The Intrinsic Value Podcast - The Investor’s Podcast Network

Patrick talks with Bobby Fijan about apartment floorplans and his career as a real estate developer. Bobby has been involved in real estate startup companies his entire career. In 2011, he started Cross Properties with three other partners in the basement of a seminary. In 2021, Bobby founded Form Analytics which is a data technology company that optimizes apartment floorplans. IN THIS EPISODE, YO...

Clay Finck chats with Jason Moser all about Amazon, its history, biggest risks and opportunities, Jason's overall investment process, his biggest investment mistakes over the years, and much, much more! Jason Moser is the lead advisor for two investing services at The Motley Fool focused on opportunities in the digital economy and immersive technology. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro...

Rebecca Hotsko chats with Jerry Fetta, the Founder and CEO of Wealth DynamX. They talk about how to “become your own bank” and build wealth like the top 1%, his thoughts on how the sacred account differs from traditional forms of saving/investing/borrowing, his investment strategy for 2023, and where he sees the most opportunities, and much, much more! IN THIS EPISODE, YOU’LL LEARN:   00:00 - Intr...

Patrick Donley talks with James Nelson who is a Principal and Head of Avison Young’s Tri-State Investment Sales group. They talk about his newly released book, The Insider’s Edge to Real Estate Investing, his story on how he became involved with the Fraternity of Excellence and men’s success coaching, and so much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:28 - What inspired James to wri...

Rebecca chats with David Hay. Together, they engage in conversation regarding David's market outlook for 2023, the reasons behind his belief in an earnings recession, and various other topics. David Hay is a longtime investment advisor, where he is currently the Chief Investment Officer at Evergreen Capital. He is also a financial author and recently wrote the book titled: Bubble 3.0: History’s Bi...

Patrick Donley talks with Jeff Higgins about building a self-managed portfolio, managing remote rentals, and his learnings from being a men’s success coach. Jeff is a real estate investor with a portfolio of 87 units — 57 in Massachusetts and 30 in Florida. He self-manages his properties and is also a licensed broker in both states. He also works as a men’s success coach for the Fraternity of Exce...

Kevin Siskar talks about venture capital investing, the types of companies emerging in the venture capital space, how you can shift yourself to have a growth mindset, and more! Kevin Siskar is the Vice President of Portfolio & Selection at 43North, where he has built a portfolio of over 150 early-stage technology startup companies. IN THIS EPISODE, YOU’LL LEARN:   00:00 - Intro 02:01 - What types...

Rebecca Hotsko chats with Colin Slabach, who is a professor at NYU, Faculty lead for Masters in Financial Planning program. They talk about what behavioral finance is, his thoughts on the major anomalies that persist in markets, his views about the top behavioral biases investors make and so much more!   IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:08 - What behavioral finance is and how it dif...

Patrick Donley talks with Sean O’Dowd about why he thinks there is a better way to build wealth through starting a business and using the profits to buy real estate investments.  Sean graduated from the University of Pennsylvania’s Wharton School and worked at Boston Consulting Group. He left behind this traditional path to success to take a bet on himself and built a one-man consulting shop and d...

Rebecca Hotsko chats with Lucas White, the portfolio manager at GMO for The Resources and Climate Change Strategies and a partner of the firm. They talk about his outlook for the energy sector, why he thinks energy is still very cheap and undervalued, his views on clean tech companies, and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:19 - His outlook for the energy sector and the main dri...

Patrick Donley talks with Ben Miller about how his company, Fundrise, is using technology to build a better financial system for the individual investor. Ben Miller is Co-Founder and CEO of Fundrise. Since launching America’s first online real estate investment platform in 2012, Fundrise has now become the largest direct-to-investor alternatives investment manager with more than 385,000 active inv...

Ryan Reeves does a deep dive on Tesla with Clay Finck. They talk about Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, the future of the automotive industry, and much, much more! Ryan has been investing since the age of 12, and is now Founder and CEO of Investing City, an independent equity research platform. IN THIS EPISODE, YOU’LL LEARN:...

Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the thre...

Patrick Donley talks with Sean Sweeney about his real estate journey from working as a receptionist in San Francisco to becoming a general partner of Hall Sweeney. His company has done seven ground-up new construction projects in Minneapolis with a total value of over $100 million. Prior to forming Hall Sweeney, Sean worked in acquisitions at Timberland Partners, where he was responsible for openi...

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more!  Dave Alison, CFP®...

Patrick Donley talks with Jerry Chu about his company Lofty, democratizing real estate investing, tokenized real estate, and much more! Jerry is the founder and CEO at Lofty. Prior to founding Lofty in 2018, Jerry worked as a quantitative risk management analyst at Barclays in the treasury risk department. He received a B.S. in Mathematics/Economics from the University of Southern California and a...

Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, whether the surge in retail demand is here to stay or not, ETFs, options, and much, much more! Seamus is a senior index options analyst with Nasdaq. He's focused on building and managing Nasdaq's index options product suite, including Nasdaq-100 index options. Carlos is a senior manage...

Rebecca Hotsko chats with Braden Dennis. In this episode, they discuss Braden’s investment process looks like for finding great stocks, his 6-question framework for finding “high-quality businesses” to invest in, how to determine if a company’s high ROIC is sustainable or not, Braden’s analysis and deep dive into Constellation Software and Shopify, why the P/E ratio is not the right multiple to va...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 03:53 - The importance of having an investment philosophy and how to figure out what your investment philosophy is.  The difference between having an investment philosophy and strategy.  03:53 - An example of what a growth investor’s investment philosophy may be, such as the famous growth investor Peter Lynch.  08:22 - Why Aswath believes it’s better to...

Patrick Donley talks with Matt Whitermore all about RV park investing, his journey into real estate with a triplex house hack, his transition from the corporate world to real estate entrepreneur, his use of technology in the acquisition process, his experience in multi-family investing, and much more!  Matt lives in upstate New York and is a consultant and investor in campgrounds and RV parks. His...

IN THIS EPISODE, YOU’LL LEARN: What Simon’s take is on the Reddit and Wall Street Bet’s movement. What exactly is happening in China with the crackdown on tech companies? What is happening with shortages in the semiconductor industry and why is it important? What the space economy is and what types of companies are involved. What Affirm does and why they are well-positioned as a business. And much...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.  02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.  12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?  12:15 - The composition of his portfolio, includi...

Rebecca chats with Mark Boyer and Jason Jacobi. They discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, time-tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downt...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:43 - What the most impactful book on Casey’s real estate career has been. 03:48 - Why he loves option strategies. 20:06 - What’s the best real estate conference to attend? 28:24 - Lessons from a $1 million self-storage mistake. 33:04 - How to use self-directed IRAs and Solo 401(k) retirement plans. 42:06 - What advice he would give to a smart, driven...

IN THIS EPISODE, YOU’LL LEARN: 06:33 - What DuContra Ventures does. 19:18 - What impact investing is and why it’s important. 25:42 - What DuContra looks for in companies wanting to raise capital. 26:54 - What questions you should ask financial advisers if you’re looking to align your personal values and financial goals. 33:32 - What Adrian considers a success when partnering with and investing in...