Beste Stig Brodersen podcaster (2024)

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TIP668: What I learned About Investing w/ Stig Brodersen 1:23:13

29d ago1:23:13

1:23:13

In today's episode, Stig Brodersen outlines 10 things he has learned about investing since he started The Investor’s Podcast in 2014. In the second segment of the show, Clay Finck joins to discuss his top takeaways from his investing career. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:12 - Why you should be careful who you listen to about stock …

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RWH051: Master of Change w/ Brad Stulberg 1:31:28

1d ago1:31:28

1:31:28

In today’s episode, William Green chats with Brad Stulberg about how to thrive amid change. Brad is the best-selling author of Master of Change: How to Excel When Everything is Changing—Including You & The Practice of Groundedness: A Transformative Path to Success that Feeds—Not Crushes—Your Soul. Here, he shares practical tools & strategies based …

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TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton 1:11:39

3d ago1:11:39

1:11:39

On today’s episode, Clay is joined by Andrew Brenton to discuss his biggest investment lessons from beating the market over the past 25 years. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 20.3% versus just 8.3% for the S&P 500. $10,000 i…

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BTC207: Bitcoin, AI, Nostr, and Hardware Manufacturing w/ NVK (Bitcoin Podcast) 1:00:54

5d ago1:00:54

1:00:54

NVK joins the show to discuss the potential of AI, explore the impact of Nostr on data vending and content creation, and share his thoughts on security, hardware manufacturing challenges, and what's exciting in Bitcoin’s evolving tech landscape. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 08:34 - The core concept behind NVK's AI project, Unleashed.…

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MI376: Why Do Great Companies Fail? The Innovator’s Dilemma w/ Shawn O’Malley 53:04

7d ago53:04

53:04

In today’s episode, Shawn O’Malley (@shawn_OMalley_) discusses why great companies fail, as outlined by Clayton Christensen in his timeless book, The Innovator’s Dilemma, which was first published in 1997. The Economist actually named it one of the six most important business books ever written. Christensen was an academic and business consultant w…

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TIP673: A Short History Of Financial Euphoria w/ Kyle Grieve 1:20:21

8d ago1:20:21

1:20:21

On today’s episode, Kyle Grieve discusses the anatomy of a speculative event, why it’s so easy for people to take part in them, and why these events are unlikely to stop in the future; a few major euphoric episodes from history outlined in the book, three more recent bubbles that most listeners lived though, why the rise in IPOs are often the resul…

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TIP672: Quality of Earnings: Uncovering Hidden Red Flags w/ Clay Finck 1:06:51

10d ago1:06:51

1:06:51

Many investors who analyze stocks take the numbers provided by the company at face value, but there are times when this can be a massive investing mistake. To help shed light on what the earnings provided by a company really mean for us as investors, we reviewed the book — Quality of Earnings by Thornton O'Glove. Thornton is a Wall Street veteran k…

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BTC206: How Open Source Bitcoin Development is Funded w/ Matt Odell (Bitcoin Podcast) 1:04:47

12d ago1:04:47

1:04:47

In this episode, Matt Odell discusses how open-source Bitcoin development is funded through initiatives like OpenSats, the significance of ignoring Satoshi’s identity, and why Nostr, Cashu, and Fedi are critical for Bitcoin’s future. He also shares insights on building Bitcoin Park, a community hub, and reveals one of his pet peeves in the Bitcoin …

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MI375: How George Soros Beat the Markets: The Alchemy of Finance w/ Shawn O’Malley 53:53

14d ago53:53

53:53

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses The Alchemy of Finance by George Soros. George Soros is a controversial political figure, but he is a legend on Wall Street. Many know him as the man who “broke the Bank of England” for his epic short bets against the British pound that broke its currency peg. Soros’s hedge fund is amon…

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TIP671: Unconventional Value: Contrarian Thinking and Outperformance w/ Larry Connor 58:38

15d ago58:38

58:38

On today’s episode, Kyle Grieve chats with Larry Connor about why being different is crucial to outperformance, why turning over the most rocks and ruthlessly eliminating opportunities is vital to success, why Larry searches for “train wreck” apartments to optimize, the importance of investing counter-cyclically, how being unconstrained by conventi…

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TIP670: Sam Zell’s Secrets to Spotting Bargains & Managing Risk 1:17:02

17d ago1:17:02

1:17:02

On today’s episode, Clay reviews the wonderful book — Am I Being Too Subtle by Sam Zell. Sam Zell has an impressive background, having started his career in real estate in the late 1960s. He was the founder and chairman of Equity Group Investments, a leading private investment firm. Over the course of his career, Sam made many bold moves and invest…

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BTC205: Bitcoin Interest on FDIC Insured Cash Accounts w/ Alex Leishman (Bitcoin Podcast) 50:55

19d ago50:55

50:55

Alex Leishman discusses River's recent report on the 30% growth in business Bitcoin adoption, detailing trends in cross-border payments, treasury management, and the unique ways businesses are integrating Bitcoin. He also touches on River's major new service, the importance of proof of reserves, and shares insights on how companies can navigate vol…

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MI374: Fortune’s Formula: The Scientific Betting System For Beating Wall Street w/ Shawn O’Malley 58:07

21d ago58:07

58:07

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses the formula used by some of history’s best investors to systematically beat the market averages. It’s not a secret formula for winning if you don’t have any investing edge, but it is a system for maximizing wealth over time by properly sizing bets based on your conviction in terms of ho…

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RWH050: The Intelligent Investor w/ Jason Zweig 1:56:40

22d ago1:56:40

1:56:40

In today’s episode, William Green chats with Jason Zweig about his updated & revised edition of Benjamin Graham’s The Intelligent Investor, which Warren Buffett describes as “by far the best book on investing ever written.” Jason, who also writes the Wall Street Journal’s Intelligent Investor column, explains why Graham’s classic book still holds v…

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TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki 1:08:02

24d ago1:08:02

1:08:02

On today’s episode, Clay is joined by Derek Pilecki. Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.0% per annum versus 11.8% for the S&P 500 ove…

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BTC204: Stablecoins vs Bitcoin w/ Allen Farrington (Bitcoin Podcast) 1:01:07

26d ago1:01:07

1:01:07

In this episode, Allen shares his thoughts on the Saifedean vs. Saylor debate on borrowing against Bitcoin, the role of stablecoins in expanding fiat, and their underlying protocols. He also delves into the risks of stablecoins compared to traditional bank accounts and highlights current technical risks in the crypto space. Allen gives his take on …

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MI373: Valuing the Best Stock of the Last Three Decades w/ Shawn O'Malley 49:00

28d ago49:00

49:00

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the energy drink company Monster Beverage, which you may be surprised to learn has been one of the best-performing stocks of the last few decades. You’ll learn about how Monster got its start almost one hundred years ago and how it took on a new identity in the early 2000s, how Monste…

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TIP667: Why Most Stocks Will Lose You Money w/ Professor Hendrik Bessembinder 1:00:41

1M ago1:00:41

1:00:41

On today’s episode, Clay is joined by Professor Hendrik Bessembinder to discuss his renowned research on the performance of individual stocks. Professor Bessembinder is a finance professor at Arizona State University, and his research titled, ‘Do Stocks Outperform Treasury Bills?’ has been referenced many times on the show. As a frequent speaker at…

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BTC203: Bitcoin Mining Decentralization with the Datum Protocol at Ocean Mining w/ Bitcoin Mechanic and Jason Hughes (Bitcoin Podcast) 1:03:59

1M ago1:03:59

1:03:59

In this episode, we dive into the technicalities of Bitcoin block templates, the Stratum V1 and V2 protocols, and the innovations brought by Ocean’s Datum Protocol. We also explore a fascinating story of Tesla hacking and the challenges of implementing decentralized mining pools. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:48 - What a Bitcoin bl…

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MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley 59:38

1M ago59:38

59:38

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney. You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming effort…

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TIP666: Compounding Beyond Wealth: Unlocking Life’s Hidden Potential w/ Clay Finck & Kyle Grieve 1:23:02

1M ago1:23:02

1:23:02

On today’s episode, Kyle Grieve chats with co-host Clay Finck about Clay’s favorite book, The Joys of Compounding. They discuss how compounding can profoundly affect people's lives inside and outside of investing, simple thinking tools to make better decisions, why humility is such an important trait all good investors possess, how to think about v…

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TIP665: The Most Important Thing by Howard Marks w/ Clay Finck & Kyle Grieve 1:26:31

1M ago1:26:31

1:26:31

On today’s episode, Clay and Kyle review The Most Important Thing by Howard Marks and share their most impactful takeaways. Howard Marks is the co-founder and co-Chairman of Oaktree Capital Management, a global investment giant with more than $190 billion in assets. He’s also the author of two best-selling books, “The Most Important Thing” and “Mas…

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BTC202: Bitcoin Mastermind 3rd Quarter 2024 w Joe Carlasare, Jeff Ross, and America Hodl (Bitcoin Podcast) 1:20:04

1M ago1:20:04

1:20:04

In this episode, we dive into SAB 121’s implications on Bitcoin, discuss BNY Mellon’s crypto custody services, and explore how regulatory changes and institutional adoption could shape Bitcoin's future value. We also examine BlackRock’s demands on Coinbase, changes in M2 money supply, and Basel III’s risk weight requirements for cryptoassets. IN TH…

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MI371: The Case for Alibaba w/ Daniel Mahncke 1:04:52

1M ago1:04:52

1:04:52

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the world’s largest online Retailer: Alibaba. You’ll learn about Alibaba’s different business segments, how Alibaba has been impacted by regulations from the Chinese government, why investo…

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TIP664: The Nomad Investment Partnership Way: Quality In Business and Beyond w/ Kyle Grieve 1:02:24

1M ago1:02:24

1:02:24

On today’s episode, Kyle Grieve discusses the investing philosophy and concepts from the Nomad Investment Partnership, how they created their fund structure to align themselves with partners, why they settled on inactivity, the powerful effects of businesses that share profits with customers rather than shareholder, how they ended up focusing on th…

1
MI Rewind: A Rational Approach to Investing w/ Tobias Carlisle 1:00:17

1M ago1:00:17

1:00:17

Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much…

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TIP663: The Truth About Private Equity w/ Ted Seides 1:07:27

2M ago1:07:27

1:07:27

On today’s episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals. Over the past 20 years, the private equity industry has gone from a cottage industry to a powerful juggernaut that touches every corner of the global economy — now total…

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BTC201: eCash on Bitcoin & Nostr w/ Calle from Cashu (Bitcoin Podcast) 1:15:47

2M ago1:15:47

1:15:47

Join us as Calle, the creator of Cashu Protocol, explores how Cashu enhances the Bitcoin Lightning Network by offering a privacy-focused solution for micropayments. We delve into key topics such as custodial vs. non-custodial Bitcoin solutions, Cashu’s impact on network growth, and the future of Nostr integration with Bitcoin. Calle also explains h…

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MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke 57:25

2M ago57:25

57:25

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, how the company has built up such deep moats in its credit ratings and …

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TIP662: Building Buffett: The Foundation Of Success w/ Kyle Grieve 1:17:33

2M ago1:17:33

1:17:33

On today’s episode, Kyle Grieve discusses an underrated book called “Warren Buffett’s Ground Rules” by Jeremy Miller, he’ll discuss how to avoid being taken advantage of by Mr. Market, how to maximize the effects of compounding, how Warren thinks about tracking investment performance, how Buffett aligned himself with his partners, why contrarianism…

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MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc 52:53

2M ago52:53

52:53

Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential…

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TIP661: Betting Big on China & Lessons from Bear Markets w/ Richard Lawrence 1:15:49

2M ago1:15:49

1:15:49

On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Over a 30-year time period, Overlook compounded capital at 14.3% per year — a remarkable record of growth that is a testament to their consistent abi…

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BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast) 1:10:36

2M ago1:10:36

1:10:36

In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CB…

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MI369: The Anatomy of The Bear: Digging Through Financial History w/ Shawn O'Malley 1:08:42

2M ago1:08:42

1:08:42

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier’s book The Anatomy of the Bear. You’ll learn why it’s important to study financial history, what bear markets have in common, how the bear market of …

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TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra 1:33:47

2M ago1:33:47

1:33:47

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Betsson is one of them. Hari’s pick, Nintendo, is at an attractive spot in the console cycle, and Tobias pitches Virtu, a value stock trading at an appealing valuation. IN THIS EPISODE YOU’LL…

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MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie 1:02:04

2M ago1:02:04

1:02:04

Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target a…

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TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan 1:42:24

2M ago1:42:24

1:42:24

On today’s episode, Clay is joined by Shree Viswanathan for a stock deep dive on Hermès. Hermès is a luxury goods manufacturer renowned for its high-quality craftsmanship. The brand is known for its iconic products, such as the Birkin and Kelly bags, silk scarves, and equestrian-inspired items. Since the IPO in 1993, shares of Hermès have compounde…

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BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast) 1:03:52

2M ago1:03:52

1:03:52

This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting …

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MI368: Bill Ackman: The Highs and Lows w/ Shawn O'Malley 56:54

2M ago56:54

56:54

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the rollercoaster ride of Bill Ackman’s career, who is one of the most famous investors alive. You’ll learn about how Ackman’s career got its start, why his biggest successes were so brilliant, why his biggest losses were so painful, what his current portfolio looks like, why his comp…

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TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve 1:10:23

2M ago1:10:23

1:10:23

On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the significant differences in analyzing large and small businesses, how to …

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MI Rewind: The Science of Hitting w/ Alexander Morris 1:06:34

2M ago1:06:34

1:06:34

Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profita…

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TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck 1:04:55

2M ago1:04:55

1:04:55

On today’s episode, Clay shares the most important lessons he’s learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on …

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BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast) 1:04:23

2M ago1:04:23

1:04:23

In this episode, Preston interviews Max Kei and Pascal Hugli, diving deep into how Bitcoin's unique characteristics position it as the ultimate collateral for institutional lending. The discussion covers key topics such as risk management, the role of stablecoins, peer-to-peer lending versus traditional finance, and the future of Bitcoin in institu…

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MI367: How to Invest in the Best of the Best: Quality Investing w/ Shawn O'Malley 54:56

2M ago54:56

54:56

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down different investors’ approaches to finding the best of the best companies to own. It’s a strategy known as Quality Investing, and it differs from value investing because quality investors are more focused on finding companies to own forever, as opposed to selling them if they rise abo…

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RWH049: Crushing The Market Over 50 Years w/ Jay Bowen 2:15:30

2M ago2:15:30

2:15:30

In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has achieved an annualized return of 14.4% over 50 years & a cumulative retur…

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MI Rewind: Is FAANG the New Value? w/ John Huber 1:08:07

2M ago1:08:07

1:08:07

Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stoc…

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TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck 1:18:56

2M ago1:18:56

1:18:56

On today’s episode, Clay offers a detailed guide on creating an investment checklist to help you avoid picking losing stocks. An investment checklist, paired with thorough fundamental analysis, is crucial for making informed and intelligent decisions in the investing world. Great investment opportunities are rare, and a well-crafted checklist is ke…

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BTC197: What are Bitcoin Fedimints w/ Obi Nwosu and Renata Rodrigues (Bitcoin Podcast) 1:10:23

3M ago1:10:23

1:10:23

In this episode, we dive into the challenges of Bitcoin payments and scaling, and how Fedi is addressing these issues. Obi Nwosu explains the concept of Fediments and guardians, while Renata Rodrigues shares her on-the-ground experiences in Africa, discussing the real-world impact of Fedi on communities. We also explore the tools within the Fedi ap…

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MI366: Bill Miller: The Man Who Beat the Markets 15 Years in a Row w/ Shawn O'Malley 49:24

3M ago49:24

49:24

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down the life and career of the great Bill Miller, the only investor to ever beat the market for 15 consecutive years. You’ll learn how Miller invested in his first stock, Miller’s investment approach and how it differs from classical value investors, what Miller recognized as an early inv…

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TIP655: Hustle, Trust, and Cash Flow: Nike’s Genesis w/ Kyle Grieve 1:03:32

3M ago1:03:32

1:03:32

On today’s episode, Kyle Grieve discusses a wonderfully well-written autobiography, “Shoe Dog” by Phil Knight, the founder of Nike. He discusses the importance of identifying and pursuing true happiness while ensuring a stable income as a fallback, the value of hustle, the importance of trust with your suppliers, why focus is so vital to business s…

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