Yesterday
TIP807: Portfolio Review: Analyzing Holdings and Watchlist Companies for 2026 w/ Daniel Mahncke, Shawn O'Malley, & Kyle Grieve
Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ... Show More
1h 48m
Apr 12
RWH067: Prudent Investing In Perilous Times w/ Matthew McLennan
In this episode, William Green talks with Matthew McLennan, who oversees about $130 billion at First Eagle Investments. Matt is head of the firm’s Global Value team & a portfolio manager of its Global Value, Global Equity, International Value, International Equity & US Value stra ... 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
Apr 2025
505: The Mindset Of A Millionaire Trader - Jerremy Newsome
The Mindset Of A Millionaire Trader In episode 504 of the Desire To Trade Podcast, we will be listening to the recording of an interview with stocks trader, Jerremy Newsome, talking about the mindset of highly successful traders. Jerremy emphasizes the significance of mindset, id ... Show More
33m 5s
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
Lessons Learned From Trading
In today's episode, at episode 500, I am diving into the lessons learned from trading over the last 100 episodes, because as traders we are evolving and always attempting to improve our skillset. So here is to episode 500, and to another 500 episodes of learning and developing as ... Show More
20m 18s
IN THIS EPISODE, YOU’LL LEARN:
If new investors should build their portfolio around small cap stocks.
Why there is more to it than just picking companies you understand.
How to identify a stock pick that has pricing power.
A rather untraditional approach to identifying good stocks.
Ask The Investors: Should a value investor invest in net-net stocks?
B ... Show More
<p>The World’s #1 Personal Development Book Podcast! </p>
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<p><strong>In today’s episode we have the pleasure to interview Robert Hagstrom Author of “The Warren Buffett Way” </strong><br /></p>
<p>Robert is a renowned investment strategist, portfolio manager, and bes ... Show More
