PODCAST EPISODES
TIP740: The Great Mental Models Part 1
Kyle discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life.
TIP739: The Psychology Of Human Misjudgement
Kyle discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment.
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.
