PODCAST EPISODES
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.
TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel
Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies.
BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson
Chris and Joe discuss the future of Bitcoin Treasury companies and the implications of valuing equities in Bitcoin rather than fiat.
TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik
Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity.
BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney
A deep dive into how fiat distorts our psychology, identity, and values—and how Bitcoin may offer a path back to meaning.
TIP730: Richer, Wiser, Happier, Q2 2025
Stig and William invite you to join their journey as they share what's made them richer, wiser, and happier over the last quarter.
TIP729: Mastering the Capital Cycle
Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management.
BTC238: Bitcoin 101 w/ Michael Schmid
Understanding how Bitcoin secures value through digital scarcity, decentralized timekeeping, and incentivized mining.
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Stig talks about Microsoft, Block, Devon Energy, and Adyen with Tobias Carlisle and Hari Ramachandra.
