IN THIS EPISODE, YOU’LL LEARN: Why you shouldn’t be worried about companies that uses leverage to buy back shares If excess stock returns found through back testing can be expected to continue in the future Why a back testing strategy is more profitable when combined with a basic strategy Why the optimal stock portfolio might be a combination of momentum and value stocks Why buying Amazon stocks is the same as buying lottery tickets Ask the Investors: How should I position my portfolio if the FE...
Dec 06, 2015•1 hr 4 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Why Security Analysis is one of Warren Buffett’s three favorite books Real case studies where Warren Buffett has directly applied skills acquired from Security Analysis The highlights for each of the 7 major parts in Security Analysis The difference in opinion between Benjamin Graham and Warren Buffett when it comes to dividends BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and t...
Nov 29, 2015•46 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: The top three things Charlie Munger has contributed to Warren Buffett’s evolution? Why Charlie Munger doesn’t look at macroeconomics when he invest in stocks, and whether or not it’s a blind spot Tren Griffin’s most memorable story about Charlie Munger The secrets behind the moat of Charlie Munger’s recent stock purchases What “lollapalooza” is, and why Charlie Munger thinks the concept is vital for understanding the stock market…and Tupperware parties! Ask the Inv...
Nov 22, 2015•47 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: How innovation can overcome regulations and demographic problems. Why it’s the banks and not the Federal Reserve that is “printing money”. Why and how the US financial system is different than in Europe. Why quantitative easing is nothing more than a simple asset swap. Why the US shouldn’t peg the dollar to a commodity or a basket of currencies. Ask the Investors: Do you own oil ETFs? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in mean...
Nov 15, 2015•51 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Why Preston, Stig, and Vanguard Founder Jack Bogle think the expected return in the stock market is 4% Why the historic stock market rally in October 2015 doesn’t change Preston and Stig’s fundamental opinion about the market. A brief discussion of each of the 7 habits of highly effective people. Which of the 7 habits that is the most important. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with ...
Nov 08, 2015•43 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: How the Roman empire collapsed because of increased money supply. How digital currencies might change our lives in the future. Why we are using paper money today and not currency backed by silver and silk. Why inviting someone to eat with you in ancient times was like a futures derivatives contract. Ask the Investors: How do you calculate the intrinsic value of a stock, and which discount to the value should you look for? BOOKS AND RESOURCES Join the exclusive TIP ...
Nov 02, 2015•37 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Which type of American companies James O’Shaughnessy’s right now deem to yield the highest returns. How to be humble about stock investing, and how you are likely to beat the stock market by taken yourself out of the equation. Why James O’Shaughnessy doesn’t include the interest rate and other macroeconomic factors in his investment models. How to profit from momentum stocks and if that corresponds to the current market conditions. The two biggest mistakes investor...
Oct 23, 2015•41 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: How Dorie Clark has come up with breakthrough ideas to build her own assets. Ask The Investors: How should you invest $1,000,000 to increase your monthly income? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Dorie Clark’s book, Stand Out – Read reviews of this book. Dorie Clark’s book, Reinventing You – Read reviews of this book. Guy Spier’s book,...
Oct 11, 2015•39 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: What Hari learned at Mohnish Pabrai’s annual meeting. How Tobias’ research shows that the stock market is overvalued. Why Calin is struggling with currency exposure and how to fix it. Why Preston thinks that the Japanese stock market is getting scary. Why Stig think that Warren Buffett’s largest acquisition is too expensive. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the o...
Sep 27, 2015•49 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Will ECB expand quantitative easing? What can the stock investor learn from “Thinking, Fast and Slow?” Note: Before discussing the book, Thinking Fast and Slow, Preston and Stig started the podcast by talking about some of the current market conditions. The discussion started with Europe and whether the ECB could expand their quantitative easing program further. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing ...
Sep 20, 2015•43 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Elon Musk and how will the billionaire change the world? How does thinking like Elon Musk make you think like a billionaire? Ask the Investors: Should I pick different stocks for my Roth IRA and 401(k)? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our executive summary of Ashlee Vance’s Elon Musk. Ashlee Vance’s book, Elon Musk –...
Sep 13, 2015•55 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Mark Cuban and what is his book “How to Win at the Sport of Business” about? How do you become as successful as Mark Cuban in business? Ask The Investors: How do I protect myself from Hyperinflation? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our five-page executive summary of the book, How to Win at the Sport of Business. Mark...
Sep 06, 2015•52 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is David Schwartz and what is the magic of thinking big? How can you take action to think big? Ask the Investors: Will anyone eclipse Warren Buffett as an investor? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our executive summary of The Magic of Thinking Big. David J. Schwartz’s book, The Magic of Thinking Big – Read reviews of th...
Aug 30, 2015•1 hr 12 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: How do I estimate the intrinsic value of an ETF? What is the investment philosophy behind Wesley Gray’s value ETF? Ask The Investors: Can you apply principles from Growth Investing in Value Investing? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Wesley Gray’s book, Quantitative Value – At his price. Wesley Gray’s blog post discussion on the conce...
Aug 23, 2015•42 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Wesley Gray and why did he start an ETF? What is the difference between an ETF and a mutual fund for the investor? Why is an ETF typically cheaper than a mutual fund? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Wesley Gray’s book, Quantitative Value – At his price. Wesley Gray’s blog post discussion on the concept of Quantitative Momentum...
Aug 16, 2015•47 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Nassim Taleb and what is a Black Swan? What are Mediocristan and Extremistan? Ask The Investors: Is Mark Cuban right when he says that value investing is only for the big guys? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our five-page executive summary of the book, The Black Swan. Nassim Taleb’s book, The Black Swan – Read revie...
Aug 09, 2015•52 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Clayton Christensen and what is the Innovator’s Dilemma? Why do great companies fail? What is the solution? Ask The Investors: Should I aim for the same return as Warren Buffett when building my own business? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our five-page executive summary of the book, Innovator’s Dilemma. Clayton Chr...
Aug 02, 2015•35 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Mike Figliuolo and what can we learn from his book “Lead Inside the Box”? How do stock investors assess the performance of leadership? Ask The Investors: Do the best investors calculate intrinsic value in their head? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Mike’s book, Lead Inside the Box – Read reviews of this book. Mike’s Presentati...
Jul 26, 2015•52 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Morgan Downey and what can we learn from his book “Oil 101”? Will oil be replaced in the future? Will the price of oil increase over the long term? Ask The Investors: Should I invest in an inverse S&P500 in an overheated market? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Morgan’s book, Oil 101 – Read reviews of this book. Michael Lewis’s...
Jul 19, 2015•1 hr 15 min•Transcript available on Metacast This In-B-Tween episode covers Warren Buffett's intrinsic value and current conditions in the bond market. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jul 15, 2015•4 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: What is a Mastermind Group? Why is the stock market moving up when GDP is going down? Where is the oil price heading? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Tobias’ Investing Site: The Acquirer’s Multiple. Tobias’ book, Deep Value – Read reviews of this book. Tobias’ book, Quantitative Value – Read reviews of this book. James O’Shaughnessy’...
Jul 12, 2015•48 min•Transcript available on Metacast This In-B-Tween-isode covers the importance of competitive advantages. The specific competitive advantage we discuss is the power of a brand. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jul 08, 2015•4 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: What is Berkshire Hathaway’s business model? What is the secret to Berkshire Hathaway’s success? Ask the Investors: How would Benjamin Graham invest in an index fund? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Benjamin Graham’s book, The Intelligent Investor – Read reviews of this book. Max Olson’s book, Berkshire Hathaway Letters to Shareholde...
Jul 05, 2015•55 min•Transcript available on Metacast In this episode, we research Warren Buffett and Bill Gates' opinions about heroes. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jul 01, 2015•6 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Brian Rutherford? What are the 7 biggest mistakes investors make? Ask the Investors: How can a company like Tesla continue to operate with negative earnings? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Benjamin Graham’s book, Security Analysis – Read reviews of this book. Benjamin Graham’s book, The Intelligent Investor – Read reviews of ...
Jun 28, 2015•54 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Richard Brandon and what is his book, “Screw It, Let’s Do It” about? What are Richard Branson’s billionaire pieces of advice? Ask The Investors: How should I invest when I’m a high school senior? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our executive summary of the book, Screw It, Let’s Do It. Related episode: Lessons from Bi...
Jun 21, 2015•43 min•Transcript available on Metacast In this 5 minute episode, Preston lay's out the 3 C's of leadership that he learned at the 101st Airborne Division. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jun 17, 2015•4 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is William Green? Who is the greatest mind of investing? William Green’s personal experience with value investing. William Green’s impression on Mohnish Pabrai and Joel Greenblatt. 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. Related episode: Richer, Wiser, Happier w/ William Green - MI131. ...
Jun 14, 2015•55 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is William Green and what is his book, “The Great Minds of Investing” about? What can all value investors learn from reading William Green’s book? 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. Related episode: Riche...
Jun 07, 2015•56 min•Transcript available on Metacast IN THIS EPISODE, YOU’LL LEARN: Who is Jack Schwager and what is the best investing strategy? How does Billionaire Ray Dalio invest? What can you learn from the best hedge fund managers? Ask The Investors: How do you stay grounded in value investing when the macro environment constantly changes? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Check out our executive summary of the...
May 31, 2015•50 min•Transcript available on Metacast 
