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TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve
Episode 1033
Kyle discusses the most important investing lessons he learned in 2025. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:01 - Why “strong convict…
9 months ago
TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast)
Episode 1132
Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physi…
9 months, 1 week ago
RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh
Episode 1131
William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding re…
9 months, 1 week ago
TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
Episode 1130
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incent…
9 months, 1 week ago
TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney
Episode 1129
This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis,…
9 months, 2 weeks ago
RWH063: Avoid Disaster w/ Howard Marks
Episode 1128
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since i…
9 months, 2 weeks ago
TIP776: Stig Brodersen’s Mental Models & Portfolio Update
Episode 1127
On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s…
9 months, 2 weeks ago
BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)
Episode 1126
Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance…
9 months, 3 weeks ago
TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve
Episode 1125
Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging ch…
9 months, 3 weeks ago
TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley
Episode 1124
On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. The…
9 months, 3 weeks ago