Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures.

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William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful lessons on resilience from Bill Miller & Epictetus.

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Clay explores Daniel Kahneman’s book Thinking, Fast and Slow, unpacking the cognitive biases that quietly shape our investment decisions. While markets often appear to be driven by data and logic, our decisions are frequently influenced by intuition, emotions, and mental shortcuts we don’t even realize we’re using. 

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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

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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:

00:03:07 - 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

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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.

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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

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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.

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In this episode, Clay tells the story of Uber. Uber started as a simple idea, and evolved into one of the most disruptive companies of the modern era. Drawing from Brad Stone’s The Upstarts, the episode explores Uber’s early days, its global expansion, and the never-ending battles with regulators, competitors, and the taxi industry.

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