TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein| Listen on Anghami

Today

TIP822: QXO (QXO): Can One of the World's Best Consolidators Strike Lightning Again? w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career. Tune in as they deb ... Show More

1h 20m

Jun 7

TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke

Shawn O'Malley and Daniel Mahncke explore Grab Holdings (ticker: GRAB). In this episode, you'll learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market sha ... Show More

1h 20m

Jun 4

TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is th ... Show More

1h 13m

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 studying oth ... Show More

44m 37s

Apr 2022

MI Rewind: Investing in Commodities with David Morgan

IN THIS EPISODE YOU’LL LEARN: 03:37 - What are commodities, and how do you invest in them? 06:33 - How you can invest in commodities through ETFs. 16:59 - When is the "right time to buy"? 25:16 - Why David invests in silver. 28:00 - Why do investors avoid investing in precious me ... Show More

57 m

Feb 2022

MI144: Investing in the Metaverse and Technology Trends w/ Beth Kindig

IN THIS EPISODE, YOU’LL LEARN: 06:04 - Beth’s approach to investing in the Metaverse. 10:17 - How large the Metaverse market could potentially become over the coming years. 10:17 - The companies that Beth is most excited about in relation to the Metaverse and other technology tre ... Show More

56m 3s

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 some catal ... Show More

1h 3m

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 well aft ... Show More

43m 13s

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. 31:10 ... Show More

52m 33s

Sep 2023

MI293: Hacking Marketing & Growth w/ Cody Schneider

Robert Leonard chats with Cody Schneider about all things digital marketing and online business. Cody Schneider has held various Head of Growth roles at startups, helping them scale rapidly, and has now founded two successful SaaS businesses, SwellAI and Drafthorse AI. IN THIS EP ... Show More

52m 7s

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

Jun 2023

MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and man ... Show More

50m 59s

Feb 2022

MI Rewind: Warren Buffett Value Investing with Gary Mishuris

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And much, ... Show More

1h 8m

TIP568: Current Market Conditions, Alter...