Best Jon Francois Podcasts (2025)

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RWH059: Ask Me Anything w/ William Green 2:04:55

Play Pause

1d ago2:04:55

2:04:55

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…

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TIP738: Heico: The Quiet Aerospace Compounder 1:10:21

3d ago1:10:21

1:10:21

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
BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast) 58:15

16h ago58:15

58:15

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…

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TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve 1:19:43

8d ago1:19:43

1:19:43

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…

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TIP736: How the Best Investors Execute w/ Clay Finck 1:12:34

10d ago1:12:34

1:12:34

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 …

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BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast) 1:03:06

12d ago1:03:06

1:03:06

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…

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Family Matters | Fred Fox Jr. & Stephen Langford | Writers/Producers 2:28:50

14d ago2:28:50

2:28:50

YouTube: https://m.youtube.com/@thedeliciousrecap

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TIP735: Compounding with Character w/ Guy Spier 2:11:48

15d ago2:11:48

2:11:48

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 1:11:50

17d ago1:11:50

1:11:50

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…

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BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast 1:28:36

19d ago1:28:36

1:28:36

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…

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TIP733: How Warren Buffett Became Warren Buffett 1:14:07

22d ago1:14:07

1:14:07

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 1:28:54

24d ago1:28:54

1:28:54

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…

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BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast) 1:03:17

26d ago1:03:17

1:03:17

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…

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RWH058: Winning Ways w/ Bill Nygren 2:17:11

29d ago2:17:11

2:17:11

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…

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TIP731: Owning Best-in-Class Businesses w/ Joseph Shaposhnik 1:19:54

1M ago1:19:54

1:19:54

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…

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BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast) 1:23:37

1M ago1:23:37

1:23:37

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…

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

1M ago2:25:25

2:25:25

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:…

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TIP729: Mastering the Capital Cycle 1:11:43

1M ago1:11:43

1:11:43

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…

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BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast) 1:13:40

1M ago1:13:40

1:13:40

Michael and Preston explore Bitcoin's foundational principles, covering digital scarcity, mining incentives, node infrastructure, and the importance of self-custody versus third-party management. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 12:13 - How Bitcoin prevents government-led currency debasement 19:14 - Why block reorganizations occur and ho…

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TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen 1:58:32

1M ago1:58:32

1:58:32

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Microsoft, the world’s biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if you’re right about the timing. Hari’s stocks of choice are Adyen and Block, two fast-growing c…

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TIP727: 7 Powers by Hamilton Helmer 1:13:57

2M ago1:13:57

1:13:57

In this episode, Clay explores Hamilton Helmer’s 7 Powers framework, breaking down each of the seven sources of enduring competitive advantage. While companies all over the world offer benefits and value to society at large, few have barriers in place that prevent competitors from easily replicating those advantages. Whether you’re an investor or b…

1
BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast) 1:04:54

2M ago1:04:54

1:04:54

Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 04:57 - How digital asset risk profiles evolve as companies scale 16:09 - The case for Bitcoin in insurance …

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TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge 1:25:39

2M ago1:25:39

1:25:39

On today’s episode, Kyle Grieve chats with Jon Cukierwar about his unique global investing approach focused on undiscovered companies. They delve into Jon’s high-conviction strategy, his in-depth on-the-ground research process, and how he uncovers overlooked opportunities by combining valuation, quality, and growth. IN THIS EPISODE YOU’LL LEARN: 00…

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TIP725: First Principles of Valuation w/ Tim Koller 1:02:51

2M ago1:02:51

1:02:51

On today’s episode, Clay is joined by Tim Koller to discuss all things valuation. Tim is the lead author of Valuation: Measuring and Managing the Value of Companies which is the #1 best-selling guide to business valuation. This book—now in its eighth edition—has sold more than one million copies, and is used as a textbook at top business schools su…

1
BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast) 1:02:22

2M ago1:02:22

1:02:22

Preston and Matthew discuss the upcoming Bitcoin Policy Summit, explore strategic financial maneuvers involving Bitcoin, dissect stablecoin impacts, and examine shifting global crypto dynamics. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:20 - Challenges facing the Federal Reserve’s independence 13:21 - Insights into Elon's policy influence and f…

1
TIP724: Key Insights From Coca-Cola's Golden Era 1:08:45

2M ago1:08:45

1:08:45

On today’s episode, Kyle Grieve chats about one of the most iconic businesses in history—Coca-Cola—and explores its enduring competitive advantages, its remarkable turnaround under CEO Roberto Goizueta, and what Warren Buffett saw that made it one of Berkshire Hathaway’s most legendary investments. Kyle unpacks why Coke’s brand power, global distri…

1
TIP723: The Art of Buying Growth Companies for Value Prices w/ Jim Zimmerman and Abigail Zimmerman 1:17:29

2M ago1:17:29

1:17:29

On today’s episode, Kyle Grieve chats with James and Abigail Zimmerman about the strength of growing and sustainable cash flowing businesses; the importance of strong balance sheets; how they navigate their circle of competence, and the steps they take to expand it; why simplicity is so important in an age of complexity, how they use cash as a boos…

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BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast) 1:10:15

2M ago1:10:15

1:10:15

Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin lending. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public …

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RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis 1:52:33

2M ago1:52:33

1:52:33

In this special celebratory episode, William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffett’s historic decision to retire after 60 years as Berkshire Hathaway’s CEO, William offers his thoughts on Buffett’s legacy & Berkshire’s future; he also shares powerful highlight…

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TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve 1:16:16

2M ago1:16:16

1:16:16

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings. To our surprise, Booking Holdings is the world’s largest travel company. We explore how the company built a dominant position in Europe through its network effect, asset-light business model, and sound capita…

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BTC234: Bitcoin Torque, Saylor's Playbook w/ Andy Edstrom (Bitcoin Podcast) 1:06:45

2M ago1:06:45

1:06:45

Andy Edstrom unpacks whether Bitcoin is truly the last asymmetric bet for companies, diving into MicroStrategy's model, capital structure risks, and Bitcoin's rising institutional role. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:40 - Why Michael Saylor calls Bitcoin a lifeline for “zombie companies” 05:20 - How Bitcoin’s returns compare to trad…

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Family Matters | Gregg Heschong | Cinematographer & Director 1:03:13

2M ago1:03:13

1:03:13

It was a pleasure to speak to "Family Matters" cinematographer and director Gregg Heschong! He gives us the inside scoop on stunts, the visual palette he uses for different skin tones, the live action and animation blend in "Who Framed Roger Rabbit", the compliment Ted Danson gave him on the set of "Becker", shooting a multi-camera sitcom outdoors …

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TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve 1:26:48

2M ago1:26:48

1:26:48

In this episode, Clay and Kyle reflect on their weekend at the Berkshire Hathaway annual shareholders meeting in Omaha and play a few of their favorite clips from the Q&A session with Warren Buffett, Greg Abel, and Ajit Jain. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:16 - Our thoughts on Buffett’s announced retirement of CEO at Berkshire Hatha…

1
TIP720: Investing Against The Tide 1:08:21

2M ago1:08:21

1:08:21

On today’s episode, Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton, revealing how he consistently outperformed the market by combining sentiment analysis, in-depth fundamental research, and a flexible yet disciplined portfolio strategy. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:27 - The traits Bolton observed in …

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BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast) 1:03:17

3M ago1:03:17

1:03:17

This episode explores Bitcoin’s emerging role as a global economic force, from its convergence as money to grid integration, payment tech, and strategic policy shifts. Preston and Parker also spotlight Zaprite's innovations for Bitcoin payments and the broader implications of CBDCs and regulatory changes. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro…

1
TIP719: Investing and Life Lessons w/ Mohnish Pabrai 1:18:31

3M ago1:18:31

1:18:31

On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical restaurant and together taste new wonderful dishes in investing and lif…

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TIP718: Buffett & Munger Unscripted by Alex Morris 1:09:40

3M ago1:09:40

1:09:40

In this episode, Clay dives into Buffett and Munger Unscripted by Alex Morris. This book is a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. The episode highlights Warren and Charlie’s most powerful lessons on capital allocation, business quality, temperament, and how to achieve long-term investing s…

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BTC232: Bitcoin Allocation in a Changing Monetary Standard w/ Jim Crider (Bitcoin Podcast) 1:00:00

3M ago1:00:00

1:00:00

This episode explores how Bitcoin investors can build resilient portfolios, respond to economic slowdowns, and make smarter money and time decisions. Expert insights on real estate trends, estate planning, and hedging strategies round out a comprehensive discussion. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:45 - The sustainability of Bitcoin's…

1
Family Matters | William Bickley | Co-Creator 1:41:24

3M ago1:41:24

1:41:24

We've got half of the duo that created Family Matters! Bill comes on the podcast to discuss how Garry Marshall appointed him showrunner of the hit 50's-retro sitcom Happy Days at just 26 years old, what the Fonz and Steve Urkel have in common, the dramatic film performance that led to Darius McCrary's casting as Eddie Winslow, how a predominantly w…

1
TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran 1:28:46

3M ago1:28:46

1:28:46

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, compared to 8.2% for the S&P 500. IN THIS EPISODE YOU’LL LEARN: 00:00 -…

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TIP716: The Power of Customer Obsession: Amazon’s Secret Weapon w/ Kyle Grieve 1:12:11

3M ago1:12:11

1:12:11

On today’s episode, Kyle Grieve explores the DNA of Amazon by tracing Jeff Bezos’s early influences, strategic decisions, and relentless focus on customer experience, revealing how a bold vision and founder-led culture built one of the most dominant businesses in history. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:12 - How Bezos’s childhood bri…

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BTC231: Bitcoin Nation State Adoption Paradox - A Trojan Horse w/ Alex Gladstein (Bitcoin Podcast) 1:06:25

3M ago1:06:25

1:06:25

Alex Gladstein unpacks the hidden power dynamics of financial privilege, the shifting terrain of surveillance, and why Bitcoin might be the most unexpected tool in the fight for human rights IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 08:23 - Why self-custody is essential to the philosophical core of financial freedom 13:12 - How grassroots Bitcoin…

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RWH056: Calm Amid The Storm w/ Christopher Begg 2:08:00

3M ago2:08:00

2:08:00

In this episode, William Green chats with Christopher Begg, an exceptional hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris has also taught for many years at Columbia Business School, where he teaches the prestigious Security Analysis course that Warren Buffett took with Ben Graham in 1951. Here, Chris discusses how to …

1
TIP715: Thinking in Bets by Annie Duke 1:04:10

3M ago1:04:10

1:04:10

In this episode, Clay explores the book Thinking in Bets by Annie Duke, a guide to making better decisions under uncertainty. Drawing from her career as a professional poker player, Annie shares how to separate decision quality from outcomes and avoid the trap of “resulting.” Clay also discusses how our brains are wired for certainty, why embracing…

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BTC230: Bitcoin's Political Shift w/ Brian Estes and Perianne Boring (Bitcoin Podcast) 1:07:04

3M ago1:07:04

1:07:04

Perianne Boring and Brian Estes join the show to break down today’s most pressing crypto issues—from rising tariffs and DOJ coin audits to the White House Digital Asset Summit. They share insights on the evolving market structure, the future of stablecoin legislation, and how Washington is shaping the next phase of digital finance. Plus, a look at …

1
Family Matters | Tim Ryan | Boyd Higgins from S2's "Fast Eddie Winslow" 51:35

3M ago51:35

51:35

We talk with cowboy con hustler Boyd Higgins from the Family Matters Season 2 episode "Fast Eddie Winslow": Tim Ryan! Tim shares the CHILLING story behind the "In Loving Memory" tribute we see in the end credits, working with Jaleel White, playing Hans Gruber in a "Die Hard" musical, & more! ____ ABOUT "THE DELICIOUS RECAP"- Did WE do that?! Jon Fr…

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TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve 1:09:09

3M ago1:09:09

1:09:09

On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03:34 - Why buying an existing busines…

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TIP713: Why Serial Acquirers Outperform w/ Niklas Sävås 1:11:57

3M ago1:11:57

1:11:57

On today’s episode, Clay is joined by Niklas Sävås to discuss the business model of serial acquirers. A serial acquirer is a company that grows primarily by repeatedly acquiring other businesses as a core part of its strategy. Over the past two decades, many serial acquirers have proven to be profitable investments in the stock market including Con…

1
BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish 1:01:32

3M ago1:01:32

1:01:32

Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead. IN THIS EPI…

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TIP712: Advice for My Twenty-Year-Old Self w/ Stig Brodersen 1:16:20

4M ago1:16:20

1:16:20

In today's episode, Stig Brodersen shares 20 pieces of advice with his 20-year-old self. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - Why the limits of your language are the limits of your world 06:35 - Why you need to leave your comfort zone 09:05 - Why you can grow from making yourself vulnerable 21:29 - Why you can have anything but not e…