IN THIS EPISODE, YOU’LL LEARN: 01:21 - Why it's so hard for businesses to operate in this environment. 08:01 - His thoughts on the CDS for banks right now. 10:55 - How do things unfold in Europe? 22:39 - Future manipulating the spot Bitcoin Price. 32:27 - More QE. 37:45 - Does Larry see the economy starting to get deflationary any time soon? 42:39 - What does Russia want and what's their end game? 49:43 - At what point does the bond market preemptively stop believing the FED can normalize? 56:36...
Jul 13, 2022•1 hr 16 min•Ep 577•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 00:02:04 - How Guy Spier deals with the many competing demands on his time and energy. 00:03:07 - Why it’s vital to have clarity about your life mission and to structure your life around it. 00:09:00 - Why it’s helpful to write your own obituary or funeral speech. 00:09:59 - What strategies help Guy to focus better and handle the challenge of having ADHD. 00:11:53 - How to construct an environment that enables you to think calmly and deeply. 00:26:22 - How Guy stru...
Jul 10, 2022•1 hr 14 min•Ep 576•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 00:03:02 - How Guy Spier’s ancestors lost their family fortune and became refugees in the 1930s. 00:11:41 - How Guy was shaped by this story and embarked on a quest to restore their lost fortune. 00:24:20 - Why investors need to recognize that nothing is stable and everything changes. 00:28:12 - Why Guy settled in Switzerland and why he worries about the future of the U.S. 00:35:34 - Why he doesn’t like Bitcoin or gold, preferring to own “productive assets.” 00:45:...
Jul 10, 2022•2 hr 49 min•Ep 575•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 05:29 - Why Howard thinks the stock market is rigged. 08:07 - How to treat investing and business like a game. 20:20 - Why you should invest in companies you know and love, much like the style of Peter Lynch. 23:54 - Howard’s 8 & 80 rule. 44:15 - Social Leverage 45:03 - How to create a network of brilliant people. 46:39 - How to cultivate joy in investing. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform difference...
Jul 08, 2022•52 min•Ep 574•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:18 - How Sven sees the current macro set-up. 10:18 - Will the central banks keep tightening until something breaks? 21:35 - What will the next round of stimulus look like from a size standpoint? 25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet? 39:57 - Sven's thoughts on technical analysis. 50:53 - Why did Sven change his mind about Bitcoin? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platfo...
Jul 06, 2022•1 hr•Ep 573•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:11 - What is the cause and effects of falling empires and debasement of currencies. 11:09 - Why the hardest money does not always win. 17:08 - The problem with commodity money. 24:21 - The relationship between fiat currencies and warfare. 30:49 - What the Tiffin dilemma is, and how it’s relevant today. 37:52 - Why Japan's macro situation is distinctly different than what will happen in the US and Europe in the years to come. 46:07 - Why the Bank of Japan can’t f...
Jul 03, 2022•1 hr 2 min•Ep 572•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 02:00 - The 4 horsemen of the investing apocalypse, according to Jim. 12:01 - How and why certain factors change over time. 18:27 - The best approach to using discounted cash flow models. 26:32 - Whether or not GDP and therefore Market Cap to GDP ratios are still relevant value indicators. 59:30 - How Jim built OSAM and why he decided to ultimately sell. 1:07:54 - What Jim learned from his highly successful and philanthropic grandfather. And a whole lot more! *Disc...
Jul 01, 2022•1 hr 11 min•Ep 571•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:20 - What in the world is happening with the Japanese Yield Curve Control? 15:12 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius). 27:57 - Frequencies of settlement. 32:07 - Are monetary policy-makers wagging the tail of politicians? 34:07 - At what speed is this current cycle going to play out? 35:29 - Has inflation peaked? 42:49 - Recent statements by FED Chair Powell. 49:47 - The battle between producer states and consumer states. 01:09:52 - The ...
Jun 29, 2022•1 hr 15 min•Ep 570•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:35 - Sam Walton’s 10 pieces of advice for building a successful business. 05:35 - What Amazon learned from Walmart. 28:29 - Why it is a big problem if your team is not complaining. 38:43 - Ask the Investors: Are Warren and Charlie the competitive advantage of Berkshire Hathaway? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock i...
Jun 28, 2022•49 min•Ep 569•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 10:14 - How he pioneered the idea of behavioral finance by living it. 12:32 - The highlights of Sir John Templeton’s career. 35:00 - What led John to become Sir John. 38:20 - How Lauren’s fund has evolved since it was first funded by Sir John. 52:42 - Lauren’s thoughts on nature vs nurture, having grown up in a family of famous investors. 1:01:00 - How to invest at the time of optimum pessimism and if we are there today. And a whole lot more! *Disclaimer: Slight ti...
Jun 26, 2022•1 hr 7 min•Ep 568•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 02:03 - How Vitaliy is thinking through today’s market. 21:06 - When active value investing is too active. 31:50 - How to develop better habits. 40:24 - What Vitaliy has learned from Stoicism. 55:59 - How honing your art and craft is essential for investing and other areas of life. 59:48 - What we can learn from classical composers as well as painters such as Van Gogh. 01:08:34 - The equation for a meaningful life. And a whole lot more! *Disclaimer: Slight timestam...
Jun 24, 2022•1 hr 12 min•Ep 567•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:20 - How Pablo found Bitcoin after two decades as a software developer. 07:15 - Jack Dorsey's Web 5 announcement - what is it? 08:32 - A deep dive into decentralized identity and data storage over the lightning network. 28:36 - What his general thoughts are on the lightning network. 36:57 - What are some of the biggest misunderstandings in development? 41:22 - What are your thoughts on the decentralization of the lightning network? 49:34 - Do you see a world whe...
Jun 22, 2022•1 hr 14 min•Ep 566•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 03:13 - Why control is the key to motivating people. 08:11 - How do you form the best teams? 22:02 - Why GE is setting both SMART goals and strength goals. 29:17 - How to statistically make the best decisions. 41:41 - Ask the Investors: How diversified should I be when my portfolio is my net worth? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in m...
Jun 21, 2022•48 min•Ep 565•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 01:30 - What Kalshi is and why it’s a very unique company. 02:36 - How events trading works. 03:18 - What it took to get Kalshi approved by the Commodity Futures Trading Commission (or CFTC) - the first company of its kind to do so. 42:57 - Why Billionaire Charles Schwab personally invested in the company. 53:01 - Why Luana and her cofounder Tarik decided to create the company. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podca...
Jun 19, 2022•1 hr 4 min•Ep 564•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 02:14 - What the Eurodollar is exactly. 06:32 - What the Petrodollar is and why Jeffrey thinks it’s illusory. 13:59 - How the global monetary system actually works, according to Jeffrey’s research. 38:00 - Why the Russian Ruble is rising, despite being cut off from the swift system. 42:19 - Why the dollar continues to rise. 49:06 - What Zoltan Pozsar gets wrong in his latest report. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to ...
Jun 17, 2022•1 hr 7 min•Ep 563•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 02:23 - How Tyler worked on some of the digital asset laws in Wyoming. 05:34 - How did some of those laws in Wyoming work their way into the federal bill? 15:29 - What were some of the objectives of the Bill to keep it focused on the right areas? 16:55 - Why Proof of Work and Proof of Stake is not discussed in the Bill. 17:10 - Enabling Versus Disabling legislation. 41:25 - How was the Luna melt-down discussed in Congress? 46:34 - How the Responsible Consumer Prote...
Jun 15, 2022•59 min•Ep 562•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN 00:02:41 - How an introduction from Warren Buffett led to Mohnish’s friendship with Charlie Munger. 00:04:46 - What it’s been like to hang out with Charlie over the last 14 years. 00:15:45 - How Warren and Charlie have succeeded by being voracious “learning machines.” 00:18:59 - How Warren and Charlie differ from each other as investors. 00:22:12 - How Charlie figured out that Li Lu would be one of the greatest investors of our time. 00:42:34 - Why it’s helpful to k...
Jun 14, 2022•2 hr 55 min•Ep 561•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 14:38 - How to calculate your retirement needs. 20:32 - How to determine how much cash you should reserve. 39:46 - How to think through investment account types like 401ks, IRA’s, Roths, etc. 51:17 - The ideal allocation of index funds. 1:00:34 - When to consider alternative investments like real estate or small businesses. 1:04:23 - Time and Energy trade-offs while determining your approach. 1:08:59 - How to incorporate philanthropy. *Disclaimer: Slight timestamp ...
Jun 12, 2022•1 hr 10 min•Ep 560•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 01:45 - What levels indicate a crisis. 12:00 - How to use the High Yield Spread as an indicator and why it works. 16:34 - Why you should reconsider using a discounted cash flow model. 29:46 - Verdad's four-quadrant approach. 35:20 - How to mitigate confirmation bias while using a quantitative approach. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermin...
Jun 10, 2022•1 hr 1 min•Ep 559•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 02:43 - What it was like to start up Bitcoin Beach. 06:16 - What Mike's distribution plan and onboarding were like for getting people to use Bitcoin? 10:01 - Mike's opinion on the international Bitcoin summit for central bankers in El Salvador. 15:11 - What was the most interesting takeaway from the summit? 17:55 - What have the benefits been for the people of El Salvador thus far? 31:46 - Mike had never met with a billionaire before in his life and then this year ...
Jun 08, 2022•1 hr 3 min•Ep 558•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 0:40 - Who is Phil Knight? 7:16 - What is the story behind Nike? 13:38 - What led to Nike’s success? 31:24 - What made Phil Knight a billionaire? *Disclaimer: Slight timestamp discrepancies 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, and the other community members. Read our free executive summary of the book, Shoe Dog. Phil Knight...
Jun 07, 2022•50 min•Ep 557•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 01:12 - Why Tobias Carlisle rang the bell on the NYSE. 05:01 - Why the stock market still looks expensive. 12:20 - Why the stock market is moving the way it does. 17:27 - How to invest in a world with higher interest rates. 27:21 - How deep value performs in bear markets. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing d...
Jun 05, 2022•1 hr 14 min•Ep 556•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 01:30 - How Jim is thinking through today’s market and what previous era it most reminds him of. 10:45 - A breakdown of his disciplined value investing approach. 18:59 - Why you should care or even reconsider high dividend stocks. 28:22 - Why value factor companies are expected to outperform in the near term. 43:23 - What Jim has learned over his 50-year career and his favorite memory to date. and much more! *Disclaimer: Slight timestamp discrepancies may occur due...
Jun 03, 2022•47 min•Ep 555•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:05 - From a macro standpoint, what surprises them the most? 04:51 - What is happening in the Credit Default Swap market? 04:51 - Why are the CDS prices in Japan not so bad considering how much Yield Curve Control has been implemented? 14:40 - Why is Fidelity so involved in Bitcoin and why is it so important? 29:40 - Are the Credit cycles getting faster? 39:19 - What's the next major central bank to implement Yield Curve Control? 51:39 - What are fixed income inv...
Jun 01, 2022•1 hr 24 min•Ep 554•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 05:42 - Who is William Green and what is his book, “The Great Minds of Investing” about? 08:39 - What can all value investors learn from reading William Green’s book? 47:24 - Ask The Investors: Can you be successful by investing according to a formula? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. William Green’s book, The Great Minds of Investing...
May 31, 2022•2 hr 37 min•Ep 553•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 03:53- Where the markets might be heading. 12:36 - Elon’s latest update on his Twitter takeover. 32:54 - Why alternative energy should be the main focus for climate innovation. 39:05 - Field Trip’s business model. 43:22 - General information about how psychedelics are being used for medical treatment. and much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Commun...
May 29, 2022•1 hr•Ep 552•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 06:48 - How Ed Thorpe influenced Bill Gross in the early days. 04:49 - How Bill pioneered a market for trading bonds. 09:23 - How Bill founded Pimco and the famous Total Market return fund. 21:41 - How they successfully navigated the GFC and established an abnormal relationship with the government along the way. 31:44 - The trade that began the decline of Bill’s time at Pimco. 51:25 - Bill’s own autobiography was recently released. And a whole lot more! *Disclaimer...
May 27, 2022•54 min•Ep 551•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 01:47 - How Bitcoin first got into Shaun's life as an energy executive. 07:48 - What was the reaction of most energy company executives that are learning about Bitcoin? 12:16 - How fast is Bitcoin being adopted into the grid's infrastructure? 14:08 - How does Bitcoin impact the bottom line for energy companies? 14:08 - How does Bitcoin impact the energy grid's stability? 22:21 - How policymakers understand the advantages of Bitcoin mining. 37:26 - How energy prices...
May 25, 2022•1 hr 10 min•Ep 550•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: 00:06:41 - Why he views plunging prices and widespread pessimism as signals to buy stocks. 00:08:19 - Why this period has been “extraordinarily painful” for Miller and many of his peers. 00:08:54 - Why war, inflation, and rising interest rates mean we’re in a new investment environment. 00:15:06 - Why he believes the battered stock market looks poised for a rebound. 00:15:32 - How to handle the emotional pressure of brutal downturns in financial markets. 00:17:31 -...
May 24, 2022•2 hr 47 min•Ep 549•Transcript available on Metacast IN THIS EPISODE, YOU'LL LEARN: 01:51 - Why Toby is bull on Domino's Pizza (Ticker: DPZ) 17:42 - Why Hari wants to invest in Meta (Ticker: FB) 38:41 - Why Stig has decided to invest with Mohnish Pabrai *Disclaimer: Slight timestamp discrepancies 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, and the other community members. Mastermind Discussion Q1 2022. Mastermind ...
May 22, 2022•1 hr 10 min•Ep 548•Transcript available on Metacast 
