Best Intrinsic First Podcasts (2025)

1
TIP744: Hidden Monopolies w/ Kyle Grieve 1:03:00

Play Pause

15m ago1:03:00

1:03:00

On today’s episode, Kyle Grieve discusses a thought-provoking framework that redefines competitive advantage through the lens of customer loyalty. Kyle breaks down the five types of customer loyalty moats, introduces the Moat Strength Index (MSI), and explains how investors can use this approach to measure, monitor, and deepen their conviction in h…

1
TIP743: Should Value Investors Own Index Funds? 58:33

9m ago58:33

58:33

In this episode, Clay shares John Bogle’s timeless philosophy of passively investing in low-cost index funds. Bogle, the founder of Vanguard, helped spark a global movement that has made investing more accessible and cost-effective. Today, Vanguard manages over $10 trillion in assets, and Bogle’s simple approach has been adopted by millions worldwi…

1
62: Dessert First-How to Make Your Relationship Fun Again 19:19

1h ago19:19

19:19

Ellen Dorian discusses the importance of enjoying time with your partner and offers strategies to bring fun and playfulness back into relationships, especially for busy professionals. Part 1: Rediscovering Joy in Relationships - Ellen emphasizes the significance of simply enjoying being together - Introduces the concept of "affinity" from her relat…

1
BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast) 1:08:41

1d ago1:08:41

1:08:41

Becca and Rob from AnchorWatch join Preston to unpack the future of Bitcoin custody and insurance. They explore multisig security, time-locked vaults, inheritance planning, insured yield products, and how institutional players like banks and insurers are adopting crypto through innovative custody models, convertible debt strategies, and reinsurance…

1
In the Path of Growth (Eventually) 44:05

1d ago44:05

44:05

In this week’s episode of The Industrialist: Shop Talk, Jeremy, Jeff, and Will dive into market updates from Terrell to Rome (Texas, not Italy), the latest on REITs and ETFs, and why that 130% dividend might not be as sweet as it sounds. They also unpack Onyx Partners’ $947 million acquisition of the JCPenney portfolio and debate whether it's a bol…

1
TIP742: Invest like a Business Owner w/ David Fagan 1:24:31

5d ago1:24:31

1:24:31

In this episode, Stig Brodersen speaks with David Fagan, a successful entrepreneur and investor, about the powerful overlap between building businesses and investing in public markets. They explore why business owners often think differently about diversification, dividends, and risk—and how habits, friendships, and clarity of purpose shape long-te…

1
TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley 1:13:56

6d ago1:13:56

1:13:56

On today's episode, Clay is joined by Shawn O'Malley to discuss his work on The Intrinsic Value Podcast and two key holdings from The Intrinsic Value Portfolio. Shawn recently launched The Intrinsic Value Podcast alongside co-host Daniel Mahncke, where they conduct weekly deep dives into companies while building their own concentrated portfolio of …

1
61: Stop Your Relationship from Becoming a Business Casualty 18:13

7d ago18:13

18:13

Ellen Dorian discusses the importance of balancing business growth with maintaining a healthy relationship. She emphasizes the risks of neglecting one's partnership while focusing solely on business success, and offers strategies to protect and nurture both aspects of life. Part 1: The Blind Spot in Business Coaching - Ellen shares insights from a …

1
BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley 58:39

9d ago58:39

58:39

Andrew and Jesse join Preston to discuss Smarter Web’s transformation into a major Bitcoin Treasury firm, UK market dynamics, valuation strategies, and future growth plans, including preferred shares. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 14:02 - What is MNAV and why is it a crucial metric for valuing Bitcoin Treasury firms? 35:20 - How does …

1
Big Ten Football Preview & Foreign Buyer Ban Fallout 27:26

11d ago27:26

27:26

In this week’s episode of The Industrialist: Shop Talk, Jeremy and Jeff tackle Week 31 with a lively breakdown of the Big Ten football landscape for the upcoming 2025 season. From Ohio State’s repeat title hopes to Oregon’s portal power plays and Indiana’s All-American-loaded defense, the duo dishes out win predictions, sleeper picks, and must-watc…

1
TIP740: The Great Mental Models Part 1 1:07:07

12d ago1:07:07

1:07:07

On today’s episode, Kyle Grieve discusses the power of mental models, how they sharpen our thinking, and how they improve our decision-making in investing and everyday life. He explores various key concepts in general thinking, including the circle of competence, inversion, first-principles thinking, probabilistic thinking, and more. IN THIS EPISOD…

101
TIP739: The Psychology Of Human Misjudgement 1:01:28

13d ago1:01:28

1:01:28

On today’s episode, Kyle Grieve discusses Charlie Munger’s legendary speech, The Psychology of Human Misjudgment, and unpacks all 25 of his cognitive biases that often lead even the most intelligent people to make poor decisions. Drawing from Poor Charlie’s Almanack, Kyle explores how these psychological tendencies—like incentive-caused bias, socia…

1
60: Intrinsic Passion – Reignite Desire Without Faking It 22:23

14d ago22:23

22:23

Ellen Dorian discusses the importance of intrinsic passion in relationships, focusing on sex and intimacy. She explores why passion fades, differences between men and women, and provides strategies to reignite passion. Part 1: Understanding Passion in Relationships - Sex as the "glue" of healthy relationships - Differentiating between sex, passion,…

1
BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast) 1:21:47

16d ago1:21:47

1:21:47

Bitcoin market insights, Treasury trends, stablecoin regulation, and bold predictions for Bitcoin's future. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:21 - How global liquidity and leverage affect Bitcoin's market performance 08:56 - The evolving role and risks of Bitcoin Treasury companies 17:26 - Why stablecoin regulations are reshaping digit…

1
When the Only Thing Iconic Is the Asking Price 17:12

18d ago17:12

17:12

Portfolio Sale Teaser⁠⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlig…

1
RWH059: Ask Me Anything w/ William Green 1:56:55

19d ago1:56:55

1:56:55

In this unusually personal and candid episode, William Green answers a wide range of probing questions posed by listeners to his podcast and readers of his book, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets & Life.” Here, William discusses the key qualities, principles, and practices he’s observed in the best investors…

151
TIP738: Heico: The Quiet Aerospace Compounder 1:02:21

20d ago1:02:21

1:02:21

In this episode, Clay dives deep into the remarkable story of Heico — a quiet compounder that’s delivered over 22% annual returns for more than three decades. While aerospace may seem like a commoditized or slow-moving industry, Heico flips that assumption on its head. Clay breaks down how the Mendelson family transformed a struggling parts supplie…

1
59: Your Relationship OS Part 2: Practicing Intentional Presence 20:31

22d ago20:31

20:31

Ellen Dorian discusses intentional presence as a crucial element in building passionate partnerships. She breaks down this concept into three core habits: attentiveness, authenticity, and resilience. Part 1: Attentiveness - Keeping focus and paying attention to your partner - Active listening and remembering important details - Weekly planning meet…

1
Confessions of a Street Broker: Every Section of That Lease Is a Money Item with Reid Bassinger 1:16:39

23d ago1:16:39

1:16:39

In this episode of Confessions of a Street Broker, Jeremy Mercer sits down with Reid Bassinger, a partner at Lee & Associates and a self-proclaimed deal junkie. They dive into the changing tides of industrial leasing, tenant leverage in today's market, and the cold-call grind that built Reid’s career. From ball boy memories and family legacy to a w…

1
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast) 50:15

23d ago50:15

50:15

Jim Chanos and Pierre Rochard face off on Bitcoin-native corporates, debating governance, valuation models, capital structure, and whether BTC on the balance sheet adds value or risk. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Jim Chanos is short BTC companies but long Bitcoin itself 05:44 - Pierre Rochard's view on using corporate deb…

1
Hindsight Capital Partners: Where It’s Always Monday 23:53

26d ago23:53

23:53

Portfolio Sale Teaser⁠⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highligh…

1
TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve 1:11:43

26d ago1:11:43

1:11:43

On today’s episode, Kyle Grieve discusses the principles of value investing, including how to distinguish between speculation and true investing, the dangers of Wall Street's incentive structures, and the importance of prioritizing downside protection over upside potential. We’ll also delve into discipline for value investing, how to develop a marg…

1
TIP736: How the Best Investors Execute w/ Clay Finck 1:04:34

27d ago1:04:34

1:04:34

In this episode, Clay reviews Lee Freeman-Shor's book — The Art of Execution. Freeman-Shor studied 45 of the world's top investors over seven years, revealing why investment success depends far more on execution than stock picking. Through analysis of nearly 1,000 investments, he discovered that even the best investors are wrong half the time, but …

1
58: Your Relationship OS Part 1: Staying Aligned, Independent, and Clear 17:58

1M ago17:58

17:58

Host Ellen Dorian discusses the three core principles successful couples practice to maintain strong, lifelong relationships. She introduces the first principle, "Inclusive Purpose," and explains its importance in creating alignment and avoiding common relationship pitfalls. Part 1: The Three Core Principles of Successful Relationships - Inclusive …

1
Summitt Hogue with GROWE on 3PLs, Tariffs, and Texas Tech 1:09:57

1M ago1:09:57

1:09:57

In this episode of The Industrialist, Jeremy and Will sit down with repeat guest Summitt Hogue, founder of GROWE, a Dallas-based commercial real estate firm focused exclusively on serving the various needs of third-party logistics companies across the United States. After beginning his career in commercial real estate, Summitt quickly identified th…

1
Episode 80: “Primary Anterior Cruciate Ligament Injury: Extrinsic and Intrinsic Risk Factors” 39:54

30d ago39:54

39:54

Host Mikalyn DeFoor, MD Guest interviewee Nicholas A. Apseloff, MD, discussing his review article, “Primary Anterior Cruciate Ligament Injury: Extrinsic and Intrinsic Risk Factors” from the July 1, 2025 issue Article summarized from the July 1, 2025 issue Review article ““FATAL Graft”: A Diagnostic Algorithm for the Workup of Anterior Cruciate Liga…

1
BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast) 55:06

1M ago55:06

55:06

Preston Pysh welcomes back NVK, renowned Bitcoin expert and founder of Coinkite, for an in-depth conversation on the future of Bitcoin, the evolving dynamics of its core development, and the promising rise of decentralized platforms like Nostr. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:01 - How Bitcoin's increasing price may sustain mining inc…

1
Creative Sellers: Because Normal Wasn’t Going to Pencil Anyway 38:00

1M ago38:00

38:00

Portfolio Sale Teaser⁠⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlight…

1
TIP735: Compounding with Character w/ Guy Spier 2:03:48

1M ago2:03:48

2:03:48

In this episode, Stig Brodersen speaks with Guy Spier who has outperformed the S&P 500 since 1997, with a 9.6% vs. 8.8% CAGR. They explore why Guy invested in The Economist, and how friendships, service, and living by an inner scorecard guide his life and investment philosophy. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:27 - Why Guy Spier decid…

1
TIP734: My Investment Philosophy w/ Clay Finck 1:03:50

1M ago1:03:50

1:03:50

In this episode, Clay shares the key principles behind his personal investment approach. His approach has been shaped by over a decade of experience and lessons from great investors like Charlie Munger, Nick Sleep, and Chris Mayer. He explains how he builds a portfolio focused on high-quality businesses and long-term compounding. It’s a candid look…

1
57: Have You Fallen for the Worst Relationship Advice? 12:30

1M ago12:30

12:30

Ellen Dorian challenges the popular notion that "all you need is love" in relationships, arguing that this oversimplified view can lead to failed marriages. She discusses why love alone isn't sufficient for building resilient partnerships and outlines what's truly necessary for long-term relationship success. Part 1: The Problem with "All You Need …

1
The Very First Episode of Confessions of a Street Broker — with Todd Hubbard 52:51

1M ago52:51

52:51

Before Confessions of a Street Broker had a format or any momentum—Todd Hubbard was already in the studio. This episode is a throwback to the first recording Jeremy ever did, with the guy who unknowingly helped shape the voice of the podcast. Funny enough, people still say, “Todd, you need to go on Jeremy’s podcast,”—not realizing he was the very f…

1
BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast 1:20:36

1M ago1:20:36

1:20:36

James and Preston dissect the evolving cryptocurrency landscape—from market structure transitions and on-chain data missteps to Bitcoin mining incentives and the cutting-edge strategies behind Bitcoin Treasury companies. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:47 - Lessons learned from the 2020-2021 crypto cycle 04:59 - Why the crypto market…

1
Your Intrinsically Core Podcast 36:18

1M ago36:18

36:18

Portfolio Sale Teaser⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights…

1
TIP733: How Warren Buffett Became Warren Buffett 1:06:07

1M ago1:06:07

1:06:07

On today’s episode, Kyle Grieve discusses how Warren Buffett evolved from a young entrepreneur with an intense fascination for numbers into one of history’s most disciplined and independent investors. The episode explores the key influences, early lessons, and defining choices that shaped his unique approach to business and capital allocation. IN T…

1
TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel 1:20:54

1M ago1:20:54

1:20:54

On today’s episode, Kyle Grieve chats with Ian Cassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. We'll also explore how elite investors evolve, avoid common traps, and develop underappreciated edges that compound into long-term outperformance. IN THIS EPISODE YOU’LL LEARN: 00:00 - In…

1
Real Estate, Burnout, and Balance: The Todd Hubbard 2.0 Episode 1:16:23

1M ago1:16:23

1:16:23

Todd Hubbard returns to The Industrialist—this time not as our inaugural guest, but as a seasoned voice reflecting on two decades in the trenches of Fort Worth commercial real estate. In this unscripted, unfiltered conversation, Todd, Jeremy, and Will dive deep into the state of the industrial market, the flood of inquiries from foreign buyers, and…

1
56: Bad Advice Part 3 - The Dangerous Kind 16:25

1M ago16:25

16:25

Host Ellen Dorian dissects dangerous relationship advice, offering insights on love imbalances, misguided solutions, and the importance of proactive relationship maintenance. Part 1: The Dangers of Unequal Love - Explores the advice: "Be with someone who loves you more than you love them" - Discusses the negative impacts of this approach on relatio…

1
BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast) 55:17

1M ago55:17

55:17

Preston sits down with Chris and Joe to explore how Bitcoin is changing the way we think about corporate treasuries, asset valuation, and investment risk. They dive into the STRIVE report, debate traditional financial models, and propose new frameworks for evaluating assets in a Bitcoin-denominated world. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro…

1
Cashing In on the Silver Tsunami 29:46

2M ago29:46

29:46

Portfolio Sale Teaser⁠ - ⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights:…

1
RWH058: Winning Ways w/ Bill Nygren 2:09:11

2M ago2:09:11

2:09:11

In this episode, William Green chats with investing legend Bill Nygren, who oversees about $25 billion at Harris Associates. Bill is the firm’s Chief Investment Officer for US Equities & co-manages two flagship mutual funds: Oakmark Select & Oakmark Fund. Here, he discusses the processes, principles, habits & mindset that have enabled him to beat t…

1
TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik 1:11:54

2M ago1:11:54

1:11:54

On today’s episode, Clay is joined by Joseph Shaposhnik to discuss the launch of his new ETF, Rainwater Equity. The Rainwater Equity ETF just launched on June 18th, 2025, under the ticker RW, and its objective is to compound capital at an above-average rate by investing in publicly listed recurring revenue businesses. The fund Joseph managed at his…

1
55: Bad Relationship Advice Part 2: The Dumb Head Scratching Kind 17:37

2M ago17:37

17:37

Ellen Dorian dissects three pieces of bad relationship advice, offering insights on maintaining effort in marriage, handling conflicts, and the importance of apologizing. She provides practical strategies for nurturing long-term relationships and maintaining passion. Part 1: Debunking "You Don't Have to Impress Anyone After Marriage" - Marriage doe…

1
Inside the Mind of a Modern Industrial Developer with Todd Marchesani 1:09:48

2M ago1:09:48

1:09:48

In this episode of The Industrialist, Jeremy sits down with Todd Marchesani, founder of Box Investment Group and one of the most respected developers in DFW industrial real estate. From his early days leasing dock-high buildings in Brookhollow to building millions of square feet under his own flag, Todd shares the lessons, mindset, and relationship…

1
BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast) 1:15:37

2M ago1:15:37

1:15:37

Seb and Preston explore the hidden emotional and societal costs of fiat currency, how Bitcoin changes our perception of value, and why money is more than just economics—it's identity. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:28 - The emotional toll of living within a fiat monetary system 10:04 - How Bitcoin changes the way we express values t…

1
Pull on the Thread: One Detail, Big Impact 29:28

2M ago29:28

29:28

Portfolio Sale Teaser⁠ - ⁠⁠We’re pleased to present an IOS portfolio totaling +/- 273,427 SF across 33.88 acres. Currently 95.94% leased, this offering provides passive income with significant rental upside. The portfolio has a weighted average lease term of 3+ years and features a diverse tenant base across multiple industrial uses. Key Highlights…

1
TIP730: Richer, Wiser, Happier, Q2 2025 2:17:25

2M ago2:17:25

2:17:25

On today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” In their quest for meaningful relationships and being the best version of themselves, they discuss what has made them Richer, Wiser, or Happier in the past quarter. You’re invited to join them on their journey. IN THIS EPISODE YOU’LL LEARN: 00:…

1
TIP729: Mastering the Capital Cycle 1:03:43

2M ago1:03:43

1:03:43

In this episode, Clay explores the core ideas behind Capital Returns by Edward Chancellor and Marathon Asset Management. Based on decades of investing experience, the book uncovers the capital cycle framework, which reveals how capital flows, supply dynamics, and managerial incentives drive long-term investment outcomes. Whether you're a value inve…

1
Las Vegas ICSC Retail ReCap 1:02:03

2M ago1:02:03

1:02:03

Jeremy, Will, Bob, and Rob all attended ICSC in May. This episode is your retail recap of everything that happened...

1
54: Bad Relationship Advice and How to Avoid it-Part 1 16:17

2M ago16:17

16:17

Ellen Dorian kicks off Season 2 of Make More Love by addressing bad relationship advice, categorizing it into vague, dumb, and wrong. This episode focuses on vague advice, highlighting its ineffectiveness and offering practical alternatives. Part 1: The Problem with Vague Advice - Ellen introduces three types of bad relationship advice: vague, dumb…