logo
episode-header-image
Mar 2023
43m 10s

MI Rewind: Weathering Inflation with Com...

The Investor's Podcast Network
About this episode
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 Tony views the current market landscape and what investors can do to benefit. ... Show More
Up next
Jul 26
TIVP086 (Video): Perimeter Solutions (PRM): A Niche Monopoly, One Acquisition at a Time w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ... Show More
1h 16m
Jul 22
TIVP085 (Video): Fairfax Financial (FFO.TO): The Berkshire Of The North w/ Kyle Grieve and Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ... Show More
1h 7m
Jul 19
TIVP084 (Video): Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke & Shawn O'Malley
Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They di ... Show More
1h 28m
Recommended Episodes
May 2022
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
tail spinning
53m 42s
Dec 2022
TIP501: Investing During an Inflationary Environment
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 inves ... Show More
52m 49s
Jan 2023
TIP512: Top Takeaways from 2022 w/ Trey Lockerbie
IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should consi ... Show More
1h 12m
Jul 2021
TIP358: Inflation Hedging with Farmland w/ Carter Malloy
On today’s show, Stig Brodersen speaks with the CEO of AcreTrader Carter Malloy about Farmland investing. With rising inflation and Bill Gates being America’s top farmland owner with a $690 million investment, we want to understand the nuts and bolts of the $9 Trillion asset clas ... Show More
51m 11s
Oct 2021
TIP387: Precious Metals Masterclass w/ Tavi Costa
Trey Lockerbie sits down with Tavi Costa to get his take on the macro environment and how he believes precious metals will outperform in the near term. Tavi is a partner and portfolio manager at Crescat Capital and is Trey's favorite resource when it comes to precious metal resea ... Show More
1h 1m
Jun 2022
TIP454: Current Market Conditions w/ Tobias Carlisle
IN THIS EPISODE, YOU'LL LEARN: 01:12 - Why Tobias Carlisle rang the bell on the NYSE. 05:01 - Why the stock market still looks expensive. 12:20 - Why the stock market is moving the way it does. 17:27 - How to invest in a world with higher interest rates. 27:21 - How deep value pe ... Show More
1h 13m
Aug 2024
#222: Macroeconomics and Investing with Mike Singleton
<p>Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.</p><p>Tune in to hear Singleton’s take on inflation, sky-high valuations, and ... Show More
50m 3s
Oct 2023
From Market Instability to Media Influence: A Comprehensive Analysis with Herb Greenberg
<p>Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing mark ... Show More
45m 44s
Sep 2022
Guest Episode: Fresh Invest's Finding Financial Confidence
Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), host Alex Lieberman talks about what this current climate means in the long term for beginner and seasoned investors alike, with Fide ... Show More
30m 12s