Podcast - The Investor's Podcast Network

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

Stig talks about Microsoft, Block, Devon Energy, and Adyen with Tobias Carlisle and Hari Ramachandra.

Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage.

How Bitcoin transforms risk, regulation, and investment frameworks in the insurance industry.

Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies.

Clay is joined by Tim Koller to discuss all things valuation.

Deep dive into Bitcoin policy, U.S. fiscal strategy, and the evolving stablecoin landscape with Matthew Pines.

Kyle chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, and more.

Kyle chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses, and more.

Inside the formation and future of Twenty One and Strike: Bitcoin-native finance, governance, and sovereignty.

Clay and Kyle give an overview of their best quality stock idea for Q2 2025.