The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:   04:57 - Matt’s top tips for Millennials who are thinking about a career change.  07:46 - How to decide when it makes sense to follow your passion.  10:41 - How to use Matt’s “Game Plan System” as a framework to set and achieve your goals.  24:03 - What strategy Matt uses to coach his clients on how to “win each day”.  44:24 - How to avoid the feeling of burnout whe...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:27 - How to transition from smaller deals to large multifamily. 07:31 - How to move from your main market to additional markets. 08:52 - How to find deals in a new market. 17:34 - What criteria to set for potential deals. 19:31 - How to raise capital. 23:13 - About the current market environment. And much, much more! *Disclaimer: Slight timestamp dis...

IN THIS EPISODE, YOU’LL LEARN: 05:44 - Why Codie thinks the saying "Money can't buy you happiness" is wrong. 15:14 - The importance of books in contrarian thinking. 19:44 - Why rental properties might be a dumb idea according to Codie. 23:41 - How Codie financed a laundromat deal that went viral on Twitter because it had a net of $67,000 when it only needed $100,000 to close. 36:16 - What the quot...

IN THIS EPISODE, YOU’LL LEARN: 02:36 - What is alternative data and how is it used to inform investment decisions? 04:18 - How some of the world’s largest investment managers are using alternative data to inform their investment decisions and generate alpha.  09:56 - Which sectors benefit the most by using alternative data as part of the investment process? 11:22 - What are the main ways alternati...

IN THIS EPISODE, YOU’LL LEARN: 04:55 - Robert’s biggest learnings from studying Warren Buffett over the years.  23:55 - How to value businesses using Warren Buffett’s method.  26:31 - What are some of Warren Buffett’s biggest investment mistakes were and what we can learn from them.  38:52 - Why Robert believes growth stocks are the most mispriced part of the market right now.  46:12 - What is the...

IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 07:20 - How to define a housing market correction. 10:49 - What data points to look at for a housing market correction. 12:20 - Whether we’re in a correct right now or not. 23:07 - The best house hacking markets. 23:45 - Whether people should rent, buy, or house hack. 37:46 - How to invest during a recession. 43:32 - About portfolio allocation. And much...

IN THIS EPISODE, YOU’LL LEARN: 23:46 - Why Kelly thinks there has been a huge increase in the number of retail investors, and if technology or other factors have played a role in it. 29:13 - How the last year and a half of the pandemic has made an impact on the way young adults think about their money and what Kelly thinks still hasn’t changed. 31:07 - What unique challenges young adults face toda...

IN THIS EPISODE, YOU’LL LEARN: 03:21 - What is factor investing? 03:21 - Why does factoring investing work? 12:10 - What factors Pim thinks are the most relevant going forward.  15:40 - Why small cap and value factors have performed poorly over recent years and does this mean these factor premiums are dead. 33:38 - How to get higher returns by taking on less risk.  45:09 - What is a low volatility...

IN THIS EPISODE, YOU’LL LEARN:   01:47 - What the differences between a Roth and Traditional IRA are.  04:40 - How to decide which account to contribute to each year.   09:23 - Which types of securities you should hold in each account.   24:45 - When a Millennial may want to consider buying life insurance.  28:01 - What the different types of life insurance are.  37:45 - How to decide whether to g...

In this week’s episode, Robert Leonard talks to Brandon Blum about the current market environment, why real estate deal structures are so important, books that have had a big impact on Brandon’s life, and his overall real estate journey. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:52 - What books Brandon loves and why. 03:29 - How to balance reading versus doing. 11:44 - Why focus is more impo...

IN THIS EPISODE, YOU’LL LEARN: 02:38 - What are the factors?  05:11 - The history behind where factors came from.  08:19 - Why exposure to factors leads to higher expected returns over the long run.  18:00 - How to get exposure to factors in your portfolio.  And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the...

IN THIS EPISODE, YOU’LL LEARN: 10:44 - What the 11 habits of Jason are that will help people become authentically persuasive. 19:41 - What all the ways are that empathy plays into business and persuasion. 38:05 - How Jason’s version of persuasion, The Soulful Art of Persuasion, differs from Dr. Robert Cialdini’s Psychology of Persuasion. 44:41 - What habit or principle Jason follows in his life th...

IN THIS EPISODE, YOU’LL LEARN:   01:37 - What are the benefits of investing with ETFs versus stock picking.  06:26 - Why not all ETFs are created equal and what you should look for when comparing ETFs.  11:51 - Why Michael believes that real diversification means having a portion of your portfolio that you hate.   20:11 - How to invest using a “risk-on, risk-off” investing framework.  20:11 - What...

IN THIS EPISODE, YOU’LL LEARN:   02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on. 08:33 - What sectors Adam is most bullish on. 21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not. 32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings. 45:14 - What Fanduel’s moat and competitive advantage are. 47:09 - Whether...

In this week’s episode, Robert Leonard brings back Jeffrey Donis from the Donis brothers to talk about how they’ve gone from high-volume wholesalers to multifamily syndicators.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:01 - What wholesaling is and how to start. 04:00 - Why having a “why” is so important. 08:10 - How to get started in real estate. 08:10 - How to transition from wholesaling t...

IN THIS EPISODE, YOU’LL LEARN: 00:54 - Why selling during a market downturn can be a very costly mistake for investors.  02:28 - What typically happens to stock returns after a market crash.  05:34 - What the research says about market timing, and why it is not an effective strategy.  13:54 - What the research says about dollar cost averaging and lump-sum investing.  And much, much more! *Disclaim...

IN THIS EPISODE, YOU’LL LEARN: Rachel Podnos O'Leary 05:17 - What the key financial differences are between millennials and baby boomers and why those differences are important. 09:25 - What millennials can do to overcome the economic cards they’ve been dealt with and achieve financial independence. 12:31 - What the difference is between wealth and income. 16:03 - What a “Personal Financial Audit”...

IN THIS EPISODE, YOU’LL LEARN: 02:16 - Robert’s experience writing his very first book. 08:00 - What a house hack is. 12:37 - Why house hacking is such a powerful wealth building strategy. 24:54 - Who house hacking might be good for, and who might it not be good for. 27:20 - What Robert will look for in his next househack. 30:36 - Why building a team is critical when purchasing a house hack. 35:42...

IN THIS EPISODE, YOU’LL LEARN:   02:12 - How Modernist Financial is different from other wealth management firms.  05:10 - What are the core pillars that make up a financial plan, and why having one matters.  17:12 - How to figure out what your money story is, and how it impacts your financial decisions.  19:52 - Why her definition of wealth is about more than just money.  22:34 - How to build an...

In this week’s episode, Robert Leonard brings back Tony Robinson to talk about everything AirBnB and shot-term rental investing. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:54 - What makes for a good Airbnb property? 02:54 - Immediate red flags to look out for. 08:51 - How to find local Airbnb laws. 10:00 - Should seasonal markets be avoided? 14:47 - How to analyze a short-term rental deal. 26...

IN THIS EPISODE, YOU’LL LEARN: 02:14 - What Adobe does as a business. 07:41 - Why the economics of Adobe’s business are potentially attractive for investors. 07:41 - Clay’s assessment of Adobe’s management team. 13:15 - What return Clay expects from Adobe over the next 10 years. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AN...

IN THIS EPISODE, YOU’LL LEARN: 01:43 - How the idea of You Need A Budget came to be.  02:50 - If you need to raise capital to start a business. 04:31 - What is the Four-Rule Method of budgeting, and why it works? 13:30 - How can you roll with the punches when it comes to budgeting? 22:11 - What does it mean to age your money? 43:46 - Why budgeting is crucial to being a successful investor. And muc...

IN THIS EPISODE, YOU’LL LEARN: 04:45 - How Eddie got started creating financial content and turned it into his full-time career.  13:21 - How to grow your following on social media as a content creator.  22:44 - Eddie’s top tips on how to break into the world of finance.  33:40 - What macro trends does he think are key for investors to watch right now?  35:50 - How inflation impacts a company's fu...

IN THIS EPISODE, YOU’LL LEARN: 02:51 - Why Jeff transitioned from medicine to starting Vailshire Capital Management.  10:09 - Why Jeff’s investment strategy changed from being a bottom-up, value investor to a top-down, macro investing approach.  16:33 - Why Jeff believes that individual investors actually have an advantage in investing over the large institutions.  32:12 - How momentum plays into...

Robert Leonard talks with Ryan Corcoran about what wholetailing is, investing in small- to mid-sized multifamily properties, specifically in the northeast, how to find off-market deals, how to creatively finance your deals, why it’s important to get in the same room as people doing things bigger than you, and more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:50 - What wholetailing is. 06:33 -...