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 03, 2025TIP742: Invest like a Business Owner w/ David Fagan
In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk—and how habits, friendships, and clarity of purpose shape long-term success in both business and life.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
05:35 – Why some business owners often become better investors through firsthand experience with risk, volatility, and capital allocation.
14:57 – The blind spots business owners have when they enter the world of investing.
23:09 – Why you might shift your attitude toward dividends after experiencing firsthand how brutal capitalism is.
28:30 – David shares the daily habits that help him stay grounded, including exercise, reading, and reflection.
35:49 – A different take on “you are the average of the five people you spend the most time with”—and the tradeoffs of seeking higher-caliber peers.
37:51 – Why financial independence raises deeper questions about purpose, relationships, and long-term alignment in life and work.
59:06 – When (and how) to go into business with friends: lessons from real stories about incentives, equity splits, and mutual expectations.

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.

Listen to our interview with David Fagan about Buffett’s favorite business book.

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 25 min
August 01, 2025TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley
On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio.
Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of 20 holdings.
In this conversation, they explore Reddit's transformation from an unprofitable tech IPO to a rapidly growing, cash flow positive business, and examine Uber's dominant market position and diversified revenue streams.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - Shawn's process for conducting weekly company deep dives on The Intrinsic Value Podcast.
16:14 - How Reddit transformed from an unprofitable IPO to a rapidly growing cash flow positive business.
29:27 - How Reddit’s user base presents unique challenges for its advertising business.
44:11 - Why Bill Ackman invested $2 billion in Uber’s stock.
52:29 - Why Uber is well-positioned to benefit from the trend to autonomous vehicles.
01:00:57 - An overview of Uber’s billion-dollar advertising business.
01:05:18 - Shawn’s intrinsic value target price for Uber.
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.

Check out The Intrinsic Value Podcast.

Check out The Intrinsic Value Newsletter.

Check out The Intrinsic Value Community.

Related Episode: TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet Shawn O’Malley & Daniel Mahnke.

Related Episode: TIVP016: Uber (UBER): Cash Burner to Compounder? Shawn O’Malley and Daniel Mahnke.

Follow Clay on LinkedIn & X.

Follow Shawn on LinkedIn & 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.

NEW TO THE SHOW?
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1 hr 14 min
July 30, 2025BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley
Andrew and Jesse join Preston to discuss Smarter Web’s transformation into a major Bitcoin Treasury firm, UK market dynamics, valuation strategies, and future growth plans, including preferred shares.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
14:02 - What is MNAV and why is it a crucial metric for valuing Bitcoin Treasury firms?
35:20 - How does Smarter Web plan to maintain its lead in the UK Bitcoin market amid rising competition?
49:52 - What are the benefits and risks of investing in a Bitcoin Treasury company versus Bitcoin directly?

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

BOOKS AND RESOURCES
Slides presented (Part 1).

Slides presented (Part 2).

Smarter Web Company's Website.

Smarter Web Company's X Account.

Andrew’s X Account.

Jesse's ⁠X Account⁠.

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
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59 min
July 27, 2025TIP740: The Great Mental Models Part 1
On today’s episode, Kyle Grieve discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking, including the circle of competence, inversion, first-principles thinking, probabilistic thinking, and more.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - What exactly are mental models?
04:37 - The three failures people have with interacting with reality.
08:43 - A simple 6-step framework for making mentals into a habit.
17:45 - How to utilize what you already know to gain an edge.
29:40 - The importance of thinking in first principles to improve your ability to innovate and simplify.
36:10 - How to use thought experiments to analyze a business.
41:14 - Why using second-order thinking can rapidly enhance your quality of thinking.
49:46 - How probabilistic thinking helps make sense of a dynamic world.
58:54 - Why spending time thinking about a problem backwards can improve your upside.
01:04:57 - Why you should focus on simple solutions over complex ones.
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 The Great Mental Models Vol. 1 here.

Read Shane Parrish’s blog here here.

Follow Kyle on ⁠X⁠ and ⁠LinkedIn⁠.

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?
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.

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1 hr 8 min
July 25, 2025TIP739: The Psychology Of Human Misjudgement
On today’s episode, Kyle Grieve discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlie’s Almanack, Kyle explores how these psychological tendencies—like incentive-caused bias, social proof, and inconsistency avoidance—can distort our thinking in business, investing, and everyday life. He blends Munger’s timeless wisdom with real-world investing examples, personal experiences, and practical strategies to help listeners make better, more rational decisions.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:02 - Why incentives quietly override moral behavior.
06:32 - Why liking and disliking an investing thesis can distort reality.
09:54 - Why doubt avoidance cause investors to take significant risks in things like IPOs.
12:07 - How inconsistency avoidance causes a lazy creep into our thinking processes.
24:38 - How to avoid the destructive effects of reciprocation.
32:49 - The dangers of overestimating our abilities.
37:44 - Why jumping off a sinking ship beats trying to patch it up.
45:58 - Why contrasting stock prices in exuberant markets evaporates margins of safety.
59:41 - Why investors should choose simplicity > complexity.
01:01:43 - Why you should search for Lollapalooza effects in business.
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 Poor Charlie’s Almanack here.

Read about Charlie’s Psychology of Human Misjudgement here.

Watch Charlie’s presentation on The Psychology of Human Misjudgement here.

Follow Kyle on X and LinkedIn.

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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1 hr 2 min
July 23, 2025BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)
Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:21 - How global liquidity and leverage affect Bitcoin's market performance
08:56 - The evolving role and risks of Bitcoin Treasury companies
17:26 - Why stablecoin regulations are reshaping digital finance
18:35 - What the Genius Act means for bank and non-bank stablecoin issuers
21:03 - How Tether and JPM are responding with gold tokens and Layer 2 solutions
24:50 - Why the Base network's centralization raises concerns
27:45 - Differing views on the US dollar's future amid AI-driven economic shifts
35:30 - Long-term predictions for Bitcoin and gold prices
40:33 - The strategic role of Bitcoin options trades
48:06 - Legal strategies for enforcing advertising contract disputes
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
Related Episode: ⁠Bitcoin Mastermind 1st Quarter 2025⁠.

Related Episode: ⁠⁠Bitcoin Mastermind 4th Quarter 2024⁠⁠.

American Hodl on ⁠Nostr⁠.

Jeff Ross on ⁠Nostr⁠.

Joe Carlasare on ⁠X (Twitter)⁠, ⁠Nostr⁠.

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 22 min
July 20, 2025RWH059: Ask Me Anything w/ William Green
In this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets & Life.” Here, William discusses the key qualities, principles, and practices he’s observed in the best investors; how they handle adversity; what he’s learned from his own setbacks, failures, and mistakes; and how he’d invest if he were starting over.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:19 - What were the three best decisions William Green ever made?
17:04 - What Charlie Munger and Bill Miller can teach us about handling adversity.
23:40 - Why he views indomitable perseverance as the key to success.
34:52 - What drives investing stars like Bill Ackman, Will Danoff, and Mario Gabelli.
48:19 - Why the best investors focus on reducing complexity.
01:03:58 - How to succeed while constructing a calmer, more spacious life.
01:12:50 - How William approaches the art of interviewing.
01:38:22 - What he learned when his career (and profession) went up in smoke.
01:48:39 - What his worst investment mistakes taught him about building wealth.
01:53:28 - How investors can prosper mightily by getting the big things right.
01:55:23 - How he’d invest if he were starting over again.
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.

William Green’s podcast interview with Annie Duke.

William Green’s podcast interview with Samantha McLemore.

William Green’s podcast interview with Tsoknyi Rinpoche & Daniel Goleman.

William Green’s podcast interview with Bill Nygren.

William Green’s podcast interview with Brad Stulberg.

Guy Spier's The Education of a Value Investor.

Marcus Aurelius' Meditations.

Jim Stockdale's Thoughts of a Philosophical Fighter Pilot.

Daniel Goleman & Richard Davison's Altered Traits.

Daniel Goleman & Tsoknyi Rinpoche's Why We Meditate⁠.

William Green’s ⁠TEDx Talk⁠.

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.

NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠.

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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
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1 hr 57 min
July 18, 2025TIP738: Heico: The Quiet Aerospace Compounder
In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head.
Clay breaks down how the Mendelson family transformed a struggling parts supplier into a $38 billion industry leader through exceptional capital allocation, a culture of ownership, and a nearly unbreakable moat built on regulatory mastery and being a partner that customers can trust. Whether you're an investor, entrepreneur, or business strategist, this episode offers timeless lessons on how to build and sustain a truly durable business.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:27 - The story of how the Mendelsons took a tiny parts supplier and turned it into a $38B aerospace powerhouse.
06:47 - How Heico turned strict FAA regulations into its biggest competitive advantage.
10:10 - Why airlines prefer Heico parts over the OEM alternatives.
17:50 - What makes Heico’s acquisition playbook similar to Berkshire Hathaway.
27:58 - Why Heico’s products and services are extremely sticky and provide predictable, recurring revenue streams.
37:25 - Why economic downturns benefit Heico, creating a countercyclical business model.
47:19 - How Heico’s culture is unique and has created hundreds of millionaire factory workers.
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.

Interview with Eric Mendelson.

50x Podcast with Nick Howley.

Book mentioned: Lessons from the Titans.

Related Episode: TIP731: Owning Best-In-Class Businesses w/ Joseph Shaposhnik.

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

Follow Clay on X and LinkedIn.

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?
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.

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1 hr 3 min
July 16, 2025BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)
Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:27 - Why Jim Chanos is short BTC companies but long Bitcoin itself
05:44 - Pierre Rochard's view on using corporate debt/equity to acquire BTC
13:03 - Capital structure tools best suited for BTC-native companies
14:12 - Whether BTC treasuries offer more than just bull-market beta
19:23 - The risks of NAV premiums and misaligned management incentives
20:16 - Debate over proper valuation frameworks: NAV vs. cash flow
24:30 - Could BTC treasuries evolve into financial infrastructure—or stay niche?
26:25 - The systemic implications of too many firms holding BTC on balance sheets
36:22 - 2030 predictions: spot BTC vs. BTC-native equities vs. ETFs
40:17 - What a “responsible” BTC treasury strategy could look like

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

BOOKS AND RESOURCES
Jim’s X Account.

Pierre’s X Account.

Related Episode: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard.

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

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51 min
July 13, 2025TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We’ll also delve into discipline for value investing, how to develop a margin of safety mindset, and how to build a risk-averse strategy and portfolio.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
05:04 - Why most investors speculate rather than invest—and how to tell the difference
11:01 - Why fund managers have structural weaknesses that require them to prioritize the wrong things
13:26 - Why EBITDA can mislead—and how it hides a business’s actual condition
16:46 - Why value investors focus more on downside protection than upside potential
18:47 - How to think about margin of safety when constructing a portfolio
31:51 - The three temperamental traits most critical to successful value investing
36:38 - Why value investors hold cash and how they use it as a strategic weapon
44:00 - A detailed breakdown of how Klarman values businesses
20:06 - The major types of value opportunities—and where to find them
1:02:49 - Klarman’s perspective on diversification and intelligent position sizing
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 Margin of Safety here.

Follow Kyle on Twitter and LinkedIn.

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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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.

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1 hr 12 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.