PODCAST EPISODES
MI245: A Year in Review w/ Rebecca Hotsko
In this episode, Rebecca pulls together clips from some of her favorite interviews over the course of 2022 and shares the biggest lessons and take-aways from these guests, along with some practical take-aways of how to apply this to your own strategy going forward.
TIP511: How to Pick Stocks like Peter Lynch
Clay reviews Peter Lynch’s best-selling book, One Up on Wall Street. Peter Lynch is known for managing the Fidelity Magellan Fund which achieved an average annual return of 29.2% per year from 1977 through 1990.
REI155: Building a Boutique Property Empire w/ Moses Kagan
Robert Leonard talks with Moses Kagan about his thoughts on higher education, how he’s implemented some of his learnings from Warren Buffett into his company, and why everyone should read his shareholder letters, some of the mishaps in his first real estate deal, his experience in the 2008 downturn, and explanations on where we are in the real estate cycle.
TIP510: Money and Happiness w/ Stig Brodersen and William Green
Stig talks with co-host William, the author of “Richer, Wiser, Happier.” They explore what they learned from the world’s best investors about living happier lives.
MI Rewind: Don’t Ruin Your Financial Future Just For College w/ Barbara Ginty
On today’s show, Robert Leonard chats with Barbara Ginty about how the US ended up in the current student loan crisis it’s in, how she sees the trend of people foregoing college and choosing more unconventional education, what the best strategies and tips are to pay off student debt, and much, much more!
TIP509: Value Analysis of Warner Brothers Discovery, Lithia Motors and Meta w/ Bill Nygren & Alex Fitch
Trey welcomes back Bill Nygren & Alex Fitch. They analyze a couple of seemingly undervalued companies, and they also touch on how Oakmark's thesis on Meta has played out.
BTC110: Japanese Credit Markets, Bitcoin, & Nostr w/ James Lavish
Preston Pysh interviews James Lavish about the global Macro situation happening in Japan, the US FED running a deferred asset program with the US Treasury, and whether the EU can get inflation under control.
MI244: Mastering Factor Investing w/ Wes Crill
Rebecca Hotsko chats with Wes Crill. In this episode, they discuss how to improve your expected returns through investing in factors, how to think about constructing a well built portfolio using factor ETFs, the differences between single factor vs multi factor exposure ETFs, which combination of factors are expected to produce the highest returns, understanding the tradeoff between expected return and diversification when adding additional factors, a framework to help you evaluate if an investment belongs in your portfolio, the difference between expected and unexpected inflation and are there any assets that hedge against the unexpected, what typically happens to stocks of companies that grow to be the largest in the market, and much, much more!
TIP508: Berkshire’s Purchase of TSM & Meta “Doomsday” Analysis
Clay dives into Warren Buffett’s recent purchase of Taiwan Semiconductor Manufacturing, the critical role semiconductors play in our overall economy, and why Intel and Meta may be undervalued.
REI154: Carwashes are Cash Cows w/ Dan Handford
Robert Leonard talks with Dan Handford about how the current interest rate and tightening financing environments are impacting the real estate industry, how this new environment has changed his acquisition strategy, what assets will be most stable in a downturn, how to do proper due diligence on a syndicator, what markets he is focused on, what trends he foresees for 2023, and much, much more.
