PODCAST EPISODES
MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
Robert Leonard and Clay Finck chat with Simon Erickson about Reddit and the Wall Street Bet’s movement, what is happening in China with the crackdown on tech companies, what is happening in the semiconductor industry and why it’s important, the space economy, Affirm’s business model and competitive advantages, and much, much more!
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
Trey brings back economist and author James Rickards. They chat about Jim’s insights into macroeconomics, geopolitics, currencies, and his new book titled, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy."
MI248: Inflation is Here to Stay w/ Tavi Costa
Rebecca Hotsko chats with Tavi Costa about why he thinks the era of easy money is over and value investing is coming back, why he believes we are in a new commodity bull cycle, which commodities he thinks provide the best long term investment opportunities going forward, his thoughts and outlook on the mining, energy, uranium, and agricultural sectors, the reasons behind why Tavi is most bullish on the mining sector, his thoughts on the energy sector and if it will continue to have a third strong year, why he thinks inflation is here to stay and the four pillars of inflation driving this thesis, his checklist for finding great investments in the commodity sectors, his thoughts on the uranium sector, and much, much more!
Tavi Costa is a partner and portfolio manager at Crescat Capital. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish.
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross
This is the 1st Quarter Bitcoin/Macro Mastermind discussion for 2023 with Preston Pysh, Jeff Ross, Steven McClurg, and Joe Carlasare. The group covers the numerous digital asset exchange collapses, broader treasury markets, inflation, stocks, China, and more.
MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi
Rebecca Hotsko chats with Mark Boyer and Jason Jacobi. In this episode, they discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, Time tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review in terms of their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!
TIP513: Warren Buffett’s Money Mind
Clay dives into many of the unknown aspects of Warren Buffett’s career ranging from his father’s Libertarian influences all the way to Marcus Aurelius’s stoic philosophies and how they impacted Warren’s investment strategies.
REI156: Creative Strategies Outside the Box w/ Casey Mericle
Patrick Donley talks with Casey Mericle about some of the creative strategies he likes to use to negotiate creative deal structurings for adding value in middle market properties.
MI Rewind: Impact Investing & Partnerships w/ Zachary Conway & Adrian Grenier
Robert Leonard chats with Zachary Conway & Adrian Grenier about their partnership between Seeds and DuContra Ventures, what impact investing is and why it’s important, what Ducontra looks for in companies wanting to raise capital, how Zach and Adrian ensure their goals are aligned, and much, much more!
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
Trey discusses his top takeaways from some of his conversations from 2022. He’ll also be sharing soundbites from the interviews to allow the guest to showcase their perspectives in their own words.
MI246: Are The FANG Stocks Dead? w/ Lance Roberts
Rebecca Hotsko chats with Lance Roberts. In this episode, they discuss why the valuation gap between value and growth is wider than ever, why Lance doesn’t think the FANG stocks are dead, how the rise in flows into passive indexing impacts the FANG stocks performance, Lance’s current assessment of the market and his outlook into 2023, how Lance is positioning his investments heading into 2023, his 7 rules to navigate investing in a bear market, the decomposition of returns in the S&P 500, the increasing importance of share buybacks in driving returns, the pros and cons of share buybacks vs dividends for shareholders, and much, much more!
