PODCAST EPISODES
TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)
The second and last part of Episode 481, Stig and Clay discuss our finances at The Investor’s Podcast Network.
TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1)
Stig Brodersen is joined by Clay Finck, who will debut as host of We Study Billionaires. In this episode, you will hear the story of how the founders met each other and stories from the early years up to 2020.
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
Clay Finck chats with Tobias Carlisle about what led him to become a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more!
MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway
Rebecca Hotsko chats with Rayna Lesser Hannaway. In this episode, they discuss some of the common misconceptions around investing in small cap companies, the benefits of including small cap companies in your portfolio, Rayna’s investment criteria for finding great small cap companies, how to tell if a company’s growth is sustainable and persistent, how small caps typically perform in high inflationary, low growth environments, why the multiple compression in small caps make them very attractive right now, what are some companies Rayna thinks have great potential right now, what is Rayna’s valuation process for small cap companies, and so much more!