About this episode
Nov 12
Ep 474. Buffett’s Thanksgiving Letter and Berkshire’s Next Chapter
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47m 14s
Sep 2025
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickF ... Show More
1h 3m
Sep 2025
Ep 472. Moats in Commodities: Why Some Price Takers Win Big
🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickF ... Show More
1h 1m
Jun 2025
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
Jun 2024
Announcing: Minds Capital
1h 7m
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1 h
Sep 2025
Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are mor ... Show More
23m 21s
Jul 2025
The mindset of a contrarian investor – Anthony Bolton
How can investors profit by going against the crowd? Nicolai Tangen sits down with legendary contrarian investor Anthony Bolton to discuss the art of thinking differently in financial markets. Drawing from his remarkable tenure at Fidelity, Bolton explains why popularity is risk ... Show More
38 m
May 2024
69. How Hedge Funds Raise Money Feat. Ron Biscardi, CEO of iConnections
1h 4m
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
32m 56s
Nov 2023
Michael Kao on November Fed Meeting, Treasury Refunding, and Bond Market Bear Steepening (Co-Hosted By Michael Ippolito & Jack Farley)
Michael Kao, former hedge fund manager and private investor, returns to Forward Guidance alongside Blockworks co-founder Michael Ippolito to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.
MetaMa ... Show More
1h 7m
Nov 2024
The Best Investment Strategy For Making Millions That No One Is Talking About | Wise Investor Segment | Replay
In this replay episode of Wise Investor Segment, we dive into a game-changing investment strategy that has been flying under the radar. Join our host Matty A. as we uncover the secrets behind this powerful approach that has the potential to make you millions. While mainstream med ... Show More
25m 7s
Mar 2025
150. Real Estate, Sports Investing, and Venture Capital Feat. David Adelman
1h 24m
00:00 Intro00:50 Berkshire buying $GOOGL: AI revenue06:35 Mag7 heavy capex12:30 Circular nature of AI16:27 Thoughts on the $NFLX / $WBD deal29:00 $FISV / $LRN massive sell-off43:00 Insurance business heading into 202645:50 Housing industry51:00 Capital cycles
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<p><a href="https://bit.ly/3KH9RaS">Register here for the webinar</a>, <em>How to Buy a Business & Hire an Operator at Once</em></p><ul><li><a href="https://bit.ly/3KH9RaS">https://bit.ly/3KH9RaS</a></li></ul><p><br>Will Smith has partnered with Niklas James & Max Lummis ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>We talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time. But we don't always stop to ask, "how do th ... Show More
<p><br></p><p>Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode. </p><br><p>Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaime ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>It's our special 150th episode!! We’re reuniting with billionaire investor and CEO David Adelman (whom you may remember from our “Sports Investing 101” epis ... Show More