TIP611: The Bear Case for China w/ Kyle Bass
Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management about market correction in Chinese markets.
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra for the 2024 Q1 Mastermind episode. Here, they discuss Spotify, Disney and Mueller Industries.
TIP609: Fooled by Randomness by Nassim Taleb
Clay reviews Nassim Taleb’s book – Fooled by Randomness.
TIP608: Long-Term Compounding w/ Chris Mayer
Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software.
TIP607:Small But Mighty: Uncovering Smallcap Value with Paul Andreola
Kyle and Paul Andreola discuss the evaluation of smallcap stocks, with an emphasis on the need for thorough research and share their thoughts on the current state of microcaps.
