TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra

Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns four individual stocks, and in this episode, he outlines the newest addition to his portfolio. Hari’s pick is unloved by the market and has declined by more than 70% YTD and Tobias pitches a stock with strong downside protection in uncertain times.
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra2025-05-20T11:51:17-04:00

TIP495: The Changing Composition of Money w/ Alfonso Peccatiello

Trey welcomes back Alfonso Peccatiello. Alf is the former head of a $20 Billion Investment Portfolio and is now the author of The Macro Compass. They got into the weeds on some very technical topics like interest rate swaps, TLTRO loans, pricing in inflation and other tools and metrics Alf uses.
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello2022-11-17T22:24:06-05:00

TIP494: The Worldly Wisdom of Charlie Munger

Clay talks about Charlie Munger’s background, his mental models for living a good life and investing wisely, the biggest mistakes Charlie and Warren have made over the years and much more!
TIP494: The Worldly Wisdom of Charlie Munger2024-12-13T06:09:28-05:00

TIP493: Should CEOs Have Term Limits? w/ Bill George

Trey chats with the well-accomplished Bill George, they discuss where CEOs go wrong, How Bill took Medtronic to $60B while cultivating an inclusive culture, and much more!.
TIP493: Should CEOs Have Term Limits? w/ Bill George2023-02-14T23:43:03-05:00
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