Overcoming Investment Fears and Engaging New Investors

This chapter explores the interplay of psychology and decision-making in investing, emphasizing the value of starting small to build confidence. It provides strategies for new investors to engage with their portfolios while balancing emotional and rational choices.

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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.

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