TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein| Listen on Anghami

Apr 19

TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck

On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation ... Show More

1h 25m

Apr 16

TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More

1h 48m

Apr 12

RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan

In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value stra ... Show More

1h 37m

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

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

May 2023

MI270: How to Improve a 100% Stock Portfolio Using Return Stacking w/ Corey Hoffstein

Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more! Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quanti ... Show More

51m 20s

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

Mar 2023

REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro

Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an a ... Show More

1h 12m

Aug 2019

MI001: A Guide to Getting Started Investing with Stig Brodersen (Investing Podcast)

On today’s show, I talk with Stig Brodersen. Stig is Co-Founder and Co-Host of We Study Billionaires by The Investor’s Podcast Network, a best-selling author, and a former college professor. He has successfully grown We Study Billionaires to the #1 stock investing podcast in the ... Show More

53m 11s

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

Oct 2022

MI231: Bubble: 3.0 History’s Biggest Bubble w/ David Hay

IN THIS EPISODE, YOU’LL LEARN: 03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point? 05:57 - Why the Fed’s use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors ... Show More

1h 2m

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

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

TIP518: The "Buy" List for 2023 w/ Eddy ...