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
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
427
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
428
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
429
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
430
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
431
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
432
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
433
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
434
MI162: Is Now the Time To Own Gold? w/ Tavi Costa
Clay Finck chats with Tavi Costa about why he believes that now is the time to have exposure to hard assets like gold, silver, & commodities, what the potential catalysts are for gold and silver, how investors can think about the value of gold, the one leading metric that’s most helpful to see where we're at in gold and commodity cycles, and much more!
42 min
435
REI119: The ONE Thing w/ Jay Papasan
Robert talks with bestselling author Jay Papasan about how to find your one thing, stay focused, avoid being misled by common, but incorrect, time management practices, how to delegate, and much, much more!
56 min
436
MI Rewind: REIT Investing with Matthew Frankel
Robert Leonard sits down with Matthew Frankel to dive into Real Estate Investment Trusts (REITs). Matthew writes about various investing and personal finance topics for The Motley Fool, and is a Certified Financial Planner and Investment Advisor.
34 min
437
MI161: Building a Balanced Portfolio w/ Daniel ...
Clay Finck chats with Daniel Rasmussen about how interning at Bridgewater Associates impacted him as an investor, the four types of economic environments that ultimately drive asset class returns, which asset class performs very well during an inflationary period, why small-cap value stocks are potentially a great way to diversify your portfolio, why Dan prefers to avoid investing in China, and much more!
41 min
438
MI160: Do Stocks Only Go Up? w/ Brian Feroldi
Robert Leonard chats with Brian Feroldi about why personal finance is not widely spread in the US education system today, why stocks have value in the first place, what the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ, why public companies might issue new shares or even buy back their own shares, why the stock market generally goes up over a long time horizon, and much more!
61 min
439
REI118: Life-Changing Conversations & Buying A ...
Robert talks with Elliot Bisnow about how he started his first business in college, why you shouldn’t just keep it real —you should keep it surreal, how he pioneered an entirely new type of business conference, why he went all-in on an investment that he had no idea if it’d work or not, pieces of advice that have changed his life, how you can buy a mountain, and much, much more!
50 min
440
MI Rewind: Investing in Commodities with David ...
Robert Leonard sits down with David Morgan to go through the basics of investing in commodities, particularly precious metals like silver. David is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is also known as the publisher of The Morgan Report.
54 min
441
MI159: The Science of Hitting w/ Alexander Morris
Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!
55 min
442
MI158: Investing for Outsized Performance w/ Je...
Clay Finck chats with Jeremy Deal about how Jeremy finds companies that are positioned to thrive in any market environment, how valuation fits into his investment process, how he develops conviction for his holdings given that the future is unknowable, why his fund only invests in a handful of companies, some of the biggest mistakes he has made and how he learned from them, and much more!
52 min
443
REI117: Warren Buffett Owns REITs, Should You? ...
Robert talks with Brad Thomas all about investing in REITs — what they are, how they work, why Warren Buffett owns them, and much, much more!
51 min
444
MI Rewind: Warren Buffett, Charlie Munger, and ...
Robert Leonard revisits his talk with Adam Mead about his book, “The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece,” why he wrote it, and what principles he learned from the Oracle of Omaha as he and his conglomerate evolved over time.
66 min
445
MI157: Just Keep Buying w/ Nicholas Maggiulli
Robert Leonard chats with Nick Maggiulli about why many people should put more focus on growing their income rather than saving more money to build wealth, how one should go about building additional income streams on the side, how using the 2x spending rule can help you eliminate guilt in making larger purchases, Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down payment, why dollar-cost averaging is better than trying to time the market, why you should reconsider maxing out your 401k if you’re currently doing so, and much more!
55 min
446
MI156: Masterclass on SPACs w/ David Sherman
Clay Finck chats with David Sherman about what SPACs are and how they work, why some companies would prefer to IPO through a SPAC rather than the traditional IPO process, why the incentive structure of the SPAC IPO process is sub-optimal, how pre-merger SPACs offer an interesting risk/return profile, David’s thoughts on the overall current market environment, and much more!
53 min
447
REI116: Managing Contractors, Rehabs, and the B...
Robert talks with Andresa Guidelli about what the BRRRR strategy is, how new investors can use the BRRRR strategy to fund real estate deals with less than 20% down, which items should be fixed during a rehab, how to find contractors, how to protect yourself from contractors, and much, much more!
50 min
448
MI Rewind: Future of the Financial Markets? w/ ...
Robert Leonard revisits his talk with Howard Marks about the future of financing small businesses through the lens of his company, StartEngine, a leading equity crowdfunding platform that allows people to invest in startups and raise capital through crowds.
90 min
449
MI155: Bitcoin’s International Impact & Human R...
Clay Finck chats with Alex Gladstein about the biggest problems that Bitcoin is solving internationally, why many citizens in developed nations are so quick to dismiss Bitcoin, ways in which Bitcoin is a tool of empowerment under authoritarian regimes, what Bitcoin’s shortcomings are from a privacy standpoint, Bitcoin’s overall impact in El Salvador, and much more!
45 min
450
MI154: Pricing Power & Ferrari Stock w/ Arif Karim
Clay Finck chats with Arif Karim about the importance of pricing power for a company operating in an inflationary environment, how an investor can determine whether a company has adequate pricing power or not, why Costco has spectacular pricing power despite its very low margins, the investment case for Ferrari, what an idiosyncratic business is, and much more!
51 min