59 min

TIP416: High Finance Strategies for New Investors w/ Joe Percoco We Study Billionaires - The Investor’s Podcast Network

    • Investeren

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz.

IN THIS EPISODE, YOU'LL LEARN:

03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.

12:03 - The strategies that Titan offers.

24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game.

27:55 - Joe’s operational framework for Titan.

33:44 - Tips from some of Joe’s biggest mentors.

And a whole lot more!


*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.

Titan's website.

Joe Percoco's Twitter.

Trey Lockerbie's Twitter.



NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts. 



SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Meyka

AT&T

Vacasa

Fidelity

Monarch Money

Yahoo! Finance

Long Angle

Public

USPS

American Express

Shopify


HELP US OUT!
What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz.

IN THIS EPISODE, YOU'LL LEARN:

03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn.

12:03 - The strategies that Titan offers.

24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game.

27:55 - Joe’s operational framework for Titan.

33:44 - Tips from some of Joe’s biggest mentors.

And a whole lot more!


*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.

Titan's website.

Joe Percoco's Twitter.

Trey Lockerbie's Twitter.



NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts. 



SPONSORS
Support our free podcast by supporting our sponsors:

River

Toyota

Meyka

AT&T

Vacasa

Fidelity

Monarch Money

Yahoo! Finance

Long Angle

Public

USPS

American Express

Shopify


HELP US OUT!
What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

59 min

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