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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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
402
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
403
MI185: Maximizing Your Money w/ Callie Cox
Clay Finck chats with Callie Cox about the current market environment, how millennials view cryptocurrencies versus older generations, how you can better position yourself financially during an inflationary environment, how community and comradery play into investing for retail investors, Callie’s top tips for navigating today’s real estate market, the advantages that millennials have in saving for retirement over older generations, and a whole lot more!
53 min
404
MI184: Studying Billionaires & Portfolio Alloca...
Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes does he invests in, how he became the host of TIP’s flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target and Costco, how being an investor has made Trey a better businessman, and much more!
50 min
405
REI127: Lease Options, Wholesaling, and Rich Da...
Robert talks with Nick Lamagna about lease options, Rich Dad Poor Dad, wholesaling, creative financing, and much, much more!
53 min
406
MI183: The Bull Case for Bitcoin (Mini-Episode)
Clay Finck chats about the current macro environment, how Bitcoin potentially plays into that, what Bitcoin adoption has looked like over time, what makes Bitcoin valuable, why Bitcoin is so volatile, and a whole lot more!
23 min
407
MI Rewind: Building a Business on Amazon w/ Ste...
Robert Leonard chats with Stephen Somers about how to build a successful online business. After quitting his soul-crushing job, he found a mentor and business partner and went on to generate millions of dollars in revenue via online marketplaces. Stephen is now a serial entrepreneur, CEO, and co-founder of Marketplace Superheroes, an 8-figure online education and services business that teaches people how to start and grow an online business selling simple branded products globally on Amazon.
47 min
408
MI182: Private Equity Investing w/ Sachin Khajuria
Clay Finck chats with Sachin Khajuria about all things private equity. From what it is, why everyday investors should care about it, how private equity has been able to produce outsized returns, Sachin’s outlook on the space over the next decade, and a whole lot more!
40 min
409
MI181: A Great Monetary Reset w/ Matthew Piepen...
Clay Finck chats with Matthew Piepenburg about why a “forest fire” is needed so badly in our economy today, how the United States today ties back to France back in the 18th century, the role gold plays in a portfolio, why now is the time to allocate to gold, how Matthew thinks about gold’s valuation, and much more!
45 min
410
REI126: Three Self-Storage Facilities by 24 w/ ...
Robert brings back Connor Gross to talk all about investing in self-storage facilities as a young, and new, real estate investor.
54 min
411
MI180: How to Value Stocks (Mini-Episode)
Clay Finck walks through the basics of stock valuation using a discounted cash flow model and internal rate of return calculator. Clay also walks through calculating the expected return on Google’s stock, how to use the TIP Finance tool to calculate the IRR, how discount rates affect the valuation of stocks, and other methods to determine if a stock is potentially undervalued.
20 min
412
MI Rewind: Take Control of Your Financial Futur...
Robert Leonard chats with Brennan Schlagbaum about the state of financial education and how to take control of your financial future. Brennan is a Certified Public Accountant, Investment Coach, and Author of Investing 101: Everything the Investor Needs to Know.
43 min
413
MI179: Emerging Trends & I Savings Bonds Yieldi...
Clay Finck chats with Joseph Hogue about how he contructs his own stock portfolio, what sectors tend to perform well during a financial crisis, what long-term emerging trends Joseph is bullish on, what the driver of profitability will be in the digital wallet space, how you can get a near risk-free 9% return on your money today, where investors can find some level of safety in today’s market environment, and much more!
34 min
414
MI178: Wealth Building Hacks w/ Jeremy Schneider
Clay Finck chats with Jeremy Schneider about how he deals with the recent stock market volatility, why he doesn’t try to time the market, what his investment portfolio allocation looks like today, how investors should think about bonds, who does and doesn’t need life insurance, money hacks he recommends so you can access cash in your retirement accounts early, and much more!
44 min
415
REI125: Off-Market & Capital Raising Deep Dive ...
Robert brings back Axel Ragnarsson to talk all about investing out of state, raising capital for your deals, how to find off-market properties, and much more!
61 min
416
MI177: Should You Invest In Individual Stocks? ...
Clay Finck covers his top tips for those interested in buying individual stocks, what we can learn from Bill Miller’s and other superinvestors’ experiences investing in individual stocks, why many great investors are looking for asymmetric opportunities in the market, how we can benefit from the mood swings of Mr. Market, what the efficient market hypothesis is, and much more!
20 min
417
MI Rewind: Cash Uncomplicated: Wealth Building ...
Robert Leonard chats with Aaron Nannini about ways to wisely manage your money and the importance of having a proper mindset for wealth-building.
46 min
418
MI176: A Masterclass on Bitcoin Self-Custody w/...
Clay Finck chats with Tyler Campbell about why self-custody is so critical and powerful for those that own Bitcoin, the role counterparty risk plays for Bitcoin holders, the differences between a hot and cold wallet, all of the terminology you need to know when securing your own keys, some best practices when it comes to securing your bitcoin on a hardware wallet, what Unchained Capital offers with their multisig solution, why Tyler prefers owning actual Bitcoin rather than a Bitcoin proxy like MicroStrategy or the Grayscale fund, and much more!
52 min
419
MI175: Living a Meaningful Life w/ Ryan Vaughn
Clay Finck chats with Ryan Vaughn about what it was like building his marketing company from the ground up, when he knew it was time to step away from his business, how Ryan views purpose and how should it be used in living a meaningful life, why he’s a big believer in meditation, what his daily morning routine looks like, what it means to be an effective leader, and much more!
48 min
420
REI124: Jumping Right into CRE w/ Robert Rivani
Robert talks with Robert Rivani about how he built his self-funded, single-owner commercial real estate company, Black Lion.
35 min
421
MI174: Why It's So Hard To Beat The Market (Min...
Clay Finck covers why it is harder to beat the market than most people believe, why most people should invest most of their money in low-cost index funds, and why you should be mindful of the fees investment managers charge. Even if you enjoy picking stocks and investing in other asset classes, this episode is a must listen so you can better understand why investing in low-cost index funds is so powerful and very difficult to beat.
15 min
422
MI Rewind: Warren Buffett’s #3 & Charlie Munger...
Robert Leonard chats with Dr. Robert Cialdini to discuss his book, Influence, New and Expanded: The Psychology of Persuasion. Dr. Cialdini is a New York Times Best Selling Author of Influence and Pre-Suasion.
56 min
423
MI173: Alphabet Stock Deep Dive w/ Rihard Jarc
Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more!
41 min
424
MI172: Zero to IPO & Cofounding Okta w/ Freder...
Clay Finck chats with Frederic Kerrest about how he built Okta to be a multi-billion dollar company, how Okta was able to bounce back from a 70% revenue miss back in 2011, how Okta has been able to compete with big tech behemoths like Microsoft, his three rules for life, how he and his company is able to filter out the stock price to focus on the business, and much more!
38 min
425
REI123: Leverage Is The Way to Scale w/ Alan Corey
Robert brings back Alan Corey to talk about a new credit card that helps fund the down payment for a house, what the Buy, Borrow, Die strategy is and how the rich use it, Atlanta’s new short-term rental laws, how and why you might want to leverage your equity to buy more real estate, and much, much more!
60 min