The Intrinsic Value Podcast - The Investor’s Podcast Network

Patrick Donley sits down with John Marsh to talk about his incredible journey of transformation both of himself and of his community of Opelika, Alabama. They dive into how John rebuilt his life and his community, how he worked his way out of over $1 million in debt, how he went on to renovate 300 properties and be part of starting 60 businesses, why he likes to focus on “irreplaceable real estate...

Clay Finck and Beth Kindig talk all about investing in the Metaverse, some key lessons to keep in mind when investing in growth companies, and more. Beth is the lead tech analyst for the I/O Fund, which had audited returns of 1700% in just two years and beat Cathie Wood’s Ark Innovation ETF in 2020. Her experience comes from a decade of analyzing tech come companies, tech products, and startups re...

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff is the host of the Eurodollar University Channel and Chief Strategist at Atlas Financial.  IN THIS EPISODE, YOU’LL LEAR...

Patrick Donley sits down with Marissa Solis to talk about her incredible real estate career. They discuss what it was like growing up in a family of successful entrepreneurs in Mexico, what it was like moving to the U.S. at 19, how she got started in real estate and moved on to building a thriving flipping business, how she handled the 2008 Great Financial Crisis, and what her plans are for her co...

Clay chats with Derrick Kinney about what led Derrick to selling his financial planning business to start Good Money Framework. Derrick’s mission is to change the way people feel about money. He sold his multimillion dollar business to start teaching others what has helped him become successful building his own financial planning company as CEO of Good Money Framework and hosted the popular or Goo...

Rebecca Hotsko 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! Alfonso Peccatiello is former Head of a $20 billion Investment Portfolio and now is the Founder and author of The Macro Compass, which is an investment strategy firm that p...

Patrick Donley sits down with Raleigh Williams to chat about how he left a lucrative job as an M&A lawyer to launch an entertainment group focused on investing in escape rooms. They also discuss what it was like leaving a six-figure salary, how his family reacted, and what some of the obstacles were as he bought and developed the escape rooms. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:10 - W...

Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist. IN THIS EPISODE, YOU’LL LEARN:   00:00 - Intro 06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment. 14:34 - Ken’s approach to constructing a portf...

Rebecca Hotsko chats with Corey Hoffstein, and together they discuss the concept of return stacking, its mechanics, leverage determination, fund selection, and a whole lot more! Corey Hoffstein is the co-founder and Chief Investment Officer at Newfound Research, which is a quantitative investment and research firm managing strategies that implement Return Stacking concepts.  IN THIS EPISODE, YOU’L...

Patrick Donley sits down with Jonathan Barr to talk about how he renovated 400 homes in Los Angeles with his family business, how he 1031’ed some duplexes he owned into investing in Midwest multi-family, how he’s managing his properties remotely, why he is a big fan of interest only loans and cost segregation studies, what his “Why?” is, and why mental health advocacy is important to him. IN THIS...

Clay Finck chats with Wes Gray all about momentum investing, how retail investors can utilize a momentum strategy, and much more! Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:06 - How Wes looks at the world of investing differently with his academic background. 06:48...

Rebecca Hotsko 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!  Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978 and began his career as a Commodities Analyst and Tr...

Patrick Donley 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. They get into what it takes to survive and succeed in the first year at a CRE brokerage, how to think about cap rates and the factors that influence them, and why he feels real estate isn’t an inflation edge. IN THIS EPISODE, YOU’...

Clay Finck and Joe Brown discuss inflation, the primary drivers of high inflation, how investors can best protect themselves, and more. Joe is the founder of Heresy Financial and is extremely knowledgeable when it comes to inflation. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:45 - What inflation is, and why it exists in our modern day economy. 29:43 - How investors can best protect themselves...

Rebecca Hotsko interviews Jason Kirby about his experience with start-ups, the challenges he faced and overcame, and the changing landscape of the industry. They also discuss current trends and opportunities in the field, and much more! Jason Kirby is the Cofounder & CEO of Thunder.vc, a tech-enabled investment bank democratizing access to capital for venture backable startups. He also has vast ex...

Patrick Donley 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. We go into what his first self storage investment looked like and how he was able to scale his company without taking on outside capital. AJ also explains why self storage offers the best oppo...

Clay Finck chats with Vitaliy Katsenelson about what Vitaliy looks for in the companies he invests in, how he thinks about the discount rate in his valuation process, and more. Vitaliy is the CEO of Investment Management Associates and is the author of the Little Book of Sideways Markets. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:03 - How Covid-19 has changed the game of value investing. 18:...

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future. Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip St...

Patrick Donley 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, how their partnership developed, what’s happening in the Canadian real estate markets, what they see unfolding in the coming years and how to profit, and why it’s important to understand where we are in the debt and market cycles. IN THIS EPISODE,...

Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:46 - An overview of the uranium market and what market forces have an influence on price. 11:10 - Ways in which a retail investor can take a position in the uranium sector. 15:15 - The role that the Sprott Physical Uranium Trust plays in the ov...

Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics. Joseph is the CIO at Monetary Macro, and previously a senior trader on the Fed's trading desk.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro. 02:50 - An update on t...

Patrick Donley sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast where they interview Patrick on how he got started in his real estate investing career, his real estate investing strategies, the pros and cons of running a fix and flip business, why he is transitioning from residential to commercial RE, and what he’s learned being the co-host of The Real Estate 10...

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, and much much more! Preston is a leading voice in the Bitcoin space, and has been a guest on the number of Bitcoin focused podcasts. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 20:45 - Ho...

Rebecca brings back Larry Swedroe. Together they talk about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more! Larry Swedroe is head of the financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. L...

Patrick Donley sits down with Levi Benkert, who is the CEO of Harbor Capital. Levi shares his incredible journey in life and real estate, they also dove into some of his many business ventures, his experience moving to Ethiopia and starting a non-profit along with several other businesses. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:14 - Why Levi may be the most interesting man on RE Twitter....