In this episode, Clay reviews the book Hidden Investment Treasures by Daniel Gladiš and explores how the rise of passive investing has created growing inefficiencies in today’s market.

IN THIS EPISODE YOU’LL LEARN:

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Preston and Seb unpack AI’s implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk’s ventures in space and autonomous tech.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

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In this episode, Stig Brodersen sits down with Clay Finck to reflect on Clay’s portfolio decisions, investment philosophy, and personal evolution as an investor. Clay walks through the rationale behind recent additions to his portfolio, how his thinking on valuation versus quality has matured, and why he increasingly prioritizes businesses led by exceptional operators with long runways for compounding.

IN THIS EPISODE YOU’LL LEARN:

00:01:48 - Which stocks Clay added to his portfolio in 2025

00:03:10 - How “sidecar investing” with exceptional founder-operators shapes Clay’s portfolio

00:19:34 - How short-term market narratives can diverge from changes in intrinsic value

00:26:24 - How Clay approaches position sizing, opportunity cost, and staying invested

00:14:27 - Why geography, currency risk, and capital flows matter in global investing

00:41:52 - How value investing principles influence Clay’s views on money, career, and happiness

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Clay is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META). 

IN THIS EPISODE YOU’LL LEARN:

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Dr. Richard Wallace, creator of ALICE and AIML, shares his journey from 1990s chatbot innovation to today’s AI frontiers.

He and Preston also explore AI’s learning methods, human vs machine intelligence, and the evolving role of creativity in artificial minds.

IN THIS EPISODE YOU’LL LEARN:

00:02:46 - How a 1990 New York Times article inspired Richard Wallace’s AI journey

00:03:42 - What made the ALICE chatbot revolutionary in its time

00:07:20 - The principles behind minimalist robotics and their influence on AI

00:12:00 - How AIML works and why it was crucial to early chatbot success

00:16:30 - The contrast between supervised and unsupervised learning methods

00:17:20 - Why LLM decision-making processes remain hard to interpret

00:20:33 - How humans and chatbots use language in surprisingly robotic ways

00:24:43 - The philosophical roots of the Turing Test and its modern critiques

00:40:19 - Insights on combining symbolic and neural approaches in AI today

00:41:18 - What Wallace is working on now at Franz in medical AI predictions

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Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and reconnect with what matters most. 

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Kyle discusses the most important investing lessons he learned in 2025.

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Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, tactile sensing, and visual feedback.

IN THIS EPISODE YOU’LL LEARN:

00:02:37 - Why Ken agrees that robotics may have “lost its way”

00:03:37 - The critical gap between AI language skills and robotic manipulation

00:04:33 - How robot mobility is advancing, but dexterity still lags

00:08:15 - Why tying shoelaces is still too complex for robots

00:12:37 - The role of tactile sensing vs. vision in robotic surgery

00:14:45 - How camera placement in robotic hands affects manipulation

00:20:18 - Why the robot data gap could be 100,000 years behind language models

00:25:13 - Why simpler grippers often outperform human-like robotic hands

00:27:03 - The engineering behind Dex-Net and Ambi Robotics’ success

00:34:37 - How real-world testing exposed unexpected robotic limitations

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William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure.

00:10:31 - Why investors must go beyond numbers to grasp deep truths about businesses.

00:16:56 - What riding in a Tesla taught him about the awesome experience of quality.

00:21:05 - Why investors should harness intuition & emotions but avoid ego.

00:36:31 - How to succeed by owning resilient businesses & ignoring macro forecasts.

00:39:26 - What qualities made Nima’s mentor, Lou Simpson, an investing legend.

00:49:27 - How Lou taught Nima to avoid noise, distractions & the lure of a flashy office.

00:59:03 - Why Nima’s portfolio is dominated by stocks like AppFolio & Brookfield.

01:13:08 - What he learned from having dinner with Charlie Munger.

01:30:26 - Why we should surrender to uncertainty & should welcome volatility.

01:39:55 - What investors can learn from surfers about the value of self-reliance.

01:41:35 - Why he named his investment firm after a 13th-century Sufi mystic.

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In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias.

IN THIS EPISODE YOU’LL LEARN:

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