
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 Jun 20251h 5min

BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast)
Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates. ...
4 Jun 202556min

TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-t...
1 Jun 20251h 17min

TIP725: First Principles of Valuation w/ Tim Koller
On today’s episode, Clay is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide...
30 Mai 202554min

BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast)
Preston and Matthew discuss the upcoming Bitcoin Policy Summit, explore strategic financial maneuvers involving Bitcoin, dissect stablecoin impacts, and examine shifting global crypto dynamics. IN ...
28 Mai 202554min

TIP724: Key Insights From Coca-Cola's Golden Era
On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizuet...
25 Mai 20251h

TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman
On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate...
23 Mai 20251h 9min

BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast)
Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin le...
21 Mai 20251h 2min






















