Joe Percoco is 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: 0:00:00 - Intro 0:00:16 - What Problem Did Titan Set Out to Solve? 0:02:12 - Days in Goldman Sachs 0:03:43 - What Is the Appeal That Titan Is Bringing Differently to the Younger Audience? 0:06:28 - Mutual Funds and Fees 0:09:05 - Titan’s Secret Sauce 0:11:24 - The Strategies That Titan Offers 0:20:27 - What Millennials, Who Are Currently 4x Poorer Than Baby Boomers, Can Do to Keep Up Their Investing Game 0:24:19 - Joe Percoco's Operational Framework for Titan 0:27:01 - Tips From Some of Joe Percoco's Biggest Mentors - What Joe Learned From Working at Mckinsey and Goldman Sachs and Also, What He Did Not Learn 0:31:49 - Hiring the Right People 0:36:09 - Importance of Having Exposure Outside the Us 0:39:14 - Principle: Concentration Grows Wealth, Whereas Diversification Maintains Wealth 0:41:32 - Risks 0:45:34 - How Active Are the Strategies of Titan and How Does It Compare to Others? 0:48:22 - How to Protect Yourself Against Inflation ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/high-finance-strategies-for-new-investors-w-joe-percoco/ 📖 BOOKS MENTIONED: - Principles: Life and Work by Ray Dalio - https://amzn.to/33TYBWf - Principles for Dealing with the Changing World Order by Ray Dalio - https://amzn.to/33AvZld Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😁 ▶️ PAST EPISODES MENTIONED: - Business Ideas w/ Jim Collins (TIP372) - https://youtu.be/RqSqDRaPRU8 - Principles for Dealing with the Changing World Order w/ Ray Dalio (TIP410) - https://youtu.be/JmNji5adQew ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast 🐦Twitter: https://twitter.com/tip_network?lang=en ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.