PODCAST EPISODES
REI192: Building an Empire w/ Nick Huber
Patrick interviews Nick Huber, a serial entrepreneur, discussing Twitter for business, leading an interesting life, and co-founding six companies & much more!
TIP567: The Evolution of Value Investing w/ Brian Feroldi
Clay & Brian Feroldi discuss valuation spectrums, guiding investors to choose the right approach when analyzing firms, and much much more!
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!
BTC140: Game Theory and Bitcoin w/ Scott Lindberg
Preston interviews game theory expert, Scott Lindberg, about Bitcoin and its robust incentives that keep everything mutually beneficial for all participants.
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".
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!
TIP566: The Passionate Pursuit of Lifelong Learning w/ Gautam Baid
Clay chats with best-selling author Gautam Baid on lifelong learning, achieving dreams, quality businesses, India's potential, and more.
BTC139: Educating the World On Bitcoin w/ John Dennehy
Preston interviews John Dennehy about the non-profit Bitcoin educational program that gets over 5,000 in-person students per month.
MI281: Designing Your Game Plan for Financial Success w/ Devon Kennard
Robert & Devon Kennard discuss designing a game plan for financial success, including its meaning, impact on happiness, net worth vs. cash flow, money personality, evolving money conversations in sports, & more.
REI191: Design Outlaws w/ Marilyn Moedinger
Patrick interviews Marilyn Moedinger, discussing her architecture career, academia, her company Runcible Studios, and much more!
