Clay and Kyle share insights from the 2024 Berkshire Hathaway shareholder meeting, including Buffett's tribute to Munger, communication with managers, future capital allocation plans, and investment strategies. They discuss the transition post-Buffett, importance of long-term business success, and investing strategies. The episode provides a comprehensive recap of key takeaways from the event.

Former economic hitman turned critic, John Perkins, discusses the impact of global economic manipulation and the potential of Bitcoin to challenge traditional systems. He delves into his personal journey, the tactics used by economic hitmen, and the role of the fiat monetary system in perpetuating control. Perkins also reflects on the petro-dollar system and the illusions of economic growth driven by debt manipulation.

Legendary value investor Mohnish Pabrai shares insights on living a congruent life, grading people using the Buffett system, preferring bridge over poker, and principles he lives by. He emphasizes trust, integrity, reliability, and the importance of long-term investing and giving back.

Clay and Kyle share insights on Lululemon, a quality stock pick for Q2 2024. They discuss competitive advantages, margins, growth drivers, addressable market, management team, valuation, and key performance indicators. The episode covers Lululemon's success, brand strategies, customer experience, retail strategy, growth strategies, market expansion, CEO's investments, capital allocation, and collaboration in an investing community.

Bitcoin expert Max Hillebrand discusses Bitcoin's evolution, privacy features, and the principles of Mises, Hoppe, and Rothbard. Topics include privacy strategies, Ocean mining, covenants, and institutional asset protection using Bitcoin technology.

Rare interview with hedge fund manager Bryan Lawrence discussing value investing, lessons from Buffett & Munger, importance of 3 business characteristics, beating the market, rational thinking, new investment ideas, daily structure, climate change, and building a happy life.

Successful investor François Rochon discusses his investment principles of patience, humility, and rationality. Topics include market unpredictability, mental preparedness, contrarian investing, brand strength assessment, and long-term investment strategies with a focus on Berkshire Hathaway's role in the portfolio.

Peter McCormack discusses blending Bitcoin with football business, strategic investor impacts, new Universal Studios park in Bedford, managing a football club, leveraging cryptocurrency in traditional businesses, and community development.

Legendary investor Chris Bloomstran shares insights on valuing Berkshire Hathaway, impact of cash on portfolio returns, components of stock market returns, S&P500 expected return, Berkshire Hathaway's intrinsic value, and capital allocation since 2018.

Financial history expert Clay Finck discusses various financial crises from the past, including types of financial crises, unsustainable debt levels, currency debasements, the Great Financial Crisis, and the interests of governments vs. currency holders. The episode sheds light on where our world might be heading based on studying history.