Podcast Episodes
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TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
Episode 1130
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incent…
2 months, 1 week ago
TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney
Episode 1129
This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis,…
2 months, 1 week ago
RWH063: Avoid Disaster w/ Howard Marks
Episode 1128
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since i…
2 months, 2 weeks ago
TIP776: Stig Brodersen’s Mental Models & Portfolio Update
Episode 1127
On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s…
2 months, 2 weeks ago
BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)
Episode 1126
Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance…
2 months, 2 weeks ago
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 ch…
2 months, 3 weeks 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. The…
2 months, 3 weeks 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, s…
2 months, 3 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 lif…
2 months, 4 weeks 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 …
3 months ago