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TIP730: Richer, Wiser, Happier, Q2 2025
Episode 1048
On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” In their quest for meaningful relationships…
11 months, 3 weeks ago
TIP729: Mastering the Capital Cycle
Episode 1047
In this episode, Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investin…
11 months, 3 weeks ago
BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast)
Episode 1046
Michael and Preston explore Bitcoin's foundational principles, covering digital scarcity, mining incentives, node infrastructure, and the importance …
11 months, 4 weeks ago
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Episode 1045
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market …
1 year ago
TIP727: 7 Powers by Hamilton Helmer
Episode 1044
In this episode, Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage. While…
1 year ago
BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast)
Episode 1043
Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and…
1 year ago
TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
Episode 1042
On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve int…
1 year ago
TIP725: First Principles of Valuation w/ Tim Koller
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 Val…
1 year ago
BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast)
Episode 1040
Preston and Matthew discuss the upcoming Bitcoin Policy Summit, explore strategic financial maneuvers involving Bitcoin, dissect stablecoin impacts, …
1 year ago
TIP724: Key Insights From Coca-Cola's Golden Era
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, …
1 year ago