TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
Clay is joined by Daniel Mahncke to break down Kinsale Capital.
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle explores mental models from economics and art and how they apply to investing, decision-making, and investor behavior.
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.
