We interview and study famous financial billionaires including Warren Buffett and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
TIP390: Quantitative Investing Tactics w/ Michael Gayed
Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed.
TIP389: Buffett's Core Principles w/ Dev Kantesaria
Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets. Dev holds an undergrad from MIT and was top of his class at Harvard Medical School before pivoting and going into venture instead of medicine 14 years ago. Dev is also a big Buffett and Munger fan and follows their principles closely.
BTC048: Does the Stock to Flow Model Eventually Break w/ Plan B (Bitcoin Podcast)
Preston Pysh talks with renowned analyst, Plan B. He talks about whether the Stock to Flow Model will eventually fail, along with numerous other macro insights.
TIP388: Lessons from Druckenmiller w/ Trung Phan
Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financial content on Twitter. His popularity recently afforded him the opportunity to interview legendary investor, Stanley Druckenmiller.
TIP387: Precious Metals Masterclass w/ Tavi Costa
Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term. Tavi is a partner and portfolio manager at Crescat Capital and is Trey's favorite resource when it comes to precious metal research.
BTC047: Bitcoin, Supply Chains, Debt Ceilings and More w/ Parker Lewis (Bitcoin Podcast)
Preston Pysh talks with Bitcoin thought leader, Parker Lewis. Parker talks about his thoughts on the debt ceiling, supply chains, the trillion-dollar coin, and how Bitcoin solves the systematic issues that plague the global economy.
Interview more people who aren’t drinking the cool aid
Enjoyed Bitcoin episode 035. Good discussion and approach. Really gets a bit boring listening to the same old arguments supporting BTC while overlooking some of the negatives. I buy Bitcoin because the price goes up. I don’t agree it solves anything. I don’t recall where I heard it- but someone described it as a solution looking for a problem to solve.
Thank you for the Foss & Collum BTC debate. There was respectful appreciation for each other’s point of view (worth the listen for that alone), plus arguments were considered and well substantiated. A very helpful episode for someone with concerns of their own.
Greetings from Australia
I listen to you guys most week days on my commute to work. I have referred your show to a few Aussies friends too who are enjoying it too. Thanks for having on a few Aussie talent on your show it brings it home. IMO the topics and discussion bring universal ideas and information.
Keep it up and don’t disappear.
BTW I heard you had Telstra sponsor a show - good for them 😁