Ben Melkman, the founder of Light Sky Macro Hedge Fund, was recently interviewed on Bloomberg and he talked about the world economy and his expectations for asset returns. He expects the Covid-19 pandemic will usher in a world of permanently low-interest rates, huge deficits, sluggish growth, resurgent inflation, and declining U.S. power and influence. He also foresees “glory days” ahead for macro traders. You can find the show notes below.
This discussion took place before COVID-19, as such you may want to consult your investment professional before acting on the information herein.
In this SVIC interview, Ryan Lundquist draws upon his extensive appraisal experience and discusses the intricacies of real estate appraisal, the state of the market, and Zillow’s influence on the industry.
Please note that Trish’s webcam has been having issues so her video may appear a bit foggy. Additionally, this discussion took place before COVID-19, as such you may want to consult your investment professional before acting on the information herein.
In this SVIC interview, Trish Higgins shares her strategies for conducting due diligence, purchasing “traditional” businesses, and sourcing deals from unexpected places.
https://svinvestorsclub.com/wp-content/uploads/2020/08/northfolk-Ok76F6yW2iA-unsplash-scaled.jpg14402560Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-08-03 17:12:522020-09-18 08:31:43Investing in Businesses Large and Small | Trish Higgins | SVIC Interview
Please note that this discussion took place before COVID-19, as such you may want to consult your tax professional before acting on the information herein.
In this video, Amanda Han and Matt McFarland of Keystone CPA share their strategies for investors looking to use tax deductions to maximize their gains.
Jordan Thibodeau is a fourth-generation real estate investor and the community manager of the Silicon Valley Investors Club. Jordan works on the Mergers and Acquisitions team at a major Fortune 500 tech company. Jordan made SVIC to be a group where both current and former STEM professionals take part in rich discussions and share investment & career advice that is uniquely tailored to their needs.
https://svinvestorsclub.com/wp-content/uploads/2020/08/tierra-mallorca-JXI2Ap8dTNc-unsplash-scaled.jpg19222560Lisa Americahttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngLisa America2020-08-09 07:33:272020-09-24 02:14:15Preparing to Invest in Real Estate | Lisa America
https://svinvestorsclub.com/wp-content/uploads/2020/07/sharon-mccutcheon-8lnbXtxFGZw-unsplash-scaled.jpg17072560Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-07-31 11:12:402020-09-24 02:17:522020 Real Estate Tax Strategies | Amanda Han and Matt McFarland of Keystone CPA
https://svinvestorsclub.com/wp-content/uploads/2020/06/fix-01-w-edit-1.png22504000Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-07-15 12:11:332020-09-24 02:16:17SVIC’s Guide to Getting Started in Real Estate Investing
https://svinvestorsclub.com/wp-content/uploads/2020/07/sharon-mccutcheon-8lnbXtxFGZw-unsplash-scaled.jpg17072560Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-07-31 11:12:402020-09-24 02:17:522020 Real Estate Tax Strategies | Amanda Han and Matt McFarland of Keystone CPA
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Julia-Arndt.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-07-25 14:28:392020-09-18 08:38:13Using Stress to Your Advantage | Julia Arndt | Investors Therapy Session #4
In this Investors Therapy session, Jordan Thibodeau speaks with Melanie Lockert to learn how she crushed $81,000 in student loans and liberated herself from the emotional pain of debt.
Chip Chapin Speaking with Jordan Thibodeau about Investing and Retirement Planning
In this episode of Investors Therapy, Jordan Thibodeau and Chip Chapin finish up their discussion about investment strategies and share advice on planning for retirement. Chip also explains how (and why) he has continued to invest after retiring from the workforce.
This is the second half of our two-part interview with Chip Chapin. You can find the first part here.
I recently hosted renowned conflict journalist, author, TED speaker, and filmmaker Sebastian Junger to discuss his book Tribe: On Homecoming and Belonging, as well as his National Geographic documentary Hell on Earth, which looks at the Syrian civil war. This is a two-part talk. The first part is about Junger’s book, and the second part is about his documentary (which you can find here).
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Sebsatian-junger.png800800Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2019-12-01 11:33:152020-09-23 17:53:52Interview with Sebastian Junger, author of “Tribe: On Homecoming and Belonging”
In the latest episode of Investors Therapy, Jordan chats with Chip Chapin, a tech employee–turned–investor, about his family’s experience with the Great Depression, selling the family farm, working with commercial real estate, and much more! Stay tuned for the second half of the interview to hear the full breadth of knowledge both men have to offer.
In this talk, you’ll learn about:
Chip’s family’s real estate history
How this history influenced his investment decisions
How Chip used his mistakes to make future profit
The complications within partnerships
Insight on leasing and leasing agents
Chip’s methodology on how to approach real estate
Emotional traps that held Chip back and how to mitigate them
And a ton of essential tips on how to become a successful investor!
California recently enacted landmark legislation capping rent increases and requiring “just cause” in order to terminate tenancies. Real estate lawyer Puneet Singh, from the PKS Law Group, joined us to talk about the new laws and what landlords should be aware of. Her talk covers rent control, just cause requirements, and other significant laws that will impact your business operations.
You can find a recording of her presentation here.
Discussion topics include the following:
Rent Control
Termination of Tenancies and “Just Cause” Requirements
Longer Notices for Rent Increases
Mandatory Section 8
New Security Deposit Requirements for the Military
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Jay-Papasan.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2019-11-08 16:23:342020-09-24 02:20:11Interview with Jay Papasan, co-author of “The Millionaire Real Estate Investor” and “The ONE Thing: How To Get Started In Real Estate Investing”
“It’s important to maintain an investment journal. Not only is it a way to help you make an investment decision, but two to three years from now, you will see how you made that decision, and it will help you to improve yourself in the next set of investments that you make.” – Yigit Ihlamur
We here at Investors Therapy are excited to announce the launch of our new web show! Creatively named, Investors Therapy is a brand new video series based on our monthly newsletter that can be found here on the SVIC website or over on our YouTube channel. Our goal with this series is to showcase the diverse and unique mindsets, tendencies, and journeys of a variety of well-respected and successful investors in order to help you continue to hone your own investment skills. Shot in an interview format, each episode highlights one investor as they share their personal investment story in their own words. The series emphasizes the psychological aspects of being an investor.
In the premiere episode of Investors Therapy, Jordan interviews Yigit Ihlamur, a former Googler and founding partner of the venture capital firm Vela Partners. The two discuss the ins and outs of Angel Investment, and Yigit shares a number of tips and tricks that helped him become a successful Angel Investor.
We hope you enjoy the episode. If you can, please like, subscribe, and share the video.
The interview in Episode #1 of Investors Therapy covers the following topics:
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Yigit-Ihlamur.png7501200Carlos Okanohttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngCarlos Okano2019-10-18 18:12:182020-09-18 08:52:55Investors Therapy Session #1: How to Become an Angel Investor with Yigit Ihlamur
https://svinvestorsclub.com/wp-content/uploads/2019/09/Silicon-Valley-Blog-Post-Featured-Image-1.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2019-09-29 08:38:382020-09-24 02:21:122019 Real Estate Tax Strategies | Amanda Han and Matt McFarland of Keystone CPA
During our Annual Silicon Valley Investors Club meet up, fellow investor Mike Fuller joined us to talk about his experiences investing in real estate. This episode is jam-packed with great tips and advice to help any full-time employee get started in real estate investing.
In this talk you’ll learn about:
Why Mike started investing in real estate
Why he focuses on A and B neighborhoods
How he manages his properties out of state
How he scaled his RE investing endeavors
How he partners with property managers to find properties
Challenges he faced during his investment career
The importance of having a conservative investment approach
What he learned from the financial crisis
The power of paying for real estate in all cash
Why refinancing can be tricky
How to use property managers to close real estate transactions and to vet properties
The importance of using your time efficiently so your real estate investing doesn’t get in the way of your full-time job.
https://svinvestorsclub.com/wp-content/uploads/2019/08/Silicon-Valley-Blog-Post-Featured-Image-Mike-Fuller.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2019-08-30 08:32:152020-09-18 08:56:58How To Invest In Real Estate While Working A Full-Time Job – Mike Fuller
Anne Wojcicki is the Co-Founder and CEO of 23andMe. Her company helps users learn about their ancestry, genealogy, and inherited traits via at-home genetics test kits and genetic mapping research.
In 2007, 23andMe became the first company to offer autosomal DNA testing for ancestry, becoming a pioneer in the field, and developing technology that has lead the way for every other at-home genetic testing service to come after it. The saliva-based, direct-to-consumer genetic testing business was named “Invention of the Year” by Time magazine in 2008. Anne discusses the impact her family has had on her vision to build 23andMe; challenges she faced building the company; why we should all take ownership of our health; how 23andMe can help researchers find medical cures, and more!
https://svinvestorsclub.com/wp-content/uploads/2018/10/Silicon-Valley-Blog-Post-Featured-Image-Anne-Wojcicki.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2018-10-05 06:50:112020-09-23 17:54:44Interview with Anne Wojcicki, CEO of 23andMe
We all know about her fantastic poker career, but few us (myself included) knew about her equally impressive academic background. Annie double-majored in English and psychology, then went on to pursue a doctorate in cognitive linguistics. Annie talks about the latest research in decision-making and how she applied this research in poker and in business. Make sure to take notes for this one because it’s jam-packed with great information.
About the book: “Annie Duke, a former World Series of Poker champion turned business consultant, draws on examples from business, sports, politics, and (of course) poker to share tools anyone can use to embrace uncertainty and make better decisions. For most people, it’s difficult to say ‘I’m not sure’ in a world that values and, even rewards the appearance of certainty. But professional poker players are comfortable with the fact that great decisions don’t always lead to great outcomes and bad decisions don’t always lead to bad outcomes.
By shifting your thinking from a need for certainty to a goal of accurately assessing what you know and what you don’t, you’ll be less vulnerable to reactive emotions, knee-jerk biases, and destructive habits in your decision making. You’ll become more confident, calm, compassionate, and successful in the long run.”
28:32 What is the difference between World Series of Poker Champion Phil Ivey’s perspective compared to Hellmuth’s?
40:52 How can we stop from discounting others’ great decisions?
50:54 How can thinking in bets be applied to our social and family lives?
Audience Questions:
56:57 Based on your life experience, what kinds of decisions did you make where you thought you needed to change?
1:06:11 What’s your strategy for rock, paper, scissors?
1:06:50 In terms of bets and challenging that, how do you do that when something isn’t quite as quantifiable as the number of representatives in the House in November?
1:11:58 How do you find balance between trusting the status quo and questioning things?
Online Questions:
1:01:46 You’ve talked about the feeling of an imposter or an outsider on some poker tables, what are some ideas in your book can help address the imposter syndrome sensation or counteract overconfidence?
1:09:59 Where were you on Black Friday in 2011 and what are your thoughts on regulating online poker?
1:17:38 What is your approach to the mental game of poker when your emotions can potentially influence your thought process?
Silicon Valley Investors Club (SVIC) is a community of tech employees who are interested in making smarter financial and career decisions. Our private group page provides SVIC members with a moderated space to engage in rich discussions about investment topics such as real estate, stocks, angel investing, private equity, financial planning, career success, and more, as well as to participate in exclusive Q&A sessions with special guest experts.
Jordan Thibodeau is a fourth-generation real estate investor and the community manager of the Silicon Valley Investors Club. Jordan works on the Mergers and Acquisitions team at a major Fortune 500 tech company. Jordan made SVIC to be a group where both current and former STEM professionals take part in rich discussions and share investment & career advice that is uniquely tailored to their needs.
https://svinvestorsclub.com/wp-content/uploads/2020/08/northfolk-Ok76F6yW2iA-unsplash-scaled.jpg14402560Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2020-08-03 17:12:522020-09-18 08:31:43Investing in Businesses Large and Small | Trish Higgins | SVIC Interview
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Annie-Duke.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2018-06-21 07:01:432020-09-18 09:04:17Interview with Annie Duke, Thinking in Bets
I recently hosted Ray Dalio, Founder of Bridgewater Associates, one of the largest hedge funds in the world with $160 Billion under management. Ray joined us to talk about his bestselling book Principles: Life And Work.
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About the book: “In Principles, Dalio shares what he’s learned over the course of his remarkable career. He argues that life, management, economics, and investing can all be systemized into rules and understood like machines. The book’s hundreds of practical lessons, which are built around his cornerstones of “radical truth” and “radical transparency,” include Dalio laying out the most effective ways for individuals and organizations to make decisions, approach challenges, and build strong teams. He also describes the innovative tools the firm uses to bring an idea meritocracy to life, such as creating “baseball cards” for all employees that distill their strengths and weaknesses, and employing computerized decision-making systems to make believability-weighted decisions. While the book brims with novel ideas for organizations and institutions, Principles also offers a clear, straightforward approach to decision-making that Dalio believes anyone can apply, no matter what they’re seeking to achieve.”
The talk covers the following topics:
Different stages of life
Radical truthfulness and Radical Transparency
Five Steps to success: Audacious Goals, Failure, Learning Principles, Improving and Achieving goals
Meritocracy
The Two “Yous” (thoughtfulness and emotional)
“Two Minute Rule” when you disagree
Key to success
Metamorphosis
How meditation connects the conscious mind with the subconscious mind
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Ray-Dalio-Photo-by-Bret-Hartman-TED.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2018-03-27 06:28:422020-09-24 02:08:54Interview with Ray Dalio Founder of Bridgewater Associates and author of Principles: Life And Work
I recently hosted TED speaker, NPR host, and journalist Celeste Headlee to talk about her newest book We Need ToTalk. Her book will teach you how to have better conversations.
About the book: In We Need to Talk, Headlee outlines the strategies that have made her a better conversationalist – and offers simple tools that can improve anyone’s communication. Whether you’re struggling to communicate with your kid’s teachers at school, an employee at work, or the people you love the most – Headlee offers smart strategies that can help us all have conversations that matter. Celeste’s TED Talk sharing 10 ways to have a better conversation was listed as one of the most watched TED talks in 2016 (CNBC) and named the #1 must-watch TED talk for every recruiter and hiring manager (Glassdoor).
If you would like to read a free chapter of We Need To Talk, you can find it here.
Her talk covers the following topics:
The smarter you are, the harder it is to be good in conversation
How system one thinking is really useful
Modeling behavior is strong among humans and how it can affect others
The decline of empathy throughout the years and the impact on younger generations
Human skill versus technological skill
How we rate our conversational skills higher than they really are
https://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-Interview-Celeste-Headlee.png7501200Jordanhttps://svinvestorsclub.com/wp-content/uploads/2020/04/Silicon-Valley-Investors-Club-1.pngJordan2017-11-17 21:59:532020-09-24 02:09:24Interview with NPR reporter and author Celeste Headlee – We Need To Talk
