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

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Latest Episodes:

BTC213: 4Q 2024 Bitcoin Mastermind w/ Joe Carlasare, Jeff Ross, American HODL (Bitcoin Podcast) Dec 18, 2024

Show notes

Jeff Ross, American Hodl, and Joe Carlasare discuss Bitcoin’s historic price surge to $96,000, the influence of Donald Trump's re-election on crypto policy, and global proposals for Bitcoin reserves. Topics include regulatory challenges, institutional inflows, and game-changing corporate strategies.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:58 - Why experts believe $96,000 may not be the top for Bitcoin.

14:10 - The potential impact of Trump’s re-election on U.S. Bitcoin policy.

11:06 - How countries like Brazil and the U.S. are exploring Bitcoin as a strategic reserve asset.

17:38 - The global regulatory landscape: Russia’s legalization and China’s possible policy shifts.

30:57 - Nic Carter’s insights into Chokepoint 2.0 and its implications for crypto innovation.

31:19 - The FDIC’s controversial handling of crypto-friendly banking products.

31:37 - How "pause letters" have stifled crypto innovation in traditional finance.

41:31 - The surge in institutional adoption, including ETF investments and corporate treasury moves.

48:07 - Microstrategy's influence on corporate debt and treasury strategies.

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

BOOKS AND RESOURCES

Related Episode: Bitcoin Mastermind 3rd Quarter 2024.
Related Episode: Base Fiat Money and Bitcoin w/ Matthew Mežinskis.
Related Episode: Jack Mallers on Bitcoin 2025 Expectations.
American Hodl on Nostr.
Jeff Ross on Nostr.
Joe Carlasare on X (Twitter), Nostr.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP683: The Evolution of a Legend: Lessons from Charlie Munger’s Life and Investments w/ Kyle Grieve Dec 15, 2024

Show notes

In today's episode, Kyle Grieve explores the life of Charlie Munger, drawing insights from his biography Damn Right!. He’ll cover Charlie’s similarities and differences with Benjamin Graham, the value of dedicating an hour a day to thinking, the role of decisiveness and conviction in transformative investments, and how independent thinking shaped his life. Plus, he’ll discuss lessons from his days practicing law, key takeaways from his investment partnership, and much more!

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:25 - How Charlie Munger’s approach to investing was more similar to Benjamin Graham than most think.

13:08 - How selling himself just one hour a day transformed Charlie’s thinking.

14:36 - Learn about Charlie’s multi-billion-dollar missed opportunity.

25:22 - Lessons from Munger’s legal career on working with people you like and how that shaped his investing strategy.

32:15 - Insights from Munger’s Investment Partnership: what worked, what didn’t, and why.

33:13 - What Munger and Benjamin Graham can teach you about the power of independent thinking.

42:22 - Why highly concentrated portfolios thrive in bull markets but face unique challenges in bear markets—and why they’re not for everyone.

53:21 - Why owning a high-quality business is not just profitable but also less stressful—and infinitely more enjoyable.

01:00:55 - Discover why Berkshire Hathaway never having a grand plan was a massive advantage.

01:03:20 - How Munger approached capital allocation and his contrarian views on the cost of capital.

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 Communityto engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Buy Damn Right! Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger 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?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

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

TIP682: Buffett's Early Investments by Brett Gardner w/ Clay Finck Dec 13, 2024

Show notes

In today’s episode, Clay reviews Brett Gardner’s new book, Buffett’s Early Investments.

Brett is an Analyst at Discerene Group LP, a private investment partnership that invests globally based on a fundamental and long-term value investing philosophy. Like us here at TIP, Brett is also a huge fan of Warren Buffett.

During Buffett’s early partnership years from 1957 to 1969, he compounded his investors’ capital at 23.8% net of fees relative to the Dow Jones, returning just 7.4%.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:14 - The primary factors that led to Buffett’s outperformance during early investing years.

06:09 - The parallels between Buffett’s investment in Philadelphia and Reading and how he ended up transforming Berkshire Hathaway in the years that followed.

27:15 - What led Buffett to make an unconventional bet on Disney in 1966.

43:55 - Why Buffett invested in American Express after the Salad Oil Scandal.

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 Communityto engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Gardner’s book:Buffett's Early Investments.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Related Episode: Listen to TIP573: Berkshire's Beginnings w/ Jacob McDonough, or watch the video.
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?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

BTC212: Jack Mallers on Bitcoin 2025 Expectations and Strike's New Features (Bitcoin Podcast) Dec 11, 2024

Show notes

Jack Mallers joins to discuss Bitcoin’s evolving landscape, from the potential for strategic reserves to regulatory shifts and exciting advancements in Lightning and Strike’s new working capital feature.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:12 - The potential reality of a Bitcoin strategic reserve.

07:38 - Insights into the rumored $2 billion Bitcoin deposit by the U.S. government.

14:36 - What Operation Chokepoint 2.0 could mean for Bitcoin and crypto regulations.

17:55 - How regulatory changes might unfold under a new administration.

19:47 - Details about Strike's new feature enabling Bitcoin as a working capital account.

26:51 - Why integrating Bitcoin savings with fiat spending is becoming seamless.

27:26 - Possibilities of tax-free Bitcoin gains in the U.S.

32:53 - How Wall Street’s perception of Bitcoin is evolving.

35:38 - MicroStrategy's influence on corporate treasury strategies globally.

50:40 - Exciting Lightning Network advancements and their role in bridging crypto and traditional finance.

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

BOOKS AND RESOURCES

Seb’s book: The Hidden Cost of Money
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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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

TIP681: Mastermind Q4, 2024 w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra Dec 08, 2024

Show notes

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why Evolution is one of them. Hari’s pick, Occidental Petroleum, a stock Buffett has recently added to, and Tobias pitches Alpha Metallurgical Resources, a value stock that Mohnish Pabrai has loaded up on.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:34 - What to make of Berkshire’s $300B+ cash pile

33:16 - Stig’s bull case is for Evolution (Ticker on the Swedish Stock Exchange: EVO)

41:03 - The bear case for Evolution, including why their margins will likely decline

44:02 - Why Hari is bullish on Occidental Petroleum (Ticker on NYSE: OXY)

47:44 - The bear case of Occidental Petroleum, including macro headwinds

56:46 - Why Toby has invested in Alpha Metallurgical Resources (Ticker on NYSE: AMR)

1:06:28 - The bear case for Alpha Metallurgical Resources, including the role of China

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

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Communityto engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Listen to Mastermind Discussion Q3 2024 or watch the video.
Listen to Mastermind Discussion Q2 2024 or watch the video.
Tune in to the Mastermind Discussion Q1 2024 or watch the video.
Listen to Mastermind Discussion Q4 2023or watch the video.
Tune in to the Mastermind Discussion Q3 2023 or watch the video.
Listen to Mastermind Discussion Q2 2023 or watch the video.
Tune in to Mastermind Discussion Q1 2023or watch the video.
Stig Brodersen’s Portfolio and Track record.
Occidental Petroleum’s 2023 annual report.
Tobias Carlisle's podcast, The Acquirers Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book.
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Hari's Blog: BitsBusiness.com.
Tweet directly to Hari.
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?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria Dec 06, 2024

Show notes

On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more.

Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly successful since its inception in 2007, as it’s outperformed the S&P 500 by a wide margin and has over $4 billion in assets under management.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:46 - Dev’s view on the current market environment and the recent stock market rally.

05:02 - How Valley Forge Capital Management adopted Warren Buffett and Charlie Munger’s investment approach.

09:16 - Why predictability is an essential part of Dev’s investment approach.

11:32 - Why Dev has decided not to invest in any Big Tech companies.

37:11 - Why pricing power is the hallmark of a great business.

53:30 - Why Dev will continue to invest in the US despite optically higher valuations.

56:59 - The reason Dev loves compounding machines that perform share repurchases.

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 Communityto engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Check out Valley Forge Capital Management.
Related Episode: Listen to TIP389: Buffett's Core Principles w/ Dev Kantesaria, or watch the video.
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?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

BTC211: Bitcoin vs Art and Real Estate w/ Tad Smith (Bitcoin Podcast) Dec 04, 2024

Show notes

Exploring the art world with Tad Smith, former CEO of Sotheby’s, as we uncover the intersection of art, Bitcoin, and investment strategies.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:28 - The significance behind the $6.2M sale of a banana duct-taped to a wall.

08:07 - How stories shape the perception and value of art investments.

08:46 - What makes artwork valuable beyond its aesthetic appeal.

14:54 - Why scarce and desirable items tend to accrue lasting value.

23:20 - Whether and how investors market stories to amplify art's value post-purchase.

24:13 - The role of Bitcoin’s proof of work in distinguishing it from other protocols.

27:04 - How tokenization is transforming the art world.

33:56 - The historical role of leverage in outpacing inflation and the "money printer."

38:12 - Insights into Michael Saylor’s strategy with MicroStrategy.

47:50 - Key considerations for investing in art from a professional standpoint.

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

BOOKS AND RESOURCES

Tad’s X (Twitter) 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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

RWH052: Wise Guys w/ Ray Dalio, Bill Miller, Chris Davis & Michael Berg Dec 01, 2024

Show notes

In today’s special episode, William Green looks back at some of the most powerful lessons from the first 50 episodes of the podcast. He highlights four of his favorite interviews: with multibillionaire Ray Dalio, Berkshire Hathaway board member Chris Davis, investing legend Bill Miller, & author Michael Berg. Here, Dalio discusses how to overcome our weaknesses; Miller reveals the insights that made him a vast fortune on Bitcoin; Davis shares what he’s learned from Buffett & Munger; & Berg explains how to increase your enjoyment of money.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:37 - Why Ray Dalio believes success hinges on deep self-knowledge.

09:11 - How he’s dealt with his own weaknesses.

10:44 - What Elon Musk, Bill Gates, Reed Hastings & Ray Dalio have in common.

13:46 - How Ray’s most painful mistake changed his views on investing & life.

29:07 - What Chris learned from his mentors, Warren Buffett & Charlie Munger.

30:13 - Why it helps Chris Davis to view his life in three distinct 10,000-day blocks.

44:47 - What Bill Miller saw in Bitcoin that led him to make a vast fortune.

49:32 - Why Bill sees Bitcoin as insurance against financial catastrophe.

1:04:06 - What biases, beliefs & blind spots led Buffett & Munger to dismiss Bitcoin.

1:06:35 - How to enhance your enjoyment of money.

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

BOOKS AND RESOURCES

William Green’s 2023 interview with Ray Dalio | YouTube Video.
William Green’s 2022 interview with Ray Dalio| YouTube video.
Check out Principles: Your Guided Journal by Ray Dalio.
Read Principles: Life and Work by Ray Dalio.
William Green’s interview with Chris Davis | YouTube Video.
William Green’s interview with Michael Berg | YouTube Video.
William Green’s interview with Pico Iyer | YouTube Video.
William Green’s interview with Tsoknyi Rinpoche & Daniel Goleman | YouTube Video.
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?

Join the exclusive TIP Mastermind Communityto 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.
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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

TIP679: Quality Shareholders by Lawrence Cunningham w/ Clay Finck Nov 29, 2024

Show notes

Anyone can buy a stock in a public company, but not all shareholders are equally committed to a company’s long-term succes. Today’s companies need quality shareholders, or shareholders who buy large stakes and hold for long periods.

Lawrence Cunningham explains why in his book — Quality Shareholders: How the Best Managers Attract and Keep Them.

When it comes to corporate governance, there is no one better to learn from than Lawrence. He’s the Director of the John Weinberg Center for Corporate Governance at the University of Deleware. He’s also the vice chairman of the board of Constellation Software and a Director at Markel and Kelly Partners Group.

Cunningham has also written a number of other excellent books, including Quality Investing, Berkshire Beyond Buffett, Margin of Trust, and The Essays of Warren Buffett.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:33 - What constitutes a quality shareholder versus other types of shareholders?

17:18 - The edge that quality shareholders bring in terms of their investment approach.

24:37 - How quality shareholders impact the share prices of public companies.

43:02 - What managers can do to attract and retain such shareholders.

43:02 - How quality shareholders view executive compensation.

54:52 - The number one job of the board in delivering value to shareholders.

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 Communityto engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Cunningham’s books: Quality Shareholders, Berkshire Beyond Buffett,Dear Shareholder,Margin of Trust,Quality Investing, andThe Essays of Warren Buffett.
Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
Related Episode: Listen to MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham, or watch the video.
Related Episode: Listen toTIP330: Warren Buffett w/ Lawrence Cunningham, or watch the video.
Related Episode: Listen toRWH013: Move Slow, Win Big w/ Thomas Russo, or watch thevideo.
Related Episode: Listen toTIP626: Intelligent & Rational Long-term Investing w/ François Rochon, or watch thevideo.
YouTube Interview withBrett Kelly.
Alex Morris’s new book: Buffett & Munger Unscripted.
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?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Check out our We Study Billionaires 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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

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

BTC210: 2024/25 Bitcoin Bull Market Overview w/ James Check (Bitcoin Podcast) Nov 27, 2024

Show notes

In this episode, we dive into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin’s price potential and regulatory impacts.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:47 - Why Bitcoin exchange balances have declined and what this signals.

03:28 - Why Australian Bitcoiners are prominent despite lagging national adoption.

07:10 - The role of OTC exchanges in today’s BTC transactions.

11:04 - Whether on-chain analysis remains relevant amid OTC and ETF purchases.

16:46 - Insights gained from on-chain data and UTXO analysis.

20:57 - How technical analysis is perceived in the crypto community.

27:54 - Key headwinds Bitcoin may face over the next two years.

30:58 - Potential market impact if the US attempted large-scale BTC purchases.

31:24 - Thoughts on the premium valuation for MicroStrategy (MSTR).

42:31 - Implications of super cycle theory for Bitcoin's long-term value.

49:15 - Potential effects if Satoshi Nakamoto moved Bitcoin from dormant wallets.

52:12 - Theories surrounding Bitcoin's Power Law and Stock-to-Flow model.

54:11 - What constitutes an "Euphoria Zone" in the crypto market today.

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

BOOKS AND RESOURCES

James Check's X (Twitter) Account.
James Check's Newsletter.
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.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with thebest business podcasts.