TIP539: The Banking Crisis Explained w/ Shawn...

In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across ...  Show more

In this episode, Stig Brodersen welcomes back Ian Cassel, founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, to discuss his new book, Stock Picker. They dig into why most microcaps must be sold within 36 months, why Ian never holds a large cash position, ...  Show more

Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics. Joseph is the CIO at Monetary Macro, and pre ...  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 well aft ...  Show more

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) shares his favorite insights from Michael Mauboussin’s excellent book, More Than You Know. You’ll learn how the stock market is like a complex adaptive system, the importance of having a clear investment philosophy, the psychol ...  Show more

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), host Alex Lieberman talks about what this current climate means in the long term for beginner and seasoned investors alike, with Fide ...  Show more