Best Valuation Mastermind Podcasts (2025)

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

10d 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
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast) 58:15

3h ago58:15

58:15

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 1:19:43

3d ago1:19:43

1:19:43

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 1:12:34

5d ago1:12:34

1:12:34

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

6d 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) 1:03:06

7d ago1:03:06

1:03:06

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

8d 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 2:11:48

10d ago2:11:48

2:11:48

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

10d 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
TIP734: My Investment Philosophy w/ Clay Finck 1:11:50

12d ago1:11:50

1:11:50

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

13d 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 1:28:36

14d ago1:28:36

1:28:36

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

16d 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 1:14:07

17d ago1:14:07

1:14:07

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 1:28:54

19d ago1:28:54

1:28:54

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

20d 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) 1:03:17

21d ago1:03:17

1:03:17

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 2:17:11

24d 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

26d 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
Learn How Exit Planning Added $900,000 to the Selling Price of a Roofing Company 28:30

27d 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

27d 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

27d 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) 1:23:37

28d 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

1M 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

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

1M 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) 1:13:40

1M 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

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

1M 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 1:13:57

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

1M 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…

1
19 Game Changers That Can Transform Your Agency Forever 🚀 (Part 1) 55:31

1M ago55:31

55:31

It only takes one move to trigger the inflection point that changes everything — your income, your time, your valuation. In this solo strategy session, I’m handing you the same high-leverage tools I’ve taught to 7- and 8-figure agency owners — the exact plays that helped them scale smarter, work less, and command premium valuations. 💡 Inside this e…

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

1M 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

2M 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
#325: Inspiring Change Through Filmmaking with Zachary Guerra, USNA ‘00 34:04

2M ago34:04

34:04

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Zachary Guerra is a powerful force in storytelling, making the leap from Naval Aviator flying S-3B Vikings to directing multi-million-dollar productions for some of …

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

2M 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
The $10 Million Question: Are You Engineering Your Agency’s True Value — or Just Earning a Living? 35:31

2M ago35:31

35:31

Most agency owners are asking the wrong question. They’re stuck on “What’s my agency worth today?” But the real question — the $10 million question — is this: Are you deliberately engineering its value… or just hoping for the best? In this hard-hitting solo episode, Michael Jans throws open the strategic vault and lets you in on the 12 critical lev…

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

2M 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

2M 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
#324: From Free Help to General Partner: How a Young Grad Earned His Seat at the Table with Rob Pekarek, USNA ‘21 34:54

2M ago34:54

34:54

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Rob Pekarek is an Operations Research Analyst at Air Combat Command and a General Partner in multifamily real estate. On active duty, he serves on the staff of the f…

1
Become Elite or Become Obsolete 37:05

2M ago37:05

37:05

In this episode, Blaine goes over the rise of AI (artificial intelligence) in almost every area of life and business. AI is definitely a real thing in the world of appraisal and appraising and appraisers should start now to learn everything they can about it if they want to thrive in the new world of AI driven business.…

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

2M 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
🛠️ Peak Valuation Masterclass – Build, Scale, Sell. 1:02:34

2M ago1:02:34

1:02:34

🚀 Ready to dominate 2025? Whether you’re thinking of selling in 2 years or 20, the path to a peak valuation starts NOW. 💥 🔥 In this episode, Michael Jans – the mind behind The Society of Insura-Preneurs, dives deep into: 💥 The seismic shifts shaking the industry in Q1 2025 🏆 Why niche-focused agencies command a premium 💡 The 5-step blueprint to eng…

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

2M 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

2M 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
#323: Leveraging Untapped Talent in Indonesia with Jason Williscroft, USNA ‘95 37:14

2M ago37:14

37:14

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Antonio, TX on June 11th & 12th? Visit: https://www.10xvets.com/events ____ Jason is the founder of John Galt Services, a Bali-based outsourcing company that connects businesses with high-performing, multilingual talent across Indonesia. Wit…

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

2M 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
Breaking the Mold: How Bobby Touran Is Reshaping Insurance 53:29

2M ago53:29

53:29

Forget what you thought you knew about insurance. In this episode, we sit down with serial entrepreneur and Rainbow CEO Bobby Touran to unpack: 🍽️ Why insuring restaurants is way more complex (and profitable) than it looks 🧠 How Bobby built two breakout companies without writing a line of code 📉 Why most agencies stay average—and what the exception…

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

2M 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
Panel Discussion With 3 Business Owners Who Recently Sold Their Business 1:06:17

2M ago1:06:17

1:06:17

In this episode we recorded a live webinar of the Exit Planning Institute, Utah Chapter of Exit Planners where we listen to the expertise and advice of 3 people who were involved in the sale of a business: Chris Badger($80 Million Sale), Howard Flores (under $5 Million), Don Mealing (somewehere in between on multiple transactions). This is a seller…

Podcasts Worth a Listen

Valuation Mastermind Podcasts

Podcasts Worth a Listen

Quick Reference Guide