May 10

TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the comp ... Show More

1h 32m

May 3

TIVP069 (Video): OTC Markets (OTCM): A Picks and Shovels Play in Modern Capital Markets w/ Kyle Grieve & Shawn O'Malley

Kyle Grieve and Shawn O’Malley analyze OTC Markets Group, a hidden infrastructure company that collects tolls on over 12,000 securities while operating with fewer than 130 employees. They explore why OTCM is the only viable option for small companies and international firms seeki ... Show More

1h 22m

Apr 25

TIVP68 (Video): CoStar Group (CSGP): The Real Estate Empire Making a $5 Billion Bet 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 36m

Apr 2017

TIP134: Unshakeable by Tony Robbins (Business Podcast)

IN THIS EPISODE, YOU’LL LEARN: What you can and can’t control in the financial markets. The truth about diversification. Why private equity funds are not worth their high fees. Why you should write down your personal rules before you invest. BOOKS AND RESOURCES Join the exclusive ... Show More

51m 53s

Nov 2014

TIP 007 : Peter Thiel's book - Zero to One (Investing Podcast)

In this episode of The Investor's Podcast, the panel discusses the ideas of Peter Thiel. Peter is a famous Silicon Valley Billionaire who founded PayPal and Palantir. He also owned a 10% stake in Facebook. The Investors, along with Hari Ramachandra, discuss Peter's new book - Zer ... Show More

36m 51s

Jan 2015

TIP 019 : How High Frequency Trading Works - Michael Lewis Book (Investing Podcast)

IN THIS EPISODE, YOU’LL LEARN: What is High Frequency Trading? How does High Frequency Trading work? How will High Frequency Trading affect me as an investor? Ask the Investors: Should I use technical analysis along with value investing principles? BOOKS AND RESOURCES Join the ex ... Show More

40m 51s

Nov 2018

TIP215: Billionaire Mark Zuckerberg Lessons - Facebook (Business Podcast)

On today's show, we study billionaire Mark Zuckerberg. IN THIS EPISODE YOU’LL LEARN: Why Mark Zuckerberg said no to $1B age 22 How Mark Zuckerberg thinks about making big changes to Facebook’s platform What Mark Zuckerberg is most excited about over the next 20 years How Mark Zuc ... Show More

38m 50s

Jul 2019

TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)

On today's show, we play questions and answers from billionaire Michael Bloomberg. IN THIS EPISODE YOU’LL LEARN: Michael Bloomberg’s top best advice for a successful business career Michael Bloomberg’s advice to young entrepreneurs What Michael Bloomberg’s childhood was like How ... Show More

31m 22s

Jan 2022

Classic 03: Seth Klarman's Book - Margin of Safety

IN THIS EPISODE, YOU’LL LEARN: 12:25 - The different methods for stock investing valuations. 13:43 - The difference between investors and speculators. 21:35 - When you should hold short term and long term bonds. 40:04 - How to counteract risk in your portfolio. *Disclaimer: Sligh ... Show More

54m 14s

Jan 2023

TIP515: The Little Book of Valuation by Aswath Damodaran

IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:11 - Aswath’s two primary methods for valuing a company. 05:40 - The general truths about valuations that investors should understand. 12:38 - The four most basic inputs to valuing a company. 19:37 - How to go about setting an appro ... Show More

51m 44s

Jun 2016

TIP 092 : Billionaire Lives w/ Navy SEAL for 30 Days - feat. Atlanta Hawks Owner, Jesse Itzler

IN THIS EPISODE, YOU’LL LEARN: Why you shouldn’t focus on building your resume but rather building your life. Why highly successful people are rewarded from making moves and ignoring embarrassment. Why building a business around your passion is one of the most misunderstood conce ... Show More

47m 11s

Nov 2021

TIP398: Wisdom from the Greatest Investors w/ William Green

Stig Brodersen talks with William Green, the author of “Richer, Wiser, Happier.” They explore how the best investors can teach us not only how to become wealthy but inspire us to become better versions of ourselves. IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie M ... Show More

1h 45m

Apr 2024

TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW ... Show More

1h 11m

MI026: Mastering the Skill of Learning w...