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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP416: High Finance Strategies for New Investors w/ Joe Percoco

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 23 January 2022

⏱️ 63 minutes

🧾️ Download transcript

Summary

Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led by Andreesen Horowitz. 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 from some of Joe’s biggest mentors. And a whole lot 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 Stig, Clay, and the other community members. Titan's website. Joe Percoco's Twitter. Trey Lockerbie's Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! 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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:03.1

On today's episode, I sit down with Joe Perkoko, the co-founder and co-CEO of Titan,

0:09.3

an investing platform with a mission to take on legacy institutions such as Fidelity

0:13.8

and democratize access to high finance strategies.

0:17.4

Titan has over 1 billion in assets under management and recently closed a $58 million dollar round

0:22.7

led by Andrews and Horowitz.

0:24.9

In this episode, we discuss what millennials who are currently 4x poorer than baby boomers

0:29.5

can do to keep up their investing game.

0:32.3

The strategies that Titan offers, Joe's operational framework for running his business, tips from

0:37.6

some of Joe's biggest mentors, what he learned from working at McKinsey and Goldman Sachs,

0:43.1

and also what he did not learn, and a whole lot more.

0:46.2

I love speaking with founders and I sometimes can't help myself but peer into their operational

0:50.2

approach to running their business, so this episode certainly highlights some of Joe's

0:54.4

amazing entrepreneurial journey.

0:56.1

I hope you enjoy, here's my conversation with Joe Perkoko.

1:00.5

You are listening to the Investors Podcast, where we study the financial markets and read

1:08.7

the books that influence self-made billionaires the most.

1:11.9

We keep you informed and prepared for the unexpected.

1:24.0

Welcome to the Investors Podcast, I'm your host, Tray Lockerbie, and today I'm here

1:28.5

with the founder and CEO of Titan, Mr. Joe Perkoko.

1:32.5

Joe, welcome to the show.

1:33.6

Thanks for having me, Tray.

...

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