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Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:35 - Stig's bull case for Berkshire: balance sheet, culture, and Greg Abel (NYSE: BRK.B) 00:27:09 - Berkshire bear case: slowing growth and capital allocation risks 00:30:47 - Tobias' bull case for BellRing: FCF, protein brand strength, PE appeal (NYSE: BRBR) 00:38:30 - BellRing bear case: concentration, leverage, consumer shifts 00:47:02 - Hari's bull case for Moody's: moat, duopoly, recurring analytics (NYSE: MCO) 00:50:20 - Moody's bear case: valuation, cyclicality, regulation, AI risk Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting. Stig Brodersen's Portfolio and Track record. Check out Mastermind Discussion Q4, 2025 | Video. Check out Mastermind Discussion Q3 2025 | Video. Check out Mastermind Discussion Q2 2025 | Video. Check out Mastermind Discussion Q1 2025 | Video. Tobias' podcast, The Acquirers Podcast. Tobias ' ETF, ZIG. Tobias' ETF, Deep. Tweet to Tobias Carlisle. Hari's Blog. Tweet to Hari. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Linkedin Talent Solutions Vanta Unchained Onramp Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down the ride-sharing giant Lyft Inc. (ticker: LYFT) and discuss whether the company can regain ground against Uber, or whether it's always destined to be #2. While Lyft has clawed back some market share, finally attained profitability, and is now growing internationally, Shawn finds Lyft most interesting as a potential acquisition target for a company like DoorDash, Amazon, or Alphabet. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - Why Lyft could be such an interesting acquisition target 00:11:58 - How the company has actually managed to regain market share versus Uber 00:13:36 - What Lyft did to achieve operating profitability for the first time this year 00:24:24 - How Zimbabwe became the inspiration for Lyft 00:31:30 - How Lyft's co-founders used viral marketing to gain traction 00:32:05 - Why scrappiness is in Lyft's DNA 00:33:14 - Why Lyft made sure to IPO before Uber 01:16:05 - How to think about modeling LYFT's intrinsic value 01:19:00 - Whether Shawn and Daniel add LYFT to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Acquired podcast's coverage of the Lyft IPO. Lyft's CEO on the shift to robotaxis. Value Investor's Club pitch for Lyft. Lyft's S1 filing. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:50 - Why John Maynard Keynes is such a fascinating case study in evolving as an investor 00:08:28 - A key resource that helped him think of assets from a bottom-up approach 00:10:59 - Why Keynes's experiences of going broke multiple times helped shape him into a long-term thinker 00:17:13 - How he thought about speculation and investing, and used that to beat the market 00:28:16 - How he improved his temperament, overcame overconfidence, and adopted a long-term mindset 00:36:21 - His thoughts on diversification and reducing risk 00:41:30 - Why he believed that markets were social systems, and the errors that exposed investors to 00:50:25 - What he thought about short-term volatility 01:01:16 - Why Keynes used adaptability as such a powerful tool 01:03:50 - Six impactful takeaways Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Read Keynes and the Market. Read Concentrated Investing. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Unchained Masterworks Netsuite Vanta Shopify Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Hol dir jetzt Psychoaktiv+ und erhalte Zugriff auf den Premium-Feed mit Bonusinhalten! Konsum ist nicht immer ein Weg, sich besser zu fühlen, manchmal ist er ein Mittel zur Selbstbestrafung. In dieser Folge geht es darum, wie dieses Muster entsteht, woran man es erkennt und warum es Veränderung so zäh machen kann, obwohl der Wunsch nach Abstinenz längst da ist. Wir schauen auf die Unterschiede zwischen Selbstverletzung und Selbstbestrafung und darauf, welche Rolle Schuld, Scham und Selbsthass dabei spielen. Hier geht es zur Folge über Ambivalenz und Sucht.
Alex Gladstein and Justin Moon break down the fundamentals of large language models and explore the rise of OpenClaw as a self-sovereign AI assistant. Justin explains context engineering, local inference, and vibe coding, while Alex dives into the AI for Individual Rights program and its mission to empower activists. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:04:12 - What Large Language Models (LLMs) are and how they differ from traditional programs 00:05:15 - Why AI feels like magic—and what's really happening under the hood 00:06:01 - The key differences between open and closed AI models 00:06:50 - Why capital structures influence AI model openness 00:09:09 - How persistent memory enhances AI agent performance 00:12:18 - What inference means and why context is a scarce resource 00:19:32 - How AI agents combine traditional software with LLM reasoning 00:21:10 - The evolution from MCP-style systems to skills-based context engineering 00:25:41 - What “vibe coding” is and how it lowers the barrier to building apps 00:44:07 - How the AI for Individual Rights program supports activist-driven innovation Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Oslo Freedom Forum: Website. Justin: Nostr account. Related episode: Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Masterworks Shopify Vanta Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve discusses how a series of unforgettable real-world stories reveal the hidden psychological traps that derail investors. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:07 - How Ronaldo's Coke incident reveals the danger of false cause and effect 00:07:44 - Why patience in investing can beat the urge to stay busy 00:09:21 - How Muhammad Ali showed the power of waiting for the perfect moment 00:12:54 - Why Bobby Bonilla's contract exposes the time value of money 00:16:02 - How the Madoff scandal proves great results can hide massive fraud 00:22:09 - Why Isaac Newton's failure reveals how FOMO traps even the smartest minds 00:27:17 - How Hetty Green shows the strength of buying value when others won't 00:36:23 - What the long SPAC history warns us about hype repeating through time 00:47:33 - How relying on autopilot in markets can quietly lead you into danger 00:52:06 - Why inflation acts like a silent force pushing your spending power backward Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Read Trailblazers, Heroes, & Crooks: Stories to Make You a Smarter Investor here. Follow Kyle on Twitter and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company's culture so legendary 01:04:18 - Why Netflix's app just “works” better than the competition 01:18:03 - How to think about modeling NFLX's intrinsic value 01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track The Intrinsic Value Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Value Investors Club pitch on NFLX. The Acquired podcast's episode on Netflix. Business Breakdowns' podcast on Netflix. Check out No Rules Rules by Reed Hastings & Erin Meyer. Netflix CEO Ted Sarandos on the future of entertainment. Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay breaks down his best quality stock idea for Q1 2026: Visa. Visa is a global payments network that operates as a toll booth on commerce. Visa is one of the most durable and capital-light business models in the world. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:48 - How Visa fits into Dev Kantesaria's investing strategy 00:08:55 - The history of how Visa became the giant, ubiquitous network we all know of today 00:12:21 - Visa's role as an information network that avoids all card issuance and lending risk 00:25:08 - A side-by-side comparison of Visa versus its primary competitors, Mastercard and American Express 00:29:40 - The future of the $200 trillion dollar "New Flows" market and the rise of AI-driven agentic commerce 00:34:41 - An analysis of Visa's pristine financial profile, featuring 60% operating margins and low capital intensity 00:46:54 - A look at valuation level, the primary risks, and much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. The Intrinsic Value Podcast's episode on Visa. Related Episode TIP768: Best Quality Idea Q4 2025. Related Episode TIP745: Best Quality Idea Q3 2025. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Jeff Booth, Jack, and Nick explore a year-long paper linking Bitcoin to fundamental physics, framing Bitcoin blocks as discrete, quantized units of time. They connect concepts from quantum mechanics and entropy to Bitcoin's design, argue that its finite, discrete structure may be incompatible with quantum computing threats, and close with plans to experimentally test a Bitcoin miner's interaction with zero-point energy in a physics lab in Chamonix. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:46 - Bitcoin blocks as quantized units of time challenging the continuous-time assumption in modern physics 00:07:26 - The self-referential problem of time in physics and why time cannot be tested outside of itself 00:13:34 - Parallels between Bitcoin's mempool and quantum superposition as pre-measurement potential states 00:14:43 - How Bitcoin's UTXO model separates measurement from observation in a way physics cannot 00:31:13 - Bridging Boltzmann entropy and Shannon entropy through Bitcoin's finite state space and mining process 00:37:47 - Bitcoin's 21 million supply cap as a physical boundary analogous to Planck temperature 00:42:26 - Why Bitcoin's discrete time model may be fundamentally incompatible with quantum computing attacks 01:02:32 - Plans to test a Bitcoin miner's interaction with zero-point energy at a physics lab in Chamonix Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Jack and Nick's paper: Bitcoin - The Architecture of Time. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why the Community was built, who the members are, and how it helps investors improve idea generation, decision-making, and long-term learning through thoughtful discussion and collaboration. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:04 - Why Shawn and Daniel built The Intrinsic Value Community 00:01:58 - How members generate, discuss, and refine investment ideas 00:02:28 - What makes the member base and discussions unique 00:03:39 - How learning, feedback, and accountability work inside the Community 00:04:34 - What role the Community plays alongside the podcast and newsletter 00:06:26 - And how to get involved when new spots open *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Stig Brodersen speaks with Thomas Mueller-Borja, the Global Co-Head of Real Estate and Global CIO for Value-Add Real Estate at BlackRock. They explore how great investors define games they can win, balance ambition with contentment, and build high-quality relationships. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:22 - What happens when BlackRock raises and deploys billions of dollars 00:29:31 - How the public debt situation across the developed world may influence your investment framework 00:46:47 - How to build high-quality relationships 01:04:03 - How to define and win the right games 01:10:11 - How to balance honesty and kindness 01:17:17 - Frameworks for choosing the bigger life Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Guy Spier's interview with Thomas Borja-Mueller. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Simple Mining Netsuite Shopify Plus500 Vanta Masterworks Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine. Join Daniel Mahncke and Shawn O'Malley as they assess whether Hermès can remain the pinnacle of luxury and whether it deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:10 - What makes a brand true luxury 00:10:35 - Why no one can copy Hermès 00:18:57 - How important local production and family ties are 00:20:26 - Why Hermès started producing bags 00:23:55 - How Hermès built its moat and reputation 00:39:22 - What markets matter most to Hermès 00:43:07 - How Hermès can keep growing 01:10:51 - Whether Shawn and Daniel add Hermès to the portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Jean-Noël Kapferer's The Luxury Strategy. WSB Episode on Hermès. WSB Luxury Strategy Breakdown. Quartr Article on Hermès. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points can delay retirement by years, how to think about rebalancing, and what it truly means to be the overseer of your investments. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:57 - Why indexing works for almost everyone 00:12:49 - How to properly evaluate investment performance 00:24:58 - How to think about asset allocation and rebalancing using a simple, behaviorally sound framework 00:33:42 - What it really means to be the overseer of your investments, even if you outsource management 00:36:21 - Why missing just a few percentage points in returns can cost you years of your life 00:36:42 - Why missing 3% return means having to work another 6–7 years instead of retiring 00:44:13 - How to use expectations in the best possible way Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Listen to our interview with David Fagan about investing like a business owner. Listen to our interview with David Fagan about Buffett's favorite business book. Stig's blog post on his portfolio and track record since 2014. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians' workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing 00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity 00:03:40 - What makes Doximity's ecosystem so useful for physicians at all stages of their career 00:10:32 - Why Doximity uses subscription-based advertising options 00:25:26 - How the company protects doctors' privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools 00:26:01 - How Doximity uses productivity tools to complement its social networking service 00:44:22 - The risks and moats of having a business so concentrated on one industry 00:56:17 - How to think about modeling DOCS' intrinsic value 01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out Doximity Pitch on Value Investors Club. Doximity's 2023 Shareholder Presentation. Doximity's Investor Relations Page. Business Breakdowns' podcast on Doximity. Listen to Doximity's Investor Day. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve discusses a refreshingly different take on wealth inspired by The Five Types of Wealth by Sahil Bloom. Rather than focusing solely on money, the conversation explores a more holistic framework that includes time, relationships, health, purpose, and financial independence. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:15 - Why you should reframe wealth beyond asset accumulation 00:04:33 - How wealth is built during life, not after reaching a destination 00:04:49 - The five types of wealth and how they shape a fulfilling life 00:07:02 - How defining personal identity clarifies long-term decisions 00:07:57 - Why goals and anti-goals protect success and relationships 00:10:40 - How time wealth depends on awareness, attention, and control 00:17:45 - Why relationships are the strongest predictor of happiness and health 00:36:01 - How curiosity and purpose can drive mental wealth 00:51:27 - Why physical wealth is easy to overlook 00:57:00 - How defining enough creates financial wealth Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Buy The Five Types of Wealth here. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, blockchain integration, and breakthroughs in longevity science. With insights from personal experiments and global trends, they paint a vivid picture of the AI-powered future. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:58 - What Elon Musk and tech leaders are saying about AI and the future 00:04:33 - Why time feels like it's accelerating in today's tech-driven society 00:05:09 - How AI tools like CoWork outperform others in coding and organization tasks 00:16:15 - How note-taking AI is transforming productivity and book writing 00:17:36 - How AI could power one-person billion-dollar startups 00:18:19 - The significance of Claude's ethical framework in guiding AI decisions 00:19:27 - The ethical concerns of forming relationships with AI 00:37:03 - How energy-efficient communication protocols can reshape AI infrastructure 00:45:26 - Why legal recognition is essential for real blockchain-based equities 00:54:36 - How stem cell therapies may move medicine toward curing rather than managing disease Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Official Website: Seb Bunney. Seb's book: The Hidden Cost of Money. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Meta — the world's most powerful attention engine, spanning Facebook, Instagram, WhatsApp, and Messenger, and still driven primarily by advertising. They break down how Meta's “Family of Apps” keeps compounding through better AI-driven content discovery and ad targeting, while new surfaces like Reels, Threads, and WhatsApp monetization expand inventory and improve the long-term revenue mix. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:04:02 - How much money the Metaverse failure cost 00:06:19 - How AR glasses could replace smartphones 00:23:48 - Why Reality Labs will likely yield average returns at best 00:29:50 - What AI efforts Meta is implementing 00:32:10 - Why Meta's AI projects are not as bad as investors think 00:35:37 - How the ad engine works 00:41:31 - How WhatsApp and AI content could benefit Meta 00:57:06 - Whether Shawn and Daniel add Meta to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Interview with Mark Zuckerberg. Google Glasses Article and Demo. MBI Deep Dives Work on Meta. 9to5Google – News, Articles, and Updates. Clay's Meta Pitch in our WSB Episode. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Parker and Preston explore the implications of the Clarity Act on Bitcoin's legal protections and public understanding. They examine how AI could both distract from and inform Bitcoin adoption, unpack the foundational economic value of Bitcoin, and delve into the "ribeye index" as a real-world inflation measure. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:19 – Why the Clarity Act may pose risks to Bitcoin developers and self-custody 00:08:21 – How Texas is strategically investing in Bitcoin 00:13:26 – How AI could both mislead and inform the public on Bitcoin 00:21:43 – The economic interplay between AI and Bitcoin energy consumption 00:24:49 – Three core reasons behind Bitcoin's long-term opportunity 00:29:56 – Why Bitcoin's success is viewed as binary and what that means 00:35:16 – What the "ribeye index" reveals about real inflation 00:39:52 – Why understanding Bitcoin is crucial to protecting against hyperinflation 00:40:35 – The relationship between changing health perceptions and financial awakening 00:51:10 – How accepting Bitcoin as payment reflects deeper conviction in its value Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Parker's book: Gradually, Then Suddenly. Bitcoin is the Greatest Asymmetry. Zaprite. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Vanta Netsuite Fundrise Masterworks Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Stig Brodersen shares personal reflections on money, life, and happiness. He explores how money magnifies who we already are, why lifestyle creep can quietly erode happiness, and how growing wealth may change relationships. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:13 - Why money magnifies who you are 00:02:42 - How to think about lifestyle creeps and incremental happiness 00:10:02 - Why you shouldn't try to change others 00:14:47 - Why you should be around people who play cricket 00:22:58 - Why you can have anything but not everything 00:27:29 - Why you should lean into your unfair advantage 00:32:12 - Some welcome and uncoming surprises of wealth 00:50:25 - Why you should be useful Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Stig's blog post on his portfolio and track record since 2014. Stig's podcast episode on his journey into financial independence. Stig's podcast episode on his advice to his 20-year old self. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Churchill Downs, Inc. (ticker: CHDN), a gaming company that is uniquely tied to the world of horse racing. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:48 - What makes the Kentucky Derby such a cherished event and a masterclass on luxury hospitality 00:05:30 - Why Churchill Downs is so much more than just a gambling company 00:07:54 - What to make of the surge in historical racing machines that are powering the company's growth 00:17:22 - Why Churchill Downs gave up on mobile-app-based casino gaming 00:34:16 - How the company has used its relationships and lobbying powers to protect its business and even lower its taxes 00:38:18 - The risks and moats of entrenched gambling businesses 00:40:43 - What the future of horse racing looks like 00:45:09 - Why Churchill Downs is such an asset-heavy business 00:57:27 - How to think about modeling CHDN's intrinsic value 01:01:21 - Whether Shawn and Daniel add CHDN to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. 2023 Value Investors Club pitch for CHDN. 2025 Value Investors Club pitch for CHDN. Churchill Downs' investor relations page. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay reviews Devil Take the Hindmost by Edward Chancellor and explores three of the most infamous market bubbles in financial history: the South Sea Bubble of 1720, the Railway Mania of 1845, and Japan's asset bubble of the late 1980s. These case studies examine how greed, leverage, speculation, and misplaced faith in government or institutions repeatedly led investors to abandon fundamentals. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:59 - Why financial bubbles repeat throughout history despite changing technologies and markets 00:03:14 - The key psychological forces that drive speculative manias 00:04:47 - How speculation differs from long-term investing, and where the line often gets crossed 00:25:25 - The role governments, institutions, and incentives play in fueling bubbles 00:34:35 - Why leverage amplifies both gains and losses during periods of extreme speculation 01:03:44 - Key lessons from history's biggest bubbles Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Edward Chancellor's book: Devil Take the Hindmost. Related Episode TIP729: Mastering the Capital Cycle w/ Clay Finck. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
The Bitcoin mastermind group explores geopolitical tensions, including a potential U.S. response to Taiwan's defense and Venezuela's strategic oil reserves. They analyze the revolutionary impact of AI on economic models, employment, and national security, while diving into crypto regulation, Bitcoin predictions, and market dynamics. A mix of serious insights and entertaining AI-generated music rounds out the session. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:00:03 - Why the Venezuela raid could signify a new global power alignment 00:00:20 - The debate on whether the U.S. would defend Taiwan from a Chinese invasion 00:05:02 - Strategic importance of semiconductors in global power dynamics 00:17:58 - Elon Musk's prediction about deflation and AI-driven economies 00:25:27 - Why “bullshit jobs” might emerge in an AI-dominated future 00:32:04 - Insights from Microsoft's AI Economy Institute on global AI adoption 00:37:10 - How AI could disrupt white-collar work and content credibility 00:41:03 - Forecasts on Bitcoin's price trajectory through 2026 00:44:07 - The Clarity Act's potential impact on stablecoins and crypto markets 00:53:39 - How treasury yields, Powell investigations, and Bitcoin interconnect Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: Bitcoin Mastermind Q3 2025. Related Episode: Bitcoin Mastermind Q2 2025. American Hodl on Nostr. Jeff Ross on Nostr. Joe Carlasare on X (Twitter), Nostr. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing, insurance float, and resilient capital allocation. IN THIS EPISODE YOU'LL LEARN: 00:00:00 – Intro 00:03:29 – How Prem Watsa accidentally found investing and never looked back 00:07:48 – Why insurance float became Fairfax's secret compounding weapon 00:09:43 – The exact thinking that shaped Fairfax's long-term value discipline 00:10:02 – How Fairfax set bold targets and held itself publicly accountable 00:13:27 – Why cheap businesses taught painful but critical quality lessons 00:23:53 – How downturns and mistakes strengthened Fairfax's balance sheet mindset 00:18:18 – What the short seller siege revealed about culture and conviction 00:24:47 – How crisis hedging created survival capital and massive opportunity 00:28:46 – Why overprotection hurt returns and forced strategic humility 00:37:25 – How culture decentralization and capital allocation became Fairfax's moat Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Buy The Fairfax Way here. Listen to TIP772, How Great Compounders Turn Time Into A Superpower here. Follow Kyle on Twitter and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel Mahncke and Shawn O'Malley take a deep dive into Mercado Libre, the dominant e-commerce and fintech platform in Latin America. What started as an eBay-like marketplace has evolved into a fully integrated ecosystem spanning online retail, logistics, digital payments, lending, and advertising, with leading positions across Brazil, Mexico, and Argentina. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:10:28 - About Mercado Libre's founding story 00:12:05 - How it won the e-commerce market 00:14:14 - How and why it built its logistics network 00:38:45 - What competitors are the biggest risk 00:46:51 - What flywheel is powering the business 01:00:50 - Why Mercado Pago is such a powerful business 01:07:59 - About Mercado Libre's management and capital allocation 01:18:29 - Whether Shawn and Daniel add MELI to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Listen to Management Podcasts. Read the Potential Multibagger Article on Mercado Libre. Tune in to the Business Breakdown Episode on Mercado Libre. Read the Substack Article on Mercado Libre. Check out the McKinsey Report on Payments in Latin America. Explore our previous Intrinsic Value breakdowns: Uber, Nike, Reddit, Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay reviews the book Hidden Investment Treasures by Daniel Gladiš and explores how the rise of passive investing has created growing inefficiencies in today's market. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:37 - How the rise of passive investing has weakened the price discovery process 00:07:38 - Why price and value often diverge in overlooked parts of the market 00:15:37 - Why today's market environment may be especially favorable for disciplined value investors 00:23:53 - Why paying the right price matters more than forecasting short-term market movements 00:29:43 - How capital allocation, balance sheet strength, and management quality reduce investment risk over time 00:59:33 - Key lessons from real-world case studies, including Markel, NVR, Japanese equities, and banks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Daniel Gladiš's book: Hidden Investment Treasures. Learn more about Gladiš's firm: The Vltava Fund. Check out the Made in Japan Substack. Related Episode TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Preston and Seb unpack AI's implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk's ventures in space and autonomous tech. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:04:37 – Why AI safety and autonomy are increasingly at odds00:11:30 – How AGI could reshape governance and policy-making00:07:40 – Preston's skepticism about AI self-preservation claims00:15:18 – The unintended consequences of AI regulation00:22:15 – How Bitcoin could hold corporations accountable00:20:10 – The dangers of centralizing economic power via AI00:34:45 – Why generalist thinking matters in a post-pandemic world00:37:20 – The role of curiosity and deep reading in future-proofing00:41:59 – How SpaceX is redefining launch economics with reusable rockets00:57:41 – The hidden potential of Tesla's AI chips and compute power Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Clip 1: AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! with Tristan Harris. Clip 2: Marc Andreessen explains the future belongs to generalists in the AI era. Clip 3: Elon Musk on the Future of SpaceX & Mars. Official Website: Seb Bunney. Seb's book: The Hidden Cost of Money. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Narrator: Thomas Jones
In this episode, Stig Brodersen sits down with Clay Finck to reflect on Clay's portfolio decisions, investment philosophy, and personal evolution as an investor. Clay walks through the rationale behind recent additions to his portfolio, how his thinking on valuation versus quality has matured, and why he increasingly prioritizes businesses led by exceptional operators with long runways for compounding. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:48 - Which stocks Clay added to his portfolio in 2025 00:03:10 - How “sidecar investing” with exceptional founder-operators shapes Clay's portfolio 00:19:34 - How short-term market narratives can diverge from changes in intrinsic value 00:26:24 - How Clay approaches position sizing, opportunity cost, and staying invested 00:14:27 - Why geography, currency risk, and capital flows matter in global investing 00:41:52 - How value investing principles influence Clay's views on money, career, and happiness Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Clay Finck's investment philosophy. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions Alexa+ HardBlock Unchained Amazon Ads Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Shawn O'Malley and Daniel Mahncke break down Exor NV (ticker: EXO), a unique holding company that has acted as a vehicle for the family wealth of Fiat's founder, but now poses a compelling arbitrage opportunity, with Exor's stock trading at nearly a 60% discount to its net asset value. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 – Intro 00:04:55 – How Ferrari became Exor's largest investment 00:06:16 – Whether Exor actually offers discounted exposure to companies like Ferrari, Stellantis, and CNH 00:16:48 – What markets Exor is focusing on most now 00:19:45 – Why Exor trades at such a discount to its NAV 00:42:02 – Why Exor trimmed part of its Ferrari stake 00:45:01 – Why Exor is unlikely to be forced to realize its NAV by outsiders 00:51:03 – Why Exor reclassified itself from an industrial conglomerate to an investment company 01:00:11 – How to think about modeling EXO's intrinsic value 01:09:24 – Whether Shawn and Daniel add EXO to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out the Interview with Exor's CEO, John Elkann. Check out the 2020 Value Investors Club pitch on Exor. Read the 2011 book on the Agnelli family history. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Clay is joined by Shawn O'Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META). IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:40 - Why Shawn is bullish on Exor NV 00:04:58 - Why Exor trades at a 60% discount to net asset value 00:11:22 - An assessment of Exor's management team 00:39:57 - Why Daniel is bullish on Mercado Libre 00:49:49 - An overview of the competitive landscape for MELI 01:08:57 - Why Clay is bullish on Meta Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Check out The Intrinsic Value Podcast. Check out The Intrinsic Value Newsletter. Check out The Intrinsic Value Community. Related Episode: TIVP050: Portfolio Review: Performance & New Positions. Follow Clay on LinkedIn & X. Follow Shawn on LinkedIn & X. Follow Daniel on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions Alexa+ HardBlock Unchained Amazon Ads Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Dr. Richard Wallace, creator of ALICE and AIML, shares his journey from 1990s chatbot innovation to today's AI frontiers. He and Preston also explore AI's learning methods, human vs machine intelligence, and the evolving role of creativity in artificial minds. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:46 - How a 1990 New York Times article inspired Richard Wallace's AI journey 00:03:42 - What made the ALICE chatbot revolutionary in its time 00:07:20 - The principles behind minimalist robotics and their influence on AI 00:12:00 - How AIML works and why it was crucial to early chatbot success 00:16:30 - The contrast between supervised and unsupervised learning methods 00:17:20 - Why LLM decision-making processes remain hard to interpret 00:20:33 - How humans and chatbots use language in surprisingly robotic ways 00:24:43 - The philosophical roots of the Turing Test and its modern critiques 00:40:19 - Insights on combining symbolic and neural approaches in AI today 00:41:18 - What Wallace is working on now at Franz in medical AI predictions Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES The platform behind ALICE: Pandorabots.com. Website: Franz. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions Alexa+ HardBlock Unchained Amazon Ads Vanta Abundant Mines Horizon Public.com - see the full disclaimer here. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and reconnect with what matters most. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:05:49 - How to tap into your subconscious mind through a flow state 00:17:12 - How and why Arnold Van Den Berg hypnotized William to prime him for success 00:52:33 - How to show gratitude in a world full of confusion and anger 01:12:08 - Whether we all want the same things in life, including respect, appreciation, love, and independence 01:36:51 - Why you should treat adversity as a gift to behave well Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. William Green's book Richer, Wiser, Happier. William's episode with Arnold Van Den Berg about how to thrive no matter what. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Follow our official social media accounts: X | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions HardBlock Alexa+ Unchained Amazon Ads Vanta Shopify Abundant Mines Horizon Public.com - see the full disclaimer here. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Daniel and Shawn take a deep dive into Chapters Group — one of Europe's most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group's growth is coming from, how the company allocates capital, and whether Chapters Group's valuation is justifiable. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 – Intro 00:06:56 – How Chapters Group was founded 00:09:20 – Why elite investors invest in it 00:14:09 – How their playbook for M&A works 00:20:55 – About the major long-term tailwinds behind their businesses 00:35:28 – How M&A is financed 00:46:14 – Why dilution is justified at this stage 00:50:39 – How the financials look 01:05:26 – Whether Shawn and Daniel add CHG to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter. Joys of Compounding interview with CEO Jan Mohr. Chapters Group Half-Year Presentation 2025. TIVP Episode on TransDigm. Tresor Capital Research Article. CEO Mohr presenting at the Redeye Serial Acquirer Conference. William Thorndike's book: The Outsiders. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle discusses the most important investing lessons he learned in 2025. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks 00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality 00:13:42 - Sleuthing a business 00:17:15 - Why reflecting on your own emotions is essential 00:23:35 - Why intelligent investing always involves incomplete information 00:31:17 - Intentional inactivity 00:37:09 - How understanding company culture helps identify true long-term compounders 00:42:25 - Why founders matter 00:53:56 - Focusing on fragility and downside risk 00:59:01 - Why incentive structures are one of the most critical drivers of business performance Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Buy The Compounders. Listen to MI310: A Serial Acquirer Deep Dive. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Follow our official social media accounts: X | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions HardBlock Alexa+ Unchained Amazon Ads Vanta Shopify Abundant Mines Horizon Public.com - see the full disclaimer here. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks' concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, tactile sensing, and visual feedback. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:37 - Why Ken agrees that robotics may have “lost its way” 00:03:37 - The critical gap between AI language skills and robotic manipulation 00:04:33 - How robot mobility is advancing, but dexterity still lags 00:08:15 - Why tying shoelaces is still too complex for robots 00:12:37 - The role of tactile sensing vs. vision in robotic surgery 00:14:45 - How camera placement in robotic hands affects manipulation 00:20:18 - Why the robot data gap could be 100,000 years behind language models 00:25:13 - Why simpler grippers often outperform human-like robotic hands 00:27:03 - The engineering behind Dex-Net and Ambi Robotics' success 00:34:37 - How real-world testing exposed unexpected robotic limitations Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Official website: Ken Goldberg. Website mentioned: Ambi Robotics. Research Article: Dex-Net in Science Robotics January 2019. Executive Education profile: Prof. Ken Goldberg. Ken Goldberg interview by Kara Manke: Are We Truly on the Verge of the Humanoid Robot Revolution? Goldberg on Moravec's Paradox. Goldberg on AI and Creativity. TEDx Talk: "Robots: What's Taking So Long?" Op-Ed by Ken Goldberg, Boston Globe: Let's Give AI a Chance. Research Papers are available for download. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Linkedin Talent Solutions HardBlock Alexa+ Unchained Amazon Ads Vanta Shopify Abundant Mines Horizon Public.com - see the full disclaimer here. References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson's investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU'LL LEARN: 00:00:03 - Intro 00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure. 00:10:31 - Why investors must go beyond numbers to grasp deep truths about businesses. 00:16:56 - What riding in a Tesla taught him about the awesome experience of quality. 00:21:05 - Why investors should harness intuition & emotions but avoid ego. 00:36:31 - How to succeed by owning resilient businesses & ignoring macro forecasts. 00:39:26 - What qualities made Nima's mentor, Lou Simpson, an investing legend. 00:49:27 - How Lou taught Nima to avoid noise, distractions & the lure of a flashy office. 00:59:03 - Why Nima's portfolio is dominated by stocks like AppFolio & Brookfield. 01:13:08 - What he learned from having dinner with Charlie Munger. 01:30:26 - Why we should surrender to uncertainty & should welcome volatility. 01:39:55 - What investors can learn from surfers about the value of self-reliance. 01:41:35 - Why he named his investment firm after a 13th-century Sufi mystic. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Inquire about William Green's Richer, Wiser, Happier Masterclass. Read Concentrated Investing by Allen Benello, Michael van Biema, Tobias Carlisle. Read Small is Beautiful & A Guide for the Perplexed by E.F. Schumacher. Read Jalal ad-Din Muhammad ar-Rumi's book, The Ultimate Rumi Collection. Check out William Finnegan's book Barbarian Days. Check out William Green's book, Richer, Wiser, Happier. Follow William Green on X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Onramp Amazon Ads Alexa+ Shopify Vanta Abundant Mines Horizon • Public.com - see the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein's book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - Why stock options often misalign executives and long-term shareholders 00:08:51 - How financial engineering was abused in the 1990s market boom 00:12:45 - How distorted incentives fueled the dot-com bubble 00:27:51 - Why revolutionary technologies don't guarantee successful investments 00:31:47 - The role Wall Street analysts and the media played in amplifying speculation 00:39:19 - How Enron's deception exposed systemic failures in governance and oversight 01:11:34 - Clay's lessons for avoiding hype-driven bubbles in the future Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Roger Lowenstein's book: Origins of the Crash. Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck. Follow Clay on LinkedIn & X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Onramp Amazon Ads Alexa+ Shopify Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, and the future of simulated realities. They also touch on AI bias, regulation, and how evolving tech might reshape society, purpose, and connection. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:05:20 - How genetic data is used to create custom supplement plans 00:07:21 - The role of AI in interpreting genetic information 00:16:21 - Why Google's space-based data centers could revolutionize computing 00:19:55 - Technical challenges of Bitcoin mining in orbit 00:24:17 - The implications of space debris and Kessler Syndrome 00:26:11 - How AI is personalizing education through initiatives like "Learn Your Way" 00:30:35 - Pros and cons of VR and humanoid robots in classrooms 00:38:45 - Ethical concerns around AI bias and centralization of regulation 00:54:37 - Advances in haptic touch technology for VR and robotics 00:50:12 - Philosophical questions about simulations, reality, and technology's impact on society Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Seb's book: The Hidden Cost of Money. X Account: Seb Bunney. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Onramp Amazon Ads Alexa+ Shopify Vanta Public.com - see the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:04:01 - Why Howard Marks aims for “steady excellence,” not shooting the lights out. 00:05:59 - What investors should learn from great (& not-so-great) tennis players. 00:13:13 - How to figure out the right “risk posture” for your investment portfolio. 00:20:12 - How he managed to pull off 5 major market calls in the course of his career. 00:33:24 - What makes Bruce Karsh, his long-time partner, a superb investor. 00:36:52 - How specialization can give you a powerful edge. 00:57:53 - How today's investment environment resembles the dotcom bubble. 00:54:21 - Why Howard expects most AI companies to “end up worthless.” 00:58:55 - Why he's deeply wary of investing in Bitcoin & gold. 01:10:46 - Why bonds now strike him as a relatively attractive investment. 01:20:05 - How he reached the pinnacle without sacrificing family, friends or hobbies. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Inquire about William Green's Richer, Wiser, Happier Masterclass. The Complete Collection of Howard Marks' Memos. Howard Marks' book The Most Important Thing Illuminated. Howard Marks' book Mastering the Market Cycle. Charlie Ellis's book Winning the Loser's Game. David Swensen's Pioneering Portfolio Management. Edward Chancellor's Devil Take the Hindmost. William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Public.com - see the full disclaimer here. Amazon Ads Alexa+ Shopify Vanta Onramp Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Kyle Grieve breaks down Michael Mauboussin's key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four myths in investing (many of which I've fallen for) 00:26:15 - Why you must take GAAP numbers on a case-by-case basis due to handicaps of the standard 00:25:07 - How the rise in passive investing is making active investing more challenging 00:33:19 - Why GAAP losers outperform GAAP winners 00:37:14 - Why you should understand the differences between pricing and valuing a business 00:48:39 - Why using assorted multiples will help identify true undervaluations 00:45:50 - How to utilize the rule of 40 in your investing regardless of whether you invest in tech or not 00:49:16 - What to know about the base rates of a public business's survival 00:58:00 - Why most investments will fail and how to deal with the ones that succeed Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read The Consilient Observer here. Learn about the BIN framework here. Dive into the four myths here. Explore valuation multiples more here Understand total shareholder returns more here. Improve your views on business survival here. Follow Kyle on Twitter and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Alexa+ Vanta Amazon Ads reMarkable Shopify Onramp Public.com - See the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy's role in supporting AGI. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:44 - How Tesla's FSD 14.2 dramatically improved its autonomous driving performance 00:13:42 - The ethical dilemmas and liability concerns around AI decision-making 00:20:27 - Tesla's sensor-only approach versus LiDAR-heavy systems like Waymo 00:27:31- The potential of biologically-inspired artificial neurons 00:30:32 - How brain-computer interfaces could revolutionize AI and prosthetics 00:32:28 - The societal risks of tech-enhanced human capabilities 00:36:26 - How AI image generation tools like Google's Nano Banana Pro are evolving 00:49:37 - Why AI's energy demands are influencing nuclear power policy 01:00:06 - The risks of AI-induced content homogenization and “AI slop” 01:07:22 - Why some are turning to manual trades to escape AI disruption Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related book: Lifespan: Why We Age―and Why We Don't Have To. Seb's website: Seb Bunney - The Qi of Self Sovereignty. Seb's book: The Hidden Cost of Money. X Account: Seb Bunney. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Kubera Vanta reMarkable Onramp Public.com Netsuite Shopify Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kill criteria, scale, compounding, randomness, and regression to the mean to show how they shape real-world outcomes. He'll also share practical frameworks for improving decision-making, managing uncertainty, and positioning your portfolio to benefit from long-term compounding. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:23 - How feedback loops stabilize or reinforce outcomes in investing 00:10:11 - How kill criteria help you make predetermined decisions in a noisy world 00:14:09 - Why the cone of uncertainty is useful for evaluating conviction and position sizing 00:17:33 - How scale changes the behavior, costs, and risks of a growing business 00:25:06 - How algorithms clarify which inputs drive the conclusions you rely on 00:30:20 - How to evaluate a company's ability to reach critical mass and become self-sustaining 00:35:35 - The hidden forms of compounding that are just as powerful as the visible ones 00:40:02 - Why power laws should influence your portfolio concentration 00:43:12 - How randomness shapes investing outcomes, and how to take advantage of it 00:51:24 - Why regression to the mean matters during periods of strong or weak performance Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Thinking in Systems here. Buy The Great Mental Models Vol 3: Systems and Mathematics here. Buy Quit here. Listen to my interview with Annie Duke here. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained Onramp HardBlock Amazon Ads reMarkable Alexa+ Linkedin Talent Solutions Public.com Vanta Netsuite Shopify Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:42 - Why Compounders deserve to trade at a premium 00:10:13 - The three parameters necessary for successful compounding 00:12:49 - The two approaches for reinvestment that compounders take advantage of 00:14:42 - How compounders create resiliency 00:19:37 - The reasons Sweden has so many successful serial acquirers 00:25:25 - About the two pioneers of Swedish decentralization 00:25:25 - Why Electrolux has created so many great business cultures 00:31:03 - The importance of discipline to successful serial acquirers 00:38:36 - The benefits of working capital KPIs 00:57:54 - The surprising ingredient of compounders Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy The Compounders here. Listen to MI310 A Serial Acquirer Deep Dive: here. Follow Kyle on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained Onramp HardBlock Amazon Ads reMarkable Alexa+ Linkedin Talent Solutions Public.com Vanta Netsuite Shopify Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Narrator: Thomas Jones
Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin's relevance in today's world. They explore Natalie's personal immigrant story, the financial wake-up call of 2008, and how Bitcoin offers hope amid systemic dysfunction. They also address national vulnerabilities, military planning, and the future of decentralized money. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:04 - How Natalie's immigrant background shaped her views on money and freedom. 00:08:02 - The 2008 financial crisis as a catalyst for her career and beliefs. 00:11:03 - Why Bitcoin is seen as a corrective to a broken financial system. 00:18:02 - The distinction between true capitalism and socialized losses. 00:23:34 - How to explain Bitcoin's volatility through systemic flaws. 00:28:09 - Why Bitcoin is for Everyone is a great entry point for Bitcoin beginners. 00:31:56 - How energy use and scarcity are central to Bitcoin's value. 00:35:50 - Why Bitcoin's design empowers individuals over institutions. 00:46:49 - The importance of educating future generations on sound money. 00:54:18 - The national security risks tied to financial and industrial offshoring. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Natalie's new Book: Bitcoin is for Everyone. Natalie's Podcast: Coin Stories. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained Onramp HardBlock Amazon Ads reMarkable Alexa+ Linkedin Talent Solutions Public.com Vanta Netsuite Shopify Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime 00:11:14 - How to identify and take advantage of stocks nobody else wants 00:17:48 - Why more research time should be spent finding the truth of things rather than confirming what you already believe to be true 00:24:46 - A simple framework for identifying and holding businesses that compound capital 00:28:29 - The four kinds of events when a quality business can offer attractive entry points to look for 00:43:51 - Strategies to search for opportunities in newly opened markets 00:52:32 - The importance of perspective when taking advice from people who are playing different games than you 00:56:09 - The importance of being reluctant to take profits 01:02:08 - How to utilize metaphors to aid in your investing decision-making 01:12:30 - The strength of using tracking positions to understand potential outperformers better Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy Money Masters of Our Time here. Follow Kyle on X and LinkedIn Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions reMarkable Netsuite Shopify Onramp Vanta Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus just 8.7% for the S&P 500. $10,000 invested in their fund at inception would have grown to over $1 million, and had that money been invested in the market, it would have been worth around $95,000. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:28 - Andrew's thoughts on whether today's markets are becoming more or less efficient 00:13:08 - How today's market reminds him of the 1999 tech business 00:16:17 - His investment thesis and intrinsic value estimate of Floor & Decor 00:41:26 - Why Andrew is long Kinsale Capital in the fund 00:57:05 - Andrew's thoughts on weathering periods of underperformance relative to the broader market Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Cliff Asness's paper: The Less-Efficient Market Hypothesis. Check out Turtle Creek Asset Management. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Related Episode: TIP674: Outperforming the Market, Managing Risk, & Market Inefficiencies w/ Andrew Brenton, or watch the video. Follow Clay on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions reMarkable Netsuite Shopify Onramp Vanta Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Narrator: Arif Hodzic
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