PODCAST EPISODES
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!
TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel
Trey invites back microcap expert Ian Cassel to discuss Ian's recent annual Microcap Leadership summit and some of the ideas that came out of it.
BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery
Preston Pysh interviews MIT Graduate student Jason Lowery, who's a security researcher from the Department of Defense on Proof of Work and Proof of Stake protocols.
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!
REI142: Real Estate Syndications w/ Dan Handford
Robert Leonard talks with Dan Handford about attending real estate conferences, real estate syndications, taxes, 1031 exchanges, asset allocation, the current market environment, and more.
MI Rewind: Investing Like Warren Buffett w/ Jake Taylor
Clay Finck chats with Jake Taylor how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, why many growth companies are trading at valuations that are likely not sustainable, and much, much more!
TIP479: How to Invest w/ David Rubenstein
Trey sits down with billionaire and investing titan, David Rubenstein. They talk about the Carlyle Group and David's insights on current market headlines and fundraising environment.
MI225: Studying Superinvestors w/ David Rubenstein
Rebecca Hotsko chats with billionaire investor and entrepreneur David Rubenstien. In this episode, they discuss how David started Carlyle Group and grew it to be one of the largest private equity firms in the world, which markets he thinks are most attractive to invest in right now, why he thinks crypto and technology stocks are two good contrarian bets, his greatest learnings from studying other superinvestors, what he thinks it takes to become a great investor, what mistakes retail investors make when trying to copy superinvestors’ strategies, and so much more!
BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan
Preston Pysh talks with Sam Callahan about what Central Bank Digital Currencies are and how they could potentially be used as a censoring tool for global governments.
