TIP497: Lessons from Billionaire Howard Marks
Clay studies the work of Howard Marks and shares his biggest takeaways from reading his book, The Most Important Thing.
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns four individual stocks, and in this episode, he outlines the newest addition to his portfolio. Hari’s pick is unloved by the market and has declined by more than 70% YTD and Tobias pitches a stock with strong downside protection in uncertain times.
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
Trey welcomes back Alfonso Peccatiello. Alf is the former head of a $20 Billion Investment Portfolio and is now the author of The Macro Compass. They got into the weeds on some very technical topics like interest rate swaps, TLTRO loans, pricing in inflation and other tools and metrics Alf uses.
TIP494: The Worldly Wisdom of Charlie Munger
Clay talks about Charlie Munger’s background, his mental models for living a good life and investing wisely, the biggest mistakes Charlie and Warren have made over the years and much more!
TIP493: Should CEOs Have Term Limits? w/ Bill George
Trey chats with the well-accomplished Bill George, they discuss where CEOs go wrong, How Bill took Medtronic to $60B while cultivating an inclusive culture, and much more!.
