RWH058: Winning Ways w/ Bill Nygren
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 tw...
22 Kesä 20252h 9min
TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik
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 ...
20 Kesä 20251h 11min
BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast)
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 EPISO...
18 Kesä 20251h 15min
TIP730: Richer, Wiser, Happier, Q2 2025 w/ Stig Brodersen & William Green
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 dis...
15 Kesä 20252h 17min
TIP729: Mastering the Capital Cycle
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 f...
13 Kesä 20251h 3min
BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast)
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. I...
11 Kesä 20251h 5min
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
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 Dev...
8 Kesä 20251h 50min
TIP727: 7 Powers by Hamilton Helmer
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 va...
6 Kesä 20251h 5min
