E1061 - TIP797: Born To Be Wired w/ Kyle Grieve

Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped him compound capital over decades.

IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro

00:03:55 - How Malone uncovered fraud and took over Jerrold

00:06:20 - Why risk assessment shaped his “what if not” framework

00:09:21 - How he chose TCI over higher-paying offers

00:11:29 - Creative leverage strategies to survive heavy debt

00:13:23 - Why EBITDA helped reframe TCI’s cash economics

00:55:17 - How clustering acquisit...