logo
episode-header-image
Sep 2022
1h 7m

Classic 21: Inflation or Deflation w/ Je...

The Investor's Podcast Network
About this episode
tail spinning
Up next
Yesterday
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ... Show More
1h 20m
Jun 4
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is th ... Show More
1h 13m
May 31
TIP819: Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze LIFCO, one of the world's leading industrial serial acquirers operating through three distinct divisions spanning dental supplies, demolition equipment, and niche systems solutions across Europe. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intr ... Show More
1h 22m
Recommended Episodes
Oct 2021
MI Rewind: Invest Better Using Focus and Minimalism w/ Greg McKeown
IN THIS EPISODE, YOU’LL LEARN: 5:35 - What it means to follow Essentialism. 11:03 - Why do you feel like you aren’t succeeding? 24:35 - When you need to practice saying no. 29:37 - How can you be a better and more focused investor? And much, much more! *Disclaimer: Slight timesta ... Show More
42m 22s
Mar 2023
MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth
Jeff Booth and Clay Finck chat about inflation and deflation, why inflation isn’t necessarily good for a healthy and thriving economy, and more. Jeff is the author of The Price of Tomorrow: Why Deflation is Key to an Abundant Future. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 0 ... Show More
46m 38s
May 2021
MI092: Take Control of Your Financial Future w/ Brennan Schlagbaum
BOOKS AND RESOURCES Get more FREE content from Robert Get a FREE audiobook from Audible Listen here for Erin Lowry’s episode on how to talk about money Erin Lowry’s book Broke Millennial Talks Money Rick Ferri’s book The Power of Passive Investing All of Robert’s favorite books S ... Show More
45m 32s
Dec 2022
MI Rewind: Long-Term Investing w/ Connor O’Brien
IN THIS EPISODE, YOU’LL LEARN: 01:53 - What it’s like working with Kevin O’Leary, aka - Mr. Wonderful. 26:02 - Connor’s thoughts on what’s to come in the market for 2022. 30:34 - The trends Connor is seeing in the FinTech space. 35:23 - What a sensible asset allocation looks like ... Show More
52m 56s
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples. 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward. 25:46 - What Lance thinks are some catal ... Show More
1h 3m
Oct 2022
MI Rewind: Investing Is Your Superpower w/ Shinobu Hindert
IN THIS EPISODE, YOU’LL LEARN: 03:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor? 05:51 - What made Shinobu want to write another book about money and what guided her to make it different than the rest? 08: ... Show More
39m 13s
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN: 01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate. 01:30 - What unconventional monetary policy is and why central banks use these tools. 09:26 - What is quantitative easing (QE) and ... Show More
1h 8m
Sep 2022
MI Rewind: Investing Like Warren Buffett w/ Jake Taylor
IN THIS EPISODE, YOU’LL LEARN: 00:37 - How encountering Warren Buffett changed Jake’s life. 09:36 - Jake’s motivation for writing The Rebel Allocator. 27:19 - How Jake is positioning his portfolio in these expensive market conditions. 29:42 - Why Berkshire Hathaway’s recent under ... Show More
1h 2m
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 0 ... Show More
56m 49s
Oct 2022
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle
IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate di ... Show More
52m 1s