TIP535: Insights from the World's Top Money M...

William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectua ...  Afficher plus

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can bett ...  Afficher plus

IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms.  06:51 - What markets and sectors David thinks are most attractive to invest in right now.  18:05 - David’s greatest learnings from studyin ...  Afficher plus

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are som ...  Afficher plus

IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing ( ...  Afficher plus

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more! Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. IN THIS EPISODE, YO ...  Afficher plus