MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 21 June 2022

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Support our free podcast by supporting our sponsors: Fiscal.AI Read this episode’s transcript and full show notes on our website. Connect with Trey: Website | Twitter | LinkedIn Connect with Clay: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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 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.
0:02.9	The profound effect was I realized earlier than maybe I would have otherwise that being, say,
0:08.4	the CEO of a company, you are the capital allocator for that company.
0:12.4	That is your job.
0:13.5	That is your main job.
0:15.4	And even if that capital means hiring a person, you know, and it's more of that qualitative side
0:19.8	of the business, you're allocating capital to that.
0:25.2	On today's episode, I'm joined by fan favorite Trey Lockerbie.
0:29.7	Trey is the co-founder and CEO of the kombucha company Better Booch, as well as the co-host
0:35.1	of The Investors Podcast flagship show, We Study Billionaires.
0:38.9	During our conversation, we cover how his investment strategy has changed with the ever-changing
0:43.5	macro landscape, how he analyzes the opportunity costs between individual stocks, what asset
0:49.8	classes he invests in, how he became the host of TIPS flagship show, We Study Billionaires,
0:55.8	how his kombucha company was able to get stocked at Target and Costco, how being an investor
1:01.2	made Trey a better businessman and a whole lot more. Trey brings a ton of interesting insights
1:06.5	given his extensive background running his own business and interviewing countless
1:10.4	incredible investors.
1:12.2	With that, I really hope you enjoyed today's conversation with Trey Lockerbie as much as I did.
1:17.4	You're listening to Millennial Investing by the Investors Podcast Network,
1:21.5	where your hosts, Robert Leonard and Clay Fink, interview successful entrepreneurs,
1:26.7	business leaders and investors to help
1:29.0	educate and inspire the millennial generation.
	...

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