PODCAST EPISODES
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.
BTC211: Bitcoin vs Art and Real Estate w/ Tad Smith
Exploring the art world with Tad Smith, former CEO of Sotheby’s, as we uncover the intersection of art, Bitcoin, and investment strategies.
MI380: Hidden Compounders: The Best Stocks Hiding In Plain Sight w/ Shawn O’Malley
Shawn discusses the concept of hidden compounders, where some of the most boring businesses can make the best long-term investments.
TIP679: Quality Shareholders by Lawrence Cunningham w/ Clay Finck
Clay discusses Lawrence Cunningham's book — Quality Shareholders: How the Best Managers Attract and Keep Them.
BTC210: 2024/25 Bitcoin Bull Market Overview w/ James Check
Diving into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin’s price potential and regulatory impacts with James Check.
MI379: Quality Investing: Learnings From John Huber w/ Shawn O’Malley
Shawn explores the fundamentals of, and merits in, being a long-term, quality-focused investor, using John Huber’s success and philosophy as an example to follow.
TIP678: Mastering Focus Investing: Lessons From The Legends w/ Kyle Grieve
Kyle Grieve discusses major takeaways from the book The Warren Buffett Portfolio.
TIP677: You Can Be a Stock Market Genius w/ Roger Fan
Clay is joined by Roger Fan to discuss Joel Greenblatt’s book, “You can be a Stock Market Genius.”
BTC209: Bitcoin Lightning Balancing MoE and SoV w/ Roy Sheinfeld
Roy Sheinfeld, CEO and Founder of Breez, talks about Bitcoin’s potential as both a store of value (SoV) and a medium of exchange (MoE).
MI378: The Aggressive Conservative Investor: Lessons From Martin Whitman w/ Shawn O’Malley
Shawn O’Malley explores the highs and lows of famed investor Martin Whitman’s career.
