The Intrinsic Value Podcast - The Inv...
Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.
Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey!
226
REI182: Escaping His 9 to 5 w/ Raleigh Williams
Patrick chats with Raleigh Williams about how he left a lucrative job as an M&A lawyer to launch an entertainment group focused on investing in escape rooms.
66 min
227
MI Rewind: Studying Financial History w/ Ken Wi...
Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more!
63 min
228
MI270: How to Improve a 100% Stock Portfolio U...
Rebecca chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!
48 min
229
REI181: 400 Flips, Midwest Multi-Family, and Me...
Patrick chats with Jonathan Barr about how he renovated 400 homes in Los Angeles with his family business and why mental health advocacy is important to him.
62 min
230
MI Rewind: Buying Winners Through Momentum Inve...
Clay chats with Wes Gray about whether just owning the S&P 500 gives investors enough international exposure or not, what momentum investing is and why it works, how retail investors can utilize a momentum strategy, why a stock’s price going up can improve the actual fundamentals of a company, and much more!
52 min
231
MI269: How to Spot Turning Points in the Market...
Rebecca talks to Milton Berg about his shift from fundamental to technical analysis, his critiques of value investing, his use of market indicators to identify turning points, and much, much more!
48 min
232
REI180: The Intersection of Education and Real ...
Patrick sits down with Kevin Clark to talk about how he broke into Commercial Real Estate at the age of 30 after getting a Master’s in Real Estate Finance at NYU.
88 min
233
MI Rewind: How to Beat Inflation w/ Joe Brown
Clay chats with Joe Brown about what inflation is, and why it exists in our modern day economy, who the ‘winners’ and ‘losers’ are in an inflationary system, what the primary driver is of the high inflation we’ve seen over the past year, how investors can best protect themselves against inflation, whether stocks are a good inflation hedge or not, unintended consequences of price controls in an economy, and much more!
54 min
234
MI268: From Startup Executive to Angel Investor...
Rebecca interviews Jason Kirby about his experience with start-ups, the challenges he faced and overcame, the changing landscape of the industry, and more!
44 min
235
REI179: Resilience and Triumph w/ AJ Osborne
Patrick sits down with AJ Osborne to learn about his incredible triumph over a debilitating disease which left him paralyzed and how his self-storage investments allowed him to provide for his family.
64 min
236
MI Rewind: Discovering Value Investments w/ Vit...
Clay chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
41 min
237
MI267: Investing In Chip Companies: Deep Dive ...
Rebecca invites Nicholas Rossolillo. Together, they discuss the semiconductor industry, including growth industries for chip demand, and much more!
45 min
238
REI178: A Masterclass in Canadian Real Estate ...
Patrick sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast to discuss how they got their start in real estate.
46 min
239
MI Rewind: The Bull Case for Uranium w/ Justin ...
Clay chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
53 min
240
MI266: Banks on the Run: Insights into the Bank...
Rebecca talks with Joseph Wang about the ongoing banking crisis, covering the causes of the failures of Silicon Valley Bank and Credit Suisse and much more!
49 min
241
REI177: Building Wealth One Deal at a Time w/ ...
Patrick sits down with Nick Hill and Dan Foch where they turn the tables and interview Patrick on how he got started in his real estate investing career.
58 min
242
MI Rewind: Bitcoin is for Millennials w/ Presto...
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, what the incentives are for continued Bitcoin adoption, how Bitcoin’s price will perform if we see another deflationary shock in the markets, the metrics Preston looks at to test his Bitcoin thesis, the potential risks that Preston sees in Bitcoin, and much much more!
64 min
243
MI265: How to Be a Successful Investor Without ...
Rebecca Hotsko and Larry Swedroe talks about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more!
60 min
244
REI176: Lessons from a Serial Entrepreneur w/ ...
Patrick sits down with Levi Benkert to talk about his incredible journey in life and real estate. They dove into some of his many business ventures, moving to Ethiopia and his current role investing in Texas industrial properties as CEO of Harbor Capital.
65 min
245
MI Rewind: Why Deflation is Key to an Abundant ...
Clay Finck chats with Jeff Booth about inflation and deflation, why inflation isn’t necessarily ‘good’ for a healthy and thriving economy, why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop, why Jeff believes that Bitcoin is positioned to perform well over the long-term, and much much more!
43 min
246
REI175: An Insider’s Guide to Airbnb w/ Taylor...
Patrick sits down with Taylor Jones to get an inside look at the best strategies to use for success with Airbnb rentals.
63 min
247
MI264: How to Pick Stocks Using Earnings Estima...
Rebecca and Sam Burns discuss Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more!
51 min
248
REI174: Mastering Mindset for Real Estate Succ...
Patrick sits down with John Plumstead to talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. You will also learn about John’s first real estate investments, what books he would use to teach a class on RE, why running an ice cream store was invaluable, and why his company decided to focus on self storage after initial success as single-family investors.
64 min
249
MI Rewind: Retiring at 35 w/ Steve Adcock
Clay chats with Steve Adcock about how Steve retired at age 35 after living a somewhat luxurious lifestyle in his 20s, the pros and the cons of early retirement, the creative ways Steve and his wife limit their expenses by living off the grid, what Steve’s thoughts are on the follow your passion versus earn more money debate, and much much more!
44 min
250
REI173: The Power of Cost Segregation w/ Yonah...
Patrick sits down with Yonah Weiss to do a deep dive on how cost segregation works and how it can generate significant tax savings for real estate investors. They also touched on how he transitioned from education to real estate in his 30’s, how his first fix and flips went, what he means when he says your network is your net worth, and how education and giving back will always be an important part of his life.
57 min