PODCAST EPISODES
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.
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.
TIP797: Born To Be Wired w/ Kyle Grieve
Kyle explores John Malone’s career and the complex strategies he used to compound capital and create massive shareholder value over decades.
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
In this episode, Clay explores Bill Perkins’ book Die with Zero, and on the second part, he analyzes the global industrial gas powerhouse Linde PLC.
TIP795: Berkshire, Moody’s, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands.
TIP794: Keynes And The Markets w/ Kyle Grieve
Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures.
