TIP390: Quantitative Investing Tactics w/ Michael Gayed

Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead-Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show.
TIP390: Quantitative Investing Tactics w/ Michael Gayed2023-06-02T08:51:15-04:00

TIP389: Buffett’s Core Principles w/ Dev Kantesaria

Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 Billion in assets. They discuss the value of running a highly concentrated portfolio, why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures and much more!
TIP389: Buffett’s Core Principles w/ Dev Kantesaria2026-07-10T10:47:18-04:00

TIP388: Lessons from Druckenmiller w/ Trung Phan

Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financial content on Twitter. His popularity recently afforded him the opportunity to interview legendary investor, Stanley Druckenmiller. 
TIP388: Lessons from Druckenmiller w/ Trung Phan2024-02-06T06:04:37-05:00

TIP387: Precious Metals Masterclass w/ Tavi Costa

Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term.
TIP387: Precious Metals Masterclass w/ Tavi Costa2023-11-29T03:48:12-05:00

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