We Study Billionaires - The Investor’s Podcast Network

Anil Patel talks about his new book, The Bitcoin Handbook. There are many different fields of study Bitcoin touches that it can be difficult for …

In this episode, William Green chats with hedge fund manager Christopher Begg, who is the CEO, Chief Investment Officer, & co-founder of East …

On today’s episode, Clay reviews one of Warren Buffett’s favorite investment books called The Outsiders by William Thorndike Jr.

IN THIS EPISODE …

In part two of Preston Pysh's discussion with Tuur Demeester, they go deep into Tuur's latest report on why right now in particular is a great time …

On today’s episode, Clay chats with John Jennings about his new book - The Uncertainty Solution. 

John Jennings is President and Chief Strategist of …

On today’s episode, Clay Finck brings back Tavi Costa to chat about the beginning of a commodity supercycle. Tavi gives a masterclass in why we are …

In this first of a two-part series, Preston Pysh and Tuur Demeester cover all the talk about the inscriptions and the high fees that we’re currently seeing on layer one of the network. They also talk about scalability …

On today’s show, we have the honor of interviewing legendary real estate investor and entrepreneur, Sam Zell.

Sam Zell has an impressive background, having started his career in real estate in the late 1960s. He is the …

In this episode, Clay Finck presents his favorite clips from the 2023 Berkshire Hathaway annual shareholder meeting, featuring insightful responses …

Alex Gladstein previously discussed his groundbreaking article on the IMF and the World Bank. On today's episode, he is back with even more as he’s …

On today’s show, Stig Brodersen talks with legend investor Mohnish Pabrai. In the interview, Mohnish Pabrai generously shares his investment framework and touches on various stocks, including Alibaba, Constellation …

On today’s episode, Clay Finck does analysis on two high-quality compounders – Topicus.com and Copart. Topicus.com is a spin off of Constellation Software and is at a size similar to what CSI was back in 2010. They …

Preston Pysh interviews the author of one of his favorite books of all time, Kevin Kelly. Kevin is the founding editor of the global brand Wired Magazine. In this episode, they talk about all the interesting ideas about …

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 11.5% since his fund's …

On today’s episode, Clay wraps up his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 5 and the final episode of our review of this incredible book. This episode is jam packed with …

Preston Pysh and Dylan LeClair cover Dylan's use of AI, programming, and on-chain analytics, what's driving the recent surge we've seen in the Bitcoin price since the start of the year, and what he's personally paying …

In this episode, William Green talks with Jason Karp, a prodigiously talented investor & entrepreneur whom he also profiled in his book, “Richer, Wiser, Happier.” Jason founded Tourbillon Capital Partners, where he …

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 4 of our review of this incredible book.

Gautam Baid is the Managing Partner and Fund Manager of …

David Bailey and Preston Pysh get into an in-depth conversation about the GBTC Bitcoin Trust and all of the issues it's had over the past year and a half.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:29 - What backs …

In this episode, William Green chats with Samantha McLemore, the founder of Patient Capital Management. After graduating magna cum laude from Washington & Lee University, she was hired by investing legend Bill …

Trey Lockerbie invites the renowned Howard Marks, known for establishing Oaktree Capital with $140B in AUM and earning a reputation as an investing legend for his consistent performance, unconventional investments, and …

James Lavish comes with decades of experience as a fixed income investor, and overall Bitcoin educator. On today’s show, Preston talks to James about …

On today’s episode, Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book.

Gautam Baid is the Managing Partner and Fund Manager of …

On today’s episode, Clay sits down with Chris Mayer to discuss the lessons from his book - 100 Baggers.  

Chris is the author of 100 Baggers, and the …

Trey Lockerbie welcomes back billionaire and legendary investor Mr. Jeremy Grantham. Jeremy has a reputation for accurately predicting future events, including nearly every single bubble bursting over his career. During …

Preston Pysh and Pierre Rochard talk about the current draft bill in Texas that's trying to limit Bitcoin mining and what this means in the broader context of state's rights and their competition between local …

On today’s episode, Clay Finck sits down with Daniel Gallancy to chat about the evolution of capital markets and how equity crowdfunding allows …

In this episode, William Green chats with Tom Gayner, one of the great long-term investors of our time. Tom is the CEO of the Markel Corporation, a …

Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well …

Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other …

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down …

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” They discuss what has made them Richer, Wiser, or Happier in the past quarter.

IN THIS EPISODE YOU’LL LEARN:

00:00 …

Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more.

Ian is the Chief Investment Officer of …

Preston Pysh sits down with global macro and security intelligence thinker, Matthew Pines to talk about China and its deeply manipulated market …

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. 

Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment …

William chats with renowned hedge fund manager Guy Spier. Since launching the Aquamarine Fund in 1997, Guy has beaten the S&P 500 by 200 percentage points & the MSCI World index by 364 percentage points. He’s …

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!

Kristof is …

Preston Pysh sits down with Steven McClurg, who’s the CIO at Valkyrie, and just an all-around brilliant macro thinker, to talk about the multiple …

On today’s episode, Clay Finck reviews Gautam Baid’s book, The Joys of Compounding. 

Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership …

Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what …

Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!

Graeme …

Preston Pysh takes his top five favorite moments and lessons learned about Bitcoin since starting the Bitcoin Fundamentals Podcast in 2020. 

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

00:56 - Preston's 1st pick: Michael …

On today’s episode, Clay Finck does a deep dive into Constellation Software (Ticker: $CSU). 

Constellation Software is a Canadian holding company that …

Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.

Richard is the Founder and CEO of The Family Office Club, which is the #1 …

Preston Pysh is joined by Bitcoin miner, investor and strategic thinker, Harry Sudock. They talk about the current status of the mining industry and how they're dealing with an all-time high hash rate combined with …

On today’s episode, Clay Finck reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.

Joel is an …

Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he added Spotify as …

Trey talks to New York Times bestselling author William Cohan about GE's history, including founder Thomas Edison, Jack Welch's controversial career & successes, Warren Buffett's investment on GE, and much more!

…

There has been a lot of news coverage on Sam Bankman-Fried and the FTX disaster and all the pieces that led to its final meltdown. Mark Goodwin is the writer of the newly released article covering all the ins and outs …

On today’s episode, Clay Finck discusses the investment philosophies and framework of Terry Smith, who is the founder and CEO of Fundsmith and also known as the Warren Buffett of Great Britain. 

Smith started Fundsmith …

William chats with Ray Dalio, one of the most successful investors of all time. Ray, whose net worth is estimated at $19.1 billion, founded the …

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also …

Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content around why Bitcoin is so important, how we're at the start of the …

On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some …

Stig Brodersen has invited back investment expert Cullen Roche to discuss how to optimize your portfolio for financial independence and sleeping well …

Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity …

Pierre Rochard comes back to the show to do a deep dive into ordinals and the impact of people being able to put NFTs onto the base layer of the …

On today’s episode, Clay reviews Warren Buffett’s shareholder letters and shares his takeaways, and distills some of the biggest lessons he learned. …

William Green showcases some of the most valuable insights from four investing superstars who have recently appeared on the Richer, Wiser, Happier podcast: Joel Greenblatt, Bill Miller, Howard Marks, & François …

Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of …

Preston Pysh is joined by Bitcoin Lightning expert Justin Rezvani. Justin is a Forbes 30 under 30 and has some fascinating stories as a tech …

Clay reviews Guy Spier’s book, The Education of a Value Investor. Guy Spier is a renowned hedge fund manager who has beaten the S&P 500 by almost 250 percentage points since launching the Aquamarine Fund in 1997. He …

Trey chats with Eddy Elfenbein, a portfolio manager and editor of the blog Crossing Wall Street. They discussed his Buy List for 2022 and reviewed …

Lyn Alden and Alyse Killeen talk about all the emerging businesses and ideas currently happening in the Bitcoin Lightning Network and where they see the space moving in the coming 12 to 24 months.

IN THIS EPISODE, YOU’LL …

On today’s episode, Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. Mohnish is one of our very favorite investors to study here at TIP as …

Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Patrick is a self-made …

Preston Pysh interviews Lyle Pratt, an entrepreneur of multiple successful businesses, and a telecommunications and spam expert. They talk about the …

IN THIS EPISODE, YOU'LL LEARN:

00:00 - Intro

05:11 - Aswath’s two primary methods for valuing a company.

05:40 - The general truths about valuations …

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:31 - How Inflation has been winning the tug of war with Deflation, but not for long.

23:58 - The …

We interview and study famous financial billionaires including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.

We Study …

IN THIS EPISODE, YOU’LL LEARN:

00:00 - intro

01:37 - What's the mastermind's thoughts on FTX and SBF?

10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?

14:37 - What's the group's thoughts on Binance?

15:04 - …

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:54 - What it means to have a “Money Mind”.

10:08 - How Warren's father’s Libertarian viewpoints rubbed …

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

10:14 - What Fred Martin discovered about mitigating risk as a Navy officer in the Vietnam War.

14:22 - How …

IN THIS EPISODE, YOU'LL LEARN:

• 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham.
• 07:52 - Why Michael Mauboussin says you have to …

IN THIS EPISODE, YOU’LL LEARN:

• 01:54 - So what is Nostr?
• 03:50 - It seems like the protocol is optimized around simplicity, is that it?
• 06:30 - What …

IN THIS EPISODE, YOU'LL LEARN:

• 05:27 - How everyday people can actually have an advantage investing in stocks over those on Wall Street.
• 13:15 - …

IN THIS EPISODE, YOU'LL LEARN:

• 01:19 - How to live a life with integrity.
• 01:38 - How to live a life with honesty.
• 18:06 - How to live a life that is …

IN THIS EPISODE, YOU’LL LEARN:

• 01:45 - Oakmark’s framework for navigating the current market.
• 12:09 - Bill’s updated thoughts on Meta and Bank of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:53 - What is Nostr and why is it so important to Bitcoin and free speech?
• 05:31 - Japan adjusting their YCC peg to a …

IN THIS EPISODE, YOU’LL LEARN:

• 03:36 - TSM’s business model and competitive advantages.
• 07:13 - All about the critical role semiconductors play in our …

IN THIS EPISODE, YOU’LL LEARN:

• 04:04 - How John Spears became obsessed with investing when he was 12 years old.
• 11:34 - How skipping school to meet an …

IN THIS EPISODE, YOU’LL LEARN:

• 05:56 - Indicators that Joe watches to forecast market moves.
• 13:19 - Why the Fed pivot might take much longer than many …

IN THIS EPISODE, YOU’LL LEARN:

• 01:36 - What are some of the most important things happening in the Bitcoin space right now?
• 08:18 - Thoughts on paper …

IN THIS EPISODE, YOU'LL LEARN:

• 00:02:34 - How Jeff Bezos came to discover the incredible opportunities on the Internet in the early 1990s.
• 00:09:58 - …

IN THIS EPISODE YOU’LL LEARN:

• 01:08 - Why the interest rate is putting a price on time.
• 14:50 - Why John Law is the most extraordinary person in the …

IN THIS EPISODE, YOU’LL LEARN:

• 01:34 - How to apply probabilistic thinking when approaching investing.
• 14:26 - Will’s structure for the “perfect …

IN THIS EPISODE, YOU’LL LEARN:

• 01:07 - What has been happening at Unchained Capital since the FTX blow-up?
• 07:13 - What are some of the most common …

IN THIS EPISODE, YOU’LL LEARN:

• 04:38 - How Airbnb originally started and its keys to becoming a $60 billion company.
• 07:13 - Why getting into …

IN THIS EPISODE, YOU’LL LEARN:

• 06:06 - What Tsoknyi Rinpoche learned from his extraordinary father, Tulku Urgyen Rinpoche.
• 21:26 - Why it helps not to …

IN THIS EPISODE, YOU’LL LEARN:

• 01:30 - An overview of investment banking and private equity.
• 04:45 - Why you should consider allocating some of your …

IN THIS EPISODE, YOU’LL LEARN:

• 05:50 - So what is the intended mission of these organizations (IMF and World Bank)?
• 25:16 - What is Structural …

IN THIS EPISODE YOU’LL LEARN:

• 01:24 - What are the primary drivers of inflation in 2022.
• 08:34 - How different asset classes perform during …

IN THIS EPISODE YOU’LL LEARN:

• 02:36 - What is the Berkshire Hathaway Annual Shareholder’s meeting
• 30:19 - How do you attend the Berkshire Hathaway …

IN THIS EPISODE YOU’LL LEARN:

• 02:42 - David’s take on the current bear market and how to keep calm.
• 09:14 - Assessments of Netflix.
• 19:02 - The new era …

IN THIS EPISODE, YOU’LL LEARN:

• 01:14 - Paper Bitcoin and what's causing the massive sell-off.
• 08:52 - How Silicon Valley VC fed the "Crypto" scam.
• 09:51 …

IN THIS EPISODE YOU’LL LEARN:

• 00:04:24 - How Dalio defines credit and debt.
• 00:08:55 - Why too much debt can be an issue for the global economy.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 03:07 - How Joel Tillinghast fell in love with investing as a boy of eight or nine.
• 07:51 - What he learned from his …

IN THIS EPISODE YOU’LL LEARN:

• 01:43 - What Mohnish has learned from his friendship with Charlie Munger.
• 10:24 - Why and how Mohnish Pabrai uses his …

IN THIS EPISODE, YOU’LL LEARN:

• 01:21 - Cory's one over the world view of everything happening after the FTX bankruptcy.
• 07:49 - What are the issues …

IN THIS EPISODE YOU’LL LEARN:

• 00:01:50 - The biggest investing lessons from Howard’s book, The Most Important Thing.
• 00:03:07 - How to apply …

IN THIS EPISODE, YOU'LL LEARN:

• 01:16 - The mastermind group’s view on the current market conditions.
• 18:41 - Why Hari is bullish on Meta (Ticker: FB), …

IN THIS EPISODE, YOU'LL LEARN:

• 02:09 - Why Banks are at serious risk of losing deposits.
• 09:25 - Why the ECB is changing its tune on monetary policy.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:14 - What got Luke into writing profound articles around Bitcoin.
• 02:48 - Luke's opinions on various long-term cycles.

IN THIS EPISODE, YOU’LL LEARN:

• 05:54 - How Warren Buffett and Charlie Munger met.
• 07:07 - Why it’s important to embrace lifelong learning.
• 09:27) - Why …

IN THIS EPISODE, YOU’LL LEARN:

• 02:51 - How François Rochon began his market-beating investment journey three decades ago.
• 08:12 - How the “margin of …

IN THIS EPISODE, YOU'LL LEARN:

• 17:01 - Bill’s early crucibles that helped him evolve into an empathetic leader. 
• 30:25 - How to find your own True …

IN THIS EPISODE, YOU’LL LEARN:

• 01:04 - A recap of the Lummis Gillibrand Bill.
• 05:32 - What is the Digital Commodities Consumer Protection Act of 2022 …

IN THIS EPISODE, YOU'LL LEARN:

• 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.
• 05:37 - Why we …

IN THIS EPISODE, YOU'LL LEARN:

• 08:06 - How today’s economy compared to the early eighties when Bernie was co-founding Home Depot.
• 14:11 - Bernie’s …

IN THIS EPISODE, YOU’LL LEARN:

• 01:13 - Austin Mitchell's Background and research in the energy sector.
• 10:40 - What problems do energy companies …

IN THIS EPISODE, YOU'LL LEARN:

• 06:31: - The opportunities and risks of investing in Dollar General & Apple.
• 07:34 - Clay’s assessment of the …

IN THIS EPISODE, YOU’LL LEARN:

• 02:41 - Where the economy is heading, now that credit growth has been reversed.
• 07:29 - The steep decline in the …

IN THIS EPISODE, YOU’LL LEARN:

• 01:22 - What is happening between the United States and China with chip manufacturing?
• 04:55 - Is the FED being …

IN THIS EPISODE, YOU'LL LEARN:

• 02:30 - What Warren Buffett’s 12 investment principles are.
• 08:26 - Why Buffett has largely avoided technology companies …

IN THIS EPISODE, YOU’LL LEARN:

• 01:22 - Why and how do we need to understand the macro environment when we invest
• 07:18 - Why we should think of the …

IN THIS EPISODE, YOU’LL LEARN:

• 03:40 - Why Josh believes we are at an Entropic Apex in the current markets.
• 06:14 - His beliefs around peace through …

IN THIS EPISODE, YOU’LL LEARN:

• 01:20 - Jeff's first principles overview of energy, money, and resource optimization.
• 12:42 - Why is the adoption of …

IN THIS EPISODE, YOU'LL LEARN:

• 02:49 - How Buffett came around to purchasing Geico.
• 07:45 - Why Buffett’s reputation helped him get a fantastic deal on …

IN THIS EPISODE, YOU’LL LEARN:

• 12:49 - How Annie Duke got sick, quit academia, & became a professional poker player.
• 18:24 - How poker taught her …

IN THIS EPISODE, YOU’LL LEARN:

• 06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others.
• 15:09 - Why Cathie recently stepped down …

IN THIS EPISODE, YOU’LL LEARN:

• 01:48 - Why does Michael believe that if the money isn't scarce, every desirable good on the planet will become scarce?
• …

IN THIS EPISODE, YOU’LL LEARN:

• 00:08:46 - Who the key figures were in Buffett’s development as an investor.
• 00:09:58 - Benjamin Graham’s definition of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:46 - How and why did Trey and William get hired?
• 12:52 - What the business model of The Investor’s Podcast Network is.

IN THIS EPISODE, YOU’LL LEARN:

• 01:48 - How Stig and Preston met and why they started The Investor’s Podcast together. 
• 10:05 - When did Stig and …

IN THIS EPISODE, YOU’LL LEARN:

• 01:34 - Some reasons why microcaps are outperforming some of the larger cap segments.
• 05:46 - How Ian compares the …

IN THIS EPISODE, YOU’LL LEARN:

• 01:58 - Why are property rights an important starting point for understanding the differences between Proof of Work …

William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022.

IN THIS EPISODE, …

IN THIS EPISODE, YOU'LL LEARN:

• 00:03:06 - David’s current thoughts on market headlines surrounding the war in Ukraine and Russia’s chokehold on energy.

IN THIS EPISODE, YOU’LL LEARN:

• 01:21 - Sam's comments on the WEF's excitement for ETH's Proof of Stake Merge.
• 12:09 - Sam's overview on CBDC.
• 12:46 - …

IN THIS EPISODE, YOU’LL LEARN:

• 01:10 - Why we have cycles.
• 02:11 - What the credit cycle is.
• 09:16 - How are cycles interrelated.
• 11:53 - Where we are in …

IN THIS EPISODE, YOU’LL LEARN:

• 09:05 - How Farmland is a great hedge against both inflation and recessions.
• 15:41 - Why Bill Gates is the largest …

IN THIS EPISODE, YOU’LL LEARN:

• 01:22 - The numbers around federal interest expense and rising interest rates.
• 23:58 - Mike's thoughts on the broad …

IN THIS EPISODE, YOU’LL LEARN:

• 02:17 - What Tom Russo learned from a life-changing encounter with Warren Buffett in 1982.
• 09:53 - Why “agency” cost is …

IN THIS EPISODE, YOU’LL LEARN:

• 01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
• 12:17 - …

IN THIS EPISODE, YOU’LL LEARN:

• 01:29 - What is time stamping?
• 11:24 - Is Bitcoin a decentralized clock?
• 24:50 - Why is time keeping so important to …

IN THIS EPISODE, YOU’LL LEARN:

• 01:25 - Why Stig is bullish on the small-cap company North Media A/S. (Ticker: K9041B139)
• 35:46 - Why Stig just bought …

IN THIS EPISODE, YOU’LL LEARN:

• 07:31 - How Brian and team bootstrapped LegalZoom into the behemoth it is today.
• 12:17 - How Brian convinced Robert …

IN THIS EPISODE, YOU’LL LEARN:

• 01:24 - What inspired Phil to write the book?
• 04:33 - How much of Satoshi's writings were not included in the book?
• 12:16 …

IN THIS EPISODE, YOU’LL LEARN:

• 06:42 - Why we have too much debt and not enough growth in the world.
• 07:36 - Why technology is a massive deflationary.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking …

IN THIS EPISODE, YOU’LL LEARN:

• 01:43 - What is a debt spiral and is the US currently experiencing one?
• 11:24 - Why are there so many additional …

IN THIS EPISODE, YOU’LL LEARN:

• 01:20 - Why inflation will be moderate in the coming years.
• 08:44 - Why deflation is more likely than hyperinflation.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:10 - What is happening between the energy sector and the Bitcoin mining space?
• 09:00 - Regulator capture with …

IN THIS EPISODE, YOU’LL LEARN:

• 18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament.
• 25:31 - How history …

IN THIS EPISODE, YOU’LL LEARN:

• 13:57 - The different levels of attention and focus and how to harness the one you need at any given time.
• 27:57 - …

IN THIS EPISODE, YOU’LL LEARN:

• 00:43 - Eurodollar features.
• 06:29 - Is the inversion in the yield curve going to keep persisting, does it matter?
• 08:56 …

IN THIS EPISODE, YOU’LL LEARN:

• 01:06 - How things have matured in the markets since the previous quarter.
• 05:08 - Unemployment chart.
• 09:16 - What's …

IN THIS EPISODE, YOU’LL LEARN:

• 01:14 - What we can learn from Warren Buffett that can be implied in venture capital.
• 04:09 - Why emerging markets and …

IN THIS EPISODE, YOU’LL LEARN:

• 03:15 - Why the price of oil has been experiencing 30% swings in Q2.
• 07:23 - How the war between Russia and Ukraine has …

IN THIS EPISODE, YOU’LL LEARN:

• 01:05 - What is the Time Value of Lightning?
• 14:14 - Where Joe thinks rates go on the lightning network.
• 19:57 - What are …

IN THIS EPISODE, YOU’LL LEARN:

• 09:28 - Rob's personal journey.
• 14:31 - The basics of house hacking, rental arbitrage, AirBNBs, land hacking, and other …

IN THIS EPISODE, YOU’LL LEARN:

• 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool.
• 08:07 - Is Europe next for Yield Curve Control?
• 15:36 …

IN THIS EPISODE, YOU’LL LEARN:

• 13:13 - Why business and life are all about adding value.
• 25:08 - Why investors in 401(k) plans put up 100% of the …

IN THIS EPISODE, YOU’LL LEARN:

• 01:44 - Where Jeremy thinks we’ll go from here!
• 06:10 - Why he believes rates will climb higher for longer.
• 14:27 - How …

IN THIS EPISODE, YOU’LL LEARN:

• 01:48 - Steven's quick lesson on the bond market.
• 07:17 - How should people think about the securitization of lending?
• …

IN THIS EPISODE, YOU’LL LEARN:

• 03:58 - How a famed Harvard psychologist inspired Daniel Goleman to study high performance.
• 07:00 - How spiritual …

IN THIS EPISODE, YOU’LL LEARN:

• 01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years.
• 10:18 - …

IN THIS EPISODE, YOU’LL LEARN:

• 01:26 - How Obi became familiar with Bitcoin.
• 13:39 - What Obi learned from running a major exchange for 8 years.
• 21:02 - …

IN THIS EPISODE, YOU’LL LEARN:

• 01:06 - What is the secret to the success of Silicon Valley?
• 03:40 - How to manage a company that is growing at 2.5% – …

IN THIS EPISODE, YOU’LL LEARN:

• 01:55 - Matt’s experience interacting with Bill Campell, the Trillion Dollar Coach in the eponymously named book.
• 03:46 …

IN THIS EPISODE, YOU’LL LEARN:

• 01:21 - Why it's so hard for businesses to operate in this environment.
• 08:01 - His thoughts on the CDS for banks right …

IN THIS EPISODE, YOU'LL LEARN:

• 00:02:04 - How Guy Spier deals with the many competing demands on his time and energy.
• 00:03:07 - Why it’s vital to have …

IN THIS EPISODE, YOU'LL LEARN:

• 00:03:02 - How Guy Spier’s ancestors lost their family fortune and became refugees in the 1930s.
• 00:11:41 - How Guy was …

IN THIS EPISODE, YOU’LL LEARN:

• 05:29 - Why Howard thinks the stock market is rigged.
• 08:07 - How to treat investing and business like a game.
• 20:20 - …

IN THIS EPISODE, YOU’LL LEARN:

• 01:18 - How Sven sees the current macro set-up.
• 10:18 - Will the central banks keep tightening until something breaks?
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:11 - What is the cause and effects of falling empires and debasement of currencies.
• 11:09 - Why the hardest money …

IN THIS EPISODE, YOU’LL LEARN:

• 02:00 - The 4 horsemen of the investing apocalypse, according to Jim.
• 12:01 - How and why certain factors change over …

IN THIS EPISODE, YOU’LL LEARN:

• 01:20 - What in the world is happening with the Japanese Yield Curve Control?
• 15:12 - James' thoughts on Risk Happening …

IN THIS EPISODE, YOU’LL LEARN:

• 01:35 - Sam Walton’s 10 pieces of advice for building a successful business.
• 05:35 - What Amazon learned from Walmart.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 10:14 - How he pioneered the idea of behavioral finance by living it. 
• 12:32 - The highlights of Sir John Templeton’s …

IN THIS EPISODE, YOU'LL LEARN:

• 02:03 - How Vitaliy is thinking through today’s market.
• 21:06 - When active value investing is too active.
• 31:50 - How to …

IN THIS EPISODE, YOU’LL LEARN:

• 01:20 - How Pablo found Bitcoin after two decades as a software developer.
• 07:15 - Jack Dorsey's Web 5 announcement - …

IN THIS EPISODE, YOU'LL LEARN:

• 03:13  - Why control is the key to motivating people.
• 08:11 - How do you form the best teams?
• 22:02 - Why GE is setting …

IN THIS EPISODE, YOU'LL LEARN:

• 01:30 - What Kalshi is and why it’s a very unique company.
• 02:36 - How events trading works. 
• 03:18 - What it took to get …

IN THIS EPISODE, YOU'LL LEARN:

• 02:14 - What the Eurodollar is exactly.
• 06:32 - What the Petrodollar is and why Jeffrey thinks it’s illusory.
• 13:59 - How …

IN THIS EPISODE, YOU’LL LEARN:

• 02:23 - How Tyler worked on some of the digital asset laws in Wyoming.
• 05:34 - How did some of those laws in Wyoming …

IN THIS EPISODE, YOU’LL LEARN

• 00:02:41 - How an introduction from Warren Buffett led to Mohnish’s friendship with Charlie Munger.
• 00:04:46 - What it’s …

IN THIS EPISODE, YOU'LL LEARN:

• 14:38 - How to calculate your retirement needs.
• 20:32 - How to determine how much cash you should reserve.
• 39:46 - How to …

IN THIS EPISODE, YOU'LL LEARN:

• 01:45 - What levels indicate a crisis.
• 12:00 - How to use the High Yield Spread as an indicator and why it works.
• 16:34 - …

IN THIS EPISODE, YOU’LL LEARN:

• 02:43 - What it was like to start up Bitcoin Beach.
• 06:16 - What Mike's distribution plan and onboarding were like for …

IN THIS EPISODE, YOU’LL LEARN:

• 0:40 - Who is Phil Knight?
• 7:16 - What is the story behind Nike?
• 13:38 - What led to Nike’s success?
• 31:24 - What made …

IN THIS EPISODE, YOU'LL LEARN:

• 01:12 - Why Tobias Carlisle rang the bell on the NYSE.
• 05:01 - Why the stock market still looks expensive.
• 12:20 - Why …

IN THIS EPISODE, YOU'LL LEARN:

• 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of.
• 10:45 - A breakdown of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:05 - From a macro standpoint, what surprises them the most?
• 04:51 - What is happening in the Credit Default Swap …

IN THIS EPISODE, YOU’LL LEARN:

• 05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about?
• 08:39 - What can all value …

IN THIS EPISODE, YOU'LL LEARN:

• 03:53- Where the markets might be heading.
• 12:36 - Elon’s latest update on his Twitter takeover.
• 32:54 - Why alternative …

IN THIS EPISODE, YOU'LL LEARN:

• 06:48 - How Ed Thorpe influenced Bill Gross in the early days.
• 04:49 - How Bill pioneered a market for trading bonds.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:47 - How Bitcoin first got into Shaun's life as an energy executive.
• 07:48 - What was the reaction of most energy …

IN THIS EPISODE, YOU’LL LEARN:

• 00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks.
• 00:08:19 - Why this period …

IN THIS EPISODE, YOU'LL LEARN:

• 01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ)
• 17:42 - Why Hari wants to invest in Meta (Ticker: FB)
• 38:41 - …

IN THIS EPISODE, YOU'LL LEARN:

• 09:55 - Why it’ll be best to hold US assets over time.
• 15:51 - Why is the Japanese Yen reaching 40-year lows?
• 23:01 - How …

IN THIS EPISODE, YOU’LL LEARN:

• 01:42 - The FED's Soft Landing.
• 09:10 - The Luna Stable Coin melt-down.
• 23:20 - What's happening in the bond market?
• 49:26 …

IN THIS EPISODE, YOU’LL LEARN:

• 07:59 - If new investors should build their portfolio around small cap stocks.
• 13:55 - Why there is more to it than just …

IN THIS EPISODE, YOU'LL LEARN:

• 01:35 - How to compete in competitive real estate markets and why conservative underwriting is necessary for longevity.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 01:49 - Overconfidence
• 08:43 - Anchoring
• 11:18 - Endowment Effect
• 24:25 - Base-rate neglect and Recency bias
• 33:01 - Social …

IN THIS EPISODE, YOU’LL LEARN:

• 00:03:09 - What Gigi is most excited about for 2022.
• 00:04:46 - What causes people to see Bitcoin from the bottom-up.
• …

IN THIS EPISODE, YOU’LL LEARN

• 00:05:14 - How a teenage girl saved Arnold Van Den Berg’s life during the Holocaust.
• 00:08:54 - How he learned to live a …

IN THIS EPISODE, YOU'LL LEARN:

• 03:20 - The biggest takeaways from the meeting.
• 17:51 - Why and what Berkshire Hathaway invested $51B in during Q1 2022.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 01:41 - Current risks posed by supply chain disruption and food shortages.
• 05:27 - Updates on Evergrande, China, and …

IN THIS EPISODE, YOU’LL LEARN:

• 01:43 - Bill's overall thoughts on the current market conditions.
• 09:31 - How Bill and his father first found Bitcoin.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 02:38 - Why Security Analysis is one of Warren Buffett’s three favorite books.
• 11:49 - Real case studies where Warren …

Trey invites back Ted Seides to discuss the influence of endowments and hedge funds in today's markets and the impacts of ESG policies.

IN THIS …

Trey Lockerbie chats with Dr. David Kass, who is a Ph.D. economist and professor at the University of Maryland. They discuss how Buffett bought Berkshire after letting his emotions get the best of him and why it was …

IN THIS EPISODE, YOU’LL LEARN:

• 02:31 - What attracted Morgen into finance.
• 05:56 - How has being a CFA charter holder and being a Bitcoiner contrasted?
• …

IN THIS EPISODE, YOU’LL LEARN

• 00:09:21 - Why it’s so valuable to build unscheduled “day-dreaming time” into your day.
• 00:13:17 - Why it’s a competitive …

IN THIS EPISODE, YOU'LL LEARN:

• 01:18 - What Warren Buffett’s letter to Mohnish Pabrai said.
• 04:53 - What is Mohnish Pabrai’s driver for being an asset …

IN THIS EPISODE, YOU'LL LEARN:

• 01:26 - The best investment Peter has ever made.
• 04:01 - What the inverted yield curve is telling us.
• 06:14 - The …

IN THIS EPISODE, YOU’LL LEARN:

• 01:29 - Eric’s thoughts on the Bitcoin Miami conference.
• 03:50 - Eric’s overview of the world economy.
• 07:12 - Eric’s …

IN THIS EPISODE, YOU’LL LEARN:

• 01:21 - Why The Intelligent Investor is Warren Buffett’s favorite book.
• 07:51 - When and how you should conduct active …

IN THIS EPISODE, YOU'LL LEARN:

• 01:06 - What is the investment strategy of Oakcliff Strategy?
• 05:50 - How did Bryan develop the conviction to invest in …

IN THIS EPISODE, YOU'LL LEARN:

• 01:25 - Why you actually might not want to max out your 401k.
• 09:13 - Why you shouldn’t try to “buy the dip.”
• 20:24 - Why …

IN THIS EPISODE, YOU’LL LEARN:

• 01:52 - Jason’s thoughts about Miami 2022.
• 04:29 - What the newest executive order from the White House meant for …

IN THIS EPISODE, YOU’LL LEARN:

• 00:02:27 - What Jason Zweig learned from his father, the wisest person he’s ever known.
• 00:20:31 - Why investors …

IN THIS EPISODE, YOU'LL LEARN:

• 01:28 - How is the S&P500 currently values.
• 05:43 - Whether investors still dollar cost average into the S&P500.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 03:21 - How compounding works.
• 07:01 - What is the S&P500, Dow Jones, and NASDAQ, and how they came to be.
• 26:44 - …

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.
• …

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 …

IN THIS EPISODE, YOU'LL LEARN:

• 06:59 - The playbook Buffett was implementing back then and how that would look today.
• 22:43 - The structure of …

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 …

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 …

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 …

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 …

IN THIS EPISODE, YOU'LL LEARN:

• 01:38 - The advantages of being an outsider.
• 06:10 - The realities of running a startup.
• 09:28 -What makes up a star …

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 …

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 …

IN THIS EPISODE, YOU'LL LEARN:

• 04:34 - The benefits of building an audience when it comes to investing and the shift from "product first" to …

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 …

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.
• …

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 …

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 …

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 …

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 …

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 …

IN THIS EPISODE, YOU’LL LEARN:

• 01:33 - The recent events with Russia and how buying Russian assets might be the most contrarian trade in today’s …

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 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 - …

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 …

IN THIS EPISODE, YOU’LL LEARN:

• 01:03 - Why do commodities perform well in inflationary periods?
• 08:55 - Why do different generations and nationalities …

IN THIS EPISODE, YOU’LL LEARN:

• 01:27 - Predictions of the Discovery stock price post-merger.
• 02:34 - Why value stocks will outperform this year with a …

IN THIS EPISODE, YOU’LL LEARN:

• 01:34 - Why Entropy Dice are important for creating ultra-secure private keys.
• 10:19 - When NVK came into the Bitcoin …

IN THIS EPISODE, YOU’LL LEARN:

• 03:27 - The 5 distinctive stages of decline.
• 09:35 - Why a successful management should feel lucky rather than …

IN THIS EPISODE, YOU’LL LEARN:

• 01:24 - How the economy has progressed since they last spoke. 
• 08:15 - The impacts of globalization and how it goes hand …

IN THIS EPISODE, YOU’LL LEARN:

• 01:14 - How the commercial real estate market has performed since we last spoke in mid-2021.
• 03:44 - The top-performing …

IN THIS EPISODE, YOU’LL LEARN:

• 01:45 - Sam's background and why he became on expert on these NGOs (BIS, IMF, WB).
• 02:27 - What the heck is the Bank of …

IN THIS EPISODE, YOU'LL LEARN:

• 19:06 - How to make customer service your corporate vision and strategy.
• 21:08 - How to make your corporate culture your …

IN THIS EPISODE, YOU’LL LEARN:

• 01:12 - Why you want to be invested in a stock market that is opening up.
• 16:32 - The bull and bear case of investing in …

IN THIS EPISODE, YOU’LL LEARN:

• 01:52 - Michael's early career working under the tutelage of Bill Miller.
• 06:08 - His introduction to the Santa Fe …

IN THIS EPISODE, YOU’LL LEARN:

• 01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning?
• 05:21 - What are some of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:38 - Who is Elon Musk and how will the billionaire change the world?
• 12:31 - How does thinking like Elon Musk make …

IN THIS EPISODE, YOU'LL LEARN:

• 1:25 - Ramifications of the most recent FOMC meeting (which was happening while recording).
• 3:12 - Why Cullen thinks …

IN THIS EPISODE, YOU'LL LEARN:

• 4:26 - Why Masterworks is choosing to stay private for the time being.
• 1:25 - What the $110MM they raised will go …

IN THIS EPISODE, YOU’LL LEARN:

• 01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager.
• 10:25 - Jeff's thoughts on the …

IN THIS EPISODE, YOU'LL LEARN:

• 01:18 - An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010
• 06:57 - The similarities …

IN THIS EPISODE, YOU'LL LEARN:

• 2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM)
• 18:38 - Why Stig has changed his mind on …

IN THIS EPISODE, YOU'LL LEARN:

• 1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be.
• 36:35 - The many trials …

 IN THIS EPISODE, YOU’LL LEARN:

• 01:23 - Mark's overview of monetary history leading up to the current events we see today in financial markets.
• 08:11 - …

IN THIS EPISODE, YOU'LL LEARN:

• 10:18 - How to take positions in the market with a $5 upside and a $1 downside.
• 13:14 - How to make money in spin-offs.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.
• 12:03 - The …

IN THIS EPISODE, YOU'LL LEARN:

• 10:39 - B2B SaaS tailwinds that have occurred from the pandemic.
• 21:00 - The opportunity ahead for financial information …

 IN THIS EPISODE, YOU’LL LEARN:

• 01:25 - Luke's overview of the Macro landscape.
• 11:53 - Luke's thoughts on the dollar for the first half of 2022.
• 18:08 …

IN THIS EPISODE, YOU’LL LEARN:

• 12:25 - The different methods for stock investing valuations.
• 13:43 - The difference between investors and speculators.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 02:13 - How to use envy as a positive force in your life.
• 09:43 - Which idea that Guy Spier had to let go of in his …

IN THIS EPISODE, YOU'LL LEARN:

• 08:40 - How Eddy thinks through selling and rebalancing the portfolio.
• 18:11 - What’s on the buy list for 2022 and what …

   IN THIS EPISODE, YOU’LL LEARN:

• 01:09 - What was the ah ha moment for Stephan in Bitcoin?
• 05:35 - What does Stephan think most people miss about the …

IN THIS EPISODE, YOU'LL LEARN:

• 01:10 - Who is Tony Robbins and what is his book “MONEY – Master the Game” all about?
• 12:03 - Common financial myths.
• …

IN THIS EPISODE, YOU'LL LEARN:

• 01:29 - The ongoing developments from Omicron.
• 08:58 - Which industries are most at risk.
• 10:19 - Differences between the …

IN THIS EPISODE, YOU'LL LEARN:

• 03:40 - The origins of Koch Industries and how Charles rose to his billionaire status.
• 05:37 - The operating system of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:22 - Nic's general thoughts on the fundamental health of Bitcoin.
• 25:29 - Politically how Nic sees the digital asset …

IN THIS EPISODE, YOU'LL LEARN:

• 14:14 - Why you can have anything but not everything in life.
• 28:17 - Ray Dalio’s 5-step process to achieve your goals …

IN THIS EPISODE, YOU'LL LEARN:

• 5:06 - Why Dalio believes the U.S. is in danger of a dramatic and turbulent decline.
• 11:23 - How China is rapidly rising …

IN THIS EPISODE, YOU’LL LEARN:

• 01:15 - Chain-weighted inflation with Kyle Bass.
• 04:48 - Hyperinflation in the US with Morgan Housel.
• 08:44 - High Growth …

IN THIS EPISODE, YOU’LL LEARN:

• 01:28 - How Mauricio and Adam first met.
• 03:38 - Mauricio's experience with hyperinflation in Venezuela.
• 08:09 - Why …

IN THIS EPISODE, YOU’LL LEARN:

• 01:55 - Terran’s fundamentals.
• 11:36 - Key differences in the technology of the satellites in play.
• 18:51 - The …

IN THIS EPISODE, YOU’LL LEARN:

• 08:16 - The basics of quant investing.
• 15:54 - The commoditization of the approach has led to a “Quant Winter”.
• 18:52 - …

IN THIS EPISODE, YOU’LL LEARN:

• 00:51 - What gave Saifedean the idea for the new book.
• 04:15 - What are the four key elements of how the Fiat system …

IN THIS EPISODE, YOU’LL LEARN:

• 01:41 - What investing in Special Situations looks like.
• 03:34 - Investing in bankruptcies, liens, and other esoteric …

IN THIS EPISODE, YOU’LL LEARN:

• 2:39 - Insights into building your own board, team, and cap table.
• 4:27 - The traditional path and alluring appeal of …

IN THIS EPISODE, YOU’LL LEARN:

• 03:01 - Does Bitcoin have any intrinsic value?
• 07:01 - Bitcoin uses too much energy consumption.
• 19:47 - Governments can …

IN THIS EPISODE, YOU’LL LEARN:

• 03:16 - The history of money and how we’ve arrived at the monetary landscape we have today.
• 32:32 - The playbook the FED …

IN THIS EPISODE, YOU’LL LEARN:

• 17:45 - Learnings from Peter Thiel and Mark Cuban
• 19:28 - Why you should consider wine in your portfolio
• 22:50 - The …

IN THIS EPISODE, YOU’LL LEARN:

• 04:38 - Sahil's thoughts on curating content online.
• 10:45 - Why Sahil has gotten interested in Macro and sound money.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:10 - How to think about ESG when you invest. 
• 07:46 - Why ESG is lowering the cost of capital.
• 20:23 - Which data from …

IN THIS EPISODE, YOU’LL LEARN:

• 13:50 - Why a portfolio of SPACs could be a great place to park cash.
• 22:03 - Private Investments in Public Equity, aka …

IN THIS EPISODE, YOU’LL LEARN:

• 01:10 - How did the coordination with El Salvador to create this bond come about?
• 01:10 - How is the bond backed?
• 02:55 …

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 …

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.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:07 - How they have learned so much at such a young age.
• 13:10 - Long-term Versus Short-term investors and using their …

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 …

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 - …

IN THIS EPISODE, YOU’LL LEARN:

• 04:50 - Jeff's thoughts on the supply chain impacts.
• 10:56 - How he sees central bankers adjusting policy moving forward.

IN THIS EPISODE, YOU’LL LEARN:

• 04:19 - The early days of Hayman Capital. 
• 23:07 - Why Kyle is protecting his capital by buying farmland. 
• 24:34 - …

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 …

IN THIS EPISODE, YOU’LL LEARN:

• 01:35 - Guy and Greg's thoughts on the pop culture impact.
• 10:33 - The White House committee guidance for stable coins.
• …

IN THIS EPISODE, YOU’LL LEARN:

• 01:43 - Which ETF strategy is right for you?
• 06:49 - Why there is no such thing as passive investing?
• 12:17 - How does an …

IN THIS EPISODE, YOU’LL LEARN:

• 09:23 - Key lessons in approaching acquisitions.
• 12:27 - What Brent has learned from breaking bread with the likes of …

IN THIS EPISODE, YOU’LL LEARN:

• 01:17 - CJ's experience in the MLB.
• 10:48 - Why was CJ in Washington DC recently?
• 17:18 - What do most staffers think of …

IN THIS EPISODE, YOU’LL LEARN:

• 02:09 - Kat’s rise from being a Hooters waitress at age 18 to being a VP of Hooters by age 26.
• 22:21 - What it was like …

IN THIS EPISODE, YOU’LL LEARN:

• 01:01 - Willy's thoughts on the super-cycle theory.
• 05:53 - Willy's thoughts on the ETFs and what it means for S2F.
• 10:39 …

IN THIS EPISODE, YOU’LL LEARN:

• 21:41 - When to use leverage and when not to.
• 24:16 - The interesting correlation between gold and lumber and how to use …

IN THIS EPISODE, YOU'LL LEARN:

• 17:27 - How to invest through recessions. 
• 19:23 - Why Dev no longer invests in Biotech after he spent 18 years in …

IN THIS EPISODE, YOU’LL LEARN:

• 02:33 - What's happening in the broader macro economy from his perspective?
• 16:56 - Will the Stock to Flow model …

IN THIS EPISODE, YOU'LL LEARN:

• 05:16 - The biggest takeaways from his discussion with Stan.
• 26:35 - Trung's background in real estate in Asia with …

IN THIS EPISODE, YOU'LL LEARN:

• 01:12 - The 4 pillars of inflation.
• 31:16 - Opportunities in Gold, Silver, and Palladium.
• 51:54 - The risks of …

IN THIS EPISODE, YOU’LL LEARN:

• 02:20 - What's happening at the state level with Bitcoin legislation?
• 08:34 - Why Parker encourages people to delete …

IN THIS EPISODE, YOU'LL LEARN:

• 00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection?
• 04:26 - Are …

IN THIS EPISODE, YOU'LL LEARN:

• 00:06:59 - How to identify Rule Breaking companies.
• 00:37:30 - Why optionality is a great indicator of a company's …

IN THIS EPISODE, YOU’LL LEARN:

• 03:46 - How BTC Sessions first got introduced to Bitcoin.
• 07:09 - Why a person should run a full node.
• 07:09 - What does …

On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what …

On today’s episode, we talk about how to expose a bad company. Trey Lockerbie chats with the brilliant Edwin Dorsey, writer of the popular newsletter …

IN THIS EPISODE, YOU’LL LEARN:

• 01:18 - Has the global economy ran out of steam?
• 12:46 - What's the real story with inflation and what's causing it?
• …

For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes …

On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, …

IN THIS EPISODE, YOU’LL LEARN:

• 08:12 - How Matt initially got into Bitcoin.
• 17:21 - Why large social media companies threaten one's own sovereignty.
• …

In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets.

Metaverse, Web3, Unbundling Reddit? If any of these phrases are foreign to you, you are really going to enjoy today's episode as Trey Lockerbie sits down with Greg Isenberg. Greg has had an impressive career in building …

IN THIS EPISODE, YOU’LL LEARN:

• 01:52 - Mike's early days as an entrepreneur
• 14:10 - How Mike got into Bitcoin
• 23:07 - Mike's thoughts on digital asset …

In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are missing a critical …

On today’s episode, Trey Lockerbie sits down with bestselling author, Ben Mezrich to discuss his new book The Antisocial Network, which covers the sage of Gamestop, Robinhood, Reddit and Retail traders. It’s a tale of …

IN THIS EPISODE, YOU’LL LEARN:

• 02:43 - What is causing the semiconductor issues?
• 07:32 - The retreat of globalization
• 15:50 - Why are we not seeing …

In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a Sr. Investment …

On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool …

IN THIS EPISODE, YOU’LL LEARN:

• Bill's experience reading the Bitcoin white paper weeks after it was released
• Why Bill wanted to build a Bitcoin bank …

In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market.  

…

On today’s episode, Anthony Scaramucci discusses the future of the finance industry. Anthony is the founder of investment firm Skybridge Capital, which currently manages around $8 billion and was one the earliest in …

IN THIS EPISODE, YOU’LL LEARN:

• 01:29 - What is the Blockstream Modular Mining Unit (MMU)?
• 11:29 - Why is Blockstream getting into the manufacturing of …

On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good …

In today’s episode, we have a very special guest and that is billionaire Jeremy Grantham, the co-founder and long-term investment strategist at GMO, one of the world's most well-respected asset management firms. Jeremy …

IN THIS EPISODE, YOU’LL LEARN:

• 02:21 - Why the yuppie elite do not get Bitcoin
• 11:21 - Unit Bias
• 17:35 - The two types of models to understand the value …

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one!

IN THIS EPISODE, …

In today’s episode, Trey Lockerbie sits down with Polina Pompliano. Polina is the founder and author of The Profile, which is a newsletter that …

IN THIS EPISODE, YOU’LL LEARN:

• 01:52 - What is currently happening with the US infrastructure bill? How did digital assets become a part of it?
• 03:49 - …

In today’s episode, Trey Lockerbie speaks with TIP fan favorite, Ian Formigle. Ian is the Chief Investment Officer of Crowdstreet.

IN THIS EPISODE, …

In today’s episode, Trey Lockerbie sits down with a TIP fan favorite, Luke Gromen. Trey takes the opportunity to dig into Luke’s worldview and take on the macro landscape we’ve been witnessing over the last few months.

…

IN THIS EPISODE, YOU’LL LEARN:

• 01:38 - How Jay Gould got his start as an entrepreneur
• 17:15 - What Jay thinks is a replicable part of entrepreneurship
• …

Stig Brodersen speaks with Reeves Wiedeman and learns the unfiltered story of The Rise and Fall of WeWork and co-founder Adam Neumann.  

IN THIS …

In today’s episode, Trey Lockerbie sits down with global macroeconomist and author, Richard Duncan. Richard gives a masterclass on global economics and how he believes credit growth is essential to economic growth.

IN …

IN THIS EPISODE, YOU’LL LEARN:

• 01:14 - Harry's Background in Finance and Bitcoin
• 04:05 - Harry's thoughts on balance sheets becoming more important …

In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up …

In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, …

IN THIS EPISODE, YOU’LL LEARN:

• 03:58 - Dave and Greg's thoughts on the bond market resolving its potential mispricing
• 12:27 - Thoughts on the current …

In today’s episode, Trey Lockerbie sits down with Brad Stone, the Senior Executive Editor for Global Technology at Bloomberg. Brad is also a New York …

In today’s episode, Trey Lockerbie welcomes back Ben Claremon and Eugene Robin from Cove Street Capital. They quickly touch on the performance of …

IN THIS EPISODE, YOU’LL LEARN:

• 04:02 - Jack Mallers' recent El Salvador announcement and what it all means
• 15:12 - Creating equity versus always being …

In today’s episode, Trey Lockerbie sits down with Chief Investment Officer and New York Times bestselling author, Robert Hagstrom. Robert has written …

In today’s episode, Trey Lockerbie sits down with one of his favorite portfolio managers, Andrew Walker from Rangeley Capital. Trey took the …

IN THIS EPISODE, YOU’LL LEARN:

• 01:33 - Why Tuur's account became more private
• 05:54 - What are the main changes in the Bitcoin space since 2017?
• 06:14 - …

On today’s show, Stig Brodersen speaks with the CEO of AcreTrader Carter Malloy about Farmland investing. With rising inflation and Bill Gates being America’s top farmland owner with a $690 million investment, we want …

In today’s episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki - a financial advisory firm which currently manages over …

IN THIS EPISODE, YOU’LL LEARN:

• 01:53 - Learn about Jason's first company that he sold for 300 million
• 08:24 - Jason's thoughts about growing a business …

For this week’s Mastermind discussion, Stig Brodersen has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is how …

IN THIS EPISODE, YOU’LL LEARN:

• 04:25 - How Alyse Killeen got started in Bitcoin and Venture Capital
• 13:45 - What Alyse looks for when finding a great …

In today’s episode, Trey Lockerbie welcomes back Bill Nygren and Mike Nicolas from Oakmark Funds, which currently manages over $60B in assets. When …

In today’s episode, Trey Lockerbie sits down with Chamath Palihapitiya. Chamath is the founder and CEO of Social Capital, his conglomerate focused on …

IN THIS EPISODE, YOU’LL LEARN:

• Why Blockchain technology doesn't work for CBDC
• The difference between Public and Private keys
• What is XPub?
• What is …

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who …

IN THIS EPISODE, YOU’LL LEARN:

• Learn why Jack Dorsey is so bullish on Bitcoin
• What surprised Alex the most in his interview with Jack
• Jack's thoughts on …

In today’s episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q2 2021. Together, they discuss …

IN THIS EPISODE, YOU’LL LEARN:

• When will Bitcoin's volatility potentially impact the broader global economy?
• The current on-chain analytics
• China Mining …

In today’s episode, Trey Lockerbie sits down with Morgan Housel, who is a partner at Venture Capital and PE firm Collaborative Fund. He’s a former …

IN THIS EPISODE, YOU’LL LEARN:

• What is Fold all about
• Will Reeves' background in tech
• How Will built Fold from the ground up
• How rewards programs work …

In today’s show, Stig and Trey discuss the 2021 Berkshire Hathaway Annual Shareholders meeting. They play the most insightful responses from Warren …

IN THIS EPISODE, YOU’LL LEARN:

• What Elon Musk's impact will be w/ Bitcoin
• Bitcoin energy concerns
• Bitcoin centralization concerns
• Bitcoin Payment times
• …

On today’s episode, Trey Lockerbie sits down with internet entrepreneur Scott Lynn, who most recently founded the company Masterworks, which allows …

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 …

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 …

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 …

On today’s show, Stig Brodersen talks with famous value investor Mohnish Pabrai. They explore Mohnish Pabrai's new investment framework and how …

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, …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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)
• …

For this week’s Mastermind discussion Stig has invited Tobias Carlisle from Acquirer's Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes …

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 …

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 …

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
• …

Trey Lockerbie is joined by legendary investor, Joel Greenblatt. Joel is the managing director and Co-CIO of Gotham Capital, which has produced …

IN THIS EPISODE, YOU'LL LEARN:

• What are the primary differences between peer to peer lending/borrowing and centralized lending
• How is HodlHodl …

 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 …

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 …

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 …

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 …

In today's episode, Trey Lockerbie interviews Sahil Bloom. Sahil is a Vice-President at a Private Equity Firm, as well as a frequent contributor to …

IN THIS EPISODE, YOU'LL LEARN:

• What are some of the most important trends and data Plan B and WIlly Woo are looking at today
• What are their thoughts on …

In today's episode, Preston and Stig speak to Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.

They try …

In this episode, you'll learn:

• How typical financial managers deal with clients interested in Bitcoin
• Regulatory Limitations for most fund managers
• …

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. For example, Ark’s Innovation ETF returned over 170% in the …

In this episode, you'll learn:

• The history of Florentine Mint and how it changed European banking
• A background on double entry book keeping
• Counterparty …

On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together …

In this episode, you'll learn:

• How are Bitcoin updates generated between developers
• How are Bitcoin updates released once complete
• How are new versions …

In today’s episode, we sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has …

In this episode, you'll learn:

• About the current state of commercial Real Estate
• The impact mid and small cap businesses are having on the real economy
• …

On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational …

In this episode, you'll learn:

• Why is a second Layer Bitcoin Network needed
• What are the basics of the Bitcoin Lightning Network
• What is Bitcoin the …

In today’s episode, we sit down with author and George Washington University Professor of Law, Lawrence Cunningham. Most known for his wildly …

In this episode, you'll learn:

• How Brent views the macro landscape
• Brents opinions on different "pools" of money in the greater economy
• Why scare assets …

For this week’s episode, Stig has invited John Huber from Saber Capital management, Tobias Carlisle from Acquirer's Fund, and Dr. Wes Gray from Alpha …

In this episode, you'll learn:

• How Michael Saylor defines Inflation, risk premiums and hurdle rates
• The fundamentals of Microstrategy
• Why he's putting …

In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by …

IN THIS EPISODE, YOU'LL LEARN:

• The early days of Blockstream
• The fork wars and why they were important to future growth
• What is transaction value per …

On today's episode, Stig and I speak with Ed Harrison, the editor at Real Vision TV. Ed talks to us about current market conditions and how investors …

IN THIS EPISODE, YOU'LL LEARN:

• Work being done on the lightning network for payments
• What a deflationary world would look like
• What would the price of …

On today’s show we speak to Ben Claremon and Eugene Robin from Cove Street Capital about the intrinsic value of Lumen. Lumen Technology is a new name …

IN THIS EPISODE, YOU'LL LEARN:

• Top tips for people entering Bitcoin for the first time
• Thoughts on alt coins
• Why does the world need Bitcoin
• How money …

When we talk about Real Estate investing, the community that first comes to mind is BiggerPockets. We are excited to welcome the hosts of BiggerPockets, Brandon Turner, and David Greene. 

BiggerPockets is the world's …

IN THIS EPISODE, YOU'LL LEARN:

• What's the fundamental problem Bitcoin intends to solve
• What is sound money
• Governments will never allow it!?
• How is …

Luke Gromen is the Founder of the macro-thematic research firm, The Forest for the Trees. He’s one of the leading experts on everything happening in …

We bring back our Mastermind Group with Toby Carlisle and Hari Ramachandra, where we go around the room and we make a pick in the stock market. We talk about why we think there’s value, and we help troubleshoot each …

Raoul Pal has decades of experience in financial markets and is the Founder of the popular media company, Real Vision. During the show, we talked …

John Gald has over 15 years of experience practicing on the brain and various specializations like epilepsy and numerous others. During the show, we cover some really fascinating topics on how the brain affects …

Chris Voss talks all about negotiations. Chris is the bestselling author of the book “Never Split the Difference.” He is an adjunct professor at Georgetown University, and has spent 24 years in the FBI crisis …

Arif Karim talks about a deep value pick, Charles Schwab. After graduating from MIT more than two decades ago, Arif entered the financial investment space. He’s now the senior investment analyst at Ensemble Capital …

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael …

Jake Taylor takes us on a deep dive intrinsic value assessment of the company Fairfax Financial Holdings. The purpose of these episodes is to give …

Stig and Preston cover the current market conditions, changes in Warren Buffett’s portfolio, a couple different stock picks that are coming up on …

This episode is a deep-dive into gold and gold miners. Marin Katusa comes with a wealth of experience, having sat on boards of publicly traded …

We’ve collected some important audio clips from some of the most prominent investors in the world. The clips cover topics such as hospitality, real …

Ed Harrison is an expert in investment banking and is an incredible host at Real Vision where he conducts some of the most exclusive discussions with the world’s most influential thinkers in finance. On today's show, he …

John Huber, managing partner at Sabre Capital Management joins Preston Pysh and Stig Brodersen to discuss identify high-quality businesses.

IN THIS …

Lyn Alden, Luke Gromen, and Jeff Booth are some of the best economic thinkers in the world right now. For the 3Q of 2020 macro mastermind discussion, they discuss what’s happening in the world right now.

IN THIS EPISODE, …

This week, Preston and Stig has a mastermind discussion with Tobias Carlisle and Hari Ramachandra where they discuss intrinsic value of selected …

We talk to Ian Formigle about the structural and infrastructure impacts for all types of real estate that COVID is having and what to expect moving …

Niels Kaastrup-Larsen implemented a trend following approach to investing. Through this episode, we discuss the specifics of this style of investing …

Cullen Roche talks about the current market conditions and various trade ideas for navigating this landscape. 

Cullen has managed hundreds of millions …

Kiyan Zandiyeh is the Chief Investment Officer for Sturgeon Capital. He has extensive experience with early-stage business and pioneer investing. Throughout the show, we talk about different countries and how to assess …

George Gammon talks about the structural impact that COVID is having on the American real estate market and infrastructure.

IN THIS EPISODE YOU’LL …

Stig and Preston talk about the current market conditions and what kind of investments they think will perform in such a challenging environment. They talk about two different specific stock picks that have good …

Lyn Alden talks about how discount rates have changed, how investors should be thinking about risk-free rates, investing in nominal terms versus …

Arif Karim talks about how he has adjusted his portfolio based on the impacts of COVID-19. He provides an intrinsic value pitch for the fascinating …

Preston Pysh and Stig Broderson talk to Grant Williams, the co-founder of Real Vision TV and the popular website, Things That Make You Go Hmmm, and …

On this episode, Preston and Stig do a current market update. They cover corporate debt and the Fed.

IN THIS EPISODE, YOU’LL LEARN:

• Why the FED buying …

On today's show Preston and Stig are Joined with Tobias Carlisle and Hari Ramachandra to pitch their favorite stock picks for the 2nd quarter of …

On today's show, Preston and Stig have a second part episode cover the Berkshire Hathaway Shareholders Meeting for 2020 (part 2).

IN THIS EPISODE, …

On today's show, Preston and Stig cover the Berkshire Hathaway Shareholders Meeting for 2020 (part 1).

IN THIS EPISODE, YOU'LL LEARN:

• Why did Warren …

On today's show, Preston and Stig talk about the current market conditions in May 2020. Currently, the stock market continues to rise after …

On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has …

On today's show, we talk to entrepreneur and best selling author, Jeff Booth. Jeff is the author of, The Price Of Tomorrow, which is a book about why deflation is the key to an abundant future.  

IN THIS EPISODE, YOU'LL …

On today's show, Stig and Preston talk with investment experts Bill Nygren and Mike Nicolas from Oakmark Funds. The topic is determining the …

On this podcast, Stig Brodersen talks with Leland Miller who's an investment expert on the Chinese economy.  

IN THIS EPISODE, YOU'LL LEARN:

• How the …

On today's show, we have a commodity investment expert, Marin Katusa. He talks about the supply-demand impacts of COVID-19 and what it means for the …

On today's show, Preston Pysh and Stig Brodersen talk about the current market conditions on 4 April and how COVID-19 is impacting the Stock, Bond, …

On today's show, Preston Pysh and Stig Brodersen talk to Jake Taylor about the intrinsic value of Berkshire Hathaway. Jake is a value investor and the CEO & founder of Farnam Street Investments.  

IN THIS EPISODE, …

On today's show, Preston Pysh and Stig Brodersen talk about the current market conditions and how COVID-19 is impacting the Stock, Bond, & …

On today's show, we have value investing expert, Vitaliy Katsenelson, to talk about market cycles and investing with the fundamentals.  

IN THIS …

On today's show, we have the mastermind discussion for the 1st Quarter of 2020. The group talks about various investing ideas and the crazy dynamics currently playing out in the stock market.  

IN THIS EPISODE YOU’LL …

On today's show, we talk to Harvard professor, Laura Huang, about her new book, Edge. Her book talks about turning your adversities into advantages.  

On today's show, we talk to Bitcoin legal expert, Caitlin Long, about how U.S. States like Wyoming are establishing laws to support Bitcoin and …

On today's show we have Ian Formigle from Crowdstreet to talk about emerging trends in commercial real estate. 

IN THIS EPISODE, YOU'LL LEARN:

• Which …

On today’s show we talk to Erik Townsend about the potential impact of the Novel Coronavirus (COVID-19) on the global economy.

IN THIS EPISODE, YOU'LL …

On today’s show we talk to Sean Stannard-Stockton about the intrinsic value of Mastercard (MA)

IN THIS EPISODE, YOU'LL LEARN:

• What is the intrinsic …

On today's show, we talk to financial history expert, Scott Nations, about the United States's five most impactful crashes.  

IN THIS EPISODE, YOU'LL …

On today's show, we talk to macro expert, Luke Gromen, about the stock market melt-up.

IN THIS EPISODE, YOU'LL LEARN:

• How the FED will react to a …

On today's show, we talk to investment expert, Cullen Roche, about contrarian market ideas at the start of 2020.

IN THIS EPISODE, YOU'LL LEARN:

• Why you …

On today's show, we talk about the intrinsic value of Disney. Our guest is David Trainer who's the founder and CEO of New Constructs.

IN THIS EPISODE, …

On today's show, we talk to European economist, Thomas Mayer, about the Euro and its impact on European banking.

IN THIS EPISODE, YOU'LL LEARN:

• Why was …

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.

IN THIS EPISODE YOU’LL LEARN:

• What is …

On today's show, we talk about the impact of negative interest rate bonds on the commodity sector. Our expert guest is Marin Katusa.

IN THIS EPISODE …

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 …

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 …

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:

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

On today's show we talk to legendary investor Bill Miller. Miller holds the record for 15 consecutive years beating the S&P 500 as a mutual fund …

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four …

Once a year Billionaires Warren Buffett and Charlie Munger hold their annual shareholder meeting for Berkshire Hathaway. This episode covers four …

During this week’s episode, Preston and Stig talk to leading crypto-expert, Tuur Demeester. Tuur is a world-renown economist and investor that …

On this week's show, Tobias Carlisle talks about his new Exchange-Traded Fund or ETF.

IN THIS EPISODE YOU’LL LEARN:

• What the value spread is and how to …

On today's show, we cover important questions that were recently asked of billionaire Jack Dorsey.

IN THIS EPISODE YOU’LL LEARN:

• How and why Twitter …

On today's show, we talk to the famous value investor, Mohnish Pabrai. 

IN THIS EPISODE, YOU'LL LEARN

• How Mohnish Pabrai is reading Warren Buffett’s …

Stig and Preston talk to the founder of Masterworks, Scott Lynn. Scott is the creator of a company that allows investors to purchase a share of a fine piece of artwork from legendary artists like Monet, Picasso, or Andy …

On today's show we learn about commercial real estate investing from expert Ian Formigle.

IN THIS EPISODE YOU’LL LEARN:

• What an opportunity zone is and …

On today's show, Stig interviews the founder of Netsuite Evan Goldberg. Evan sold his company to Oracle for 9.3 billion dollars in 2016.

IN THIS …

On today's show, Preston and Stig talk to value investing legend, Sanjay Bakshi

IN THIS EPISODE YOU’LL LEARN:

• How to factor disruption technologies …

On today's show, Preston and Stig talk to momentum expert, Dr. Richard Smith.

IN THIS EPISODE YOU’LL LEARN:

• Which momentum trends billionaires are …

On today's show, Preston and Stig talk to commodities expert, Marin Katusa about investing in gold miners.

IN THIS EPISODE YOU’LL LEARN:

• How to pick …

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.  

IN THIS EPISODE YOU’LL LEARN:

• If Bed …

On today's show, we talk to Dr. James Rickards about central banks and their impact on financial markets. 

IN THIS EPISODE YOU’LL LEARN:

• How and why …

On today's show, we learn valuable investing lessons from legend Stanley Druckenmiller.

IN THIS EPISODE YOU’LL LEARN:

• Why Stanley Druckenmiller makes …

On today's show, we talk to World Poker Champion, Annie Duke, about how she thinks in bets. 

IN THIS EPISODE YOU’LL LEARN:

• Why we should make decisions …

On today's show, we learn valuable lessons from Silicon Valley billionaire Larry Ellison.

IN THIS EPISODE YOU’LL LEARN:

• How to deal with critique and …

On today's show, we learn valuable lessons from Silicon Valley billionaire Reid Hoffman.

IN THIS EPISODE YOU’LL LEARN:

• What is the secret to the …

On today’s show we bring back our good friend, Jesse Felder. Jesse is a former multi-billion dollar hedge fund manager out of Santa Monica …

On today's show, Preston and Stig talk about billionaire Charles Koch. Koch made his money in the chemical business since the 1960's. As the Chairman and CEO of Koch industries for over 50 years, Koch has produced an …

On today's show, Preston and Stig cover questions and answers from Silicon Valley billionaire Peter Thiel.

IN THIS EPISODE YOU’LL LEARN:

• Why and how …

On today's show Preston and Stig discuss billionaire Ray Dalio's new book, Big Debt Crises.  

IN THIS EPISODE YOU’LL LEARN:

• Why Ray Dalio thinks that …

On today’s show, Preston and Stig learn important lessons from billionaire Michael Dell.

IN THIS EPISODE YOU’LL LEARN:

• The story behind starting up …

On today’s show, Tobias Carlisle and Hari Ramachandra join Preston and Stig for a conversation about viable stock picks in the fourth quarter of 2018.

On today's show we learn about commercial real estate investing from expert Ian Formigle.  

IN THIS EPISODE YOU’LL LEARN:

• Why and how commercial real …

Learn important business lessons from billionaire Oprah Winfrey.

IN THIS EPISODE YOU’LL LEARN:

• Why a very special girl was the best guest among 35,000 …

On today's show, we talk about the impact on financial markets in the US and China with Macro expert, Luke Gromen.

IN THIS EPISODE YOU’LL LEARN:

• Why …

On today's show, we have body language expert Joe Navarro.

IN THIS EPISODE YOU’LL LEARN:

• How to read other people’s body language and why it’s reliable.

Stig and Preston discuss the current stock market conditions and how they see the current 9 year bull market.

IN THIS EPISODE YOU’LL LEARN:

• How Preston …

On today's show, we talk about commodity investing with expert Marin Katusa.

IN THIS EPISODE YOU’LL LEARN:

• Why the US dollar can be expected to …

On today's show, we study billionaire Mark Zuckerberg.

IN THIS EPISODE YOU’LL LEARN:

• Why Mark Zuckerberg said no to $1B age 22
• How Mark Zuckerberg …

On today's show, we study billionaire Richard Branson.  

IN THIS EPISODE YOU’LL LEARN: