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TIP422: Frontier Market Investing w/ Maciej Wojtal
Episode 492
Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-c…
4 years, 1 month ago
TIP421: Expectations Investing w/ Michael Mauboussin
Episode 491
Trey Lockerbie chats with a very special guest and that is investing legend Michael Mauboussin. Michael is the Head of Consilient Research at Counter…
4 years, 1 month ago
BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)
Episode 490
IN THIS EPISODE, YOU’LL LEARN:
01:01 - Who influenced Jurrien and what was sage advice he received when he was first learning? 05:21 - What are some …4 years, 1 month ago
Classic 06: Elon Musk
Episode 489
IN THIS EPISODE, YOU’LL LEARN:
01:38 - Who is Elon Musk and how will the billionaire change the world? 12:31 - How does thinking like Elon Musk make …4 years, 1 month ago
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Episode 488
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in …
4 years, 1 month ago
TIP419: How Art Performs During Inflation w/ Scott Lynn
Episode 487
Trey Lockerbie invites back Scott Lynn of Masterworks, fresh off of his recent $110M fundraise that valued Masterworks over $1B, to discuss how Art p…
4 years, 1 month ago
BTC063: Potential Economic Tightening & Bitcoin w/ Dr. Jeff Ross (Bitcoin Podcast)
Episode 486
IN THIS EPISODE, YOU’LL LEARN:
01:07 - Why Jeff transitioned away from being a doctor to being a hedge fund manager. 10:25 - Jeff's thoughts on the h…4 years, 1 month ago
Classic 05: A History of 5 Stock Market Crashes w/ Scott Nations
Episode 485
IN THIS EPISODE, YOU'LL LEARN:
01:18 - An in-depth analysis of the stock market crashes in 1907, 1929, 1987, 2008, and 2010 06:57 - The similarities …4 years, 1 month ago
TIP418: Mastermind Q1 2022 w/ Hari Ramachandra and Tobias Carlisle
Episode 484
IN THIS EPISODE, YOU'LL LEARN:
2:33 - Why Tobias Carlisle thinks that William Sonoma undervalued (Ticker: WSM) 18:38 - Why Stig has changed his mind …4 years, 1 month ago
TIP417: The Incredible Story of the PayPal Mafia W/ Jimmy Soni
Episode 483
IN THIS EPISODE, YOU'LL LEARN:
1:50 - Who are the members of the Paypal Mafia, their origin stories, and how PayPal came to be. 36:35 - The many tria…4 years, 1 month ago