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