DiscoverWe Study Billionaires - The Investor’s Podcast Network
We Study Billionaires - The Investor’s Podcast Network

We Study Billionaires - The Investor’s Podcast Network

Author: The Investor's Podcast Network

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

302 Episodes
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In this episode, you'll learn:What is the intrinsic value of Berkshire Hathaway?What is the intrinsic value of Markel? What is the competitive advantage of eBay and what is the intrinsic value? Why Spotify might be undervalued at a $30B valuation even though it’s not making any money·Ask The Investors: How are Preston and Stig managing their stock portfolios?  BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s tool for stock selection and determining the momentum of all US stocks and ETFs, TIP Finance  Mastermind Discussion Q1 2020Preston and Stig’s FREE resource, Intrinsic Value IndexSubscribe to Preston and Stig’s FREE Intrinsic Value AssessmentsDatabase of what super investors’ invest in, DataromaTobias Carlisle’s talk at GoogleTobias Carlisle’s podcast, The Acquires PodcastTobias Carlisle’s ETF, ZIGTobias Carlisle’s book, The Acquirer's Multiple - read reviews of this bookTweet directly to Tobias CarlisleHari's Blog: BitsBusiness.comTweet directly to HariDiscover CMC Markets, the ultimate platform for online trading on mobile and desktop.Experience savings in your shipping cost with Pitney Bowes SendPro.Search for The Jordan Harbinger Show on Apple Podcasts, Spotify or wherever you listen to podcasts. Capital One. This is Banking Reimagined.Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.
In this episode, you'll learn:Will Berkshire Hathaway outperform S&P500? What are the inflationary and deflationary risks for Berkshire Hathaway’s capital intensive businesses?Why didn’t Buffett repurchase more Berkshire Hathaway stocks so far in the corona crisis?Can the US government default on its bonds? Ask The Investors: When do you sell your profitable stocks?  BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   Preston and Stig’s first episode about the 2020 Berkshire Hathaway Shareholder’s MeetingPreston and Stig’s interview with Jake Taylor about the Intrinsic Value of Berkshire Hathaway. Ray Dalio’s article about currenciesBRK Versus SP500 Chart that Preston was talking about during the showDiscover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! Search for The Jordan Harbinger Show on Apple Podcasts, Spotify or wherever you listen to podcasts. 
In this episode, you'll learn:Why did Warren Buffett sell his airline stocks? Whether Warren Buffett recommends that retail investors buy stocks now? Why Berkshire Hathaway hasn’t acted more in the financial markets during the corona crisis so farHow does Warren Buffett allocate capital across Berkshire HathawayAsk The Investors: What does “cash is trash” mean?Books and resources mentioned in this episode:Check out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.   Preston and Stig’s interview with Jeff Booth about inflation and deflationPeter Diamandis and Steven Kotler’s book, The Future Is Faster Than You ThinkInterview with Ray Dalio where he says that, “cash is trash”Follow Ray Dalio on Linkedin Preston’s tweet about the Cantillon Effect Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! 
In this episode, you'll learn:What is happening in the stock market right nowHow Preston and Stig are positioned in the marketWhether the US is falling into the same liquidity trap as Japan.Pros and cons of fiat currenciesStock market similarities and differences to 1929Ask The Investors: How do I avoid catching a falling knifeBOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. TIP Finance also gives you access to our filter tool for the cheapest companies in the US.Subscribe to our newsletters about the current market conditionsLink to Preston’s series of tweets that showed the momentum status on indexesYuval Noah Harari’s book, Sapiens, recommended by Guy Spier and Stig - Read reviews of this book.Preston’s pitch of Biogen and Stig’s pitch of Allstate the Mastermind Meeting 4th quarter 2019.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! 
In this episode, you'll learn:How Mohnish Pabrai thinks about biasesWhy and how Mohnish Pabrai uses his checklist in stock investingHow has the shorter tenure of stock in S&P500 made Mohnish think of compoundersWhy Mohnish started Dakshana foundationHow Mohnish Pabrai uses his investor mindset to give to charities with the highest possible returnBOOKS AND RESOURCES MENTIONED IN THIS EPISODEMohnish Pabrai's Reading ListLearn more about Mohnish Pabrai’s Dakshana FoundationMohnish Pabrai’s websiteLarry Cunningham’s book, The Essays of Warren Buffett – Read reviews of this book. Mohnish Pabrai's book: The Dhandho InvestorDiscover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! 
In this episode, you'll learn:Why we have too much debt and not enough growth in the worldWhy we need monetary policies deflation on a global scaleWhy we won’t have a new Bretton WoodsWhy technology is massive deflationaryWhy and how to invest in businesses that have the best networking effectAsk The Investors: What does the low interest rate mean to us as consumers?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEJeff Booth’s book, The Price of Tomorrow – Read reviews of this book Tweet directly to Jeff BoothCapital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Experience savings in your shipping cost with Pitney Bowes SendPro.Solve your long list of must-reads once and for all with Blinkist.Earn unlimited 1% cash back with Radius Bank. Get a $50 sign on bonus with promo code “TIP”.The brand new season of Billions is now streaming only on Stan. Start your 30 day free trial today! Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
In this episode, you'll learn:How to estimate the intrinsic value of Bank of AmericaHow to understand bank valuations based on tangible book valueHow to read the yield curve and what it means for profitability for banksHow to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of AmericaAsk The Investors: Why should I buy psychical gold over paper gold?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEOakmark Fund’s websiteOakmark Fund’s market commentariesPreston and Stig’s interview with Bill NygrenPreston and Stig’s interview with Sean Stannard-Stockton on First Republic BankCapital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Earn unlimited 1% cash back with Radius Bank.Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
In this episode, you'll learn:How the Chinese central bank operates, and which interests they have in manipulating their interest rateWhat the real drivers behind the trade war areHow to understand the Chinese economy and the impact of the US and the rest of the worldWhy China will soon grow only 1-2% annually Why the Chinese banking system prevents acute crises, but also limits growthHow to invest in China and to capture the premium from uncertaintiesResources mentionedTweet directly to China Beige BookConnect with China Beige Book on LinkedInChina Beige Book websiteCapital One. This is Banking Reimagined.Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Earn unlimited 1% cash back with Radius Bank.Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
In this episode, you'll learn:What is going on behind the scenes of the FED and why they do doing swap lines with USDWhy Marin Katusa is bull on Equinox Gold and Liberty GoldA practical guide to investing in the gold sectorWhat happened to the price of oilThe new relationship between, gold, USD, and the price of oilBOOKS AND RESOURCES MENTIONED IN THIS EPISODEMarin Katusa’s special offer on his exclusive newsletter for the listeners of The Investor’s Podcast including his free bookMarin Katusa’s website, Katusa Research  Tweet directly to Marin Katusa: @MarinKatusaPreston and Stig’s interview with Marin Katusa about commodities and negative interest ratesGold Graph mentioned from the showGet a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged. Solve your long list of must-reads once and for all with Blinkist.Get the perfect package for your perfect package with Manscaped and use the code TIP.
In this episode, you'll learn:Understanding what is happening in the stock market right nowWhat Preston and Stig are looking at in the stock marketUnderstanding quantitative easing and FED’s balance sheet in a time of crisisUnderstanding inflation and deflation pressures and how it impacts the economy and financial marketsAsk The Investors: How are options priced? BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock market. Subscribe to our newsletters about the current market conditionsPreston and Stig’s episode on, Big Debt CrisesPreston and Stig’s episode on, You can be a Stock GeniusRay Dalio’s article about the Changing World OrderCalculator for pricing optionsExplanation of pricing of option using the Black Scholes ModelInterview with Jeff Booth to embed: https://www.youtube.com/watch?v=F8lfLqnhuGsCapital One. This is Banking Reimagined.Move your business to the cloud with Netsuite.Find the best job candidate at Ziprecruiter.Find the best version of yourself with Goodlife Clothing.
IN THIS EPISODE, YOU'LL LEARN:The most important takeaways from Warren Buffett’s most recent letter to shareholdersAn overview of the five major segments of Berkshire HathwayWhat is the moat of Berkshire Hathaway after Warren Buffett and Charlie MungerShould Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio?Ask The Investors: Should I as a shareholder of Berkshire Hathaway buy stocks that are already in the company’s portfolio?BOOKS AND RESOURCESJake Taylor’s book, The Rebel Allocator – Read reviews of this bookThe Investor Podcast Network’s interview with Jake Taylor on, The Rebel AllocatorJake Taylor’s letters to his clients.Tweet directly to Jake Taylor.Email Jake Taylor at: fivegoodquestions@gmail.comWarren Buffett’s letters to shareholdersCapital One. This is Banking Reimagined.Experience savings in your shipping cost with Pitney Bowes SendPro.Send and receive money internationally the smartest way with Transferwise.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.
In this episode, you'll learn:How Preston and Stig were positioned before the stock market crashedHow Preston and Stig are positioning themselves todayWhy Preston thinks we’re heading into global hyperinflationWhy Stig thinks that now is a good time to add to your compounders in the stock marketWhat the FED and the ECB are doing right nowAsk The Investors: What do you think about using put options and LEAPS given the current market conditions?BOOKS AND RESOURCES MENTIONED IN THIS EPISODECheck out the momentum tool that Preston and Stig created for the TIP Community that predicted the crash in the stock marketStig’s newsletter to the TIP Community about the coronavirusSubscribe to our newsletters about the current market conditionsPreston and Stig’s episode on, Big Debt CrisesRay Dalio’s article about the implication of hitting the 0% Interest Rate FloorCapital One. This is Banking Reimagined.Move your business to the cloud with Netsuite.Solve your long list of must-reads once and for all with Blinkist.Affordable, private online counseling. Anytime, anywhere with Betterhelp.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.
In this episode, you'll learn:Why value investors don’t understand how Warren Buffett does factor in macroeconomics eventsThe biggest misperception of dividend investingHow to measure value in growthHow to invest in companies with predictable earningsAsk The Investors: How to make a living in investing when your holding period is forever?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEVitaliy Katsenelson, website Contrarian EdgeListen to Vitaliy Katsenelson’s articlesLawrence Cunningham’s book, The Essays of Warren Buffett – read reviews hereCapital One. This is Banking Reimagined.Make your money work harder with Wealthsimple.Move your business to the cloud with Netsuite.Enjoy unparalleled quality of fresh coffee with Blue Bottle.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.Solve your long list of must-reads once and for all with Blinkist.Send and receive money internationally the smartest way with Transferwise.
In this episode, you'll learn:What the Intrinsic value is of ExxonMobil and EtsyWhy Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investorIf ExxonMobil’s 7% dividend is sustainableWhy Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021Ask The Investors: How do you pay yourself when your holding period is forever?BOOKS AND RESOURCES MENTIONED IN THIS EPISODEPreston and Stig’s FREE resource, Intrinsic Value IndexSubscribe to Preston and Stig’s FREE Intrinsic Value AssessmentsPreston and Stig’s tool for stock selection and determining the momentum, TIP Finance Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s MeetingWarren Buffett’s letters to shareholdersTobias Carlisle’s podcast, The Acquires PodcastTobias Carlisle's book, The Acquirer's Multiple - read reviews of this bookTobias Carlisle's ETF, ZIGTobias Carlisle's Acquirer's Multiple stock screenerTweet Directly to Tobias CarlisleThe Investor's Podcast Network interview w/ Jason Moser from Motley Fool about EtsyPreston's discussion of Bitcoin's Stock to Flow metric and article by Plan BCapital One. This is Banking Reimagined.Make your money work harder with Wealthsimple.Move your business to the cloud with Netsuite.Enjoy unparalleled quality of fresh coffee with Blue Bottle.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.Solve your long list of must-reads once and for all with Blinkist.
In this episode, you'll learn:Why hard work is not enough to be successful, and what you can do about itKnow how others see you, so you can redirect them how they should see youHow to turn your weaknesses into assetsWhat you can learn from starting with $5 in capital BOOKS AND RESOURCES MENTIONED IN THIS EPISODELaura Huang’s book, Edge – Read reviews of the book Download your free audio book at Audible.Experience savings in your shipping cost with Pitney Bowes SendPro.Affordable, private online counseling. Anytime, anywhere with Betterhelp.Capital One. This is Banking Reimagined.Make your money work harder with Wealthsimple.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.
In this episode, you'll learn:What states like Wyoming are doing to attract Bitcoin companies into the stateHow the definition of legal tender impacts the legal treatment of BitcoinCan/would the US shut down Crypto exchangesCan/would the US government ban cryptocurrenciesWhat are the new laws Secretary Mnuchin is talking aboutBOOKS AND RESOURCES MENTIONED IN THIS EPISODETrace Mayer Talking about Mixing or Coin-join implicationsNic Carter's writing on Central Banks and BitcoinFollow Caitlin Long on TwitterDownload your free audio book at Audible.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Make your money work harder with Wealthsimple.Find the best job candidate at Ziprecruiter.Send and receive money internationally the smartest way with Transferwise.Capital One. This is Banking Reimagined.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.
In this episode, you'll learn:Which trends that are important to follow in 2020 and beyond in commercial real estateWhat the impact is of student debt on real estate in the decades to comeWhy investors should consider purchasing multifamily assets and conservatively leverage the investment with cheap 10-year fixed-rate debt.How to understand the various financing opportunities in commercial real estateUnderstanding cycles in commercial real estateBOOKS AND RESOURCES MENTIONED IN THIS EPISODEContact Ian Formigle’s directly on LinkedInIan Formigle’ company, CrowdStreetCrowdStreet’s free Educational MaterialPreston and Stig’s previous interview with Ian Formigle about stock investors including real estate in their portfolioPreston and Stig’s previous interview with Ian Formigle about Commercial Real EstatePreston and Stig’s previous interview with Ian Formigle about Opportunity ZonesDownload your free audio book at Audible.Move your business to the cloud with Netsuite.Enjoy unparalleled quality of fresh coffee with Blue Bottle.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Capital One. This is Banking Reimagined.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.Make your money work harder with Wealthsimple.
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 LEARN:What is the impact to the supply chainWhat are some of the key figures we know todayThe reflexive impact of fear on spendingThe impact on AirlinesAsymptomatic transmission impactsWhat's the good newsImpact for Big PharmaThe impact on Stocks versus bondsCentral Banking responseWhat's next?BOOKS AND RESOURCESCheckout Erik Townsend's podcast, MacroVoicesContact Erik on twitterACE2 Transport protein and it's impact on transmission amongst certain racesCapital One. This is Banking Reimagined.Experience a real estate investing platform that is powered by an investor-first model with Fundrise.Make your money work harder with Wealthsimple.
In this episode, you'll learn:What is the intrinsic value of Mastercard?How Apple has validated that Mastercard is the payment method of the future. Why Fintech is not disrupting Mastercard but accelerating its growthThe risks of investing in MastercardHow to understand networking effects in businessAsk the Investors: How many stocks should a beginning investor own? BOOKS AND RESOURCES MENTIONED IN THIS EPISODESean Stannard-Stockton’s company, Ensemble CapitalEnsemble Capital’s educational blogEnsemble Capital’s TwitterDownload your free audio book at Audible.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Solve your long list of must-reads once and for all with Blinkist.Enjoy unparalleled quality of fresh coffee with Blue Bottle.Capital One. This is Banking Reimagined.Experience a real estate investing platform that is powered by an investor-first model with Fundrise. Make your money work harder with Wealthsimple.
In this episode, you'll learn:An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010The similarities between the FED’s monetary policy in 1929 and todayHow the stock market could decline by 22.6% in a single day in 1987How the incentives for homeowners and investment bankers in 2008 destroyed the stock marketWhy the next crash is going to look more like the flash crash in 2010 than any of the earlier crashesAsk The Investors: How should I invest in sector ETFs? BOOKS AND RESOURCES MENTIONED IN THIS EPISODESubscribe to Real Estate Investing by The Investor’s PodcastListen to the first episode of Real Estate Investing by The Investor’s Podcast, with Chad Carson Scott Nation’s book, A History of The United States in Five Crashes – Read reviews of his bookScott Nation’s Amazon author pageScott Nation’s websiteDownload your free audio book at Audible.Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.Move your business to the cloud with Netsuite.Send and receive money internationally the smartest way with Transferwise.Experience a real estate investing platform that is powered by an investor-first model with Fundrise. Make your money work harder with Wealthsimple.Capital One. This is Banking Reimagined.
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Comments (68)

Brandon Laliberte

New to this podcast and I am enjoying it. these guys make things easy to understand and they interview some knowledgeable people. One thing I would add is that Preston is particularly hard to understand, his mic has heavy bass and I find myself needing to turn it up very high while everyone elses voice appears crystal clear. might be something to look into. Great stuff guys!

May 29th
Reply

Flying doctors India

Nice and great Info http://flyingdoctorsindia.in/

May 19th
Reply

Godiva Golding

paying people directly on advertising. swapping tokens.

May 12th
Reply

Godiva Golding

Power aggregates quickly.

May 12th
Reply

SatWiz

Once again an amazing interview by TIP, the golden nuggets shared by Mohnish are priceless👍

May 3rd
Reply

SatWiz

Amazing interview with some great insights & invaluable resources👍

May 3rd
Reply

tfriborg@hotmail.com

Don't you forget that technology is now produced in low income countries with low environmental regulations. Health care is produced locally.

Apr 28th
Reply (1)

Drasti Shah

nice

Apr 21st
Reply

Luis Fernando Gramajo P.

Worst audio from guest

Apr 11th
Reply

C Singh

anybody who's used the filter tool, that lists companies by value, has it performed well historically?

Apr 6th
Reply

ש ע

wow Preston, i hope you're wrong

Mar 22nd
Reply

Stephen Patton

Thanks so much for this episode! It opened my eyes to the threat that is now here in the US. This episode gave me a one month jump on planning and preparation. My family, friends, and church are ready because of it.

Mar 15th
Reply

Mike Richter

what I learned on this episode is his favorite word is Right!

Feb 10th
Reply

Raphael Fajersztajn

best explanation of repo market and global market operation

Dec 17th
Reply

Travis Ricks

Have you guys look into a company called Karatbars. They have coins that's linked to Gold. WWW.Newdreamers.info

Dec 11th
Reply

Tom MacDonald

stop editing out directional conversation please!

Dec 8th
Reply

Praveen Nerolu

You guys are so poor in facts.. the prominent rice producing countries in the world are India and other South East Asian countries.

Nov 9th
Reply

amal salim

pls share information on network marketing

Oct 29th
Reply

amal salim

i love it

Oct 29th
Reply

Marko Ilnitski

too much advertising and Stigs voice ain't good for this either

Oct 11th
Reply
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