Mutiny Investing Podcast

Latest Episodes:

50. Dr. David Rhoiney - Strategy That Fits Apr 14, 2023

Show notes

In this episode I talk with Dr. David Rhoiney, a Robotic Surgeon, Cryptologist, Cyber security specialist and the list continues!

We talk about:

Unconscious Greatness
Strategy That Fits
HENRYs
Banks/RIA for the People
Bad Food Takes and more!

I hope you enjoyed this conversation as much as I did!

49. Tobias Carlisle - What is Money? Mar 28, 2023

Show notes

In this episode I talk with Tobias Carlisle, founder and managing director of Acquirers Funds, LLC. He serves as portfolio manager of the firm's deep value strategy.

Tobias is the creator of The Acquirer's Multiple®. He is also the author of the books The Acquirer's Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012).

Tobias has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

We discuss:

SVB
What is Money?
Invincible Businesses
History as a Guide
Behavior is Water
Ergodicity in all Things and more!

I hope you enjoyed this conversation with Tobias as much as I did!

48. Zed Francis - Will credit markets be tight or illiquid in 2023? Feb 13, 2023

Show notes

In this episode I talk with Zed Francis, CIO & Co-Founder at Convexitas.

Zed is responsible for strategy design, implementation, risk management and business development. In his 15-year career in investment management, Zed has taken on leadership roles that have informed the delivery of consistent and transparent multi- asset solutions as a discretionary fiduciary acting on behalf of institutional clients and high-net-worth individuals. He was most recently a portfolio manager and derivative overlay manager at SpiderRock Advisors.

Previous engagements include portfolio management at institutional investment manager Legal & General Investment Management America and trading head at long/short distressed hedge fund Chicago Fundamental Investment Partners.

We discuss:

Will credit markets be tight or illiquid in 2023?
Was Q4 Tax Loss Harvesting and RMDs?
Do FOMC and CPI matter?
What happened to Gilts? (Now do Japan)
Illiquidity-> Correlation-> Volatility

I hope you enjoyed this conversation with Zed as much as I did!

47. Tom Morgan - The Morgan Dialectic- STS Model Nov 29, 2022

Show notes

In this episode I talk with Tom Morgan, Director of Communications & Content at The KCP Group - Stifel.

Tom spent the last 16 years on Wall Street working in the distribution of research for firms like Merrill Lynch, Bank of America, Consumer Edge, and Stifel. Tom is someone who inquisitively consumes content across a huge array of disciplines and extracts actionable insights for busy people. For most of the past decade, Tom wrote a weekly summary titled "The Best Bits," which had a wide following in investment and non-investment circles.

We discuss:

The Morgan Dialectic- STS Model
Left Brain vs. Right Brain
Cooperation vs Self Interest
The Way of the Taoist

I hope you enjoyed this conversation with Tom as much as I did!

46. The Meb Faber Show – Carry, Convexity & The Cockroach Oct 26, 2022

Show notes

We've got a special edition podcast this week!

A little while back, Jason sat down with his friend Meb Faber to talk about all things investing. For those who didn't get a chance to listen to it, we thought we'd do a swapcast version so that way you could hear Meb and Jason discuss all things related to broadly diversified portfolios, different investing philosophies, and different investing vehicles that an entrepreneur could put together for clients.

I hope you enjoy this conversation with Meb!

45. Robert Mullin: Commodities with Carry and Convexity Oct 12, 2022

Show notes

In this episode I talk with Robert Mullin, general partner and portfolio manager at Marathon Resource Advisors.

Marathon Resource Advisors manages investment strategies focused on income generating natural resource equities in the energy, mining, agriculture and renewables space.

We talk about:

CapEx Perfect Storm
ESG is New OPEC
Fake vs. Real Economy
Hedging Cyclical Risk in a Secular Bull

I hope you enjoyed this conversation with Robert as much as I did!

44. Travis Kimmel: Competing Time Horizons of Money Sep 28, 2022

Show notes

In this episode I talk with Travis Kimmel.

Our topics include:

Operator Use Liberal Arts
Intellectual Dojo of Twitter
SAAS Treasuries
Why Do We Have Bonds?
And more!

This is the link to Travis' favorite book on management we discussed: 12: The Elements of Great Managing

Travis' best book he has read in finance: Trade Wars Are Class Wars

I hope you enjoyed this conversation with Travis as much as I did!

43. Bill Brewster: Road Trips and Scuttlebutt Sep 14, 2022

Show notes

In this episode I talk with Bill Brewster from The Business Brew.

Bill is a private investor who tries to replicate Warren Buffett's and Charlie Munger's thought processes, but he is also influenced by Bill Miller III, Stan Druckenmiller, and others. The Business Brew podcast is his attempt to dig deeper into other investing and business philosophies — and share that knowledge with the world.

We talk about:

Road Trips give Political Sentiments
DCFs vs Monte Carlos
MailBox Money
The Business of Podcasting
Elusive Buffett and more!

I hope you enjoyed this conversation with Bill as much as I did!

42. Sean Wieland: Tax Free Business Exit Aug 30, 2022

Show notes

In this episode I talk with Sean Wieland, Founding Principal at Tannhäuser Financial.

We talk about:

Deferred Sales Trusts for business exit
Pre and Post sale of your business
Premium financing life insurance
Captive Insurance
401-H and more!

Here is the online illustration tool to compare any highly appreciated asset sale (exiting a business, commercial real estate / 1031 rescue, cryptocurrency, fine art, etc.)

I hope you enjoyed this conversation with Sean as much as I did!

41. Drew Knowles: Yellowstone is Global Macro Trading Aug 17, 2022

Show notes

In this episode I talk with Drew Knowles, managing member of XIT Ranch. XIT is long-term oriented family investment vehicle including real assets such as ranchlands, horses and cattle operations, venture capital, private equity, and hedge funds.

We talk about:

Never Ask a Cattleman Size of Herd,
Hay shortages,
Levels of ranching certifications,
Carbon Sequestration,
Global Macro-End of the World Vol Trade and more!

I hope you enjoyed this conversation with Drew as much as I did!

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected