My guest today is Paul Enright, managing partner at Krainos Capital, his family office. Before running his own family office, Paul worked on the buy-side at Viking Global for over a decade managing their consumer and technology portfolios and before that at Morgan Stanley on the sell-side.
I thought Paul would be the perfect person to help me demystify the ... Show More
Jun 27
Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Charlie Songhurst is a brilliant strategist, accomplished executive, and prolific angel investor. This episode is ... Show More
1h 8m
Jan 2025
TIP692: Reading the Signals: How To Identify Winning Investments w/ Andrew Martin
In today's episode, Kyle Grieve chats with Andrew Martin about how he utilized his PhD in investing, the typical traits Andrew looks for in great investments, valuable physics-related mental models to improve your thinking processes, why Andrew is attracted to smallcap stocks, ho ... Show More
1h 12m
Aug 2024
MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psycholo ... Show More
1h 1m
Aug 2024
TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee
On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why ... Show More
1h 6m
Oct 2021
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ... Show More
1h 23m
Sep 2024
TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the si ... Show More
1h 10m
Apr 11
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]
My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the ... Show More
1h 10m
Nov 2020
SI115: Open trade Equity vs Realized Profits and Value vs Growth ft. Rob and Moritz
Rob Carver returns to the show today to discuss the relevance of open trade equity compared to closed trade equity, the reported return of value’s reign over growth stocks, combining Trend Following portfolios with other strategies, the important of using significant sample sizes ... Show More
1h 27m
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m