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 strategies for engaging new adopters.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:43 - The basics of Bitcoin mining and how block templates are created.

04:28 - How transaction fees support the Bitcoin ecosystem.

09:22 - The impact of hashrate growth on Bitcoin’s security and profitability.

11:45 - The role of renewable and nuclear energy in Bitcoin mining.

14:39 - The potential effects of quantum computing on Bitcoin security.

20:40 - Effective ways to introduce and engage new Bitcoin enthusiasts.

22:00 - Dollar-cost averaging (DCA) through mining versus buying Bitcoin.

27:02 - How Bitcoin mining companies might transition to AI-driven data centers.

28:38 - Insights into interest rate trends and their implications for Bitcoin.

30:35 - MicroStrategy’s influence on Bitcoin adoption and corporate treasury strategies.

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

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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 attracted to smallcap stocks, how Andrew utilizes his inflection point strategy to beat the market, how he evolved from an asset-based investor to where he is today, how to think about technological disruption in low-tech industries and much more!

Andrew Martin is the CEO of Fairlight Capital. Andrew has decades of experience working for large global insurance companies and asset managers managing billions of dollars. He has worked with companies such as Accenture and AIG. Andrew graduated with a B.Sc. in Theoretical Physics from the University of York and a doctorate in Astrophysics from the University of Oxford.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:06 - The physical cue that Andrew looks out for to help him subconsciously identify fantastic investing opportunities.

The traits that Andrew searches for in potential investments.

10:53 - How to combat biases in investing to avoid making big mistakes.

12:56 - How to utilize a natural contrarian nature to your advantage in investing.

16:59 - A valuable earthquake mental model to help you find hidden fundamentals that the market can overlook.

28:09 - Why Andrew settled on investing in small-caps.

33:24 - Why Andrew has a few concentrated positions while maintaining a few more minor positions.

38:35 - Andrew's evolution from an asset-based value investor to a growth at a reasonable price investor.

01:02:04 - How technology is disrupting low-tech industries and rapidly transforming business models.

And so much more!

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

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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, including treating employees well and maintaining a relentless focus on providing value to customers, inspired iconic entrepreneurs like Sam Walton and Jeff Bezos.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:45 - The story of Sol Price starting Fedmart and Price Club.

19:30 - Sol Price’s core business philosophies

50:47 - The key ingredients to the success of Costco’s business model.

52:58 - What led to the emergence of Costco and the eventual merger with Price Club.

01:01:40 - An overview of Costco’s business model today

And so much more!

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

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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 dilution, and what it means to be the "bank of the future."

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:49 - What "capturing the spread" means in MicroStrategy's strategy.

02:32 - The difference between issuing convertible notes and common stock.

06:26 - An explanation of accretive dilution and its role in corporate strategy.

09:44 - How MicroStrategy's Bitcoin holdings position it as a "bank of the future."

20:52 - Insights into constructing a leveraged balance sheet with permanent capital.

23:04 - Why MicroStrategy issued two consecutive convertible bonds.

28:49 - How Michael Saylor's "Bitcoin nuclear reactor" concept reshapes volatility.

39:47 - The impact of entering the NASDAQ and index weighting on stock performance.

48:33 - Metrics to consider when starting a position in MicroStrategy or Bitcoin.

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

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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 Active Management.” Having prospered for six decades in the financial markets, Bill has seen it all. Here, he talks about his core investing principles & why he believes investors are too complacent in the face of mounting risk & fragility.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:50 - How Bill Priest fell in love with the stock market.

40:30 - Why he focuses relentlessly on free cash flow & cost of capital.

41:11 - How he goes about analyzing a business. 

48:41 - Why growth stocks may start to struggle.

50:47 - Why he’s worried about the threat of stagflation. 

59:16 - How investors can protect themselves from an unknowable future.

1:03:36 - Why AI is unstoppable, not just another bubble.

1:07:35 - Why he’d be “very careful” about investing in China.

1:15:38 - Why you should keep ample cash to ride out difficult times.

1:17:20 - Why his exposure to equities is much lower than usual.

1:21:16 - How to be a successful leader.

1:57:16 - What he’s learned from his daughter about happiness.

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

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On today’s episode, Clay is joined by Eddy Elfenbein to discuss his top stock picks for 2025. After Clay lets Eddy go, he also outlines his top stock pick for 2025 — Lumine Group.

Eddy Elfenbein is a portfolio manager and creator of the Buy List, a portfolio of high-quality stocks that have consistently outperformed the market. Known for his Crossing Wall Street blog, he simplifies complex financial concepts into actionable insights for investors.

He also manages the AdvisorShares Focused Equity ETF ($CWS), which is based on his Buy List of high-quality stocks.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:29 - Eddy’s views on the current market and economy.

07:00 - The Buy List’s top performers from 2024.

14:41 - An overview of the names he added and removed from The Buy List.

30:38 - How Eddy balances being aware of the macro environment without letting it override his investment process.

44:15 - The investment thesis for Lumine Group.

And so much more!

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

BOOKS AND RESOURCES

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In this episode, we discuss the Africa Bitcoin Conference, the passion for Bitcoin and human rights in Africa, and the innovative solutions tackling energy and financial inclusion. Featuring insights from Erik Hersman (Gridless) on energy infrastructure and Charlene Fadirepo on empowering African women through Bitcoin, we uncover how this technology is reshaping lives and creating opportunities for a brighter future.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - Why the Africa Bitcoin Conference was so impactful and community-driven.

10:24 - How Erik Hersman and Gridless are solving the energy challenge in rural African communities.

15:21 - The role of Bitcoin in empowering individuals and advancing human rights.

15:36 - Key partnerships and energy sources powering Bitcoin mining in Africa.

21:40 - Secondary effects of energy infrastructure on local villages.

31:41 - Insights into Charlene Fadirepo’s four laws to leap and their relevance to Africa's Bitcoin transformation.

43:17 - The financial challenges and systemic inequality historically faced by marginalized communities, and how Bitcoin offers a reset.

49:43 - How education and talent in Africa are driving Bitcoin adoption.

51:30 - Practical ways individuals can contribute to Bitcoin’s growth in Africa.

BOOKS AND RESOURCES

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In today's episode, Stig Brodersen podcasts about his journey into financial freedom. 

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:45 - Why people overestimate what they can do in a year and underestimate what they can do in a year

05:14 - The tipping point for Stig

08:28 - Why most people don’t want to be financially independent. 

11:58 - Why money can – sort of – buy you happiness

15:55 - How much money one needs to retire

17:00 - How to define financial independence

18:22 - Why you (maybe) need equity to achieve financial independence

21:56 - How to value private businesses 

26:42 - What do you do when you reach your number? What is your why? 

30:47 - Why you should have negotiables and non-negotiables 

33:01 - How to avoid lifestyle creeps

37:34 - Why financial independence is a lonely journey

41:49 - Why the journey is the best part

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

BOOKS AND RESOURCES

SPONSORS

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HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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On today’s episode, Clay is joined by Rob Arnott to discuss the Fundamental Index, the equity risk premium, and where Rob believes we’re at in the value cycle.

Rob Arnott is the founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Executive Committee of the board. Rob is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - What the Fundamental Index is and how it has performed over the past two decades

16:32 - How to calculate the equity risk premium

23:44 - Why short-term forecasts are impossible to project accurately, but long-term forecasts are not

27:50 - Where Rob believes we are in the value cycle

44:03 - Why companies that get removed from the index tend to outperform those that get added

49:21 - How companies get added to the S&P 500

And so much more!

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

BOOKS AND RESOURCES

SPONSORS

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HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:10 - Why total federal receipts over 18% of GDP have historically led to recessions.

11:25 - The connection between stablecoins and T-bill demand, and its influence on Bitcoin adoption.

21:58 - How the Bank of England’s yield curve control impacts Bitcoin’s bullish potential.

23:42 - Luke’s argument for early U.S. dollar devaluation to manage debt-to-GDP ratios.

24:46 - Luke’s perspective on global liquidity trends for 2025.

26:11 - The role of Bitcoin as a marker of U.S. fiscal policy failures.

28:29 - How tariff negotiations could push nations to adopt Bitcoin reserves.

29:35 - Developments in China, Canada, and France, and their potential effects on global finance.

34:26 - Steps for transitioning to a Bitcoin standard in global credit systems.

50:42 - Luke’s strategic approach if advising the U.S. government on managing deficits.

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

BOOKS AND RESOURCES

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