TIP498: Ray Dalio’s Book – Big Debt Crises & How the Economic Machine Works
Clay studies the work of Ray Dalio and shares his biggest takeaways from reading Part 1 of his book, Big Debt Crisis.
Classic 22: Life and investing w/ Mohnish Pabrai
Preston and Stig chats with Mohnish Pabrai. They discuss what Mohnish has learned from his friendship with Charlie Munger, why and how Mohnish uses his checklist in stock investing, and how Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return.
TIP497: Lessons from Billionaire Howard Marks
Clay studies the work of Howard Marks and shares his biggest takeaways from reading his book, The Most Important Thing.
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.
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.
