logo
episode-header-image
Jan 2023
1h 5m

TIP514: Permanent Supply Chain Disruptio...

The Investor's Podcast Network
About this episode
IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:31 - How Inflation has been winning the tug of war with Deflation, but not for long. 23:58 - The importance of the velocity of money. 29:12 - How supply chains have evolved and who we’ve ended up where we are.  55:18 - How China’s power has peaked. 57:26 - The need for sound money. And much, much more! Disclai ... Show More
Up next
Today
TIP771: Money Masters Of Our Time w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to surviv ... Show More
1h 10m
Nov 21
TIP770: Mastering the Markets w/ Andrew Brenton
On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital.  Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in ... Show More
56m 54s
Nov 19
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottle ... Show More
1h 2m
Recommended Episodes
Nov 2022
MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing ( ... Show More
1h 8m
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are som ... Show More
1h 3m
Oct 2022
REI142: Real Estate Syndications w/ Dan Handford
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. 31:1 ... Show More
52m 33s
May 2023
MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider
Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ... Show More
50m 34s
Apr 2023
MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more! Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. IN THIS EPISODE, YO ... Show More
55m 8s
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
Oct 2022
MI Rewind: Investing Is Your Superpower w/ Shinobu Hindert
IN THIS EPISODE, YOU’LL LEARN: 03:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor? 05:51 - What made Shinobu want to write another book about money and what guided her to make it different than the rest? ... Show More
39m 13s
Dec 2022
MI Rewind: Long-Term Investing w/ Connor O’Brien
IN THIS EPISODE, YOU’LL LEARN: 01:53 - What it’s like working with Kevin O’Leary, aka - Mr. Wonderful. 26:02 - Connor’s thoughts on what’s to come in the market for 2022. 30:34 - The trends Connor is seeing in the FinTech space. 35:23 - What a sensible asset allocation looks ... Show More
52m 56s
Apr 2022
MI163: Macro Market Overview w/ Darius Dale
IN THIS EPISODE, YOU’LL LEARN:   04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets. 07:39 - Why the market expects inflation to come down in the near term. 11:43 - What a “Fed Put” is. 21:51 - Why the Federal Reserve raised interest rates we ... Show More
43m 13s
Sep 2022
MI225: Studying Superinvestors w/ David Rubenstein
IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms.  06:51 - What markets and sectors David thinks are most attractive to invest in right now.  18:05 - David’s greatest learnings from studyin ... Show More
44m 37s