TIP533: How the Fed went Broke w/ Lyn Alden
Stig brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they discuss how the Fed went broke and what the implication is for us as investors.
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
Trey chats with Dr. Graeme Forster. Together they discuss the success of legendary investors such as Jim Simons & Orbis' founder Allan Gray, Graeme's shift from mathematics to value investing, and much more!
TIP531: Mark Leonard: The Best Capital Allocator You’ve Never Heard of
Clay does a deep dive into Constellation Software (Ticker: $CSU), a Canadian holding company that has acquired over 600 vertical market software businesses.
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.
TIP529: Joel Tillinghast & Uncovering the Art of Outperformance
Clay reviews Joel Tillinghast’s book, Big Money Thinks Small, and does analysis on two companies built around acquisitions - Brown and Brown Insurance and Constellation Software.
