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!
426
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
427
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
428
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
429
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
430
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
431
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
432
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
433
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
434
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
435
MI171: The Psychology of Money Book Review (Min...
On today’s episode, Clay Finck provides his biggest takeaways from reading The Psychology of Money by Morgan Housel, the story of how Jesse Livermore built a fortune trading stocks, only to eventually lose it all, why it’s better to study broad trends and patterns rather than specific individuals, Warren Buffett’s secret weapon to becoming one of the richest people on the planet, how Morgan Housel thinks about and handles his own finances, and much more!
25 min
436
MI Rewind: Mastering Your Money w/ Douglas Bone...
Robert Leonard sits down with Douglas Boneparth to talk all about millennial’s personal finances, from investing in the stock market to paying off student loans. We also talk about getting clear on your financial goals, a tactical process on how to get your finances in order, and much, much more!
34 min
437
MI170: The Millionaire Fastlane w/ MJ DeMarco
Clay Finck chats with MJ DeMarco about why he chose entrepreneurship as his path to building wealth, his journey in building a successful business, how he knew it was time to sell what he built, why following your passion is bad advice when starting a business, what MJ’s definition of wealth is, ways in which entrepreneurs can validate their business ideas, and much more!
44 min
438
MI169: Berkshire Hathaway Annual Shareholder's ...
Robert Leonard and Clay Finck sit down to play a number of clips from the 2022 Berkshire Hathaway Annual Shareholder’s Meeting. During this episode, we discuss Berkshire Hathaway’s financial results, stocks and businesses they’ve bought in the most recent quarter, how Buffett’s investment style differs from our own, inflation, investing in China, Bitcoin, and much more!
60 min
439
REI122: Airbnb Investing Deep Dive w/ Travis Za...
Robert brings back Travis Zappia to chat all about investing in Airbnb properties and the short-term rental investing strategy.
49 min
440
MI168: How to Build Wealth (Mini-Episode)
Clay Finck breaks down his simple formula for building lasting wealth, the big three expenses you should look out for to increase your cash flow, the two appreciating assets that Clay prefers to invest in, the criteria Clay uses to help determine if he should make an investment or not, and much more!
16 min
441
MI Rewind: From Pro Athlete to Certified Financ...
Robert Leonard sits down with former NFL player Jedidiah Collins, to talk about his journey into becoming a personal finance expert and entrepreneur. Jed Collins was a fullback for the New Orleans Saints of the National Football League. Since then, he has gone on to become a Certified Financial Planner, author, and Founder of Rookie to Veteran.
58 min
442
MI167: The Bogle Effect w/ Eric Balchunas
Clay Finck chats with Eric Balchunas about what an ETF is and why it’s a popular investment tool among retail investors, how Vangaurd was originally created after Bogle was ousted out of his own company, why Vanguard’s business model was so successful at attracting new investors, Eric’s thoughts on a potential index fund bubble, how Vanguard is disrupting the financial services industry, Eric’s thoughts around the effects of a Bitcoin ETF in the future, and much more!
55 min
443
MI166: Bitcoin Conference Recap w/ Blue Collar ...
Clay Finck chats with Dan and Josh from the Blue Collar Bitcoin Podcast. They cover their general thoughts on the Bitcoin Conference held in Miami, their takeaways from The Billionaire Capital Allocators discussion at the conference, how Samson Mow is playing such a huge role in the Bitcoin space, what Cathie Wood, Michael Saylor, and Peter Thiel spoke about at the conference, how Jack Mallers is disrupting the payments industry, how the Lightning Network actually works, and much more!
78 min
444
REI121: Leveraging STRs and Traditional Rentals...
Robert talks with Mark Horton II about combining short-term rental investing with long-term rental investing, all while being a real estate agent.
53 min
445
MI Rewind: How to Talk About Money w/ Erin Lowry
Robert Leonard revisits his talk with Erin Lowry about her newest book— Broke Millennial Talks Money: Scripts, Stories and Advice to Navigate Awkward Financial Conversations. Robert and Erin spoke in detail on different situations where you can use money scripts used in the book to navigate awkward conversations that you may experience about finance in your day-to-day life.
63 min
446
MI165: Is FAANG the New Value? w/ John Huber
Clay Finck chats with John Huber about the edge retail investors can have to beat the market, how watching sports has helped John become a better investors, what to look for in a company to determine it if has a strong moat and competitive advantage, John’s thought’s on portfolio allocation and selling winners, the three factors that go into a stock’s overall return, what led John to recently making Amazon his biggest position in his portfolio, and much more!
56 min
447
MI164: What is Money? w/ Jim Crider
Clay Finck chats with Jim Crider about what money really is, the attributes of good money, why an unstable form of money causes issues in an economy, why gold was chosen as money by the free market for centuries, the history of money in the United States, why Bitcoin has value, Jim’s thoughts on diversification, and much more!
65 min
448
REI120: Tax Strategies for Real Estate Investor...
Robert talks with tax-expert Amanda Han about which tax deductions real estate investors often miss, how combining house hacking with tax deductions is a double-bonus, why you need to be proactive with your taxes, what is the CPAs job versus what is your job, what tax mistakes real estate investors make, how to write-off your travel, kids, and possibly even your girlfriend or boyfriend, and much, much more!
43 min
449
MI Rewind: Could This Time Truly Be Different? ...
Robert Leonard chats with Raoul Pal to discuss the macro environment, NFTs, crypto, and bitcoin. Raoul Pal is a co-founder of Real Vision, has run a successful global macro hedge fund, co-managed Goldman Sachs’ hedge fund sales business in Equities and Equity Derivatives in Europe, and helped design the BBC TV program Million Dollar Traders, training participants in investment and risk management strategy.
57 min
450
MI163: Macro Market Overview w/ Darius Dale
Clay Finck chats with Darius Dale about the impact the Russian invasion of Ukraine has on financial markets, why the market expects inflation to come down in the near term, what a “Fed Put” is, what the drivers of continued inflation will be going forward, what an inverted yield curve ultimately signals to the market, what is the one asset class that investors should consider allocating to given the current macro environment, and much more!
40 min