MI232: Understanding Quantitative Easing w/ A...

Kyle Grieve and Shawn O’Malley analyze Formula One Group, a business that commands nearly a billion global fans, generates billions in revenue from only 24 live events, and boasts free cash flow margins nearly any business would envy. They’ll trace the company’s growth history, u ...  عرض المزيد

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 ...  عرض المزيد

IN THIS EPISODE, YOU'LL LEARN: 02:09 - Why Banks are at serious risk of losing deposits. 09:25 - Why the ECB is changing its tune on monetary policy. 17:01 - The recent Fed meeting. 39:46 - The underlying risk with pension funds using interest rate swaps. 58:44 - Expectation ...  عرض المزيد

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:31 - How Inflation has been winning the tug of war with Deflation, but not for long. 23:58 - The importance of the velocity of money. 29:12 - How supply chains have evolved and who we’ve ended up where we are.  55:18 - How China’s p ...  عرض المزيد

Stig Brodersen brings back one of our most popular guests, investment expert Lyn Alden. They discuss how to build a global portfolio. Lyn teaches how we can determine the most attractive equity markets, how to identify red flags, and how we can protect ourselves against inflation ...  عرض المزيد

IN THIS EPISODE, YOU'LL LEARN: 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers. 05:37 - Why we have a boom and bust cycle in the oil market. 15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental ...  عرض المزيد