My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today’s landscape, covering AI’s frontier models versus open-sour ... Show More
Jun 27
Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Charlie Songhurst is a brilliant strategist, accomplished executive, and prolific angel investor. This episode is ... Show More
1h 8m
Aug 2023
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ... Show More
1h 12m
Jul 2021
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
In today’s episode, Trey Lockerbie sits down with Michael Weisz, the founder and President of Yieldstreet, which is a platform that serves up offerings in alternative asset classes.
IN THIS EPISODE, YOU'LL LEARN:
(01:54) Why you should consider diversifying into alternative asset ... Show More
1h 4m
Dec 2023
TIP595: Stock Market History & The AI Bubble w/ Jamie Catherwood
On today’s episode, Clay is joined by financial history expert, Jamie Catherwood, to discuss market forecasting, interest rates, and the efficiency of markets from a historical perspective.Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and als ... Show More
56m 27s
May 2024
Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves
Hosts: Matty A. and Ryan Breedwell Episode Overview: In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the economic landscape. They discuss significant topics such as the impact of FOM ... Show More
42m 31s
Apr 2024
TIP620: The Intelligent Investor by Benjamin Graham
On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham.Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the fathe ... Show More
59m 56s
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies. Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Jun 2024
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the ... Show More
58m 56s
Jul 2024
Phil Huber: The Case for Private Credit - [Making Markets, EP.36]
My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and c ... Show More
43m 56s