TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess...
19 Des 20251h 10min
TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney
This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, an...
17 Des 20251h 8min
RWH063: Avoid Disaster w/ Howard Marks
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a g...
14 Des 20251h 20min
TIP776: Stig Brodersen’s Mental Models & Portfolio Update
On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the me...
12 Des 20251h 22min
BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)
Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuat...
10 Des 20251h
TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve
Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, ...
7 Des 20251h 2min
TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley
On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, whi...
5 Des 20251h 29min
TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)
Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from...
3 Des 20251h 13min
