Trey chats with billionaire entrepreneur and investor, Mr. Andrew Wilkinson. They discuss various topics, including self-care and parenting, as well as exciting deals he collaborated on with Bill Ackman and Howard Marks. Andrew is the co-founder of Tiny, which has been called the Berkshire Hathaway of Tech companies. Andrew turned his first business, MetaLab, into a not-so-tiny conglomerate in a similar fashion to how Buffett turned an old textile mill into the juggernaut Berkshire is today. IN THIS EPISODE, YOU'LL LEARN: 0:00 - Intro 04:50 - The philosophies behind Tiny and how it operates ..read more

Preston Pysh interviews Alfonso Peccatiello, better known as Macro Alf, to talk about how the banking system works, what might come next with the spreading global impairment, and what it might mean for Bitcoin and other asset classes.  IN THIS EPISODE, YOU’LL LEARN: Global perspectives and insights. Twitter debates: QE returns or not? Predicting the 10YR-2YR inversion's future. Dispelling Bitcoiners' mistrust in the banking system. The impact of immediate withdrawals on banks' cash reserves. Shadow banking and insurance companies under the microscope. Piecing together the European inflat ..read more

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means for investors. Shawn is the chief editor and writer of our daily financial markets and investing newsletter. He aims to bring a value investor’s perspective to understanding current events. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 00:07:18 - What led to the recent bank failures of Silvergate, Silicon Valley Bank, a ..read more

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” They discuss what has made them Richer, Wiser, or Happier in the past quarter. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:31 - How to think about investing with an asset manager that yields a lower return and has good values, or an asset manager with a higher return and bad values. 27:35 - The role of money vs. happiness for billionaires. 48:55 - What Stig and William learned from Ray Dalio. 54:51 - Why pain + reflection = progress. 1:25:16 - What Stig and William learned from Charlie ..read more

Trey brings back TIP fan favorite, Mr. Ian Formigle. Together they discuss the future of office and retail, the risks of capital calls in a downward market, and much more. Ian is the Chief Investment Officer of Crowdstreet and our go-to expert on all things real estate, especially commercial real estate.  IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 08:32 - DIan’s outlook for 2023, especially as it pertains to the risks surrounding bank failures and other illiquidity issues. 15:01 - How interest rates and cap rates affect one another. 18:58 - Which asset class has the most upside opportu ..read more

Preston Pysh sits down with global macro and security intelligence thinker, Matthew Pines to talk about China and its deeply manipulated market conditions, Japan being a major choke point for international interest rates, central bank digital currencies, and many more interesting ideas. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:19 - How Matthew Pines became familiar with Bitcoin. 03:26 - Was the balance of payments between net producers and net consumers a reason why we have so many global issues? 07:29 - How often do companies Matthew consults with, bring up Bitcoin? 11:59 - What is th ..read more

On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding.  Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:11 - The virtues of philanthropy and good karma. 06:24 - How we can simplify both our investments ..read more

William chats with renowned hedge fund manager Guy Spier. Since launching the Aquamarine Fund in 1997, Guy has beaten the S&P 500 by 200 percentage points & the MSCI World index by 364 percentage points. He’s also the author of “The Education of a Value Investor.” In this conversation, Guy speaks candidly about the challenges he’s facing, including his fear that Russia’s war in Ukraine could escalate, creating a systemic risk for investors. He explains how he’s positioning his portfolio to survive & prosper in these perilous times, & he shares practical advice on how to maintai ..read more

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more! Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan. IN THIS EPISODE, YOU'LL LEARN: 0:00 - Intro 01:53 - How Kristof would summarize Q1 of 2023. 14:48 - How working with a wide array of managers helps inform his worldview. 26:52 - Wh ..read more

On today’s episode, Clay Finck reviews Gautam Baid’s book, The Joys of Compounding.  Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach. IN THIS EPISODE YOU’LL LEARN: 0:00 - Intro 05:54 - Why we should commit to lifelong learning. 14:49 - How mental models can help us make more rational and effect ..read more