PODCAST EPISODES
TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole
Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands. a portfolio company with household names like Cinnabon, Carvel, Jamba, Auntie Anne's, Schlotzsky’s and more. Focus Brands as a whole generates around $5B in revenue per year and Kat takes a deep dive into how these brands came to prominence.
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.
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!
MI115: Young Investors Getting Started w/ Kelly Lannan
Robert Leonard chats with Kelly Lannan about what Fidelity is and what the company does, what the four ways are that young investors are learning about finances outside of traditional education, what she is finding as the main reasons why people haven’t started focusing on their money yet, how to begin investing, and much, much more!






