PODCAST EPISODES
TIP661: Lessons from Bear Markets w/ Richard Lawrence
Richard Lawrence talks about the lessons from bear markets, why Overlook Investments has started to bet big on China, and more.
BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis
Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin.
MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O’Malley
Shawn breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear.
TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra for the Q3 2024 Mastermind episode. Here they discuss Betsson, Nintendo and Virtu.
MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie
Trey Lockerbie talks about how his investment strategy has changed with the everchanging macro landscape, and much more.
TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan
Clay is joined by Shree Viswanathan for a stock deep dive on luxury goods manufacturer, Hermès.
BTC199: Bitcoin’s Collateral in Real Estate w/ Leon Wankum
Explore how inflation, interest rates, and Bitcoin are reshaping the real estate market with Leon Wankum
MI368: Bill Ackman: The Highs and Lows w/ Shawn O’Malley
Shawn breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive.
TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve
Kyle explores Peter Lynch's book, “One Up on Wall Street.” Here he discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, and a whole lot more!
MI Rewind: The Science of Hitting w/ Alexander Morris
Clay chats with Alexander Morris about the initial things Alex looks at when analyzing a company, and much more!
