The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

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Latest Episodes:

TIP761: Tesla Stock Deep Dive w/ Clay Finck Oct 17, 2025

Show notes

In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical integration, and their global charging network.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 Intro 00:02:00 How Tesla evolved from a niche EV startup into a trillion-dollar company 00:12:53 Why Elon Musk’s bold leadership and risk tolerance shaped Tesla’s success 00:27:03 How vertical integration and software-driven vehicles give Tesla an edge 00:32:31 How competition from BYD and legacy automakers impacts Tesla’s growth outlook 00:38:27 What Tesla’s Master Plan Part IV reveals about its future in AI and robotics 00:41:08 Why the energy segment and battery innovation could rival the auto business 01:02:28 What investors can learn from Musk’s “capacity to suffer” mindset 01:05:19 Why Tesla’s valuation depends on optionality from Optimus and Robotaxi 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.
Walter Isaacson’s book: Elon Musk.
Mentioned Episode TIP593: Elon Musk by Walter Isaacson.
Follow Clay on ⁠⁠⁠LinkedIn⁠⁠⁠ & ⁠⁠⁠X⁠⁠⁠.
Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?

SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠:

Support our show by becoming a premium member! ⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠

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TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast) Oct 15, 2025

Show notes

Preston and Jevi unpack the double-edged sword of modern technology. They examine how social media, AI, EMFs, and LED lights impact our well-being, and offer real-world privacy solutions like Graphene OS and open-source photo apps.

From sleep disruption to self-sovereignty, they advocate for mindful tech use and explore how AI can act as a “second brain” while respecting user privacy.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 Intro

00:03:50 How social media algorithms can both help and harm your mental well-being

00:07:56 The benefits of switching to privacy-respecting platforms like Nostr

00:09:32 What self-sovereignty in digital spaces really means

00:12:14 Why being intentional about digital content consumption is crucial

00:12:55 How to use AI and LLMs responsibly as personal information tools

00:18:38 Real-life alternatives to Big Tech’s data-hungry photo storage services

00:29:10 The hidden risks of EMF exposure from common devices

00:38:49 Why LED lights and blue light can disrupt your sleep

00:42:35 Practical tools to mitigate tech’s effects, like Daylight Tablets and color filters

00:47:12 How to strike a balance between tech’s convenience and its consequences

00:51:36 Outro

BOOKS AND RESOURCES

Daylight Computers.
Unchained Capital.
Related⁠⁠⁠⁠ books⁠⁠⁠⁠mentioned in the podcast.
Ad-free episodes on 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.
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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.
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Learn how to better start, manage, and grow your business with the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP760: Dollar Dominance Decline w/ Lyn Alden Oct 12, 2025

Show notes

In this episode, Stig Brodersen welcomes back one of the most insightful voices in global macroeconomics, Lyn Alden. In this wide-ranging conversation, they explore the shifting landscape of the U.S. dollar and its role in a rapidly changing world.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:11 - Whether we’re moving from a US dollar system to a three-polar currency system

09:14 - The relationship between the fiscal deficit and the US dollar

18:51 - Why the US dollar may not go back to the strength it had in 2022 any time soon

22:23 - How to use US dollar sanctions (if at all) to achieve your goals

37:01 - Whether the US effectively implements capital controls

41:55 - What would happen if the Fed lost its independence

50:16 - Can the fiscal budget effectively balance?

57:18 - How to think about investing in high-quality equity investing in an era of fiscal dominance

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 Alden’s book, Broken Money.
Our interview with Lyn Alden about Investing during Fiscal Dominance.
Our interview with Lyn Alden about Gold.
Our interview with Lyn Alden about Currencies and Debt.
Our interview with Lyn Alden about her book, Broken Money.
Our interview with Lyn Alden about How the Fed Went Broke.
Our interview with Lyn Alden about Macro and the Energy Market.
Our interview with Lyn Alden about Money.
Kenneth Rogoff’s book, Our Dollar Your Problem.
Lyn Alden's free website.
Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?

SPONSORS Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP759: The Art of Spending Money w/ Morgan Housel Oct 10, 2025

Show notes

On today’s episode, Clay is joined by Morgan Housel to discuss his newest book, The Art of Spending Money — Simple Choices for a Richer Life.

Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 8 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:04 - The intersection of money and happiness 06:08 - Why Buffett’s inner scorecard can empower us to use money as a tool instead of letting money use us 20:40 - Why the happiest people we know are oftentimes the most content 28:40 - Why chasing status is a game you’ll never be able to win 30:34 - Dopamine’s role in how we spend our money 35:27 - Why not all of our big spending decisions need to be run through a spreadsheet 38:06 - The shocking story of how the Vanderbilts lost billions of dollars due to social debt 46:46 - Why Morgan highly prioritizes spending money on independence 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.
Morgan’s new book: The Art of Spending Money.
Morgan’s other books: Same as Ever and The Psychology of Money.
Morgan’s Podcast.
Related Episode: TIP351: The Psychology of Money w/ Morgan Housel.
Related Episode: TIP602: Same as Ever w/ Morgan Housel.
Follow Morgan on X.
Follow Clay on ⁠⁠LinkedIn⁠⁠ & ⁠⁠X⁠⁠.
Related ⁠⁠books⁠⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?

SPONSORS Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠:

Support our show by becoming a premium member! ⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TECH004: Sam Altman & the Rise of OpenAI w/ Seb Bunney Oct 08, 2025

Show notes

Seb and Preston analyze the book "Empire of AI," reflecting on Sam Altman’s rise and OpenAI’s transformation from a nonprofit into a powerhouse AI firm.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

00:04 - Why Sam Altman’s early ventures shaped his leadership style

00:09 - How storytelling plays a role in securing AI funding and public trust

00:11 - The founding vision behind OpenAI and Elon Musk’s original role

00:18 - The internal power struggles that led to Altman’s firing and reinstatement

00:20 - The significance of AI governance structures in shaping future technologies

00:28 - How OpenAI evolved from a non-profit to a capped-profit model

00:33 - Why AGI poses ethical and societal challenges

00:39 - The hidden costs and global inequalities in AI model training

01:00 - A sneak peek into longevity research and Lifespan by David Sinclair

01:01 - Why ancestral health might hold keys to understanding aging

BOOKS AND RESOURCES

Related book: Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI.
Seb’s Website and book:The Hidden Cost of Money.
Seb's Blog: The Qi of Self-Sovereignty.
Next book: Lifespan: Why We Age―and Why We Don't Have To.
Related⁠⁠ books⁠⁠mentioned in the podcast.
Ad-free episodes on 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 the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

RWH061: How To Thrive No Matter What w/ Arnold Van Den Berg Oct 05, 2025

Show notes

In this episode, William Green chats with Arnold Van Den Berg, a revered investor whom he spotlighted in his book, Richer, Wiser, Happier. Against all odds, Arnold has run a highly successful investment firm for 50 years. Here, he discusses what he’s learned about how to succeed in markets & life; shares practical tools that he’s found transformative; & explains how he’s positioned to survive & thrive in the most overvalued US stock market he’s ever seen.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 06:57 - How extreme focus saved the life of Arnold Van Den Berg’s father. 14:05 - How to develop one-pointed focus & get into a flow state. 18:50 - What Dostoevsky taught Arnold about avoiding lies & discerning truth. 40:58 - How Arnold overcame a terrible self-image & “reprogrammed” himself. 40:58 - How he taught himself to be a successful investor. 01:34:51 - What habits he practices every day, including his favorite affirmations. 01:47:53 - How he remains optimistic amid adversity. 01:51:56 - Why he’s betting big on gold, silver, uranium, oil & natural gas. 01:51:56 - Why he thinks the S&P 500 “is one of the worst things you could buy.” 01:57:54 - Why he warns against long-term Treasury bonds & “anything with leverage.” 02:02:24 - How he & his firm are harnessing Artificial Intelligence. 02:09:59 - What brings him the greatest happiness. 02:19:02 - What you’ll learn from his favorite book about the “real secret to life.”

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.
Join the exclusive ⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Inquire about William Green’s ⁠Richer, Wiser, Happier Masterclass⁠.
Arnold Van Den Berg’s investment firm, Century Management.
Write to request Arnold’s report on one-pointed focus.
Mihaly Csikszentmihalyi's ⁠Flow⁠.
Victor Frankl's Man’s Search for Meaning⁠.
Fyodor Dostoevsky's ⁠The Brothers Karamazov.⁠
James Nestor's Breath⁠.
Leslie Lecron's Self Hypnotism.⁠
Harry Carpenter's The Genie Within⁠.
Harry Carpenter’s audio recordings for relaxation & self-hypnosis.
James Allen' Mind is the Master⁠, including “From Poverty to Power”.
William Green’s 2022 podcast interview with Arnold Van Den Berg.
William Green’s 2023 podcast interview with Arnold Van Den Berg.
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.
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:

Support our show by becoming a premium member! ⁠⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki Oct 03, 2025

Show notes

On today’s episode, Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he’s finding in today’s chaotic environment.

Derek is a managing member and portfolio manager at Gator Capital Management, which manages Financials sector long/short portfolios for private partnerships and mutual funds. Since its inception in July 2008, Gator Capital has compounded capital at 21.8% per annum versus 11.9% for the S&P 500 over the same time period.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 04:33 - Derek’s process of looking for a potential 26% IRR on new investments. 07:43 - How value investing has evolved over the tenure of running his fund. 12:23 - The moves he made during the tariff tantrum earlier this year. 15:14 - How Buffett has influenced him as an investor. 19:51 - The opportunities he’s finding in the market today. 23:00 - How he expects the Fed’s interest rate cuts to impact the economy, the banking sector, and the real estate market. 45:25 - What Derek saw in Robinhood’s stock before it increased by over 10x. 58:24 - Derek’s investment thesis in WEX Inc.

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.
Derek’s fund: Gator Capital.
Derek’s letters.
Related Episode: TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki.
Follow Derek on X.
Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠.
Related ⁠books⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NEW TO THE SHOW?

SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠:

Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast) Oct 01, 2025

Show notes

Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots.

Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:02 - Why Tesla shut down Dojo and what that means

08:14 - How Tesla’s data advantage beats hardware competition

09:12 - Why Tesla’s future lies in AI and robotics, not just vehicles

12:49 - The deflationary effects of autonomy on labor and goods

20:55 - How investors can exploit Wall Street’s short-term bias

21:26 - How robotaxis could beat Uber’s per-mile costs by 10x

28:02 - Why robo-trucking may surpass robotaxis in profitability

40:00 - Why Bitcoin could hedge corporate treasuries in a new economy

42:09 - How Optimus robots could drive labor costs under $1/hour

45:42 - The economics of Robot-as-a-Service and Tesla’s potential moat

BOOKS AND RESOURCES

X Account: Cern Basher.
Cern’s company: Brilliant Advice.
Related booksmentioned in the podcast.
Ad-free episodes on 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 the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

TIP757: Richer, Wiser, Happier Q3 2025 w/ Stig Brodersen & William Green Sep 28, 2025

Show notes

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they reflect on the lessons and stories that have made them Richer, Wiser, or Happier over the past few months. From investing insights to timeless ideas about how to live well, this conversation is an invitation to join them on the journey toward a more meaningful life.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:35 - Whether universal truths about a good life really exist

07:43 - What we can — and can’t — learn about living well from other people

47:54 - Why happiness often comes more from the absence of negative emotions than from positive ones

50:24 - What William has learned about money and happiness from some of the wealthiest people on earth

01:17:33 - Why spending money on others may increase your own happiness

01:27:29 - Why Stig has deliberately constrained himself from reading new books this past quarter

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.
William Green’s book Richer, Wiser, Happier – read reviews of this book.
Check out their episode on being Richer, Wiser, and Happier in Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q1 2024,and Q3 2023.
William Green’s interview with Hagstrom.
Sarah Bakewell’s book, How to Live: A Life of Montaigne in One Question and Twenty Attempts at an Answer.
Michel de Montaigne’s book, Essays.
David R. Hawkins’ book, Letting Go.
Ray Dalio’s book, How Countries Go Broke.
Ray Dalio’s book, Principles for Dealing with the Changing World Order.
Patrul Rinpoche’s book, Words of My Perfect Teacher.
John Milton’s book, Paradise Lost.
Virginia Woolf’s book, A Room of One’s Own.
Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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TIP756: The Rise and Fall of Julian Robertson’s Tiger Fund w/ Kyle Grieve Sep 26, 2025

Show notes

Kyle Grieve discusses the rise and fall of legendary investor Julian Robertson, exploring how he built Tiger Fund into one of the most successful hedge funds of its era. You’ll learn about his investing philosophy, famous trades, and the lessons that shaped both his success and his ultimate downfall.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:05 - How Julian Robertson turned Tiger Fund into a powerhouse with a 32% annual return over 18 years. 04:51 - The story behind his legendary $300 million copper short and what it teaches about supply and demand. 10:31 - How lessons from the Navy shaped his leadership, discipline, and global outlook. 13:10 - Why Robertson believed “the market” doesn’t really exist and what that means for value investors. 16:22 - The unconventional no-fee structure and athlete-like mentality that made Tiger different. 17:30 - Why Robertson leaned on vast information networks and even his investors to uncover new ideas. 19:31 - The crude sentiment tools Tiger used such as an early version of the Fear & Greed Index. 32:35 - How Robertson spotted bubbles from Japan in the 1980s to dot-com mania in the 1990s. 53:04 - The seven core themes that guided his stock-picking framework. 01:01:28 - How the tech bubble ultimately brought down Tiger Fund and the lasting lessons for investors today.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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 Julian Robertson: A Tiger In The Land Of Bulls and Bears here.
Buy a copy of Money Masters of Our Time here.
Follow Kyle on ⁠X⁠ and ⁠LinkedIn⁠.
Related ⁠⁠books⁠⁠ mentioned in the podcast.
Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠:

Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm

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