show episodes
 
This podcast explores investment strategies, economics, personal finance, and stock analysis. It features real conversations and analysis to inform, educate, and entertain. Note that nothing in this podcast is investment advice and it is for entertainment & discussion purposes only. Do your own due diligence before making any investment. www.securityanalysis.org
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The biggest names in rock music are Talkin’ Rock with Meltdown. From Rock N' Roll Hall of Fame members to bands just starting out, Meltdown takes rock music fans behind the scenes to find out what these talented musicians are really about. Come along for the ride as Talkin’ Rock with Meltdown invites you to find out more than you ever thought you knew about all genres of Rock from Classic to Prog to Grunge and everything in between.
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Two great conversations, one mediocre podcast! LOL Scott Stevens is up first. The Exies are back together and touring. They play the Machine Shop on November 9th. Since the band disbanded 15 years ago, Scott's worked with everyone from Shinedown to Dorothy, to Halestorm, and more. He has some great stories to tell about writing and producing some g…
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Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas. Links * Microcap Club: https://microcapclub.com/ * Intelligent Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…
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Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content. This is a discussion about Zach’s experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …
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This is a special Riff Fest wrap-up. Before the bands took to the stage of Pine Knob, they spoke with me. I spoke with Sully from Godsmack, Cullen of Sleep Theory, Cody and Briton of Wage War, James and Sam from Asking Alexandria, and Dale from Seether. A huge thank you to each of the bands for talking with me and taking the time to meet with WRIF …
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Matt Cochrane returns to the podcast! We have been doing a bunch of episodes where we re-read investing classics and talk about them. So far, we’ve revisited “Beating the Street” by Peter Lynch and “Common Stocks and Uncommon Profits” by Phil Fisher. Today, we’re going to talk about “The Little Book That Builds Wealth” by Pat Dorsey. Pat Dorsey was…
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Tobias Carlisle returns to the podcast! This was recorded on 8/1/24 and we discuss the rotation into value that occurred in July, along with many other topics. Tobias has written some of my favorite books about investing, which I highly recommend you check out: * Quantitative Value * Deep Value * Concentrated Investing * The Acquirer’s Multiple He …
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Lots going on with this episode of Talkin' Rock. Teemu Mäntysaari starts us out by talking about his year in Megadeth, how he became a member, how his life has changed, hockey, and more. Chris Jericho's Rock N' Wrestling Rager At Sea Cruise will be in early 2025. Chris talks about the cruise's success and how it started. We also discussed the Jane'…
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This episodes features a discussion with Lawrence Hamtil and Douglas Ott. Lawrence is a partner and portfolio manager at Fortune Financial, and Douglas is the founder and chief investment officer at Andvari Associates. I’ve had Lawrence on the podcast before and I encourage you to check out that podcast, where we talked about a wide variety of topi…
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This is a solo Q&A podcast where I answer questions I’ve received on Twitter and via email. Topics covered: * The temptation to enter the casino. * Ethics of investing in alcohol stocks. * Key metrics when evaluating a stock. * Emerging markets. * The unrealized profit tax. * Merits of running multiple strategies. * Gold as an international asset c…
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Welcome to this slightly delayed episode, originally planned for July but postponed due to various obstacles. In this episode, Marx and Ian dive into The Boys, specifically focusing on episodes 4 through 6. The show seems to tap directly into current political and social issues in the USA. Along the way, we briefly touch on Supernatural and our hop…
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It's always a great conversation when Barry and myself get together. This week we discussed.... Their series of Hot Sauces. The band working on new music. A drummer who changed the way he played, thus, saving his career. Questions from their head of security about Krampus and a Hell Fest show years ago. ...and more. Enjoy!…
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Tim Travis is a deep value investor and the CEO of T&T Capital management. His investing style incorporates options and distressed investing along with value investing to generate income and reduce risk. Links * T&T Value Investing: https://www.ttvalueinvesting.com/ Disclaimer Nothing on this podcast is investment advice.The information in this pod…
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I am wrapping up the week with a new episode of Talkin' Rock with Ian Hill from the Priest and Stephen Richards of Taproot. First, Ian Hill talks about all things Judas Priest. Does he like touring or recording more? Has he read Rob Halford's book? We talk about the careers of Judas Priest and Black Sabbath and their overlap. Plus, he talks about h…
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Cullen Roche returns to the podcast! He is the chief investment officer at Discipline Funds, which focuses on low fee, systematic, index based investing. He is a returning guest to the podcast and I encourage you to check out our first episode from last year. Cullen is a prolific investing blogger where he discusses macroeconomics and the banking s…
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It's another big week on the Talkin' Rock with Meltdown podcast. John 5 is up first. We discuss his latest signature guitar, being part of Motley Crue's legacy, and a paranormal experience he had. That's for starters with 5. Steel Panther's Michael Starr is next, as they kick off their tour this week. He tells me about Corey Taylor playing on past …
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Tim Melvin has worked in the financial industry for 40 years as a stockbroker, advisor, and portfolio manager. He has extensive experience with deep value investing and specializes in small banks. He is a prolific financial writer and has helped write great investing books, such as the Little Book of Value Investing. His substack is also a fantasti…
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Three guests from different rock genres are on this episode of Talkin' Rock with Meltdown. First up, it's Brandon Boyd from Incubus. We discuss their upcoming tour, and why it's in arenas instead of outdoor sheds. We talk about how he approaches writing lyrics, traveling the world, horror movies, and more. Jason Hook from Flat Black is next. He tel…
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Today I am interviewing Adam Mead, the CEO of Mead Capital Management, a New Hampshire based Registered Investment Advisor. He is a prolific writer, writing the Watchlist Investing newsletter, and he has written “The Complete Financial History of Berkshire Hathaway” This discussion focuses mostly on Adam’s work chronicling the history of Berkshire …
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Matt Cochrane and I revisited Common Stocks & Uncommon Profits and discussed it in depth. I hope you enjoy the discussion. The book is an investing classic and Warren Buffett credits the book for changing his views towards more of a quality orientation. Links: * Common Stocks & Uncommon Profits: https://www.amazon.com/Common-Stocks-Uncommon-Profits…
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Thirty Seconds To Mars is playing Pine Knob on Tuesday as their Season World Tour makes a stop in Michigan. Jared Leto was nice enough to take a few minutes to speak with me about the band, his vast movie career, and much more. I had to ask him about scaling the Empire State Building in New York City to announce the tour. "That was quite the experi…
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Great to catch up with Pop Evil singer Leigh Kakaty. He said the band has a lot going on, including writing and recording new music. "We're constantly writing, new single, obviously coming here and we're just excited, man." We talked about the newest member of the band, drummer Blake Allison, and bass player Joey Walser. "Every new person's differe…
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Dorothy is my latest Talkin' Rock with Meltdown guest. She's such a badass and a great talent. The talk of streaming came up early. "It should be 50/50," Dorothy said regarding the lack of money artists get from streaming services. Dorothy recalls a fight she got into at a Steel Panther show many years ago. That's a crazy story, but she would top t…
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This week’s episode is a solo podcast. I sourced these questions via email and Twitter. Topics discussed: * The small cap value rally. * The role of managed futures in a portfolio. * If fundamental investing still works. * Backtesting rules of thumb. Disclaimer Nothing on this podcast is investment advice.The information in this podcast is for info…
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The ladies from PLUSH are bringing their show to the Token Lounge on Saturday, August 3rd. I was lucky enough to catch up with the band, for the first time since their appearance at last year's RIFF Fest. We discussed a lot of topics with Moriah, Bella, Ashley, and Faith, including Moriah's addiction to fishing. "It's really peaceful and relaxing t…
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Michael Fritzell returns to the podcast. I highly recommend our first episode from a year ago where we discussed his approach to investing. Michael lives in Singapore and writes the “Asian Century Stocks” substacks where he profiles companies throughout Asia from a value investing perspective. Companies discussed: * Sony * Casio * Best Mart * IMAX …
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Welcome to a very special edition of the SFP-NOW Podcast. In this episode I am joined by authors Amber Morant, Katherine Dow, Sophia DeSensi, and author/editor Marx Pyle as they discuss their enchanting stories and their exciting new anthologies, Enchanted Tales & Twisted Lore: Fairy Tales, Folklore, and Fables Reimagined - Volume 1 and Once Upon a…
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This episode is with Compounding Quality. He is a former hedge fund analyst and he has a very popular substack where he shares his philosophy of quality investing. He has written an excellent book, called: The Art of Quality Investing: How to invest in the best companies in the world Links: * Compounding Quality Twitter feed: https://x.com/QCompoun…
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Lots to talk about with Josh and Alex of Badflower, although Josh does most of the talking. LOL They have a new single out called "Teacher Has A Gun" off their upcoming album, but they also told me about a song called "Detroit". The song isn't about the Motor City but was written here. They told me about that and how some Detroit voices will end up…
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Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years,…
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Welcome to another episode of our reviews podcast. In this episode, Marx and Ian chew the fat on three of the biggest science fiction and fantasy franchises out there. We kick-off with a discussion about the recent series of Doctor Who give our thoughts on the season finale and talk about the good and the bad. The good is the fact that they managed…
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Lots to get into with Myles and Sonny on this episode of Talkin' Rock. First up, Myles Kennedy talks about his upcoming solo album. He tells me what the name, The Art Of Letting Go refers to, the musical mission of the record, and more. That album drops on October 11th. He talks about jamming with the Led Zeppelin guys, the first time he met Slash,…
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Paul Gabrail operates the Everything Money YouTube channel and website. The channel covers a wide variety of investment strategies, but focuses on value investing concepts. Paul has been investing via his Family office, the Crossroads Group, investing in everything from stocks to private businesses to real estate. Links: * Everything Money: https:/…
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Everyone knows Chris Jericho from the world of wrestling, which he's still in, but he's also the frontman of Fozzy, and his KISS cover band Kuarantine. You'll be able to see the band on July 5th at the Diesel Concert Lounge in Chesterfield. Chris talks about how the band came about and what they play. Chris Jericho On A Classic Wrestling Moment Of …
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Kyla is a prolific financial writer with a focus on analyzing the economy. She makes short form videos, long form videos, podcasts, articles and now she’s written a great book – In This Economy? She grounds her analysis of the economy in a relatable way and makes complex economic topics clearer to understand. Links * Kyla’s main website: https://ky…
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Welcome to another episode of SFP-NOW in which Marx and Ian discuss their pick of genre television shows and the occasional movies. For this episode, Marx provides his final thoughts on the first season of Disney's animated X-Men 97 series, which pretty much picked the story up from where it left off when the original X-Men series ended. Also discu…
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What an honor to talk to Geezer Butler, the legendary bass player from Black Sabbath. His book "Into The Void - From Birth To Black Sabbath And Beyond" is out now and it's fantastic. There are some great stories and tales that Geezer gets into. He told me why he wrote the book "I always wanted to write a memoir for my grandkids, to give them a bett…
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Today’s conversation is with Left Field Investing. He is an anonymous substack writer with a military and engineering background. His blog is appropriately named as he seeks out truly left field ideas in industries such as private prisons and toenail fungus pharmaceutical stocks. Links: * Twitter: https://twitter.com/LeftField_FHRS * Left Field Inv…
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My latest Talkin' Rock with Meltdown guest is none other that Blackie Lawless of W.A.S.P.. It's always a treat when I get to talk with Blackie. He's a great interview, and also the force behind one of my favorite bands of the era. Lots was discussed including his health. After undergoing surgery to ease his back last year, he's on the mean. "But, y…
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Ed Roland is one of those guys that's just easy to talk to and we talked about a lot of things. When the band broke in 1994, they broke big time! That year they played Woodstock, as they did in 1999 too. He told me they are one of only 5 acts to play both concerts. His brother, Dean, has been in the band the entire time as well. I asked him about s…
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Tyler Moody is an electrical engineer and DIY investor. He is an active stock picking value investor. He was inspired by Warren Buffett’s letters and began blogging about his investing process a few years ago. His blog is transparent into his portfolio, providing rationale for buy and sell decisions. His results have been very impressive. He achiev…
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The new Dead Daisies album is dropping in September, so it's good to get Doug Aldrich from the band on Talkin' Rock with Meltdown to tell us about it. Plus, they'll be playing the Machine Shop on June 11th, in Flint, Michigan. As far as song ideas for the new album, he said everyone chipped in. "We all, all we all were, brought different parts in d…
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Mr. Big is on their "Big Finish" tour and makes a stop in southeast Michigan at District 142 in Wyandotte on May 30th. Mr. Big From The Start Eric told me the entire story of how the band started after his solo career had seemed to fizzle out in the late 80s. He spoke of meeting Billy Sheehan, a guy who he didn't know about. It was interesting to h…
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Ben Sparham is a DIY British Investor. He writes the QV Capital newsletter where he writes about a macroeconomics and individual stocks. For his stock portfolio, he is focused on moaty high quality names and we discuss a few of them. Links: * Twitter: https://x.com/bensparham_ * Substack: Disclaimer Nothing on this substack is investment advice.The…
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Welcome to another episode of the SFP-NOW and a change of Format as they guys look at putting out two shows every couple of weeks instead of one every month. For this episode, Ian and Marx discuss Doctor Who and Star Trek: Discovery and we talk briefly about the renewal of a certain Netflix series. We start with our thoughts about the opening two e…
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When I heard that Lzzy Hale had signed on to help the Skid Row guys for 4 shows, I was stoked! I was excited for the band, excited for the people who would see her sing live, and excited for Lzzy! After the first show was in the books, I texted Skid Row bassist, Rachel Bolan and drummer, Rob Hammersmith. Both of them were giddy with how the weekend…
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Edwin Dorsey started the Bear Cave substack account in 2020 when he was still in college at Stanford. The Bear Cave features excellent analysis of potential short candidates. Edwin performs deep dives into troubled companies. This is our second conversation. I highly recommend that you also check out our first one! In this conversation, we dig righ…
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This is such an interesting listen. I'd never met or interviewed Chris before. He was so much fun to talk to! We talked about his new gig, at the University of Michigan. He's taking his lessons learned, and passing them on to a younger generation. Of course, we had to talk about his time in Nine Inch Nails. He talked about the song "Closer" and how…
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Mikro Cap David is a talented substack writer & investor. He is based in Croatia. He casts a wide net and looks for attractively priced micro cap stocks anywhere in the world. He also has interesting views on some large cap stocks. Links * David’s Twitter feed: https://twitter.com/david_katunaric * David’s substack: Disclaimer Nothing on this podca…
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I had the good fortune to speak with Slayer's Kerry King about his new solo album, From Hell I Rise, which drops on May 17th. What I've heard has been a brutal onslaught, like you'd expect! He told me why he chose that name for the album, there were other ones, but he picked this one, as it ends the album on track 13. He also told me about the flav…
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I've never talked with Stephan Jenkins from Third Eye Blind, so I can check him off my ever-growing list of rockers I've interviewed. Right off the bat, we talked about touring, and how much he likes it. He commented on how concerts bring us together "That collective sense of feeling lets us know that we're not alone." You can see him and Third Eye…
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