Yesterday

TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Meta — the world’s most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta’s “Family of Apps” keeps compounding through bette ... Show More

1h 20m

Jan 18

TIVP055: Churchill Downs, Inc. (CHDN): Investing in the Greatest Two Minutes in Sports w/ Shawn O’Malley & Daniel Mahncke

Shawn O’Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclas ... Show More

1h 12m

Jan 12

TIVP054: Mercado Libre: More than just "the Amazon of Latin America" w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O’Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lendin ... Show More

1h 32m

Dec 2021

TIP404: The Untold History of Money w/ Joe Brown

Trey Lockerbie chats with the very fun, Joe Brown of Heresy Financial. Joe is most known for his youtube channel, providing entertaining videos on a wide range of financial topics. Joe is a wealth of knowledge and provides an amazing framework for thinking through the current eco ... Show More

1h 12m

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 c ... Show More

1h 12m

Feb 2023

BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)

Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content around why Bitcoin is so important, how we're at the start of the information era, and why scarce digital monetary units are so vital ... Show More

1h 22m

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

Jul 2019

TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)

On today's show, we play questions and answers from billionaire Michael Bloomberg. IN THIS EPISODE YOU’LL LEARN: Michael Bloomberg’s top best advice for a successful business career Michael Bloomberg’s advice to young entrepreneurs What Michael Bloomberg’s childhood was like ... Show More

31m 22s

Apr 2020

TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow (Business Podcast)

On today's show, we talk to entrepreneur and best selling author, Jeff Booth. Jeff is the author of, The Price Of Tomorrow, which is a book about why deflation is the key to an abundant future. IN THIS EPISODE, YOU'LL LEARN: Why we have too much debt and not enough growth in ... Show More

1h 8m

Aug 2021

TIP370: Inflation Masterclass w/ Cullen Roche

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: (01:06) What is inflation, and what is it not. (06:26) How much of inflation is due to base effects. (10:28) How c ... Show More

1h 20m

Sep 2023

TIP574: Broken Money 1/2 w/ Lyn Alden

In this episode, Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book, Broken Money. In this first part episode of two, you’ll quickly hear why Stig and Preston think Broken Money is one of the best books they read in 2023. IN THIS EPISODE, YOU’LL LEARN: 00:00 ... Show More

1h 18m

Oct 2020

TIP318: The Passive Investing Impact w/ Mike Green (Business Podcast)

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ... Show More

1h 4m

Apr 2024

TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW ... Show More

1h 11m

MI Rewind: How to Beat Inflation w/ Joe ...