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: 03:31 - What Joe learned from working at McKinsey and Goldman Sachs and also, what he did not learn. 12:03 - The strategies that Titan offers. 24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game. 27:55 - Joe’s operational framework for Titan. 33:44 - Tips fro…
 
IN THIS EPISODE, YOU'LL LEARN: 10:39 - B2B SaaS tailwinds that have occurred from the pandemic. 21:00 - The opportunity ahead for financial information migrating to the cloud. 28:51 - Best metrics for tracking SaaS companies. 33:11 - Logan’s take on SOFI stock performance, since he was previously a VP there and is also an investor. 33:54 - Challeng…
 
IN THIS EPISODE, YOU’LL LEARN: 01:25 - Luke's overview of the Macro landscape. 11:53 - Luke's thoughts on the dollar for the first half of 2022. 18:08 - China's shift in monetary policy. 18:08 - How Preston and Luke are estimating how high interest rates might go. 26:55 - How currency exchange rates can offset interest rates (or make them twice as …
 
IN THIS EPISODE, YOU’LL LEARN: 12:25 - The different methods for stock investing valuations. 13:43 - The difference between investors and speculators. 21:35 - When you should hold short term and long term bonds. 40:04 - How to counteract risk in your portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform difference…
 
IN THIS EPISODE, YOU'LL LEARN: 02:13 - How to use envy as a positive force in your life. 09:43 - Which idea that Guy Spier had to let go of in his evolution as a value investor. 15:03 - Why Guy Spier thinks that Charlie Munger is right and wrong about bitcoin being rat poison. 15:49 - How to know which habits to clone and which not from heroes like…
 
IN THIS EPISODE, YOU'LL LEARN: 08:40 - How Eddy thinks through selling and rebalancing the portfolio. 18:11 - What’s on the buy list for 2022 and what does it take to qualify to make it onto the list. 41:14 - Eddy’s thoughts on the recent jobs numbers and markets today. 48:51 - Individual companies that stood out to Trey in the list, and also Eddy’…
 
IN THIS EPISODE, YOU’LL LEARN: 01:09 - What was the ah ha moment for Stephan in Bitcoin? 05:35 - What does Stephan think most people miss about the tech on Bitcoin? 16:39 - Stephan’s thoughts on lightning Tech. 30:48 - What kind of attack or vulnerability does Stephan think is most concerning for Bitcoin? 40:43 - How does Stephan see regulation pla…
 
IN THIS EPISODE, YOU'LL LEARN: 01:10 - Who is Tony Robbins and what is his book “MONEY – Master the Game” all about? 12:03 - Common financial myths. 46:29 - The best advice from billionaires. 58:49 - What do billionaires all have in common? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCE…
 
IN THIS EPISODE, YOU'LL LEARN: 01:29 - The ongoing developments from Omicron. 08:58 - Which industries are most at risk. 10:19 - Differences between the US and the Eurozone on many fronts. 13:06 - The recent announcements from the US Fed. 28:46 - Daniel’s forecast for inflation. 33:01 - The future of ESG companies and the skepticism surrounding the…
 
IN THIS EPISODE, YOU'LL LEARN: 03:40 - The origins of Koch Industries and how Charles rose to his billionaire status. 05:37 - The operating system of Koch Industries, known as Market Based Management. 15:08 - Charles Koch’s legacy and his mysterious operations behind closed doors. 27:14 - The origins of the Federal Reserve and how it operates. 31:2…
 
IN THIS EPISODE, YOU’LL LEARN: 01:22 - Nic's general thoughts on the fundamental health of Bitcoin. 25:29 - Politically how Nic sees the digital asset space progressing. 25:29 - Global politics and what's happening with stable coins in Myan Mar. 38:25 - Nic's thoughts on the Chivo Wallet in El Salvador. 43:02 - What are Nic's thoughts on Ethereum? …
 
IN THIS EPISODE, YOU'LL LEARN: 14:14 - Why you can have anything but not everything in life. 28:17 - Ray Dalio’s 5-step process to achieve your goals in life. 33:28 - Why 15 uncorrelated bets is the holy grail of investing. 49:46 - The personal advice Ray Dalio gave to Preston. *Disclaimer: Slight timestamp discrepancies may occur due to podcast pl…
 
IN THIS EPISODE, YOU'LL LEARN: 5:06 - Why Dalio believes the U.S. is in danger of a dramatic and turbulent decline. 11:23 - How China is rapidly rising to become the world’s dominant power. 30:30 - Why Dalio warns that cash and bonds are terrible bets in today’s environment. 39:48 - Why Dalio views diversification as “the most important thing”. 41:…
 
IN THIS EPISODE, YOU’LL LEARN: 01:15 - Chain-weighted inflation with Kyle Bass. 04:48 - Hyperinflation in the US with Morgan Housel. 08:44 - High Growth Companies with Brian Feroldi. 12:10 - Howard Marks on Price & Valuation. 17:39 - Chamath Palihapitiya on Value. 19:51 - Tom Gayner on Assessing Management Team. 36:50 - Jeremy Grantham on Fed's lim…
 
IN THIS EPISODE, YOU’LL LEARN: 01:28 - How Mauricio and Adam first met. 03:38 - Mauricio's experience with hyperinflation in Venezuela. 08:09 - Why Build Ledn and what's its value to the market. 11:50 - How Ledn assist borrowers with Real Estate down payments. 14:49 - Why would a person pay such a high-interest rate? 18:06 - How individuals can use…
 
IN THIS EPISODE, YOU’LL LEARN: 01:55 - Terran’s fundamentals. 11:36 - Key differences in the technology of the satellites in play. 18:51 - The competitive landscape of the Earth Observation as a service industry. 31:51 - Why Terran is choosing to go public through a SPAC merger. 46:33 - A look into the team behind Terran and also the SPAC Sponsor t…
 
IN THIS EPISODE, YOU’LL LEARN: 08:16 - The basics of quant investing. 15:54 - The commoditization of the approach has led to a “Quant Winter”. 18:52 - How size and scale applies to the strategies. 47:39 - How machine learning is playing a bigger role in the quant approach. 1:02:03 - The economic framework Jonathan has devised after decades of resea…
 
ARHT Media is the global leader and inventor of leading-edge holographic presence experiences with a growing network of HoloPresence™ capture locations and HoloPresence™ displays. The Company empowers executives, educators, entertainers, medical practitioners, and speakers to be present anywhere on the planet appearing live as a high-quality lifeli…
 
IN THIS EPISODE, YOU’LL LEARN: 00:51 - What gave Saifedean the idea for the new book. 04:15 - What are the four key elements of how the Fiat system works? 10:38 - What surprised Saifedean the most about what value fiat brings to the existing economy. 15:39 - Inflation is a vector - what does that mean? 24:27 - How has fiat corrupted the existing in…
 
IN THIS EPISODE, YOU’LL LEARN: 01:41 - What investing in Special Situations looks like. 03:34 - Investing in bankruptcies, liens, and other esoteric situations. 11:24 - How Thomas turned $7k into over $1MM by finding an important footnote on a penny stock company. 31:09 - Learnings from Billionaire Sam Zell and others. 43:25 - Thomas’ epic 40x retu…
 
IN THIS EPISODE, YOU’LL LEARN: 2:39 - Insights into building your own board, team, and cap table. 4:27 - The traditional path and alluring appeal of becoming an institutional investor, but also what it lacks. 8:58 - Leadership techniques Ryan learned from Coach K, the famous basketball coach at Duke University, while he was on the basketball team. …
 
IN THIS EPISODE, YOU’LL LEARN: 03:01 - Does Bitcoin have any intrinsic value? 07:01 - Bitcoin uses too much energy consumption. 19:47 - Governments can kill Bitcoin. 30:50 - Bitcoin looks and feels like a bubble. 34:14 - Bitcoin is too volatile. 36:33 - Bitcoin is manipulated. 37:38 - Regulation in the coming year. 52:36 - What is the lightning net…
 
IN THIS EPISODE, YOU’LL LEARN: 03:16 - The history of money and how we’ve arrived at the monetary landscape we have today. 32:32 - The playbook the FED might use in the event of a debt default. 38:22 - The current labor shortage. 49:21 - The velocity of money and how it’s misunderstood. 51:41 - A deep dive on Central Bank Digital Currencies. 01:08:…
 
Ambire is the new name of AdEx Network - a company developing describes itself as a new-generation solution for digital advertising and a DeFi-focused crypto wallet. Ambire originated in 2017 as a decentralized ad exchange and subsequently expanded into a full protocol for trading of advertising space/time. Later on, the team added Ambire wallet to…
 
IN THIS EPISODE, YOU’LL LEARN: 17:45 - Learnings from Peter Thiel and Mark Cuban 19:28 - Why you should consider wine in your portfolio 22:50 - The basics of wine itself and what separates a “fine wine” from all the rest 27:22 - The biggest risks to the wine industry 38:58 - How to build a portfolio of wine, or simply invest in a wine index 56:26 -…
 
IN THIS EPISODE, YOU’LL LEARN: 04:38 - Sahil's thoughts on curating content online. 10:45 - Why Sahil has gotten interested in Macro and sound money. 17:13 - What is the Cantillon Effect and why is it important? 17:13 - Sahil's thoughts on how a person can use this macro concept for investing. 30:10 - Portfolio construction in today's environment. …
 
IN THIS EPISODE, YOU’LL LEARN: 01:10 - How to think about ESG when you invest. 07:46 - Why ESG is lowering the cost of capital. 20:23 - Which data from international markets do investors need to invest away from the US 21:10 - How did the US go from owning more of the world to the world owning more of the US? 28:29 - Which timeless principles do we…
 
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 …
 
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