Millennial Investing - The Investor’s Podcast Network cover image

Millennial Investing - The Investor’s Podcast Network

Latest episodes

undefined
Dec 8, 2023 • 1h 15min

MI Rewind: China, Emerging & Frontier Markets w/ Kevin Carter

Kevin Carter, an expert in emerging and frontier markets, discusses getting started investing internationally, lessons from shorting Amazon, and the importance of investing in the emerging market consumer sector. He also highlights concerns about fraud and accounting standards in China.
undefined
Dec 5, 2023 • 56min

MI310: A Serial Acquirers Deep Dive w/ Chris Mayer

Chris Mayer, an expert in serial acquirers, discusses the qualities that make them compelling investments. Topics include valuation, decentralization, leverage in mergers, scaling serial acquirers, and traits of successful acquirers. He also shares his favorite debt ratios and the importance of aligning incentives between companies. A fascinating exploration of the world of serial acquirers.
undefined
Dec 4, 2023 • 55min

MI309: Liquid Assets: Investing in Fine Wine w/ Nick King

Nick King, CEO of Vint, talks about investing in fine wine. They discuss finding mispriced wine assets, wine as an arbitrage opportunity, and entrepreneurial success. They also cover Nick's background in value-based stock funds and how it influenced Vint's creation.
undefined
Nov 30, 2023 • 1h 2min

MI Rewind: Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy

Robert Leonard talks with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading, exchanges, cryptocurrency, and the rise of retail investors on the growth of the stock market. They discuss the evolution of stock markets, NASDAQ exchanges, market makers, and the future of capital markets. Kevin shares lessons learned as a trader and gives advice for young investors.
undefined
Nov 28, 2023 • 1h 7min

MI308: The Options Advantage For Value Investors w/ Matthew Peterson

Matthew Peterson, a fund manager in the investment industry, discusses the powerful effects of using post mortems, the benefits of a concentrated portfolio, how to own shares at below-market prices with options, insights into his structured dividend capture system, updates on a recently exited business, and more.
undefined
Nov 24, 2023 • 1h 9min

MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead

Robert Leonard chats with Adam Mead, CEO of Mead Capital Management, about Warren Buffett, Charlie Munger, and Berkshire Hathaway. Topics include their influence on each other's investing approach, the impact of Benjamin Graham, the relevance of value investing today, misconceptions about Berkshire Hathaway, and the future of the company after Buffett and Munger.
undefined
Nov 21, 2023 • 1h 4min

MI307: Unpacking The Money Mind w/ Robert Hagstrom

Investment expert and author, Robert Hagstrom, discusses the benefits of reading fiction for investing, best mental models he learned from Bill Miller, understanding complex adaptive systems, using the DCF model according to Buffett and Munger, strategies for using multiple mental models, and interesting data points on concentrated portfolios.
undefined
Nov 20, 2023 • 51min

MI306: Almanacks and Anthologies w/ Eric Jorgenson

Eric Jorgenson, author of The Almanack of Naval Ravikant and the Anthology of Balaji, discusses key learnings from writing the Almanack, building the future according to Balaji, Balaji's bitcoin bet, and Eric's new role at Scribe media.
undefined
Nov 17, 2023 • 1h 13min

MI Rewind: Infinite Banking with Chris Naugle

Robert Leonard and Chris Naugle discuss the concept of “infinite banking.” They cover what it is, how to use it to get out of debt, who uses it successfully, and how to use it to build wealth. They also touch on the difference between whole life insurance and mutually owned whole life insurance, using life insurance to buy cars, and building wealth with insurance companies.
undefined
Nov 14, 2023 • 56min

MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham

Lawrence Cunningham discusses Warren Buffett’s focus on value, long-term perspective, importance of self-reflection, capital efficiency metrics, and identifying under the radar businesses. They explore the role of quality shareholders and the exceptional nature of certain businesses. They also discuss the importance of learning from mistakes, using NetSuite for business operations, and the significance of self-reflection in investment decision-making. Additionally, they touch on Berkshire Hathaway’s dividend history, Warren Buffett’s acquisitions through personal connections, and finding a balance between autonomy and oversight in business.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode