PODCAST EPISODES
TIP729: Mastering the Capital Cycle
Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management.
BTC238: Bitcoin 101 w/ Michael Schmid
Understanding how Bitcoin secures value through digital scarcity, decentralized timekeeping, and incentivized mining.
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Stig talks about Microsoft, Block, Devon Energy, and Adyen with Tobias Carlisle and Hari Ramachandra.
TIP727: 7 Powers by Hamilton Helmer
Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage.
BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston
How Bitcoin transforms risk, regulation, and investment frameworks in the insurance industry.
TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge
Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies.
TIP725: First Principles of Valuation w/ Tim Koller
Clay is joined by Tim Koller to discuss all things valuation.
BTC236: Stablecoin GENIUS Act and Bitcoin Policy Update w/ Matt Pines
Deep dive into Bitcoin policy, U.S. fiscal strategy, and the evolving stablecoin landscape with Matthew Pines.
TIP724: Key Insights From Coca-Cola’s Golden Era
Kyle chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, and more.
TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman
Kyle chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses, and more.
