TIP393: Fundamentals for Private Deals W/ Brent Beshore
Episode Date: November 5, 2021Trey Lockerbie explores capital allocation in private markets with the CEO of Permanent Equity, Brent Beshore. Brent started out as an entrepreneur an...
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 180,000,000+ 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
1161 episodes transcribedTrey Lockerbie explores capital allocation in private markets with the CEO of Permanent Equity, Brent Beshore. Brent started out as an entrepreneur an...
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 thin...
Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands, a portfolio company with household names like Cinnabon, Carvel, Jamba, A...
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....
Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s...
Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 billion in assets....
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 even...
Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financi...
Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term...
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...
Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how...
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 fu...
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...
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 i...
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...
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?...
For this week's Mastermind discussion, Stig has invited Tobias Carlisle from Acquirers Fund, Jake Taylor from Farnam Street Investments, and Dr. Wes G...
On today’s episode, Trey Lockerbie sits down with David Sherman. David is the founder, president, and portfolio manager of CrossingBridge Advisors, wh...
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....
In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in...