influence used in marketing. What Daniel Kahneman has said is the most important thing to understand. Why and how 97% o...

IN THIS EPISODE, YOU’LL LEARN: How can an investor find a decent yield when many asset classes are overvalued. Why special situations might be the best investing approach right now. If Humana is a profitable risk arbitrage bet right now. How you can generate a steady cash flow by selling put options in great businesses. If dollar cost averaging is a good investment strategy in the current mar...

IN THIS EPISODE, YOU’LL LEARN: What “greenmail” is and how Icahn basically got paid for not taking over companies. How to conduct an activist approach to investing. Why Carl Icahn always wins in a negotiation. If Carl Icahn is truly a bear in the current market conditions. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig,...

IN THIS EPISODE, YOU’LL LEARN: How to maximize your family’s wealth. How to estimate the value of your education. What the future prospects for inflation are and how it influence your family. Why owning your own home is a consumption decision and not an investment decision. Which asset class that is the least bad right now. The difference between the public and private market. BOOKS AND RESOU...

IN THIS EPISODE, YOU’LL LEARN: How Warren Buffett used the teachings of the book to build his famous Coca-Cola position. The 15 points to look for when buying a stock. Why a hit on the earnings of a company is often a great investment opportunity. The 3 reasons to sell a stock. Why Preston and Stig put different weight on the top line and bottom line of the company. Why you might not sell a stock...

IN THIS EPISODE, YOU’LL LEARN: How to protect your business and culture from becoming obsolete. Why truly successful companies never compromise on quality. Why humility is the key to success. How to become more creative and lead a team of creative people. Why reality is subjective for leaders and employees. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful sto...

IN THIS EPISODE, YOU’LL LEARN: The most important things Preston and Stig have learned after 100 episodes. Why the financial analysis is more important than the conclusion. If macroeconomics is important for the stock investor. What Preston and Stig’s defining moments have been in their lives. How investing might look in the future. About Intrinsic Value. Whether or not investing in small-cap stoc...

IN THIS EPISODE, YOU’LL LEARN: About the business culture in China where 16 hours, 7 days a week, is not uncommon. If Jack Ma is really a Chinese Jeff Bezos – or perhaps it’s the other way around. Why the 9th biggest website in the world is completely unknown to the west. Why eBay and Yahoo failed to enter the Chinese market. Ask The Investors: If India is a good country to invest in right now. BO...

IN THIS EPISODE, YOU’LL LEARN: The three things that drive habit loops. How your mind starts anticipating certain behaviors before it even occurs. How powerful your habits can become in controlling your everyday life. What keystone habits are. The Story of Michael Phelps. Question from the audience: Value Investing Versus Index Funds. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community...

IN THIS EPISODE, YOU’LL LEARN: Why and how bubbles are created by credit How international central banks manipulate currencies Why the US government benefits from the FED artificially keeping the interest rates low Why the monetary system had changed fundamentally since the Bretton Woods agreement was broke How the private investor should react to the new monetary system BOOKS AND RESOURCES Join t...

IN THIS EPISODE, YOU’LL LEARN: Who is Phil Knight? What is the story behind Nike? What led to Nike’s success? What made Phil Knight a billionaire? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Feel free to read our free executive summary of the book, “Shoe Dog.” Phil Knight’s boo...