On today’s episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing. Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers. 15:33 - What differentiates Discerene Group from other v ..read more

On today’s episode, Clay is joined by Christian Billinger to discuss Bernard Arnault, LVMH, and the broader luxury industry.  Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:08 - What makes Bernard Arnault a unique business leader? 10:44 - What attracted Christian to make his initial invest ..read more

In this episode of the Bitcoin Fundamentals Podcast, we interview Ryan MacLeod, a Chemical Technologist from Canada. Ryan provides a brief history of nuclear energy, discusses recent technological advancements, and explains why nuclear energy is crucial for the future. We delve into the economic model of nuclear energy, the interplay between nuclear energy and Bitcoin, and how Bitcoin mining can serve as an immediate buyer of nuclear energy. Ryan also shares insights into energy market dynamics, the role of government policies, and exciting future scenarios involving Bitcoin and nuclear energy ..read more

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” With a strong focus on building meaningful relationships and serving others, they discuss what has made them Richer, Wiser, or Happier in the past quarter. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:24 - How to deal with your ego 05:52 - Stig and William’s journey to serve others 27:58 - Why Stig has invested with Mohnish Pabrai 34:13 - Why one should not judge others for flawed values  40:41 - What is the Richer, Wiser, Happier Masterclass  53:25 - How to build and maintain ..read more

On today’s episode, Clay is joined by Christian Billinger to discuss The Luxury Strategy by Kapferer and Bastien. Over the past 20 years, some of the best performing companies in the stock market have come from the luxury sector. For example Hermes and LVMH, which are both companies based out of France, have compounded at 21% and 16% respectively. Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equ ..read more

In this episode of the Bitcoin Fundamentals Podcast, we interview the versatile Kenny Florian, a former UFC fighter known for his impressive career across multiple weight classes. We explore Kenny's journey in MMA, highlighting his work ethic, resilience, and the concept of "proof of work." Kenny shares personal stories, including his near-death experience in Brazil and his background in Brazilian Jiu-Jitsu and Muay Thai. We also discuss how his discipline and hard work led him to discover Bitcoin, and why Bitcoin resonates so strongly with athletes. Tune in for an engaging discussion that bri ..read more

In this episode, William Green chats with Bruce Usher, author of a book titled “Investing in the Era of Climate Change.” Bruce, a successful entrepreneur, investor, & Columbia Business School professor, discusses the “once-in-a-lifetime” investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify, & how to profit as trillions of dollars flow into innovative climate change solutions that will change the world—from electric vehicles to solar energy. IN THIS EPISODE YOU’LL L ..read more

On today’s episode, Clay discusses the early days of Starbucks and Howard Schultz’s book — Pour Your Heart Into It.  Starbucks has been one of the market's best-performing stocks over the past three decades. Since the IPO in 1992, Starbucks stock has had an average annual return of 18.6% relative to the S&P 500 returning 10.4% over that same period (with dividends reinvested). Clay unveils the fascinating story of how Howard fended off endless competition to build an iconic brand that’s built to last. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:01 - What led Howard Schultz to join ..read more

In this episode of the Bitcoin Fundamentals Podcast, Prince Philip of Serbia joins us to discuss his advocacy for Bitcoin and its potential to offer financial sovereignty. We delve into his journey from a background in finance to becoming a passionate Bitcoin proponent. Prince Philip shares his thoughts on the synergies between Bitcoin and monarchy, the environmental impact of traditional banking systems, and the challenges and opportunities for Bitcoin adoption in Serbia. We also explore his vision for a Bitcoin nation-state and the future of global finance. IN THIS EPISODE YOU’LL LEARN: 00:0 ..read more

On today’s episode, Kyle Grieve and Clay Finck continue their conversation on Investing: The Last Liberal Art by Robert Hagstrom. We discuss details on why using the right explanation for a business is so important to a good investment thesis, simple ways to improve your reading to get more out of the books and content that you consume, how to use simple mathematical concepts to improve your decision making in real-time, how to understand better System I and System II thinking and how it directly applies to investing, some of the latest mental models Kyle has learned from interviewing recent g ..read more