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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 evolves in four phases The ownership distribution of gold and bitcoin Thoughts on Defi BOOKS AND RESOURCES MENTIONED IN THIS EPISODE All of Vijay Boyapati's incredible writings on Bitcoin Vijay Boyap…
 
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 largest real estate community, and Brandon and David guide their audience through the complexities of real estate investing. Today the…
 
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 Bitcoin's supply actually fixed? Central Bank game theory What is Bitcoin's Number Go Up Technology? But the price is so volatile Thoughts on the Stock to Flow model BOOKS AND RESOURCES MENTIONED IN THI…
 
In this episode, you'll learn: Why banks will be a smaller part of the S&P500 in the future How to invest in an unsafe macro environment Why we’re approaching a bursting sovereign global debt bubble Why a rising price of bitcoin could force up the price of gold ·Ask The Investors: How do I buy and store bitcoin safely? BOOKS AND RESOURCES MENTIONED…
 
In this episode, you'll learn: What is the intrinsic value of Diamond Hill Capital Management What is the intrinsic value of Oracle What is the intrinsic value of Footlocker Why Reliance Industries is a bet on the growth of India Why Preston is doubling down on Bitcoin. Ask The Investors: How do I decide on the right discount rate to use? BOOKS AND…
 
In this episode, you'll learn: Are we in an inflationary or deflationary environment? Why interest rates will turn negative in the US Why bitcoin is consuming all other asset classes How and why hedge funds, large corporations, and endowments will soon enter the bitcoin space Ask The Investors: “Modern Monetary Theory” – is it valid? BOOKS AND RESO…
 
In this episode, you'll learn: How we process information subconsciously and how we can take advantage of it How reflexivity functions between the conscious and subconscious mind. How the brain tricks us into making investing mistakes How the best investors use the biases of other investors to achieve superior stock returns BOOKS AND RESOURCES MENT…
 
In this episode, you'll learn: Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them Why you need agreement from your counterparty three times to close a business deal How to use loss aversion to your advantage in negotiations How to use the Ackerman model in negotiations Ask the Investors: Should I include shor…
 
In this episode, you'll learn: What is the intrinsic value of Charles Schwab The importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIM How to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When…
 
In this episode, you'll learn: The relationship between the velocity of money and liquidity Why we’re not living in a time of uncertainties, but actually living with certainty more than ever Why Ray Dalio’s idea of predicting cycles is not valid Why passive investing has Ponzi scheme traits when the money stops flowing in Why Paul Volker was a terr…
 
In this episode, you'll learn: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston an…
 
In this episode, you'll learn: Why Warren Buffett is buying Bank of America Which stocks Warren Buffett is selling right now Why Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditions Ask The Investors: What is the optimal asset allocation right now? BOOKS AND RESOUR…
 
In this episode, you'll learn: Why the performance of gold miners are lagging the performance of the price of gold How to invest in gold miners The details of Warren Buffett’s investment in gold Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special of…
 
In this episode, you'll learn: Where Ray Dalio predicts money to flow after COVID-19 is over How Peter Thiel thinks about how technology is changing education from the outside in How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors. Eric Schmidt's thoughts about big tech monopolies a…
 
In this episode, you'll learn: How the low yield has changed the investment thesis for growth and value investors What is the optimal investing strategy dependent on your view on the COVID-19 vaccine What the dollar index is indicating for investors right now The difference and similarities of the US and European economies Whether the Euro and othe…
 
In this episode, you'll learn: How to identify high-quality businesses and their moat How to make growth assumptions for your stock picks Why the vast majority of losses in the stock market come from picking the wrong business and not picking the wrong valuation on the right business. How is the COVID-19 crisis different and similar to other crises…
 
In this episode, you'll learn: Whether we will see a return of the liquidity crisis in the USD Whether we have another currency that can replace the USD as the global reserve currency Whether the world will continue to exponentially expand the global aggregated monetary baseline Why some companies are putting bitcoin on their balance sheet Ask the …
 
In this episode, you'll learn: What is the intrinsic value of Alphabet Inc. What is the intrinsic value of Berkshire Hathaway What is the intrinsic value of E-Trade What is the intrinsic value of Brookfield Property REIT How Warren Buffett’s made his greatest trade ever Ask The Investors: How can a stock price increase after it has been diluted? BO…
 
In this episode, you'll learn: How has COVID-19 changed the commercial real estate market Why you can have the right idea, but the wrong execution in the current market conditions How to find value in megatrends in commercial estate in 2020 and beyond Why commercial real estate fits into a value investor’s portfolio in volatile markets BOOKS AND RE…
 
In this episode, you'll learn: Why should you have trend following in a diversified portfolio? Why trend following and value investing complement each other well How to follow a rule-based strategy and when you should change your rules Why the best trend following sector is commodities Why trend following is interesting at this point in time of the…
 
In this episode, you'll learn: The main advantage of centralized currencies Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment Where to find value in international eq…
 
In this episode, you'll learn: How to invest in frontier markets from A-Z Why frontier market investing should have a place in any well-diversified portfolio How to assess the political and currency risk of a country How to do boots-on-the-ground-research and understanding lollapalooza effects Why Uzbekistan is the most interesting frontier market …
 
On todays Show we discuss: What COVID is doing to residential real estate in major cities What COVID is doing to the infrastructure for colleges & commercial real estate FANG Stocks & central banking policy Ray Dalio's thoughts on the limits of central banking policy Ray Dalio's thoughts on where people need to be positioned based on policy Jeff Gu…
 
In this episode, you'll learn: How Preston and Stig’s valuation process has changed since they started We Study Billionaires in 2014 How moats in the 21st century are different than in the 20th century Why a gold standard is inflationary How to invest in without sound money Ask The Investors: How do you validate and find unbiased information? BOOKS…
 
In this episode, you'll learn: How money is printed and why it has changed What is the role of swap lines during the COVID-19 Why you should use the expected inflation rate in money supply as your discount rate Why the stock market truly peaked in 2018 and not when it reached an all-time high in 2020 Ask the Investors: Is China the next empire? BOO…
 
In this episode, you'll learn: How to manage your portfolio during COVID-19 How to profit from secular trends How to value a high growth company What is the intrinsic value of Intuitive Surgical Ask the Investors: Why is the economy not the stock market? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Arif Karim’s company, Ensemble Capital Ensemble C…
 
In this episode, you'll learn: How can the US continue printing dollars without the dollar significantly weakening Which role the treasury market has in the geopolitical situation between the US and China Whether the US could end up like the Weimar Republic or Venezuela Why is gold not going higher despite the excessive money printing. The differen…
 
In this episode, you'll learn: Why the FED buying corporate debt is distorting the capitalist system What is the relationship between money supply, price inflation, and inflated assets How to invest internationally Why European big tech companies can’t compete with US and Asia counterparts BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Check out the…
 
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 sto…
 
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 yo…
 
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 far How does Warren Buffett allocate capital across Berkshire Hathaway Ask The Investors: What does “cash…
 
In this episode, you'll learn: What is happening in the stock market right now How Preston and Stig are positioned in the market Whether the US is falling into the same liquidity trap as Japan. Pros and cons of fiat currencies Stock market similarities and differences to 1929 Ask The Investors: How do I avoid catching a falling knife BOOKS AND RESO…
 
In this episode, you'll learn: How Mohnish Pabrai thinks about biases Why and how Mohnish Pabrai uses his checklist in stock investing How has the shorter tenure of stock in S&P500 made Mohnish think of compounders Why Mohnish started Dakshana foundation How Mohnish Pabrai uses his investor mindset to give to charities with the highest possible ret…
 
In this episode, you'll learn: Why we have too much debt and not enough growth in the world Why we need monetary policies deflation on a global scale Why we won’t have a new Bretton Woods Why technology is massive deflationary Why and how to invest in businesses that have the best networking effect Ask The Investors: What does the low interest rate…
 
In this episode, you'll learn: How to estimate the intrinsic value of Bank of America How to understand bank valuations based on tangible book value How to read the yield curve and what it means for profitability for banks How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America Ask The Investors: Why should I…
 
In this episode, you'll learn: How the Chinese central bank operates, and which interests they have in manipulating their interest rate What the real drivers behind the trade war are How to understand the Chinese economy and the impact of the US and the rest of the world Why China will soon grow only 1-2% annually Why the Chinese banking system pre…
 
In this episode, you'll learn: What is going on behind the scenes of the FED and why they do doing swap lines with USD Why Marin Katusa is bull on Equinox Gold and Liberty Gold A practical guide to investing in the gold sector What happened to the price of oil The new relationship between, gold, USD, and the price of oil BOOKS AND RESOURCES MENTION…
 
In this episode, you'll learn: Understanding what is happening in the stock market right now What Preston and Stig are looking at in the stock market Understanding quantitative easing and FED’s balance sheet in a time of crisis Understanding inflation and deflation pressures and how it impacts the economy and financial markets Ask The Investors: Ho…
 
IN THIS EPISODE, YOU'LL LEARN: The most important takeaways from Warren Buffett’s most recent letter to shareholders An overview of the five major segments of Berkshire Hathway What is the moat of Berkshire Hathaway after Warren Buffett and Charlie Munger Should Berkshire Hathaway be used as a substitute for cash or a bond in your portfolio? Ask Th…
 
In this episode, you'll learn: How Preston and Stig were positioned before the stock market crashed How Preston and Stig are positioning themselves today Why Preston thinks we’re heading into global hyperinflation Why Stig thinks that now is a good time to add to your compounders in the stock market What the FED and the ECB are doing right now Ask …
 
In this episode, you'll learn: Why value investors don’t understand how Warren Buffett does factor in macroeconomics events The biggest misperception of dividend investing How to measure value in growth How to invest in companies with predictable earnings Ask The Investors: How to make a living in investing when your holding period is forever? BOOK…
 
In this episode, you'll learn: What the Intrinsic value is of ExxonMobil and Etsy Why Exxonmobil’s plan for 2025 may indicate a 16% annualized return for you as a stock investor If ExxonMobil’s 7% dividend is sustainable Why Preston thinks that Bitcoin could go to $20,000 by the end of 2020 and $200,000 by the end of 2021 Ask The Investors: How do …
 
In this episode, you'll learn: Why hard work is not enough to be successful, and what you can do about it Know how others see you, so you can redirect them how they should see you How to turn your weaknesses into assets What you can learn from starting with $5 in capital BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Laura Huang’s book, Edge – Read …
 
In this episode, you'll learn: What states like Wyoming are doing to attract Bitcoin companies into the state How the definition of legal tender impacts the legal treatment of Bitcoin Can/would the US shut down Crypto exchanges Can/would the US government ban cryptocurrencies What are the new laws Secretary Mnuchin is talking about BOOKS AND RESOUR…
 
In this episode, you'll learn: Which trends that are important to follow in 2020 and beyond in commercial real estate What the impact is of student debt on real estate in the decades to come Why investors should consider purchasing multifamily assets and conservatively leverage the investment with cheap 10-year fixed-rate debt. How to understand th…
 
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 chain What are some of the key figures we know today The reflexive impact of fear on spending The impact on Airlines Asymptomatic transmission impacts What's t…
 
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 growth The risks of investing in Mastercard How to understand networking effects in business Ask the Investors: How many stocks should a …
 
In this episode, you'll learn: An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010 The similarities between the FED’s monetary policy in 1929 and today How the stock market could decline by 22.6% in a single day in 1987 How the incentives for homeowners and investment bankers in 2008 destroyed the stock market Why t…
 
IN THIS EPISODE, YOU'LL LEARN: How the FED will react to a sell-off in the stock market How much countries’ balance sheets can grow Why the FED is committed to financing US deficits Why inflation is a misunderstood concept If there is a risk for the US to go into hyperinflation BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston and Stig’s previo…
 
IN THIS EPISODE, YOU'LL LEARN: Why you can’t truly be a passive investor Why the stock market is a better inflation hedge than gold What are the differences and similarities between financial markets and the economy If the US government running out of money Ask The Investors: Should I invest in a leveraged ETF if I think the stock market will go up…
 
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