PODCAST EPISODES
TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman
Kyle is joined by the Founder and Chief Investment Officer of Praetorian Capital Management LLC, Harris Kupperman. Here, they discuss Harris’ investing strategy based on concentrated macro and events bets.
TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck
Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM).
BTC226: Bitcoin Mastermind Discussion Q1 2025
Mastermind discussion on the dollar’s weakness, Bitcoin bonds, regulatory updates, and market liquidity trends.
TIP706: The Founder’s Mindset w/ Cristiano Souza
Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business.
BTC225: Bitcoin Revolutionizing Renewable Energy w/ Daniel Batten
Daniel Batten discusses how Bitcoin is reshaping the renewable energy sector, mining decentralization, heat reuse innovations, and the future of AI in Bitcoin.
TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk
Kyle is joined by Adam Wilk to talk about the powers of incremental improvement, the shared qualities found in Adam’s investments, & more!
TIP704: The Nvidia Way w/ Tae Kim
Tae Kim discusses his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world.
BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis
Exploring Bitcoin’s role as an "escape hatch" from financial chaos, its valuation models, and the impact of global liquidity on its future in the digital economy.
TIP703: Richer, Wiser, Happier Q1, 2025 w/ Stig Brodersen & William Green
In their quest for meaningful relationships and being the best version of themselves, Stig and William discuss what has made them Richer, Wiser, or Happier in the past quarter.
TIP702: Hedging Against Market Crashes w/ Kris Sidial
Clay is joined by Kris Sidial to discuss tail risk hedging, a strategy designed to help investors protect their portfolios from extreme market downturns.
