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!
326
REI144: Industrial Real Estate Investing w/ Chr...
Robert chats with Chris Powers about the ins and outs of class B industrial real estate investing.
56 min
327
MI Rewind: Investing Is Your Superpower w/ Shin...
Robert Leonard talks with Shinobu Hindert about her journey as a financial advisor in the corporate world to branching on her own, why she wrote her new book, Investing is Your Superpower, the relationship between money and women, where she thinks new investors should start with their money journey, and much, much more!
36 min
328
MI228: Investing in Emerging & Frontier Markets...
Rebecca Hotsko chats with Asha Mehta. In this episode, they discuss why investors may want to consider investing in emerging and frontier markets for higher returns, which emerging markets Asha is most bullish on, why inflation has actually been positive for some emerging market’s stock returns, what additional risks investors need to consider before investing in emerging market stocks, which emerging markets are too risky to invest in, how investors should think about the delisting threats of Chinese equities, and so much more!
40 min
329
MI227: Investing in Bitcoin Miners w/ David Kha...
Rebecca Hotsko chats with David Khalif. In this episode, they discuss what bitcoin mining is, how these companies generate their revenue, what to look for in a good bitcoin mining company, how the crypto landscape has changed recently, who are the winners and losers from this, what David thinks is an appropriate crypto allocation for Millennials, how Bitcoin historically has followed a “4 year cycle”, what catalyst David thinks could cause Bitcoin to start rising again, and so much more!
67 min
330
REI143: Warren Buffett-Inspired Real Estate Inv...
Robert chats with Keith Wasserman about Adam Neumann’s new venture, how Warren Buffett and Charlie Munger have inspired his real estate investing, building wealth versus getting rich quick, holding properties for the long-term, compounding, and much more.
36 min
331
MI Rewind: A Rational Approach to Investing w/ ...
Clay Finck chats with Tobias Carlisle about what led him to become a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more!
49 min
332
MI226: Investing in Small Cap Stocks w/ Rayna L...
Rebecca Hotsko chats with Rayna Lesser Hannaway. In this episode, they discuss some of the common misconceptions around investing in small cap companies, the benefits of including small cap companies in your portfolio, Rayna’s investment criteria for finding great small cap companies, how to tell if a company’s growth is sustainable and persistent, how small caps typically perform in high inflationary, low growth environments, why the multiple compression in small caps make them very attractive right now, what are some companies Rayna thinks have great potential right now, what is Rayna’s valuation process for small cap companies, and so much more!
46 min
333
REI142: Real Estate Syndications w/ Dan Handford
Robert chats with Dan Handford about attending real estate conferences, real estate syndications, taxes, 1031 exchanges, asset allocation, the current market environment, and more.
49 min
334
MI Rewind: Investing Like Warren Buffett w/ Jak...
Clay Finck chats with Jake Taylor how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, how Jake is positioning his portfolio in these expensive market conditions, why Berkshire Hathaway’s recent under-performance shouldn’t concern investors at all, why many growth companies are trading at valuations that are likely not sustainable, what Jake wishes he could go back and tell his 20 year old self, and much, much more!
60 min
335
MI225: Studying Superinvestors w/ David Rubenstein
Rebecca Hotsko chats with billionaire investor and entrepreneur David Rubenstien. In this episode, they discuss how David started Carlyle Group and grew it to be one of the largest private equity firms in the world, which markets he thinks are most attractive to invest in right now, why he thinks crypto and technology stocks are two good contrarian bets, his greatest learnings from studying other superinvestors, what he thinks it takes to become a great investor, what mistakes retail investors make when trying to copy superinvestors’ strategies, and so much more!
41 min
336
MI224: How to Work and Live with Purpose w/ Mat...
Rebecca Hotsko chats with Matt Spielman. In this episode, they discuss Matt’s “Game Plan System”, how to use this framework to set and achieve goals, Matt’s strategy on how to “win each day”, how to decide if a goal no longer serves you, his top tips for Millennials on how to feel more fulfilled in their work and career, when it might make sense to follow your passion, how to avoid the feeling of burnout, how to re-engage with your work when you begin to feel disconnected at your job, and so much more!
44 min
337
REI141: Multifamily Investing w/ Sterling White
Robert brings back Sterling White to discuss all things multifamily investing in this week’s episode.
31 min
338
MI Rewind: Contrarian Thinking w/ Codie Sanchez
Robert Leonard chats with Codie Sanchez about where her curiosity for becoming a contrarian come from, why rental properties might be a dumb idea, her favorite ways of building cash flow with no money, and much, much more!
29 min
339
MI223: Using Alternative Data for Alpha w/ Mike...
Rebecca Hotsko chats with Mike Chen. In this episode, they discuss what alternative data is, the different types of alternative data, how hedge funds, quantitative funds and some of the world’s largest asset managers, like Blackrock, use alternative data to inform their investment decisions and achieve alpha, what sectors alternative data be applied to the most, what implications this has for retail investors, why Mike thinks sustainability and biotech are two major investment trends investors should pay attention to, what are the best ways to get exposure to these trends, why investors should care about sustainability for improved returns, and so much more!
43 min
340
MI222: How to Invest Like Warren Buffett w/ Rob...
Rebecca Hotsko chats with Robert Hagstrom. In this episode, they discuss how to invest like Warren Buffet, the key factors that made him so successful, what criteria Buffett uses to value businesses, why Robert believes growth stocks are the most mispriced part of the market right now, his thoughts on “old tech” vs “new tech” stocks, what financial metrics Robert uses to inform his valuation process, and so much more!
56 min
341
REI140: Data Behind the Real Estate Market w/ D...
Robert takes a deep dive into the data behind the real estate market with David Meyer.
43 min
342
MI Rewind: Young Investors Getting Started w/ K...
Robert Leonard chats with Kelly Lannan about what Fidelity is and what the company does, what the four ways are that young investors are learning about finances, what she is finding as the main reasons why people haven’t started focusing on their money yet, and much, much more!
53 min
343
MI221: High Returns from Low Risk Investing w/ ...
Rebecca Hotsko chats with Pim van Vliet. In this episode, Pim explains what factor investing is, why factor investing works, what the best way to get exposure to factors are in your portfolio, why some factors have performed poorly over recent years, what factors he thinks are most relevant going forward, what a low volatility investing strategy is, how investors can use this strategy to get high returns by taking less risk, and so much more!
51 min
344
MI220: Tax-advantaged Investing w/ Brian Martucci
Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss how to invest in the most tax advantaged way, what are the different types of tax advantaged accounts and how to decide which to contribute to each year, which types of securities you should hold in each account, how to determine if you should buy life insurance, how to use life insurance as an investment and when you should consider this, what kind of returns you can expect from using life insurance as an investment, and so much more!
45 min
345
REI139: Current Market Environment, Deal Struct...
Robert chats with Brandon Blum about the current market environment, why real estate deal structures are so important, books that have had a big impact on Brandon’s life, and his overall real estate journey.
50 min
346
MI219: Factor Investing 101 (Mini-Episode)
Rebecca Hotsko discusses factor investing and how investors can use this strategy to achieve higher risk adjusted returns over the long run.
18 min
347
MI Rewind: The Soulful Art of Persuasion w/ Jas...
Robert Leonard chats with Jason Harris about what it means to be an “influencer,” the four principles for being a master influencer, how personal character is more important than facts and arguments when it comes to persuasion, all the ways empathy plays into business, and much, much more!
43 min
348
MI218: Rules Based Investing w/ Michael Gayed
Rebecca Hotsko chats with Michael Gayed. In this episode, they discuss the benefits of investing in ETFs versus stock picking, why not all ETFs are created equal and what you should look for when comparing different ETFs, how to invest using a “risk-on, risk-off” framework to improve your returns, what investments perform well during highly volatile environments, why the utility sector can be used as a leading indicator of future stock market volatility, and so much more!
44 min
349
MI217: Tech Stock Investing Outside of the FAAN...
Clay Finck brings back Adam Seessel onto the podcast to chat about tech companies outside of the FAANG, such as Adobe, Airbnb, DraftKings, Fanduel, Redfin, and others.
49 min
350
REI138: Breaking into Multifamily Investing w/ ...
Robert brings back Jeffrey Donis from the Donis brothers to talk about how they’ve gone from high-volume wholesalers to multifamily syndicators.
37 min