We Study Billionaires - The Investors Podcast

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Syndication

In this episode, the mastermind members discuss the following topics:

  • Why Berkshire Hathaway is building a small equity position in the airline industry.
  • Why gold might be a good asset class depending on the country you live in.
  • What has caused the sell-off in bonds and how that will influence the stock market.
  • Why India recently took the biggest currency bills out of circulation overnight.
Direct download: TIP_-_118_-_Mastermind_-_final_mp3.mp3
Category:Investing -- posted at: 7:00pm EDT

In this episode, we interview one of the best investors of all time, Bill Miller.  We discuss the following topics:

  • Why Bill thinks some value investors miscalculate the value of Amazon.
  • Why billionaire macro investors think that bond yields might go to 6% in 12-18 months.
  • If the Enterprise Multiple is the best key ratio to filter stocks by.
  • Why Bill thinks Apple was a bad capital allocator and how they have improved.
  • How Bill views the value of Tesla at the end of 2016.
Direct download: TIP_-_117_-_Bill_Miller_final_v2.mp3
Category:Investing -- posted at: 7:00pm EDT

In this episode we study:

- Ray Dalio's thoughts on whether the Bond Market has ended it's Bull Streak 

- Why Cash might be a great call option on all asset classes

- Thoughts on the current conditions of Gold

- What an economic reset is and how it applies to today's market

- Why the dollar is the primary reserve currency on borrowed time  

Direct download: TIP_-_116_-_Grant_Williams_final_mp3.mp3
Category:Investing -- posted at: 7:00pm EDT

In this episode, you'll learn:

  • If the presidential election will have any impact on the stock market.
  • An alternative approach to invest in an overvalued market.
  • How to use options as a value investor.
  • How Warren Buffett used a special investing strategy to achieve 29.5% over a 12 years period
  • Ask the investor: How to start your career as a value investor
Direct download: TIP_-_115_-_Toby_Carlisle_-_final_mp3.mp3
Category:Investing -- posted at: 7:00pm EDT