PODCAST EPISODES
MI137: Discovering Value Investments w/ Vitaliy Katsenelson
Clay Finck chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
BTC062: Monetary Cycles and History w/ Mark Moss
Preston Pysh talks with Mark Moss about financial, political, and technology cycles throughout history.
MI136: The Bull Case for Uranium w/ Justin Huhn
Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
Classic 04: Joel Greenblatt’s Book – You Can Be A Stock Market Genius
Preston and Stig review and share their insights on Joel Greenblatt’s book, “You Can Be a Stock Market Genius."
REI106: Rent-By-The-Room & Student Rentals w/ Ryan Chaw
Robert Leonard talks with Ryan Chaw about what student rentals and a rent-by-the-room strategy are, how student rentals have been impacted by the pandemic, how to deal with potential damage from student renters, how to screen students as potential tenants, how to find real estate deals, and much, much more!
TIP416: High Finance Strategies for New Investors w/ Joe Percoco
Trey Lockerbie chats with Joe Percoco, 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.
TIP415: Adventures in Fintech with Logan Allin
Trey Lockerbie sits down with Logan Allin, the Managing General Partner and founder of Fin. Fin is a VC firm that now has 10 unicorn portfolio companies, some of which have IPO’ed and are over $1B in AUM.
MI135: Bitcoin is for Millennials w/ Preston Pysh
Clay Finck and Robert Leonard chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, what the incentives are for continued Bitcoin adoption, how Bitcoin’s price will perform if we see another deflationary shock in the markets, the metrics Preston looks at to test his Bitcoin thesis, the potential risks that Preston sees in Bitcoin, and much much more!
BTC061: Global Macro Investing 1Q 2022 w/ Luke Gromen
Luke Gromen talks with Preston Pysh about all the important macro trends for the 1st Quarter of 2022.
MI134: Why Deflation is Key to an Abundant Future w/ Jeff Booth
Clay Finck chats with Jeff Booth about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop, why Jeff believes that Bitcoin is positioned to perform well over the long-term, and much much more!
