The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:   02:52 - Louis’s current assessment of the global economy and financial markets.  06:15 - Why Louis thinks the current price of the S&P has not fully priced in the risks of a recession.  07:52 - Is now the time to buy the dip or remain more defensive? 07:52 - How to approach investing in a bear market, and what investments Louis sees as the most promising sectors.  ...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:28 - About the state of the current real estate market. 01:37 - Neal’s fourplex development business model. 03:11 - Why Neal is not currently buying any deals. 17:44 - How to underwrite deals. 19:12 - How to approach real estate investing right now. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform dif...

IN THIS EPISODE, YOU’LL LEARN: 02:42 - What behavioral finance is and why behavioral finance has a big impact on one’s success as an investor. 06:22 - Daniel’s most important money lessons and why investors need to get them right. 11:03 - Whether money can buy happiness or not. 23:44 - Daniel’s framework on whether you should pick individual stocks in your portfolio, or just invest in low-cost ind...

IN THIS EPISODE, YOU’LL LEARN: 02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method.  09:42 - How to protect your portfolios against periods of rising interest rates and recessions.  37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way. 37:28 - How to allocate your investments in the most tax optimal way.  41:27 - What a m...

IN THIS EPISODE, YOU’LL LEARN: 02:52 - What is a stock and why do stocks have value?  04:40 - The main factors that increase a company’s value over time.  05:48 - What causes stock prices to move up and down and why this sometimes has nothing to do with company value. 07:51 - How share repurchases and dividends impact a company’s stock price and company value.  11:26 - Why the P/E can look inflate...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:54 - How Andrew started investing. 22:18 - Why he invests in single-family houses. 32:14 - What a proptech company is. 40:37 - How technology is changing the real estate industry. 48:20 - How his business model works. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Jo...

IN THIS EPISODE, YOU’LL LEARN: 26:49 - How someone can get their very first customer, who isn’t a friend or family member. 31:24 - Why most businesses and people’s marketing plans fail. 32:45 - Why copying best practices from your competition almost guarantees your marketing will go unnoticed. 35:51 - The breakdown of the idea of the DAD or D-A-D framework. 45:40 - If Mike was able to go back to b...

IN THIS EPISODE, YOU’LL LEARN:   01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.  01:30 - What unconventional monetary policy is and why central banks use these tools.  09:26 - What is quantitative easing (QE) and how it works.  14:41 - How the use of QE leads to artificially inflated asset prices.  19:30 - How does the Fed’s q...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:54 - How Brian paid his way through college. 05:18 - How to choose the right projects (mountain) to work on. 12:36 - What the Vivid Vision is and why it’s so powerful. 22:04 - The three levels of freedom. 27:08 - How to allocate capital to achieve FIRE. 36:17 - All about co-living as the landlord. And much, much more! *Disclaimer: Slight timestamp di...

IN THIS EPISODE, YOU’LL LEARN:   08:47 - Why having a great product is not enough in today’s world and why relying on this is a losing strategy. 24:35 - What the first steps are to getting a new business off the ground. 32:04 - How to focus on one thing as an entrepreneur and how to determine what that one thing should be. 52:15 - What it means to “build in public” and why Andrew has chosen to go...

IN THIS EPISODE, YOU’LL LEARN:   03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point?  05:57 - Why the Fed’s use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors to Bubble 3.0. 09:09 - What the difference is between QE and Modern Monetary Theory.  14:47 - What the “Fed Put” is, does...

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels.  31:35 - Why the Buffett Ind...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:19 - What co-living is and how to invest using the strategy. 25:11 - What the rent-by-the-room real estate investing strategy is. 26:37 - Why offer weekly payments to tenants instead of monthly. 28:18 - How this proptech company makes money. 37:39 - Handling evictions in a rent-by-the-room strategy. 42:24 - Reporting tenant credit scores. And much, m...

IN THIS EPISODE, YOU’LL LEARN: 03:13 - What a Roth IRA is and the contribution limits it has. 15:38 - What an endowment fund is, who David Swensen is, and what an endowment model is. 32:19 - Why chasing or copying money managers isn't a great strategy and why this typically doesn’t end well for investors. 52:38 - What the potential pitfalls and dangers are of investing in high-dividend-yielding st...

IN THIS EPISODE, YOU’LL LEARN:   05:21 - What are the most important factors to building wealth?  05:21 - How much of your income should you be saving?  10:36 - Why Jerry prefers investments that generate passive income versus capital appreciation.  13:36 - Should Millennials pay off their debt before investing?  16:27 - What type of policy, agent and life insurance company Jerry recommends.  26:2...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:49 - What makes for a good real estate operator? 14:56 - What class B industrial is. 23:23 - Why class B industrial is a good asset class and opportunity. 33:28 - How the class B industrial model works. 36:52 - What Chris thinks of current market conditions. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast pla...

IN THIS EPISODE, YOU’LL LEARN: 03:50 - What made Shinobu want to branch out on her own despite doing so well in the corporate world as a financial advisor? 05:51 - What made Shinobu want to write another book about money and what guided her to make it different than the rest? 08:09 - How Shinobu has been seeing the relationship between money and women change over the last few years and how she exp...

IN THIS EPISODE, YOU’LL LEARN: 02:01 - Why you might want to invest in emerging and frontier markets.  04:50 - What a frontier market is and why does a country’s classification matter for stock returns?  07:50 - What are the factors expected to drive emerging markets growth going forward? 10:13 - What sub sectors will benefit most from greater adoption of technology in emerging and frontier econom...

IN THIS EPISODE, YOU’LL LEARN:   03:52 - What is bitcoin mining, and how these companies generate their revenue. 08:06 - How China’s ban of crypto miners impacted the industry.  28:46 - How the increased focus on the environmental impact of mining has impacted Bitcoin and miner’s competitiveness and profitability.  37:25 - What David thinks is an appropriate crypto allocation for Millennials. 47:3...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:36 - About Adam Neumann’s new venture. 07:51 - How Buffett and Munger inspire Keith. 09:54 - Mindset around building wealth vs. getting rich quick. 19:21 - Why you should hold properties for the long-term. 23:39 - Today’s market conditions vs. 2008. 33:33 - How to invest in expensive markets. And much, much more! *Disclaimer: Slight timestamp discrep...

IN THIS EPISODE, YOU’LL LEARN: 02:00 - How Tobias ended up becoming a value investor. 07:43 - What investors had a big impact on Tobias’s own development. 32:20 - How inflation impacts his overall thought process for stock investing. 44:03 - Tobias’s thoughts on an appropriate discount rate, and what discount rate Warren Buffett might be using in his valuation process. And much, much more! *Discla...

IN THIS EPISODE, YOU’LL LEARN: 03:55 - Rayna debunks some of the myths on investing in small cap stocks.  05:24 - What are some common mistakes investors make when investing in small cap companies? 08:28 - The benefits of including small cap companies in your portfolio.  09:19 - Rayna's investment criteria for finding great small and mid cap companies.  21:04 - How to determine if a company’s grow...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:46 - Why you might want to consider attending conferences. 06:36 - Why networking is important. 09:11 - What a real estate syndication is. 12:05 - How syndication investments impact your taxes. 19:56 - What a 1031 exchange is. 31:10 - How to think about asset allocation. 44:58 - The current market environment. And much, much more! *Disclaimer: Slight...

IN THIS EPISODE, YOU’LL LEARN: 00:37 - How encountering Warren Buffett changed Jake’s life. 09:36 - Jake’s motivation for writing The Rebel Allocator. 27:19 - How Jake is positioning his portfolio in these expensive market conditions. 29:42 - Why Berkshire Hathaway’s recent under-performance shouldn’t concern investors at all. 44:42 - What Jake wishes he could go back and tell his 20 year old self...

IN THIS EPISODE, YOU’LL LEARN: 02:41 - How David started Carlyle Group and grew it to be one of the world’s largest private equity firms.  06:51 - What markets and sectors David thinks are most attractive to invest in right now.  18:05 - David’s greatest learnings from studying other superinvestors’ strategies.  18:05 - What do the world’s most successful investors have in common? 40:00 - What Dav...