Episode 1043
Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates.
Published on 6 months, 4 weeks ago
Episode 1042
On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-…
Published on 7 months ago
Episode 1041
On today’s episode, Clay is joined by Tim Koller to discuss all things valuation.
Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide…
Published on 7 months ago
Episode 1040
Preston and Matthew discuss the upcoming Bitcoin Policy Summit, explore strategic financial maneuvers involving Bitcoin, dissect stablecoin impacts, and examine shifting global crypto dynamics.
IN T…
Published on 7 months ago
Episode 1039
On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizue…
Published on 7 months, 1 week ago
Episode 1038
On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigat…
Published on 7 months, 1 week ago
Episode 1038
Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin l…
Published on 7 months, 1 week ago
Episode 1037
In this special celebratory episode, William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffett’s historic decision to ret…
Published on 7 months, 2 weeks ago
Episode 1036
On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings.
To our surprise, Booking Holdings is the world’s largest …
Published on 7 months, 2 weeks ago
Episode 1035
Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role.
IN THIS EPIS…
Published on 7 months, 2 weeks ago
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