PODCAST EPISODES
TIP743: Should Value Investors Own Index Funds?
Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds.
BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton
Learn how Becca Rubenfeld and Rob Hamilton of AnchorWatch are transforming Bitcoin custody, insurance, and institutional access to crypto with cutting-edge security solutions.
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TIP742: Invest like a Business Owner w/ David Fagan
Stig speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets.
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O’Malley
Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings: Uber and Reddit.
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
Exploring Smarter Web's rise as a Bitcoin Treasury company and its vision for UK market leadership.
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?
