MI Rewind: Investing in the Metaverse and Technology Trends w/ Beth Kindig

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 19 May 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

Clay Finck and Beth Kindig talk all about investing in the Metaverse, some key lessons to keep in mind when investing in growth companies, and more. Beth is the lead tech analyst for the I/O Fund, which had audited returns of 1700% in just two years and beat Cathie Wood’s Ark Innovation ETF in 2020. Her experience comes from a decade of analyzing tech come companies, tech products, and startups resulting in over 1100 articles and many enterprise-level analyst reports. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:59 - How large the Metaverse market could potentially become over the coming years. 10:17 - Beth’s approach to investing in the Metaverse. 30:14 - The companies that Beth is most excited about in relation to the Metaverse and other technology trends. 45:54 - How to think about the Federal Reserve’s role as a tech investor. 51:11 - Why Beth is very bullish on 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. Get access to the I/O Fund’s free newsletter. Check out the I/O Fund’s blog. Related episode: Listen to MI118: Investing in China, Emerging Industries, and Affirm Deep Dive W/ Simon Erickson, 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: Fiscal.AI Connect with Beth: Website | Twitter 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 Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.2	On today's show, we've started to reshare some older episodes that are my favorite
0:06.6	for a few reasons.
0:08.6	One, we get a bunch of new listeners each week, so the new listeners may not have heard
0:13.1	this episode before.
0:14.6	Two, even if you've been listening for a while, you may have missed this episode when it
0:19.2	originally came out.
0:22.5	Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this
0:27.2	episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that,
0:31.7	and you can pick up with our new episodes next week. All right, guys, that's all I had for you
0:36.5	for this new intro. Everything going
0:38.9	forward is going to be from the original show. Hope you guys enjoy it. On today's episode,
0:47.3	I am joined by Beth Kendig. Beth is the lead tech analyst for the I.O. Fund, which had audited
0:53.7	returns of up to 1,700% in just two
0:57.2	years and beat Kathy Woods' arc innovation ETF in 2020. Her experience comes from a decade of analyzing
1:04.2	tech companies, tech products, and startups resulting in over 1,100 articles, and many enterprise
1:10.3	level analyst reports. During the episode,
1:13.4	I chat with Beth about how she approaches investing in the Metaverse, how large the Metaverse
1:18.0	market could become over the coming years, the companies and technology trends that Beth and
1:22.7	her team at the I.O. Fund are most excited about. Some key lessons to keep in mind when investing in growth
1:28.4	companies, what Beth looks for and trends in companies her fund invests in, how to think about
1:34.1	the role of the Federal Reserve as a tech investor, why Beth is very bullish on Bitcoin and
	...

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