Millennial Investing podcast episodes.

MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle

Clay Finck chats with Tobias Carlisle about what led him to become a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more!
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle2023-05-03T04:35:42-04:00

MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway

Rebecca Hotsko chats with Rayna Lesser Hannaway. In this episode, they discuss some of the common misconceptions around investing in small cap companies, the benefits of including small cap companies in your portfolio, Rayna’s investment criteria for finding great small cap companies, how to tell if a company’s growth is sustainable and persistent, how small caps typically perform in high inflationary, low growth environments, why the multiple compression in small caps make them very attractive right now, what are some companies Rayna thinks have great potential right now, what is Rayna’s valuation process for small cap companies, and so much more!
MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway2024-04-28T05:40:09-04:00

MI Rewind: Investing Like Warren Buffett w/ Jake Taylor

Clay Finck chats with Jake Taylor how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, why many growth companies are trading at valuations that are likely not sustainable, and much, much more!
MI Rewind: Investing Like Warren Buffett w/ Jake Taylor2023-05-03T04:32:33-04:00

MI225: Studying Superinvestors w/ David Rubenstein

Rebecca Hotsko chats with billionaire investor and entrepreneur David Rubenstien. In this episode, they discuss how David started Carlyle Group and grew it to be one of the largest private equity firms in the world, which markets he thinks are most attractive to invest in right now, why he thinks crypto and technology stocks are two good contrarian bets, his greatest learnings from studying other superinvestors, what he thinks it takes to become a great investor, what mistakes retail investors make when trying to copy superinvestors’ strategies, and so much more!
MI225: Studying Superinvestors w/ David Rubenstein2024-04-28T04:48:44-04:00

MI224: How to Work and Live with Purpose w/ Matt Spielman

Rebecca Hotsko chats with Matt Spielman. In this episode, they discuss Matt’s “Game Plan System”, how to use this framework to set and achieve goals, Matt’s strategy on how to “win each day”, how to decide if a goal no longer serves you, his top tips for Millennials on how to feel more fulfilled in their work and career, when it might make sense to follow your passion, how to avoid the feeling of burnout, how to re-engage with your work when you begin to feel disconnected at your job, and so much more!
MI224: How to Work and Live with Purpose w/ Matt Spielman2023-05-24T06:11:30-04:00
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