Yesterday
TIP811: OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley
Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeki ... Show More
1h 21m
Apr 23
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
Oct 2025
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remain ... Show More
1h 12m
Oct 2025
How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
This expert doesn't just talk disruption, he invests in it.And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market an ... Show More
41m 19s
Oct 2025
How Amias Gerety Wins in Venture When Others Chase Hype
<p>In this episode, <b>Alex Rawlings</b> speaks with <b>Amias Gerety</b>, Partner at <b>QED Investors</b>, a leading fintech-focused VC firm managing nearly <b>$1B in assets</b>. Amias shares insights on venture capital strategy, staying disciplined during market hype, sourcing d ... Show More
32m 23s
Feb 2025
142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
Send us Fan MailIn this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance toda ... Show More
32m 52s
Sep 2025
Why most investors are looking in the wrong places - Frank Thormann | Schroders
Look for companies with a "positive growth gap".That is the message from today's expert, Frank Thormann, Portfolio Manager at Schroders.Using plenty of real stock examples, we unpack Frank's process to understand:What he means by 'positive growth gaps'How he identifies moments wh ... Show More
35m 10s
Oct 2025
Big Bank's Big Warnings, core & satellite is dead & Pimp My Portfolio with Matt Ingram
Big banks are flashing warning signs, Simon’s declaring the death of the core-and-satellite strategy, and Matt Ingram’s back to pimp a listener’s portfolio - the first brave enough to have theirs reviewed live in the studio.That’s not all: Is luxury powerhouse LVMH at the beginni ... Show More
36 m
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.
Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly successful since its inception in 2007, as it’s outperformed the S&P 500 by a wide ma ... Show More
