James Lavish joins Preston Pysh to help understand an interesting situation where we’re starting to see failed treasury auctions, enormous recessionary pressures building in the markets, along with a reverse repo facility that’s getting drained at a breakneck pace.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:08 - What is James currently seeing that's going to dominate the markets in 2024?
21:03 - What happened with the recent treasury auction tail that caused a 3 SD move in price action?
29:52 - What is fundamentally causing a poor auction like that to happen?
01:01:41 - What is something James is excited about in 2024?
01:03:55 - How does James see Bitcoin's performance in 2024 with such a macro situation playing out?

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

BOOKS AND RESOURCES

James on Twitter.

James' Newsletter.

James' VC Firm.


NEW TO THE SHOW?

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

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

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
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

BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (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

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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


Learn more about your ad choices. Visit megaphone.fm/adchoices
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

TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra

On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
02:21 - How the energy space has developed over the past 30 years.
05:35 - Why energy is inherently cyclical.
11:21 - Arvind’s view on a sensible energy transition.
21:49 - China and India’s role in today’s energy markets.
25:51 - How Arvind views this energy cycle playing out.
28:19 - How AI will impact energy demand.
32:49 - The primary metals needed in the transition to sustainable energy.
42:20 - Why Arvind is still bullish on uranium.
55:55 - Potential breakthrough technologies to come in the future.

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.

Check out Geosphere Capital.

Related Episode: TIP572: Finding Value in the Oil Market w/ Josh Young | YouTube Video.

Follow Clay on 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 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

TIP631: The Bullish Energy Cycle w/ Arvind Sanger

Join us for an insightful discussion with Joe Carlasare, American HODL, and Jeff Ross as we delve into the latest in the Bitcoin world. We start with why the ETH ETF isn’t happening anytime soon, Roger Ver's $50M tax dilemma, and analyze the current market setup heading into summer. We also explore the implications of Bitcoin's recent halving, Japan's FX intervention, and the White House's veto threat on SAB121. Don't miss this comprehensive update on key Bitcoin events and trends.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
00:58 - The latest updates on the ETH ETF news and its potential impact on the market.
03:40 - How US ETFs are interacting with Bitcoin, including significant figures.
27:04 - The White House's position on SAB121 and its potential consequences for the crypto space.
35:45 - Details on Japan's FX intervention and the role of US treasuries in its foreign reserves.
41:57 - The effects of the recent Bitcoin halving and its influence on supply and demand.
45:02 - An analysis of the current Bitcoin market setup as we head into summer.
01:00:51 - Insights into Roger Ver's $50M tax issue and its implications.
01:00:51 - Expert opinions from Joe Carlasare, American HODL, and Jeff Ross on these pressing topics.

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

BOOKS AND RESOURCES

Joe Carlasare's law practice.

Jeff Ross's investment firm.

American HODL's Twitter.

Joe Carlasare's Twitter.

Jeff Ross's Twitter.

Related episode: Listen to BTC159: Binance, GBTC, FinCEN and More w/ Joe Carlasare & HODL, or watch the video.

Related episode: Listen to BTC154: Bitcoin and Macro Mastermind Q4 2023, or 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

The Bitcoin Way

Sun Life

AT&T

Industrious

Meyka

Range Rover

Yahoo! Finance

Fundrise

iFlex Stretch Studios

Briggs & Riley

Public

USPS

American Express

Shopify

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

BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast)

On today’s episode, Kyle Grieve discusses the book The Wealthy Gardener. He covers a variety of wealth topics like how to optimize your time to generate wealth, why it’s so important to avoid wage slavery, why you should embrace challenges to live a more fulfilling life, why we must make sacrifices in life whether we pursue wealth or not, why patience is vital to the wealth building process, practical lessons on setting financial goals, why you must avoid the dangers of debt, and much, much more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
03:31 - Simple tips to help how you think about where you spend your time
10:44 - The importance of sacrifice in order to obtain an extraordinary life
12:00 - What wage slavery is, and why you should avoid it at all costs
13:10 - How you can generate wealth regardless of it you are a high or low income earner
18:55 - How we can reframe the art of saving as "purchasing freedom at a later date"
22:17 - The importance of passion when pursuing your career choices
27:28 - The price you must pay for financial success
31:17 - A breakdown of the three seasons of wealth
40:57 - The power of pushing past self-perceived limitations
52:08 - Why you should avoid the parasite of wealth: debt

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.

Buy The Wealthy Gardener: Lessons on Prosperity Between Father and Son here.

Follow Kyle on Twitter and LinkedIn.

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
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

BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)

Download our free app to listen on your phone