The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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TIP805: Stock Market Maestros w/ Kyle Grieve
Kyle discusses Stock Market Maestros, revealing that elite fund managers succeed not by picking winners the majority of the time, but by making dramatically more on their wins than they lose on their losses. Through profiling world-class fu
TIP804: Kinsale Capital Stock Deep Dive w/ Clay Finck & Daniel Mahncke
On today's episode, Clay is joined by Daniel Mahncke to break down Kinsale Capital. Kinsale is a specialty insurer that has quietly become one of the most exceptional businesses in the financial sector by dominating the Excess & Surplus ins
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Kyle Grieve discusses key mental models from economics and art and how they apply to investing and decision-making. He explores economic concepts such as scarcity, supply and demand, optimization, specialization, efficiency, competition, an
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses the speculative boom of the 1960s “Go-Go Years” as presented in John Brooks’ book, highlighting the dangers of euphoria, leverage, and financial engineering. He explores case studies like Ross Perot
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
In today’s episode, Kyle Grieve discusses lessons from venture capital that long-term value investors can apply to improve decision-making. He explores concepts such as power laws, network effects, de-risking investments, and the importance
TIP800: Navigating an AI-Driven Market w/ François Rochon
On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YO
TIP799: The Davis Dynasty w/ Kyle Grieve
Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelb
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:58 - How Nintendo evolved from a pla
TIP797: Born To Be Wired w/ Kyle Grieve
Kyle Grieve discusses the life and career of legendary capital allocator John Malone and details the at times complex strategies that helped him compound capital over decades. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:55 - How Ma
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
Clay explores Bill Perkins’ book Die with Zero, which challenges the traditional mindset of accumulating wealth at all costs and instead encourages readers to think more intentionally about how and when they spend their money. In the second
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig is joined by Tobias Carlisle and Hari Ramachandra for a new round of stock pitches. They discuss Berkshire, Moody's and BellRing Brands. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:35 - Stig’s bull case for Berkshire: balance
TIP794: Keynes And The Markets w/ Kyle Grieve
Kyle discusses the investing evolution of John Maynard Keynes and the timeless lessons modern investors can draw from his successes and failures. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:50 - Why John Maynard Keynes is such a fa
Programming Update Regarding Bitcoin Fundamentals and Infinite Tech
We will temporarily pause new episodes of both shows. In the meantime, we encourage you to check out our other shows in this feed, including The Investor's Podcast and Richer, Wiser, Happier. Thank you for your continued support. We will pr
RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green
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 & Epi
TIP793: Thinking Fast & Slow by Daniel Kahneman w/ Clay Finck
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
TECH015: OpenClaw and Self-Sovereign AI w/ Alex Gladstein and Justin Moon (Tech Podcast)
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 i
TIP792: Vital Lessons From History’s Strangest Financial Stories w/ Kyle Grieve
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: 00:00:00 - Intro 00:03:07 - How Ronaldo’s Coke incident reveals the danger of
TIP791: Best Quality Stock Idea Q1 2026 w/ Clay Finck
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. IN THIS EPISODE YOU
BTC259: Bitcoin & Theoretical Physics w/ Jeff Booth, Jack & Nick (Bitcoin Podcast)
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 th
TIP790: Wealth Beyond Money w/ Thomas Mueller-Borja
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 con
TIP789: The Story of Uber w/ Clay Finck
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 globa
TECH014: Is AGI Here? Clawdbot, Local AI Agent Swarms w/ Pablo Fernandez & Trey Sellers (Tech Podcast)
Preston, Trey, and Pablo unpack the evolution of AI from agentic capabilities and decentralized systems to practical open-source tools like Clawdbot. They examine AI’s potential, security risks, personalized workflows, and its societal impa
TIP788: Simple Investing w/ David Fagan
Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points can delay retirement by years, how to thi
TIP787: The 5 Types Of Wealth w/ Kyle Grieve
Kyle Grieve discusses a refreshingly different take on wealth inspired by The Five Types of Wealth by Sahil Bloom. Rather than focusing solely on money, the conversation explores a more holistic framework that includes time, relationships,
TECH013: Monthly Tech Round-up - Davos WEF, Claude Cowork, Macrohard, w/ Seb Bunney (Tech Podcast)
Seb and Preston explore the rapid evolution of AI, its role in reshaping work, communication, and biology. They discuss tools like Claude Co-Work, delve into the implications of AI relationships, blockchain integration, and breakthroughs in
RWH065: Joyful Excellence w/ Brad Stulberg
William Green welcomes back bestselling author Brad Stulberg to chat about his new book, The Way of Excellence: A Guide to True Greatness & Deep Satisfaction in a Chaotic World. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:27 - How
TIP786: Zero to One by Peter Thiel
In this episode, Clay explores Zero to One by Peter Thiel, a foundational book on innovation, monopolies, and what it truly takes to build an enduring business. Thiel challenges the idea that progress comes from incremental improvement, arg
BTC258: Clarity Act, Bitcoin AI Education, and Payments w/ Parker Lewis (Bitcoin Podcast)
Parker and Preston explore the implications of the Clarity Act on Bitcoin's legal protections and public understanding. They examine how AI could both distract from and inform Bitcoin adoption, unpack the foundational economic value of Bitc
