In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical integration, and their global charging network.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 Intro
00:02:00 How Tesla evolved from a niche EV startup into a trillion-dollar company
00:12:53 Why Elon Musk’s bold leadership and risk tolerance shaped Tesla’s success
00:27:03 How vertical integration and software-driven vehicles give Tesla an edge
00:32:31 How competition from BYD and legacy automakers impacts Tesla’s growth outlook
00:38:27 What Tesla’s Master Plan Part IV reveals about its future in AI and robotics
00:41:08 Why the energy segment and battery innovation could rival the auto business
01:02:28 What investors can learn from Musk’s “capacity to suffer” mindset
01:05:19 Why Tesla’s valuation depends on optionality from Optimus and Robotaxi
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Walter Isaacson’s book: Elon Musk.
Mentioned Episode TIP593: Elon Musk by Walter Isaacson.
Follow Clay on LinkedIn & X.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Check out our We Study Billionaires Starter Packs.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Simple Mining
Human Rights Foundation
Unchained
HardBlock
Vanta
LinkedIn Talent Solutions
Kubera
Netsuite
Shopify
reMarkable
Onramp
Public.com
Abundant Mines
Horizon
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1:03:23
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1:03:23
TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast)
Preston and Jevi unpack the double-edged sword of modern technology. They examine how social media, AI, EMFs, and LED lights impact our well-being, and offer real-world privacy solutions like Graphene OS and open-source photo apps.
From sleep disruption to self-sovereignty, they advocate for mindful tech use and explore how AI can act as a “second brain” while respecting user privacy.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 Intro
00:03:50 How social media algorithms can both help and harm your mental well-being
00:07:56 The benefits of switching to privacy-respecting platforms like Nostr
00:09:32 What self-sovereignty in digital spaces really means
00:12:14 Why being intentional about digital content consumption is crucial
00:12:55 How to use AI and LLMs responsibly as personal information tools
00:18:38 Real-life alternatives to Big Tech’s data-hungry photo storage services
00:29:10 The hidden risks of EMF exposure from common devices
00:38:49 Why LED lights and blue light can disrupt your sleep
00:42:35 Practical tools to mitigate tech’s effects, like Daylight Tablets and color filters
00:47:12 How to strike a balance between tech’s convenience and its consequences
00:51:36 Outro
BOOKS AND RESOURCES
Daylight Computers.
Unchained Capital.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Simple Mining
Human Rights Foundation
Unchained
HardBlock
Vanta
LinkedIn Talent Solutions
Kubera
Netsuite
Shopify
reMarkable
Onramp
Public.com
Abundant Mines
Horizon
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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54:49
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54:49
TIP759: The Art of Spending Money w/ Morgan Housel
On today’s episode, Clay is joined by Morgan Housel to discuss his newest book, The Art of Spending Money — Simple Choices for a Richer Life.
Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 8 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:04 - The intersection of money and happiness
06:08 - Why Buffett’s inner scorecard can empower us to use money as a tool instead of letting money use us
20:40 - Why the happiest people we know are oftentimes the most content
28:40 - Why chasing status is a game you’ll never be able to win
30:34 - Dopamine’s role in how we spend our money
35:27 - Why not all of our big spending decisions need to be run through a spreadsheet
38:06 - The shocking story of how the Vanderbilts lost billions of dollars due to social debt
46:46 - Why Morgan highly prioritizes spending money on independence
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Morgan’s new book: The Art of Spending Money.
Morgan’s other books: Same as Ever and The Psychology of Money.
Morgan’s Podcast.
Related Episode: TIP351: The Psychology of Money w/ Morgan Housel.
Related Episode: TIP602: Same as Ever w/ Morgan Housel.
Follow Morgan on X.
Follow Clay on LinkedIn & X.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Check out our We Study Billionaires Starter Packs.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Simple Mining
Human Rights Foundation
Unchained
HardBlock
Vanta
LinkedIn Talent Solutions
Kubera
Netsuite
Shopify
reMarkable
Onramp
Public.com
Abundant Mines
Horizon
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1:08:16
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1:08:16
TECH004: Sam Altman & the Rise of OpenAI w/ Seb Bunney
Seb and Preston analyze the book "Empire of AI," reflecting on Sam Altman’s rise and OpenAI’s transformation from a nonprofit into a powerhouse AI firm.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
00:04 - Why Sam Altman’s early ventures shaped his leadership style
00:09 - How storytelling plays a role in securing AI funding and public trust
00:11 - The founding vision behind OpenAI and Elon Musk’s original role
00:18 - The internal power struggles that led to Altman’s firing and reinstatement
00:20 - The significance of AI governance structures in shaping future technologies
00:28 - How OpenAI evolved from a non-profit to a capped-profit model
00:33 - Why AGI poses ethical and societal challenges
00:39 - The hidden costs and global inequalities in AI model training
01:00 - A sneak peek into longevity research and Lifespan by David Sinclair
01:01 - Why ancestral health might hold keys to understanding aging
BOOKS AND RESOURCES
Related book: Empire of AI: Dreams and Nightmares in Sam Altman's OpenAI.
Seb’s Website and book: The Hidden Cost of Money.
Seb's Blog: The Qi of Self-Sovereignty.
Next book: Lifespan: Why We Age―and Why We Don't Have To.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok.
Check out our Bitcoin Fundamentals Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Simple Mining
Human Rights Foundation
Kubera
HardBlock
LinkedIn Talent Solutions
Unchained
Vanta
Shopify
NetSuite
Onramp
Public.com
Abundant Mines
Horizon
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1:05:59
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1:05:59
RWH061: How To Thrive No Matter What w/ Arnold Van Den Berg
In this episode, William Green chats with Arnold Van Den Berg, a revered investor whom he spotlighted in his book, Richer, Wiser, Happier. Against all odds, Arnold has run a highly successful investment firm for 50 years. Here, he discusses what he’s learned about how to succeed in markets & life; shares practical tools that he’s found transformative; & explains how he’s positioned to survive & thrive in the most overvalued US stock market he’s ever seen.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
06:57 - How extreme focus saved the life of Arnold Van Den Berg’s father.
14:05 - How to develop one-pointed focus & get into a flow state.
18:50 - What Dostoevsky taught Arnold about avoiding lies & discerning truth.
40:58 - How Arnold overcame a terrible self-image & “reprogrammed” himself.
40:58 - How he taught himself to be a successful investor.
01:34:51 - What habits he practices every day, including his favorite affirmations.
01:47:53 - How he remains optimistic amid adversity.
01:51:56 - Why he’s betting big on gold, silver, uranium, oil & natural gas.
01:51:56 - Why he thinks the S&P 500 “is one of the worst things you could buy.”
01:57:54 - Why he warns against long-term Treasury bonds & “anything with leverage.”
02:02:24 - How he & his firm are harnessing Artificial Intelligence.
02:09:59 - What brings him the greatest happiness.
02:19:02 - What you’ll learn from his favorite book about the “real secret to life.”
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here.
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
Inquire about William Green’s Richer, Wiser, Happier Masterclass.
Arnold Van Den Berg’s investment firm, Century Management.
Write to request Arnold’s report on one-pointed focus.
Mihaly Csikszentmihalyi's Flow.
Victor Frankl's Man’s Search for Meaning.
Fyodor Dostoevsky's The Brothers Karamazov.
James Nestor's Breath.
Leslie Lecron's Self Hypnotism.
Harry Carpenter's The Genie Within.
Harry Carpenter’s audio recordings for relaxation & self-hypnosis.
James Allen' Mind is the Master, including “From Poverty to Power”.
William Green’s 2022 podcast interview with Arnold Van Den Berg.
William Green’s 2023 podcast interview with Arnold Van Den Berg.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
Check out our We Study Billionaires Starter Packs.
Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
Simple Mining
HardBlock
Human Rights Foundation
Linkedin Talent Solutions
Netsuite
Shopify
Vanta
Abundant Mines
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
About We Study Billionaires - The Investor’s Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Listen to We Study Billionaires - The Investor’s Podcast Network, The Entrepreneur Experiment and many other podcasts from around the world with the radio.net app
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