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TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley
Episode 1068
On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value…
10 months, 1 week ago
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
Episode 1067
Andrew and Jesse join Preston to discuss Smarter Web’s transformation into a major Bitcoin Treasury firm, UK market dynamics, valuation strategies, a…
10 months, 1 week ago
TIP740: The Great Mental Models Part 1
Episode 1066
On today’s episode, Kyle Grieve discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in inve…
10 months, 1 week ago
TIP739: The Psychology Of Human Misjudgement
Episode 1065
On today’s episode, Kyle Grieve discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive…
10 months, 2 weeks ago
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)
Episode 1064
Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future.
IN THIS EPISODE YOU’LL LEARN:
00:00 - I…
10 months, 2 weeks ago
RWH059: Ask Me Anything w/ William Green
Episode 1063
In this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers …
10 months, 2 weeks ago
TIP738: Heico: The Quiet Aerospace Compounder
Episode 1062
In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three…
10 months, 3 weeks ago
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)
Episode 1061
Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the…
10 months, 3 weeks ago
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
Episode 1060
On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the…
10 months, 3 weeks ago
TIP736: How the Best Investors Execute w/ Clay Finck
Episode 1059
In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, …
10 months, 4 weeks ago