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MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie
Episode 307
Published 3 years, 9 months ago
Description
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
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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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