MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay| Listen on Anghami

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TIVP064: Kelly Partners Group: The Constellation Software of Accounting? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Kelly Partners — a fast-growing Australian chartered accounting network with over 25,000 SME clients and founder Brett Kelly's relentless ambition to build Australia's first global accounting firm. Join Daniel and Shawn as t ... Show More

1h 17m

Mar 15

TIVP063: Figma Inc. (FIG): Recovering From An 80% Post-IPO Decline w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you’ll learn how Figma burst onto the scene after thr ... Show More

1h 12m

Mar 8

TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and ... Show More

1h 23m

Jun 2024

TIP639: Buffett's Favorite Business Book w/ David Fagan

On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure. Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More

1h 6m

Aug 2023

TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein

Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ... Show More

1h 12m

Feb 2023

TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt

Trey speaks with accomplished real estate entrepreneur, Michael Sonnenfeldt, about his experiences and takeaways from his private club, Tiger 21, as well as his early life achievements and other topics. Michael is also the author of the book, "Think Bigger: And 39 Other Winning S ... Show More

1h 9m

Oct 2023

TIP579: Big Mistakes by Michael Batnick

On today’s episode, Clay Finck reviews Michael Batnick’s book, Big Mistakes: The Best Investors and Their Worst Investments. One of the best ways to become a better investor is to learn from our own mistakes. The second best (and less costly) way is to study the mistakes of othe ... Show More

59m 24s

Sep 2022

TIP478: Market Cycle Masterclass w/ David Stein

IN THIS EPISODE, YOU’LL LEARN: 01:10 - Why we have cycles. 02:11 - What the credit cycle is. 09:16 - How are cycles interrelated. 11:53 - Where we are in the real estate cycle. 17:55 - Where we are right now in the cycle. 25:35 - How adjusting risk to your portfolio depends ... Show More

1h 10m

Feb 2023

TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood

Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia. Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s marke ... Show More

1h 9m

Feb 2023

TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik

Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ... Show More

56m 33s

Dec 2022

TIP499: Investing Through A Bear Market w/ David Gardner

IN THIS EPISODE YOU’LL LEARN: 02:42 - David’s take on the current bear market and how to keep calm. 09:14 - Assessments of Netflix. 19:02 - The new era of Amazon. 31:26 - Assessments of Meta. 36:31 - Assessments of Apple 42:56 - Assessments of Hershey. 58:59 - How David an ... Show More

1h 15m

Jan 2023

TIP513: Warren Buffett's Money Mind

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:54 - What it means to have a “Money Mind”. 10:08 - How Warren's father’s Libertarian viewpoints rubbed off on Warren’s business mind. 24:29 - How Buffett continued to evolve as an investor as the investment landscape changed. 29:24 - ... Show More

48m 53s

Jan 2023

TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

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 p ... Show More

1h 5m

MI255 Navigating Bubble 3.0: Is This Tim...