Yesterday
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, and bubbles, illustrating them with real-w ... Show More
1h 5m
Mar 27
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot, Edward Gilbert, Atlantic Acceptance, a ... Show More
1h 4m
Mar 22
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance of holding high-potential businesses. I ... Show More
1h 4m
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
Jan 2024
MI Rewind: Naval w/ Eric Jorgenson
On today’s Millennial Investing Rewind Episode, Robert Leonard chats with Eric Jorgenson about who Naval Ravikant is, why he wanted to write a book about him as a guide to wealth and happiness, how his strategy of not making any money out of the book came about and why he chose t ... Show More
49m 52s
Feb 2024
£100M Exit - How Human Psychology Built Ella's Kitchen- Paul Lindley
Building a thriving business takes more than just getting the economics right - it requires truly understanding human psychology and what motivates people. In this episode, Paul Lindley, Founder of kids' healthy food brand Ella's Kitchen, provides a rare glimpse into the human dy ... Show More
1h 24m
Mar 2025
Winning, Losing, and Leveling Up: The Raw Truth on Business, Fitness & Mindset | Sean Whalen | EP 62
<p>In this high-energy episode, <strong>Sean Whalen</strong> joins me to deliver an unfiltered deep dive into success, failure, and the mindset needed to win in business, fitness, and life. We discuss the dangers of ego-driven decisions, the power of taking massive risks, and why ... Show More
46m 18s
In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head.
Clay breaks down how the Mendelson family transformed a struggling parts supplier into a ... Show More
<p><strong>Would you put millions into comic books?</strong> It sounds crazy, but for Rob Walling, it’s part passion, part strategy.</p><p><strong>He’s met people at the airport just to pick up a single book.</strong> But this isn’t just nostalgia—it's an investment play.</p><p>R ... Show More
