Episode 1024
In this episode, Clay explores the book Thinking in Bets by Annie Duke, a guide to making better decisions under uncertainty.
Drawing from her career as a professional poker player, Annie shares how t…
Published on 8 months, 2 weeks ago
Episode 1023
Perianne Boring and Brian Estes join the show to break down today’s most pressing crypto issues—from rising tariffs and DOJ coin audits to the White House Digital Asset Summit.
They share insights on …
Published on 8 months, 2 weeks ago
Episode 1022
On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace…
Published on 8 months, 2 weeks ago
Episode 1021
On today’s episode, Clay is joined by Niklas Sävås to discuss the business model of serial acquirers.
A serial acquirer is a company that grows primarily by repeatedly acquiring other businesses as a…
Published on 8 months, 3 weeks ago
Episode 1020
Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.
They also talk …
Published on 8 months, 3 weeks ago
Episode 1019
In today's episode, Stig Brodersen shares 20 pieces of advice with his 20-year-old self.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:02 - Why the limits of your language are the limits of your world…
Published on 8 months, 3 weeks ago
Episode 1018
On today’s episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companie…
Published on 8 months, 4 weeks ago
Episode 1017
Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation.
IN THIS EPISODE YOU’LL LEARN:
00:00 - In…
Published on 8 months, 4 weeks ago
Episode 1016
On today’s episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey…
Published on 9 months ago
Episode 1015
On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a lo…
Published on 9 months ago
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