Aswath Damodaran, dean of valuation, discusses investing strategies, valuation techniques, and his opinions on specific stocks. Topics include the impact of intangible assets on valuations, the appropriateness of the US treasury rate, the illusion of safe havens, differentiating between investing and trading, the pitfalls of buy and hold investing, and the importance of statistics in investing.

Bitcoin core developer Jimmy Song discusses the impact of money on businesses, family values, culture, and relationships. Topics include the role of blockchain in verifying ownership, the effects of fees and inflation on savings, choosing a secure Bitcoin partner, implications of a Bitcoin standard, the relationship between fiat currency and reputation, and insane startup valuations.

Tobias Carlisle and Hari Ramachandra join the podcast to discuss their stock picks, including Constellation Software and Brookfield Corporation. The podcast covers topics such as the growth and strengths of Brookfield, the success of Constellation Software, and the importance of organic growth in valuations and acquisitions. Tobias also pitches Winnebago, a value stock benefiting from COVID demand. The episode concludes with discussions on the mastermind community and upcoming events in New York City.

Prominent technology executive Bob Muglia joins the podcast to discuss the AI boom, his experience working with Bill Gates, and his role in leading Snowflake from $0 to $200 million in revenue. They explore topics such as the competitive landscape of the data warehouse industry, the impact of AI on various industries, and the future of technology and online search. They also delve into the role of Isaac Asimov's governance in technological innovation and the potential for achieving Artificial General Intelligence.

Financial analyst and Bitcoin expert Lyn Alden discusses topics such as the impact of Bitcoin on global conflict, Greshem's law, taxation in a Bitcoin world, the trade-off between PoW and PoS, stablecoins, and government transparency in financing. The podcast also explores the factors driving Bitcoin adoption and the trade-offs in cryptocurrency blockchains.

Lyn Alden, author of Broken Money, joins Stig Brodersen and Preston Pysh to discuss the flaws in the current monetary system, the relevance of commodity money, and the fractional banking reserve system. They also explore the role of the US military in backing the US dollar, the funding of wars through currency debasement, and the impact of fiat currencies on emerging countries. A captivating conversation on the broken money system, its historical context, and its implications on our lives.

Jacob McDonough, author of the book Capital Allocation and host of the 10-K podcast, joins Clay Finck to discuss Berkshire's beginnings, Warren Buffett's turnaround, and its rise to a $800B valuation by 2023. They explore Buffett's worst investment decision, the steps taken to cut costs and improve Berkshire's business in the 1960s, the pivotal moment in 1967, the advantages gained from entering the insurance industry, and the story of one of Berkshire's best investments, Sees Candy.

Adam Back, an expert in blockchain scaling and mining hardware, and James Macedonio discuss topics such as building ASICs, testing the reliability of mining rigs, layer 1 bitcoin scalability, drivechains, and the need for more scripting on layer 1 for Bitcoin. They also explore the economic competition and technological advancements in Bitcoin mining, shortage of hosting capacity in the industry, analyzing Bitcoin mining hardware, channel splicing for layer two scaling, and the controversy around drive chains as a scaling solution.

Oil expert Josh Young discusses key developments in the oil market in 2023, including Buffett's updated oil positions, OPEC's concerns, the impact of China's reopening on oil demand, and the USA dumping their SPR reserve. They also talk about shale production, reinvestment by supermajors, alternative energy sources, market timing, and the impact of oil prices on the economy. Additionally, they explore Josh's bullish oil thesis and the effect of higher interest rates on the industry.

Legal, investment, and crypto experts Joe Carlasare, Jeff Ross, and Steven McClurg discuss the impact of the SEC Vs GBTC lawsuit on a Bitcoin ETF, global fixed income, the current credit cycle, energy breakout, and Bitcoin's future at the end of the year.