IN THIS EPISODE, YOU’LL LEARN:
01:45 - Trends David is seeing in the real estate market.
06:58 - Why today’s real estate market is much stronger than it was in 2008.
08:52 - How higher rates will affect the banking industry as a whole.
12:51 - The impact institutional investors are having on the real estate market.
21:27 - Best practices to ensure you ... Show More
Jan 18
TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More
1h 12m
Jan 12
TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More
1h 32m
Jan 4
TIVP053: Exor NV (EXO): Too Good To Be True? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat’s founder, but now poses a compelling arbitrage opportunity, with Exor’s stock trading at nearly a 60% discount to its net asset ... Show More
1h 12m
Nov 2023
TIP588: Lucrative Opportunities in Private Credit w/ Nelson Chu
On today’s episode, Clay is joined by Nelson Chu to do a deep dive on private credit.
Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was ... Show More
52m 15s
Apr 2024
TIP624: Studying Financial History w/ Clay Finck
On today’s episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff.
As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today’s episode will ... Show More
53m 56s
Sep 2022
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
IN THIS EPISODE, YOU’LL LEARN:
01:53 - How and when to apply metrics like P/E, P/GM and P/S depending on a company's stage in its lifecycle
12:17 - Brian’s most important attribute when valuing a company
15:22 - The difference between real moats and fake moats
27:51 - When to ... Show More
57m 11s
Aug 2022
BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
IN THIS EPISODE, YOU’LL LEARN:
00:43 - Eurodollar features.
06:29 - Is the inversion in the yield curve going to keep persisting, does it matter?
08:56 - What going on in China right now?
08:56 - What's the impact on the real estate markets moving forward?
10:35 - US Dollar ... Show More
55m 18s
Mar 2023
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more.
Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especiall ... Show More
1h 22m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.
Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More
1h 6m