IN THIS EPISODE, YOU’LL LEARN:
18:35 - How the Great Inflation of 1965-81 shaped Jim Grant’s views on our current predicament.
25:31 - How history shows us that human behavior around money has never really changed.
30:50 - Why it’s futile to forecast interest rates, but wise to know what’s happened in the past.
42:53 - How the Federal Reserve sparked ra ... Show More
Apr 16
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 48m
Apr 12
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value stra ... Show More
1h 37m
Apr 2023
MI Rewind: How to Beat Inflation w/ Joe Brown
Clay Finck and Joe Brown discuss inflation, the primary drivers of high inflation, how investors can best protect themselves, and more. Joe is the founder of Heresy Financial and is extremely knowledgeable when it comes to inflation.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
... Show More
56m 49s
Apr 2023
MI266: Banks on the Run: Insights into the Banking Crisis & the Future of Banking w/ Joseph Wang
Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics.
Joseph is the CIO at Monetary Macro, and pre ... Show More
52m 21s
Aug 2021
MI106: Don't Chase Money Managers & Stock Tips w/ Ben Felix
IN THIS EPISODE, YOU’LL LEARN:
3:13 - What a Roth IRA is and the contribution limits it has
15:38 - What an endowment fund is, who David Swensen was, and what an endowment model is
31:21 - Why chasing or copying money managers isn't a great strategy and why this typically do ... Show More
1h 21m
Mar 2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How To ... Show More
43m 10s