Mailbag: Commercial Real Estate, Personal Finance, and International Investing

Mailbag: Commercial Real Estate, Personal Fin...

Up next

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse. Travis Hoium, Lou Whitem ...  Show more

Earnings Season Ramps Up -- And We've Seen Some Surprises

Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, ...  Show more

Recommended Episodes

333: How To Trade The Market Bubble In 2022 - Jim Rogers
Desire To Trade Podcast | Interviews with Highly Successful Traders

How To Trade The Market Bubble In 2022 In episode 333 of the Desire To Trade Podcast, I discuss with Jim Rogers on how to trade the market bubble in 2022. The market has been in an overbought stage for a while and full-time investor Jim Rogers knows all about it. You'll want to w ...  Show more

MI274: Investing in Emerging Markets w/ Perth Tolle
The Intrinsic Value Podcast - The Investor’s Podcast Network

Robert Leonard chats with Perth Tolle. In this episode, they discuss the relationship between Freedom metrics and returns for emerging markets, the four main autocratic risk factors impacting investments in countries under authoritarian rule, and more!  Perth Tolle is the founder ...  Show more

Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  Show more

Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ...  Show more