In the fourth quarter 2023 mastermind discussion with Preston Pysh, Joe Carlasare, Jeff Ross, and Steven McClurg, we cover a broad range of macro and Bitcoin topics.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:28 - The DTCC website listing various Bitcoin ETFs.
01:28 - Will the Bitcoin ETF even bring new interest to Bitcoin?
26:05 - What is happening in the treasury market right now?
33:45 - The current bull market in Bitcoin - what's driving it?
53:27 - What's the broader implications of the treasury market moves?
01:04:15 - Oil.
01:04:15 - PBOC liquidity injections and overall outside influences to liquidity.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.


Joe’s Legal Practice.


Steven’s company Valkyrie.


Jeff’s Investment Firm.


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:

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 150,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Education

Training

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In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

The current Fed/Treasury cap on USD and UST yields.

Potential changes in how housing inflation is measured.

The implications of a $1.8 trillion housing stimulus.

The backlog in transmission interconnections and its impact.

Key trends in commodities like copper and uranium.

Insights into the Japan treasury market.

The effects of stablecoins on the dollar’s utility.

How these macroeconomic factors could impact Bitcoin.


BOOKS AND RESOURCES

Luke Gromen’s FFTT Newsletter.

Luke Gromen's Twitter.

Luke Gromen’s Books on Amazon.

Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals 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

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AFR

The Bitcoin Way

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

In this episode, William Green chats with Christopher Tsai, President & Chief Investment Officer of Tsai Capital. Christopher, who’s beaten the S&P 500 over the last 24 years, explains why Tesla is his biggest position; why investors routinely underestimate the impact of disruptive technologies; why it was so challenging to be the son of America’s first celebrity fund manager; what 3 habits help him most; & what he learned from his famed mentors, Peter Kaufman & Charlie Munger.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:15 - How Christopher Tsai’s family survived war & oppression in China.
18:02 - How his father became America’s first celebrity fund manager.
21:38 - What lessons Christopher drew from his father’s successes & failures. 
39:51 - Why Tesla is Christopher’s biggest investment.
46:32 - Why we tend to underestimate the impact of disruptive technologies.
57:31 - Why the costliest mistake is to sell great compounders too early.
1:07:08 - What tailwinds he’s riding with Microsoft, Visa, & Mastercard.
1:14:21 - How his views on diversification have changed.
1:16:36 - What 3 habits help him to be focused, peaceful, & productive.
1:43:01 - How he became a money manager at 16.
1:57:07 - What Peter Kaufman taught him about the 7 steps to success.
2:06:48 - Why Christopher won’t invest in China.
2:10:41 - What Charlie Munger taught him.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Christopher Tsai’s investment firm, Tsai Capital.

Christopher Tsai’s white paper on Investing in an Age of Disruption.

Christopher Tsai’s white paper on The Power & Challenges of Compounding.

Marcel Proust’s In Search of Lost Time.

Adam Seesel’s Where the Money Is.

Maxwell King’s The Good Neighbor.

William Green’s podcast episode with Peter Keefe | YouTube Video.

William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.

Follow William Green on X.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

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

The Bitcoin Way

Sun Life

AT&T

Industrious

Meyka

Range Rover

Yahoo! Finance

Fundrise

iFlex Stretch Studios

Briggs & Riley

Public

USPS

American Express

Shopify


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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RWH045: Real Success w/ Christopher Tsai

On today’s episode, Clay shares the most important lessons he’s learned from Chris Mayer.
Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
05:02 - The potential dangers of cloning.
09:40 - What Clay learned from reading 100 Baggers by Chris Mayer.
26:39 - Common characteristics of 100 Baggers.
32:03 - Lessons from Chris’s lesser-known book — How Do You Know?
49:39 - Chris’s secret to success in long-term compounding.

Disclaimer: Slight discrepancies in the timestamps 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, Kyle, and the other community members.

Chris’s books: 100 Baggers & How Do You Know.

Thomas Phelp’s book: 100 to 1 in the Stock Market.

William Thorndike’s book: The Outsiders.

Related Episode: TIP543: 100 Baggers: Stocks that Increase 100:1 w/ Chris Mayer | YouTube Video.

Related Episode: TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer | YouTube Video.

Related Episode: TIP608: Long-Term Compounding w/ Chris Mayer | YouTube Video.

Related Episode: MI310: A Serial Acquirer's Deep Dive w/ Chris Mayer | YouTube Video.

Check out Mohnish’s Q&A with YPO.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

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

The Bitcoin Way

Sun Life

AT&T

Industrious

Meyka

Range Rover

Yahoo! Finance

Fundrise

iFlex Stretch Studios

Briggs & Riley

Public

USPS

American Express

Shopify


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP633 : What I Learned from Chris Mayer w/ Clay Finck

Join us on this episode of Bitcoin Fundamentals as we talk with Abubakar Nur Khalil, a distinguished Bitcoin Core Contributor and founder of Recursive Capital. We explore Bitcoin's progress across Africa, discussing regulation, P2P dynamics, and significant developments in Nigeria. We also cover Abubakar's role at Btrust alongside Jack Dorsey and Jay Z, Recursive Capital's mission, and future Bitcoin advancements.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:46 - The current state of Bitcoin development in Africa.
06:46 - Insights into Bitcoin regulation and P2P dynamics in Nigeria.
14:09 - Abubakar Nur Khalil's journey as a self-taught programmer and Bitcoin Core Contributor.
31:46 - The role and achievements of Btrust in the Bitcoin ecosystem.
42:39 - The mission and strategy behind Recursive Capital.
47:50 - Key Bitcoin investments and developments in Africa.
50:36 - Challenges faced by Bitcoin initiatives in the region.
54:13 - What Abubakar is optimistic about for Bitcoin in 2024 and beyond.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Abubakar's Twitter.

Recursive Capital's Twitter.

Recursive Capital’s Contact Information for investment.

B-Trust's Twitter.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.

Check out our Bitcoin Fundamentals 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

The Bitcoin Way

Sun Life

AT&T

Industrious

Meyka

Range Rover

Yahoo! Finance

Fundrise

iFlex Stretch Studios

Briggs & Riley

Public

USPS

American Express

Shopify


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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

BTC183: Bitcoin Investing Opportunities in Africa w/ Abubakar Nur Khalil

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he has put Burberry on this watchlist. Hari’s pick, ICICI Bank Limited, is a solid bet on the rise of India, and Tobias pitches Playtika, a value stock trading at an appealing valuation. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
01:57 - What are the current economic conditions? 
13:37 - Are we entering a world with less disruption?
17:30 - What Stig’s bull case is for Burberry (Ticker: BURBY).
35:18 - The bear case for Burberry, including the current deterioration in the luxury sector.
42:35 - Why Toby has invested in Playtika (Ticker: PLTK).
52:23 - The bear case for Playtika, including the lack of moat and switching costs.
56:01 - Why Hari is bullish on ICICI Bank Limited (Ticker: ICICIBANK).
1:12:47 - The bear case of ICICI Bank Limited, including whether the valuation is stretched. 

Disclaimer: Slight discrepancies in the timestamps 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, Kyle, and the other community members.

Tune in to the Mastermind Discussion Q1 2024 – TIP610 | YouTube video.

Listen to Mastermind Discussion Q4 2023 – TIP586 | YouTube video.

Tune in to the Mastermind Discussion Q3 2023 – TIP576 | YouTube video.

Listen to Mastermind Discussion Q2 2023 – TIP557 | YouTube video.

Tune in to Mastermind Discussion Q1 2023 – TIP528 | YouTube video.

Tune in to Mastermind Discussion Q4 2022 – TIP496 | YouTube video.

Listen to Mastermind Discussion Q3 2022 – TIP475  | YouTube video.

Tune in to Mastermind Discussion Q2 2022 – TIP450 | YouTube video.  


Listen to Mastermind Discussion Q1 2022 – TIP418 | YouTube video.


Stig Brodersen’s portfolio and return. 

Understanding IFRS16 on operating leases.

Tobias Carlisle's podcast, The Acquirers Podcast.

Tobias Carlisle's ETF, ZIG.

Tobias Carlisle's ETF, Deep.

Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.

Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.

Tweet directly to Tobias Carlisle.

Hari's Blog: BitsBusiness.com.

Tweet directly to Hari.

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

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

The Bitcoin Way

Sun Life

AT&T

Industrious

Meyka

Range Rover

Yahoo! Finance

Fundrise

iFlex Stretch Studios

Briggs & Riley

Public

USPS

American Express

Shopify


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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

BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)

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