May 17, 2026
An investment deep-dive into Formula One Group, a capital-light business with a strong moat, but is it a buy at its current valuation?
May 14, 2026
Formula One Group (FWONA) is a capital-light powerhouse with exclusive rights until 2110, strong cash flow, and multiple growth drivers.
May 13, 2026
The Investor's Podcast, with 200M+ downloads, offers weekly stock analysis through the lens of value investing, inspired by Buffett & Munger.
May 10, 2026
Author David Epstein reveals how constraints, not freedom, unleash creativity and improve work & life. Learn to focus and thrive inside the box.
May 7, 2026
Microsoft's stock has lagged despite strong growth. This episode dissects AI's threat to its Office suite and the complex bull case for Azure.
May 3, 2026
Mohnish Pabrai on Berkshire's future, the folly of selling winners too early, the power of concentration, and his Met Coal investment thesis.
April 30, 2026
OTC Markets (OTCM) is a quiet monopoly underpinning 12,000+ securities. A high-margin, capital-light 'picks and shovels' play on capital markets.
April 26, 2026
Chris Bloomstran values Berkshire Hathaway at $1.2T, analyzes Greg Abel’s new leadership, and warns of high market margins and an AI capex bubble.
April 23, 2026
CoStar's profitable real estate data empire has a deep moat, but a risky $5B bet on Homes.com to fight Zillow has investors and activists questioning its strategy.
April 19, 2026
Dissecting opportunities in MercadoLibre, Amazon, Constellation Software & Hermes. Analyzing long-term growth, AI's impact, and durable moats.
April 16, 2026
Portfolio Review: Analyzing holdings like Exor & Airbnb, selling Copart & TransDigm for Amazon, and reviewing watchlist stocks FICO & Trade Desk.
April 12, 2026
Matthew McLennan on building resilient wealth in uncertain times. Focus on survival, variegation over diversification, and scarce 'positional assets'.
April 10, 2026
Wise PLC profits grew 90% annually, yet its stock is flat since IPO. Discover its scale economies shared model and unique competitive edge.
April 5, 2026
Elite investors succeed not by being right often (49% hit rate), but by making much more on winners than they lose on losers.
April 3, 2026
A deep dive on Kinsale Capital (KNSL), a unique insurer dominating the E&S market with technology, discipline, and a founder-led moat.
March 29, 2026
Learn how mental models from economics (scarcity, supply/demand) and art (narrative, framing) create a powerful framework for investing.
March 27, 2026
Lessons from the Go-Go Years: How market euphoria, leverage, and misaligned incentives created and destroyed fortunes in the 1960s.
March 22, 2026
Value investors can amplify returns by adopting venture capital principles like power laws, de-risking, and averaging up on long-term winners.
March 20, 2026
Investor François Rochon on navigating the AI market, valuing tech giants like NVIDIA and Alphabet, and finding opportunity in software sell-offs.
March 15, 2026
Explore the Davis Dynasty's journey from $50K to $900M, detailing their multi-generational strategy of compounding wealth in insurance stocks.
March 13, 2026
Nintendo's evolution from a boom-bust hardware maker to an entertainment ecosystem, leveraging its IP for recurring revenue and future growth.
March 8, 2026
Unpacking John Malone's genius: How strategic leverage, tax avoidance, and a focus on downside protection built a cable empire.
March 6, 2026
Explore the 'Die with Zero' philosophy to maximize life experiences and analyze Linde PLC, a stable compounder in the industrial gas market.
March 1, 2026
Pitches on Berkshire Hathaway post-Buffett, high-quality Moody's, and deep-value BellRing Brands, debating valuation and future returns.
February 27, 2026
John Maynard Keynes, the investor, compounded at 16% annually. Learn his evolution from failed speculator to a concentrated, long-term investor.
February 25, 2026
TIP Programming Update: Preston Pysh is taking time off. 'Bitcoin Fundamentals' & 'Infinite Tech' are paused. Check out other TIP shows.
February 20, 2026
Harness Kahneman's 'Thinking Fast & Slow' to overcome investing biases like loss aversion and overconfidence. Features a deep dive on the software sell-off.
February 15, 2026
Learn vital investing lessons from history's wildest financial stories, from Isaac Newton's FOMO to Muhammad Ali's strategic patience.
February 13, 2026
TIP breaks down Visa's dominant network, 60% operating margins, and capital-light model, explaining why super investors are long-term holders.
February 11, 2026
Bitcoin's architecture suggests time is discrete, not continuous, challenging foundational physics and the viability of quantum computing.
February 8, 2026
BlackRock's Thomas Mueller-Borja on managing $25B in real estate, the power of values, and integrating behavioral science into investing.
February 6, 2026
Unpacking Uber's story: From a simple app idea to a global ride-hailing giant, detailing its chaotic growth and ruthless competitive tactics.
February 4, 2026
Explore the wild west of local AI agents. Discover how swarms with persistent memory are showing AGI-like behaviors and financial sovereignty.
February 1, 2026
Master simple investing with indexing. Learn why it beats most pros, the cost of underperformance, and how leadership principles compound success.
January 30, 2026
Wealth isn't just money. Learn the 5 types of wealth (Time, Social, Mental, Physical, Financial) to build a truly rich and fulfilling life.
January 28, 2026
Explore AI's hockey stick growth: Claude Cowork's coding prowess, Davos's tech focus, the Bitcoin-AI link, and radical health breakthroughs.
January 25, 2026
Author Brad Stulberg shares how to achieve joyful excellence through deep caring, values-alignment, and rejecting modern hustle culture.
January 23, 2026
Explore Peter Thiel's 'Zero to One' framework: True value is created by building monopolies, not by competing in crowded markets.
January 21, 2026
Parker Lewis discusses why Bitcoin is the greatest asymmetry, critiques the Clarity Act, and explains how AI is inadvertently boosting Bitcoin.
January 18, 2026
Host Stig Brodersen shares personal reflections on money, life, and happiness, exploring how wealth magnifies character and shapes relationships.
January 16, 2026
History's biggest bubbles reveal timeless lessons. From the South Sea scheme to Japan's crash, learn to spot the patterns of greed and speculation.
January 14, 2026
Experts debate a new world order sparked by a hypothetical Venezuela raid, AI's deflationary tsunami, and Bitcoin's sideways market outlook.
January 11, 2026
Unpacking Prem Watsa's Fairfax Financial. Discover how Canada's Buffett used insurance float, deep value, and a unique culture to compound at 19%.
January 9, 2026
The rise of passive investing creates market distortions, offering rare opportunities for value investors to find mispriced, high-quality companies.
January 7, 2026
Exploring the tension between AI safety and progress, the role of sound money as a counterbalance, and how to future-proof in a tech-driven world.
January 4, 2026
Clay Finck discusses his 2025 portfolio, adding Meta & IBKR. He explores founder-led investing and applying value principles to life.
January 2, 2026
Top stock picks for 2026: Exor's deep value play on Ferrari, MercadoLibre's LatAm dominance, and Meta's AI-driven advertising growth.
December 31, 2025
A.L.I.C.E. creator Dr. Richard Wallace on early AI, why simplicity beat scale, what the Turing Test misses, and the future of neurosymbolic AI.
December 28, 2025
Unlock your subconscious to achieve goals. Learn techniques for flow states, gratitude, and seeing shared humanity in a divided world.
December 26, 2025
Host Kyle Grieve shares his 9 biggest investing lessons from 2025, focusing on flexible conviction, company DNA, and combating psychological bias.
December 24, 2025
Robotics expert Ken Goldberg discusses the reality vs. hype in AI and robotics, highlighting the immense challenges in physical manipulation.
December 21, 2025
Hedge fund manager Nima Shaye on his Rumi-inspired philosophy: focus on qualitative 'roots' over quantitative data for superior long-term returns.
December 19, 2025
Unpacking the dot-com crash and Enron's fall. A deep dive into misaligned incentives, speculative mania, and the timeless lessons for investors.
December 17, 2025
Exploring personalized health via genetic AI, data centers in space, custom AI tutors, and the future of haptic technology in robotics and VR.
December 14, 2025
Howard Marks shares 56 years of wisdom: win by avoiding losers, understanding market cycles, and bearing risk intelligently.
December 12, 2025
Investor Stig Brodersen on his portfolio moves: selling Evolution AB, buying Uber, and his thesis on operational leverage and the AI race.
December 10, 2025
Andy Edstrom calls most Bitcoin treasury companies a 'dumpster fire,' analyzes MicroStrategy’s unique strategy, and weighs the 4-year cycle.
December 7, 2025
This episode explores Michael Mauboussin's insights on improving investment decisions by combating forecasting errors, debunking market myths, and re-evaluating metrics.
December 5, 2025
Investor Shawn O'Malley discusses his portfolio's performance, his investment thesis on Lululemon, Nike, and Adobe, and his research process.
December 3, 2025
Exploring AI's rapid evolution: Tesla's FSD 14.2, Google's 3D image AI, biological neurons, and the massive energy shift to nuclear.
November 30, 2025
Boost your investing IQ with mental models. Explore systems thinking and mathematical concepts like feedback loops and power laws for long-term success.
November 28, 2025
Elite compounders create wealth via high ROIC, smart reinvestment, and decentralized culture. Learn the secrets of turning time into a superpower.
November 26, 2025
Journalist Natalie Brunell explains how the broken financial system erodes hope and why her book presents Bitcoin as a solution for everyone.
November 23, 2025
Lessons from investing legends! Explore diverse strategies from Buffett, Fisher, Lynch & more. Learn about controlled greed & finding value.
November 21, 2025
Andrew Brenton on market inefficiency, tech bubble parallels, and deep-dive theses on Floor & Decor and Kinsale Capital.
November 19, 2025
Luke Gromen breaks down the US financial system's self-eating tail: a liquidity crisis driven by debt issuance, with Bitcoin as the smoke alarm.
November 16, 2025
From fired execs to retail giant, Home Depot's DNA of humility, hustle, and customer obsession created one of history's greatest compounders.
November 14, 2025
A deep dive into Interactive Brokers (IBKR): its tech-driven, low-cost model created a durable moat and a path to 20M+ accounts.
November 12, 2025
Quantum computing poses a near-term existential threat to Bitcoin's security, creating an urgent need for network upgrades like BIP 360.
November 9, 2025
This episode dives into three stock picks: Sanofi as a stable pharma play, Remitly as a high-growth fintech, and Crocs as a deep-value bet.
November 7, 2025
Uncover the secrets of 'Intelligent Fanatics.' These leaders build decades-long success through obsessive focus on culture and long-term vision.
November 5, 2025
Unpacking David Sinclair's 'Lifespan': Can we reverse aging? A deep dive into the science of epigenetics, sirtuins, and Yamanaka factors.
November 2, 2025
Investing isn't just numbers. Learn how Spinoza, Nietzsche, and Bruce Lee's philosophies can sharpen your thinking and calm your emotions.
October 31, 2025
Tobias Carlisle decodes Buffett's iconic deals (Gen Re, BNSF, Apple) using Sun Tzu's 'Art of War,' revealing timeless strategies for risk and success.
October 29, 2025
Ex-Apple privacy engineer Mark Suman discusses the risks of proprietary AI and building a verifiable, open-source alternative to protect user data.
October 26, 2025
Financial historian Jim Grant warns of market euphoria, speculative excess in AI & crypto, and risks in private equity. A call for caution.
October 24, 2025
Host Clay Fink shares 12 timeless investing lessons for his 18-year-old self, covering patience, quality businesses, and investor psychology.
October 22, 2025
Experts dissect Bitcoin's sideways chop, declare the 4-year cycle dead, and analyze the macro shift to hard assets over financialization.
October 19, 2025
Unlock 10 timeless lessons from investing legends like Buffett, Graham, Lynch, and Munger to sharpen your financial edge and decision-making.
October 17, 2025
This deep dive analyzes Tesla's evolution from a disruptive EV maker to an AI and robotics powerhouse, weighing its future bets against intense competition.
October 15, 2025
Tech's double-edged sword: AI algorithms rewire our choices, data privacy is at risk, and hardware impacts our health. A call for conscious tech use.
October 12, 2025
Lyn Alden on the dollar's peak, the rise of a multipolar world, and how fiscal dominance will reshape investing and global finance.
October 10, 2025
Morgan Housel discusses "The Art of Spending Money," revealing that true wealth is using money to buy independence and contentment, not status.
October 8, 2025
Unpacking 'Empire of AI': We dive into Sam Altman's journey, OpenAI's complex shift from nonprofit ideal to tech giant, and its controversies.
October 5, 2025
Investor Arnold Van Den Berg on how mastering your mind through focus, breathwork, and self-hypnosis can unlock success in markets and life.
October 3, 2025
Gator Capital's Derek Pilecki shares his playbook: targeting 26% IRR, blending value with momentum, and capitalizing on unloved financials.
October 1, 2025
Cern Basher and Preston Pysh discuss Tesla's shift to AI & robotics, RoboTaxi economics, Optimus's labor impact, & automation-driven deflation.
September 28, 2025
Explore the search for universal truths in life and investing. This discussion covers why you should question your own perspective to live wisely.
September 26, 2025
Explore Julian Robertson's genius: 32% annual returns, 7 core themes, legendary trades, and the tech bubble downfall of his Tiger Fund.
September 24, 2025
Dissecting NVIDIA's rise from gaming graphics to AI dominance, exploring Jensen Huang's visionary strategy and the power of creating new markets.
September 21, 2025
An investor's philosophy: doubling capital every 5 years by focusing on quality compounders, micro-cap inflections, and behavioral discipline.
September 19, 2025
David Gardner shares his 'Rule Breaker' philosophy: ignore Buffett, buy 'overvalued' innovators, and let your winners run for decades.
September 17, 2025
Software engineers discuss 'vibe coding,' the decentralization of AI, and building censorship-resistant tools for human rights activists.
