Today
TIP809: The Real Estate Data Empire Making a $5 Billion Bet: CoStar Group w/ Shawn O'Malley & Daniel Mahncke
Shawn O'Malley and Daniel Mahncke explore CoStar Group (ticker: CSGP), the dominant provider of commercial real estate data and analytics, and assess whether the company's massive $5 billion bet on Homes.com can successfully crack the residential real estate market dominated by Z ... Show More
1h 37m
Apr 19
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
Dec 2024
Bitcoin Is Trump’s Scorecard, Strategic Reserve LIKELY
<p>In this episode, Nik Bhatia and Craig Shapiro explore the ripple effects of Federal Reserve policies, market movements, and the strength of the U.S. dollar under Trump’s pro-Bitcoin administration. They unpack how rising yields, persistent inflation, and tightening financial c ... Show More
35m 3s
Apr 2024
🪙 “The Bitcoin Pod” — On the day of the “Halving”, we unearthed our best 3 stories that tell the whole Bitcoin.
It’s finally here… Bitcoin’s biggest day in 4 years: “The Halvening.”So we whipped up a special episode to explain what the Halvening is: 3 stories from the past 4 years that illustrate the promise, potential, and pitfalls of Bitcoin. We look at1. Bitcoin as cash money2. Bitcoin ... Show More
21m 16s
Jul 2025
Michael Saylor Made $28B With Bitcoin! | Bitcoin Simply
Americans are struggling with rising inflation, debt, and financial insecurity, yet Bitcoin remains largely overlooked. Since 2020, the average U.S. home price in Bitcoin has dropped dramatically, and countries like El Salvador have turned poverty into massive Bitcoin profits. Co ... Show More
11m 53s
Jan 2025
Crypto's HIDDEN TRUTHS by Tycoon Armando Pantoja
Armando Pantoja is the visionary powerhouse behind transformative advancements in financial technology. An influencer known for his deep expertise in blockchain, cryptocurrency, and software engineering, Armando has dedicated his platform to reshaping the future of finance. As "T ... Show More
21m 42s
In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CBDCs as mer ... Show More
<p><span>In this insightful </span><strong>Market Mondays</strong><span> clip, hosts Troy Millings and Ian Dunlap break down why </span><strong>now</strong><span> might be the greatest era for investing—and it’s far from just talk. They revisit their own journeys, from buying Bit ... Show More
