Navigating Public Investment Challenges

This chapter explores the complexities of managing a public investment portfolio, highlighting the disconnection between personal preferences and audience interests. It discusses the significance of transparency in investment performance and addresses biases that can arise from public investment sharing. Furthermore, the chapter delves into the ongoing debate between active and passive investing, emphasizing the unique advantages of individual investors and the need for strategies that align with personal financial goals.

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Episode notes

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) chats with Clay Finck and Kyle Grieve of our We Study Billionaires podcast. Shawn reflects with Clay and Kyle on some of their favorite moments as Millennial Investing hosts in the past, from chatting with William Green to discussing whether we are in an “Everything Bubble” and how passive investing has affected markets.

You’ll learn how Clay has evolved as an investor since joining The Investor's Podcast Network, how Kyle built out his stock portfolio and the challenges of doing so publicly, what has resonated with them the most from studying legendary investors, and updates on our new show — The Intrinsic Value Podcast — plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

00:29 - What to expect from our new show, The Intrinsic Value Podcast

03:10 - How Clay has evolved since joining The Investor's Podcast

13:00 - Whether markets are in an “Everything Bubble” and how to manage anxiety as an investor

17:08 - How Kyle built out his portfolio of individual stocks

37:31 - What it means to have skin in the game as a public personality and investor

45:03 - How passive investing has changed financial markets

49:38 - Why Clay and Kyle both choose to be active investors

58:53 - What surprised William Green most about legend investors from his interactions with them

1:02:40 - What has resonated with Clay and Kyle the most from studying legend investors

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Listen to Clay Finck and Kyle Grieve on We Study Billionaires or watch them on YouTube.
Listen to MI131 with William Green and Clay Finck | Youtube Video.
Listen to MI167 with Eric Balchunas and Clay Finck | Youtube Video.
Listen to MI197 with Scott Nations and Clay Finck | Youtube Video.
Listen to MI345 with Brian Stoffel and Kyle Grieve | Youtube Video.
Check out William Green’s book Richer, Wiser, Happier.
Meet up with us at the 2025 Berkshire Hathaway shareholder’s meeting in Omaha.
Check out the books mentioned in the podcast here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

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Connect with Shawn: Twitter | LinkedIn | Email

Connect with Clay: Twitter | LinkedIn | Email

Connect with Kyle: Twitter | LinkedIn | Email

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