TIP416: High Finance Strategies for New Investors w/ Joe Percoco

We Study Billionaires - The Investor’s Podcast Network

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 from working at McKinsey and Goldman Sachs and also, what he did not learn.
• 12:03 - The strategies that Titan offers.
• 24:06 - What millennials, who are currently 4X poorer than Baby Boomers, can do to keep up their investing game.
• 27:55 - Joe’s operational framework for Titan.
• 33:44 - Tips from some of Joe’s biggest mentors.
• And a whole lot 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 Stig, Clay, and the other community members.
• Titan's website.
• Joe Percoco's Twitter.
• Trey Lockerbie's Twitter.

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
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SPONSORS

Support our free podcast by supporting our sponsors:

• River
• Toyota
• Meyka
• AT&T
• Vacasa
• Fidelity
• Monarch Money
• Yahoo! Finance
• Long Angle
• Public
• USPS
• American Express
• Shopify

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