On today’s show we talk to macro economist Luke Gromen about the current issues being seen in the REPO market. 

IN THIS EPISODE YOU’LL LEARN:

What is the REPO rate and why it’s important for you.

How the regulations from the 2008 financial crisis have changed the markets today

How to position yourself in today’s volatile financial markets

Why the stock market will soar and not the opposite if we experience more QE


BOOKS AND RESOURCES

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

Luke Gromen’s book, Mr. X interviews – Read reviews of this book


Luke Gromen’s website, The Forrest for the Trees 


Luke's Gromen's Twitter Account



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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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

TIP262: REPO Markets - What it is & What's happening (Business 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

On today’s episode, Clay and Kyle give a recap of the 2024 Berkshire Hathaway shareholder meeting and share their favorite clips from the Q&A session with Warren Buffett. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
02:14 - What Clay and Kyle did during the Berkshire weekend in Omaha.
12:57 - Clay and Kyle’s takeaways from the tribute to Charlie Munger at the Berkshire event.
21:43 - What Buffett would do with Munger if he had one more day with him.
38:29 - How Berkshire’s managers communicate with Warren, Greg, and Ajit.
51:52 - Who the primary capital allocator will be post-Buffett.
63:13 - How Buffett would invest if he were managing a smaller amount of capital.

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.

Books Mentioned: The Psychology of Money.

Related Episode: TIP628: The Inner Scorecard w/ Mohnish Pabrai | YouTube Video.

Related Episode: TIP552: Berkshire Hathaway Annual Shareholder's Meeting 2023 | YouTube Video.

Follow Kyle on Twitter.

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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP629: Berkshire Hathaway Annual Shareholder's Meeting 2024 w/ Clay Finck and Kyle Grieve

John Perkins delves into his past as an economic hitman, explaining the mechanisms and impacts of his actions on global economies. He critiques the fiat system and its role in geopolitical strategies and debt creation. Perkins also explores the potential of Bitcoin and decentralized technologies to challenge established economic controls.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:37  - The role and responsibilities of an economic hitman.
23:01 - How the fiat monetary system facilitates economic manipulation and control.
27:44 - Specific tactics used to influence foreign policies and economies.
37:03 - The significant long-term impacts of these economic interventions on target countries.
41:47 - A simple explanation of the petro-dollar system and its global implications.
51:51 - The potential of Bitcoin and other decentralized technologies to disrupt traditional economic systems.
53:48 - Perkins’ personal journey and motivations for leaving his role and advocating for systemic change.

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

BOOKS AND RESOURCES

John Perkin's Website.

John’s newest book, Confessions of an Economic Hitman, 3rd Edition.

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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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

BTC181: The US's Economic Hitman w/ John Perkins

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $12.51 vs. $4.72 for the S&P500. In the interview, Mohnish Pabrai discusses his approach to a congruent life. 

Disclaimer: Stig Brodersen is invested in Pabrai Funds. 

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
10:14 - Which decisions Mohnish Pabrai made to improve his happiness.
15:06 - How to use the Buffett system to grade people.
26:02 - Why Mohnish likes to play bridge more than poker.
31:06 - Which principles Mohnish lives by.
38:58 - How Buffett and Mohnish (do not) take notes.

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.

Mohnish Pabrai’s website.

Learn more about Mohnish Pabrai’s Dakshana Foundation.

Our interviews with Mohnish Pabrai about Masterclass Investing | YouTube Video.

Our interviews with Mohnish Pabrai about investing in stocks | YouTube Video.

Our interviews with Mohnish Pabrai about value investing and philanthropy | YouTube Video.

Our interviews with Mohnish Pabrai about value investing | YouTube Video.


Our interviews with Mohnish Pabrai about value investing in 2021 | YouTube Video.


Our interview with William Green about Mohnish Pabrai and much more | YouTube 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 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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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

TIP628: The Inner Scorecard w/ Mohnish Pabrai

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2024. This quarter, they discuss Lululemon.

Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prospective returns might look like going forward.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:09 - The competitive advantages of Lululemon.
21:53 - How Lululemon’s margins compare to their competitors.
33:24 - What will drive Lululemon’s future growth.
37:46 - How large Lululemon’s total addressable market is.
44:13 - Our assessment of the management team and balance sheet.
60:24 - Our thoughts on the valuation.
67:29 - Lululemon’s most important key performance indicators. 

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.

Books mentioned: The Story of Lululemon, 7 Powers


Related Episode TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve | YouTube Video.

Related Episode: TIP587: Dino Polska: A Polish Compounder w/ Clay Finck & Kyle Grieve | YouTube Video.

Follow Kyle on Twitter.

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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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

TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve

Dive deep into Bitcoin's evolution with expert Max Hillebrand. We unravel Mises' action axiom, Hoppe's private property origins, and Rothbard's economic theories. Discover Wasabi Wallet's role in privacy, the potential of Ocean mining, and strategies for Bitcoiners to enhance anonymity. Max also shares his take on Bitcoin's path to ossification and how institutions can shield assets against regulatory overreach.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:54 - The principles of Ludwig von Mises' economic dualism and the axiom of action.
06:23 - Hermann Hoppe's theory on private property as a natural emergence.
10:11 - The significance of Murray Rothbard's "Man, Economy, and State, with Power and Markets."
12:59 - An inside look at Bisq and the passion driving decentralized finance platforms.
27:29 - The role of covenants in Bitcoin and their potential to enhance transaction privacy.
34:26 - Innovations in Bitcoin mining pools and the impact of Ocean Bitcoin mining.
38:59 - Strategies beyond CoinJoin for improving privacy for Bitcoin transactions.
01:00:46 - How institutions can use Bitcoin technology to protect their financial sovereignty and self-custody assets.

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

BOOKS AND RESOURCES

Max Hillebrand on X (Twitter).

Max's website with links to his projects.

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

Fidelity

Range Rover

CI Financial

Meyka

AT&T

Simon & Schuster

NDTCO

iFlex Stretch Studios

Fundrise

Yahoo! Finance

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

TIP262: REPO Markets - What it is & What's happening (Business Podcast)

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