Bill Priest, a seasoned investor and Vice Chairman of TD Wealth, shares insights from his six decades in finance. He discusses the dangers of complacency among investors and highlights the importance of free cash flow and cost of capital. Bill expresses concerns about stagflation and suggests maintaining cash reserves to weather economic storms. He also warns against overinvesting in growth stocks and offers caution regarding investments in China, all while praising the unstoppable rise of AI.

Eddy Elfenbein, a prominent portfolio manager and creator of the Buy List, shares his top stock picks for 2025. He highlights the performance of notable stocks and discusses how he curates his selections. The conversation delves into maintaining a balance between macroeconomic awareness and disciplined investing. Notably, Eddy introduces Lumine Group, outlining its strategic growth in the media sector. He also emphasizes the importance of patience in stock investing, drawing insights from companies like Adobe and the challenges faced by others like Hershey.

In this enlightening discussion, Erik Hersman, founder of Gridless, tackles energy challenges in rural Africa with innovative Bitcoin mining solutions. Charlene Fadirepo, author of 'The Bitcoin Leap,' shares insights on how Bitcoin empowers women and addresses systemic inequities. They explore the transformative role of Bitcoin in boosting financial inclusion, fostering community savings, and promoting human rights. The conversation shines a light on local energy partnerships and the significant potential for economic development across the continent.

Discover the fascinating nuances of financial independence as Stig Brodersen shares his personal journey. Learn why people often underestimate their long-term potential and the complexities of achieving happiness through wealth. Explore the necessary mindset shifts for financial success, and understand the importance of having negotiables in life. Delve into the struggles of lifestyle inflation and the feeling of loneliness on the path to financial freedom. Ultimately, reflect on the enriching relationships that come with achieving your financial goals.

In a riveting discussion, Rob Arnott, founder and chairman of Research Affiliates, shares insights on the Fundamental Index and its impressive two-decade performance. He breaks down the complexities of the equity risk premium and explains why long-term forecasts hold more value than short-term ones. Rob also discusses the current value cycle and highlights intriguing trends, such as how companies removed from the S&P 500 often outperform those added, showcasing the nuances of market dynamics.

Luke Gromen, a macroeconomic expert and author of the FFTT newsletter, shares his insights on the evolving relationship between Bitcoin and global finance. He discusses the historical link between high federal receipts and recessions, the connection between stablecoins and T-bill demand, and how fiscal policy failures could elevate Bitcoin's importance. Gromen also explores potential U.S. dollar devaluation as a debt management strategy and the impact of global liquidity trends on Bitcoin adoption, all while emphasizing the shifting dynamics in international tariff negotiations.

Dive into the world of billionaires and their investment wisdom. The hosts explore value investing and share actionable insights. Learn from legends like Warren Buffett and Bill Gates, discovering their strategies for success in the stock market. Topics also touch on emerging trends like Bitcoin. This is a journey into the minds of financial titans, offering you the tools to elevate your own investing game.

Discover the art of cloning strategies from legendary investors like Warren Buffett and Charlie Munger to enhance your own investment approach. Unpack the nuances of contrarianism and whether it's an innate trait or can be learned. Explore the significance of simplicity and quality in financial decision-making, alongside the emotional intelligence necessary for navigating uncertainties. Dive into the value of building win-win relationships and the profound impact of close-knit communities on personal growth.

In a lively discussion, Adam Seessel, founder of Gravity Capital Management and author, shares insights from his extensive investment career. He delves into intrinsic value's role in evaluating Big Tech, providing updated perspectives on Alphabet and Amazon post his 2022 book. Adam also reveals how to navigate the AI wave while avoiding inflated valuations. He highlights Progressive Insurance's successful strategies in the auto market, emphasizing the importance of adapting traditional principles to current tech-driven dynamics.

Join Sam Callahan, a Bitcoin expert, as he unpacks the latest in the Bitcoin landscape, including BlackRock's call for a 2% allocation and Marathon Digital's innovative mining strategies. He explores how Bitcoin is positioning itself as digital gold and discusses its geopolitical implications, particularly regarding BRICS and U.S. policies. Sam also shares valuable health tips, emphasizing the importance of diet and resistance training for a balanced lifestyle. Tune in for a blend of finance and wellness insights!