Podcast Episodes

TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas

Episode 1083

On today's episode, Clay is joined by Deiya Pernas to discuss his investing philosophy, why he sees opportunity for investors in the digital payments space, and why he is closely following developmen…

Published on 3 months, 3 weeks ago

BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)

Episode 1082

Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin…

Published on 3 months, 4 weeks ago

TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve

Episode 1081

On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying thes…

Published on 4 months ago

TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve

Episode 1080

On today’s episode, Kyle Grieve discusses the radical culture that helped Netflix dominate Blockbuster and achieve massive long-term success. He explores lessons on talent density, candor, feedback, …

Published on 4 months ago

BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)

Episode 1079

Rod and Preston discuss Bitcoin’s rapid innovation, from ARK protocol transactions to new mining hardware. They examine custody solutions for Bitcoin treasuries, balancing institutional needs with co…

Published on 4 months ago

TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

Episode 1078

On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn m…

Published on 4 months, 1 week ago

TIP746: ASML: Europe's Tech Monopoly

Episode 1077

In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compoun…

Published on 4 months, 1 week ago

BTC248: Bitcoin’s Institutional Wave - Trojan Horse or the Tipping Point w/ Willy Woo, Max Kei, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)

Episode 1076

A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies.

They probe Coinbase custo…

Published on 4 months, 1 week ago

RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert Hagstrom

Episode 1075

In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” whi…

Published on 4 months, 2 weeks ago

TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck

Episode 1074

On today’s episode, Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon.

Clay explores how Amazon has evolved from a low-margin online retailer into a diversified, high-margin tech…

Published on 4 months, 2 weeks ago