Podcast Episodes

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 checklists and algorithms, understanding base rates,…

Published on 3 weeks, 3 days 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. They also dive into The Intrinsic Value Portfolio, wh…

Published on 3 weeks, 5 days ago

TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)

Episode 1123

In this episode, Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid A…

Published on 4 weeks ago

TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve

Episode 1122

On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, ki…

Published on 1 month ago

TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve

Episode 1121

On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations.

IN THIS EPISODE YOU’LL LEARN…

Published on 1 month ago

BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)

Episode 1120

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-…

Published on 1 month ago

TIP771: Money Masters Of Our Time w/ Kyle Grieve

Episode 1119

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro 00:07:58 - Warren Buffett's emphasis on "contr…

Published on 1 month, 1 week ago

TIP770: Mastering the Markets w/ Andrew Brenton

Episode 1118

On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. 

Andrew Brenton is …

Published on 1 month, 1 week ago

BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)

Episode 1117

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.

They discuss the rising relevance of Bitcoin an…

Published on 1 month, 1 week ago

TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve

Episode 1116

Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless s…

Published on 1 month, 2 weeks ago