PODCAST EPISODES
MI189: Portfolio Allocation & Ray Dalio’s All Weather Portfolio (Mini-Episode)
Clay Finck talks about how Ray Dalio’s thesis on the long-term debt cycle has influenced his decision-making around building a balanced portfolio.
MI Rewind: Traditional Stock Market Investing Isn’t Dead w/ Braden Dennis
Robert Leonard chats with Braden Dennis about the differences between the Canadian stock market and the US stock market, how to invest internationally, what the CAPE ratio is and why it’s important, and much, much more.
TIP461: The Next Investing Revolution w/ Jim O’Shaughnessy
Trey's guest today is investing pioneer, quant legend and author of popular classic “What Works on Wall Street", Jim O’Shaughnessy. They discuss a wide variety of topics like the 4 horsemen of the investing apocalypse, How Jim built OSAM and why he decided to ultimately sell and much more!
MI188: Q3 2022 Macro Market Overview w/ Joe Brown
Clay Finck chats with Joe Brown about the current macro environment, what a strong dollar means for the global economy, why Joe believes there’s potentially a commodity supercycle in the works, how gold reacts to the Fed’s monetary policy, why he includes gold miners and gold royalties in his portfolio, and a whole lot more!
BTC084: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish
Preston Pysh talks with James Lavish about all the major macro trends in the world including the Japanese yield curve control, the potential housing bubble, energy markets, Bitcoin, and more.
MI187: Thriving in an Inflationary Environment w/ Derrick Kinney
Clay Finck chats with Derrick Kinney about weathering through inflationary times, how you can cut expenses without cutting into your joy, ways in which you can increase your income, how Derrick views the current market and the emerging trends he is watching, why he takes an annual sabbatical, and much more!
Classic 18: Made in America
Learn the key insights that Sam Walton provides into how he was able to build his small five-and-dime into the billion dollar global retail chain it is today.
REI128: Buying Shares in Houses w/ Ryan Frazier and Cameron Wu
Robert talks with Ryan Frazier and Cameron Wu about their new model of real estate investing — house IPOs and buying shares in individual houses through single-family rentals.
TIP460: Investing the Sir John Templeton Way w/ Lauren Templeton
Trey chats with very special guest, Lauren Templeton. Lauren is the founder and President of Templeton & Phillips Capital Management. Lauren’s great uncle was Sir John Templeton, one of the best stock pickers of all time and she has based her own approach using the influence of his philosophies and strategies.
MI186: Ray Dalio’s Long-Term Debt Cycle (Mini-Episode)
Clay Finck chats about Ray Dalio’s thesis on the long-term debt cycle, why it’s important, and how investors can protect themselves during this macroeconomic environment.
