Episódios
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On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991.
Over a 30-year time period, Overlook compounded capital at 14.3% per year — a remarkable record of growth that is a testament to their consistent ability to find and invest in Asia’s best companies.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:53 - Why the 1980s was the most transformative period in Asia’s history.
04:03 - Key lessons that Richard learned from his father, who owned an investment firm in New York.
07:10 - Why Richard prefers to invest in the most simple businesses.
12:23 - What Richard learned from having his apartment ransacked after publicly calling out a management team his firm invested in.
13:17 - What was happening during the Asian financial crisis that made it an economic nightmare for businesses all throughout Asia?
22:33 - Why Richard regrets ever listening to Buffett’s advice on ignoring the broader macro environment when investing in great companies.
23:51 - How Richard helped Taiwan Semiconductor improve their capital allocation decisions.
38:55 - Why Richard generally prefers dividends over share buybacks.
42:24 - What led Richard to recommend TSMC’s stock to Warren Buffett?
44:33 - Why Overlook has started to bet big on China.
50:49 - Richard’s view on the current macro situation in China.
58:55 - The biggest misconceptions that US investors have with respect to China.
01:00:35 - How Jeremy Grantham influenced Richard to be more mindful about the environmental risks that lie ahead
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Richard’s fund: Overlook Investments.
Richard’s book: The Model.
Book mentioned: The Economics of Climate Change.
John Holdren’s annual presentation on climate change.
Related Episode: Listen to WSB647: Value Investing Masterclass w/ Soo Chuen Tan, or watch the video.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CBDCs as mere imitations of Bitcoin's success and sheds light on Bitcoin’s long-term growth potential.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:37 - What "base money" is and its current trends in the global economy.
05:17 - Why people are scrutinizing central banks more now than in past decades.
21:03 - How Bitcoin’s compound annual growth rate compares to traditional assets.
31:15 - The role of population growth in monetary trends.
35:08 - The potential impact of Bitcoin adoption on the global economy.
38:59 - Bitcoin’s supply dynamics during price stability and what that signals for the future.
43:03 - Why Matthew refers to CBDCs as "LARPing" on Bitcoin’s success.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Matthew's X (Twitter) Account.
Matthew’s Website: Porkopolis.io
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
Estão a faltar episódios?
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In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:04 - Why Toby has invested in Virtu Financial (Ticker on NASDAQ: VIRT).
13:23 - The bear case for Virtu, including a discussion of whether their service is superior.
24:44 - Why Hari is bullish on Nintendo (Ticker on the Japanese Stock Exchange: 7974).
26:19 - The bear case of Nintendo, including their valuation.
43:14 - Stig’s bull case is for Betsson (Ticker on the Swedish Stock Exchange: BETS).
55:56 - The bear case for Betsson, including their exposure to Turkey.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Listen to Mastermind Discussion Q2 2024 – TIP632 or watch the video.
Tune in to the Mastermind Discussion Q1 2024 or watch the video.
Listen to Mastermind Discussion Q4 2023 – TIP586 or watch the video.
Tune in to the Mastermind Discussion Q3 2023 – TIP576 or watch the video.
Listen to Mastermind Discussion Q2 2023 – TIP557 or watch the video.
Tune in to Mastermind Discussion Q1 2023 – TIP528 or watch the video.
Stig Brodersen’s portfolio and return.
Tobias Carlisle's podcast, The Acquirers Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Hari's Blog: BitsBusiness.com
Tweet directly to Hari.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian-inspired items.
Since the IPO in 1993, shares of Hermès have compounded at 20.6% (excluding dividends), while the S&P 500 had a total return of just 10.4%.
Shree Viswanathan is the founder and portfolio manager of SVN Capital.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:38 - A business overview of Hermès.
10:28 - Examples of Hermès thinking exceptionally long-term in their business strategy.
30:16 - The attempted takeover of Bernard Arnault.
37:59 - The strength of Hermès’ moat.
56:01 - The growth opportunities ahead for Hermès and the luxury industry more broadly.
01:03:22 - How Hermès approaches capital allocation.
01:14:15 - Shree’s thoughts on Hermès’ valuation.
01:29:51 - Risks that investors should monitor for Hermès.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Shree’s fund: SVN Capital.
Follow Shree on Twitter.
Best Anchor Stocks write-ups on Hermès.
Books mentioned: 100 Baggers, The Founder’s Mentality, The Luxury Strategy.
Stewart Brand’s seminar on long-term thinking.
Howard Marks’ podcast with Morgan House.
Related Episode: WSB585: Concentrated Value Investing w/ Shree Viswanathan.
Mentioned Episode: WSB645: The King of Luxury w/ Christian Billinger.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting as a hedge against inflation, and the potential of Bitcoin-backed loans.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - How rising inflation impacts real estate, particularly in city centers.
03:12 - The effect of higher inflation on CAPEX and operational expenses for developers.
05:08 - Key reasons for the markdown of commercial real estate and its potential evolution.
08:42 - Predictions for rental rates vs. ownership rates in a high-interest environment.
13:15 - Regional variations in real estate pricing and how they affect investment strategies.
19:35 - How Bitcoin can serve as a hedge against inflation in real estate development.
27:38 - The potential for Bitcoin to protect against property confiscation.
33:59 - The benefits of using Bitcoin as collateral versus traditional assets.
34:22 - How Bitcoin-backed loans differ in terms of risk and structure from traditional real estate financing.
45:40 - The future of Bitcoin as a standard asset class for real estate collateral.
BOOKS AND RESOURCES
Leon's X (Twitter) Account.
Leon on Nostr.
Leon's Newsletter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the significant differences in analyzing large and small businesses, how to treat stock tips with caution to avoid risky investments, why separating your investments into subtypes can be a helpful investing tool, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:44 - Why investing in things that you understand well is still such a big competitive advantage in investing.
04:59 - The vital interplay between fundamentals, momentum, value, and price.
11:18 - How to succeed in investing while being dead wrong 40% of the time.
16:12 - Why market timing is one of the quickest ways to decrease returns.
18:18 - The crucial connection of contrarianism and patience that Peter says makes a successful investor.
21:05 - The significant differences in analyzing small businesses compared to larger businesses.
31:34 - Why you should look to market pricing to find great opportunities and not to assess performance.
32:45 - How you should treat stock tips.
37:05 - 13 unconventional characteristics of outstanding investments.
52:51 - Lynch's six investment types, and why delineating them was important.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy One Up On Wall Street here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
On today’s episode, Clay shares the most important lessons he’s learned from Morgan Housel.
Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:24 - Why the best story wins.
09:35 - Why the biggest risk is the one nobody sees coming.
23:03 - The seduction of pessimism and why it pays to be an optimist.
27:18 - The importance of understanding ‘enough’.
44:42 - The importance of patience and investing with a long time horizon.
52:34 - The impact of debt.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Morgan’s books: The Psychology of Money & Same as Ever.
Morgan's podcast on debt with Howard Mark.
Related Episode: Listen to TIP602: Same as Ever w/ Morgan Housel, or watch the video.
Related Episode: Listen to TIP351: The Psychology of Money w/ Morgan Housel, or watch the video.
Mentioned Episode: RWH016: The Best of the Best w/ Francois Rochon.
Mentioned Episode: RWH013: Move Slow, Win Big w/ Thomas Russo.
Mentioned Episode: TIP559: Mastering the Market Cycle w/ Howard Marks.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion covers key topics such as risk management, the role of stablecoins, peer-to-peer lending versus traditional finance, and the future of Bitcoin in institutional portfolios. Max and Pascal share their perspectives on the barriers to institutional adoption, the evolving regulatory environment, and the innovations shaping the future of Bitcoin lending and borrowing platforms.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:47 - How Bitcoin’s 24/7 liquidity and decentralized nature make it the most pristine collateral for lending and borrowing.
16:59 - The impact of Bitcoin’s deep liquidity on risk management strategies for institutions.
20:45 - The challenges and opportunities for institutions in adopting Bitcoin compared to traditional assets.
24:45 - Insights into Bitcoin’s performance in institutional portfolios and how it shapes future portfolio management.
32:13 - The future of Bitcoin lending and borrowing platforms and the innovations on the horizon.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Max Kei’s Institutional Borrowing and Lending platform: Debifi.
Max and Preston: The Future of Bitcoin Borrowing and Lending w/ Max Kei (BTC177).
Max Kei's X Account and Nostr.
Pascal Hugli’s X Account and Nostr.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has achieved an annualized return of 14.4% over 50 years & a cumulative return of more than 81,000%. Here, Jay explains how they pulled this off, sharing one of the great untold stories of the investment world.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
08:37 - What makes the Tampa Firefighters’ & Police Officers’ Pension Fund special.
17:54 - How Jay Bowen’s father came to run the fund half a century ago.
29:09 - How to thrive by slashing fees, shunning consultants, & thinking long term.
38:54 - Why Jay takes a top-down thematic investment approach.
43:03 - How the fund made a fortune buying Coca-Cola before Buffett.
47:15 - Why it pays to bet on extraordinary CEOs.
51:09 - Why truly long-term investors shouldn’t bother with bonds.
1:05:31 - How Jay is positioned to profit from the Fourth Industrial Revolution.
1:10:27 - How he thinks about pricey stocks like Nvidia & Costco.
1:14:29 - How he invests in smaller companies he sees as future blue chips.
1:18:06 - Why he’s obsessed with the Federal Reserve.
1:22:16 - How to invest successfully in times of market mayhem.
1:37:58 - How being an endurance athlete has helped Jay as an investor.
1:53:58 - How he structures his days to optimize performance.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Jay Bowen’s investment firm, Bowen, Hanes & Company.
Links to Jay Bowen’s media appearances.
William Green’s podcast episode with Fred Martin | YouTube Video.
William Green’s podcast episode with Bob Robotti | YouTube Video.
William Green’s book, “Richer, Wiser, Happier” – read the reviews.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm -
On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is key to distinguishing exceptional companies from mediocre ones.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:44 - Why fundamental research is essential to invest successfully.
04:47 - How to generate new investment ideas.
06:47 - How to understand the basics of a business.
08:31 - How to understand the customer base.
10:32 - How to determine the primary risk factors of a business.
19:19 - How to evaluate the strengths and weaknesses of a company.
28:25 - Which financial and operating ratios investors should monitor?
32:53 - How to determine the quality of a company’s earnings and management team.
01:06:51 - How to evaluate growth opportunities.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Books mentioned: The Investment Checklist, 7 Powers, Investment Intelligence from Insider Trading.
Mentioned Episode: TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve.
Mentioned Episode: TIP600: Business Durability and Strategy Masterclass w/ Hamilton Helmer.
Mentioned Episode: TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve.
Mentioned Episode: TIP602: Same as Ever w/ Morgan Housel.
Mentioned Episode: TIP492: The Best Investor You've Never Heard Of — Nick Sleep.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
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In this episode, we dive into the challenges of Bitcoin payments and scaling, and how Fedi is addressing these issues. Obi Nwosu explains the concept of Fediments and guardians, while Renata Rodrigues shares her on-the-ground experiences in Africa, discussing the real-world impact of Fedi on communities. We also explore the tools within the Fedi app that empower users to earn sats and the potential of Fedi to unlock talent trapped by financial repression. Additionally, Obi and Renata discuss Fedi’s move towards open-source, social backup mechanisms, and their partnership with Save the Children.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:54 - The major problem that Fediments solve for Bitcoin payments and scaling.
04:31 - How guardians function within the Fedi ecosystem and the role they play in protecting user privacy.
05:43 - The concept of the Fedi Order and how it supports the Fedi ecosystem.
15:33 - Insights from Renata Rodrigues on the conversations happening in Africa around Bitcoin adoption.
18:43 - Obi Nwosu's perspective on how financial repression is trapping talent globally and how Fedi can help unlock it.
28:30 - How vendors are responding to incorporating Fedi into their stores.
30:01 - The tools inside the Fedi app, known as Fedi Mods, that enable people to earn sats.
32:17 - The importance of social backup and stable channels within the Fedi ecosystem.
43:35 - Fedi’s partnership with Save the Children and how it is making a difference.
46:52 - How to start your own Fedimint and the timeline for getting set up.
51:00 - Fedi's transition towards becoming open source and what it means for the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Watch the Fedi Live Event at Fedi.xyz.
You can follow Fedi on X and Nostr and join the Fedi Telegram community here.
Download the Fedi App.
Connect with Developers on Fedimint and Discord here.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
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On today’s episode, Kyle Grieve discusses a wonderfully well-written autobiography, “Shoe Dog” by Phil Knight, the founder of Nike. He discusses the importance of identifying and pursuing true happiness while ensuring a stable income as a fallback, the value of hustle, the importance of trust with your suppliers, why focus is so vital to business success, the hidden downsides of issuing equity, the importance of maintaining cash reserves, the complexities of growing a business, and a whole lot more!
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:30 - The importance of being aware of what will make you happy in life, and pursuing it with deep focus
07:37 - Why happiness can't be fulfilled based purely on increased earnings power
09:42 - Why hustle and unconventionality is so important to getting a nascent business off of the ground
15:36 - The difficulties of aligning incentives between lenders and borrowers in fast-growing businesses
23:29 - The importance of creating an enemy in business to help motivate executives to continue innovating and improving
25:31 - Why focused business leaders are so important, and why you want to avoid CEOs doing excessive side projects
28:56 - The aspects of cloning Phil took to increase exposure for the Nike brand
32:49 - Why maintaining positive cash balances is so important to the health of a business
47:23 - Why public businesses use dual share structures so management can maintain control
47:58 - Why IPO's have misaligned incentives for investors
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Shoe Dog here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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On today’s episode, Clay Finck is joined by Aswath Damodaran to discuss his new book, The Corporate Life Cycle.
Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written numerous books on valuation and has also made all of his university courses available online for free. Aswath is one of the clearest teachers of finance and investing in the industry.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:48 - What the corporate life cycle is and why it’s important.
01:48 - Why value investors should be open to investing at different points in the life cycle.
09:32 - Why the job of management is to maximize shareholder value.
17:21 - The difference in returns between value and growth investing.
27:44 - How the story and narrative around Tesla has changed over the past decade.
43:02 - How management’s skillset needs to change throughout the corporate life cycle.
50:41 - How companies should handle the decline phase of the life cycle.
58:23 - Why Aswath is against concentrating his portfolio.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Check out Aswath’s new book — The Corporate Life Cycle.
Check out Aswath’s Website.
Check out Aswath’s YouTube Channel.
Mentioned Episode: WSB508: Buffett's Purchase of TSM & Meta "Doomsday" Analysis, or watch the video.
Related Episode: WSB577: Valuation Masterclass w/ Aswath Damodaran, or watch the video.
Related Episode: RWH005: Meet the Master w/ Aswath Damodaran, or watch the video.
Follow Aswath on Twitter.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
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USPS
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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In this episode, we explore Will Reeves' Bitcoin journey and how it led to the creation of Fold, a company that has evolved from offering Bitcoin rewards through gift card purchases to becoming a comprehensive financial services app. We also discuss Fold’s recent decision to go public, the company's long-term vision as a Bitcoin-powered bank, and the expansion of its services, including credit, lending, and insurance. Additionally, Will shares insights into Fold's treasury management, partnerships, and the global adoption of Bitcoin.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
07:55 - Will Reeves’ background and the defining moment that led him to Bitcoin.
09:35 - Key inflection points in Fold’s evolution from a Bitcoin rewards platform to a full-fledged financial services app.
14:45 - The "flywheel effect" of increasing Bitcoin reserves and its impact on Fold’s future growth.30:13 - The toughest challenges Fold faced during its transition.
16:57 - Insights into Fold’s decision to go public and expectations from the public markets.23:32 - Fold’s vision of becoming a Bitcoin-powered bank and how they plan to redefine banking.
19:59 - How Fold’s Bitcoin reserve factors into the company’s financial strategy.
24:37 - How user feedback drives Fold’s product development cycle.
25:48 - Fold’s plans for expanding into credit, lending, and insurance.
27:52 - Trends in how Fold users are utilizing their Bitcoin rewards.
31:31 - Fold’s global expansion plans and how the company fits into the international financial landscape.
43:21 - The impact of partnerships with Visa, BitGo, and Marqeta on Fold’s growth.
BOOKS AND RESOURCES
Try the Fold App.
Will Reeves' X (Twitter) Account.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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In this episode, Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since 1997, Guy Spier’s fund has performed 9.3% vs. 8.7% annually for the S&P500.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:05 - What we can learn from royal families about moats in business.
26:43 - How Guy Spier’s track record would look if we adjusted to luck.
40:20 - If Guy would ever stop managing money.
49:49 - How to think about risk in your portfolio.
52:31 - Why it’s risky not to take risks.
56:40 - Why Guy wants to be truthful and honest and not present himself in the best possible light.
1:14:31 - How to think about position sizing.
1:21:53 - What is VALUEx?
1:37:23 - How Guy feels about being famous in the value investing community.
1:55:46 - How to live a life with givers, matchers, and takers.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Stig’s interview with Guy Spier about investing and life | YouTube Video.
Stig and Preston’s interview with Guy Spier on his book, The Education of a Value Investor | YouTube Video.
Stig and Preston’s interview with Guy Spier about his lunch with Warren Buffett | YouTube Video.
Guy Spier’s book, The Education of a Value Investor – read reviews of the book.
Subscribe to Guy Spier’s Free Newsletter.
Guy Spier’s podcast and website.
Adam Grant’s book, Giver and Take – read reviews of this book.
Learn more about ValueX in Dubai November 7-9.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line.
Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon, Costco, and Microsoft. Tune into today’s episode to hear Clay and Kyle’s thoughts on Old Dominion’s business and what the prospective returns might look like going forward.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:14 - What is important to know about Old Dominion’s history going back to the Great Depression?
21:06 - An overview of Old Dominion’s business model and competitive advantages.
21:06 - The development of the LTL trucking industry over the past 20 years.
41:53 - Why Old Dominion Freight Line has similar competitive advantages to Copart.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
The Direction of the Moat by Eagle Point Capital.
Books mentioned: Helping the World Keep Promises, Junk to Gold, 7 Powers.
Related Episode: Listen to TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve, or watch the video.
Related Episode: Listen to TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve, or watch the video.
Related Episode: Listen to TIP587: Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve, or watch the video.
Episode Mentioned: TIP543: 100 Baggers w/ Chris Mayer.
Follow Kyle on Twitter.
Follow Clay on Twitter.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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In this episode, we sit down with Brian and Kelly Estes to discuss their newly released documentary, "God Bless Bitcoin." The conversation covers the overwhelming positive response to the film, the inspiration behind its creation, and how it addresses the intersection of faith and finance. We also explore the challenges they faced during production, the impact they hope the film will have, and their future projects. Whether you're a seasoned Bitcoiner or new to the space, this episode offers valuable insights into why Bitcoin is more than just a financial tool.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:37 - What inspired Brian and Kelly Estes to create "God Bless Bitcoin" and the moment that sparked the project.
15:00 - The flaws of the current fiat monetary system and its connections to the military-industrial complex.
17:39 - How the film connects the themes of faith and finance, and why this intersection is crucial to understanding Bitcoin's role in society.
22:18 - Why Bitcoin is portrayed as a moral and ethical form of money in the film, and the broader implications of this perspective.
24:23 - How different faith traditions view Bitcoin and the resistance encountered by religious groups regarding its moral framing.
27:34 - The challenges faced during the production of the documentary and how the filmmakers selected their diverse group of interviewees.
32:47 - The impact "God Bless Bitcoin" is expected to have on both the Bitcoin community and the general public.
34:28 - Future projects and goals for Brian and Kelly Estes, and how listeners can support the mission of "God Bless Bitcoin."
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Link to the movie: God Bless Bitcoin.
Additional Information about the movie.
Brian's X (Twitter) Account.
Kelly's X (Twitter) Account.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why fossil fuels aren’t going anywhere anytime soon and why opportunities exist in that industry, how he navigated a 72% drawdown during the GFC, and a whole lot more!
Scott is the founder of the Aegis Value Fund. Which was created in 1998. Prior to Aegis, Scott worked as an analyst covering oilfield services at Simmons & Company. He also had a stint as a deep value advisor for Donald Smith & Company. He received his MBA from the Wharton School and the University of Pennsylvania. He also holds a B.S in Engineering and a B.A in Economics.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:41 - Some of the key lessons he learned from investing legends like Bill Ackman, Bob Robotti, Peter Cundill, and Walter Schloss
08:17 - How Scott has managed to maintain a value-based strategy when many investors have bailed to chase more expensive stocks
12:00 - Scott's three buckets of investing risk
16:10 - A breakdown of the concept of a "genetic contrarian."
17:30 - Why risk management is key to investing in businesses with high levels of uncertainty and how to take advantage of it
24:27 - Scott's views on energy and how fossil fuels are unlikely to disappear anytime soon
33:36 - The potential downsides Scott sees in super high-quality businesses
34:41 - Why lower-quality businesses with volatile earnings look very attractive right now due to a widespread de-leveraging
43:55 - How Scott dealt with a 72% drawdown during the GFC
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Learn about the Aegis fund here.
Read Scott’s Manager Letters here.
Follow Kyle on Twitter and LinkedIn.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
River
Toyota
Range Rover
TastyTrade
The Bitcoin Way
Vacasa
Found
Onramp
Fundrise
American Express
SimpleMining
Facet
AT&T
USPS
Shopify
Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market that lies ahead.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:49 - Lessons Jeremy learned from his early career investing in the 1960s.
06:13 - How today’s market compares to previous superbubbles in the 1920s, 1989, 1999, and 2007.
12:11 - Jeremy’s view on the market rally since 2022, and the impact of the overcentration of the Magnificent 7 in the S&P 500.
17:40 - Why bubbles tend to last longer than we would expect them to.
31:56 - Whether using the P/E ratio is a reliable way to value the broader market.
36:29 - The major flaw in projecting compounding growth into the future from here.
44:55 - What Jeremy is seeing for innovation in the green energy space.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Check out GMO’s website.
GMO’s new US Quality ETF.
Related Episode: Listen to TIP542: The Crisis Bigger Than Banks w/ Jeremy Grantham, or watch the video.
Related Episode: TIP466: The Bear Has Arrived w/ Jeremy Grantham, or watch the video.
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In this episode, we start by delving into Tether's Q2 2024 attestation, highlighting their remarkable financial achievements and commitment to creating a stable and resilient stablecoin. Following this, we dive into the Pear initiative's zero-cost, peer-to-peer infrastructure, discuss Keet's open-source capabilities, and examine the impact of eliminating server dependency with insights from Paolo Ardoino and Mathias Buus.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:07 - Tether's Q2 2024 financial highlights, including $1.3 billion in net operating profit and $5.33 billion in excess reserves.
04:46 - The strategic positioning of Tether in the U.S. Treasuries market and its impact on financial stability.
08:47 - Tether's commitment to supporting users in emerging markets and developing countries with their stablecoin reserves.
23:17 - What the Pear initiative aims to achieve with zero-cost, peer-to-peer infrastructure.
26:43 - The potential and functionality of Keet, an open-source platform.
29:15 - How tunneling technology, similar to SSH, enhances secure peer-to-peer access.
31:06 - Details about the peer viewer app offering remote desktop services without servers.
34:25 - Paolo's mission to eliminate server dependency and the launch of a VC fund for companies building on the Pear protocol.
37:30 - The open-source aspects of Keet and how it handles code auditability.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Check out the Keet video conferencing Holepunch technology.
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Public
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm - Mostrar mais
