Sep 13

TIVP097 (Video): Copart Stock (CPRT): Is Copart now a Buy? w/ Daniel Mahncke & Shawn O’Malley

Daniel Mahncke and Shawn O'Malley revisit Copart (NASDAQ: CPRT), the online salvage auction giant that turns totaled cars into a global marketplace, connecting insurers with more than a million buyers across 190 countries. Copart owns over 250 salvage yards outright — land that's ... Show More

1h 10m

Sep 9

TIVP096 (Video): Uber (UBER): The Autonomy Referendum: Is Mr. Market Completely Wrong? w/ Shawn O’Malley and Daniel Mahncke

Shawn O’Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber’s operating profits have roughly doubled, free cash flow has climbed to about $10 billion a ye ... Show More

1h 4m

Sep 6

TIVP095 (Video): Applovin (APP): The 30-Bagger Down More Than Half w/ Kyle Grieve & Shawn O'Malley

In today's episode, Kyle Grieve and Shawn O’Malley break down AppLovin, the mobile advertising platform that went from a failed app recommendation tool to one of the most profitable businesses in ad tech. They walk through how the company makes money on both sides of the ad excha ... Show More

1h 33m

Mar 2023

BTC120: Preston's Top 5 Bitcoin Fundamental Moments, w/ Michael Saylor, Jeff Booth, Gigi, Alex Gladstein, Cory Klippsten, & Pablo Fernandez (Bitcoin Podcast)

Preston Pysh takes his top five favorite moments and lessons learned about Bitcoin since starting the Bitcoin Fundamentals Podcast in 2020. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 00:56 - Preston's 1st pick: Michael Saylor describing the importance of inflation being a vecto ... Show More

1h 37m

Feb 2023

BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)

Preston Pysh talks with Luke Broyles about Bitcoin's impact from a monetary historical perspective. Luke has been creating a lot of great content around why Bitcoin is so important, how we're at the start of the information era, and why scarce digital monetary units are so vital ... Show More

1h 22m

Sep 2019

SLP109 Preston Pysh - How To Think About Bitcoin as an Investor

Preston Pysh, co-host of The Investor’s Podcast (a globally ranked Investment podcast), joins me to talk about his thoughts on investing in Bitcoin. We talk about the category errors and pitfalls that an investor must be wary of when conceiving of the Bitcoin investment thesis ... Show More

1h 1m

Sep 2024

240. Preston Pysh

Investor Preston Pysh joins us to discuss bitcoin and fiat markets. Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s four <a href='https://saifedean.com/courses'>online economics courses</ ... Show More

1h 30m

Oct 2023

BTC152: The Debt Event Horizon & Bitcoin w/ Jesse Myers (Bitcoin Podcast)

Preston Pysh talks with Jesse Myers about the FTX court findings, a few of Jesse’s recent articles on the debt spiral, the ability for institutions to perform multi-institutional Bitcoin custody, and much more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:11 - Jesse's thoughts ... Show More

1 h

May 2021

BTC026: Bitcoin Mastermind w/ Lyn Alden & Jeff Booth (Bitcoin Podcast)

IN THIS EPISODE, YOU’LL LEARN: What Elon Musk's impact will be w/ Bitcoin Bitcoin energy concerns Bitcoin centralization concerns Bitcoin Payment times Stanley Druckenmiller's comments on the dollar losing global reserve status How are corporate boards viewing the Bitcoin volatil ... Show More

1h 14m

Jun 2020

SLP181 Preston Pysh – Bitcoin as Numeraire

Preston Pysh, co founder of The Investor’s Podcast network rejoins me to  talk about Bitcoin, inflation, bonds, and investing in a bitcoinised  world. Preston Pysh links: <ul> <li>Twitter: <a href="https://twitter.com/prestonpysh" rel="no ... Show More

1h 15m

Nov 2023

BTC155: Dylan LeClair Bitcoin Market Overview (Bitcoin Podcast)

Preston Pysh chats with Bitcoin Magazine’s, Dylan LeClair all about the important Bitcoin news stories happening in the 4th Quarter of 2023. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:52 - How Dylan's AI adventure has progressed in 2023. 06:19 - What is causing the big moves ... Show More

1h 21m

Mar 2023

BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast)

Preston Pysh sits down with global macro and security intelligence thinker, Matthew Pines to talk about China and its deeply manipulated market conditions, Japan being a major choke point for international interest rates, central bank digital currencies, and many more interesting ... Show More

1h 13m

May 2021

54. Bitcoin and the Global Economy with Lyn Alden

In this podcast Saifedean and Lyn discuss Bitcoin and trends taking place in the macroeconomy. Lyn starts by giving her view on the investment case for Bitcoin, PlanB’s Stock to Flow model, and whether Bitcoin can be characterized as a Ponzi scheme. They then move on to discus ... Show More

1h 42m

MI Rewind: Bitcoin is for Millennials w/...