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Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O'Malley.
This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey.Tune in each week and start growing your knowledge and wealth today!
Follow Shawn on X @Shawn_OMalley_.
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REI177: Building Wealth One Deal at a Time w/ Patrick Donley
Patrick Donley sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast where they interview Patrick on how he got started in his real estate investing career, his real estate investing strategies, the pros and cons of running a fix and flip business, why he is transitioning from residential to commercial RE, and what he’s learned being the co-host of The Real Estate 101 podcast.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:46 - How his first real estate investments went.
03:58 - What Patrick learned growing up in a real estate family.
27:08 - What the pros and cons of fix and flips are.
21:46 - How his real estate strategies have evolved over his career.
31:33 - How he is financing his deals.
31:33 - How he is transitioning from residential to commercial real estate investing.
39:18 - Why he decided to focus on just one niche in just one area.
39:18 - What it has been like hosting the Real Estate 101 podcast and his top guest takeaways.
42:56 - What his most complicated renovation project looked like.
01:00:10 - What his best investment has been.
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.
Robert’s book The Everything Guide to House Hacking.
Hillybilly Elegy by J.D. Vance.
The Canadian Real Estate Investor Podcast.
Rich Dad Poor Dad by Robert Kiyosaki.
Cashflow Quadrant by Robert Kiyosaki.
Confessions of a Real Estate Entrepreneur by James Randel.
Berkshire Hathaway Letters to Shareholders by Warren Buffett.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Dan: Twitter | Website | LinkedIn
Connect with Nick: Twitter | Website
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01:01:0303/04/2023
MI Rewind: Bitcoin is for Millennials w/ Preston Pysh
Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more!
Preston is a leading voice in the Bitcoin space, and has been a guest on the number of Bitcoin focused podcasts.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
20:45 - How Bitcoin price will perform if we see another deflationary shock in the markets.
36:52 - What the incentives are for continued Bitcoin adoption.
44:29 - The most important metrics Preston looks at to test his Bitcoin thesis.
54:08 - Why Bitcoin hasn’t hit Preston’s $100k price target.
57:43 - The potential risks that Preston sees in Bitcoin.
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.
A visual representation of Bitcoin’s growth.
Bitcoin Fundamentals show hosted by Preston Pysh.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Preston: Twitter
Connect with Clay: Twitter
Connect with Robert: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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01:06:5231/03/2023
MI265: How to Be a Successful Investor Without Picking Winners w/ Larry Swedroe
Rebecca brings back Larry Swedroe. Together they talk about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more!
Larry Swedroe is head of the financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
01:43 - The difference between Alpha vs Beta.
09:39 - Why is the ability to generate alpha shrinking.
15:01 - How competition has played an increasing role in reducing alpha over time.
22:56 - What would happen if everyone went passive.
30:18 - Larry’s perspective on concentration vs diversification.
37:29 - Why good businesses are not as good investments.
59:15 - Should investors prefer dividend paying stocks over non-dividend paying stocks.
*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.
Check out Larry’s Book: The Only Guide to a Winning Investment Strategy You'll Ever Need
Check out Larry’s Book: Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals.
Check out Larry’s Book: Investment Mistakes Even Smart Investors Make and How to Avoid Them.
Check out Larry’s Book: Your Complete Guide To Factor-Based Investing
Check out Larry’s Book: The Incredible Shrinking Alpha: How to be a successful investor without picking winners
Check out: Buckingham Wealth Partners
Check out Larry’s writings: Alpha Architect.
Related Episode: Listen to MI238: A Guide To A Winning Investment Strategy w/ Larry Swedroe, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Public
Airbnb
Meyka
Fundrise
NetSuite
Connect with Rebecca Twitter | Instagram
Email: [email protected]
Connect with Larry: Twitter |LinkedIn
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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01:02:4528/03/2023
REI176: Lessons from a Serial Entrepreneur w/ Levi Benkert
Patrick Donley sits down with Levi Benkert, who is the CEO of Harbor Capital. Levi shares his incredible journey in life and real estate, they also dove into some of his many business ventures, his experience moving to Ethiopia and starting a non-profit along with several other businesses.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:14 - Why Levi may be the most interesting man on RE Twitter.
04:12 - How he bypassed college and went right into entrepreneurship.
18:44 - How he had a big gain from buying an expensive home with 5 acres and subdividing it.
18:44 - What the 2008 Great Financial Crisis was like for him.
24:07 - What his first fix and flip at 18 was like.
38:56 - Why he and his family choose to start a non-profit in Ethiopia?
38:56 - How he launched several successful businesses in Ethiopia.
48:33 - Why he returned to Texas to launch Harbor Capital and focus on industrial real estate.
59:31 - How that large gain led to further land development deals.
60:44 - What building and running an Airbnb house has been like.
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.
Robert’s book The Everything Guide to House Hacking.
Richest Man in Babylon by George Clason.
Rich Dad Poor Dad by Robert Kiyosaki.
Titan by Ron Chernow.
Shoe Dog by Phil Knight.
Essentialism by Greg McKeown.
No Greater Love by Levi Benkert.
The Cashflow Quadrant by Robert Kiyosaki.
Who Not How by Dan Sullivan.
Traction by Geno Wickman.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Levi: Twitter | Website
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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01:08:0227/03/2023
REI175: An Insider’s Guide to Airbnb w/ Taylor Jones
Patrick Donley and Taylor Jones talk all about Airbnb rentals and how Techvestor is making it easier to invest in the space without all the headaches of owning and operating your own short-term rental. Taylor is the head of acquisitions for Techvestor.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:23 - What the three skillsets you need to be excellent at Airbnb.
05:23 - How the right amenities can make a huge difference in revenue.
07:10 - What Taylor’s first Airbnb personally looked like.
13:56 - How dynamic pricing strategies work to maximize revenue.
17:00 - Steps to take for your first Airbnb listing.
29:43 - What some of the common pitfalls that trip people up on Airbnb investments.
36:37 - How Techvestor is uniquely organized to capitalize on the Airbnb trend.
44:48 - Why it is important to get the acquisition price right and how to do it.
58:01 - What Taylor thinks about the murmurings of an Airbust.
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.
Robert’s book The Everything Guide to House Hacking.
Good to Great by Jim Collins.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to TIP503: The Story of Airbnb and Brian Chesky, or watch the video.
Related episode: Listen to REI077: Masterclass in Self-Storage w/ Nick Huber, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Taylor: Twitter | Website
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01:06:2622/03/2023
MI264: How to Pick Stocks Using Earnings Estimate Revisions, Price Trends, and Valuations w/ Sam Burns
Rebecca Hotsko and Sam Burns discuss, Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more!
Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.
Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.
IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
02:45 - The current state of the market and Sam’s outlook for 2023.
09:46 - Why the market has held up so far despite the negative revisions to analyst’s earnings estimates.
24:34 - Sam’s specialty at Mill Street research which is tracking analyst earnings revisions.
30:32 - How analyst earning revisions can be used to inform an investment strategy.
35:49 - Investment strategies related to analyst earnings revisions, including the sectors that are seeing better-than-expected revisions.
47:31 - Which sectors have seen the most downward revisions in earnings estimates?
50:06 - Which sectors Sam is most bullish on long term.
53:03 - The indicators Sam is watching that indicator the market may be on an uptrend.
*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.
Check out: Mill Street Research.
Related Episode: Listen to MI255: Navigating Bubble 3.0: Is This Time Different? w/ David Hay, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Toyota
Monarch Money
Range Rover
Public
Airbnb
Fundrise
NetSuite
Connect with Sam: Website | Twitter
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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53:5721/03/2023
REI174: Mastering Mindset for Real Estate Success w/ John Plumstead
Patrick Donley sits down with John Plumstead, who is a full-time real estate professional and owner of Gray Line Investments. They talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. How John set a goal to be on the Army football team and became captain of the team.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:34 - How John set a goal to be on the Army football team and became captain of the team.
20:45 - Why owning and operating an ice cream store provided a priceless education.
35:04 - Why having a little bit of a chip on your shoulder can be a good thing.
36:17 - Why he and his partner decided to focus on self-storage.
36:18 - What he learned about mindset and overcoming mental barriers while teaching at West Point’s Center for Enhanced Performance.
41:51 - What real estate books he would use to teach a West Point real estate class.
53:40 - What his goals are for his company, Gray Line Investments.
1:00:49 - What his top tips are for mastering a winning mindset.
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.
Robert’s book The Everything Guide to House Hacking.
The Book on Rental Property Investing by Brandon Turner.
The 4-Hour Work Week by Tim Ferriss.
The Dhandho Investor by Mohnish Pabrai.
The Investor’s Guide to Growing Wealth in Self Storage by AJ Osborne.
The Commercial Real Estate Playbook — John’s podcast.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI153: 1300 Units in 21 Months w/ Sultan of Storage, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Airbnb
Range Rover
Meyka
Fundrise
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with John: Twitter | LinkedIn | Website
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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01:06:5420/03/2023
MI Rewind: Retiring at 35 w/ Steve Adcock
Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20’s.
22:01 - How much Steve and his wife had saved prior to making the leap to early retirement.
33:44 - The pros and the cons of early retirement.
41:36 - What Steve’s thoughts are on the follow your passion versus earn more money debate.
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.
Morgan Housel’s book The Psychology of Money.
Robert Kiyosaki’s book Rich Dad Poor Dad.
Thomas Stanley and William Danko’s book The Millionaire Next Door.
JL Collin’s book The Simple Path to Wealth.
Related Episode: Listen to MI041: The Simple Path To Wealth w/ JL Collins, or watch the video.
Related Episode: Listen to MI120: Bitcoin and Financial Independence w/ Jim Crider, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Steve: Twitter | Instagram
Connect with Clay: Twitter
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47:1617/03/2023
REI173: The Power of Cost Segregation w/ Yonah Weiss
Yonah Weiss does a deep dive on cost segregation. As business director at Madison SPECS, a national cost segregation leader, he’s assisted clients in saving hundreds of millions of dollars on taxes through cost segregation.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
08:02 - What his early career was like as an educator.
09:32 - How he transitioned in his 30’s to real estate after his teaching career.
23:42 - Why fix and flips weren’t for him.
24:09 - Why he feels your network is your net worth.
37:49 - How he became an expert in cost segregation.
37:49 - What cost segregation is and the tax savings it can generate.
54:31 - How bonus depreciation works and how the IRS will treat it in the coming years.
56:40 - How he continues to give back and teach through social platforms and his podcast.
01:03:11 - What the most impactful book has been for him.
01:03:22 - How he views success.
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.
Related episode: Listen to: REI120: Tax Strategies for Real Estate Investors w/ Amanda Han, or watch the video.
Weiss Advice Podcast.
Robert’s book The Everything Guide to House Hacking.
The 7 Habits of Highly Effective People by Stephen Covey.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Yonah: Twitter | LinkedIn | Website
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01:00:0815/03/2023
MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson
Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more.
Dana Samuelson is the President of American Gold Exchange, Inc. with 42 years trading precious metals and rare U.S. gold and silver coins.
IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
3:00 - What rare gold coins are, and how does this investment differ from other gold/silver investments?
10:54 - How gold’s role in the monetary system has changed over time and how that’s impacted the price.
15:06 - What is the relationship between Gold, the USD, and other currencies?
23:45- How the price of gold changed after being fixed in the 1930s to then floating in 1971.
24:00 What are the main factors that drive gold prices to go up and down?
25:59 - How the money supply impacts the price of gold.
29:59 - Is there a typical market cycle for gold?
34:03 - What would happen if people lost faith in the US’s ability to service the country’s massive debt loads?
35:41 - How a payment system of gold for oil would work and is this a likely scenario?
38:41 - Could China be stocking up on gold to potentially go on a gold or silver standard?
49:30 - Dana’s outlook for gold and silver.
55:49 - Why does it matter if less dollars are used internationally?
*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.
Check out: American Gold Exchange.
Related Episode: Listen to MI248: Inflation Is Here To Stay w/ Tavi Costa, or watch the video.
NEW TO THE SHOW?
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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
Support our free podcast by supporting our sponsors:
Toyota
Monarch Money
Range Rover
Public
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HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Connect with Dana: Website | Email
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
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56:3814/03/2023
REI172: Preserving the Past Using Historic Tax Credits w/ John Blatchford
Patrick Donley chats with John Blatchford, who is the founder of Kunst, which is a developer of properties built in the 1800s. He shares his thoughts about how he got started in the preservation of historic buildings and the advantages of using historic tax credits to improve his returns.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
11:50 - Why he decided to leave his W-2 job to pursue real estate full-time.
15:37 - How he learned about the advantages of historic tax credits.
25:00 - What the business model is for his company, Kunst.
36:45 - What the process is like for applying for historic tax credits.
39:14 - How John got his start in historic buildings by purchasing a $5000 building in Cincinnati.
45:00 - What his tech stack looks like to operate his business.
45:00 - Where and how he raised the initial capital to fund his projects.
49:28 - What his best advice would be for someone interested in real estate development.
56:32 - How his love of pickleball developed.
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.
Robert’s book The Everything Guide to House Hacking.
How to Win Friends and Influence People by Dale Carnegie.
War of the Worlds by H.G. Wells.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI155: Building a Boutique Property Empire w/ Moses Kagan, or watch the video.
Related episode: Listen to REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney, or watch the video.
Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with John: Twitter | LinkedIn | Website
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01:03:5513/03/2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How Tony views the current market landscape and what investors can do to benefit.
29:31 - What commodities Tony expects to perform well in an inflationary environment.
29:31 - The five classes of hard assets Tony considers to hedge inflation.
35:29 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class.
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.
Related Episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.
Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Tony: Website | LinkedIn | Twitter
Connect with Clay: Twitter
HELP US OUT!
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43:1010/03/2023
REI171: The Journey to Early Retirement w/ Dave from Side Hustle Houses
Patrick Donley sits down with Dave from Side Hustle Houses on real estate Twitter, to talk about his journey to early retirement through building out his real estate portfolio. Learn the steps Dave has taken to grow his portfolio from an initial house hack to five rentals on an educator's salary, and more.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:10 - How Dave first got turned on to the concept of financial independence.
07:52 - What resources he turned toward to learn about investing and real estate.
12:50 - How he got his start with a house hacking investment.
17:59 - How he has built his portfolio on an educator’s salary.
19:08 - How he is self-managing the properties and his philosophy of being a great landlord.
42:48 - What the impact Twitter has played on his growth and learning.
44:26 - What his ultimate goals are for his portfolio and what he needs to retire.
49:55 - What his five golden value boosters he does to any property.
01:03:36 - How he is planning to spend his time once he hits FI.
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.
Robert’s book The Everything Guide to House Hacking.
Your Money or Your Life by Vicki Robin and Joe Dominguez.
Losing My Virginity by Richard Branson.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Dave: Twitter
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01:05:3008/03/2023
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger.
05:10 - Why having a margin of safety is key to their investment process.
09:36 - The four principles of Warren Buffett’s investing strategy.
13:14 - The different types of moats companies can have.
13:14 - How to assess whether a company has a sustainable moat.
33:42 - The key steps of valuing a company the Warren Buffett way.
33:42 - Why Buffett prefers to look at owners earnings as a valuation metric.
37:31 - What qualities and quantitative factors would indicate that a company has good management?
43:39 - How companies get on their radar.
*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.
Check out: Investing Mastermind Podcast.
Check out Michelle’s Youtube.
Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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55:4407/03/2023
REI170: Transforming Spaces w/ Antonia Botero
Patrick Donley chats with Antonia Botero, who owns The MADDPROJECT, a boutique real estate project management and consulting firm. She talks about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:26 - What it was like growing up in a real estate family in Columbia.
08:20 - Why robotics played such an important part in her life.
27:17 - How her journey in academia shaped her.
35:22 - Why she wanted to get out into the field and learn construction hands-on.
45:04 -What repositioning a New York office building into luxury apartments was like.
49:14 - How she started her company, MADDPROJECT, and what they focus on.
01:20:00 - How the art of asking is a key skill to develop.
01:24:46 - What it’s been like designing and building her own mountain ski home in Park City.
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.
Robert’s book The Everything Guide to House Hacking.
The Art of Asking by Amanda Palmer.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI165: Taco-Oriented Development w/ Eric Weatherholtz, or watch the video.
Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Email: [email protected]
Connect with Antonia: Website | Twitter | LinkedIn
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01:25:2406/03/2023
MI Rewind: Richer, Wiser, Happier w/ William Green
Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, and much, much more!
William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:56 - What led William to study the best investors not just to discover the investing lessons, but also to learn how to live a better life.
13:10 - What William’s biggest takeaways are in interviewing and studying Charlie Munger.
38:23 - The lessons William learned in simplifying an investment approach.
45:30 - What it takes to know if you’re ready to buy individual stocks and try to outperform the market.
56:34 - The benefits of having conservative finances and how Bill Miller has influenced how he views this subject.
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.
William Green’s book, Richer, Wiser, Happier.
William Green’s book, The Great Minds of Investing.
William Green’s book, The Education of a Value Investor.
Related Episode: Listen to TIP398: Wisdom From the Greatest Investors w/ William Green, or watch the video.
Related Episode: Listen to MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
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Connect with William: Website | LinkedIn | Twitter
Connect with Clay: Twitter
HELP US OUT!
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01:19:1403/03/2023
REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro
Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
17:27 - How Donovan got his start in house hacking.
17:39 - What the pros and cons of house hacking are.
17:39 - What resources and first steps would he recommend to beginning investors?
27:15 - What it took to break into the development world.
33:01 - Why he jumped from house hacking to developing duplexes.
37:40 - What the steps are from purchasing a vacant lot to the final end product.
40:32 - How he went about raising capital.
57:09 - What his exit strategy is plus his plans for the future.
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.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyosaki.
The Go Giver by Bob Burg.
Set for Life by Scott Trench.
Richer, Wiser, Happier by William Green.
Related episode: Listen to MI215: The Everything Guide to House Hacking w/ Robert Leonard, or watch the video.
Related episode: Listen to REI090: The Guide to Real Estate Investing w/ Brandon Turner, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Donovan: Website | Twitter | LinkedIn | Instagram
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01:12:2601/03/2023
MI261: Building a Second Brain w/ Tiago Forte
Rebecca Hotsko chats with Tiago Forte about "Building a Second Brain," including how it enhances productivity, improves creativity, helps manage information overload, and much more!
Tiago Forte is the Creator of Building a Second Brain, Founder at Forte Labs where he helps people improve their productivity using the principles, techniques, and tools of design thinking.
IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
02:38 - What “Building a Second Brain” is and how it can help us be more productive, and creative to improve our informational life.
11:40 - How to use your Second Brain to deal with information overload.
20:17 - How to improve productivity by prioritizing tasks in the most efficient way.
23:26 - Tiago’s approach to making and tackling a to-do list in the most productive way.
29:43 - What are some common pitfalls he sees individuals make that hold them back from reaching their goals?
39:18 - The difference between having a goal vs a project.
41:04 - How Building a Second Brain can help us become better investors.
*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.
Check out: Building a Second Brain.
Tiago’s writings: Forte Labs Blog.
Related Episode: Listen to : MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts , or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
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Public
Connect with Tiago: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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51:1928/02/2023
REI168: The Road to Commercial Real Estate Success w/ Matt Lasky
Patrick Donley and Matt Lasky do a deep dive on commercial real estate and what it takes to succeed in the business.
Matt brings over a decade of experience in commercial real estate investing, leasing, finance, portfolio and asset management to his role as Managing Partner at Equity Velocity Funds.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:21 - Why Matt chose a career in commercial real estate instead of a more traditional finance path.
04:21 - What the first year was like in the commercial brokerage industry.
08:13 - How a younger person can add value to senior partners.
11:52 - How much a CRE broker can expect to make in their first few years in the business.
40:42 - Why he focuses on medical office buildings.
48:11 - What happened in one of his worst deals and how he dealt with it.
59:59 - How he would recommend someone scale a commercial brokerage business.
01:02:54 - What asset class he is not working in, but keeps thinking about.
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.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, or watch the video.
Related Episode: Listen to REI160: The Fundrise Approach w/ Ben Miller, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Matt: Website | Twitter
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01:00:4327/02/2023
MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher
Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
09:10 - What ESG investing is, and why it’s a focus of James’ fund.
16:29 - Whether ESG investing enhances, or hinders long-term returns.
22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.
27:34 - What emerging markets James’ fund invests in.
44:53 - How James thinks about the role of cash in a portfolio.
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.
Check out Ethos Investment Management.
Check out Young Investors Society.
Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.
Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with James: Website | LinkedIn
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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53:1024/02/2023
MI260: Top Stock Picks For 2023 w/ Logan Kane
Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:12 - How to be a better bull with IJR and IJH.
03:12 - What’s the difference between tactics and strategies?
16:31 - Are the new AI platforms like ChatGPT a major threat to Google’s status as the top search engine platform long term?
18:17 - How to be a better bear with VMSXX and VMFXX.
26:35 - Why bank stocks are Logan’s top stock picks for 2023, and which banks he thinks offer the best risk/reward opportunities.
35:46 - What return stacking is and how this strategy works?
46:02 - An overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA.
57:22 - His thoughts on the Grayscale Bitcoin ETF (GBTC).
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.
Check out Logan’s articles: Seeking Alpha.
Check out Logan’s writings: Substack.
Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Logan: Seeking Alpha
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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59:2223/02/2023
REI167: The Art of Real Estate Development w/ Asi Cymbal
Patrick Donley talks with Asi Cymbal about the inspiration his mother provided watching her lift the family’s fortunes through real estate, what he learned from a $20,000 per year job with mixed-used pioneer Howard Jacobs, how he broke into development in both New York and Miami, how the downturn of 2008 provided an opportunity that changed his life, what early retirement was like and why he choose to return to the world of real estate development.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:32 - Why his mom is one of his real estate investment heroes.
07:45 -What his early inspirations were for pursuing a real estate career?
07:45 - Why he chose to go to law school.
08:59 - How he found an incredible mentor at a $20,000 per year job.
11:06 - What it was like breaking into development in New York City.
15:19 - How he made the transition from NYC to Miami.
19:03 - How the 2008 Great Financial Crisis provided the opportunity that allowed him to retire.
54:25 - What retirement was like and why he choose to come back to start his current company.
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.
Robert’s book The Everything Guide to House Hacking.
Think and Grow Rich by Napoleon Hill.
Good to Great by Jim Collins.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related Episode: Listen to REI155: Confessions of a Real Estate Entrepreneur w/ Moses Kagan, or watch the video.
Related Episode: Listen to REI159: From Reception to Urban Infill Developer w/ Sean Sweeney, or watch video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Asi: Website | Twitter
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01:00:3122/02/2023
MI259: Strategies for Success in Entrepreneurship w/ Nicholas Hutchison
Rebecca chats with Nicholas Hutchison about the origins of BookThinkers and the books that influenced Nicholas the most on his personal growth journey. Additionally, they delve into the most significant lessons Nicholas learned as an entrepreneur that contributed the most to his achievements, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:32 - How Nicholas started BookThinkers and what books were most impactful in his personal development journey.
08:09 - Lessons he learned from books on business and entrepreneurship that weren't taught in business school.
10:34 - Some of the biggest lessons he has learned in his journey as an entrepreneur.
12:43 - The most influential piece of advice he received that had the greatest impact on him.
18:56 - The lessons and key takeaways from his favorite books.
26:47 - His top books that had the biggest impact on building better habits/routines.
36:27 - His top tips and framework for how we can be more intentional with our reading and better apply what we’ve read.
44:49 - His tips on how we can retain more information.
*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.
Check out: BookThinkers.
Check out: BookThinkers Podcast.
Related Episode: Listen to : MI162: Is Now the Time to Own Gold? w/ Tavi Costa , or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Nicholas: Website |LinkedIn
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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53:0721/02/2023
REI166: The Impact of Artificial Intelligence on Real Estate w/ Pavan Agarwal
Patrick Donley sits down with Pavan Agarwal about how his company, Sun West Mortgage is using artificial intelligence to improve the mortgage underwriting process with a product they call Morgan. Morgan utilizes what's called empathetic technology to expedite and enhance the entire loan approval process.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:09 - The lessons Pavan learned from his father on running a business.
04:05 - How he learned about both real estate and the mortgage industry from a young age.
14:14 - What empathetic technology is.
22:56 - How Morgan can enhance the underwriting process.
33:19 - Why Morgan benefits buyers, sellers, and realtors.
34:12 - What it was like creating a Super Bowl ad for Morgan.
46:56 - How AI will continue to disrupt the real estate industry.
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.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
Related Episode: Listen to TIP158: Artificial Intelligence and the Rise of Robots w/ Martin Ford, or watch the video.
Related Episode: Listen to TIP211: The Impact of Artificial Intelligence on Finance w/ Dr. Wesley Gray, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Pavan: Website
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47:4720/02/2023
MI Rewind: Life as a Podcast Host, Investing in FinTech, & Buying Rental Properties w/ Robert Leonard
Robert Leonard talks about his life as a podcast host and a real estate investor, investing in FinTech companies, and much, much more!
Robert is a real estate and stock investor, entrepreneur, and Certified Management Accountant. Robert has published his own book on house hacking, The Everything Guide To House Hacking.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:51 - How Robert ended up becoming a podcast host.
17:52 - What is included in the TIP Finance tool, and how he uses it in his own portfolio.
33:27 - Why Robert is bullish on FinTech companies, and which companies he owns to benefit from the trend to a cashless society.
38:18 - How Robert got a real estate deal for 0% money down.
40:16 - What real estate investments Robert currently holds.
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.
Robert’s Intrinsic Value assessment on Autozone.
Robert’s Intrinsic Value assessment on Square.
Check out our Investing Starter Packs about business and finance.
Related Episode: Listen to REI097: Deep Dive into My RV Rental w/ Robert Leonard, or watch the video.
Related Episode: Listen to REI099: How I got into Real Estate & Long-Distance Investing w/ Robert Leonard, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Robert: Website | Instagram | Twitter
Connect with Clay: Twitter
HELP US OUT!
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59:1817/02/2023
MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
Rebecca Hotsko chats with Chance Finucane, who is a partner, and Chief Investment Officer at Oxbow Advisors. They discuss Chance’s current outlook for the market and economy for 2023, why he expects a recession sometime in 2023, what’s driving investors’ complacency in the market, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:41 - Why Chance expects a recession sometime in 2023 and the stock market to decline by about 20%.
03:55 - What’s driving investors’ complacency in the market, despite being so pessimistic.
07:43 - What a Fed Pivot means for the stock market and the economy.
10:54 - Which leading indicators Chance is relying on to help inform his investment decisions.
11:51 - What would be the catalyst to cause investors to start selling.
12:52 - Why Chance thinks the defensive sectors are the most overvalued parts of the market still.
24:34 - The sectors that typically outperform coming out of a recession.
24:34 - How much the stock market would drop if earnings downgrade as expected.
26:21 - What Oxbow’s investment process looks like for their high growth equity strategy.
27:58 - Why he thinks earnings estimates are still too high for 2023.
30:20 - Why Google is one of their biggest holdings for their equity strategy and looks attractive at today’s price.
31:32 - Which tech stocks he thinks are undervalued and overvalued at today’s prices.
42:10 - Why Chance is still bullish on energy long term despite recently reducing some exposure to positions.
48:27 - Why he thinks this next decade could be more like the 1970s with waves of inflation.
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.
Check out: Oxbow Advisors.
Related Episode: Listen to MI231: History's Biggest Financial Bubble w/ David Hay, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Public
Airbnb
Meyka
Fundrise
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Connect with Chance: Website | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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47:0116/02/2023
REI165: Taco-Oriented Development w/ Eric Weatherholtz
Patrick Donley talks with Eric Weatherholtz, who is a real estate developer, food and beverage investor, and walkable neighborhood enthusiast. Eric discussed some of the key lessons he learned working on a ranch on how to build a successful life, his views on how the popularity of a wine bar sparked his current real estate strategy, what it means to be a “taco-oriented” developer, and how his projects benefit from the “halo effect.”
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:02 - Eric’s key lessons from working on a ranch were on how to build a successful life.
07:47- How he first broke into the real estate development business.
08:03 - How Eric would advise a younger person interested in following in his footsteps.
17:56 - Why a key insight from a popular wine bar influenced his current strategy.
26:00 - How he builds vibrant spaces and what he includes in his projects.
26:00 - What the benefits of the “Halo effect” are.
26:06 - What it means to be a “Taco-oriented” developer.
46:24 - What it means to be a “Real estateur”.
56:05 - Where the focus of his time and attention have been lately.
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.
Robert’s book The Everything Guide to House Hacking.
Legends of the Fall by Jim Harrison.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
Related Episode: Listen to REI155: Confessions of a Real Estate Entrepreneur w/ Moses Kagan, or watch the video.
Related Episode: Listen to REI159: From Reception to Urban Infill Developer w/ Sean Sweeney, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Eric: Website | Twitter | LinkedIn
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55:5615/02/2023
MI257: Is it Possible to Retire Early? w/ Tyler Wright
Rebecca chats with Tyler Wright. They delve into Tyler's journey to financial freedom at the young age of 27, his thoughts on investing during a down market, and so much more!
Tyler is a stock and real estate investor and entrepreneur who built the company Defining Wealth which helps people define what wealth is to them and achieve financial freedom.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:18 - How Tyler became financially free by 27 years old, and how you can too.
14:55 - Is it possible to retire early and what does it actually take to get there?
24:40 - Some realistic examples of how you could achieve financial freedom within 10 years.
30:15- What the 4% rule is, and how to use it to figure out how much money you need to retire early.
45:39 - Tyler’s investment strategy for 2023 and how he thinks about investing in down markets.
53:42 - The common hurdles faced when trying to fast track your retirement journey and how to overcome them.
56:33 - Tyler’s advice on the best ways to get started for someone wanting to begin their journey to financial independence.
*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.
Check out Tyler’s definingwealthonline.com.
Related Episode: MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Tyler: (@DefiningWealth): Twitter
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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59:4714/02/2023
REI164: Intelligent Design w/ Bobby Fijan
Patrick talks with Bobby Fijan about apartment floorplans and his career as a real estate developer.
Bobby has been involved in real estate startup companies his entire career. In 2011, he started Cross Properties with three other partners in the basement of a seminary. In 2021, Bobby founded Form Analytics which is a data technology company that optimizes apartment floorplans.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:57 - How Bobby got started as a real estate developer.
10:17 - Why Bobby wants to become the Bill James of apartment floorplans.
38:22 - What his experience doing office conversion to residential has been like.
48:06 - Why floor plans are often an afterthought.
50:28 - What the most optimal floorplan design is.
01:00:33 - What his two guiding beliefs are when it comes to apartments.
01:01:04 - What one asset class he thinks will do well in the coming years.
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.
Robert’s book The Everything Guide to House Hacking.
Related Episode: Listen to REI155: Confessions of a Real Estate Entrepreneur w/ Moses Kagan, or watch the video.
Related Episode: Listen to REI159: From Reception to Urban Infill Developer w/ Sean Sweeney, or watch the video.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Bobby: Website | Twitter
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01:16:0413/02/2023
MI Rewind: Is Amazon a Value Stock? w/ Jason Moser
Clay Finck chats with Jason Moser all about Amazon, its history, biggest risks and opportunities, Jason's overall investment process, his biggest investment mistakes over the years, and much, much more!
Jason Moser is the lead advisor for two investing services at The Motley Fool focused on opportunities in the digital economy and immersive technology.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
15:21 - What Jason looks for in companies he invests in.
07:31 - What opportunities Jason has been focusing on.
22:25 - The business units that produce Amazon’s revenue.
25:09 - Why Amazon has been such a successful business over the past 20+ years.
35:49 - How Jason thinks about the valuation of Amazon as an investor.
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.
Jason Moser’s Blog and Articles.
Related Episode: Listen to MI015: Start Investing In Individual Stocks w/ Jason Moser, or watch the video.
Related Episode: Listen to TIP11: Billionaire Jeff Bezos – The Secrets To His Success w/ Preston, Stig, & Hari, or watch the video.
Related Episode: Listen to TIP362: Amazon Unbound w/ Brad Stone, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Jason: Website | Twitter | LinkedIn
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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49:1010/02/2023
MI256: How to Become Your Own Bank w/ Jerry Fetta
Rebecca Hotsko chats with Jerry Fetta, the Founder and CEO of Wealth DynamX. They talk about how to “become your own bank” and build wealth like the top 1%, his thoughts on how the sacred account differs from traditional forms of saving/investing/borrowing, his investment strategy for 2023, and where he sees the most opportunities, and much, much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:44 - Learn how to “become your own bank” and build wealth like the top 1%.
05:21 - How the sacred account differs from traditional forms of saving/investing/borrowing.
07:35 - When it makes sense to use the sacred account as a savings tool.
16:43 -How this strategy holds up in down markets and particularly in this economic backdrop?
33:58 - Examples of ways Jerry has used this method to invest in 2022.
37:07 - Why Jerry likes secure private lending and seller finance real estate over stock investing.
41:06 - How you can get involved in real estate investing with no prior experience in real estate.
59:37 -What are the major mistakes people make when implementing this strategy?
61:40 - Jerry’s investment strategy for 2023 and where he sees the most opportunities.
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.
Check out Jerry’s free book: The Blueprint to Financial Freedom
Check out: Wealth DynamX.
Check out: The Sacred Account.
Related Episode: Listen to MI229: How to Build Wealth Like the Top 1% w/ Jerry Fetta, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Airbnb
Range Rover
Meyka
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Connect with Jerry: Facebook | Instagram
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
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01:00:3009/02/2023
REI163: The Insider’s Edge to Real Estate w/ James Nelson
Patrick Donley talks with James Nelson who is a Principal and Head of Avison Young’s Tri-State Investment Sales group. They talk about his newly released book, The Insider’s Edge to Real Estate Investing, his story on how he became involved with the Fraternity of Excellence and men’s success coaching, and so much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:28 - What inspired James to write The Insider’s Edge to Real Estate Investing?
06:43 - How to go about building a winning team.
32:46 - What some of his biggest lessons from his guests on his podcast have been?
37:31 - Why he thinks real estate is a better investment opportunity than the stock market.
41:41 - Why specializing and finding the right niche is so important.
51:34 - What properties to buy to beat rising interest rates.
58:24 - What the number one thing to look for in a great real estate deal is.
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.
Robert’s book The Everything Guide to House Hacking.
The Insider’s Edge to Real Estate Investing by James Nelson.
Can’t Hurt Me by David Goggins.
Knowing Isn’t Doing by Rod Santomossimo.
Building Legacy Wealth by Terry Moore.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with James: Website | Instagram
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01:01:1508/02/2023
MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
Rebecca chats with David Hay. Together, they engage in conversation regarding David's market outlook for 2023, the reasons behind his belief in an earnings recession, and various other topics.
David Hay is a longtime investment advisor, where he is currently the Chief Investment Officer at Evergreen Capital. He is also a financial author and recently wrote the book titled: Bubble 3.0: History’s Biggest Financial Bubble.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:51 - Why David believes we will have an earnings recession and markets have yet to price this in.
09:55 - How the tremendous amount of government debt that needs to be issued and rolled over could mean interest rates go up in a recession.
13:41 - Why David believes we could see inflation come back.
17:45 - What impact China’s reopening could have on the US economy and the Fed’s goal of achieving a “soft landing”.
23:47 - David’s outlook on energy and why thinks we could see a third year of outperformance.
27:12 - David’s investment thesis behind USO, Shell PLC and CTRA.
40:18 - David’s outlook on the uranium sector and thesis on Sprott Physical Uranium Trust.
*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.
Check out David’s financial writings: Haymaker.
Check out David’s book: Bubble 3.0: History’s Biggest Financial Bubble (audiobook on Awesound) USE DISCOUNT CODE: MINVEST33
Related Episode: Listen to MI231: Bubble 3.0 History’s Biggest Financial Bubble w/ David Hay , or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Airbnb
Range Rover
Meyka
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Connect with Rebecca: Twitter | Instagram
Connect with David: Twitter | LinkedIn
HELP US OUT!
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57:2407/02/2023
REI162: The Power of Mindset w/ Jeff Higgins
Patrick Donley talks with Jeff Higgins about building a self-managed portfolio, managing remote rentals, and his learnings from being a men’s success coach.
Jeff is a real estate investor with a portfolio of 87 units — 57 in Massachusetts and 30 in Florida. He self-manages his properties and is also a licensed broker in both states. He also works as a men’s success coach for the Fraternity of Excellence, where he helps men find their inner strength and counsels them on their finances.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:15 - How Jeff became involved with the Fraternity of Excellence and men’s success coaching.
07:27 - What his inspiration to invest in real estate was.
16:41 - What entering the Florida market has been like.
27:43 - How he trained his handyman to handle property management.
29:02 - Why he prefers Section 8 rentals.
35:01 - How he self-manages 87 properties in two different states.
42:25 - Why the poem “If” by Rudyard Kipling is his favorite poem to learn to be mentally strong.
52:54 - What the most common mental barriers holding people back are.
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.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
The Confident Mind by Dr. Nate Zinsser.
How I Turned $1000 into Five Million in Real Estate by William Nickerson.
How to Make Money in Stocks by William O’Neil.
Fraternity of Excellence.
If by Rudyard Kipling.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Jeff: Website | Twitter | Instagram
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01:02:4906/02/2023
MI Rewind: Venture Capital Investing w/ Kevin Siskar
Kevin Siskar talks about venture capital investing, the types of companies emerging in the venture capital space, how you can shift yourself to have a growth mindset, and more!
Kevin Siskar is the Vice President of Portfolio & Selection at 43North, where he has built a portfolio of over 150 early-stage technology startup companies.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:01 - What types of companies 43North looks to invest in.
07:29 - What types of industries are currently most exciting from Kevin’s point of view?
11:16 - How studying human behavior can help you as an investor.
23:02 - The differences between working at a large corporation and working at a smaller company.
44:53 - How luck has played into the companies that Kevin has worked with.
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.
Visit Kevin’s blog.
Visit 43North’s and Finta’s websites.
Related Episode: Listen to MI071: How To Become A Successful Entrepreneur w/ Sean Castrina, or watch the video.
Related Episode: Listen to MI117: Impact Investing and Partnerships w/ Zachary Conway & Adrian Grenier, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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Connect with Kevin: Website | Twitter | LinkedIn
Connect with Clay: Twitter
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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50:1403/02/2023
MI254: Market Anomalies Every Investor Should Know w/ Colin Slabach
Rebecca Hotsko chats with Colin Slabach, who is a professor at NYU, Faculty lead for Masters in Financial Planning program. They talk about what behavioral finance is, his thoughts on the major anomalies that persist in markets, his views about the top behavioral biases investors make and so much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:08 - What behavioral finance is and how it differs from mainstream financial theory.
05:49 - What behavioral finance helps us understand and the implications it has on markets.
07:33 - Some of the major anomalies that persist in markets and the behavioral explanations as to why they exist.
17:17 - Why is it difficult for the average investor to profit from one of these strategies?
24:17 - The top behavioral biases investors make and how they impact investing decisions and outcomes.
24:17 - Colin’s advice on how we can overcome negative behavioral tendencies.
33:54 - Behavioral explanations as to why there are market cycles and deep recessions.
33:54 - Why behavioral biases are hard to profit from in markets.
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.
Check out: Colin's Profile.
Related Episode: Listen to MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect With Colin: Twitter | LinkedIn
Connect With Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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57:5002/02/2023
REI161: A Better Way to Build Wealth w/ Sean O’Dowd
Patrick Donley talks with Sean O’Dowd about why he thinks there is a better way to build wealth through starting a business and using the profits to buy real estate investments.
Sean graduated from the University of Pennsylvania’s Wharton School and worked at Boston Consulting Group. He left behind this traditional path to success to take a bet on himself and built a one-man consulting shop and dumps all of his profits into real estate.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
09:28 - How buying a diamond engagement ring provided the impetus to start a consulting side hustle.
05:25 - What he learned working for one of the top consulting firms in the country.
05:25 - How he grew his side hustle into a one-man consulting shop that nets $500,000 per year.
12:57 - Why picking the right partner in life is so important.
24:04 - What his current real estate strategy is that has proven much more profitable?
33:18 - Why his first real estate investments didn’t pan out.
55:59 - Why does he think house hacking is a terrible idea?
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.
Robert’s book The Everything Guide to House Hacking.
Hero of the Empire by Candice Millard.
But What If We’re Wrong? by Chuck Klosterman.
How to Get Rich by Felix Dennis.
Give and Take by Adam Grant.
Richer, Wiser, Happier by William Green.
Atomic Habits by James Clear.
Check out Upwork.
Check out Catalant.
Check out Hemlane.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Sean: Website | YouTube | Twitter | LinkedIn
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01:22:2201/02/2023
MI253: The Bull Case For Commodities w/ Lucas White
Rebecca Hotsko chats with Lucas White, the portfolio manager at GMO for The Resources and Climate Change Strategies and a partner of the firm. They talk about his outlook for the energy sector, why he thinks energy is still very cheap and undervalued, his views on clean tech companies, and more.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:19 - His outlook for the energy sector and the main drivers of performance for the sector long term.
02:25 - Why Lucas thinks energy is still very cheap and undervalued at today’s prices, even after the price run up in 2022.
23:58 - Which segments of the market he thinks are most attractive in this space and offer the greatest opportunities long term?
29:56 - His views on clean tech companies and the opportunities he sees in this space.
29:56 - His thoughts on coal companies transitioning to clean energy and why this may actually reduce shareholder value.
39:31 - How today’s energy crisis is different from previous ones, such as the 1970s oil shock.
41:50 - How the move towards net zero climate targets will change the demand for resources.
41:50 - Which resources will benefit the most from this transition?
41:50 - Why he believes copper is the most important resource required to meet the need and demand for the energy transition.
46:37 - Why Lucas prefers investing in the equities that are producing commodities rather than the commodities themselves.
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.
Check out: GMO Climate Change and GMO Resources.
Related Episode: Listen to MI235: Investing in Uncertain Times w/ Louis Gave, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect With Lucas: Website | LinkedIn
Connect With Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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47:5131/01/2023
REI160: The Fundrise Approach w/ Ben Miller
Patrick Donley talks with Ben Miller about how his company, Fundrise, is using technology to build a better financial system for the individual investor. Ben Miller is Co-Founder and CEO of Fundrise.
Since launching America’s first online real estate investment platform in 2012, Fundrise has now become the largest direct-to-investor alternatives investment manager with more than 385,000 active investors, more than $3.3 billion worth of equity under management, and $7 billion worth of real estate transacted.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:14 - What Ben’s early years were like growing up in a real estate family.
05:41 - Why his mentor wished upon him a great failure for his first start-up.
07:11 - How the idea for Fundrise developed.
11:28 - How he handled the 2008 Great Financial Crisis.
24:57 - What the regulatory hurdles were like starting the company.
35:04 - Why Fundrise is more of a technology company that a real estate firm.
48:23 - How inflation and rising interest rates have affected the market.
01:07:46 - What trends are most exciting to him at the moment.
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.
Robert’s book The Everything Guide to House Hacking.
Onward, a Fundrise podcast.
Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Ben: Website | Instagram |Twitter
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01:07:2130/01/2023
MI Rewind: Tesla Deep Dive w/ Ryan Reeves
Ryan Reeves does a deep dive on Tesla with Clay Finck. They talk about Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, the future of the automotive industry, and much, much more!
Ryan has been investing since the age of 12, and is now Founder and CEO of Investing City, an independent equity research platform.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:18 - Ryan’s overall investment strategy.
06:13 - How Ryan thinks about the valuation of the high quality companies he invests in.
15:12 - How inflation might affect a growth portfolio.
17:11 - The implications of the partnership between Tesla and Hertz.
24:18 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs in the future.
35:00 - Elon Musk’s role in the company’s success.
50:05 - What the biggest risks are for investors in Tesla’s stock.
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.
Related Episode: Listen to MI055: Stock Picking Strategies and Lessons in Investing w/ Ryan Reeves, or watch the video.
Related Episode: Listen to MI074: Airbnb & DoorDash IPOs And A Deep Dive Into Square w/ Ryan Reeves, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
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Connect with Ryan: Website | Twitter | LinkedIn
Connect with Clay: Twitter
HELP US OUT!
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55:1827/01/2023
MI252: ETF Deep Dive w/ Andrew Kadjeski
Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:07 - How the ETF structure and ecosystem work.
07:55 - How to compare ETFs with similar objectives but different indices and determine which is better.
09:45 - The purpose of the indexes that ETFs track.
10:58 - Why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012.
13:48 -The three main costs associated with ETFs.
13:48 - When and how ETF take their fees?
13:48 - Why investors should avoid trading ETFs really early in the open of a market open.
20:56 - Why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets.
23:03 - What are some ways that ETFs can be used for short term goals?
24:16 - The two types of capital gains investors need to be aware of with ETFs.
27:42 - The difference between CAD listed vs US listed ETFs that track the same market.
32:34 - Why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount?
32:34 - When is the best time to buy international ETFs?
38:45 - For investors building a portfolio using several ETFs, the importance of keeping a consistent exposure to the same index.
49:29 - What differentiates Vanguard from other ETF providers?
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.
Check out: Currency Hedging Decision.
Related Episode: Listen to MI244: Mastering Factor Investing w/ Wes Crill, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
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Connect with Andrew: Website | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
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48:2526/01/2023
REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney
Patrick Donley talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million. Prior to forming Hall Sweeney, Sean worked in acquisitions at Timberland Partners, where he was responsible for opening new markets and acquisitions.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
07:05 - What his early inspirations were for getting interested in real estate.
14:38 - Why starting as a receptionist was one of Sean’s smartest career decisions.
15:59 - How he launched his own firm.
16:53 - How he handled the 2008 Great Financial Crisis.
27:25 - What are the common mistakes people make when networking?
46:09 - Why he chose infill development as his main focus.
46:11 - Where his love for great design developed.
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.
Robert’s book The Everything Guide to House Hacking.
Rich Dad Poor Dad by Robert Kiyosaki.
Making it in Real Estate by John McNellis.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
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NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Sean: Website | Twitter
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57:0225/01/2023
MI251: Mastering Your Money w/ Dave Alison
Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more!
Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash.
06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low.
10:10 - What situations does it make sense for a millennial to start considering annuities?
12:25 - The three resources permanent life insurance provides.
14:27 - His framework for building a tax efficient savings and accumulation plan.
16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account.
27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts.
33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts.
37:46 - When it makes sense to sell a losing investment.
45:48 - When it would make sense for an individual to do a Roth Conversion.
52:26 - The order of how we should take distributions in the most tax optimal way.
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.
Check out: Clarity 2 Prosperity.
Check out: Alison Wealth Management.
Related Episode: Listen to MI193: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Robert and Rebecca’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
Support our free podcast by supporting our sponsors:
Range Rover
Public
Airbnb
Meyka
Fundrise
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Connect with Dave: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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55:0724/01/2023
REI158: Exploring Tokenized Real Estate w/ Jerry Chu
Patrick Donley talks with Jerry Chu about his company Lofty, democratizing real estate investing, tokenized real estate, and much more!
Jerry is the founder and CEO at Lofty. Prior to founding Lofty in 2018, Jerry worked as a quantitative risk management analyst at Barclays in the treasury risk department. He received a B.S. in Mathematics/Economics from the University of Southern California and a M.S. in Financial Engineering from Claremont Graduate University.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
21:05 - How Lofty is democratizing home ownership through fractionalized ownership using the blockchain.
21:05 - Why real estate is inaccessible for most people.
21:05 - What the benefits of using the blockchain are in real estate.
28:23 - How tokenized real estate ownership works.
28:23 - What a DAO is.
55:56 - The advantages to a seller of using Lofty.
01:02:17 - How fractional ownership is different from owning a REIT.
*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.
Robert’s book The Everything Guide to House Hacking.
Related Episode: Listen to REI117: Warren Buffett Owns REITs, Should You? w/ Brad Thomas, or watch the video.
Can blockchain help my mortgaging business?
Unlock the Vault by Michael Fox-Rabinovitz.
Fractional Ownership and REITs by Dr. Adv. Harshul Savla.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Patrick (@jpatrickdonley): Twitter
Connect with Jerry: Website | Twitter | LinkedIn
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01:03:4023/01/2023
MI Rewind: The Democratization of Finance w/ Seamus Scaring and Carlos Pelaez
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, whether the surge in retail demand is here to stay or not, ETFs, options, and much, much more!
Seamus is a senior index options analyst with Nasdaq. He's focused on building and managing Nasdaq's index options product suite, including Nasdaq-100 index options. Carlos is a senior manager of ETF listings at Nasdaq as well. Carlos primarily works with asset managers to help them navigate the ETF listings process and life cycle.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:01 - What has led to the surge in retail investors gaining access to financial markets?
13:10 - What ETFs are, and why we’ve seen increased interest in ETFs from retail investors.
15:03 - The benefits that ETFs bring relative to other investment products.
25:25 - A brief history of the options market.
30:12 - The benefits of utilizing options in your portfolio.
35:28 - What market benchmarks investors are using in their portfolios.
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.
Related Episode: Listen to MI079: Should YOU Trade Options w/ Tom Sosnoff, or watch the video.
Related Episode: Listen to MI053: Building Wealth, Staying Wealthy, and Retiring Early w/ Jeremy Scheider, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
NetSuite
Public
Connect with Clay: Twitter
Connect with Nasdaq: Website
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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50:3420/01/2023
MI250: How to Find High Quality Companies w/ Braden Dennis
Rebecca Hotsko chats with Braden Dennis. In this episode, they discuss Braden’s investment process looks like for finding great stocks, his 6-question framework for finding “high-quality businesses” to invest in, how to determine if a company’s high ROIC is sustainable or not, Braden’s analysis and deep dive into Constellation Software and Shopify, why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company, how to make sure you don’t overpay for a business that’s trading at a premium, Braden’s thoughts on Brookfield Asset Management company given its spin-off, is Brookfield Asset Management’s spin-off good for shareholder value, and so much more!
Braden is the founder of Stratosphere and the co-host of The Canadian Investor Podcast.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:32 - What Braden’s investment process looks like for finding great stocks.
06:36 - His 6-question framework and checklist for finding “high-quality businesses” to invest in.
10:53 - The most important factors he looks for to identify a company has a sustainable moat.
13:23 - How to determine if a company’s high ROIC is sustainable or not.
16:55 - Braden’s analysis and deep dive into Constellation Software and Shopify.
30:30 - How to make sure you don’t overpay for a business that’s trading at a premium.
37:39 - Why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company.
50:46 - Braden’s thoughts on Brookfield Asset Management company given its recent spin-off.
51:06 - Is Brookfield Asset Management’s spin-off good for shareholder value.
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.
Check out: Stratosphere.
Check out: The Canadian Investor Podcast.
Related Episode: Listen to MI239: Deep Dive into Apple & Google w/ Logan Kane, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Toyota
Monarch Money
Airbnb
Yahoo! Finance
Fundrise
Range Rover
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Connect with Braden: Website | LinkedIn | Twitter
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
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58:1419/01/2023
MI249: Stock Valuation Masterclass w/ Aswath Damodaran
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:53 - The importance of having an investment philosophy and how to figure out what your investment philosophy is.
The difference between having an investment philosophy and strategy.
03:53 - An example of what a growth investor’s investment philosophy may be, such as the famous growth investor Peter Lynch.
08:22 - Why Aswath believes it’s better to be a generalist than a specialist in one area of investing.
15:00 - What are value drivers and how to apply them in our valuation process?
15:00 - The 5 basic variables we need to value any business.
24:27 - How to convert these value drivers into a DCF or intrinsic value model.
26:23 - The most common mistakes investors make when valuing a company and how to avoid these.
26:23 - Aswath’s test on how to figure out if your growth rate is reasonable.
29:23 - How to figure out what discount rate we should use?
36:11 - Why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach.
37:24 - How often we should revisit our valuations for companies?
56:53 - How do companies get on Aswath’s radar?
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.
Check out Aswath's Website.
Check out Aswath’s YouTube Channel.
Related Episode: Listen to MI226: Investing in Small Cap Stocks w/ Rayna Lesser Hannaway, or watch the video.
Related Episode: Listen to RWH005: Meet the Master w/ Aswath Damodaran, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Airbnb
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Meyka
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Connect with Aswath: LinkedIn | Twitter
Connect With Rebecca: Twitter | Instagram
HELP US OUT!
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58:3117/01/2023
REI157: Getting Started in RV Park Investing w/ Matt Whitermore
Patrick Donley talks with Matt Whitermore all about RV park investing, his journey into real estate with a triplex house hack, his transition from the corporate world to real estate entrepreneur, his use of technology in the acquisition process, his experience in multi-family investing, and much more!
Matt lives in upstate New York and is a consultant and investor in campgrounds and RV parks. His first RV park investment is situated on 26 acres that includes a world-class trout fishing stream. Before getting into investing, he worked as an analyst in commercial real estate finance and investments.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:56 - How Matt first got interested in real estate investing.
02:14 - His experience in house hacking a triplex.
03:28 - Some of the biggest challenges he’s experienced in his first deal.
09:25 - How a mentor helped him understand the benefits of RV parks.
18:00 - What kind of due diligence is involved in buying an RV park?
51:37 - Who his favorite real estate teachers are and how he views real estate courses.
54:47 - What his all-time best investment has been.
*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.
Robert’s book The Everything Guide to House Hacking.
Raising Capital for Real Estate by Hunter Thompson.
Raising Private Capital by Matt Faircloth.
Best Real Estate Investing Advice Ever by Joe Fairless.
The Real Estate God University.
The Book on Estimating Rehab Costs by J Scott.
Related Episode: Listen to REI115: Investing in Campgrounds w/ Heather Blankenship, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
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Connect with Patrick (@jpatrickdonley): Twitter
Connect with Matt: Website | Twitter
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57:3116/01/2023
MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
IN THIS EPISODE, YOU’LL LEARN:
What Simon’s take is on the Reddit and Wall Street Bet’s movement.
What exactly is happening in China with the crackdown on tech companies?
What is happening with shortages in the semiconductor industry and why is it important?
What the space economy is and what types of companies are involved.
What Affirm does and why they are well-positioned as a business.
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.
All of Robert’s favorite books.
Related Episode: Listen to MI040: COVID19 and Growth Investing with Simon Erickson or watch the video.
Related Episode: Listen to MI088: Growth Investing Stock Analysis with Simon Erickson or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Found
Toyota
Fundrise
Facet
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Connect with Simon: Website | Twitter
Connect with Robert: Website | Twitter | Instagram
Connect with Clay: Twitter
HELP US OUT!
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01:03:3713/01/2023
MI248: Inflation is Here to Stay w/ Tavi Costa
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.
02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.
12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?
12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.
27:49 - Why Tavi believes we are in a new commodity bull cycle.
42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.
42:31 - The reasons behind why Tavi is most bullish on the mining sector.
42:20 - His thoughts on the Uranium sector.
39:33 - His checklist for finding great investments in the mining sector.
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.
Check out: Crescat Capital.
Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.
NEW TO THE SHOW?
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
Support our free podcast by supporting our sponsors:
Range Rover
Airbnb
Toyota
Public
NetSuite
Connect with Tavi: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
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55:0312/01/2023