show episodes
 
Investment Research Radio interviews the most exciting up and coming companies trading on the markets. Leading business minds, analysts and market commentators are also interviewed. While being sector agnostic there is a focus on clean technologies, blockchain and being on top of the major trends which are changing the world around us.
 
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show series
 
IN THIS EPISODE, YOU’LL LEARN: How to think about ESG when you invest. Why ESG is lowering the cost of capital. Which data from international markets do investors need to invest away from the US How did the US go from owning more of the world to the world owning more of the US? Which timeless principles do we have in investing? How can you still be…
 
IN THIS EPISODE, YOU’LL LEARN: 13:50 - Why a portfolio of SPACs could be a great place to park cash. 22:03 - Private Investments in Public Equity, aka PIPEs. What they are and how they tie into SPACs. 31:02 - SPAC sponsoring DMY Technologies and their latest target, Planet. 44:24 - What planet does and why it might be the most interesting company g…
 
IN THIS EPISODE, YOU’LL LEARN: 01:10 - How did the coordination with El Salvador to create this bond come about? 01:10 - How is the bond backed? 02:55 - What's the terms of the issuance? 08:23 - What's the conservative return expected from the issuances? 12:33 - Why would someone buy this bond over just owning Bitcoin? 29:16 - How is citizenship in…
 
IN THIS EPISODE, YOU’LL LEARN: 01:07 - What is Tobias Carlisle's view on the general stock market? 03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT). 24:32 - Whether Stig Brodersen has doubled down on Alibaba. 25:39 -…
 
IN THIS EPISODE, YOU’LL LEARN: 09:27 - Investing and being a board member alongside Bill Gates on many companies. 18:13 - The future of nuclear energy. 24:30 - Manufacturing in space and iPhone-sized satellite technology. 28:34 - 3D printing 44:41 - The privatization of defense. 50:15 - Quantum computing 56:19 - Virtual reality and the metaverse, w…
 
IN THIS EPISODE, YOU’LL LEARN: 01:07 - How they have learned so much at such a young age. 13:10 - Long-term Versus Short-term investors and using their on-chain fingerprint to help manage longer-term positions. 27:33 - How they think about volatility and how derivatives are impacting the Bitcoin Price Action. 40:04 - Borrowing premiums and how it c…
 
IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie Munger had recently said is “one of the best ever written.” 06:46 - Whether the best investors truly live by an inner scorecard. 11:09 - Whether there is such a thing as the “right background” to become a successful investor. 24:36 - Whether concentration indeed is how to become rich an…
 
IN THIS EPISODE, YOU’LL LEARN: 01:39 - What the Dollar Milkshake Theory is. 31:53 - How the Dollar Milkshake Theory has evolved through Covid. 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change. 61:49 - How supply shocks could impact the dollar in 2022. And a whole lot more! *Disclaimer: Sligh…
 
IN THIS EPISODE, YOU’LL LEARN: 04:50 - Jeff's thoughts on the supply chain impacts. 10:56 - How he sees central bankers adjusting policy moving forward. 13:22 - What another liquidity crisis might look like. 49:55 - Equity valuations. 01:00:09 - The idea of smaller amounts of debt in the system in a post-bitcoinized world. 01:08:07 - How will the t…
 
IN THIS EPISODE, YOU’LL LEARN: 04:19 - The early days of Hayman Capital. 23:07 - Why Kyle is protecting his capital by buying farmland. 24:34 - Bitcoin, gold, and central bank digital currencies. 41:23 - Chinese real estate, demographics, accounting concerns. 49:47 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices.…
 
IN THIS EPISODE, YOU’LL LEARN: 01:47 - Tom’s billion-dollar entrepreneurial journey. 19:12 - How to identify companies with high implied volatility and expected return and what that means. 20:12 - How layering options on top of buy and hold strategies can help generate income whether markets are up, down, or sideways. 31:54 - The optimal time to bu…
 
IN THIS EPISODE, YOU’LL LEARN: 01:35 - Guy and Greg's thoughts on the pop culture impact. 10:33 - The White House committee guidance for stable coins. 21:58 - Greg's thoughts on CPI Versus Interest rates. 38:03 - How should people manage their personal mortgages? 01:04:01 - What do interest rates look like in hyperbitcoinization? 01:15:09 - The cha…
 
IN THIS EPISODE, YOU’LL LEARN: 01:43 - Which ETF strategy is right for you? 06:49 - Why there is no such thing as passive investing? 12:17 - How does an ETF technically work, and why is it a tax-efficient investment instrument. 22:18 - What is the difference between the gross and net expense ratio? 26:16 - Should you pay attention to backtesting re…
 
IN THIS EPISODE, YOU’LL LEARN: 09:23 - Key lessons in approaching acquisitions. 12:27 - What Brent has learned from breaking bread with the likes of Warren Buffett and Charlie Munger. 45:11 - Managing styles and the importance of autonomy. 47:33 - Learnings from the private market that translate to the public markets. And a whole lot more! *Disclai…
 
Stock symbol is NPK on the TSX Impressive margins and revenues in the tens of millions in 2021 and growth projections are looking very robust. Verde Agritech PLC, formerly Verde Potash PLC, is an agriculture-technology company with mineral exploration and development properties in Brazil. The Company's principal activity is the development of agric…
 
IN THIS EPISODE, YOU’LL LEARN: 01:17 - CJ's experience in the MLB. 10:48 - Why was CJ in Washington DC recently? 17:18 - What do most staffers think of Bitcoin? 18:50 - What do most politicians ask when it comes to Bitcoin? 31:42 - How are core developers and upgrades incorporated into the Bitcoin protocol? 31:42 - What risks are there for governan…
 
IN THIS EPISODE, YOU’LL LEARN: 02:09 - Kat’s rise from being a Hooters waitress at age 18 to being a VP of Hooters by age 26. 22:21 - What it was like to be placed at the helm of Cinnabon during the great recession and how she pulled off a miraculous turnaround. 26:40 - Operating principles that can be applied to any business. 41:21 - The importanc…
 
IN THIS EPISODE, YOU’LL LEARN: 01:01 - Willy's thoughts on the super-cycle theory. 05:53 - Willy's thoughts on the ETFs and what it means for S2F. 10:39 - Why Realized Market Cap is an important metric. 13:57 - What is one of Willy's favorite charts right now? 26:05 - Short term traders versus long term hodlers and how they impact the price action.…
 
IN THIS EPISODE, YOU’LL LEARN: 21:41 - When to use leverage and when not to. 24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator. 28:31 - How a highly active tactical rotation approach can beat the market. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform…
 
IN THIS EPISODE, YOU'LL LEARN: 17:27 - How to invest through recessions. 19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures. 48:21 - The value of running a highly concentrated portfolio. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RE…
 
IN THIS EPISODE, YOU’LL LEARN: 02:33 - What's happening in the broader macro economy from his perspective? 16:56 - Will the Stock to Flow model eventually fail? 30:49 - Regional trends - specifically with Proof of Work. 38:16 - When will more countries start to adopt it? 41:33 - Is the ETF important? 50:29 - Lightning adoption, what's the impact? 5…
 
IN THIS EPISODE, YOU'LL LEARN: 05:16 - The biggest takeaways from his discussion with Stan. 26:35 - Trung's background in real estate in Asia with thoughts on Evergrande. 38:16 - What opportunities are most exciting. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:…
 
IN THIS EPISODE, YOU'LL LEARN: 01:12 - The 4 pillars of inflation. 31:16 - Opportunities in Gold, Silver, and Palladium. 51:54 - The risks of deglobalization especially from China. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES: Crescat Capital's Website. Tavi Cos…
 
IN THIS EPISODE, YOU’LL LEARN: 02:20 - What's happening at the state level with Bitcoin legislation? 08:34 - Why Parker encourages people to delete Facebook. 10:39 - Parker's thoughts on the current supply chain issues. 29:55 - Parker's thoughts on the debt ceiling. 55:53 - Whether a Bitcoin ETF will impact things much. 01:03:19 - Does the typical …
 
IN THIS EPISODE, YOU'LL LEARN: 00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection? 04:26 - Are TIPS a good investment for some investors but not for others? 05:24 - How to protect yourself against inflation 09:53 - How to rank asset classes based on attractiveness? 13:16 - How to value a stock …
 
IN THIS EPISODE, YOU'LL LEARN: 00:06:59 - How to identify Rule Breaking companies. 00:37:30 - Why optionality is a great indicator of a company's future success. 00:42:50 - David’s 25 point system to identify risk. 00:48:00 - What is Conscious Capitalism and why it should become a focus for your portfolio. And so much more! *Disclaimer: Slight time…
 
IN THIS EPISODE, YOU’LL LEARN: 03:46 - How BTC Sessions first got introduced to Bitcoin. 07:09 - Why a person should run a full node. 07:09 - What does a full node enable? 14:03 - Twitter's Bitcoin tipping integration. 17:40 - What tools and applications exist on layer 2. 32:49 - What's the best way to think about opening channels on layer 2? 41:38…
 
On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse. IN THIS EPISODE, YOU’LL LEARN: …
 
On today’s episode, we talk about how to expose a bad company. Trey Lockerbie chats with the brilliant Edwin Dorsey, writer of the popular newsletter The Bear Cave, who takes us on a ride, exploring the dark side of the stock market. Edwin first gained massive attention after he successfully exposed Care.com for an unimaginable amount of negligence…
 
IN THIS EPISODE, YOU’LL LEARN: 01:18 - Has the global economy ran out of steam? 12:46 - What's the real story with inflation and what's causing it? 24:31 - What is Luke's opinion on China's Evergrande? 32:09 - The Debt Ceiling getting raised. 52:36 - Bitcoin. 55:44 - When does the debt go from depressive to manic? 01:04:40 - Gary Gensler on Digital…
 
For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray from Alpha Architect. The topic of the week is the holy grail of investing. IN THIS EPISODE, YOU’LL LEARN: (00:01:16) What is the holy grail of investing?. (00:06:37) Can you be diversified if you…
 
On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, which currently has over $2.3B in AUM. Trey brought David on to do a masterclass on investing in high yield corporate debt. It’s such an interesting asset class that doesn’t get a lot of attention. IN T…
 
IN THIS EPISODE, YOU’LL LEARN: 08:12 - How Matt initially got into Bitcoin. 17:21 - Why large social media companies threaten one's own sovereignty. 18:51 - Matt's thoughts on Bitcoin's privacy versus other digital assets. 33:53 - Matt's thoughts on the Bitcoin Lightning Networks privacy. 42:15 - Matt's thoughts on lightning wallets and their overa…
 
In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets. IN THIS EPISODE, YOU'LL LEARN: (01:14) Starting out right as the GFC began (08:39) His stance on the banking sector in today’s en…
 
Metaverse, Web3, Unbundling Reddit? If any of these phrases are foreign to you, you are really going to enjoy today's episode as Trey Lockerbie sits down with Greg Isenberg. Greg has had an impressive career in building and selling startups, such as Wall Street Survivor, 5by, and islands, the last of which was acquired by WeWork. Greg is also a gro…
 
IN THIS EPISODE, YOU’LL LEARN: 01:52 - Mike's early days as an entrepreneur 14:10 - How Mike got into Bitcoin 23:07 - Mike's thoughts on digital asset data 33:42 - How Mike values Mining companies 50:52 - How does Wall Street view Bitcoin? 55:30 - What is El Salvador big news or noise in the global macro picture? 57:14 - What is the biggest mistake…
 
In today’s episode, we have an extremely special guest who is a billionaire and investing legend, Howard Marks. Howard really needs no introduction, but if you have not read Howard's memos, you are missing a critical piece of your investing education. Howard has also written some of Trey's favorite books including The Most Important Thing and Maste…
 
On today’s episode, Trey Lockerbie sits down with bestselling author, Ben Mezrich to discuss his new book The Antisocial Network, which covers the sage of Gamestop, Robinhood, Reddit and Retail traders. It’s a tale of irony, humor, high stakes, billionaires, and Ben is the perfect guest to cover such an entertaining story. IN THIS EPISODE, YOU'LL L…
 
IN THIS EPISODE, YOU’LL LEARN: 02:43 - What is causing the semiconductor issues? 07:32 - The retreat of globalization 15:50 - Why are we not seeing inflation in the other parts of the world? 17:57 - What initially caught Lyn's interest with the supply chain issues? 33:35 - The impacts on personal consumption spending 39:56 - How does the infrastruc…
 
In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a Sr. Investment Analyst at Ensemble Capital. Netflix is another amazing example of a company with an incredible flywheel effect. A lot of people stated that Netflix would never be profitable, and yet, they became cas…
 
On today’s episode, Trey Lockerbie chats with Brian Feroldi. Brian has been covering the healthcare and technology industries for The Motley Fool since 2015 and has recently seen skyrocketing growth on Twitter with his very easy-to-digest investing and financial wellness content. IN THIS EPISODE, YOU'LL LEARN: (01:15) How to approach financial well…
 
IN THIS EPISODE, YOU’LL LEARN: Bill's experience reading the Bitcoin white paper weeks after it was released Why Bill wanted to build a Bitcoin bank right from the start The expectation for Bitcoin policy moving forward Thoughts on digital assets versus digital asset securities Proof of Reserves for exchanges Would Bill consider loans that have no-…
 
In today's episode, Stig Brodersen speaks to Tobias Carlisle about why Alibaba and US homebuilders are where you can find value in today’s market. IN THIS EPISODE, YOU'LL LEARN: (00:01:47) Why does Tobias Carlisle see value in PulteGroup and homebuilders (00:09:14) Understanding boom and bust cycle of PulteGroup (00:11:23) What is true inflation? (…
 
On today’s episode, Anthony Scaramucci discusses the future of the finance industry. Anthony is the founder of investment firm Skybridge Capital, which currently manages around $8 billion and was one the earliest in developing an institutional bitcoin fund. Some may know Anthony from his brief stint as White House Communications Director under Trum…
 
IN THIS EPISODE, YOU’LL LEARN: 01:29 - What is the Blockstream Modular Mining Unit (MMU)? 11:29 - Why is Blockstream getting into the manufacturing of ASIC? 21:41 - How has the Blockstream Mining Note (BMN) performed to date? 17:23 - Blockstream Finance and getting into the mortgage space 38:35 - Lightning adoption and wallet integration 57:00 - Bl…
 
On today’s episode, we have a very special guest and that is researcher and author, Jim Collins. Jim is most well known for his books, such as Good to Great, Built to Last, How the Mighty Fall, Great by Choice, Turning the Flywheel BE.20, which have sold over 10 million copies worldwide. Trey Lockerbie has been having a lot of conversations lately …
 
In today’s episode, we have a very special guest and that is billionaire Jeremy Grantham, the co-founder and long-term investment strategist at GMO, one of the world's most well-respected asset management firms. Jeremy is an investing legend and studied market historian, who successfully identified and sidestepped the major corrections such as the …
 
IN THIS EPISODE, YOU’LL LEARN: 02:21 - Why the yuppie elite do not get Bitcoin 11:21 - Unit Bias 17:35 - The two types of models to understand the value of Bitcoin 21:59 - Why the digital revolution has two parts 29:18 - How does the Bitcoin value layer work with social media? 33:26 - The speculative attack on fiat currency 38:29 - Do financiers st…
 
Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: (01:06) What is inflation, and what is it not (06:26) How much of inflation is due to base effects (10:28) How can expected inflation drive inflation (14:56) If the current inflation is te…
 
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