IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:46 - Why you might want to consider attending conferences.
06:36 - Why networking is important.
09:11 - What a real estate syndication is.
12:05 - How syndication investments impact your taxes.
19:56 - What a 1031 exchange is.
31:10 - How to think about asset allocation.
44:58 - The current market environment. ... Show More
Mar 8
TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More
1h 23m
Mar 1
TIVP061: Lyft Inc. (LYFT): The Key to Winning the AV Wars? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it’s always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and ... Show More
1h 22m
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
Oct 2022
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
IN THIS EPISODE, YOU’LL LEARN:
03:40 - Why Josh believes we are at an Entropic Apex in the current markets.
06:14 - His beliefs around peace through strength and why he backed billionaire Palmer Luckey’s new defense startup, Andruil.
27:06 - Why Stan Druckenmiller invested in ... Show More
1h 4m
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