MI263: Gold Through The Ages: Understanding i...

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuatio ...  عرض المزيد

Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 – Intro 00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case 00:09:15 – Why Snapchat is unli ...  عرض المزيد

On today's show, we talk to a precious metals expert, David McAlvany, about whether an investor should include gold, silver, or platinum in their portfolio. IN THIS EPISODE YOU’LL LEARN: Why value investors should consider gold if they deem the stock market overvalued. Why inv ...  عرض المزيد

In this episode, Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book, Broken Money. In this first part episode of two, you’ll quickly hear why Stig and Preston think Broken Money is one of the best books they read in 2023.  IN THIS EPISODE, YOU’LL LEARN: 00:00 ...  عرض المزيد

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 ...  عرض المزيد

On today’s episode, Clay chats with Scott Patterson about his new book - The Chaos Kings.  The Chaos Kings tells the story of the hedge fund that achieved average annual returns of over 105% from 2008 through 2019, and how Bill Ackman had a $27 million dollar bet that turned into ...  عرض المزيد