Today
TIP846: Stock Picker: How to Live Off Your Portfolio w/ Ian Cassel
In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ... Show More
1h 15m
Sep 6
TIP844: Uber (UBER): The Autonomy Referendum — Is Mr. Market Completely Wrong? w/ Daniel Mahncke & Shawn O’Malley
Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More
1h 6m
Oct 2024
CWL064: Cathie Wood & Yoni Assia Talk AI, Tesla & Retail Investors
In this engaging conversation, Sam hosts Cathie Wood, CEO of ARK Invest, and Yoni Assia, CEO of eToro, as they explore the realms of innovation, disruptive technologies, and the evolving landscape of investing. Cathie shares her journey in the investment world, the philosophy beh ... Show More
52m 22s
May 2023
Night School, Class 5: How to read the markets
<p>On the final episode of BTM Night School, we're talking markets: from stocks to bonds to commodities. We're joined by the FT's Markets editor Katie Martin and Ethan Wu, a member of the FT’s Wall Street team. Katie and Ethan unpack why last year was terrible for stocks, what bo ... Show More
18m 55s
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s
May 2022
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they ... Show More
1h 41m
Jun 2022
Tech Check-In: Cathie Wood & Eric Schmidt 6/28/22
<p>As investors come to terms with a recession and the tech markets weather a downturn, we turn to legendary tech voices Cathie Wood and Eric Schmidt for guidance. Cathie Wood, founder of Ark Invest and a famous innovation bull, shares lessons from last year’s profits and losses. ... Show More
27m 7s
IN THIS EPISODE, YOU’LL LEARN:
06:22 - The recent bids on CDS through Credit Suisse, Deutsche Bank and others.
15:09 - Why Cathie recently stepped down as portfolio manager for 2 of ARKs ETFs.
23:30 - Cathie’s belief that we will experience a deflationary surprise, which could reverse the FED’s current plan of action.
26:33 - Cathie’s thoughts on energy, ... Show More
<p>(0:00) Introducing Cathie Wood</p> <p>(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more</p> <p>(9:23) Cathie's bull case for Bitcoin $1M</p> <p>(11:38) Opening up access to innovation for retail</p> <p>(14:32) Cathie explains Ark's st ... Show More
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/cathiedwood">Cathie Wood</a> is the CEO & CIO @ <a href="https://ark-invest.com/">ARK Invest</a>, focusing solely on disruptive innovation, primarily in the public equity markets. ARK has become renowned for opening up ... Show More
