Best Valuation Mastermind Podcasts (2026)

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TIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen 1:27:13

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2d ago1:27:13

1:27:13

In this episode, Stig Brodersen sits down with Clay Finck to reflect on Clay’s portfolio decisions, investment philosophy, and personal evolution as an investor. Clay walks through the rationale behind recent additions to his portfolio, how his thinking on valuation versus quality has matured, and why he increasingly prioritizes businesses led by e…

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TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck 1:32:39

4d ago1:32:39

1:32:39

Clay is joined by Shawn O’Malley and Daniel Mahncke to share their top stock ideas for 2026. Shawn is pitching Exor N.V. ($EXO), Daniel is pitching Mercado Libre ($MELI), and Clay is pitching Meta ($META). IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:01:40 - Why Shawn is bullish on Exor NV00:04:58 - Why Exor trades at a 60% discount to net asset…

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TECH011: The History of AI and Chatbots w/ Dr. Richard Wallace (Tech Podcast) 48:02

7d ago48:02

48:02

Dr. Richard Wallace, creator of ALICE and AIML, shares his journey from 1990s chatbot innovation to today’s AI frontiers. He and Preston also explore AI’s learning methods, human vs machine intelligence, and the evolving role of creativity in artificial minds. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro 00:02:46 - How a 1990 New York Times articl…

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TIP779: Richer, Wiser, Happier Q4 2025 w/ Stig Brodersen & William Green 2:14:40

10d ago2:14:40

2:14:40

Each quarter, Stig Brodersen sits down with his friend and co-host William Green, author of Richer, Wiser, Happier. Together, they explore the ideas, stories, and timeless principles from the power of the subconscious mind to the universal human longing for appreciation, love, and meaning. This conversation invites you to slow down, reflect, and re…

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Be The One You've Been Waiting For - Nobody is Coming to Save You! 27:30

11d ago27:30

27:30

In this episode, Blaine gives some very straightforward advice about the mindset and behaviors of taking responsibility for everything in your life and business by recognizing that nobody is coming to save you. People who don't think like this tend to blame everyone and everything else but themselves as if life is just happening to them instead of …

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TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve 1:03:19

12d ago1:03:19

1:03:19

Kyle discusses the most important investing lessons he learned in 2025.IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality00:13:42 - Sleuthing a business00:17:15 - Why re…

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TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast) 58:03

14d ago58:03

58:03

Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, tactile sensing, and visual feedback. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro 00:02:37 - Why Ken agrees that robotics may have “lost its way” 00:…

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RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh 2:00:25

17d ago2:00:25

2:00:25

William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure. 00:10:31 - Why investors must go beyond numbers to grasp …

101
TIP777: The 1999 Dot-Com Bubble w/ Clay Finck 1:10:23

19d ago1:10:23

1:10:23

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculati…

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The End of Policy Renewal Sticker Shock? Inside Eventual’s 3-Year Premium Lock 39:12

20d ago39:12

39:12

Homeowners insurance is no longer “inflation + a little.” In many states it’s become volatile, uneven, and emotionally exhausting for consumers—and operationally painful for agents trying to retain clients through renewal shocks. In this episode, Michael sits down with Dylan DiMarchi, CEO of Eventual (the company behind Premium Lock), to unpack a s…

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TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney 1:08:55

21d ago1:08:55

1:08:55

This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, and the future of simulated realities. They also touch on AI bias, regulation, and how evolving tech might reshape society, purpose, and connection. IN …

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RWH063: Avoid Disaster w/ Howard Marks 1:20:17

24d ago1:20:17

1:20:17

In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:04:01 - Why Howard Marks ai…

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The Business Samurai™ Year End Review 30:47

25d ago30:47

30:47

In this episode, Blaine walks through part of the most brutal, but enlightening year-end review every appraiser, certainly every entrepreneur should be conducting at the end of each year. You can download the year-end review at www.CoachBlaine.com/yearendBy Blaine Feyen

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TIP776: Stig Brodersen’s Mental Models & Portfolio Update 1:22:14

26d ago1:22:14

1:22:14

On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year, and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholder…

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The Wild Growth Story of a Tiny Oregon Agency Dominating 20+ States 48:55

26d ago48:55

48:55

How do you turn a tiny, rural, PC-10 agency into a multi-niche growth machine that closes six-figure accounts without traditional producers? In this episode, Michael Jans sits down with Cheri Martinen, Managing Partner of Bancorp Insurance, to unpack how her family’s small Oregon agency has grown 6–7x while being surrounded by national forest on th…

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BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast) 1:00:10

28d ago1:00:10

1:00:10

Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuation models, and adoption barriers. The episode wraps with discussions on energy, AI, and whether Bitcoin's market cycles are evolving toward stability…

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AI Isn’t Tomorrow—It Was Yesterday: Proof from Klarna, Netflix, Aviva & More 8:54

27d ago8:54

8:54

In this episode, Michael pulls back the curtain on what AI actually did in 2025—far away from the hype, and deep in the real numbers. While most of the insurance world is still “thinking about AI,” other industries are already cashing in: A global fintech using AI to replace the work of ~700 people in 35 languages A major carrier cutting claim cycl…

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TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve 1:02:34

1M ago1:02:34

1:02:34

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four…

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TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley 1:29:36

1M ago1:29:36

1:29:36

On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:01:42 - How The Intrinsic Value…

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TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) 1:13:44

1M ago1:13:44

1:13:44

Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy’s role in supporting AGI. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:01:44 - How Tesla’s FSD 14.2 dra…

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How Gaya’s “Super Copy/Paste” AI Slashes Quote Time for Insurance Agencies 11:34

1M ago11:34

11:34

Still retyping the same client data into five different carrier portals? In this episode of The AI for IA Podcast, Michael talks with Carl, founder of Gaya, the browser-based tool built specifically for insurance agencies. Gaya sits on top of the systems you already use and turns painful, repetitive data entry into a few clicks. Instead of spending…

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TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve 1:04:41

1M ago1:04:41

1:04:41

On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kill criteria, scale, compounding, randomness, and regression to the mean to show how they shape real-world outcomes. He'll also share practical framewor…

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TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve 1:04:24

1M ago1:04:24

1:04:24

On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:42 - Why Compounders deserve to trade at a premium00:10:13 - The three parameters necessary for successful compounding00:12:49 - …

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The Life Insurance Advantage: How Trae White Built a Retention Engine Inside His P&C Agency 28:52

1M ago28:52

28:52

Most P&C agencies want stronger retention, deeper client loyalty, and higher revenue per client — but overlook the one conversation that delivers all three. In this episode, Michael Jans talks with Trae White, multi-acquisition P&C agency principal whose agency was recognized as Top 10 nationally in life insurance performance, to break down the sim…

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Using AI To Prepare to Sell A Business with guest Jacob Andra, CEO and Founder of Talbot West 31:09

1M ago31:09

31:09

Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West. In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible…

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BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast) 1:00:13

1M ago1:00:13

1:00:13

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-up call of 2008, and how Bitcoin offers hope amid systemic dysfunction. They also address national vulnerabilities, military planning, and the future o…

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AI Reality Check: What Independent Agencies Must Do Now 11:34

1M ago11:34

11:34

Featuring Dale Steinke, Director at Agent for the Future Advisors, Liberty Mutual Insurance AI isn’t coming to independent agencies—it’s already inside them. In this fast, high-signal conversation, Michael Jans sits down with longtime industry friend Dale Steinke of Liberty to break down what agency owners are really feeling about AI today: the exc…

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The Insurance Industry’s Quiet Shake-Up: 6 Trends Smart Agencies Can’t Ignore 7:25

1M ago7:25

7:25

In this rapid-fire 7-minute briefing, we break down the six industry trends reshaping the independent insurance agency landscape. You’ll discover why nearly 75% of Q3 insurtech funding went to AI-centric firms, what the softening market means for your organic growth strategy, and how smart agencies are using bolt-on technology to deepen client rela…

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Show Me Your Calendar and I'll Show You Where You're Lying 25:05

1M ago25:05

25:05

In this episode, Blaine talks about the myth of busyness that most people live by and how your 'to-do' list is likely killing your real productivity, as well as your profitability!By Blaine Feyen

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TIP771: Money Masters Of Our Time w/ Kyle Grieve 1:10:26

1M ago1:10:26

1:10:26

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime00:11:14 - How to identify and take advantag…

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TIP770: Mastering the Markets w/ Andrew Brenton 56:54

2M ago56:54

56:54

On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus…

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From Zero to 5,700 Households: How One Agent Built a Relentless Marketing Machine 54:43

2M ago54:43

54:43

In this episode, Michael Jans sits down with South Florida agency owner Matt Livings, who grew his agency from absolutely nothing to more than 5,700 households—in one of the toughest, most volatile markets in the country. Matt reveals the simple but powerful systems he’s used for two decades, including: His 24,000-postcards-a-month direct mail engi…

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BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast) 1:02:40

2M ago1:02:40

1:02:40

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YO…

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The Agency Divide Has Already Begun: Chris Paradiso on AI, Efficiency, and the Future of the Independent Agency 13:27

2M ago13:27

13:27

Independent agencies survived the internet. They adapted to websites, email marketing, and social media. But AI is different. It changes the structure of work, speed of response, and expectations of clients—and it’s moving exponentially faster than any prior wave of technology. In this episode, agency owner & industry thought leader, Chris Paradiso…

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TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve 1:09:00

2M ago1:09:00

1:09:00

Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to de…

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TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck 1:06:50

2M ago1:06:50

1:06:50

On today’s episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:01 - …

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The 7-Minute Insurance Industry Intelligence Briefing (6 Trends Every Agency Owner Must Know Now) 6:20

2M ago6:20

6:20

In this fast, insight-packed 7-minute briefing, Michael Jans breaks down six forces reshaping the independent insurance agency world right now — from AI acceleration to PE consolidation, social inflation, compliance pressure, ENS growth, and the widening growth gap between digital agencies and everyone else. In this episode you’ll discover: ✅ Why I…

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The Agencies That Will Thrive, Survive, or Dive in the Age of AI 42:32

2M ago42:32

42:32

Artificial Intelligence isn’t another wave—it’s a tsunami. In this episode, Michael Jans breaks down how AI will separate the winners from the walking dead in the independent agency world. From the Niche Master who dominates their vertical… to the Complexity Specialist who thrives on sophisticated risks… to the Platform Powerhouse scaling like Geic…

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BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast) 54:22

2M ago54:22

54:22

Preston and Charles dive into the fundamentals of quantum computing, its transformative applications, and the looming threat it poses to Bitcoin encryption. They break down the distinction between physical and logical qubits, real-world use cases, and the exponential progress in the field. With timelines tightening, they call for urgent collaborati…

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20% More Policies in 4 Weeks: AI Agents for Agencies 16:05

2M ago16:05

16:05

🎙️ How AI Agents Are Revolutionizing Insurance with Terry Walby of Open Dialog In this episode, Michael sits down with Terry Walby, co-founder and CEO of Open Dialog, to explore how AI agents are transforming the insurance industry—far beyond the limitations of chatbots. Terry breaks down the real-world impact of AI agents on improving quote conver…

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TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra 1:26:32

2M ago1:26:32

1:26:32

Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:05:30 - The bear case for Sanofi, including patent cliffs …

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6 Industry Shifts Every Insurance Agency Leader Must Track in 2025 5:53

2M ago5:53

5:53

The independent agency channel is changing fast—and the firms that see the shifts early will take the lead. In this episode, Michael Jans breaks down six critical developments reshaping growth, profitability, risk, client expectations, and agency valuation in the next 6–18 months. You’ll hear what the data actually says about AI adoption, why cyber…

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TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck 1:01:33

2M ago1:01:33

1:01:33

In this episode, Clay explores the concept of Intelligent Fanatics. Intelligent Fanatics are visionary leaders who build enduring, high-performance businesses through culture, focus, and integrity. Drawing from Ian Cassel and Sean Iddings’ book Intelligent Fanatics, Clay highlights how exceptional leaders like Herb Kelleher, Les Schwab, and Chester…

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5-Step AI Playbook to Future-Proof Your Agency 48:00

2M ago48:00

48:00

There’s a trillion-dollar wave of capital chasing AI in insurance. The question is — will your agency ride it or get rolled by it? In this episode, Michael Jans lays out the 5-Step AI Playbook for Insurance Agencies: Know – What’s real and what’s noise Grow – Where AI actually drives revenue Integrate – How to blend humans + automation Buy – Smart …

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Comfort is the new poverty - the silent epidemic destroying potential 24:45

2M ago24:45

24:45

In this episode, Blaine talks about how being comfortable has become the main goal for many entrepreneurs and it's destroying their drive and potential. For appraisers, getting and staying too comfortable has led to the whole industry being looked at as a profession that needs to be updated and potentially eliminated. Appraisers have gotten way too…

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TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast) 1:10:51

2M ago1:10:51

1:10:51

In this wide-ranging conversation, Preston and Seb unpack the biology of aging and the emerging science behind longevity. They take about epigenetics, sirtuins, Yamanaka factors, and how AI may accelerate regenerative medicine, offering a glimpse into the future of human health. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:04 - Why Aging Mi…

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The AI Compliance Trap: What Independent Agencies Must Know Now 14:30

2M ago14:30

14:30

AI is accelerating faster than any technology in history — doubling in power every four to seven months. What does that mean for the independent insurance agency system? Michael Jans sits down with Marc Lanzkowsky, founder of Lanzko AI and 30-year veteran of the insurance world — attorney, carrier exec, and IT innovator — to explore how AI is resha…

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TIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle Grieve 1:07:34

2M ago1:07:34

1:07:34

On today’s episode, Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life. He explores lessons from thinkers such as Spinoza, Nietzsche, Hume, and Pascal to reveal how concepts like persistence, skepticism, and luck shape decision-making. Kyle also connects these ideas to modern investing by drawi…

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TIP764: The Art of Buffett w/ Tobias Carlisle 1:30:53

2M ago1:30:53

1:30:53

In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett’s timeless approach to risk. Drawing from Tobias’s new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett’s biggest and most misundersto…

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TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast) 54:37

2M ago54:37

54:37

Mark Suman, co-founder of Maple AI and OpenSecret, shares his insights on how to build cutting-edge AI without sacrificing user privacy. From secure enclaves and attestation to real-world use cases in law and finance, Mark outlines the technical and ethical foundations of private AI, and why efficient inference, not just open models, is the next bi…