PODCAST EPISODES
Classic 22: Life and investing w/ Mohnish Pabrai
Preston and Stig chats with Mohnish Pabrai. They discuss what Mohnish has learned from his friendship with Charlie Munger, why and how Mohnish uses his checklist in stock investing, and how Mohnish Pabrai uses his investor mindset to give to charities with the highest possible return.
MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas
Rebecca Hotsko chats with Eric Balchunas. In this episode they discuss all things ETFs, including how the ETF space has evolved over the last year, why passive indexing is sometimes viewed as “weak hands” or “dumb money”, the passive index bubble debate, how index funds affect the underlying companies’ stock prices, Eric’s thoughts on Cath Wood’s criticisms of ETFs calling them a “misallocation of capital”, is now the worst time to be a passive index investor, what single-stock ETFs are, what investors should know about these products, are inverse ETFs a good way to bet against the market, the risks of using leveraged ETFs and why they may not perform as you expect, and so much more!
BTC105: It’s Bitcoin Not Crypto w/ Cory Klippsten
Cory Klippsten joins Preston for a conversation about how "Crypto" is not Bitcoin despite Silicon Valley Venture Capitalists trying to conflate the two as being equal.
MI236: Bond Investing 101 w/ Brian Martucci
Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss bond investing for beginners, the benefits of including bonds into a portfolio, the risks associated with these investments including: interest rate risk, inflation risk, credit risk, liquidity risk, the term structure, and why a normal yield curve is upward sloping, the different types of bonds investors can buy, where investors can purchase different types of bonds, what I Savings Bonds are and the benefits they offer in this environment, what preferred shares are, and examples of different types of preferred shares, and so much more!
TIP497: Lessons from Billionaire Howard Marks
Clay studies the work of Howard Marks and shares his biggest takeaways from reading his book, The Most Important Thing.
REI149: 203K Loans w/ Matt Porcaro
Robert Leonard talks with Matt Porcaro about all things 203K loan — what they are and how to use them to invest in real estate.
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
Stig speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns four individual stocks, and in this episode, he outlines the newest addition to his portfolio. Hari’s pick is unloved by the market and has declined by more than 70% YTD and Tobias pitches a stock with strong downside protection in uncertain times.
MI Rewind: Biggest Lessons of Entrepreneurship w/ Jason Saltzman
Clay Finck chats with Jason Saltzman about what led Jason to pursue a career in entrepreneurship, the biggest lessons he learned in working with over 20 start-ups over his life, some of the challenges he encountered along the way and how he found a way to persevere through them, how he ended up transitioning to the consumer debt space, what tips he has for millennials to prevent debt from becoming too big of a problem, and much, much more!
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
Trey welcomes back Alfonso Peccatiello. Alf is the former head of a $20 Billion Investment Portfolio and is now the author of The Macro Compass. They got into the weeds on some very technical topics like interest rate swaps, TLTRO loans, pricing in inflation and other tools and metrics Alf uses.
BTC104: The US FED & Treasury Need Bitcoin w/ Luke Mikic
Preston Pysh interviews Bitcoin expert and journalist, Luke Mikic, on how the US government could potentially use Bitcoin to back its currency.
