BTC055: What is the Cantillon Effect w/ Sahil...

On today's episode, Clay is joined by Daniel Mahncke to discuss the companies they find most interesting in today’s market. They discuss Mercado Libre’s long-term growth potential, Amazon’s expanding earnings power driven by AI and robotics, and how AI could impact Constellation ...  Show more

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

IN THIS EPISODE, YOU’LL LEARN: 5:35 - What it means to follow Essentialism. 11:03 - Why do you feel like you aren’t succeeding? 24:35 - When you need to practice saying no. 29:37 - How can you be a better and more focused investor? And much, much more! *Disclaimer: Slight ...  Show more

IN THIS EPISODE, YOU’LL LEARN:   04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets. 07:39 - Why the market expects inflation to come down in the near term. 11:43 - What a “Fed Put” is. 21:51 - Why the Federal Reserve raised interest rates we ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:53 - What it’s like working with Kevin O’Leary, aka - Mr. Wonderful. 26:02 - Connor’s thoughts on what’s to come in the market for 2022. 30:34 - The trends Connor is seeing in the FinTech space. 35:23 - What a sensible asset allocation looks ...  Show more

IN THIS EPISODE YOU’LL LEARN: 12:24 - What exactly value investing is. 12:24 - What are the common misconceptions about value investing. 42:11 - How Coronavirus will continue to impact the stock market. 1:01:27 - How investors build conviction to hold during hard times. And ...  Show more