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
BTC227: Bitcoin, Taxes, and Smart Estate Planning w/ Jessy Gilger (Bitcoin Podcast)
From ETF debates to home heat mining, Jessy brings deep insights on navigating Bitcoin's evolution, securing your crypto, and building a future with sound strategy and security. IN THIS EPISODE YOU’L...
26 Mar 202550min
TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman
On today’s episode, Kyle Grieve chats with Harris Kupperman about his investing strategy based around concentrated bets on macro and events. Harris has decades of market experience and shares his thou...
23 Mar 20251h 11min
TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck
In this episode, Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM). Founded by Wall Street’s brightest minds, inclu...
21 Mar 20251h 12min
