PODCAST EPISODES
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, American Hodl, and Jeff Ross
Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future.
TIP738: Heico: The Quiet Aerospace Compounder
Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades.
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate
A sharp debate on Bitcoin treasury companies: value creators or leveraged traps?
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
Kyle explores value investing through Seth Klarman’s Margin of Safety, focusing on mindset, discipline, and risk management.
TIP736: How the Best Investors Execute w/ Clay Finck
Clay reviews Lee Freeman-Shor's book — The Art of Execution, where he studied 45 of the world's top investors over seven years.
BTC242: Bitcoin Core Vs. Knots w/ NVK
Preston and NVK explore Bitcoin’s development from its raw beginnings to its current state, tackling the challenges of maintaining decentralized integrity amid shifting community dynamics.
TIP735: Compounding with Character w/ Guy Spier
Stig speaks with Guy Spier about Guy's investment in The Economist, and what guides his life and investment philosophy.
TIP734: My Investment Philosophy w/ Clay Finck
Clay shares the key principles behind his personal investment approach, shaped by over a decade of experience and lessons from great investors.
BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate)
James and Preston take listeners through the shifting dynamics of the crypto market, highlighting the transition from spot to leverage dominance, declining on-chain activity, and lessons from past cycles.
TIP733: How Warren Buffett Became Warren Buffett
Kyle explores Warren Buffett's life as he dives deep into Roger Lowenstein's book, Buffett: The Making of an American Capitalist.
