TIP422: Frontier Market Investing w/ Maciej Wojtal
Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon.
TIP421: Expectations Investing w/ Michael Mauboussin
Trey Lockerbie chats with investing legend Michael Mauboussin. They discuss the Michael's early career, the concept of reflexivity, expectations investing and much more!
Classic 06: Elon Musk
Stig and Preston talk about Ashlee Vance’s book about Elon Musk, from the story of Elon Musk’s childhood up to his business ventures such as PayPal, Tesla, and SpaceX.
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.
TIP419: How Art Performs During Inflation w/ Scott Lynn
Trey Lockerbie invites back Scott Lynn of Masterworks, fresh off of his recent $110M fundraise that valued Masterworks over $1B, to discuss how Art performs during periods of inflation.
