Kyle Grieve, an investment strategy expert, shares insights from the book “Warren Buffett’s Ground Rules.” He highlights how to avoid being swayed by Mr. Market and the magic of compounding. Grieve discusses the importance of minimizing frictional costs in investing and illustrates why contrarianism can be a valuable trait for investors. He also touches on Buffett's approach to diversification and concentration, emphasizing the need to align interests with investors while sticking to sound principles, regardless of market trends.

Richard Lawrence, Founder and Executive Chairman of Overlook Investments, shares insights from over three decades in Asia's investment landscape. He discusses why the 1980s were transformative and shares key lessons from his father's investment firm. Lawrence emphasizes the importance of simple businesses, reflecting on his experiences during the Asian financial crisis. He reveals his regret in ignoring macro factors and highlights Overlook's significant investments in China and TSMC, and why dividends are preferred over buybacks.

Matthew Mežinskis, an expert on base money trends and Bitcoin for over six years, offers fascinating insights into the complexities of fiat currency and cryptocurrency. He discusses the scrutiny facing central banks today and compares Bitcoin's growth to traditional assets. Historical examples enhance the conversation, while Mežinskis critiques CBDCs as imitations of Bitcoin. He emphasizes Bitcoin’s potential impact on the global economy, especially amid rising inflation and population growth, making a compelling case for its future significance.

Stig Brodersen, an investor with a keen focus on stock selection, is joined by Tobias Carlisle, who passionately discusses investing in Virtu Financial, citing its appealing valuation. Hari Ramachandra adds insights on Nintendo, highlighting its strong market position and the nostalgic draw of its franchises. They dive into the complexities of investment strategies amidst high interest rates and the unique opportunities presented by Betsson in the online gambling sector, making for an engaging and informative discussion on market trends.

Shree Viswanathan, founder and portfolio manager of SVN Capital, dives deep into Hermès, the luxury powerhouse known for its crafts like the Birkin bag. He discusses Hermès’ impressive 20.6% stock growth since its IPO, the brand's long-term thinking, and its strong market moat. The conversation delves into the attempted takeover by Bernard Arnault, strategic growth opportunities, and Hermès' unique approach to capital allocation. Listeners gain insights into the brand's resilience and the evolving risks in the luxury market.

Leon Wankum, a real estate expert and Bitcoin enthusiast, dives into how the rising inflation and interest rates are reshaping city centers and the commercial property market. He discusses the markdowns in real estate prices, the shift in rental vs. ownership trends, and regional pricing disparities. Most intriguingly, Wankum explains how Bitcoin can be a hedge against inflation, serve as collateral in real estate transactions, and enhance investment strategies, offering a fresh perspective on integrating cryptocurrency into property development.

Kyle Grieve, an investment expert, dives into the art of simplicity in investing. He emphasizes that understanding your investments gives you a competitive edge. Grieve discusses the surprising success of being wrong frequently and warns against the dangers of market timing. He explores the distinct strategies for analyzing small versus large businesses and advises caution with stock tips. Additionally, he reveals 13 unique traits for identifying sound investments and highlights the importance of categorizing investments for better decision-making.

Morgan Housel, a partner at The Collaborative Fund and bestselling author of 'The Psychology of Money,' shares his wealth-building insights. He emphasizes the power of storytelling in finance, stressing that the most compelling narratives shape market outcomes. Housel warns about unseen risks and advocates optimism over pessimism. He underlines the significance of knowing 'enough' and the benefits of long-term investing, highlighting patience and the impact of debt on financial stability.

Max Kei is an expert on institutional Bitcoin adoption, while Pascal Hugli offers insights into its role in lending. They discuss how Bitcoin’s liquidity positions it as top collateral for loans, risk management strategies for institutions, and the flip side of traditional asset challenges. They also explore innovations in peer-to-peer lending and the changing institutional perspectives on Bitcoin, emphasizing the need for understanding the Bitcoiner mindset and regulatory landscapes impacting adoption.

William Green interviews Harold J. (‘Jay’) Bowen III, the seasoned President & CIO of Bowen, Hanes & Company, renowned for achieving remarkable investment returns over five decades. Jay shares how he transformed the Tampa Firefighters’ & Police Officers’ Pension Fund into a financial powerhouse with a staggering 81,000% cumulative return. He discusses the importance of low fees, the power of extraordinary CEOs, and why long-term investors should avoid bonds. Plus, learn how endurance sports have shaped his resilient investing approach.