PODCAST EPISODES
BTC106: FTX Failure, GBTC, Genesis DCG & more w/ Dylan LeClair
Dylan LeClair joins Preston Pysh for a conversation about how many exchanges and counter parties were running fractional reserve Ponzi schemes in the crypto space. Dylan explains why Crypto is not Bitcoin.
MI238: A Guide to a Winning Investment Strategy w/ Larry Swedroe
Rebecca Hotsko chats with Larry Swedroe. In this episode, they discuss Larry’s book “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, why passive investing and diversification is key to a “Winning Investing Strategy”, why active strategies such as active management, stock picking and market timing are “losing strategies”, the shocking percentage of stocks that actually outperform the market, do markets value stocks correctly, why Warren Buffett’s outperformance can be explained by factors, how investors can improve their long run returns through factor investing, the 5 rules factors must meet to invest in them, how long you have to hold these investments to earn the expected premium, why all factor ETFs are not created equal and which are best to invest in, and so much more!
Larry Swedroe is head of financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need (1998 and 2005). He has also authored 18 more books. He also writes for AdvisorPerspectives.com, AlphaArchitect.com, and TheEvidenceBasedInvestor.com
TIP498: Ray Dalio’s Book – Big Debt Crises & How the Economic Machine Works
Clay studies the work of Ray Dalio and shares his biggest takeaways from reading Part 1 of his book, Big Debt Crisis.
REI150: Developing Short-Term Cabin Rentals with Alex Jarbo
Robert Leonard talks with Alex Jarbo, a short-term rental developer and manager with the goal of building 650 cabins within the next 3 years. Alex is the founder and CEO of Sargon Investments and holds an MBA with a concentration in Real Estate Development.
MI Rewind: What is Money? w/ Jim Crider
Clay Finck chats with Jim Crider about what money really is, the attributes of good money, why an unstable form of money causes issues in an economy, why gold was chosen as money by the free market for centuries, the history of money in the United States, why Bitcoin has value, Jim’s thoughts on diversification, and much more!
Classic 22: Life and investing w/ Mohnish Pabrai
Preston and Stig chats with Mohnish Pabrai. They discuss what Mohnish has learned from his friendship with Charlie Munger, why and how Mohnish uses his checklist in stock investing, and how Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return.
MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas
Rebecca Hotsko chats with Eric Balchunas. In this episode they discuss all things ETFs, including how the ETF space has evolved over the last year, why passive indexing is sometimes viewed as “weak hands” or “dumb money”, the passive index bubble debate, how index funds affect the underlying companies’ stock prices, Eric’s thoughts on Cath Wood’s criticisms of ETFs calling them a “misallocation of capital”, is now the worst time to be a passive index investor, what single-stock ETFs are, what investors should know about these products, are inverse ETFs a good way to bet against the market, the risks of using leveraged ETFs and why they may not perform as you expect, and so much more!
BTC105: It’s Bitcoin Not Crypto w/ Cory Klippsten
Cory Klippsten joins Preston for a conversation about how "Crypto" is not Bitcoin despite Silicon Valley Venture Capitalists trying to conflate the two as being equal.
MI236: Bond Investing 101 w/ Brian Martucci
Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss bond investing for beginners, the benefits of including bonds into a portfolio, the risks associated with these investments including: interest rate risk, inflation risk, credit risk, liquidity risk, the term structure, and why a normal yield curve is upward sloping, the different types of bonds investors can buy, where investors can purchase different types of bonds, what I Savings Bonds are and the benefits they offer in this environment, what preferred shares are, and examples of different types of preferred shares, and so much more!
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.
