Best Stigbrodersen Podcasts (2025)

1
RWH058: Winning Ways w/ Bill Nygren 2:17:11

2d ago2:17:11

2:17:11

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 1:19:54

4d ago1:19:54

1:19:54

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
BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast) 1:23:37

6d ago1:23:37

1:23:37

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 2:25:25

9d ago2:25:25

2:25:25

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 1:11:43

11d ago1:11:43

1:11:43

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
BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast) 1:13:40

13d ago1:13:40

1:13:40

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 1:58:32

16d ago1:58:32

1:58:32

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
TIP727: 7 Powers by Hamilton Helmer 1:13:57

18d ago1:13:57

1:13:57

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
BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast) 1:04:54

20d ago1:04:54

1:04:54

Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:57 - How digital asset risk profiles evolve as companies scale 16:09 - The case for Bitcoin in insurance …

1
TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge 1:25:39

23d ago1:25:39

1:25:39

On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-the-ground research process, and how he uncovers overlooked opportunities by combining valuation, quality, and growth. IN THIS EPISODE YOU’LL LEARN: 00…

1
TIP725: First Principles of Valuation w/ Tim Koller 1:02:51

25d ago1:02:51

1:02:51

On today’s episode, Clay is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. This book—now in its eighth edition—has sold more than one million copies, and is used as a textbook at top business schools su…

1
BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast) 1:02:22

27d ago1:02:22

1:02:22

Preston and Matthew discuss the upcoming Bitcoin Policy Summit, explore strategic financial maneuvers involving Bitcoin, dissect stablecoin impacts, and examine shifting global crypto dynamics. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:20 - Challenges facing the Federal Reserve’s independence 13:21 - Insights into Elon's policy influence and f…

1
TIP724: Key Insights From Coca-Cola's Golden Era 1:08:45

1M ago1:08:45

1:08:45

On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizueta, and what Warren Buffett saw that made it one of Berkshire Hathaway’s most legendary investments. Kyle unpacks why Coke’s brand power, global distri…

1
TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman 1:17:29

1M ago1:17:29

1:17:29

On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate their circle of competence, and the steps they take to expand it; why simplicity is so important in an age of complexity, how they use cash as a boos…

1
BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast) 1:10:15

1M ago1:10:15

1:10:15

Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin lending. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public …

1
RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis 1:52:33

1M ago1:52:33

1:52:33

In this special celebratory episode, William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffett’s historic decision to retire after 60 years as Berkshire Hathaway’s CEO, William offers his thoughts on Buffett’s legacy & Berkshire’s future; he also shares powerful highlight…

1
TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve 1:16:16

1M ago1:16:16

1:16:16

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings. To our surprise, Booking Holdings is the world’s largest travel company. We explore how the company built a dominant position in Europe through its network effect, asset-light business model, and sound capita…

1
BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast) 1:06:45

1M ago1:06:45

1:06:45

Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies” 05:20 - How Bitcoin’s returns compare to trad…

1
TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve 1:26:48

1M ago1:26:48

1:26:48

In this episode, Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett, Greg Abel, and Ajit Jain. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:16 - Our thoughts on Buffett’s announced retirement of CEO at Berkshire Hatha…

1
TIP720: Investing Against The Tide 1:08:21

2M ago1:08:21

1:08:21

On today’s episode, Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton, revealing how he consistently outperformed the market by combining sentiment analysis, in-depth fundamental research, and a flexible yet disciplined portfolio strategy. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:27 - The traits Bolton observed in …

1
BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast) 1:03:17

2M ago1:03:17

1:03:17

This episode explores Bitcoin’s emerging role as a global economic force, from its convergence as money to grid integration, payment tech, and strategic policy shifts. Preston and Parker also spotlight Zaprite's innovations for Bitcoin payments and the broader implications of CBDCs and regulatory changes. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro…

1
TIP719: Investing and Life Lessons w/ Mohnish Pabrai 1:18:31

2M ago1:18:31

1:18:31

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical restaurant and together taste new wonderful dishes in investing and lif…

1
TIP718: Buffett & Munger Unscripted by Alex Morris 1:09:40

2M ago1:09:40

1:09:40

In this episode, Clay dives into Buffett and Munger Unscripted by Alex Morris. This book is a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. The episode highlights Warren and Charlie’s most powerful lessons on capital allocation, business quality, temperament, and how to achieve long-term investing s…

1
BTC232: Bitcoin Allocation in a Changing Monetary Standard w/ Jim Crider (Bitcoin Podcast) 1:00:00

2M ago1:00:00

1:00:00

This episode explores how Bitcoin investors can build resilient portfolios, respond to economic slowdowns, and make smarter money and time decisions. Expert insights on real estate trends, estate planning, and hedging strategies round out a comprehensive discussion. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:45 - The sustainability of Bitcoin's…

1
TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran 1:28:46

2M ago1:28:46

1:28:46

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, compared to 8.2% for the S&P 500. IN THIS EPISODE YOU’LL LEARN: 00:00 -…

1
TIP716: The Power of Customer Obsession: Amazon’s Secret Weapon w/ Kyle Grieve 1:12:11

2M ago1:12:11

1:12:11

On today’s episode, Kyle Grieve explores the DNA of Amazon by tracing Jeff Bezos’s early influences, strategic decisions, and relentless focus on customer experience, revealing how a bold vision and founder-led culture built one of the most dominant businesses in history. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:12 - How Bezos’s childhood bri…

1
BTC231: Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein (Bitcoin Podcast) 1:06:25

2M ago1:06:25

1:06:25

Alex Gladstein unpacks the hidden power dynamics of financial privilege, the shifting terrain of surveillance, and why Bitcoin might be the most unexpected tool in the fight for human rights IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 08:23 - Why self-custody is essential to the philosophical core of financial freedom 13:12 - How grassroots Bitcoin…

1
RWH056: Calm Amid The Storm w/ Christopher Begg 2:08:00

2M ago2:08:00

2:08:00

In this episode, William Green chats with Christopher Begg, an exceptional hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris has also taught for many years at Columbia Business School, where he teaches the prestigious Security Analysis course that Warren Buffett took with Ben Graham in 1951. Here, Chris discusses how to …

1
TIP715: Thinking in Bets by Annie Duke 1:04:10

2M ago1:04:10

1:04:10

In this episode, Clay explores the book Thinking in Bets by Annie Duke, a guide to making better decisions under uncertainty. Drawing from her career as a professional poker player, Annie shares how to separate decision quality from outcomes and avoid the trap of “resulting.” Clay also discusses how our brains are wired for certainty, why embracing…

1
BTC230: Bitcoin's Political Shift w/ Brian Estes and Perianne Boring (Bitcoin Podcast) 1:07:04

2M ago1:07:04

1:07:04

Perianne Boring and Brian Estes join the show to break down today’s most pressing crypto issues—from rising tariffs and DOJ coin audits to the White House Digital Asset Summit. They share insights on the evolving market structure, the future of stablecoin legislation, and how Washington is shaping the next phase of digital finance. Plus, a look at …

1
TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve 1:09:09

2M ago1:09:09

1:09:09

On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:34 - Why buying an existing busines…

1
TIP713: Why Serial Acquirers Outperform w/ Niklas Sävås 1:11:57

2M ago1:11:57

1:11:57

On today’s episode, Clay is joined by Niklas Sävås to discuss the business model of serial acquirers. A serial acquirer is a company that grows primarily by repeatedly acquiring other businesses as a core part of its strategy. Over the past two decades, many serial acquirers have proven to be profitable investments in the stock market including Con…

1
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish 1:01:32

3M ago1:01:32

1:01:32

Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead. IN THIS EPI…

1
TIP712: Advice for My Twenty-Year-Old Self w/ Stig Brodersen 1:16:20

3M ago1:16:20

1:16:20

In today's episode, Stig Brodersen shares 20 pieces of advice with his 20-year-old self. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - Why the limits of your language are the limits of your world 06:35 - Why you need to leave your comfort zone 09:05 - Why you can grow from making yourself vulnerable 21:29 - Why you can have anything but not e…

1
TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim 1:26:59

3M ago1:26:59

1:26:59

On today’s episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies as well as about anybody. Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in…

1
BTC228: Saylor's Bitcoin Strategy w/ Preferred Stock w/ Jesse Myers (Bitcoin Podcast) 1:03:04

3M ago1:03:04

1:03:04

Jesse Myers breaks down MicroStrategy’s bold new move, the MSTR preferred stock, and shares big-picture views on Bitcoin, scarcity, and economic transformation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:58 - What MicroStrategy’s new preferred stock offering means for investors. 04:34 - The implications of MSTR’s free cash flow and interest exp…

1
TIP710: Common Stocks and Common Sense w/ Kyle Grieve 1:13:37

3M ago1:13:37

1:13:37

On today’s episode, Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey—like allowing for imprecise valuations and learning from disappointing investments. We’ll also look at the value of investing alongside great investor…

1
TIP709: The Art of Long-Term Investing w/ François Rochon 1:08:44

3M ago1:08:44

1:08:44

On today’s episode, Clay is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool’s errand and that stock price volatility is a gift to investors seeking to …

1
BTC227: Bitcoin, Taxes, and Smart Estate Planning w/ Jessy Gilger (Bitcoin Podcast) 58:28

3M ago58:28

58:28

From ETF debates to home heat mining, Jessy brings deep insights on navigating Bitcoin's evolution, securing your crypto, and building a future with sound strategy and security. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 13:24 - Whether Bitcoin can serve as a reliable retirement asset 22:41 - Practical steps for passing down Bitcoin to future gene…

1
TIP708: Why Wall Street’s Playbook Is Broken w/ Harris Kupperman 1:19:13

3M ago1:19:13

1:19:13

On today’s episode, Kyle Grieve chats with Harris Kupperman about his investing strategy based around concentrated bets on macro and events. Harris has decades of market experience and shares his thoughts on why investors have so much difficulty navigating the markets. Harris Kupperman is Praetorian Capital Management LLC's founder and chief invest…

1
TIP707: The Collapse of Long-Term Capital Management w/ Clay Finck 1:20:48

3M ago1:20:48

1:20:48

In this episode, Clay explores When Genius Failed by Roger Lowenstein, the gripping story of the rise and fall of Long-Term Capital Management (LTCM). Founded by Wall Street’s brightest minds, including Nobel Prize-winning economists, LTCM generated astronomical returns using complex mathematical models and extreme leverage—until a financial crisis…

1
BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast) 1:17:18

3M ago1:17:18

1:17:18

In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Ratio (SLR). They also discuss whether tariffs are truly inflationary, MMT…

1
RWH055: The Inner Scorecard w/ Pico Iyer 2:16:53

3M ago2:16:53

2:16:53

In this episode, William Green welcomes back Pico Iyer, one of his all-time favorite guests. Pico is a famed author & speaker whose TED talks have been viewed about 12 million times. Here, he discusses his new book, “Aflame,” which explores how to find peace of mind, happiness & clarity amid extreme uncertainty & accelerating change. This episode i…

1
TIP706: The Founder's Mindset w/ Cristiano Souza 1:09:33

3M ago1:09:33

1:09:33

On today’s episode, Clay is joined by Cristiano Souza to discuss his three primary criteria in identifying an excellent business. Cristiano Souza is the founder of Zeno Equity Partners, a firm he started in 2022 after spending 28 years at Dynamo. From 1994 through 2015, he was on the team that managed the Dynamo Cougar fund, which invested in high-…

1
BTC225: Bitcoin Revolutionizing Renewable Energy w/ Daniel Batten (Bitcoin Podcast) 1:01:48

3M ago1:01:48

1:01:48

In this episode, Daniel Batten discusses how Bitcoin is driving advancements in renewable energy, the decentralization of global hash rates and mining pools, and the rise of heat reuse technology. Together with Preston, they explore innovations in mining, the potential of zinc recycling and methane capture, the intersection of AI and Bitcoin, and t…

1
TIP705: The Quiet Winners: Unveiling Hidden Value w/ Adam Wilk 1:19:13

4M ago1:19:13

1:19:13

On today’s episode, Kyle Grieve chats with Adam Wilk about the powers of incremental improvement, what he learned as an NBA scout about finding hidden value, why making the investing process more labour intensive has led to outperformance, the hidden difficulties of identifying quality in small-cap stocks, how to utilize aspects of special situatio…

1
TIP704: The Nvidia Way w/ Tae Kim 1:10:50

4M ago1:10:50

1:10:50

On today’s episode, Clay is joined by Tae Kim to discuss his new book, The Nvidia Way, which outlines the making of one of the greatest tech businesses in the world. Nvidia is the darling of the age of artificial intelligence as its chips are powering the generative-AI revolution, and demand is insatiable. Since the IPO in 1999, shares of Nvidia ar…

1
BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast) 1:02:08

4M ago1:02:08

1:02:08

In this episode, Preston and Matthew dive deep into Bitcoin’s design, its ability to protect financial autonomy, and the macroeconomic trends shaping its value. Matthew breaks down Bitcoin price models, stock-to-flow analysis, and the role of global liquidity. They also explore the impact of Layer-2 solutions and make bold predictions about Bitcoin…

1
TIP703: Richer, Wiser, Happier Q1, 2025 w/ Stig Brodersen & William Green 2:10:19

4M ago2:10:19

2:10:19

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
TIP702: Hedging Against Market Crashes w/ Kris Sidial 57:34

4M ago57:34

57:34

On today’s episode, Clay is joined by Kris Sidial to discuss tail risk hedging. A tail risk hedging strategy is designed to help investors protect their portfolios from extreme market downturns, reducing the risk of significant capital loss. By mitigating large drawdowns, investors can potentially achieve a smoother return profile over time, enhanc…

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