Kyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance of understanding the capital raising process, why value will always succeed in ... Show More
Yesterday
TECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard, w/ Seb Bunney (Tech Podcast)
Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, blockchain integration, and breakthroughs in longevity science. With insights from p ... Show More
1h 8m
Jan 23
TIP786: Zero to One by Peter Thiel
In this episode, Clay explores Zero to One by Peter Thiel, a foundational book on innovation, monopolies, and what it truly takes to build an enduring business. Thiel challenges the idea that progress comes from incremental improvement, arguing instead that the greatest companies ... Show More
57m 34s
Dec 2023
MI311: Quantitative Wisdom: Lessons for Qualitative Investors w/ Tobias Carlisle
Kyle Grieve chats with Tobias Carlisle about the key findings from his book on value and concentrated investing, the power of mean reversion and its role in providing value in undervalued stocks, conclusions from academic research on concentration and diversification, the role of ... Show More
1h 7m
Apr 2024
MI349: The Quality Quest: Building Wealth, One Quality Investment At A Time w/ Compounding Quality
Kyle Grieve chats with Compounding Quality about his quality investing philosophy, how quality businesses at fair evaluations can compound your money for decades, how quality investors can optimize portfolio management, which quantitative metrics to pay special attention to, what ... Show More
1h 9m
Mar 2024
MI337: The Power of Alignment: Strategies From A Fund Manager w/ Jeremy Kokemor
Kyle Grieve chats with Jeremy Kokemor about why Jeremy has utilized Buffett’s 0/6/25 model and why he thinks it’s so powerful, why value, growth and quality are all important for successful investing, why price isn’t the only way to get a margin of safety, why investors should lo ... Show More
1h 3m
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
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