PODCAST EPISODES
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.
REI149: 203K Loans w/ Matt Porcaro
Robert Leonard talks with Matt Porcaro about all things 203K loan — what they are and how to use them to invest in real estate.
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.
MI Rewind: Biggest Lessons of Entrepreneurship w/ Jason Saltzman
Clay Finck chats with Jason Saltzman about what led Jason to pursue a career in entrepreneurship, the biggest lessons he learned in working with over 20 start-ups over his life, some of the challenges he encountered along the way and how he found a way to persevere through them, how he ended up transitioning to the consumer debt space, what tips he has for millennials to prevent debt from becoming too big of a problem, and much, much more!
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.
BTC104: The US FED & Treasury Need Bitcoin w/ Luke Mikic
Preston Pysh interviews Bitcoin expert and journalist, Luke Mikic, on how the US government could potentially use Bitcoin to back its currency.
MI235: Investing in Uncertain Times w/ Louis Gave
Rebecca Hotsko chats with Louis-Vincent Gave. In this episode, they discuss Louis’s current assessment of the global economy, why he thinks the S&P has not fully priced in the risks of a recession and how far it could still fall, Louis’s advice on how to invest in a bear market, is now time to buy the dip or remain more defensive, how to construct a well built portfolio using Louis’s 6 building block framework and examples of investments that fall into each, what investments he sees as the most promising sectors, his outlook on Chinese equities, including Alibaba, and emerging markets, his thoughts on whether we are heading into a deflationary bust or not, his outlook on the risks around China and the de-dollarization of their economy, what this would mean for the US and global markets, and so much more!
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!
REI148: Real Estate Market Update with Data Scientist Neal Bawa
Robert Leonard brings back Neal Bawa to discuss the state of the real estate market in late-2022.
MI Rewind: The Psychology of Money & Behavioral Finance w/ Daniel Crosby
Robert Leonard chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel’s most important money lessons after studying countless investors, common misconceptions about money, Daniel’s framework when selecting individual stocks, and much, much more!
