PODCAST EPISODES
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.
TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck
Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM).
BTC226: Bitcoin Mastermind Discussion Q1 2025
Mastermind discussion on the dollar’s weakness, Bitcoin bonds, regulatory updates, and market liquidity trends.
TIP706: The Founder’s Mindset w/ Cristiano Souza
Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business.
BTC225: Bitcoin Revolutionizing Renewable Energy w/ Daniel Batten
Daniel Batten discusses how Bitcoin is reshaping the renewable energy sector, mining decentralization, heat reuse innovations, and the future of AI in Bitcoin.
TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk
Kyle is joined by Adam Wilk to talk about the powers of incremental improvement, the shared qualities found in Adam’s investments, & more!
TIP704: The Nvidia Way w/ Tae Kim
Tae Kim discusses his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world.
