PODCAST EPISODES
MI158: Investing for Outsized Performance w/ Jeremy Deal
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, how valuation fits into his investment process, how he develops conviction for his holdings given that the future is unknowable, why his fund only invests in a handful of companies, some of the biggest mistakes he has made and how he learned from them, and much more!
MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Robert Leonard talks with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece,” why he wrote it, and what principles he learned from the Oracle of Omaha as he and his conglomerate evolved over time.
MI157: Just Keep Buying w/ Nicholas Maggiulli
Robert Leonard chats with Nick Maggiulli about why many people should put more focus on growing their income rather than saving more money to build wealth, how one should go about building additional income streams on the side, how using the 2x spending rule can help you eliminate guilt in making larger purchases, Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down payment, why dollar-cost averaging is better than trying to time the market, why you should reconsider maxing out your 401k if you’re currently doing so, and much more!
MI156: Masterclass on SPACs w/ David Sherman
Clay Finck chats with David Sherman about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!