TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra. For this mastermind episode, they discuss Teqnion, Palantir, and Virtu Financial.
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
On today’s episode, Clay reviews Thomas Phelps’s book - 100 to 1 in the Stock Market, and also highlights writings put out by Akre Capital Management.
TIP555: Lessons from the World’s Greatest Capital Allocators
On today’s episode, Clay reviews one of Warren Buffett’s favorite investment books called The Outsiders by William Thorndike Jr.
TIP554: Mental Models for Successful Investing w/ John Jennings
Clay chats with John Jennings about his new book - The Uncertainty Solution.
TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
Clay talks to Tavi Costa about the start of a commodity supercycle. Tavi explains why we're only at the beginning of a bull market for gold, silver, and other hard assets.
