TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik
Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity.
TIP730: Richer, Wiser, Happier, Q2 2025
Stig and William invite you to join their journey as they share what's made them richer, wiser, and happier over the last quarter.
TIP729: Mastering the Capital Cycle
Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management.
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen
Stig talks about Microsoft, Block, Devon Energy, and Adyen with Tobias Carlisle and Hari Ramachandra.
TIP727: 7 Powers by Hamilton Helmer
Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage.
