573 episodes
Millennial Investing - The Investor’s Podcast Network The Investor's Podcast Network
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- Business
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4.6 • 524 Ratings
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Millennial Investing by The Investor’s Podcast Network is hosted by Robert Leonard, Patrick Donley, and Kyle Grieve.
Millennial Investing is one of the top-ranked investing podcasts in the world geared to the millennial generation.
Here’s what we do:
- We have conversations with the world’s best investors, entrepreneurs, authors, and thinkers and explore their ideas, methods, and stories to help YOU better invest your time and money.
- Think of us as your research team who finds the most interesting and profitable investing and business insights that you'd normally have to pay for. Except it’s free!
- Our mission is to improve people’s financial literacy and business savvy to help in making better investment decisions with their time and money.
Start listening. Master the best of what other people have already figured out so you can use their lessons in your life to learn how to invest and build wealth.
Follow Robert on Instagram and Twitter at @therobertleonard, Patrick on Twitter at @JPatrickDonley, and Kyle on Twitter @IrrationalMrkts.
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A Serial Acquirers Deep Dive w/ Chris Mayer
Kyle Grieve chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, the importance of decentralization for successful serial acquirers, the proper dynamics to look for between an acquirer and the acquired, the proper uses of leverage to use in mergers and acquisitions, characteristics to look for in scaling serial acquirers, the proper manage traits to look for in highly successful serial acquirers, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:05 - Successful acquisition strategies.
41:56 - What to look for in scaling serial acquirers.
10:16 - The general aspects of great serial acquirers.
16:05 - Key differentiators between exceptional serial acquirers.
07:05 - Chris’s favorite debt ratios to examine for acquisitive businesses.
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.
Read Chris’s blog here.
Buy a copy of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them here.
Buy a copy of Deals from Hell: M&A Lessons that Rise Above the Ashes here.
Related Episode: Listen to TIP569: An Investor’s Guide To Clear Thinking w/ Chris Mayer, or watch the video.
Related Episode: Listen to TIP543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer, or watch the video.
Related Episode: Listen to MI276: Finding 100 Bagger Stocks w/ Chris Mayer, 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.
Check out all the books mentioned and discussed in our podcasts here.
SPONSORS
Support our free podcast by supporting our sponsors:
Airbnb
NetSuite
Masterclass
Babbel
Shopify
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Chris: Twitter | Website -
Liquid Assets: Investing in Fine Wine w/ Nick King
Patrick Donley (@JPatrickDonley) sits down with Nick King to talk about how his company, Vint, has made investing in fine wine and spirits a simple and profitable experience for both retail and accredited investors. They also touch on how Nick’s work at a value-based stock fund influenced the creation of Vint in attempting to find mispriced wine assets with a margin of safety, why wine provides for great arbitrage opportunities, and Nick’s thoughts on how to best succeed at the entrepreneurial game.
Nick King is the co-founder & CEO of Vint, the first SEC-qualified platform that is securitizing the wine and spirits industry. Nick leads fundraising efforts, sets Vint’s strategic vision, recruits talent, and manages day to day operations.
Prior to Vint, Nick was on the domestic equities team at a $20bn value investment fund, where he learned to think, invest, and build a business. Nick is a graduate of the University of Virginia, with a degree in financial economics.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:13 - How he learned about inefficient markets as a kid.
07:17 - What he learned working at a value fund and how he applies it to Vint.
09:05 - Why he maximized for learning early in his career.
10:00 - How the concept of margin of safety became important.
10:51 - What the genesis of Vint was.
11:59 - Why he thinks traditional education on the steps to start a business are misguided.
13:16 - How he explains what Vint does to people.
23:02 - What it was like working with the SEC to get approval for Vint.
26:21 - Why it is important to burn the boats in any entrepreneurial venture.
34:34 - How the process of reaching out to VCs went.
42:31 - How capital is returned to investors.
53:18 - Why Nick loves the volatility of the wine market.
& 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.
Margin of Safety by Seth Klarman.
REI160: The Fundrise Approach w/ Ben Miller or watch the video here.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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
NetSuite
Masterclass
Babbel
Shopify
Connect with Patrick: LinkedIn
Connect with Nick: Website | LinkedIn
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Deep Dive into Stock Exchanges and Nasdaq w/ Kevin Kennedy
Robert Leonard chats with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, cryptocurrency, and the rise of retail investors, on the growth of the stock market, and much more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
17:30 - How technology has had an impact on the markets and the rise of retail investors.
26:55 - How to study markets today and if there’s a fundamental shift that makes this time truly “different”.
32:18 - How retail investors’ access to the markets changed how they function outside of fiscal and monetary policy.
33:01 - The recent growth in the options space and where Kevin sees it coming from.
33:01 - If the current growth in options trading is sustainable and if there is going to be a point where this can potentially crumble and backfire on speculative options traders.
37:25 - The different options exchanges the Nasdaq has and why six exchanges are necessary.
49:16 - Where the Nasdaq and the worlds of crypto and options collide.
51:09 - The future of capital markets and whether or not crypto will be part of it.
54:33 - Lessons Kevin learned as a trader and what major mistakes he made.
And much, much more!
BOOKS AND RESOURCES
Nasdaq.com XND microsite.
David Swensen’s book Pioneering Portfolio Management.
John Bogle’s book The Little Book of Common Sense Investing.
Joel Greenblatt’s book The Little Book That Still Beats the Market.
All of Robert’s favorite books.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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
NetSuite
Shopify
Babbel
Principal Financial
Masterclass
Connect with Kevin: Website | LinkedIn | Twitter
Connect with Robert: Website | Instagram -
The Options Advantage For Value Investors w/ Matthew Peterson
Kyle Grieve chats with Matthew Peterson about his journey into the fund management industry, what potential fund managers should consider before starting a new fund, the powerful effects of using post mortems, how he used the Kelly criterion to create his concentrated portfolio, the use case for options for long-term value investors, why options can be a win-win for investors who want to own shares with cheaper entry prices than the market offers, the Seritage Growth Properties situation, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:12 - Matthew’s origin story for the fund with limited assets.
05:41 - The importance of a good fee structure.
19:25 - The benefits of a concentrated portfolio.
31:35 - How to own shares at below-market prices with options.
43:29 - Insights into his structured dividend capture system.
57:33 - Updates on a recently exited business.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Read Matthew Peterson’s fund letters here.
Watch Matthew Peterson on YouTube here.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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.
Help us understand our audience better so we can create a more intentional user experience by answering this survey!
SPONSORS
Support our free podcast by supporting our sponsors:
Airbnb
NetSuite
Shopify
Babbel
Principal Financial
Masterclass
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Matthew: Twitter | LinkedIn | Website -
MI Rewind: Warren Buffett, Charlie Munger, and Berkshire Hathaway w/ Adam Mead
Robert Leonard chats with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece.”
Aside from being a Buffett enthusiast and lifelong learner of business, Adam is the CEO and Chief Investment Officer of Mead Capital Management, LLC.
IN THIS EPISODE, YOU’LL LEARN:
• 00:00 - Intro
• 02:54 - Who is Warren Buffett and Charlie Munger?
• 02:54 - How did they influence each other’s investing approach?
• 06:36 - Who is Benjamin Graham and what was his impact on Buffett?
• 08:46 - What is value investing and why is it relevant in today’s market?
• 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it.
• 37:20 - Why Buffett hasn’t deployed BRK’s large cash pile amid the COVID crisis?
• 43:51 - Why investors shouldn’t just copy Buffett’s stock picks.
• 45:20 - What has been the leading cause for Buffett’s underperformance over the last decade?
• 52:42 - The timeless principles of the Oracle of Omaha that have led to his success and are worth following.
• 57:08 - The future of BRK and if it will survive without Buffett and/or Munger.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Adam Mead’s book The Complete Financial History of Berkshire Hathaway.
Mead Capital Management website.
The Oracle’s Classroom YouTube channel.
Stig Brodersen and Preston Pysh’s book Warren Buffett Accounting Book.
Peter Kaufman’s book Poor Charlie’s Almanack.
Benjamin Graham’s book The Intelligent Investor.
All of Robert’s favorite books.
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
NetSuite
Babbel
Masterclass
Shopify
Principal Financial
Connect with Adam Mead: Website | Twitter | LinkedIn | Facebook
Connect with Robert: Website -
MI307: Unpacking The Money Mind w/ Robert Hagstrom
Kyle Grieve chats with Robert Hagstrom about the benefits of reading fiction for improving your investing process, the best mental models Robert learned from his time working with Bill Miller, the importance of understanding complex adaptive systems for understanding the market, how to use the DCF model according to Buffett and Munger, strategies for using multiple mental models in your day-to-day life to think better, and a whole lot more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:48 - The Lessons from 3 of fiction's best detectives that will make you a better investor.
10:16 - Insights from investments in Dell Computer and Amazon.
10:37 - Why you should look at the market through a biological model over a physics-based model.
10:37 - The importance of network economics in a digital age.
26:55 - Ways to improve efficiency from books that you read.
38:10 - Interesting data points on the advantages and disadvantages of a concentrated 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.
Buy a copy of The Warren Buffett Portfolio: Mastering the Power of the Focus Investment Strategy here.
Buy a copy of Warren Buffett: Inside the Ultimate Money Mind here.
Buy a copy of The Detective And The Investor here.
Buy a copy of Investing: The Last Liberal Art here.
Buy a copy of The Warren Buffett Way here.
Related Episode: Listen to TIP360: Inside The Money Mind Of Warren Buffett w/ Robert Hagstrom, or watch the video.
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:
Airbnb
NetSuite
Babbel
Masterclass
Shopify
Principal Financial
Connect with Kyle: Twitter | LinkedIn | Website
Connect with Robert: Twitter | LinkedIn | Website
Customer Reviews
My favorite for investing
Definitely the best investing podcast series that I’ve found. I just wish there was a “search in this series” option on Apple like Stitcher had.
Empowering Innovative Investors
This show is unlike any investing podcast that I listen to - it is tailored to this generation - one who doesn’t think that we have to work 60 hours weeks in a corporate office to build generational wealth. Keep it up. I love it.
So much potential but not for me
This podcast has a lot of really informative guests and I have learned a great deal. However, I wish the host didn’t sound so robotic. There’s no personality or energy when discussing these topics and interacting with the guests. It’s like listening to a robot moderate a fireside chat which makes it hard for me to stay interested. This is just my personal opinion.
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