A(z) The Investor S Podcast Network csatorna legjobb podcastjai (2024)

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TIP665: The Most Important Thing by Howard Marks w/ Clay Finck & Kyle Grieve 1:26:31

1d ago1:26:31

1:26:31

On today’s episode, Clay and Kyle review The Most Important Thing by Howard Marks and share their most impactful takeaways. Howard Marks is the co-founder and co-Chairman of Oaktree Capital Management, a global investment giant with more than $190 billion in assets. He’s also the author of two best-selling books, “The Most Important Thing” and “Mas…

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MI371: The Case for Alibaba w/ Daniel Mahncke 1:04:52

6d ago1:04:52

1:04:52

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investo…

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BTC202: Bitcoin Mastermind 3rd Quarter 2024 w Joe Carlasare, Jeff Ross, and America Hodl (Bitcoin Podcast) 1:20:04

4d ago1:20:04

1:20:04

In this episode, we dive into SAB 121’s implications on Bitcoin, discuss BNY Mellon’s crypto custody services, and explore how regulatory changes and institutional adoption could shape Bitcoin's future value. We also examine BlackRock’s demands on Coinbase, changes in M2 money supply, and Basel III’s risk weight requirements for cryptoassets. IN TH…

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TIP664: The Nomad Investment Partnership Way: Quality In Business and Beyond w/ Kyle Grieve 1:02:24

7d ago1:02:24

1:02:24

On today’s episode, Kyle Grieve discusses the investing philosophy and concepts from the Nomad Investment Partnership, how they created their fund structure to align themselves with partners, why they settled on inactivity, the powerful effects of businesses that share profits with customers rather than shareholder, how they ended up focusing on th…

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MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle 1:00:17

9d ago1:00:17

1:00:17

Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much…

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TIP663: The Truth About Private Equity w/ Ted Seides 1:07:27

9d ago1:07:27

1:07:27

On today’s episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals. Over the past 20 years, the private equity industry has gone from a cottage industry to a powerful juggernaut that touches every corner of the global economy — now total…

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BTC201: eCash on Bitcoin & Nostr w/ Calle from Cashu (Bitcoin Podcast) 1:15:47

11d ago1:15:47

1:15:47

Join us as Calle, the creator of Cashu Protocol, explores how Cashu enhances the Bitcoin Lightning Network by offering a privacy-focused solution for micropayments. We delve into key topics such as custodial vs. non-custodial Bitcoin solutions, Cashu’s impact on network growth, and the future of Nostr integration with Bitcoin. Calle also explains h…

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MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke 57:25

13d ago57:25

57:25

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and …

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TIP662: Building Buffett: The Foundation Of Success w/ Kyle Grieve 1:17:33

14d ago1:17:33

1:17:33

On today’s episode, Kyle Grieve discusses an underrated book called “Warren Buffett’s Ground Rules” by Jeremy Miller, he’ll discuss how to avoid being taken advantage of by Mr. Market, how to maximize the effects of compounding, how Warren thinks about tracking investment performance, how Buffett aligned himself with his partners, why contrarianism…

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MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc 52:53

16d ago52:53

52:53

Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential…

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TIP661: Betting Big on China & Lessons from Bear Markets w/ Richard Lawrence 1:15:49

16d ago1:15:49

1:15:49

On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Over a 30-year time period, Overlook compounded capital at 14.3% per year — a remarkable record of growth that is a testament to their consistent abi…

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BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast) 1:10:36

18d ago1:10:36

1:10:36

In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CB…

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MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley 1:08:42

20d ago1:08:42

1:08:42

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear. You’ll learn why it’s important to study financial history, what bear markets have in common, how the bear market of …

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TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra 1:33:47

21d ago1:33:47

1:33:47

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation. IN THIS EPISODE YOU’LL…

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MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie 1:02:04

23d ago1:02:04

1:02:04

Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target a…

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TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan 1:42:24

23d ago1:42:24

1:42:24

On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian-inspired items. Since the IPO in 1993, shares of Hermès have compounde…

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BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast) 1:03:52

25d ago1:03:52

1:03:52

This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting …

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MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley 56:54

27d ago56:54

56:54

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive. You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his comp…

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TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve 1:10:23

28d ago1:10:23

1:10:23

On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the significant differences in analyzing large and small businesses, how to …

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MI Rewind: The Science of Hitting w/ Alexander Morris 1:06:34

30d ago1:06:34

1:06:34

Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profita…

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TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck 1:04:55

30d ago1:04:55

1:04:55

On today’s episode, Clay shares the most important lessons he’s learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on …

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BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast) 1:04:23

1M ago1:04:23

1:04:23

In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion covers key topics such as risk management, the role of stablecoins, peer-to-peer lending versus traditional finance, and the future of Bitcoin in institu…

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MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley 54:56

1M ago54:56

54:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise abo…

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RWH049: Crushing The Market Over 50 Years w/ Jay Bowen 2:15:30

1M ago2:15:30

2:15:30

In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has achieved an annualized return of 14.4% over 50 years & a cumulative retur…

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MI Rewind: Is FAANG the New Value? w/ John Huber 1:08:07

1M ago1:08:07

1:08:07

Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stoc…

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TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck 1:18:56

1M ago1:18:56

1:18:56

On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is ke…

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BTC197: What are Bitcoin Fedimints w/ Obi Nwosu and Renata Rodrigues (Bitcoin Podcast) 1:10:23

1M ago1:10:23

1:10:23

In this episode, we dive into the challenges of Bitcoin payments and scaling, and how Fedi is addressing these issues. Obi Nwosu explains the concept of Fediments and guardians, while Renata Rodrigues shares her on-the-ground experiences in Africa, discussing the real-world impact of Fedi on communities. We also explore the tools within the Fedi ap…

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MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley 49:24

1M ago49:24

49:24

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years. You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early inv…

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TIP655: Hustle, Trust, and Cash Flow: Nike’s Genesis w/ Kyle Grieve 1:03:32

1M ago1:03:32

1:03:32

On today’s episode, Kyle Grieve discusses a wonderfully well-written autobiography, “Shoe Dog” by Phil Knight, the founder of Nike. He discusses the importance of identifying and pursuing true happiness while ensuring a stable income as a fallback, the value of hustle, the importance of trust with your suppliers, why focus is so vital to business s…

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MI Rewind: Investing in the Oil and Gas Industry w/ Grant Norwood 43:34

1M ago43:34

43:34

Robert Leonard chats with Grant Norwood about the oil and gas industry, and why investors should consider this potentially lucrative space. Grant is the president of Norwood Energy Corporation, a Texas-based oil and gas exploration company. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 02:18 - The current state of the oil and gas industry. 04:16 - Wh…

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TIP654: Investing Across the Life Cycle w/ Aswath Damodaran 1:10:49

1M ago1:10:49

1:10:49

On today’s episode, Clay Finck is joined by Aswath Damodaran to discuss his new book, The Corporate Life Cycle. Aswath Damodaran is a professor at NYU of corporate finance and valuation and has taught thousands of students how to value companies and pick stocks. He has written numerous books on valuation and has also made all of his university cour…

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BTC196: Bitcoin-powered Banking at Fold w/ Will Reeves (Bitcoin Podcast) 1:02:40

2M ago1:02:40

1:02:40

In this episode, we explore Will Reeves' Bitcoin journey and how it led to the creation of Fold, a company that has evolved from offering Bitcoin rewards through gift card purchases to becoming a comprehensive financial services app. We also discuss Fold’s recent decision to go public, the company's long-term vision as a Bitcoin-powered bank, and t…

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MI365: The Memos of Howard Marks w/ Shawn O'Malley 54:23

2M ago54:23

54:23

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down 30 years’ worth of memos from one of Wall Street’s most storied investors: Howard Marks. You’ll learn how Marks’s thinking about beating the market evolved over the course of his career, what it was like going through the 2008 Financial Crisis as a professional investor, the 5 market …

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TIP653: Track Record and Risk w/ Guy Spier 2:30:43

2M ago2:30:43

2:30:43

In this episode, Stig Brodersen talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck. Since 1997, Guy Spier’s fund has performed 9.3% vs. 8.7% annually for the S&P500. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:05 - What we can learn from royal families about moats in busi…

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MI Rewind: Do Stocks Only Go Up? w/ Brian Feroldi 1:13:02

2M ago1:13:02

1:13:02

Robert Leonard chats with Brian Feroldi about why personal finance isn’t widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock…

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TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve 1:34:44

2M ago1:34:44

1:34:44

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line. Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon, Cost…

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BTC195: Making THE Bitcoin Movie w/ Kelly and Brian Estes (Bitcoin Podcast) 54:12

2M ago54:12

54:12

In this episode, we sit down with Brian and Kelly Estes to discuss their newly released documentary, "God Bless Bitcoin." The conversation covers the overwhelming positive response to the film, the inspiration behind its creation, and how it addresses the intersection of faith and finance. We also explore the challenges they faced during production…

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MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley 1:01:27

2M ago1:01:27

1:01:27

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychology of investing, how innovation and competition affect stock returns,…

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TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee 1:06:32

2M ago1:06:32

1:06:32

On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why fossil fuels aren’t going anywhere anytime soon and why opportunities…

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MI Rewind: Bitcoin and Financial Independence w/ Jim Crider 1:04:17

2M ago1:04:17

1:04:17

Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what it really means to achieve financial independence, how to deal with information overload, Jim’s thoughts on Bitcoin, and much, much more! Jim Crider is the founder of Intentional Living FP which help…

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TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham 1:07:35

2M ago1:07:35

1:07:35

On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market that lies ahead. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:49 - L…

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BTC194: Tether's Backing and Pear w/ Paolo Ardoino and Mathias Buus (Bitcoin Podcast) 1:01:14

2M ago1:01:14

1:01:14

In this episode, we start by delving into Tether's Q2 2024 attestation, highlighting their remarkable financial achievements and commitment to creating a stable and resilient stablecoin. Following this, we dive into the Pear initiative's zero-cost, peer-to-peer infrastructure, discuss Keet's open-source capabilities, and examine the impact of elimi…

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MI363: Valuing Universal Music Group w/ Shawn O'Malley 56:12

2M ago56:12

56:12

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Universal Music Group’s stock and what the music industry looks like from music labels’ perspective. You’ll learn why Universal Music Group is a more reliable bet on the music industry than Spotify, why music labels have such compelling economics, Bill Ackman’s rationale for owning Un…

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RWH048: Betting Billions On Outlier Talent w/ Adam Shapiro 2:03:35

2M ago2:03:35

2:03:35

In this episode, William Green chats with Adam Shapiro, Managing Partner at East Rock Capital. Adam oversees billions on behalf of eight vastly rich families, allocating their assets to everything from hedge funds to private equity. Here, he explains how to build & safeguard wealth over the long term; how he identifies the best fund managers; why h…

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MI Rewind: The Millionaire Fastlane w/ MJ DeMarco 56:04

2M ago56:04

56:04

Clay Finck chats with MJ DeMarco about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, how he knew it was time to sell what he built, why following your passion is bad advice when starting a business, what MJ’s definition of wealth is, ways in which entrepreneurs can validate their busine…

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TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin 1:12:45

2M ago1:12:45

1:12:45

On today’s episode, Clay Finck is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings. Medici boasts an exceptional investment track record, achieving 16.0% annualized returns since 2009 compared to 11.3% for their benchmark. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:35 - What …

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BTC193: The Financialization of Bitcoin Blockspace w/ Bob Burnett (Bitcoin Podcast) 59:38

2M ago59:38

59:38

In this episode of the Bitcoin Fundamentals Podcast, we interview Bob Burnett, a Bitcoin mining and technology expert. Bob explains why the value of a block is largely misunderstood and how the future of mining may differ from common assumptions. We discuss the forward marketplace for blockspace, the economic implications of its scarcity, and the e…

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Millennial Investing Podcast Trailer 2:35

2M ago2:35

2:35

Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley. Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to br…

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MI362: The Story Of Spotify And Valuation w/ Shawn O'Malley 56:16

2M ago56:16

56:16

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) tells the story of Spotify, the music and podcast streaming app that hundreds of millions of people worldwide use. You’ll learn about how streaming saved the recorded music industry, Spotify’s origins, the economics of music streaming, Spotify’s business model, risks, and future outlook, as well …

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TIP648: Essential Skills for Successful Investing w/ Ian Cassel 1:19:34

2M ago1:19:34

1:19:34

On today’s episode, Kyle Grieve chats with Ian Cassel about the art of success in the private investing world, key investing skills to help manage stress, simple methods for finding new investing ideas, consolidating your stock buying framework, the challenges that must be overcome to hold a stock successfully, when they sell a stock, how to develo…

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