PODCAST EPISODES
MI Rewind: Growth and SaaS Investing with Austin Lieberman
Robert Leonard sits down with Austin Lieberman to talk growth investing, investing in SaaS companies, and how he personally invests. Austin used to be with the United States Air Force, and is now a Portfolio Manager at Social Capital.
TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis
Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. They discuss the advantages of being an outsider, Why so many start ups fail and how to look for the signs and much more!
MI153: Valuing Netflix Stock w/ Tony Coniaris
Clay Finck chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
BTC070: Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould
Listen to Preston Pysh's round table conversation with Joe Carlasare, Jeff Ross, and Jay Gould, about the broader market conditions and how Bitcoin plays into its development.
MI152: Bitcoin First and Fidelity Digital Assets w/ Chris Kuiper & Jack Neureuter
Clay Finck chats with Chris Kuiper and Jack Neureuter about why Fidelity chose to offer services for Bitcoin only and none of the other digital assets, why Bitcoin should be considered seperately from all other digital assets from an investment standpoint, why decentralization and network effects are critical aspects of Bitcoin’s value proposition, things happening in the Bitcoin space that make Chris and Jack most excited about its future, and much more!
Classic 10: Warren Buffett’s Book Recommendation – The Outsiders
Preston Pysh and Stig Brodersen discuss Warren Buffett’s top book recommendation from Berkshire Hathaway Annual Shareholder’s meeting in 2012 - The Outsiders by William Thorndike.
REI114: Technology Innovation in Real Estate & STRs w/ Giri Devanur
Robert talks with Giri Devanur about why technology has taken so long to make it into the real estate industry, what new innovations are coming to the real estate world, what AI and machine learning are, what short-term rentals are and how they’re being changed by technology, and much, much more!
TIP432: The Creator Economy, Building a Personal Moat and Mental Health Stack w/ Alex Lieberman
Trey Lockerbie invites back the Co-Founder and Executive Chair of MorningBrew, Alex Lieberman. Alex discusses his foray into the creator economy, angel investing, building a personal moat and much more!
MI Rewind: Bitcoin, Crypto, and Entrepreneurship with Jason Yanowitz
Robert Leonard sits down with Jason Yanowitz to talk about his entrepreneurial journey, and his views on Bitcoin and other cryptocurrencies. Jason is the Co-Founder of BlockWorks Group, an events and media company that sits at the intersection of digital assets and traditional finance.
TIP431: The Big World of Microcaps w/ Ian Cassel
Trey Lockerbie speaks with microcap expert Ian Cassel. They discuss why microcaps get a bad wrap, how to identify microcaps that could grow up to be macro caps and much more!
