IN THIS EPISODE, YOU’LL LEARN:
04:38 - Sahil's thoughts on curating content online.
10:45 - Why Sahil has gotten interested in Macro and sound money.
17:13 - What is the Cantillon Effect and why is it important?
17:13 - Sahil's thoughts on how a person can use this macro concept for investing.
30:10 - Portfolio construction in today's environment.
30:1 ... Show More
Nov 8
TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O’Malley return to Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. The “Amazon of Latin America” just reported its 31st consecutive quarter of revenue growth above 30%, a streak no company of its size has ever matched, with reven ... Show More
1h 4m
Nov 1
TIP857: S&P Global, Novo, Deckers Brands w/ Stig Brodersen, Tobias Carlisle, & Hari Ramachandra
In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ... Show More
1h 27m
Feb 2021
33. Stock-to-flow: a deeper look
<p>In this seminar, we look closely at the concept of stock-to-flow, comparing it across bitcoin, gold, silver, other metals, and altcoins. We go over the data from The Bitcoin Standard, and look at more recent numbers for silver, and explain why attempts to monetize silver and p ... Show More
1h 6m
Apr 2025
This Book Changed How I Think About Time - with author Sahil Bloom
This week, Sim sits down with Sahil Bloom to explore the five types of wealth beyond just money—time, social, mental, physical, and financial. From leaving a high-paying private equity job to redefining what it means to live a rich life, Sahil shares actionable insights on buildi ... Show More
34m 40s
Feb 2025
My 42 Rules Of Money | Ep 816
Wanna scale your business? Click here. Welcome to The Game w/ Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you’ll hear how to get more customers, make more profit per customer, how to keep them ... Show More
37m 2s