Trey Lockerbie sits down with Ph.D. economist, author and fund manager, Daniel Lacalle to get his forecast for 2022.
IN THIS EPISODE, YOU'LL LEARN:
01:29 - The ongoing developments from Omicron.
08:58 - Which industries are most at risk.
10:19 - Differences between the US and the Eurozone on many fronts.
13:06 - The recent announcements from the US Fed. ... Show More
Mar 22
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ... Show More
1h 4m
Mar 20
TIP800: Navigating an AI-Driven Market w/ François Rochon
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - ... Show More
1h 14m
Mar 15
TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, an ... Show More
1h 5m
Sep 2023
MI293: Hacking Marketing & Growth w/ Cody Schneider
Robert Leonard chats with Cody Schneider about all things digital marketing and online business.
Cody Schneider has held various Head of Growth roles at startups, helping them scale rapidly, and has now founded two successful SaaS businesses, SwellAI and Drafthorse AI.
IN THIS E ... Show More
52m 7s
Aug 2023
MI283: Simple Ways to Supercharge Your Money & Investments w/ Chris Pedersen & Paul Merriman
Robert Leonard chats with Chris Pedersen, who is an engineer by training, and new opportunity finder by nature & Paul Merriman, who is a nationally recognized authority on mutual funds, index investing, and asset allocation. They talk about how young investors should be thinking ... Show More
1h 6m