PODCAST EPISODES
MI Rewind: Masterclass on SPACs w/ David Sherman
Clay chats with David Sherman about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!
BTC141: Can Bitcoin Lightning Scale Globally w/ Alexander Leishman
Preston interviews Alex Leishman, the Founder of River Financial, about whether the lightning network can scale at a level that supports global finance.
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman
Robert chats with Chris Pedersen & Paul Merriman about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit, and much more!
REI192: Building an Empire w/ Nick Huber
Patrick interviews Nick Huber, a serial entrepreneur, discussing Twitter for business, leading an interesting life, and co-founding six companies & much more!
TIP567: The Evolution of Value Investing w/ Brian Feroldi
Clay & Brian Feroldi discuss valuation spectrums, guiding investors to choose the right approach when analyzing firms, and much much more!
MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim
Clay chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why Costco has spectacular pricing power despite its very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
BTC140: Game Theory and Bitcoin w/ Scott Lindberg
Preston interviews game theory expert, Scott Lindberg, about Bitcoin and its robust incentives that keep everything mutually beneficial for all participants.
MI282: The Small & Mighty Real Estate Investor w/ Chad Carson
Robert brings back his good friend Chad Carson to discuss his new book "The Small & Mighty Real Estate Investor".
MI Rewind: Valuing Netflix Stock w/ Tony Coniaris
Clay chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid
Clay chats with best-selling author Gautam Baid on lifelong learning, achieving dreams, quality businesses, India's potential, and more.
