MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

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.

EPISODE RESOURCES

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. Find Pros & Fair Pricing for Any Home Project for Free with Angi. Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon. Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL. Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets. Protect your family with Fabric Insurance's term life insurance now, in just 10 minutes. Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream! Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today. Check out our favorite Apps and Services. Browse through all our episodes (complete with transcripts) here. Support our free podcast by supporting our sponsors.

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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