PODCAST EPISODES
REI179: Resilience and Triumph w/ AJ Osborne
Patrick sits down with AJ Osborne to learn about his incredible triumph over a debilitating disease which left him paralyzed and how his self-storage investments allowed him to provide for his family.
MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson
Clay Finck chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
TIP545: The Third Sea Change Has Begun w/ Howard Marks
Howard Marks joins Trey to discuss his insights on A.I., Bitcoin, and his prediction of the financial markets undergoing a third significant transformation during his 50-year career.
BTC125: James Lavish On Why Bitcoin Performs From Here
Preston talks with finance expert, James Lavish, pertaining to current global macro events and how he sees Bitcoin performing during the rest of the year.
MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo
Rebecca and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, and much more!
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
Clay continues his review of Gautam Baid’s book, The Joys of Compounding. Today’s episode is part 3 of our review of this incredible book.
REI178: A Masterclass in Canadian Real Estate w/ Nick Hill and Dan Foch
Patrick sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast to discuss how they got their start in real estate.
TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer
Clay sits down with Author and Co-Founder of Woodlock House Family Capital, Chris Mayer to discuss the lessons from his book - 100 Baggers.
MI Rewind: The Bull Case for Uranium w/ Justin Huhn
Clay chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham
Trey welcomes back billionaire and legendary investor, Jeremy Grantham. Together, they chat about his thoughts on recent bank failures, Fed policy, and other global issues.
