Best Valuation Mastermind Podcasts (2025)

1
TIP743: Should Value Investors Own Index Funds? 58:33

22h ago58:33

58:33

In this episode, Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle’s simple approach has been adopted by millions worldwi…

1
The Legal Side of Selling a Business with M&A attorney Scott Ehrlich 43:30

2d ago43:30

43:30

💡 Key Takeaways for Business Owners ✅ Why Having the Right M&A Team Saves You Millions Choosing the wrong attorney can cost you $20K–$30K+ in unnecessary fees — and potentially kill your deal. M&A is a specialty. Using your “business lawyer” or “family attorney” is like hiring a general practitioner for heart surgery. Your M&A attorney is not just …

1
5 Strategies to Boost Revenue per Customer 48:32

3d ago48:32

48:32

In this episode, Michael Jans walks you step-by-delicious-step through 5 powerful ways to dramatically increase revenue per customer—boosting retention, profitability, and ultimately, agency valuation. You’ll learn how to turn service calls into money calls, run account reviews like a business unit, and future-proof your agency against AI-powered c…

1
BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast) 1:08:41

3d ago1:08:41

1:08:41

Becca and Rob from AnchorWatch join Preston to unpack the future of Bitcoin custody and insurance. They explore multisig security, time-locked vaults, inheritance planning, insured yield products, and how institutional players like banks and insurers are adopting crypto through innovative custody models, convertible debt strategies, and reinsurance…

1
He’s 26 and Already Raising His Second Real Estate Fund with Briar Bearss, USMA ‘22 34:42

7d ago34:42

34:42

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ Briar Bearss is the Founder and CEO of Bearss Residential, a real estate company that owns and operates subsidized housing for over 100 families and veterans acro…

1
TIP742: Invest like a Business Owner w/ David Fagan 1:24:31

6d ago1:24:31

1:24:31

In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk—and how habits, friendships, and clarity of purpose shape long-te…

1
Earn Twice the Money in Half the Time 41:21

8d ago41:21

41:21

In this episode, Blaine discusses the '4-Hour Workday' concept and the how and why of earning twice as much in half the time. Since most appraisers only get 3-4 hours of really productive time out of most days, Blaine explains how this understanding can lead to making more income in considerably less time by focusing on the right kinds of things in…

1
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley 1:13:56

7d ago1:13:56

1:13:56

On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of …

1
Strategy: The 7 Decisions That Will Shape Your Agency’s Future 50:55

10d ago50:55

50:55

If you’re the principal of an independent insurance agency, there’s one role only you can play: strategist. In this episode, Michael Jans breaks down why strategy—not tactics—is the single most powerful lever for growth, profitability, and ultimate valuation. Discover: The 3 historical phases of agency strategy Why AI adoption and niche focus are n…

1
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley 58:39

11d ago58:39

58:39

Andrew and Jesse join Preston to discuss Smarter Web’s transformation into a major Bitcoin Treasury firm, UK market dynamics, valuation strategies, and future growth plans, including preferred shares. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 14:02 - What is MNAV and why is it a crucial metric for valuing Bitcoin Treasury firms? 35:20 - How does …

1
TIP740: The Great Mental Models Part 1 1:07:07

14d ago1:07:07

1:07:07

On today’s episode, Kyle Grieve discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking, including the circle of competence, inversion, first-principles thinking, probabilistic thinking, and more. IN THIS EPISOD…

1
TIP739: The Psychology Of Human Misjudgement 1:01:28

15d ago1:01:28

1:01:28

On today’s episode, Kyle Grieve discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlie’s Almanack, Kyle explores how these psychological tendencies—like incentive-caused bias, socia…

1
#331: Band of Brothers Legacy: A Journey from D-Day to Today with Chase Millsap, Brett Lea, and Alex Sabga-Brady 37:14

16d ago37:14

37:14

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ This week on the SABM Podcast, we’re joined by Chase Millsap (USNA ’05), Brett Lea, and Alex Sabga-Brady, the producers behind D-Day to Today: The Band of Brother…

1
Why Most Agencies Blend In—And How to Stand Out for Good 1:05:36

17d ago1:05:36

1:05:36

Most agencies are “just another insurance option.” Not you. In this episode, Michael Jans reveals the true origin and power of the Unique Selling Proposition—drawing on lessons from advertising legends, Dan Kennedy’s 7-point framework, and decades spent guiding agencies to top-tier growth, margin, and valuation. You’ll learn: The real reason most a…

1
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast) 1:21:47

17d ago1:21:47

1:21:47

Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:21 - How global liquidity and leverage affect Bitcoin's market performance 08:56 - The evolving role and risks of Bitcoin Treasury companies 17:26 - Why stablecoin regulations are reshaping digit…

1
RWH059: Ask Me Anything w/ William Green 1:56:55

20d ago1:56:55

1:56:55

In this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets & Life.” Here, William discusses the key qualities, principles, and practices he’s observed in the best investors…

1
TIP738: Heico: The Quiet Aerospace Compounder 1:02:21

22d ago1:02:21

1:02:21

In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head. Clay breaks down how the Mendelson family transformed a struggling parts supplie…

1
#330: Leadership, Legacy, and Launching the Total Force Plus Conference with Brian Kelly, CEO of MOAA 26:50

23d ago26:50

26:50

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ Brian Kelly is the President and CEO of the Military Officers Association of America (MOAA), a nonprofit organization focused on advocating for military personnel…

1
The AI Divide: Why the Future of Insurance Belongs to the Bold 47:32

24d ago47:32

47:32

AI isn’t coming. It’s crashing—right now—into the heart of the independent insurance agency. In this episode, Michael Jans breaks down the most transformational shift the industry has ever seen: the rise of artificial intelligence and how it’s rapidly separating tomorrow’s winners from the agencies that will vanish. You’ll learn: Why “using” AI isn…

1
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast) 50:15

24d ago50:15

50:15

Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Jim Chanos is short BTC companies but long Bitcoin itself 05:44 - Pierre Rochard's view on using corporate deb…

1
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve 1:11:43

27d ago1:11:43

1:11:43

On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We’ll also delve into discipline for value investing, how to develop a marg…

1
TIP736: How the Best Investors Execute w/ Clay Finck 1:04:34

29d ago1:04:34

1:04:34

In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more on execution than stock picking. Through analysis of nearly 1,000 investments, he discovered that even the best investors are wrong half the time, but …

1
The Soft Market Is Coming — Are You Ready? 37:14

1M ago37:14

37:14

This isn’t your typical evergreen episode. In this urgent briefing, Michael Jans dives deep into the 2025 midyear reinsurance negotiations—and what they mean for you. If you're running an agency, you must prepare now for the shifting market dynamics. You’ll get: Key signals pointing to an impending soft market Strategic advice on expense discipline…

1
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast) 55:06

1M ago55:06

55:06

Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising rise of decentralized platforms like Nostr. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:01 - How Bitcoin's increasing price may sustain mining inc…

1
Don’t End Up Like Blockbuster 18:55

1M ago18:55

18:55

In this episode, Blaine highlights how the massive video rental chain on the 90's and 2000's made some fatal decisions that doomed their future. While many think that Netflix killed Blockbuster, the reality is quite different. Learn the mistakes Blockbuster made and how appraisers are making similar mistakes today.…

1
TIP735: Compounding with Character w/ Guy Spier 2:03:48

1M ago2:03:48

2:03:48

In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Guy Spier decid…

1
#329: Unlocking the Power of Breathwork with Kevin Raney, USAFA ‘02 28:19

1M ago28:19

28:19

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ Kevin Rainey is a certified breathwork coach, former Air Force officer, and seasoned project manager with over 20 years of experience leading programs around the …

1
#328: Transforming the Future of Property Valuation with AI with Richard Kenny, USAFA ‘09 25:46

1M ago25:46

25:46

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ Richard Kenny is the founder of Falcon Capital Real Estate and Valuation Pro, bringing together decades of valuation expertise with a focus on innovation in comme…

1
TIP734: My Investment Philosophy w/ Clay Finck 1:03:50

1M ago1:03:50

1:03:50

In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on high-quality businesses and long-term compounding. It’s a candid look…

1
Are You Making These Mistakes? Part 2 of 33 Growth Killers for Insura-Preneurs 51:09

1M ago51:09

51:09

What if the reason your agency isn’t growing isn’t what you lack—but what you’re still doing wrong? In this episode, Michael Jans continues his eye-opening list of the 33 Deadly Marketing Mistakes made by Insura-Preneurs. This is Part 2—and it’s packed with real-world insight, hard-earned lessons, and straight-up advice for growth-focused agency ow…

1
BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast 1:20:36

1M ago1:20:36

1:20:36

James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:47 - Lessons learned from the 2020-2021 crypto cycle 04:59 - Why the crypto market…

1
#327: Unlocking Real Value in Small Business Acquisitions with Dave Lam, USAFA ‘11 43:29

1M ago43:29

43:29

Dave Lam is a seasoned investor, veteran, and strategic operator focused on unlocking value in microcap and lower-middle market companies. A former U.S. Air Force contracting officer, he offers deep expertise on execution, strategy, and operational excellence. As a Principal at Phalanx Partners, he helps lead independent sponsorship and advisory ef…

1
TIP733: How Warren Buffett Became Warren Buffett 1:06:07

1M ago1:06:07

1:06:07

On today’s episode, Kyle Grieve discusses how Warren Buffett evolved from a young entrepreneur with an intense fascination for numbers into one of history’s most disciplined and independent investors. The episode explores the key influences, early lessons, and defining choices that shaped his unique approach to business and capital allocation. IN T…

1
TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel 1:20:54

1M ago1:20:54

1:20:54

On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance. IN THIS EPISODE YOU’LL LEARN: 00:00 - In…

1
Avoid These 13 Marketing Mistakes That Are Costing Insurance Agencies Millions 56:18

2M ago56:18

56:18

What’s killing your marketing results—slowly, silently, and profitably? In this episode, Michael Jans reveals the first 13 of 33 deadly marketing mistakes he’s seen insurance agencies make over decades in the trenches. If you’re serious about growth, valuation, or even just getting leads that actually convert, this episode will change how you think…

1
BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast) 55:17

2M ago55:17

55:17

Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro…

1
RWH058: Winning Ways w/ Bill Nygren 2:09:11

2M ago2:09:11

2:09:11

In this episode, William Green chats with investing legend Bill Nygren, who oversees about $25 billion at Harris Associates. Bill is the firm’s Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here, he discusses the processes, principles, habits & mindset that have enabled him to beat t…

1
TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik 1:11:54

2M ago1:11:54

1:11:54

On today’s episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its objective is to compound capital at an above-average rate by investing in publicly listed recurring revenue businesses. The fund Joseph managed at his…

1
Learn How Exit Planning Added $900,000 to the Selling Price of a Roofing Company 28:30

2M ago28:30

28:30

In this episode, discover how smart exit planning strategies drove a $900K increase in business value—and what life looks like after the sale. What really happens when the deal closes? In this raw and insightful conversation, Gary shares his multi-year journey selling his roofing company—from an initial failed attempt to a competitive seven-offer b…

1
Build An AI Proof Business 31:14

2M ago31:14

31:14

In this episode, Blaine talks about how to build an AI (Artificial Intelligence) proof appraisal, real estate, or lending business. Any business that can benefit from being more human than the machines will get some value and ideas to put into play to build an AI proof business.By Blaine Feyen

1
10 Big Shifts That Could Hit Your Agency Like a Freight Train (And Why Preparing Now Is the Only Smart Move) 43:36

2M ago43:36

43:36

This isn’t a tactics episode. If you’re looking for better subject lines or how to get more likes on your next post… wrong time, wrong episode. This one’s big picture. Strategy. CEO-to-CEO. Michael steps back and scans the landscape of the insurance industry — and the wider economy — to highlight 10 major shifts that could dramatically impact your …

1
BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast) 1:15:37

2M ago1:15:37

1:15:37

Seb and Preston explore the hidden emotional and societal costs of fiat currency, how Bitcoin changes our perception of value, and why money is more than just economics—it's identity. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:28 - The emotional toll of living within a fiat monetary system 10:04 - How Bitcoin changes the way we express values t…

1
TIP730: Richer, Wiser, Happier, Q2 2025 2:17:25

2M ago2:17:25

2:17:25

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” In their quest for meaningful relationships and being the best version of themselves, they discuss what has made them Richer, Wiser, or Happier in the past quarter. You’re invited to join them on their journey. IN THIS EPISODE YOU’LL LEARN: 00:…

1
TIP729: Mastering the Capital Cycle 1:03:43

2M ago1:03:43

1:03:43

In this episode, Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience, the book uncovers the capital cycle framework, which reveals how capital flows, supply dynamics, and managerial incentives drive long-term investment outcomes. Whether you're a value inve…

1
19 Game Changers That Can Transform Your Agency Forever 🚀 (Part 2) 57:58

2M ago57:58

57:58

🎙️ 19 Game Changers for Insura-Preneurs, Part 2: Talent, Time & Total Market Domination If Part 1 was the blueprint, Part 2 is the ignition switch. This final episode in the two-part series dives into the operational levers that separate scalable agencies from stagnant ones — the kind of moves most owners never make, but the best never skip. Inside…

1
BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast) 1:05:40

2M ago1:05:40

1:05:40

Michael and Preston explore Bitcoin's foundational principles, covering digital scarcity, mining incentives, node infrastructure, and the importance of self-custody versus third-party management. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 12:13 - How Bitcoin prevents government-led currency debasement 19:14 - Why block reorganizations occur and ho…

1
TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen 1:50:32

2M ago1:50:32

1:50:32

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing c…

1
#326: Helping Entrepreneurs Break Into Franchising with Josh Emison, USNA ‘14 39:47

2M ago39:47

39:47

Joshua Emison is the founder of Tracer Franchising, where he helps individuals identify proven, scalable franchise opportunities tailored to their financial and lifestyle goals. With a background in business development and a sharp eye for operational models, he simplifies what’s often a crowded and confusing process in franchising. Josh works acro…

1
TIP727: 7 Powers by Hamilton Helmer 1:05:57

2M ago1:05:57

1:05:57

In this episode, Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage. While companies all over the world offer benefits and value to society at large, few have barriers in place that prevent competitors from easily replicating those advantages. Whether you’re an investor or b…

1
Non-Lender Market Domination with V.A.L.U.E. 44:28

2M ago44:28

44:28

In this episode, Blaine introduces the V.A.L.U.E. Framework™, which is a business building framework for dominating in the non-lender appraisal world. In the VALUE Framework™, each letter stands for a principle, as well as a command to do or be something in your market. Download the VALUE Framework™ cheatsheet at https://www.coachblaine.com/value…

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