On today’s episode, Clay is joined by Nelson Chu to do a deep dive on private credit.
Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. ... Show More
Mar 22
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ... Show More
1h 4m
Mar 20
TIP800: Navigating an AI-Driven Market w/ François Rochon
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - ... Show More
1h 14m
Mar 15
TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, an ... Show More
1h 5m
Jul 2022
MI191: Credit Unions, Credit Scores, & Housing w/ David Tuyo II
IN THIS EPISODE, YOU’LL LEARN:
01:45 - Trends David is seeing in the real estate market.
06:58 - Why today’s real estate market is much stronger than it was in 2008.
08:52 - How higher rates will affect the banking industry as a whole.
12:51 - The impact institutional inves ... Show More
50m 30s
Apr 2024
MI341: Cracking The Finacial Planning Code w/ Chris Panagiotu
Kyle Grieve chats with Chris Panagiotu about the power of owning a positive mentality, the investing planning strategies of the most successful people, why Chris puts his trust in other great investors to generate returns for himself, why we should pay special attention to the qu ... Show More
1h 1m
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 E ... Show More
52m 7s
Apr 2023
MI Rewind: Buying Winners Through Momentum Investing w/ Wes Gray
Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more!
Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama.
IN THIS EPISODE, YO ... Show More
55m 8s