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!
201
MI Rewind: Short Selling and Uncovering Corpora...
Clay chats with Edwin Dorsey about what short selling is, why short selling is a necessary part of a well functioning free market, what to be mindful of when shorting a company, the biggest red flags he looks for in performing his research, what Edwin uncovered when researching Roblox, AgEagle Aerial, and Embark Technology, why Edwin is bullish on Twitter, and much more!
47 min
202
MI273: The Incredible Story of PayPal w/ Jimmy ...
Rebecca interviews Jimmy Soni about his book "The Founders," which delves into the story of Paypal and the influential entrepreneurs who helped shape Silicon Valley. The original Paypal team is famously referred to as the "Paypal mafia".
49 min
203
REI184: Beauty in Broken Things w/ John Marsh
Patrick chats with John Marsh about his incredible journey of transformation both of himself and of his community of Opelika, Alabama, and how he went on to renovate 300 properties and be part of starting 60 businesses.
70 min
204
MI Rewind: Investing in the Metaverse and Techn...
Clay chats with Beth Kindig about how she approaches investing in the metaverse, how large the metaverse market could become over the coming years, the companies and technology trends that Beth and her team at the I/O fund are most excited about, some key lessons to keep in mind when investing in growth companies, what Beth looks for in trends and companies to invest in, how to think about the role of the Federal Reserve as a tech investor, why Beth is very bullish on Bitcoin, and much more!
53 min
205
MI272: The Crisis Isn’t Over: The Case for Defl...
Rebecca chats with Jeff Snider about the global economy and markets, including the highly inverted 3m10yr yield curve and its implications for future market expectations & more!
47 min
206
REI183: Underpromise and Overdeliver w/ Mariss...
Patrick chats with Marissa Solis about her incredible real estate career and what it was like growing up in a family of successful entrepreneurs in Mexico.
60 min
207
MI Rewind: Good Money Revolution w/ Derrick Kinney
Clay chats with Derrick Kinney about what led Derrick to selling his financial planning business to start Good Money Framework, the underutilized tool that Derrick found that businesses can use to drastically differentiate themselves from their competitors, why he believes that money is not bad and good people should have more of it, the actionable methods anyone can use to start increasing their income, and much more!
53 min
208
MI271: The Long Term Debt Cycle & De-Dollarizat...
Rebecca and Alfonso Peccatiello discuss the current market outlook, including the driving force behind the market rally, its sustainability, Alfonso’s prediction of a 0% rate cut by the Fed in 2024, and a whole lot more!
51 min
209
REI182: Escaping His 9 to 5 w/ Raleigh Williams
Patrick chats with Raleigh Williams about how he left a lucrative job as an M&A lawyer to launch an entertainment group focused on investing in escape rooms.
66 min
210
MI Rewind: Studying Financial History w/ Ken Wi...
Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more!
63 min
211
MI270: How to Improve a 100% Stock Portfolio U...
Rebecca chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more!
48 min
212
REI181: 400 Flips, Midwest Multi-Family, and Me...
Patrick chats with Jonathan Barr about how he renovated 400 homes in Los Angeles with his family business and why mental health advocacy is important to him.
62 min
213
MI Rewind: Buying Winners Through Momentum Inve...
Clay chats with Wes Gray about whether just owning the S&P 500 gives investors enough international exposure or not, what momentum investing is and why it works, how retail investors can utilize a momentum strategy, why a stock’s price going up can improve the actual fundamentals of a company, and much more!
52 min
214
MI269: How to Spot Turning Points in the Market...
Rebecca talks to Milton Berg about his shift from fundamental to technical analysis, his critiques of value investing, his use of market indicators to identify turning points, and much, much more!
48 min
215
REI180: The Intersection of Education and Real ...
Patrick sits down with Kevin Clark to talk about how he broke into Commercial Real Estate at the age of 30 after getting a Master’s in Real Estate Finance at NYU.
88 min
216
MI Rewind: How to Beat Inflation w/ Joe Brown
Clay chats with Joe Brown about what inflation is, and why it exists in our modern day economy, who the ‘winners’ and ‘losers’ are in an inflationary system, what the primary driver is of the high inflation we’ve seen over the past year, how investors can best protect themselves against inflation, whether stocks are a good inflation hedge or not, unintended consequences of price controls in an economy, and much more!
54 min
217
MI268: From Startup Executive to Angel Investor...
Rebecca interviews Jason Kirby about his experience with start-ups, the challenges he faced and overcame, the changing landscape of the industry, and more!
44 min
218
REI179: Resilience and Triumph w/ AJ Osborne
Patrick sits down with AJ Osborne to learn about his incredible triumph over a debilitating disease which left him paralyzed and how his self-storage investments allowed him to provide for his family.
64 min
219
MI Rewind: Discovering Value Investments w/ Vit...
Clay chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!
41 min
220
MI267: Investing In Chip Companies: Deep Dive ...
Rebecca invites Nicholas Rossolillo. Together, they discuss the semiconductor industry, including growth industries for chip demand, and much more!
45 min
221
REI178: A Masterclass in Canadian Real Estate ...
Patrick sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast to discuss how they got their start in real estate.
46 min
222
MI Rewind: The Bull Case for Uranium w/ Justin ...
Clay chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector, how cyclicality plays into the uranium market, why the nuclear energy sector is positioned to grow over time as a source of green energy, the role that the Sprott Uranium Trust plays into the overall market for uranium, the tell tale signs Justin is looking for to sell his uranium positions, and much much more!
53 min
223
MI266: Banks on the Run: Insights into the Bank...
Rebecca talks with Joseph Wang about the ongoing banking crisis, covering the causes of the failures of Silicon Valley Bank and Credit Suisse and much more!
49 min
224
REI177: Building Wealth One Deal at a Time w/ ...
Patrick sits down with Nick Hill and Dan Foch where they turn the tables and interview Patrick on how he got started in his real estate investing career.
58 min
225
MI Rewind: Bitcoin is for Millennials w/ Presto...
Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, what the incentives are for continued Bitcoin adoption, how Bitcoin’s price will perform if we see another deflationary shock in the markets, the metrics Preston looks at to test his Bitcoin thesis, the potential risks that Preston sees in Bitcoin, and much much more!
64 min