Podcast Episodes

TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel

Episode 1053

On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and goat investors by breaking down the five core skills of stock picking. We'll also explore how elite investo…

Published on 6 months ago

BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)

Episode 1052

In this episode, Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk.

They dive into the STRIVE …

Published on 6 months, 1 week ago

RWH058: Winning Ways w/ Bill Nygren

Episode 1051

In this episode, William Green chats with investing legend Bill Nygren, who oversees about $25 billion at Harris Associates. Bill is the firm’s Chief Investment Officer for US Equities & co-manages t…

Published on 6 months, 1 week ago

TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik

Episode 1050

On today’s episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its…

Published on 6 months, 1 week ago

BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast)

Episode 1049

Seb and Preston explore the hidden emotional and societal costs of fiat currency, how Bitcoin changes our perception of value, and why money is more than just economics—it's identity.

IN THIS EPISOD…

Published on 6 months, 2 weeks ago

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 and being the best version of themselves, they di…

Published on 6 months, 2 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 investing experience, the book uncovers the capital cycle …

Published on 6 months, 2 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 of self-custody versus third-party management.

IN…

Published on 6 months, 3 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 cap company for good reason. Tobias is pitching De…

Published on 6 months, 3 weeks 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 companies all over the world offer benefits and v…

Published on 6 months, 3 weeks ago