BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)
Host Preston Pysh interviews journalist and educator Natalie Brunel about her book "Bitcoin Is for Everyone" and how her immigrant family's experience with the American dream and the 2008 financial crisis shaped her worldview. They discuss why the current fiat-based financial system feels broken, how inflation and debt erode savings and opportunity, and why Natalie believes Bitcoin is a hopeful, apolitical form of money that can restore property rights, enable low time preference, and counter systemic wealth concentration. The conversation also covers the challenge of explaining Bitcoin simply, its relationship to energy and human rights, and broader geopolitical and industrial vulnerabilities in the US.
X's Foreign Trolls, Google's AI Wins, and MTG's Resignation
Hosts Kara Swisher and Scott Galloway discuss foreign-operated troll accounts on X, broader Russian and other foreign influence operations on U.S. politics, and the GOP's shifting stance on Russia, including Marco Rubio's role in a controversial Ukraine peace plan. They analyze Google's new Gemini 3 model and Alphabet's AI strategy versus OpenAI, evaluate market jitters around the AI boom and crypto, and cover Marjorie Taylor Greene's announced resignation, Eli Lilly's GLP-1-fueled valuation, elite wealth and political power, and the importance of competent public servants and everyday gratitude practices.
654. Is the Public Ready for Private Equity?
The episode examines the push to open private equity and other private markets to retail investors, especially through 401(k) plans, following a Trump administration executive order. Law professor Elizabeth DeFontenay and economist Steve Kaplan explain how private equity works, its historical outperformance versus public markets, and why that outperformance has likely diminished as the asset class has matured and become crowded. They warn that high fees, opaque pricing, illiquidity, and second-tier access mean that ordinary investors are unlikely to benefit from this shift, and that expanding retail exposure could change private markets themselves and increase systemic risks.
BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)
Host Preston Pysh interviews macro analyst Luke Gromen about growing financial stress in the U.S. and globally, focusing on the Treasury's heavy reliance on short‑term funding, strain in repo and funding markets, and the fiscal math of interest plus entitlements nearly consuming all tax receipts. They discuss how Bitcoin acts as an early warning signal for tightening liquidity, why gold is increasingly favored by sovereigns, the contradictory policy push around stablecoins, and how AI capex, energy constraints, geopolitical shifts, and rare earth dependencies further complicate the outlook. Gromen argues policymakers are trapped between preserving the bond market and reindustrializing the U.S., and that some form of sharp market "whoosh down" may be needed before large‑scale liquidity support returns.
TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck
Host Clay Finck presents Interactive Brokers (IBKR) as his quarterly best quality stock idea, analyzing its business model, economics, and long‑term growth prospects. He covers the firm's history and founder Thomas Pederphy's automation-focused culture, its revenue drivers like commissions and net interest income, and its unique low-cost, tech-heavy positioning versus competitors such as Charles Schwab and Robinhood. The episode also explores IBKR's competitive advantages, management incentives, valuation, key risks, and why Clay holds a 2% personal position in the stock.
BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast)
Host Preston Pysh speaks with Charles Edwards about what quantum computing is, how it works at a high level, and why it matters for Bitcoin's security. They distinguish physical from logical qubits, review industry forecasts for when quantum computers could break current cryptography, and examine Bitcoin's specific vulnerabilities and proposed upgrades like BIP360. The conversation also covers migration logistics, governance challenges for the Bitcoin community, and how to think about investing in quantum technologies as both an opportunity and a hedge.
TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
The episode is a quarterly mastermind discussion where Stig Brodersen, Tobias Carlisle, and Hari Ramachandra each pitch an investment idea and stress-test each other's theses. Hari presents Sanofi as a relatively cheap, dividend-paying global biopharma with durable vaccine and immunology franchises that he views as a "T-bill with growth" type holding. Stig analyzes Remitly, a fast-growing digital remittance platform, weighing its strong unit economics and underbanked niche against strategic drift, intense competition, and heavy stock-based compensation, while Toby pitches Crocs as a deeply undervalued, cash-generative footwear brand facing fashion, tariff, and acquisition risks but offering significant upside if issues are managed.
Crypto Pardon, Amazon Automation, and Reagan Tariff Ad
Kara Swisher and Scott Galloway discuss Kara's trip to Korea, plastic surgery culture among tech workers, and Donald Trump's tariff threats against Canada triggered by an Ontario ad using Ronald Reagan's anti-tariff speech. They analyze U.S.-China trade and the pending TikTok deal, Trump's pardon of Binance founder CZ and what it signals about corruption and crypto, Amazon's push to automate its warehouses with robots, and Trump's bailout of Argentina, framing these stories within a broader critique of speculative gambling economics and erosion of rule-of-law, before closing with reflections on sports betting and the war in Ukraine.
BTC252: Bitcoin Mastermind Q3 2025 w/ Joe Carlasare, Jeff Ross, and American HODL (Bitcoin Podcast)
Preston Pysh hosts a quarterly Bitcoin mastermind with Jeff Ross, American Hodl, and Joe Carlisari focused on current Bitcoin sentiment, macroeconomic conditions, and how hard assets like gold and Bitcoin fit into the evolving global landscape. They argue the traditional four-year Bitcoin cycle is breaking down, discuss golds recent outperformance versus both stocks and Bitcoin, and explore implications of liquidity trends, Fed policy, and a potential long period of hard-asset outperformance. The conversation also covers the US strategic Bitcoin reserve, AI and robotics as economic forces, the state of Bitcoin treasury companies and miners, and rising geopolitical tensions with China and the BRICS bloc.
How two straight guys bought Grindr and made $2B
The hosts interview two entrepreneurs and operators who led the acquisition of Grindr from its Chinese owner under a forced divestiture and then took it public for a $2 billion valuation. They explain Grindr's origin, why U.S. regulators forced the sale, how homophobia and perceived risks created a buyer's opportunity, and the operational turnaround they executed across talent, tech, product, trust and safety, and monetization. The conversation broadens into how they approach private equity deals vs. startups, the use of leverage and risk reduction, opportunities and disruption in AI, crypto, and healthcare, and reflections on long careers in tech, investing, and choosing the right partners.
How To Turn $100K into $4,000,000 with Distressed Investing
The hosts interview a distressed investor named Tom who specializes in buying bankruptcy claims, especially in crypto-related cases like Mt. Gox and FTX, and walk through how his niche works. He explains the "stake and sizzle" approach to finding situations with both downside protection and significant upside optionality, details the hustling and legal knowledge required to trade claims, and shares stories from early crypto bankruptcies and his own investing background. Later, he candidly discusses a controversial Delaware receivership case that resulted in fines and a settlement, and closes with core investing philosophies and a reading list for learning more about distressed and value investing.