TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
Kyle discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book.
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making.
TIP800: Navigating an AI-Driven Market w/ François Rochon
Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025.
TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle discusses the remarkable story of the Davis Dynasty, a multi-generational investing family.
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world.
