Podcast - The Investor's Podcast Network

BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom

Andy and Preston dissect Bitcoin treasury performance, MicroStrategy’s stablecoin vision, and market cycles, offering sharp insights on risk, valuation frameworks, and adoption hurdles.

TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve

Kyle breaks down Michael Mauboussin’s best ideas on noise, valuation, the rule of 40, algorithms, and base rates.

TIP774: Being Greedy While Others are Fearful w/ Shawn O’Malley

Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year.

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TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve

Kyle explains how systems-thinking and math-based mental models can improve decisions and strengthen long-term compounding.

TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve

Kyle discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations.

BTC255: Bitcoin is for Everyone w/ Natalie Brunell

Preston and Natalie discuss her new book, Bitcoin is for Everyone, exploring Bitcoin’s role in personal empowerment, financial reform, and the urgent need for apolitical economic solutions.

TIP771: Money Masters Of Our Time w/ Kyle Grieve

Kyle discusses significant takeaways from the book Money Masters Of Our Time.

TIP770: Mastering the Markets w/ Andrew Brenton

Clay is joined by Andrew Brenton to discuss the inefficiencies in the stock market, his investment thesis on Floor & Decor and Kinsale Capital.

BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025

Luke and Preston dissect the U.S.'s “poly crisis,” from fiscal pressures to geopolitical risks, and explore how these trends impact Treasury markets, Bitcoin, gold, and economic stability.