TIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body Works
In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a c...
7 Sep 20251h 34min
TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas
On today's episode, Clay is joined by Deiya Pernas to discuss his investing philosophy, why he sees opportunity for investors in the digital payments space, and why he is closely following development...
5 Sep 202555min
BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)
Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin'...
3 Sep 202552min
TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses how mental models from physics, chemistry, and biology can give investors and business leaders sharper decision-making tools. He’ll explore how applying these...
31 Aug 20251h 3min
TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the radical culture that helped Netflix dominate Blockbuster and achieve massive long-term success. He explores lessons on talent density, candor, feedback, f...
29 Aug 20251h 2min
BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)
Rod and Preston discuss Bitcoin’s rapid innovation, from ARK protocol transactions to new mining hardware. They examine custody solutions for Bitcoin treasuries, balancing institutional needs with com...
27 Aug 202554min
TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn mo...
24 Aug 20251h 3min
TIP746: ASML: Europe's Tech Monopoly
In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compound...
22 Aug 20251h 11min
