IN THIS EPISODE YOU’LL LEARN:
01:24 - What are the primary drivers of inflation in 2022.
08:34 - How different asset classes perform during inflationary time periods.
21:45 - Why gold and cash flowing real estate can give good inflation protection.
25:36 - Why TIPS can help investors hedge against inflation.
36:39 - Warren Buffett’s advice on hedging in ... Show More
Mar 29
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-w ... Show More
1h 5m
Mar 27
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, a ... Show More
1h 4m
Mar 22
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ... Show More
1h 4m
Mar 2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How To ... Show More
43m 10s
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
... Show More
56m 49s