The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network episodes

August 27, 2025BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)
Rod and Preston discuss Bitcoin’s rapid innovation, from ARK protocol transactions to new mining hardware. They examine custody solutions for Bitcoin treasuries, balancing institutional needs with community values, and preview the Custody & Treasury Summit and “Imagine If” event.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - The latest Bitcoin innovations, including ARK protocol’s first transaction.
04:00 - Block’s new modular mining hardware and its market impact.
10:03 - Why custody solutions are critical for Bitcoin treasuries.
13:15 - The challenges and opportunities of institutional Bitcoin adoption.
15:05 - How Rod and Preston see Bitcoin custody evolving in the coming years.
23:02 - Insights into Bitcoin Park’s expansion from Nashville to Austin.
28:55 - The goals of the Custody & Treasury Summit and “Imagine If” summit.
33:10 - The vision for Nashville as a hub for Bitcoin, AI, and energy convergence.
36:05 - How AI tools are transforming workflows, events, and productivity.
45:20 - Plans for future summits and a 12-city tour to advance Bitcoin conversations.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Learn about the upcoming event at Bitcoin Park: Bitcoin Custody and Treasury Summit at Bitcoin Park.

Read about the details on the first-ever Bitcoin, AI, and Energy convergence event: Imagine IF (Bitcoin, AI, and Energy Summit) information.

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.

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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
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55 min
August 24, 2025TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses legendary value investor John Neff, one of the most underrated investors in value investing, who quietly outperformed the S&P 500 for decades. You’ll learn more about Neff’s contrarian mindset, his focus on low PE stocks, and his disciplined yet unconventional approach, which shaped one of the most impressive track records in investing history.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:04 – The unconventional mindset that made John Neff a true contrarian investor
03:41 – Why “boring” businesses can be surprisingly beautiful wealth builders
04:18 – How lessons from his father and mentors shaped Neff’s investing philosophy
06:21 – The hidden danger of investment committees that drag down star performers
10:58 – The two simple categories Neff used to organize his view of the stock market
17:11 – Why Neff’s strategy leaned into dividends—and how that powered his outperformance
19:40 – The overlooked way he measured actual business value against the market
20:20 – How Neff found profits hiding in slow growers, cyclicals, and even high PE stocks
56:51 – The surprising blind spot of value investors who ignore compounders

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Buy a copy of John Neff on Investing here.

Buy a copy of Investing For Growth here.

Follow Kyle on Twitter and LinkedIn.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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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.

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1 hr 4 min
August 22, 2025TIP746: ASML: Europe's Tech Monopoly
In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually.
ASML holds one of the most powerful monopolies on earth as it’s the sole manufacturer of EUV lithography machines, which make the world’s most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldn’t power iPhones, AI data centers, or the modern digital economy.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:56 - How ASML grew from a Philips spinoff into Europe’s most important tech company.
13:31 - How ASML’s partnership with TSMC shaped the global semiconductor industry.
32:16 - Why ASML holds a near-monopoly on EUV lithography machines.
41:01 - Why the geopolitical tension between the US and China place ASML at the center of technology power struggles.
53:30 - How investors can view ASML’s growth, risks, and future opportunities.
01:00:23 - What makes ASML’s moat nearly impossible for competitors to replicate.
01:05:08 - The dual leadership that propelled ASML’s rise and built a culture of relentless focus.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Marc Hijink’s book: Focus: The ASML Way.

Related Episode TIP727: 7 Powers by Hamilton Helmer.

Related Episode TIVP024: TSMC: The Most Important Business in the World?.

Follow Clay on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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1 hr 12 min
August 20, 2025BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)
A sharp panel debates Bitcoin’s “institutional phase”: BlackRock’s ETF as catalyst, SEC policy shifts on in-kind redemptions, and the boom in corporate treasury strategies.
They probe Coinbase custody concentration, nationalization risks, Tether’s role, and why self-custody remains the antidote. AI’s influence on education and CBDCs vs private stablecoins round out a high-signal hour.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:11 - Why BlackRock’s spot ETF marked a cultural and capital tipping point.
05:31 - How SEC limits on in-kind redemptions and their reversal, shape market integrity.
08:56 - The difference between MicroStrategy’s preferred stock model vs convertible debt.
10:14 - Why concentrated Coinbase custody introduces fragility and what decentralizes it.
12:10 - The political “nationalization” risk and how institutions could be rugged.
17:45 - The case for denominating liabilities in fiat while stacking BTC.
19:50 - Pitfalls of copycat treasury companies timing the market (e.g., short-dated debt).
25:53 - How AI-driven discourse (e.g., Grok) accelerates Bitcoin education.
29:10 - Why private stablecoins (e.g., Tether) may outcompete CBDCs globally.
37:37 - The timeless lesson: make Bitcoin “un-ruggable” via self-custody.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
P2P Bitcoin Trading Platform: Hodl Hodl.

Event details: Baltic Honeybadger Conference.

Conference sponsor: Debifi.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠.

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Join the exclusive ⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

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42 min
August 17, 2025RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert Hagstrom
In this episode, William Green chats with Robert Hagstrom, Chief Investment Officer & Senior Portfolio Manager at Equity Compass. Robert is the author of a classic book, “The Warren Buffett Way,” which lays out the principles that made Buffett the greatest investor of all. Here, Robert shares life-changing lessons he learned from Buffett & two other icons: Charlie Munger & Bill Miller. He also explains why a focused, low-turnover portfolio is a brilliant but difficult strategy.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:39 - How Robert Hagstrom became a multidisciplinary thinker.
08:09 - How to think better & invest better by tuning out the noise.
26:01 - What mistake Warren Buffett made most frequently.
35:30 - Why AI falls short when it comes to investment decisions.
35:30 - Why Nvidia is Robert’s biggest holding.
01:04:49 - How Miller endured & recovered from a devastating mistake.
01:14:43 - What insights led Bill Miller to make billions in Amazon & Bitcoin.
01:32:04 - Why it’s smart but really hard to own a concentrated portfolio.
01:34:29 - Why Robert views Modern Portfolio Theory with disdain.
01:42:23 - What advice Robert received from investing giant Bill Ruane.
01:48:06 - Why you should be deeply wary of investing in private equity.
02:04:04 - What life lesson Robert has learned from Buffett.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠here⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Robert Hagstrom’s investment firm, Equity Compass Investment Management.

Robert Hagstrom's books: The Warren Buffett Way, The Warren Buffett Portfolio, Investing: The Last Liberal Art.

Mortimer Adler's How to Read a Book.

Louis Menand's The Metaphysical Club.

William Green’s podcast interview with Bill Miller.

William Green’s podcast interview with Bill Nygren.

William Green’s book, “Richer, Wiser, Happier” – ⁠⁠read the reviews of this book⁠⁠.

Follow William Green on ⁠⁠⁠⁠X⁠⁠⁠⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠here⁠⁠⁠⁠.

Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠.

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Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠.

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2 hr 9 min
August 15, 2025TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck
On today’s episode, Clay Finck breaks down his best quality stock idea for Q3 2025: Amazon.
Clay explores how Amazon has evolved from a low-margin online retailer into a diversified, high-margin tech platform. He also makes the case as to why Big Tech may be systemically undervalued, providing a unique opportunity for investors willing to ride out the higher levels of stock price volatility.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:02 - Why Big Tech, despite its size, may be systemically undervalued.
15:16 - How Amazon evolved from a low-margin online retailer into a high-margin tech platform.
25:11 - The three megatrends Amazon is positioned to benefit from.
29:17 - A breakdown of Amazon’s four main business segments: Retail, AWS, Advertising, and Prime.
50:02 - Amazon’s key competitive advantages and culture of reinvention.
55:07 - How we view Amazon’s valuation today.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

MBI Deep Dives: ⁠Amazon⁠.

The Intrinsic Value Podcast ⁠episode⁠ on Amazon.

Daniel’s ⁠model⁠ for Amazon.

⁠The Systemic Undervaluation of Big Tech⁠.

Mentioned Episode ⁠TIP727: 7 Powers by Hamilton Helmer⁠.

Related Episode ⁠TIP722: Best Quality Idea Q2 2025⁠.

Related Episode ⁠TIP698: Best Quality Idea Q1 2025⁠.

Related Episode ⁠TIP675: Best Quality Idea Q4 2024.

Related Episode ⁠TIP652: Best Quality Idea Q3 2024.

Follow Clay on ⁠X⁠ and ⁠LinkedIn⁠.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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1 hr 2 min
August 13, 2025BTC247: Bitcoin's evolution with Traditional Finance w/ Jon Melton (Bitcoin Podcast)
Preston sits down with Jon Melton to explore his shift from Morgan Stanley to Bitcoin, insights on Silvergate Bank’s crypto strategy, and the future of Bitcoin-backed finance.

They delve into lending models, the impact of regulation, and how Jon sees banks engaging with digital assets going forward.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:31 - How Jon transitioned from Morgan Stanley to the Bitcoin world.
06:32 - The impact of Wences Casares on Jon’s Bitcoin conviction.
08:43 - What made Zappo a pioneer in Bitcoin custody.
09:42 - Silvergate Bank’s unique approach to cryptocurrency banking.
14:50 - Reasons behind Silvergate’s decision to wind down operations.
20:09 - The importance of over-collateralization in Bitcoin lending.
23:10 - Why Unchained avoids rehypothecation in its lending model.
27:25 - How Bitcoin loans might integrate with real estate in the future.
33:38 - The Federal Reserve vs. Treasury Department on stablecoin policy.
37:49 - Why Jon remains bullish on Bitcoin and its role in future finance.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Website: Unchained Capital.

Related Article: Revisiting Unchained’s Core Lending Principles by Jon Melton.

Related article: Core Lending Principles.

Related article: The Plot to Destroy Silvergate by Nic Carter.

Related Video: Banking, Crypto, and an Upcoming Regulatory Overhaul with Caitlin Long and John Maxfield.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.
Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠.
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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:
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42 min
August 10, 2025TIP744: Hidden Monopolies w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in high-quality businesses.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:45 – Why scale effects are ineffective against disruption via innovation
06:22 – Why having high customer loyalty is so powerful as an advantage vs competitors
10:01 – The five customer loyalty moats you must know
17:15 – Why ecosystem moats are so hard to build, but generate significant customer loyalty
18:53 – How platform moats generate powerful customer loyalty between multiple parties
20:08 – How can we objectively measure a company's moat using customer loyalty advantages
23:09 – The nine failures in using retention-like KPI’s
25:31 – The three barriers that create customer loyalty
26:57 – Why the moat score index is such a handy tool for measuring moat
47:17 – How customer loyalty moats can be disrupted
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Buy a copy of Hidden Monopolies here.

Listen to TIP694 The Scuttlebutt Edge here.

Follow Kyle on Twitter and LinkedIn.

Check out all the books mentioned and discussed in our podcast episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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1 hr 3 min
August 08, 2025TIP743: Should Value Investors Own Index Funds?
In this episode, Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle’s simple approach has been adopted by millions worldwide, collectively saving investors trillions of dollars in fees over the years.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:34 - How John Bogle’s index fund philosophy revolutionized investing.
05:46 - Why most active mutual fund managers underperform the S&P 500 over time.
25:11 - How to estimate realistic future returns for the S&P 500.
31:50 - How fees and taxes quietly erode investment returns.
50:23 - Why index funds are easier to hold onto during market crashes.
52:11 - Why Clay chose not to invest in index funds at this point in his investment journey.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

John Bogle’s book, The Little Book of Common Sense Investing.

Nick Magguilli’s book, Just Keep Buying.

Related Episode: MI167: The Bogle Effect w/ Eric Balchunas.

Related Episode: TIP709: The Art of Long-Term Investing w/ Francois Rochon.

Related Episode: TIP734: My Investment Philosophy w/ Clay Finck.

Follow Clay on X and LinkedIn.

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59 min
August 06, 2025BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast)
Becca and Rob from AnchorWatch join Preston to unpack the future of Bitcoin custody and insurance. They explore multisig security, time-locked vaults, inheritance planning, insured yield products, and how institutional players like banks and insurers are adopting crypto through innovative custody models, convertible debt strategies, and reinsurance collaborations.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
09:26 - How AnchorWatch uses Miniscript and multisig for Bitcoin custody
15:20 - Why Bitcoin is gaining traction in institutional asset management
19:07 - AnchorWatch’s approach to inheritance and asset protection
27:05 - What Fannie Mae and Freddie Mac's crypto guidance means for lending
39:51 - How Bitcoin custody is evolving to resemble traditional banking
40:28 - How insurance firms are gaining Bitcoin exposure via convertible debt
45:22 - The potential for Bitcoin-denominated insurance products
46:05 - AnchorWatch's collaboration with institutional partners like Allianz
47:07 - Yield opportunities in insured Bitcoin pools

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Website: AnchorWatch.

X Account: Rob Hamilton.

X Account: Becca Rubenfeld.

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.

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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
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1 hr 9 min

About The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

From the publisher's feed

Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.