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 ... Show More
Jan 18
TIP785: My Reflections on Money, Life, and Happiness w/ Stig Brodersen
In this episode, Stig Brodersen shares personal reflections on money, life, and happiness. He explores how money magnifies who we already are, why lifestyle creep can quietly erode happiness, and how growing wealth may change relationships. IN THIS EPISODE YOU’LL LEARN: 00:00:00 ... Show More
59m 7s
Jan 16
TIP784: History's Biggest Market Bubbles w/ Clay Finck
In this episode, Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of 1720, the Railway Mania of 1845, and Japan’s asset bubble of the late 1980s. These case studies examine ... Show More
1h 2m
Jan 14
BTC257: Bitcoin Mastermind Q1 2026 w/ Jeff Ross, Joe Carlasare, and American HODL (Bitcoin Podcast)
The Bitcoin mastermind group explores geopolitical tensions, including a potential U.S. response to Taiwan's defense and Venezuela’s strategic oil reserves. They analyze the revolutionary impact of AI on economic models, employment, and national security, while diving into crypto ... Show More
1h 20m
Dec 2021
How to Invest in Stocks: The New Way to Build Wealth
Learning how to invest in stocks requires one rule - that you throw out the old rules and learn the new way to build wealth. Our guest, Joe Percoco, and his business partner, Clay Gardner, were frustrated that millennials only had two options for investing: buying and selling st ... Show More
44m 47s
Apr 2023
MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more!
Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama.
IN THIS EPISODE, YO ... Show More
55m 8s
Aug 2023
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman
Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking ... Show More
1h 6m
May 2023
MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein
Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!
Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quanti ... Show More
51m 20s