PODCAST EPISODES
MI Rewind: Impact Investing & Partnerships w/ Zachary Conway & Adrian Grenier
Robert Leonard chats with Zachary Conway & Adrian Grenier about their partnership between Seeds and DuContra Ventures, what impact investing is and why it’s important, what Ducontra looks for in companies wanting to raise capital, how Zach and Adrian ensure their goals are aligned, and much, much more!
MI246: Are The FANG Stocks Dead? w/ Lance Roberts
Rebecca Hotsko chats with Lance Roberts. In this episode, they discuss why the valuation gap between value and growth is wider than ever, why Lance doesn’t think the FANG stocks are dead, how the rise in flows into passive indexing impacts the FANG stocks performance, Lance’s current assessment of the market and his outlook into 2023, how Lance is positioning his investments heading into 2023, his 7 rules to navigate investing in a bear market, the decomposition of returns in the S&P 500, the increasing importance of share buybacks in driving returns, the pros and cons of share buybacks vs dividends for shareholders, and much, much more!
REI155: Building a Boutique Property Empire w/ Moses Kagan
Robert Leonard talks with Moses Kagan about his thoughts on higher education, how he’s implemented some of his learnings from Warren Buffett into his company, and why everyone should read his shareholder letters, some of the mishaps in his first real estate deal, his experience in the 2008 downturn, and explanations on where we are in the real estate cycle.