BTC021: Bitcoin and Bonds w/ Greg Foss (Bitco...

On today's episode, Clay is joined by François Rochon to discuss his 2025 annual letter and the key themes shaping markets in 2025. He also digs into his top holdings, including Constellation Software, Alphabet, and Meta. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:02:18 - ...  Show more

Kyle Grieve discusses the remarkable story of the Davis Dynasty, a multi-generational investing family that compounded wealth through discipline, focus, and a deep understanding of insurance businesses. He explores the philosophies of Shelby Davis, his son Shelby Cullom Davis, an ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 0:41 - What Bitcoin mining is  9:36 - How to value Bitcoin and where Bitcoin all began  28:46 - What can happen if the government steps in and regulates Bitcoin  30:53 - How banning Bitcoin works 34:41 - What the most common misconceptions abou ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 3:39 - What the best way is to deal with Bitcoin's volatility. 15:49 - What will happen if the government decides to step into the whole bitcoin scene? 19:56 - For beginners, how should they start investing in Bitcoin, how is the process going to ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 03:30 - Dan, Josh, and Clay’s general thoughts on the Bitcoin Conference. 06:04 - Their takeaways from The Billionaire Capital Allocators discussion at the conference. 17:35 - How Samson Mow is playing such a huge role in the Bitcoin space. 22: ...  Show more

Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more! Preston is a leading voice in the Bitcoin space, ...  Show more