TIP336: Mental Models Used by Billionaires w/...

In today’s episode, Stig Brodersen is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube. Stig pitches S&P ...  Show more

In today’s episode, Kyle Grieve and Shawn O’Malley discuss whether Airbnb’s recent slowdown was a warning sign or just building the groundwork for its next growth phase. They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could ...  Show more

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Sahil Bloom is the Founding Partner at $10M fund SRB Ventures, an angel investor in more than ...

Sahil Bloom, an investor, entrepreneur and writer, known for his newsletter The Curiosity Chronicle, joins Scott to discuss his latest book, The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Follow Sahil, @sahilbloom. Scott opens with his thoughts on the ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape. 04:30 - What asset classes does he invests in. 07:17 - How he analyzes the opportunity cost between two different individual stocks. 34:21 - What he'll be eyei ...  Show more