Podcast2023-02-01T08:26:20-05:00

THE INVESTOR’S PODCAST NETWORK

PODCAST EPISODES

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

Trey invites Will Thomson to chat about Will's take on investing in real and hard assets in the current climate.

MI241: The Acquirer’s Multiple Strategy w/ Tobias Carlisle

Rebecca Hotsko chats with Tobias Carlisle. In this episode, they discuss Warren Buffett’s strategy of “buying down wonderful companies at a fair price”(aka the Magic Formula), and how it has performed relative to the market, what the Acquirer's Multiple Investing strategy is, and how it has actually performed better than the Magic Formula, why enterprise value is more useful than market cap to value stocks, how mean reversion works, what companies and financial metrics typically exhibit mean reversion, the benefits of the Acquirer's multiple strategy vs Warren Buffett value investing strategy, how to implement this strategy and use the Acquirer's multiple stock screener, and so much more!

TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat

Trey invites Darin Soat to chat. Darin is the Director of Content at Linqto, which is a platform that lets accredited investors purchase equity in private companies like Ripple, Kraken, Whoop, Just, and others.

MI240: What to Expect from the Fed w/ Danielle DiMartino Booth

Rebecca Hotsko chats with Danielle DiMartino Booth. In this episode, they discuss how many more rate hikes Danielle expects from the Federal Reserve, her thoughts on if we will see sustained higher interest rates and inflation for longer, will the Fed step in to save markets if things get worse, does the Fed Put still exist, or is the Fed trying to break the put, Danielle’s outlook for the stock market, her advice on how to invest during this time, the biggest challenges she thinks Millennials face in today’s investing climate, an update on the housing sector, what’s going on in the auto sector, why are central banks accumulating record amounts of gold in Q3 2022, and so much more!

BTC107: The Real Impact of the IMF & World Bank w/ Alex Gladstein & Sam Callahan

Today, Preston Pysh is joined by Sam Callahan and Bitcoin activist and author, Alex Gladstein. Alex has recently conducted extensive research on the impact of the IMF and World Bank and how Bitcoin may resolve many of unintended consequences of their destructive global policies.

MI239: Deep Dive into Apple and Google Stocks w/ Logan Kane

Rebecca Hotsko chats with Logan Kane. In this episode they discuss why Logan went from being a value investor to more of a quantitative investor, what his quantitative investing strategy looks like and the pros of using a quant strategy, what the “Kelly Criterion” is and how it can be used to manage risk. Logan’s current outlook of the stock market and his price target for the end of 2023, what his long term outlook for the US market is, his analysis of Apple stock and why Logan put a sell rating on Apple, his valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy at current prices, his thoughts on Meta and Amazon at today’s valuations, what’s happening with Bitcoin, where he sees it going in the near term and over the long term, his preferred way to invest in Bitcoin, and much, much more!
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