MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

Millennial Investing - The Investor’s Podcast Network

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:

• Toyota
• Airbnb
• DeleteMe
• Yahoo! Finance
• Fundrise
• Public
• NetSuite
• NerdWallet

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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