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
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
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
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
Sep 2025
Is Solana a Better Treasury Asset Than Bitcoin & Ethereum with Brian Rudick
Brian Rudick, Chief Strategy Officer of Upexi, joined me to discuss the company’s Solana treasury strategy and why he believes SOL is the next major treasury asset.<br />Topics:<br />- Why Upexi chose Solana for its Treasury Asset <br />- Digital Asset Treasury trend, lifespan, a ... Show More
31m 20s
Dec 2024
Crypto Rundown: Bitcoin $100k, ETH $4k, Altcoins Moving, & Breaking News
In this special edition of the crypto market rundown, hosts Brendan and Tevo discuss the recent surge in Bitcoin and Ethereum prices, the implications of new SEC leadership, and the ongoing issues with celebrity rug pulls in the crypto space. They analyze market trends, highlight ... Show More
41m 22s
Dec 2024
Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor
Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of Micr ... Show More
1h 15m
Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:21 - How global liquidity and leverage affect Bitcoin's market performance
08:56 - The evolving role and risks of Bitcoin Treasury companies
17:26 - Why stablecoin regulations are reshaping digital ... Show More
