PODCAST EPISODES
BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt
Preston interviews Lyle Pratt about the ways he's using the Bitcoin Lightning Network to remove spam from social interactions and how it can scale across existing and future decentralized social media platforms.
MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Rebecca chats with Aswath Damodaran about the importance of having an investment philosophy and how to figure out what your investment philosophy is, the difference between having an investment philosophy and strategy, why Aswath believes it’s better to be a generalist than a specialist in one area of investing, what are value drivers and how to apply them in our valuation process, the 5 basic variables we need to value any business, how to convert these value drivers into a DCF or intrinsic value model, the most common mistakes investors make when valuing a company and how to avoid these, Aswath’s test on how to figure out if your growth rate is reasonable, what is the correct discount rate to use, why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach, how often we should revisit our valuations for companies, how do companies get on Aswath’s radar, and much, much more!
REI157: Getting Started in RV Park Investing w/ Matt Whitermore
Patrick talks with Matt Whitermore about his journey into real estate with a triplex house hack, his experience in multi-family investing, the advantages of RV parks and how he adds value to them, how the transition from corporate world to real estate entrepreneur has been, his use of technology in the acquisition process, and much more!
TIP515: The Little Book of Valuation by Aswath Damodaran
Clay reviews Aswath Damodaran’s book, The Little Book of Valuation. Learn Aswath’s two primary methods for valuing a company, the four most basic inputs to valuing a company & much more.
FTX, Bitcoin, & Unchained Capital w/ David Layton
Clay and David Layton discuss the FTX fallout, Bitcoin’s regulatory outlook, the importance of Bitcoin self-custody, why Unchained is a bitcoin-only company, and Unchained Capital’s services.
MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
Robert Leonard and Clay Finck chat with Simon Erickson about Reddit and the Wall Street Bet’s movement, what is happening in China with the crackdown on tech companies, what is happening in the semiconductor industry and why it’s important, the space economy, Affirm’s business model and competitive advantages, and much, much more!
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
Trey brings back economist and author James Rickards. They chat about Jim’s insights into macroeconomics, geopolitics, currencies, and his new book titled, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy."
MI248: Inflation is Here to Stay w/ Tavi Costa
Rebecca Hotsko chats with Tavi Costa about why he thinks the era of easy money is over and value investing is coming back, why he believes we are in a new commodity bull cycle, which commodities he thinks provide the best long term investment opportunities going forward, his thoughts and outlook on the mining, energy, uranium, and agricultural sectors, the reasons behind why Tavi is most bullish on the mining sector, his thoughts on the energy sector and if it will continue to have a third strong year, why he thinks inflation is here to stay and the four pillars of inflation driving this thesis, his checklist for finding great investments in the commodity sectors, his thoughts on the uranium sector, and much, much more!
Tavi Costa is a partner and portfolio manager at Crescat Capital. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish.
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross
This is the 1st Quarter Bitcoin/Macro Mastermind discussion for 2023 with Preston Pysh, Jeff Ross, Steven McClurg, and Joe Carlasare. The group covers the numerous digital asset exchange collapses, broader treasury markets, inflation, stocks, China, and more.
MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi
Rebecca Hotsko chats with Mark Boyer and Jason Jacobi. In this episode, they discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, Time tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review in terms of their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!
