Episode 307

MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

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 does 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 much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

June 21, 202253m 29s

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Show Notes

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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MI184: Studying Billionaires &amp; Portfolio Allocation w/ Trey Lockerbie

Show Notes

MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie