MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 592 Ratings

🗓️ 13 September 2024

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target and Costco, how being an investor has made Trey a better businessman, and a whole lot more! Trey Lockerbie is the co-founder and CEO of Better Booch, and previously the co-host of The Investor’s Podcast’s flagship show, We Study Billionaires. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape. 04:30 - How he analyzes the opportunity cost between two different individual stocks. 04:30 - What asset classes he invests in. 34:21 - What he'll be eyeing in the months ahead. 36:37 - 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. Related episode: MI161: Building a Balanced Portfolio w/ Dan Rasmussen. Related episode: MI135: Bitcoin is for Millennials w/ Preston Pysh. Related episode: MI127: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard. Check out the books mentioned in the podcast 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 Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. 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: Fiscal.AI 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 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 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 Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	Hey guys, on today's show, I'm re-sharing a favorite episode from the past.
0:07.0	I'd like to do this because we get a lot of new listeners each week, and they will never have heard this excellent episode before.
0:13.0	And even if you've been listening for a while, you may have missed it when it first came out,
0:18.0	or you could at least benefit from reviewing some of this
0:21.2	episode's lessons again and reinforcing your learning. If you're not interested in episodes
0:26.1	from the past, there's no hard feelings at all, and you can pick up with us again next
0:30.5	week for a brand new episode. Everything going forward is from the original, and I hope you guys
0:35.9	enjoy listening to it as much as I did.
0:38.6	The profound effect was I realized earlier than maybe I would have otherwise that being,
0:44.0	say, the CEO of a company, you are the capital allocator for that company.
0:48.3	That is your job.
0:49.3	That is your main job.
0:51.3	And even if that capital means hiring a person, you know, and it's more of that
0:54.8	qualitative side of the business, you're allocating capital to that.
1:01.0	On today's episode, I'm joined by fan favorite, Trey Lockerbie. Tray is the co-founder and CEO of
1:07.8	the kombucha company Better Booch, as well as the co-host of The Investors'
1:11.6	Podcast flagship show We Study Billionaires.
1:14.9	During our conversation, we cover how his investment strategy has changed with the ever-changing
1:19.3	macro landscape, how he analyzes the opportunity costs between individual stocks, what asset
1:25.5	classes he invests in, how he became the host of TIPS
1:29.3	flagship show, we study billionaires, how his kombucha company was able to get stocked
	...

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