TIP742: Invest like a Business Owner w/ David Fagan
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 wh...
3 Aug 20251h 24min
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley
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 ...
1 Aug 20251h 13min
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
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....
30 Jul 202558min
TIP740: The Great Mental Models Part 1
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 co...
27 Jul 20251h 7min
TIP739: The Psychology Of Human Misjudgement
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 p...
25 Jul 20251h 1min
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)
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 ...
23 Jul 20251h 21min
RWH059: Ask Me Anything w/ William Green
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 World...
20 Jul 20251h 56min
TIP738: Heico: The Quiet Aerospace Compounder
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 commoditi...
18 Jul 20251h 2min
