Nov 1

TIVP106 (Video): Airbnb (ABNB): The Business Outgrew Its Peak, The Stock Hasn't w/ Kyle Grieve & Shawn O’Malley

In today's episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ... Show More

1h 26m

Oct 28

TIVP105 (Video): Shopify (SHOP): The Big Winner of Agentic Commerce? w/ Shawn O'Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke revisit Shopify (NASDAQ: SHOP) fifteen months after Shawn pitched it, called it one of the best businesses they’d ever studied, and recommended passing on the stock at around $80 per share. Since then, the stock has nearly doubled, gross merchand ... Show More

1h 19m

Oct 25

TIVP104 (Video): GE Aerospace: Chris Hohn’s Biggest Bet w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley follow up last year's TransDigm pitch with the biggest monopoly in aviation: GE Aerospace (NYSE: GE), the engine maker behind nearly three out of every four commercial flights in the world. With roughly 50,000 commercial and 30,000 military engin ... Show More

1h 14m

Nov 2022

TIP495: The Changing Composition of Money w/ Alfonso Peccatiello

IN THIS EPISODE, YOU'LL LEARN: 02:09 - Why Banks are at serious risk of losing deposits. 09:25 - Why the ECB is changing its tune on monetary policy. 17:01 - The recent Fed meeting. 39:46 - The underlying risk with pension funds using interest rate swaps. 58:44 - Expectations for ... Show More

1h 4m

Jul 2022

BTC088: FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:48 - Steven's quick lesson on the bond market. 07:17 - How should people think about the securitization of lending? 14:20 - How banks are dependent on credit duration on their balance sheet. 24:53 - Steven's opinions on what to expect from the FE ... Show More

1h 16m

Sep 2022

BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:22 - The numbers around federal interest expense and rising interest rates. 23:58 - Mike's thoughts on the broad money supply being the best way to measure inflation. 28:36 - A comparison between now and 2007. 34:51 - Explaining reverse repo in a ... Show More

1h 7m

Dec 2022

TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown

IN THIS EPISODE, YOU’LL LEARN: 05:56 - Indicators that Joe watches to forecast market moves. 13:19 - Why the Fed pivot might take much longer than many current estimates. 14:56 - How the Fed could use $2T in reverse repos to provide liquidity before needing to lower interest rate ... Show More

1 h

Oct 2022

BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:22 - What is happening between the United States and China with chip manufacturing? 04:55 - Is the FED being weaponized against Russia and China? 23:11 - What should people expect in the energy sector moving forward? 29:54 - Zoltan Pozsar's quote ... Show More

1h 23m

Aug 2022

BTC089: European Fragmentation Policy & Mounting Global Pressures w/ Alf Pecca (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool. 08:07 - Is Europe next for Yield Curve Control? 15:36 - What the CDS market is telling the world. 24:28 - Is Italy going to be the next Cyprus? 34:31 - Will the 10Y treasury make new ... Show More

1h 9m

Oct 2022

TIP486: Macro Investing w/ Cullen Roche

IN THIS EPISODE, YOU’LL LEARN: 01:22 - Why and how do we need to understand the macro environment when we invest 07:18 - Why we should think of the economy as we think of the human body 19:02 - Why the traditional buy-and-hold equity strategy is flawed 26:20 - Why a house we live ... Show More

1h 21m

May 2022

BTC078: Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: 01:42 - The FED's Soft Landing. 09:10 - The Luna Stable Coin melt-down. 23:20 - What's happening in the bond market? 49:26 - Whether the stock market is due for a correction or not. 53:56 - What's happening in China? 01:00:50 - Regulation coming out ... Show More

1h 32m

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 2023

Lessons Learned While Working at The Fed, Recession Predictions, And How to Win During Challenging Markets | Jake Schurmeier

<p dir="ltr">In this episode of the Millionaire Mindcast, Jake Schurmeier of Harbor Capital Advisors shares his perspective working on how Fed and Treasury work together and affects the economy, the things he learned working in Fed, recession predictions, dollar currency issue, a ... Show More

40m 10s

MI232: Understanding Quantitative Easing...