TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra

On today’s show, Preston and Stig speak with Tobias Carlisle and Hari Ramachandra for the Mastermind Discussion of Q1 2021. Together, they sit down and talk about where they see value in the financial markets.
TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra2025-02-07T05:31:28-05:00

TIP334: Disruptive Innovation w/ Cathie Wood

On today's show, we have Cathie Wood from Ark Invest. Ark’s ETFs are fascinating and have been outperforming the market by a wide margin over the last year. Its Innovation ETF returned over 170% in the last year and it is now actively managing over $50 billion dollars.
TIP334: Disruptive Innovation w/ Cathie Wood2023-05-18T17:31:09-04:00

TIP333: Trend Following w/ Niels Kaastrup Larsen

On today’s show, we have a veteran of the finance industry, Mr. Niels Kaastrup-Larsen. We discuss how simulations of trend following work together with an equities portfolio, and how models built on historical data perform in a year with a pandemic.
TIP333: Trend Following w/ Niels Kaastrup Larsen2023-05-18T17:14:14-04:00

TIP332: Long-Term Investing w/ Tom Gayner

On today’s episode, Stig and Trey sit down with legendary investor, Tom Gayner, Co-CEO of Markel Corporation. Markel has been referred to as a “Baby Berkshire”, because it is structured similarly to Berkshire Hathaway, and has produced stellar results.
TIP332: Long-Term Investing w/ Tom Gayner2023-06-07T05:05:57-04:00

TIP331: Inflation w/ Cullen Roche

On today’s episode, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings. Cullen is the father of Pragmatic Capitalism, the author of multiple investing books, and the regular guest of Bloomberg and major financial news outlets.
TIP331: Inflation w/ Cullen Roche2023-05-18T16:58:23-04:00
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