TIP562: How to Cope With Market Cycles

In this episode, Clay explores Zero to One by Peter Thiel, a foundational book on innovation, monopolies, and what it truly takes to build an enduring business. Thiel challenges the idea that progress comes from incremental improvement, arguing instead that the greatest companies ...  Show more

Parker and Preston explore the implications of the Clarity Act on Bitcoin's legal protections and public understanding. They examine how AI could both distract from and inform Bitcoin adoption, unpack the foundational economic value of Bitcoin, and delve into the "ribeye index" a ...  Show more

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 ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 02:41 - What is financial wellness? 08:41 - If he thinks investors can beat the market. 39:45 - How one should approach bull and bear markets. 44:10 - How you can identify companies that will become great in the future. 48:01 - Why Brian believ ...  Show more

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more! Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and man ...  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 we ...  Show more