TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve
On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace ...
13 Apr 20251h 1min
TIP713: Why Serial Acquirers Outperform w/ Niklas Sävås
On today’s episode, Clay is joined by Niklas Sävås to discuss the business model of serial acquirers. A serial acquirer is a company that grows primarily by repeatedly acquiring other businesses as ...
11 Apr 20251h 3min
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk a...
9 Apr 202553min
TIP712: Advice for My Twenty-Year-Old Self w/ Stig Brodersen
In today's episode, Stig Brodersen shares 20 pieces of advice with his 20-year-old self. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - Why the limits of your language are the limits of your wo...
6 Apr 20251h 8min
TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim
On today’s episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies...
4 Apr 20251h 18min
BTC228: Saylor's Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers (Bitcoin Podcast)
Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation. IN THIS EPISODE YOU’LL LEARN: 00:00 - ...
2 Apr 202555min
TIP710: Common Stocks and Common Sense w/ Kyle Grieve
On today’s episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey—...
30 Mar 20251h 5min
TIP709: The Art of Long-Term Investing w/ François Rochon
On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a lon...
28 Mar 20251h
