Oct 27

Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More

1 h

Oct 20

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More

57m 29s

Oct 13

David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More

1h 11m

Nov 2021

TIP393: Fundamentals for Private Deals W/ Brent Beshore

Trey Lockerbie explores capital allocation in private markets with the CEO of Permanent Equity, Brent Beshore. Brent started out as an entrepreneur and through his own M&A strategies has now found himself purchasing small to midsize companies with the intention of holding forever ... Show More

59m 22s

Dec 2020

BTC006: Bitcoin & the Macro Backdrop - w/ Brent Johnson from Santiago Capital (Bitcoin Podcast)

IN THIS EPISODE, YOU'LL LEARN: How Brent views the macro landscape Brents opinions on different "pools" of money in the greater economy Why scare assets are going to continue to dominate the investing landscape How to think about position size Brent's risks for Bitcoin How much B ... Show More

1h 2m

Feb 2024

MI325: Tech, Stocks, and Entrepreneurship w/ Braden Dennis

Kyle Grieve chats with Braden Dennis about his entrepreneurial history and how it impacted his stock investing, how his background in engineering has helped him solve problems, why he created FinChat and where he sees it going in the future, his investing philosophy, the future o ... Show More

52m 27s

Nov 2024

TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton

On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an aver ... Show More

1h 3m

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 like ... Show More

52m 56s

May 2023

#55: Ben Hunt On The Big ’Bust Out’

My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few years ago and if you are not familiar with his work, I encourage you to go listen to that episode in which he discusses his background and the ... Show More

1h 6m

Jul 2022

Ep. 1092: Ben Hunt Interview with Michael Covel on Trend Following Radio

<p>My guest today is Ben Hunt. Ben spent a decade in academia as a Political Science professor at New York University before starting a couple of his own software companies, which he later sold. Ben then decided to conquer financial markets, serving as the Chief Risk Officer and ... Show More

47m 9s

Apr 2020

#61 - How to Buy, Manage and Grow Cash-Flow Positive Businesses + Corona Virus Impact on the Economy

Sam (@thesamparr) and Shaan (@shaanvp) speak to Brent Beshore (@BrentBeshore) today about how he plans to invest $250M in cash-flow positive businesses, how much corona virus will impact the economy and explains why he'd only start non-tech businesses in today's climate. Brent is ... Show More

1h 5m

Mar 2024

Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More

1h 1m

Jan 2022

Forecasting the Future of Tech with Scott Belsky

How will work and life change in a material way over the next 5 years? That one line, written by guest Scott Belsky (@scottbelsky), was enough to get hosts Sahil Bloom (@sahilbloom) and Greg Isenberg (@gregisenberg) to immediately invite the successful entrepreneur and investor o ... Show More

1h 17m

Brent Beshore - Learnings from a Year of...