Millennial Investing podcast episodes.

MI Rewind: Masterclass on SPACs w/ David Sherman

Clay chats with David Sherman about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!
MI Rewind: Masterclass on SPACs w/ David Sherman2024-12-13T05:23:30-05:00

MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman

Robert chats with Chris Pedersen & Paul Merriman about how young investors should be thinking about inflation, financial advisors, ETF investing strategies, how to supercharge and simplify your investments, how to start a financial education non-profit, and much more!
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman2024-01-31T07:28:57-05:00

MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim

Clay chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why Costco has spectacular pricing power despite its very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
MI Rewind: Pricing Power & Ferrari Stock w/ Arif Karim2024-12-13T05:24:03-05:00

MI282: The Small & Mighty Real Estate Investor w/ Chad Carson

Robert brings back his good friend Chad Carson to discuss his new book "The Small & Mighty Real Estate Investor".
MI282: The Small & Mighty Real Estate Investor w/ Chad Carson2024-12-13T05:24:20-05:00

MI Rewind: Valuing Netflix Stock w/ Tony Coniaris

Clay chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
MI Rewind: Valuing Netflix Stock w/ Tony Coniaris2024-12-13T05:24:55-05:00
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