First, we like to have fun. Second, we read and talk about the books that have influenced billionaires the most. We typically talk about Warren Buffett, Charlie Munger, Ray Dalio, Stanley Druckenmiller, George Soros, and other financial billionaires.
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2025-02-02 |
TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Shawn O’Malley. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Stig’s pick is the serial acquirer LIFCO, a wonderful company p... |
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2025-01-31 |
TIP695: The Story of Tencent: China's Tech Behemoth w/ Clay Finck While the mainstream headlines often focus on the Magnificent Seven, we’re diving into a global powerhouse that often flies under the radar — Tencent. Based in Shenzhen, China, Tencent is a giant in gaming, social media, and cloud services. From the cr... |
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2025-01-29 | This episode dives deep into the systemic issues of broken money, the hidden impact of inflation, and the concentration of power in financial systems. Our guest unpacks how sound money, Bitcoin, and decentralization could lead to a fairer, more stable ... |
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2025-01-26 |
TIP694: The Scuttlebutt Edge: From Research to Returns w/ Kyle Grieve In today's episode, Kyle Grieve will discuss the concept of scuttlebutt, made famous by Philip Fisher in Common Stocks and Uncommon Profits. You’ll learn why scuttlebutt is essential for building conviction and understanding both bullish and bearish pe... |
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2025-01-24 |
TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck In this episode, Clay explores The Power Law by Sebastian Mallaby and uncovers the secret behind venture capital’s astonishing success. The Power Law is a fundamental law of the universe that explains why just a handful of disruptive companies, like ... |
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2025-01-22 | In this episode, Adam Haynes from SimpleMining.io breaks down Bitcoin mining fundamentals, energy innovations, and advanced technologies like AI and quantum computing. We explore hashrate growth, the debate between mining and buying Bitcoin, and strate... |
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2025-01-19 |
TIP692: Reading the Signals: How To Identify Winning Investments w/ Andrew Martin In today's episode, Kyle Grieve chats with Andrew Martin about how he utilized his PhD in investing, the typical traits Andrew looks for in great investments, valuable physics-related mental models to improve your thinking processes, why Andrew is attr... |
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2025-01-17 |
TIP691: Sol Price: The Retail Visionary Behind Costco w/ Clay Finck Clay dives into the life and legacy of Sol Price, the pioneering retail entrepreneur who revolutionized the industry with FedMart and Price Club, ultimately leading to the creation of Costco. The episode explores how Price's business philosophies, inc... |
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2025-01-15 | Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilu... |
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2025-01-12 | In this episode, William Green speaks with Barron’s Roundtable member Bill Priest, who is Vice Chairman of TD Wealth and founder, Chairman, and Co-Chief Investment Officer of TD Epoch. Bill is the co-author of several books, including “Winning at Activ... |
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