PODCAST EPISODES
TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve
Kyle dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles.
TIP713: Why Serial Acquirers Outperform w/ Niklas Sävås
Clay is joined by Niklas Sävås to discuss the business model of serial acquirers.
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
Preston and James dive deep into the shifting tides of global trade, monetary imbalances, and political infighting. From tariffs to treasuries, what's really driving the disruption?
TIP712: Advice for My Twenty-Year-Old Self w/ Stig Brodersen
Stig shares 20 pieces of advice with his 20-year-old self.
TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim
Clay is joined by Arif Karim to discuss Netflix and Ferrari.
BTC228: Saylor’s Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers
Diving into MicroStrategy’s preferred stock offering, Bitcoin’s rising role in corporate strategy, and macroeconomic shifts with Jesse Myers.
TIP710: Common Stocks and Common Sense w/ Kyle Grieve
Kyle explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns.
TIP709: The Art of Long-Term Investing w/ François Rochon
Clay is joined by François Rochon to discuss his long-term investing philosophy.
BTC227: Bitcoin, Taxes, and Smart Estate Planning w/ Jessy Gilger
Jessy shares his insights on Bitcoin ETFs, retirement strategies, inheritance planning, home mining, and the future of crypto self-custody.
TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman
Kyle is joined by the Founder and Chief Investment Officer of Praetorian Capital Management LLC, Harris Kupperman. Here, they discuss Harris’ investing strategy based on concentrated macro and events bets.
