PODCAST EPISODES
MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
Clay Finck chats with Dr. Jeff Ross from Vailshire Capital Management. In this episode, they discuss why Jeff left medicine to start his own hedge fund, why he transitioned from being a Warren Buffett style value investor to a more macro based investing approach, how momentum plays into his investment strategy, what companies he considers his “hold forever stocks,” why he has such strong conviction in Bitcoin long-term despite it dropping nearly 75% at one point this year, and so much more!
REI136: Finding Off-Market Deals w/ Ryan Corcoran
Robert Leonard talks with Ryan Corcoran about what wholetailing is, investing in small- to mid-sized multifamily properties, specifically in the northeast, how to find off-market deals, how to creatively finance your deals, why it’s important to get in the same room as people doing things bigger than you, and more!
MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
Clay Finck chats with Drew Weitz and Barton Hooper from Weitz Investment Management. In this episode, they discuss Weitz’s “quality at a discount” investing framework, what factors they look for to find quality companies, why their approach focuses more on what a business is worth and its future cash flows instead of its current multiple, what discount rate they use when projecting cash flows, as well as their thoughts on a number of stocks they own such as Google, Facebook Amazon, Liberty Broadband, Accenture, and so much more!
MI208: The Finance Super App w/ Brian Barnes
Clay Finck chats with the founder and CEO of M1 Finance, Brian Barnes. They talk about what led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity, how M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy, how cryptocurrencies play into M1 Finance’s vision, how Brian envisions the fintech landscape evolving over time, Brian’s biggest lessons in starting and scaling a company to 300 employees, and so much more!