Eric Schleien

The Intelligent Investing Podcast

Business EN ↓ 100 episodes

Eric Schleien discusses value investing, rational investment analysis, and vital mental models.

Author

Eric Schleien

Category

Business

Latest episode

Aug 18, 2025

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Episodes

#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter Off 11.05.2020

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube   Summary In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times . You can read other articles about Filter Off below: Lockdown Love Does Dating During Quarantine Se...

#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack Bosch 08.05.2020

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   If you'd like to watch this episode on YouTube, click  here .   Coronavirus Investing Series: Part 12 This is Part 12 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/marke...

#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan Svenda 06.05.2020

OTC Stock Manual    If you'd like to purchase Jan Svenda's Manual Of Stock (like an updated online Walker's Manual)...click, here .     You can see samples to Jan's manual, here .   Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio    IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUB...

#98: Microwave Filter Co; David Flood 04.05.2020

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK  HERE .   Summary In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Microwave Filter Co ( MFCO ). You can read more about the com...

#97: David Flood; Koss Corporation (KOSS) 30.04.2020

IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK  HERE .  Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Summary In this episode of The Intelligent Investing Podcast, I sit down with David J Flood to discuss Koss Corporation ( KOSS ). The company is tiny, illiquid, and...

#96: Winston Justice 28.04.2020

If You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click  Here .   Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Summary In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Eli...

#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics 27.04.2020

For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here .   If You’d Like To Watch This Episode On YouTube, Click  Here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Summary In this episode of The Intelligent Investing Podcast, Eric Schleien sits dow...

#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 Tests 23.04.2020

If you'd like to watch this episode on YouTube, click here . Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Coronavirus Investing Series: Part 11 This is Part 11 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market o...

#93: Coronavirus Investing Series, Part 10 | Brian Dress 22.04.2020

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Coronavirus Investing Series: Part 10 This is Part 10 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen t...

#92: Don Chambers; The Proxy Battle at Firsthand Tech Value Fund 15.04.2020

For a review of this situation, please see:  https://savefirsthandtechnology.com/ Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio   Overview In this episode of The Intelligent Investing Podcast, I had the pleasure of chatting with Don Chambers who is an activist currently involved with shaking thin...

#91: Coronavirus Investing Series, Part 9 | Shelly Lombard 09.04.2020

This is Part 9 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4 Part 5 Part 6 Part 7 Part 8 Overview In this episode, I interview Shelly Lombard who spent over 30 years on Wall Street.  Shelly started her career with financing lev...

#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs 01.04.2020

This is Part 8 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4 Part 5 Part 6 Part 7   In this episode of The Intelligent Investing Podcast, I sit down with Jeremy Raper to chat about a potential opportunity in Japanese Mall REIT'...

#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc 30.03.2020

This is Part 7 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4 Part 5 Part 6 You can also listen to a previous episode where we discuss GAN, here. You can also listen to our YouTube clip about GAN, here .   Overview In this episo...

#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold 27.03.2020

This is Part 6 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4 Part 5   In this episode of The Intelligent Investing Podcast, Eric Schleien & Jeremy Raper discuss opportunities in the Gold Sector. Macro View The macro view is tha...

#87: Gregory Zuckerman | The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution 25.03.2020

In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with WSJ Veteran Reporter, Gregory Zuckerman, to discuss his book " The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution "   Editorial Reviews “Leave it to the Wall Street Journal’s Greg Zuckerman to lay open the golden mysteries of quantitative investing. With this fine, humane, and eye-opening bo...

#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb 23.03.2020

This is Part 5 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3 Part 4   OVERVIEW In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss some merger arbitrage and special situation inve...

#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies 21.03.2020

This is Part 4 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. You can also listen to: Part 2 Part 3   Overview After a decade of bankruptcies, shipping investors are fed up. The shipping ETF was shuttered a month ago, and the carnage prompted Morgan Stanley and JP Morgan t...

#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways 20.03.2020

This is Part 3 of a special Coronavirus Investing Series. If you have not listened to Part 1, please  click here  to get the overall context/market overview during this unprecedented time. Part 2 of the series, can be found here .   OVERVIEW In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss Qantas Airways, an airliner who has seen it's stock...

#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER) 18.03.2020

This is Part 2 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time. Overview In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss AerCap (AER), a bombed-out stock during this coronavirus pandemic. AerCap is the world's largest...

#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview 18.03.2020

This is Part 1 of a special Coronavirus Investing Series. Overview In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Jeremy Raper to discuss a general market overview during this coronavirus pandemic. We discuss 3 baskets of places to start looking and researching to find potential investment opportunities. Staying In Touch With Eric Schleien Facebook YouTube Linke...

#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC) 13.03.2020

Show Notes  In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry. Julian is a contributor on Seeking Alpha with over 13,000 followers . Julian runs a stock investment newsletter named Best of Breed which invests in high-quality companies with “moaty” business models, conservative balance sheets, and best in class management teams. You can find out more about the...

#80: Guy Spier 02.03.2020

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Guy Spier who is the founder and investment manager of The Aquamarine Fund. Eric and Guy discuss the philosophy of value investing beyond just looking at a business and how it impacts our day to day living and develops us as a human being.   Resources Think and Grow Rich How to Win Friends and Influence People   The...

#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India 25.02.2020

If you like this podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn   Spotify Podbean iHeart Radio   Summary Eric Schleien sits down with Gobinath Balasubramanian. We discuss Fairfax India and Thomas Cook India.   Other interviews with Gobinath on The Intelligent Investing Podcast: A Take-Under In Russia; A Cheap Mexican Cable Company That Will Make Its Market Cap Back In 5 Ye...

#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien 22.02.2020

Today is one of my favorite Saturday's of the year. Every Saturday for over the past decade now, I have woken up every Saturday morning before the Berkshire Hathaway Letter To Shareholders is released, eagerly excited to take in whatever Warren Buffett has to share with us shareholders. I would imagine many of you do the same! Once again, Warren Buffett has released his letter to shareholders this...

#77: Alex Portelli | prntly.com 10.02.2020

In this episode, Eric Schleien sits down with Alex Portelli to discuss his various entrepreneurial ventures.  Alex is a serial entrepreneur, and has started a diner, an ATM business, a real estate company, and an online news organization. He's now currently working on his next venture. Alex is currently an investor in short term rental properties and is an owner of several successful websites. Ale...

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