PODCAST EPISODES
BTC110: Japanese Credit Markets, Bitcoin, & Nostr w/ James Lavish
Preston Pysh interviews James Lavish about the global Macro situation happening in Japan, the US FED running a deferred asset program with the US Treasury, and whether the EU can get inflation under control.
MI244: Mastering Factor Investing w/ Wes Crill
Rebecca Hotsko chats with Wes Crill. In this episode, they discuss how to improve your expected returns through investing in factors, how to think about constructing a well built portfolio using factor ETFs, the differences between single factor vs multi factor exposure ETFs, which combination of factors are expected to produce the highest returns, understanding the tradeoff between expected return and diversification when adding additional factors, a framework to help you evaluate if an investment belongs in your portfolio, the difference between expected and unexpected inflation and are there any assets that hedge against the unexpected, what typically happens to stocks of companies that grow to be the largest in the market, and much, much more!
TIP508: Berkshire’s Purchase of TSM & Meta “Doomsday” Analysis
Clay dives into Warren Buffett’s recent purchase of Taiwan Semiconductor Manufacturing, the critical role semiconductors play in our overall economy, and why Intel and Meta may be undervalued.
REI154: Carwashes are Cash Cows w/ Dan Handford
Robert Leonard talks with Dan Handford about how the current interest rate and tightening financing environments are impacting the real estate industry, how this new environment has changed his acquisition strategy, what assets will be most stable in a downturn, how to do proper due diligence on a syndicator, what markets he is focused on, what trends he foresees for 2023, and much, much more.
MI Rewind: Masterclass on Building an Online Course Business w/ Jacques Hopkins
Robert Leonard chats with Jacques Hopkins about his journey as an entrepreneur, how he dealt with failure and applied the lessons he learned to his present business, where to start when building an online course, how to build an audience without an existing following, how to use YouTube and an evergreen funnel, and much, much more!
TIP507: Market Indicators, CBDC’s and Real Estate w/ Joe Brown
Trey invites Joe Brown to chat. Joe runs Heresy Financial, which is one of the best resources on YouTube for bite-size market updates and other financial content.
MI243: Investing In Latin America w/ Ian Bezek
Rebecca Hotsko chats with Ian Bezek about what’s behind the recent strength in some Latin American countries’ equities markets, and more!
BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre & Morgen Rochard
Preston Pysh interviews Pierre and Morgen Rochard about a wide range of topics that include, Taro, the GBTC Discount, why stable coins should probably stay off the Bitcoin Lightning network, and much more.
MI242: The Rent vs Buy Decision w/ Joseph Hogue
Rebecca Hotsko chats with Joseph Hogue. In this episode they discuss how to decide if you should rent or buy a home, how to think this through in this high interest rate environment, the pros and cons of renting vs buying a home, what are all the financial costs to consider in the rent vs buy decision, what the BURL rule is and how it can help with the rent vs buy decision, what are some other non-financial factors to help inform the decision to rent vs buy, the challenges of buying a home in this high interest rate environment, how low do interest rates have to fall before it makes economic sense to buy a home, how to decide if you should go with a variable or fixed mortgage rate in this environment, Joseph’s top 3 dividend stock picks that can help you pay your rent, why Joseph likes REITs and how they typically perform in this environment, and so much more!
TIP506: How Jeff Bezos Built Amazon
Clay summarizes Brad Stone’s book, The Everything Store, which tells the story of how Amazon has become one of the most valuable companies in the world.
