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
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
427
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
428
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
429
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
430
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
431
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
432
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
433
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
434
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
435
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
436
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
437
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
438
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
439
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
440
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
441
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
442
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
443
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
444
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
445
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
446
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
447
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
448
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
449
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
450
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