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!
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MI200: Focus on the Fundamentals w/ David Trainer
Clay Finck chats with David Trainer about the fundamentals of investing that hold true for all stock investors. They also cover economic earnings and why they matter, what to look for in executive compensation, a case study between two stocks: Carmax and Carvana, what zombie companies are and what their effects are on the broader economy, why David is bearish on Tesla’s stock price, and a whole lot more!
46 min
402
MI199: Cloning Warren Buffett and Charlie Munge...
Clay Finck chats with Chris Franco about the lessons he has learned from studying Warren Buffett and Charlie Munger. They discuss how he thinks about constructing a portfolio, what makes a company a bad business, how Warren Buffett’s definition of risk differs from academia, what makes Costco such a great business, how Warren Buffett and Charlie Munger’s investment strategies differ, and so much more!
59 min
403
REI132: Buying Real Estate with $0 Down and 0% ...
Robert chats with Pace Morby in part 2 of this two-part series all about creative financing, seller financing, and sub-to.
53 min
404
MI198: The Blueprint to Financial Freedom (Mini...
Clay Finck talks about financial freedom and ways in which you can achieve it, on today's episode.
19 min
405
MI Rewind: Deep Dive into Stock Exchanges and N...
Robert Leonard talks with Kevin Kennedy about the impact of technology, fiscal and monetary policy, options trading and exchanges, crypto currency, and the rise of retail investors, on the growth of the stock market, and much more!
59 min
406
MI197: Stock Market Bubbles & Crashes w/ Scott ...
Clay Finck chats with Scott Nations about previous stock market crashes and all of the biases that investors have that lead them to lose money and achieve poor returns. They also cover how to think about risk in your portfolio, Scott's biggest lessons studying stock market crashes, how we can act rationally during a financial crisis, how to invest in today’s crazy market, and so much more!
48 min
407
MI196: Value Investing in the Digital Age w/ Ad...
Clay Finck chats with Adam Seessel about investing in tech companies from a value investing perspective, the #1 thing Adam looks for in a quality company, why he likes Apple, Microsoft, Amazon, and Google’s stock, but avoids Netflix and Facebook, why you can’t consider the GAAP financial statements at face value when analyzing tech companies, how Adam considers a fair price to pay for his value picks, and so much more!
53 min
408
REI131: Buying Real Estate with $0 Down and 0% ...
Robert chats with Pace Morby in part 1 of this two-part series all about creative financing, seller financing, and sub-to.
61 min
409
MI195: Overcoming These 5 Investor Biases (Mini...
Clay Finck chats about five investor biases that Scott Nations outlines in his new book, The Anxious Investor.
14 min
410
MI Rewind: Side Hustling and Stock Investing w/...
Robert Leonard chats with Ryan Scribner how to build a successful online business, which started as a side hustle for him but is now his full-time hustle. We also talk about affiliate marketing and where to begin if you’re starting from scratch. Ryan is a successful lifestyle entrepreneur and YouTuber, focusing on stock investing, personal finance, and building streams of passive income.
45 min
411
MI194: Top Takeaways From the First Half of 2022
Clay Finck pulls together his top takeaways and his favorite audio clips from his interviews during the first half of 2022.
74 min
412
MI193: Risk Management Techniques & Studying Wa...
Clay Finck chats with Max Rudolph about risk management, the current market environment, how Warren Buffett influenced him as an investor over the past 30 years, why he invested in Chevron, and so much more!
53 min
413
REI130: Investing in Frothy Markets w/ Eric Barvin
Robert talks with Eric Barvin about investing in expensive, frothy markets, how to find hidden value in real estate, current market conditions, and much, much more.
49 min
414
MI192: Richer, Wiser, Happier Book Review (Mini...
Clay Finck chats about William Green’s book - Richer, Wiser, Happier - and shares his biggest lessons from the book.
21 min
415
MI Rewind: Building a Stock Investing Education...
Robert Leonard chats with Austin Bouley about how to build a side hustle and/or business on social media, how to build systems and processes in your side hustles, how to deal with stock market crashes, four hobbies everyone should have, and much, much more!
48 min
416
MI191: Credit Unions, Credit Scores, & Housing ...
Clay Finck chats with David Tuyo II about the real estate market, the emerging trends within credit unions, the adoption of Bitcoin and cryptocurrencies within credit unions and local banks, and so much more!
47 min
417
MI190: Central Banking 101 w/ Joseph Wang
Clay Finck chats with Joseph Wang about all things related to Central Banking and the Federal Reserve. They cover what the Federal Reserve is, the role it plays in the overall economy, the Fed’s dual mandate, whether liquidation events are a buying opportunity or not for long-term investors, and so much more!
49 min
418
REI129: Multifamily and Opportunity Zones w/ Ba...
Robert talks with Barrett Linburg all about investing in multifamily real estate and opportunity zone investing.
55 min
419
MI189: Portfolio Allocation & Ray Dalio's All W...
Clay Finck talks about how Ray Dalio’s thesis on the long-term debt cycle has influenced his decision-making around building a balanced portfolio.
16 min
420
MI Rewind: Traditional Stock Market Investing I...
Robert Leonard chats with Braden Dennis about the differences between the Canadian stock market and the US stock market, how to invest internationally, what the CAPE ratio is and why it’s important, and much, much more.
39 min
421
MI188: Q3 2022 Macro Market Overview w/ Joe Brown
Clay Finck chats with Joe Brown about the current macro environment, what a strong dollar means for the global economy, why Joe believes there’s potentially a commodity supercycle in the works, how gold reacts to the Fed’s monetary policy, why he includes gold miners and gold royalties in his portfolio, and a whole lot more!
41 min
422
MI187: Thriving in an Inflationary Environment ...
Clay Finck chats with Derrick Kinney about weathering through inflationary times, how you can cut expenses without cutting into your joy, ways in which you can increase your income, how Derrick views the current market and the emerging trends he is watching, why he takes an annual sabbatical, and much more!
54 min
423
REI128: Buying Shares in Houses w/ Ryan Frazier...
Robert talks with Ryan Frazier and Cameron Wu about their new model of real estate investing — house IPOs and buying shares in individual houses through single-family rentals.
55 min
424
MI186: Ray Dalio's Long-Term Debt Cycle (Mini-E...
Clay Finck chats about Ray Dalio’s thesis on the long-term debt cycle, why it’s important, and how investors can protect themselves during this macroeconomic environment.
14 min
425
MI Rewind: Escaping Wall Street w/ Jose Hernand...
Robert Leonard chats with Jose Hernandez and Alan Angeloni about their journey into entrepreneurship, becoming social media gurus, building a successful financial education platform, and ultimately escaping Wall Street.
76 min