The Intrinsic Value Podcast - The Investor’s Podcast Network

MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie


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IN THIS EPISODE, YOU’LL LEARN:

  • 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape.
  • 04:30 - What asset classes does he invests in.
  • 07:17 - How he analyzes the opportunity cost between two different individual stocks.
  • 34:21 - What he'll be eyeing in the months ahead.
  • 40:37 - How Trey became the host of We Study Billionaires.
  • 51:48 - How his company was able to get stocked at Target and Costco.
  • 53:53 - How being an investor has made Trey a better businessman.
  • And much, much 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 Kyle and the other community members.
    • Trey’s company, Better Booch.
    • Check out TIP’s flagship show, We Study Billionaires.
    • Trey, Clay, and Robert’s tool for picking stock winners and managing our portfolios: TIP Finance.
    • Related episode: Building a Balanced Portfolio w/ Dan Rasmussen - MI161.
    • Related episode: Bitcoin is for Millennials w/ Preston Pysh - MI135.
    • Related episode: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard. - MI127.
    • Get a FREE audiobook from Audible.
    • Check out our Investing Starter Packs about business and finance.

    • SPONSORS

      Support our free podcast by supporting our sponsors:

      • CFI Education
      • Airbnb

      • Read this episode’s transcript and full show notes on our website.

        Connect with Trey: Website | Twitter | LinkedIn 

        Connect with Clay: Twitter 


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        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network

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