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

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TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt Sep 24, 2025

Show notes

Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang.

They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics, and the speed of innovation. The episode ends with a preview of their next review, Empire of AI.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:29 – How NVIDIA transitioned from gaming GPUs to leading AI infrastructure

09:26 – Why CUDA was a turning point in GPU development for AI research

15:37 – The role of NVIDIA in enabling modern AI models, including transformers

19:55 – Jensen Huang’s leadership style and strategic market thinking

20:14 – The significance of creating new markets versus competing in existing ones

24:44 – How NVIDIA trains robots in hyper-realistic digital environments

27:47 – The impact of LiDAR and simulation on robotics advancement

38:53 – Whether Jensen's success is due to luck, skill, or strategic foresight

50:30 – The meaning behind Jensen’s "speed of light" principle

01:01:00 – What’s coming next in the book review series, starting with Empire of AI

BOOKS AND RESOURCES

Related Book: The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.
Seb’s Website and book:The Hidden Cost of Money.
Related ⁠⁠books⁠⁠ mentioned in the podcast.
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TIP755: My Process for Finding Great Investments w/ Kyle Grieve Sep 21, 2025

Show notes

On today’s episode, Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a business-owner mindset guide his decisions, and why compounding, capital efficiency, and management integrity are the cornerstones of his strategy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:16 - Lessons learned from the early days as a pure speculator. 08:40 - Kyle’s simple investing goal and the pros and cons of pursuing it. 09:16 - Why benchmarks are irrelevant to his approach. 14:00 - How adopting a business-owner mindset helps compound capital. 17:29 - The two categories of investments that form the foundation of his investing strategy. 18:21 - Why quality lies on a spectrum and why the highest quality business isn’t always the best investment choice. 19:33 - The importance of skilled and aligned management. 32:21 - The three main reasons Kyle sells a stock. 36:10 - How to combat confirmation bias and the sunk cost fallacy. 38:24 - Why averaging up has been more effective than averaging down.

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.
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Follow Kyle on X and LinkedIn.
Related ⁠books⁠ mentioned in the podcast.
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TIP754: Rule Breaker Investing w/ David Gardner Sep 19, 2025

Show notes

On today's episode, Clay brings back David Gardner to discuss his new book, Rule Breaker Investing. Throughout David’s investing career, he seemed to have taken all of Buffett’s rules to investing and thrown them out the window. In this episode, he shares his unique rule-breaking framework, providing you with the guidance and the gumption to win at investing by finding and owning the best companies of the future.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 04:50 - Why David decided to ignore Buffett’s value investing principles and discover his own way to invest. 08:21 - Why he decided to break Buffett’s number one rule of investing. 11:01 - The story of David’s early investment in AOL, which rose by over 150x. 21:04 - Why David neglects the phrase, “long-term investor.” 28:36 - The six traits of rule breaker stocks and the six habits of the rule breaker investor. 40:11 - Why David prefers to buy stocks that professional commenters say are overvalued. 49:46 - Why the best companies are so good they almost seem to be cheating and don’t play by traditional rules. 01:00:42 - What conscious capitalism is and how it enables all parties in business to win. 01:27:49 - His Rule Breaker stock picks for 2025.

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.
David Gardner’s book: Rule Breaker Investing.
David’s company: The Motley Fool.
Matt Ridley’s book: The Rational Optimist.
John Macket’s book: Conscious Capitalism.
Related Episode: TIP385: Breaking the Rules w/ David Gardner.
Follow David on ⁠LinkedIn⁠ & ⁠X⁠.
Follow Clay on LinkedIn & X.
Related books mentioned in the podcast.
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TECH001: AI for Activists w/ Justin Moon and Shroominic (Tech Podcast) Sep 17, 2025

Show notes

From Oslo's spotlight to global frontlines, Justin and Shroominic share how activists are harnessing AI for storytelling, translation, and rapid response while also navigating threats from authoritarian AI.

Explore the core building blocks, decentralized models, and how anyone can begin experimenting today.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:25 - What “vibe coding” is and why it’s a game-changer

02:43 - How a live website was built with voice commands in 8 minutes

04:26 - The core message behind the Oslo Freedom Forum AI demo

04:52 - How to start using AI today, even with zero technical skills

12:10 - What “AI for Activists” really means in practice

13:24 - Real examples of AI used for translation, response, and storytelling

15:10 - A surprising story of AI making a big impact for dissidents

21:14 - How authoritarian regimes are using AI—and how to counter them

24:04 - The foundational building blocks of modern AI

33:05 - A vision for AI’s future—empowering individuals over the state

BOOKS AND RESOURCES

Nostr Account: Justin Moon.
HRF’s program: AI for Individual Rights.
Newsletter: Financial Freedom Newsletter.
X Account: Shroominic.
Nostr Account: Shroominic.
Related website: routstr.
Related books mentioned in the podcast.
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TIP753: The Relentless Vision That Made McDonald’s a Global Giant w/ Kyle Grieve Sep 14, 2025

Show notes

On today’s episode, Kyle Grieve discusses the rise of McDonald’s under Ray Kroc and the vision, systems, and persistence that transformed a small burger joint into a global empire. He explores Kroc’s leadership style, business model innovations, and the timeless lessons investors and entrepreneurs can learn from McDonald’s journey.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:34 - The grit, adaptability, and salesmanship that made Ray Kroc unstoppable

14:42 - How a hot dog stand inspired the first McDonald’s restaurant

19:04 - Why protecting brand image was so vital to McDonald’s growth story

20:06 - How McDonald’s pivot to real estate fueled expansion

25:21 - Why standardization and systems powered McDonald’s rapid growth

28:49 - Why Kroc’s struggles with the McDonald brothers show alignment is critical

30:22 - What Jobs, Schultz, and Musk shared with Kroc as visionaries

33:54 - How McDonald’s thrived for decades despite fierce competition

40:51 - How Hamburger University aligned franchisees with Kroc’s vision

42:42 - The story behind McDonald’s product innovation successes and failures

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.
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Buy a copy of Grinding It Out by Ray Kroc here.
Follow Kyle on Twitter and LinkedIn.
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TIP752: Financial Statements Explained Simply w/ Brian Feroldi Sep 12, 2025

Show notes

On today's episode, Clay brings back long-time guest, Brian Feroldi, to educate our listeners on how to analyze financial statements.

IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:58 - An overview of the three financial statements. 13:11 - What GAAP accounting is and why the US is a good environment for investors from a regulatory perspective. 18:08 - Why Brian prefers that companies pay employees in cash rather than through stock based compensation. 30:29 - Why each dollar should be treated differently when analyzing different businesses. 37:20 - The role of financial statements in estimating a company’s intrinsic value. 37:20 - Why the P/E ratio is a useless valuation metric for growth businesses. 40:33 - Why Brian prioritizes optionality in his investment process. 43:26 - Red flags to look out for in the financial statements. 58:02 - What David Gardner taught Brian about investing. 01:01:41 - Why good investing is all about marrying the right side of your brain with the left side of your brain.

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.
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Check out more financial statement visuals here.
Check out Long-Term Mindset.
Related Episode: TIP437: Why does the Stock Market Go Up? w/ Brian Feroldi.
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BTC251 : Tech Abundance w/ Jeff Booth Sep 10, 2025

Show notes

Preston and Jeff discuss the expansion of the Bitcoin Fundamentals podcast to include cutting-edge topics like AI, robotics, and nuclear tech, all viewed through a Bitcoin and decentralization lens.

They examine the impact of exponential technological growth, open-source innovation, and international competition. The conversation closes with a powerful message: the future of tech must reconnect with human agency and identity.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:37 Why Preston is expanding the podcast beyond Bitcoin into broader tech themes.

04:07 - Why decentralized systems like Bitcoin are crucial in a high-tech world.

07:05 - Why deflation is natural in a free market and what’s preventing it.

09:00 - How AI and robotics are reshaping labor and automation.

12:50 - How open-source technologies challenge centralization.

17:00 - What Tesla’s Optimus robot signals about the future of automation.

18:49 - The role of international tech competition, especially from China.

24:33 - How synthetic environments are accelerating AI training for robotics.

34:19 - How demographic trends intersect with economic and tech paradigms.

40:29 - The vision of a hopeful tech future rooted in human consciousness.

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

BOOKS AND RESOURCES

Jeff’s Book: The Price of Tomorrow.
Nostr account: Jeff Booth.
Check out all the books mentioned and discussed in our podcast episodes⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
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TIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body Works Sep 07, 2025

Show notes

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 02:23 - Stig’s bull case for Uber (Ticker on NYSE: UBER). 17:15 - The bear case for Uber, including the regulatory risk. 58:37 - Why Hari is bullish on Merck (Ticker on NYSE: MRK). 01:12:10 - The bear case for Merck, including the “Keytruda patent cliff.” 01:17:32 - Why Toby is bullish on Bath & Body Works (Ticker on NYSE: BBWI). 01:27:10 - The bear case of Bath & Body Works, including the debt level. And so much more!

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.
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Stig Brodersen’s Portfolio and Track record.
Listen to Shawn and Daniel’s episode about Uber.
Listen to Mastermind Discussion Q2, 2025 or watch the video.
Listen to Mastermind Discussion Q1, 2025 or watch the video.
Tobias' podcast, ⁠⁠⁠⁠⁠⁠⁠The Acquirers Podcast⁠⁠⁠⁠⁠⁠⁠.
Tobias' ETFs, ⁠⁠⁠⁠⁠⁠⁠ZIG⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Deep⁠⁠⁠⁠⁠⁠⁠.
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TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas Sep 05, 2025

Show notes

On today's episode, Clay is joined by Deiya Pernas to discuss his investing philosophy, why he sees opportunity for investors in the digital payments space, and why he is closely following developments in AI.

After a decade of experience in the investment industry, Deiya co-founded Pernas Research with his brother in 2023. Since January 2017, the Pernas portfolio has published audited net returns of 27.1% versus the S&P 500’s average annualized return of 14.7%.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro 01:44 - Pernas’ overall investing philosophy that has enabled them to crush the market. 04:49 - How we as investors can go about making predictions about an uncertain future. 09:00 - What poker taught Deiya about effective portfolio management. 15:12 - The importance of understanding working capital. 24:39 - Why Deiya is attracted to the digital payments space. 30:28 - An overview of why Deiya is long Remitly. 45:52 - Why Wise PLC isn’t a major threat to Remitly. 49:12 - Why Deiya is closely following developments in AI. And so much more!

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.
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Related Episode: TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O'Malley.
Follow Clay on LinkedIn & X.
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BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast) Sep 03, 2025

Show notes

Tuur Demeester returns to discuss his new report on Bitcoin's 2025 outlook. He and Preston unpack institutional accumulation, custodial confiscation risks, the macroeconomic backdrop, and how Bitcoin's role is evolving amid growing global uncertainty.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:02 - Why the current market doesn’t reflect a true speculative mania yet

04:11 - How institutions—not retail—are driving this bull cycle

05:38 - What the “hodler net position change” metric reveals about whale behavior

11:33 - How governments may quietly confiscate Bitcoin through custodians

22:41 - Why M2 money supply contraction exposes fiat’s Ponzi-like structure

27:41 - Bitcoin’s potential to replace gold as the global monetary anchor

33:01 - Why Wall Street's shallow engagement with Bitcoin’s tech is concerning

35:00 - How Lightning Network could disrupt stablecoin platforms

39:03 - The growing convergence of AI, Bitcoin mining, and energy infrastructure

46:07 - Why Bitcoin could genuinely reduce global conflict long term