TIP653: Track Record and Risk w/ Guy Spier
Stig talks with Guy Spier about how he has achieved his impressive track record and whether you can adjust a track record for luck.
TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve
Clay Finck and Kyle Grieve give an overview of their best quality stock idea for Q3 2024.
TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee
Kyle chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, and a whole lot more!
TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham
Investing legend and bubble historian, Jeremy Grantham gives his updated views on the recent stock market run up, and much more!
TIP649: Owning Stocks for the Long Run w/ Pierre-Olivier Langevin
Clay is joined by Pierre-Olivier Langevin to discuss the investment approach at Medici and several of their portfolio holdings.
