My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, "How Not to Invest." We also ... Show More
Jul 4
Haseeb Qureshi: The TAM of Crypto - [Making Markets, REPLAY]
Today, we are revisiting my conversation with Haseeb Qureshi, managing partner at Dragonfly Capital. From making millions through poker before the age of 21, to going viral for an article on negotiation, to being hired personally by Naval Ravikant to be a crypto VC, Haseeb’s life ... Show More
1h 23m
Jun 20
Sid Malladi - The Future of B2B Trade - [Making Markets, EP.62]
My guest today is Sid Malladi, founder of Nuvo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Nuvo aims to change that by building a digital network that accelerates onboarding, visi ... Show More
50m 31s
Jun 6
Robbie Cannon: The Evolution of Asset Management - [Making Markets, REPLAY]
Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's ... Show More
53m 54s
Nov 2024
TIP673: A Short History Of Financial Euphoria w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the anatomy of a speculative event, why it’s so easy for people to take part in them, and why these events are unlikely to stop in the future; a few major euphoric episodes from history outlined in the book, three more recent bubbles that ... Show More
1h 20m
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Jul 2024
TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business i ... Show More
1h 9m
Sep 2024
RWH049: Crushing The Market Over 50 Years w/ Jay Bowen
In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has ach ... Show More
2h 15m
Jun 16
INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More
2h 20m
Aug 2024
MI364: Lessons From Michael Mauboussin w/ Shawn O'Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know.You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psycholo ... Show More
1h 1m
Aug 2024
TIP650: Stock Market Bubbles, AI, & Climate Change w/ Jeremy Grantham
On today’s episode, Clay Finck is joined by investing legend and bubble historian, Jeremy Grantham. Jeremy gives his updated views on the recent stock market run up, how today’s market compares to market bubbles of the past, and indicators that point to the potential bear market ... Show More
1h 7m
Dec 2024
BTC211: Bitcoin vs Art and Real Estate w/ Tad Smith (Bitcoin Podcast)
Exploring the art world with Tad Smith, former CEO of Sotheby’s, as we uncover the intersection of art, Bitcoin, and investment strategies.
IN THIS EPISODE YOU’LL LEARN:00:00 - Intro02:28 - The significance behind the $6.2M sale of a banana duct-taped to a wall.08:07 - How storie ... Show More
1 h
Dec 2024
TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve
In today's episode, Kyle Grieve explores the life of Charlie Munger, drawing insights from his biography Damn Right!. He’ll cover Charlie’s similarities and differences with Benjamin Graham, the value of dedicating an hour a day to thinking, the role of decisiveness and convictio ... Show More
1h 14m