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!
276
MI Rewind: Bitcoin, Long-Term Debt Cycles, & On...
Clay chats with Dylan LeClair about Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, what the Federal Reserve’s playbook is likely to be in the current market environment, why Dylan believes Bitcoin is a better solution for base money than gold, why we haven’t seen more public companies adopting Bitcoin as of late, what Bitcoin on-chain analysis is and why it even matters, Dylan’s thoughts on the potential for a Bitcoin ETF, and much more!
48 min
277
MI278: How to Become a Successful Online Creato...
Robert chats w/ Varun Balsara to discuss the creator economy's size, online careers, leveraging Chat GPT, & much much more!
45 min
278
REI189: The Power of Compounding w/ Aleksey Ch...
Patrick chats with Aleksey Chernobelskiy about his transition from the corporate real estate world to going out on his own as an investor and advisor.
58 min
279
MI Rewind: Peter Lynch & GARP Investing w/ Robe...
Clay chats with Robert Reynolds about who Peter Lynch is and how he invests, the advantages individual retail investors can have over Wall Street, why active investors might be in a good position to outperform passive investors over the coming years, how Robert thinks about portfolio concentration, why Facebook and Google are potentially compelling stock picks, and much more!
49 min
280
MI277: Blue-Collar Cash w/ Ken Rusk
Robert interviews Ken Rusk on the blue-collar crisis, job shortages, misconceptions, and tips for fulfilling careers.
45 min
281
REI188: Wealth Without Cash w/ Pace Morby
Patrick chats with Pace Morby to discuss his new book, "Wealth Without Cash", how to overcome common seller objections and create win-win scenarios, and much more.
59 min
282
MI Rewind: Studying Superinvestors, Investing C...
Clay chats with Tom Botica about what investors should keep in mind during a market correction, what it means to invest with a margin of safety, why investing checklists can be useful for value investors, the case for individual stock pickers outperforming the market indices, what Seritage Growth Properties does and why it’s potentially a compelling investment, why Seritage is trading at what appears to be well below it’s liquidation value, and much more!
48 min
283
MI276: Finding 100 Bagger Stocks w/ Chris Mayer
Robert and Chris Mayer discuss finding 100-bagger stocks, including key factors, strategies, metrics, valuation, & management teams.
39 min
284
REI187: Building a Family Legacy w/ William Rojas
Patrick chats with William Rojas about what he learned on and off the football field at USC, how he transitioned from his W-2 position to launch his company, TRG Investments, and more!
66 min
285
MI Rewind: Developing Irrational Self-Belief an...
Clay chats with Evan Carmichael about what led him to starting his YouTube channel which now has over 3.3 million subscribers, what Evan’s life mission is, the most common themes Evan has found in the successful people he has studied, what his typical day looks like as an entrepreneur, how he thinks about investing as a business owner and operator, and much more!
46 min
286
MI275: Thiel Fellowship & Startup Investing w/...
Robert chats with Michael Gibson about the Thiel Fellowship, what it is and how it came to be, some of the most successful companies to come out of it, his firm 1517, startup investing, Luminar, and more!
53 min
287
REI186: The Power of Zigging While Others Zag w...
Patrick sits down with sports agent turned real estate investor, The Duke of Dirt about what he learned growing up as the son of a highly successful football coach, the commonalities of successful real estate investors, and more!
57 min
288
MI Rewind: Building a Business from Scratch & B...
Clay chats with Jesse Mecham about what led him to start his business in 2004 while he was still in college, when Jesse knew if was time to quit his full-time accounting career to go all in on his business, what is and what is not a budget, whether budgets are for everyone or not, why it’s important to look at an investor’s overall financial situation when assessing their strategy, and much more!
43 min
289
MI274: Investing in Emerging Markets w/ Perth T...
Robert & Perth Tolle explore Freedom metrics' impact on emerging market returns, the trends & challenges shaping these markets in the near future, & more!
41 min
290
REI185: 90 Days to Your First Investment w/Ashl...
Patrick chats with Ashley Kehr about her new book, “Real Estate Rookie: 90 Days to Your First Investment.”
78 min
291
MI Rewind: Short Selling and Uncovering Corpora...
Clay chats with Edwin Dorsey about what short selling is, why short selling is a necessary part of a well functioning free market, what to be mindful of when shorting a company, the biggest red flags he looks for in performing his research, what Edwin uncovered when researching Roblox, AgEagle Aerial, and Embark Technology, why Edwin is bullish on Twitter, and much more!
47 min
292
MI273: The Incredible Story of PayPal w/ Jimmy ...
Rebecca interviews Jimmy Soni about his book "The Founders," which delves into the story of Paypal and the influential entrepreneurs who helped shape Silicon Valley. The original Paypal team is famously referred to as the "Paypal mafia".
49 min
293
REI184: Beauty in Broken Things w/ John Marsh
Patrick chats with John Marsh about his incredible journey of transformation both of himself and of his community of Opelika, Alabama, and how he went on to renovate 300 properties and be part of starting 60 businesses.
70 min
294
MI Rewind: Investing in the Metaverse and Techn...
Clay chats with Beth Kindig about how she approaches investing in the metaverse, how large the metaverse market could become over the coming years, the companies and technology trends that Beth and her team at the I/O fund are most excited about, some key lessons to keep in mind when investing in growth companies, what Beth looks for in trends and companies to invest in, how to think about the role of the Federal Reserve as a tech investor, why Beth is very bullish on Bitcoin, and much more!
53 min
295
MI272: The Crisis Isn’t Over: The Case for Defl...
Rebecca chats with Jeff Snider about the global economy and markets, including the highly inverted 3m10yr yield curve and its implications for future market expectations & more!
47 min
296
REI183: Underpromise and Overdeliver w/ Mariss...
Patrick chats with Marissa Solis about her incredible real estate career and what it was like growing up in a family of successful entrepreneurs in Mexico.
60 min
297
MI Rewind: Good Money Revolution w/ Derrick Kinney
Clay chats with Derrick Kinney about what led Derrick to selling his financial planning business to start Good Money Framework, the underutilized tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors, why he believes that money is not bad and good people should have more of it, the actionable methods anyone can use to start increasing their income, and much more!
53 min
298
MI271: The Long Term Debt Cycle & De-Dollarizat...
Rebecca and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!
51 min
299
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
300
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