PODCAST EPISODES
REI158: Exploring Tokenized Real Estate w/ Jerry Chu
Patrick talks with Jerry Chu about how his company, Lofty AI, is democratizing home ownership through fractional ownership of real estate by leveraging blockchain technology.
TIP517: Mohnish Pabrai’s Dhandho Investment Framework
Clay reviews Mohnish Pabrai’s book, The Dhandho Investor. He also talks about the 9 Dhandho investment principles, how Dhandho investors are able to earn outsized returns with minimal risk and much more.
MI Rewind: The Democratization of Finance w/ Seamus Scaring and Carlos Pelaez
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, what ETFs are and why we’ve seen an increased interest in them, the benefits of utilizing options in your portfolio, what market benchmarks investors are using, whether the surge in retail demand is here to stay or not, and much, much more!
TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll
Trey invites Patrick Carroll, the founder and CEO of Carroll, which is a multi-billion dollar real estate investment firm. Together they explore today’s real estate markets and much more!"
MI250: How to Find High Quality Companies w/ Braden Dennis
Rebecca chats with Braden Dennis. They discuss Braden’s investment process for finding great stocks, his 6-question framework for finding “high-quality businesses, and more!
BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt
Preston interviews Lyle Pratt about the ways he's using the Bitcoin Lightning Network to remove spam from social interactions and how it can scale across existing and future decentralized social media platforms.
MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Rebecca chats with Aswath Damodaran about the importance of having an investment philosophy and how to figure out what your investment philosophy is, the difference between having an investment philosophy and strategy, why Aswath believes it’s better to be a generalist than a specialist in one area of investing, what are value drivers and how to apply them in our valuation process, the 5 basic variables we need to value any business, how to convert these value drivers into a DCF or intrinsic value model, the most common mistakes investors make when valuing a company and how to avoid these, Aswath’s test on how to figure out if your growth rate is reasonable, what is the correct discount rate to use, why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach, how often we should revisit our valuations for companies, how do companies get on Aswath’s radar, and much, much more!
REI157: Getting Started in RV Park Investing w/ Matt Whitermore
Patrick talks with Matt Whitermore about his journey into real estate with a triplex house hack, his experience in multi-family investing, the advantages of RV parks and how he adds value to them, how the transition from corporate world to real estate entrepreneur has been, his use of technology in the acquisition process, and much more!
TIP515: The Little Book of Valuation by Aswath Damodaran
Clay reviews Aswath Damodaran’s book, The Little Book of Valuation. Learn Aswath’s two primary methods for valuing a company, the four most basic inputs to valuing a company & much more.
FTX, Bitcoin, & Unchained Capital w/ David Layton
Clay and David Layton discuss the FTX fallout, Bitcoin’s regulatory outlook, the importance of Bitcoin self-custody, why Unchained is a bitcoin-only company, and Unchained Capital’s services.
