Join us in this insightful episode where Caitlin Long of Custodia Bank and Wes Knobel delve into the innovative non-fractional reserve system, the challenges faced with the Federal Reserve, and the dynamic world of cryptocurrency banking. They discuss Custodia's unique approach, its role in the post-Silicon Valley bank crisis landscape, and the evolving chal ... Show More
Yesterday
TIP808: Current Market Opportunities w/ Daniel Mahncke & Clay Finck
On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation ... Show More
1h 25m
Apr 16
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 48m
Apr 12
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value stra ... Show More
1h 37m
Apr 2023
MI266: Banks on the Run: Insights into the Banking Crisis & the Future of Banking w/ Joseph Wang
Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics.
Joseph is the CIO at Monetary Macro, and pre ... Show More
52m 21s
Oct 2021
MI Rewind: Bitcoin, COVID-19, and Macroeconomics for Beginners w/ Pomp (Part 2)
IN THIS EPISODE, YOU’LL LEARN:
3:39 - What the best way is to deal with Bitcoin's volatility.
15:49 - What will happen if the government decides to step into the whole bitcoin scene?
19:56 - For beginners, how should they start investing in Bitcoin, how is the process going to ... Show More
40m 54s
Mar 2023
MI Rewind: Bitcoin is for Millennials w/ Preston Pysh
Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more!
Preston is a leading voice in the Bitcoin space, ... Show More
1h 6m