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!
501
MI132: Weathering Inflation with Commodities w/...
Clay Finck chats with Tony Greer about the current market landscape, how Tony is positioning himself going into 2022, what Tony expects for inflation over the coming year, what commodities Tony expects to perform well in an inflationary environment, the five classes of hard assets that Tony considers as inflation hedges, and much much more!
40 min
502
REI104: Investing With None of Your Own Money w...
Robert talks with Mel and Dave Dupuis about how to overcome tragedy, whether or not you can time the real estate market, how to find hidden cash cows, what OPM is and how to use it, what a 97% tenant is, and much, much more!
58 min
503
MI Rewind: COVID-19 and Growth Investing with S...
Simon Erickson and Robert Leonard discuss how COVID-19 is impacting the stock market, his investing principles, how he picks a stock, and which stocks are on his watchlist. Simon is the Founder and CEO of 7Investing, and was previously lead advisor at The Motley Fool.
59 min
504
MI131: Richer, Wiser, Happier w/ William Green
Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, what it takes to know if you’re ready to buy individual stocks and try to outperform the market, why investing in mudanity is often a very good investing approach, Bill Miller’s incredible story during the financial crisis, and much, much more!
76 min
505
MI130: Are Emerging Markets Undervalued? w/ Jam...
Clay Finck chats with James Fletcher about ESG investing, emerging markets, why emerging markets might outperform the US markets over the coming years, James’ investment process, the role of cash in a portfolio, what the Young Investors Society is doing to provide financial literacy education, and much, much more!
50 min
506
REI103: The Truth About Airbnb Investing w/ Tra...
Robert talks with Travis Zappia about what investing in short-term rentals is, the pros and cons of this strategy, how someone gets started, how to pick markets, how to analyze a deal, how to screen tenants, how to finance these properties, and much, much more!
62 min
507
MI Rewind: Investing In Commodities w/ David Mo...
Robert Leonard revisits his talk with David Morgan about the basics of investing in commodities, particularly precious metals like silver.
54 min
508
MI129: Long-Term Investing w/ Connor O'Brien
Clay Finck chats with Connor O’Brien about what it’s like working with Kevin O’Leary, also known as, Mr. Wonderful, what crowdfunding is and how anyone can invest in Connor’s own business, what the advantages are of fundraising through crowdfunding, the trends Connor is seeing in the FinTech space, what a sensible asset allocation looks like for younger investors, and much, much more!
49 min
509
MI128: Why Buy Bitcoin w/ Andy Edstrom
Clay Finck chats with Andy Edstrom about why Bitcoin should be considered as a part of an investment portfolio, how Andy thinks about valuing Bitcoin as an investment, how investors can potentially keep themselves from ‘buying the top’ in Bitcoin, the 14 characteristics of money and how Bitcoin stacks up against gold and fiat currency, some of the common misconceptions around Bitcoin, and much, much more!
88 min
510
REI102: Don't Lose All Your Money & Truth About...
Robert talks with Brian T. Bradley about what asset protection is and why it matters, when a new real estate investor should start considering asset protection, whether new real estate investors need an LLC or not to start investing, how to setup an LLC, the most common and dangerous misconceptions around LLCs, and much, much more!
67 min
511
MI Rewind: Common Sense Investing w/ Ben Felix
Robert Leonard revisits his chat with Ben Felix to discuss some common sense investing ideas, his thoughts on diversification, and the 5% rule. Ben Felix is the host of Common Sense Investing, a YouTube channel that discusses financial decision making. He is also a Portfolio Manager at PWL Capital Inc.
57 min
512
MI127: Life as a Podcast Host, Investing in Fin...
Clay Finck chats with Robert Leonard about how Robert became a podcast host, the lessons he has learned working for Preston Pysh and Stig Brodersen over the years, why Robert is bullish on the FinTech space, the real estate deals Robert currently holds, what levels of returns he gets on his long-distance deals, how Robert got a real estate property for 0% money down, how he views risk in real estate investing relative to stock investing, and much, much more!
56 min
513
MI126: A Rational Approach to Investing w/ Tobi...
Clay Finck chats with Tobias Carlisle about what led him to becoming a value investor, what mean reversion is and how it relates to his overall investment strategy, how inflation impacts his investment process, what the shiller PE is and why it’s something to be mindful of, what his thoughts are on determining an appropriate discount rate, and much, much more!
48 min
514
REI101: Become A Better Reader To Improve Your ...
Robert talks with Alex Wieckowksi, also known as Alex and Books, all about exactly that, books! They talk about why and how to quit reading books, how you can find more time to read, how to read any book in one week, why speedreading is bad, how to find great books to read, and much, much more!
65 min
515
MI Rewind: Alternative Asset Investing in Farml...
Robert Leonard revisits his chat with Artem Milinchuk about investing in an alternative asset class that likely isn’t top of mind for most people: farmland.
36 min
516
MI125: Investing Like Warren Buffett w/ Jake Ta...
Clay Finck chats with Jake Taylor about how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, how Jake is positioning his portfolio in these expensive market conditions, why Berkshire Hathaway’s recent underperformance shouldn’t concern investors at all, why many growth companies are trading at valuations that are likely not sustainable, what Jake wishes he could go back and tell his 20 year old self, and much, much more!
59 min
517
MI124: Is Amazon a Value Stock? w/ Jason Moser
Clay Finck chats with Jason Moser about his overall investment process, his biggest investment mistakes over the years, Amazon’s largest revenue generators, why Amazon has been such a successful business over the past 20+ years, whether Jason believes there is much runway for the stock going forward, Amazon’s biggest risks, and much, much more!
46 min
518
REI100: Section 8 & BRRRR Investing w/ Brandon ...
Robert talks with Brandon Elliot all about Section 8 real estate investing, BRRRR investing, how credit works, and much, much more!
38 min
519
MI Rewind: Entry Level Analyst to CEO & Financi...
Robert Leonard revisits his interview with Scott Trench. Scott is currently the CEO of BiggerPockets.com, Co-Host of the BiggerPockets Money podcast, a bestselling author, and a real estate investor. His story is not only entertaining and educational, but it is also inspiring. As a millennial himself, Scott has reached various admirable levels of success and he looks to help others do the same.
28 min
520
MI123: Venture Capital Investing w/ Kevin Siskar
Clay Finck chats with Kevin Siskar about venture capital investing, the types of companies emerging in the venture capital space, how studying human behavior can help you as an investor, the differences between working at a large corporation vs a smaller company, how you can shift yourself to have a growth mindset, how luck has played into the companies Kevin has worked with, and much, much more!
47 min
521
MI122: Tesla Deep Dive w/ Ryan Reeves
Clay Finck chats with Ryan Reeves about Ryan’s overall investment strategy, how he thinks about the valuation of stocks, portfolio allocation, inflation, Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, Elon Musk’s role in the company’s success, the future of the automotive industry, potential risks for investors in Tesla, and much, much more!
52 min
522
REI099: How I Got Into Real Estate & Long-Dista...
Robert teaches all about long-distance real estate investing by walking through his experience.
36 min
523
MI Rewind: Why Warren Buffett Might Be Wrong wi...
Robert Leonard revisits his talk with Matthew Piepenburg, a repeat guest, to talk about the macro environment, current market trends, and risks and opportunities ahead for investors.
77 min
524
MI121: The Democratization of Finance w/ Seamus...
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, what ETFs are and why we’ve seen an increased interest in them, the benefits of utilizing options in your portfolio, what market benchmarks investors are using, whether the surge in retail demand is here to stay or not, and much, much more!
47 min
525
REI098: You Can Buy Real Estate from Colleges w...
Robert talks with Michael Stohler about how to get into hotel investing with no or very little experience, how Airbnb and VRBO play into Michael’s strategy on hotels, how COVID made an impact on his business in the short-term, and how he expects it to continue to play out over the long-term, and much, much more!
37 min