Épisodes

  • BTC223: Tether's 13.7 Billion in Profits w/ Paolo Ardoino (Bitcoin Podcast)

    BTC223: Tether's 13.7 Billion in Profits w/ Paolo Ardoino (Bitcoin Podcast)
    Feb 26 2025
    In this episode, we break down Tether’s massive $13.7 billion profit, its growing strategic importance, and whether Wall Street banks will enter the stablecoin space. We also explore Tether’s expansion into AI, real estate, and Brain-Computer Interfaces, alongside its big move to El Salvador. We also discuss what running Tether on Lightning means for payments and the future of tokenized assets in the UAE. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:05 - How Tether achieved $13.7 billion in profits last year. 07:14 - Why Wall Street banks might try to compete in the stablecoin space. 13:11 - The impact of running Tether on the Lightning Network via TAP. 20:07 - Challenges and opportunities in Lightning Network routing. 22:04 - The future of tokenized equity in the UAE and global accessibility. 30:18 - Tether’s massive move to El Salvador and its 70-story building project. 33:32 - How Tether is expanding into AI with DeepSeek and open-source solutions. 35:11 - The role of Reelly Tech in real estate transactions. 41:25 - Why Tether invested $200M in Blackrock Neurotech and its AI SDK strategy. 47:15 - How all these moves fit into Tether’s long-term vision. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Article on How Tether Achieved $13.7 Billion in Profits Last Year. Article on Tether on the Lightning Network. Article on Tether’s move to El Salvador. Paolo’s X Account. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Shopify Vanta Onramp TurboTax PrizePicks Fundrise Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 1 min
  • TIP701: Against The Gods w/ Kyle Grieve

    TIP701: Against The Gods w/ Kyle Grieve
    Feb 23 2025
    In today's episode, Kyle Grieve discusses the book Against The Gods and how risk has evolved over history, why risk management was deeply routed in gambling, how the insurance industry was launched, revolutionary learnings on risk from brilliant historical figures, how regression was formulated and how it tricks investors, the two economists who upended utility theory, the powerful concept of prospect theory and how it showed how irrational humans are, and much more! IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:52 - Why a human “calculator” can’t win in the market, and the key skills that drive investing success. 08:54 - The two critical risk concepts Cardano introduced to beat the odds—still useful for investors today. 11:12 - How Pascal and Fermat cracked the ‘problem of points’ and laid the groundwork for market probability models. 15:09 - How Daniel Bernoulli connected intuition with measurement. 20:24 - How Bayes’ rule transformed probability theory. 25:55 - Why focusing on the downside matters most—especially when the market is euphoric. 26:33 - How regression to the mean distorts our view of performance—and tricks investors into bad decisions. 38:47 - Why diversification can sometimes increase risk. 43:49 - How prospect theory rewrote the rules of decision-making—explaining why investors act irrationally. 52:01 - Why investors cling to bad ideas—how biases and ego can sabotage returns. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Buy a copy of Against The Gods here. Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 9 min
  • TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden

    TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden
    Feb 21 2025
    On today’s episode, Clay is joined by Lyn Alden to discuss fiscal dominance and its implications for investors. While many value investors claim that following the macro environment isn’t all that important, Lyn makes the compelling case that fiscal dominance has a considerable impact on financial markets overall. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:03 - What fiscal dominance is and why it matters. 08:39 - Why the S&P 500 is at all-time highs with the backdrop of higher interest rates. 11:36 - Whether Lyn expects US big tech to continue to outperform. 19:05 - How the US will continue to run large fiscal deficits. 28:55 - Why nothing stops the fiscal dominance train. 36:20 - Where we are at in the liquidity cycle. 41:08 - How to invest during a period of fiscal dominance. 55:19 - Lyn’s three major trends to never fade. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Lyn’s book: Broken Money. Lyn’s blog and X account. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 5 min
  • BTC222: Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett (Bitcoin Podcast)

    BTC222: Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett (Bitcoin Podcast)
    Feb 19 2025
    In this episode, Joe Burnett and Preston Pysh analyze five key video clips featuring insights from Michael Saylor, Trace Mayer, Nik Bhatia, Tad Smith, and Howard Lutnick. They explore Bitcoin’s role in capital flow, how it disrupts traditional incentives, the mechanics of fiat money, the impact of monetary expansion on asset prices, and Bitcoin’s growing importance in global finance. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:20 - Michael Saylor’s "Waterfall Analogy" and why capital naturally flows into Bitcoin. 15:26 - How Bitcoin changes global incentives, reducing the motivation for violence. 21:14 - The inner workings of the bond market and how fiat money expansion resembles a Ponzi scheme. 40:08 - Why asset prices are primarily driven by money supply growth. 42:56 - Howard Lutnick’s bullish stance on Bitcoin and its future role in global finance. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Waterfall Analogy by Michael Saylor. How Bitcoin Destroys The Economics of Violence by Trace Mayer. Newly Created Fiat Credit is Buying Bitcoin by Nik Bhatia. Outperforming the Money Printer is Difficult Without Bitcoin by Tad Smith. Howard Lutnick on Pomp. Joe’s X Account. Joe’s YouTube channel. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 3 min
  • TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble

    TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
    Feb 16 2025
    In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the rule of 40 to add high performing businesses to a watchlist, how the market reacts to interest rates, AI impact on the business landscape, and much more! Jason Donville is an award-winning analyst with a distinguished career in Asia and Canada. He previously served as Head of Equity Research at Credit Lyonnais Securities Asia and Research Director at Credit Suisse First Boston, working in Singapore and Jakarta before joining Sprott Securities in Toronto. His research has traditionally focused on identifying high-ROE companies. Jason holds a BA from the Royal Military College of Canada and an MBA from Ivey Business School. Jesse Gamble has worked closely with Jason to manage the DKAM Capital Ideas Fund since 2011. Jesse received an MBA from the Ivey Business School at Western University and a B.Sc. degree from the Dyson School of Economics at Cornell University. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:42 - The hidden formula for finding cheap stocks. 07:53 - The secret to spotting a deteriorating moat. 10:45 - How elite investors stay focused in a bear market. 13:37 - The evolution of a winning investment strategy. 27:41 - The untapped goldmine in small-cap stocks. 31:39 - Why the market consistently misprices quality growth. 31:39 - The Rule of 40: your cheat code for finding long-term winners. 36:11 - A playbook for finding 10-bagger stocks. 56:47 - The AI revolution: where the real business impact is happening. 56:47 - Why there’s more cash on the sidelines than ever. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Read DKAM’s Investor Letters here. Listen to my first interview with Jason and Jesse here. Follow Kyle on Twitter and LinkedIn. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 13 min
  • TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve

    TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
    Feb 14 2025
    On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q1 2025. This quarter, they discuss AppFolio. AppFolio is a high-growth software company revolutionizing property management. Clay and Kyle explore its impressive revenue growth, competitive advantages, and how AI-driven innovations like Realm-X are helping AppFolio capture market share. The conversation also covers key risks, the competitive landscape, and the company's valuation, providing listeners with a comprehensive analysis of whether AppFolio is a compelling investment opportunity. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:49 - A business overview of AppFolio. 13:04 - The five parties that AppFolio supports with their software services. 22:10 - How AppFolio is utilizing AI to create a moat around their business. 25:35 - Why AppFolio is a payments business disguised as a SAAS business. 30:16 - An overview of the competitive environment for AppFolio. 39:19 - Why we would consider adding back R&D expenses to determine a proper valuation for the business. 44:03 - An assessment of AppFolio’s management team, incentives, and valuation. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Research stocks and SEC filings with Fintool. Mentioned Episode TIP465: Value Investing in the Digital Age w/ Adam Seessel. Related Episode: TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve. Related Episode: TIP627: Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve. Related Episode: TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve. Related Episode: TIP675: Best Quality Idea Q4 2024 w/ Clay Finck & Kyle Grieve. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Follow Kyle on Twitter. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 12 min
  • BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast)

    BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast)
    Feb 12 2025
    CJ Konstantinos, founder of People’s Reserve, shares his journey into Bitcoin, the philosophy behind his company, and groundbreaking products like self-paying mortgages. Discover insights on Bitcoin-backed loans, navigating regulatory challenges, and the evolution of traditional banking in a Bitcoin-driven world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:06 - CJ Konstantinos’s journey into Bitcoin and the motivation to create People’s Reserve. 13:28 - How Bitcoin-backed loans work and their potential benefits. 14:40 - The innovative concept of self-paying mortgages and how they function. 15:37 - Insights into Bitcoin bonds and their role in solving economic challenges. 18:40 - The regulatory challenges People’s Reserve faces and strategies for compliance. 23:38 - How CJ envisions Bitcoin as the reserve asset of the internet economy. 41:21 - The evolving role of traditional banks as cryptocurrency adoption grows. 44:25 - Exciting developments in the Bitcoin ecosystem that could shape the future of finance. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES CJ’s X Account. People’s Reserve Website. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    1 h et 2 min
  • RWH054: Billionaire Brit w/ Terry Smith

    RWH054: Billionaire Brit w/ Terry Smith
    Feb 9 2025
    In this episode, William Green chats with British investing legend Terry Smith. Terry, a member of Bloomberg’s index of billionaires, manages the Fundsmith Equity Fund, which is the UK’s largest stock fund. Since 2010, it’s returned more than 600%, beating the MSCI World Index by over 200 percentage points. Here, Terry talks in depth about the skills, personality traits, & principles that catapulted him from poverty to the pinnacle of the investing world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:01 - How Terry Smith was shaped by poverty & violence. 35:17 - How he achieved fame by exposing financial deception. 39:26 - What he looks for when identifying great businesses. 46:54 - Why many of his favorite companies are 100 years old. 51:56 - Which sectors he shuns & which he likes. 58:42 - How Microsoft embodies what he loves in a business. 1:00:29 - Why it’s worth paying up for the best companies. 1:20:15 - Why the US is his favorite place to invest. 1:21:44 - How being a CEO made him a better investor. 1:32:07 - What he learned from Sir John Templeton. 1:35:46 - Why he refuses to speak with brokers or read their research. 1:40:30 - Why it’s hard to be successful professionally & personally. 1:52:46 - Why he’s deeply skeptical about Tesla. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Terry Smith’s investment firm, Fundsmith. Terry Smith’s book, Investing for Growth. Terry Smith’s book, Accounting for Growth. William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock SimpleMining Unchained Netsuite Found Fintool The Bitcoin Way Vanta PrizePicks Onramp TurboTax Fundrise HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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    2 h et 26 min