MI Rewind: How to Beat Inflation w/ Joe Brown

In today's episode, Kyle Grieve and Shawn O’Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operate ...  Show more

In today's episode, Kyle Grieve and Shawn O’Malley analyze Fairfax Financial, the insurance conglomerate that Prem Watsa built from a near-bankrupt trucking insurer into a compounding machine often compared to Berkshire Hathaway. They break down Fairfax's insurance and non-insura ...  Show more

Trey Lockerbie chats with the very fun, Joe Brown of Heresy Financial. Joe is most known for his youtube channel, providing entertaining videos on a wide range of financial topics. Joe is a wealth of knowledge and provides an amazing framework for thinking through the current eco ...  Show more

IN THIS EPISODE YOU’LL LEARN: 01:24 - What are the primary drivers of inflation in 2022. 08:34 - How different asset classes perform during inflationary time periods. 21:45 - Why gold and cash flowing real estate can give good inflation protection. 25:36 - Why TIPS can help inves ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:20 - Why inflation will be moderate in the coming years. 08:44 - Why deflation is more likely than hyperinflation. 16:46 - Whether velocity of money is important for inflation. 25:22 - Whether a negative budget balance leads to inflation. 33:38 - ...  Show more

Investment expert Cullen Roche is back on the show to teach us a masterclass in inflation. You don’t want to miss out on this one! IN THIS EPISODE, YOU'LL LEARN: (01:06) What is inflation, and what is it not. (06:26) How much of inflation is due to base effects. (10:28) How can e ...  Show more