Podcast Episodes

TIP742: Invest like a Business Owner w/ David Fagan

Episode 1069

In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore w…

Published on 3 weeks, 3 days ago

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 Portfolio.

Shawn recently launched The Intrinsic …

Published on 3 weeks, 5 days 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, and future growth plans, including preferred shares…

Published on 4 weeks 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 investing and everyday life. He explores various key c…

Published on 1 month 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 biases that often lead even the most intelligent …

Published on 1 month 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 - Intro

03:21 - How global liquidity and leverage aff…

Published on 1 month 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 of his book, “Richer, Wiser, Happier: How the Worl…

Published on 1 month, 1 week 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 decades. While aerospace may seem like a commodit…

Published on 1 month, 1 week 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 balance sheet adds value or risk.

IN THIS EPISOD…

Published on 1 month, 1 week 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 dangers of Wall Street's incentive structures, an…

Published on 1 month, 2 weeks ago