Podcast - The Investor's Podcast Network

TIP815: Lyn Alden on Why Fiscal Dominance Changes Everything

Stig Brodersen and Lyn Alden discuss fiscal dominance, gold, energy, the U.S. dollar, inflation, and what it means for investors.

Kyle and Shawn analyze Formula One Group, including its competitive advantages, pricing power, incentives, and more.

Join Daniel and Shawn as they work through whether Microsoft's software moats can survive the very technology Microsoft is helping to build.

Join Mohnish and Stig’s discussion on Berkshire Hathaway, investing mistakes, and the importance of letting winners run.

Kyle and Shawn analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities.

Stig has invited legendary investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway.

Shawn and Daniel explore CoStar Group, the dominant provider of commercial real estate data and analytics.

Clay & Daniel break down Mercado Libre, Amazon’s AI-driven growth, AI risks to Constellation, and why Hermès may remain untouched.

Daniel, Shawn, and Kyle take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies.

Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC.