Evolving Investment Strategies

This chapter focuses on the shifting investment strategies influenced by Bitcoin and the Federal Reserve, highlighting a transition from quantitative to qualitative assessments in stock selection. Through personal insights and discussions on asset allocation, the speakers emphasize the importance of individual stock analysis, setting financial goals, and using tools like retirement calculators. The chapter also reflects on the risks of trading strategies, featuring a cautionary tale about legendary trader Jesse Livermore, while exploring the balance between high conviction bets and portfolio diversification.

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Episode notes

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.
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