The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN: 01:18 - Why following the status quo might not always be the best investment strategy. 04:14 - How the disposition effect can lead to you holding a portfolio full of losing companies. 05:50 - How investors can get burned being overconfident. 06:53 - What loss aversion is and how it hurts portfolio returns. 11:49 - How anchoring influences one’s decisions. And much, m...

IN THIS EPISODE, YOU’LL LEARN: 08:47 - Why you need, and how to create, passive income streams. 12:14 - What affiliate marketing is. 21:02 - How to create a successful online business without an existing following. 34:06 - Which stock Ryan is watching in 2020. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join th...

IN THIS EPISODE, YOU’LL LEARN:   01:54 - William Green’s biggest lessons from interviewing Charlie Munger. 07:23 - Why Nick Maggiulli opts for index funds over individual stocks. 16:12 - What Alex Morris looks for in a quality company. 27:46 - Why John Huber made Amazon his largest holding in his fund. 36:34 - Preston Pysh’s take on the current macro environment. 49:51 - Dan Rasmussen’s thoughts o...

IN THIS EPISODE, YOU’LL LEARN: 02:08 - The biggest risk management lessons Max has learned coming from an insurance background. 22:48 - The biggest risks that Max believes investors are underestimating. 30:40 - Why Max does not invest in gold. 33:03 - How Warren Buffett has influenced him as an investor. 44:15 - What Buffett is seeing in Chevron and why he allocated $40 billion to the energy secto...

Robert Leonard talks with Eric Barvin about investing in expensive, frothy markets, how to find hidden value in real estate, current market conditions, and much, much more. Eric Barvin is the Founder, Chairman, and CEO of Barvin, a real estate investment firm. Eric received a bachelor of arts degree in international studies and economics from Emory University.  IN THIS EPISODE, YOU’LL LEARN: 00:00...

IN THIS EPISODE, YOU’LL LEARN: 02:02 - How Mohnish Pabrai became an incredible investor through his method of cloning. 05:12 - How Sir John Templeton took the willingness to stand from the crowd in order to consistently beat the market. 09:32 - How Jean-Marie Eveillard got ousted out of the investment firm he was with for decades. 16:37 - How Nik Sleep invested and lived a life in the most high qu...

IN THIS EPISODE, YOU’LL LEARN: 06:04 - How to get started on social media. 06:04 - Businesses that can be built on third-party social media platforms. 09:45 - How to grow a large social media following. 13:36 - How to logistically handle content creation. 25:03 - Where traditional education is lacking. 29:14 - How investors should handle stock market crashes. 35:00 - Four hobbies everyone should h...

IN THIS EPISODE, YOU’LL LEARN:   01:45 - Trends David is seeing in the real estate market. 06:58 - Why today’s real estate market is much stronger than it was in 2008. 08:52 - How higher rates will affect the banking industry as a whole. 12:51 - The impact institutional investors are having on the real estate market. 21:27 - Best practices to ensure you have good credit. 29:32 - How credit scores...

IN THIS EPISODE, YOU’LL LEARN: 02:08 - What the Federal Reserve is, the role it plays in the overall economy, and what their dual mandate is. 12:07 - What quantitative easing is and how it affects the prices of assets. 31:35 - Whether liquidation events are a buying opportunity or not for long-term investors. 33:33 - What the repo market is, and why you should care about it. 40:31 - How the stock...

Robert Leonard talks with Barrett Linburg all about investing in multifamily real estate and opportunity zone investing. Barrett is a co-founding partner of Savoy Equity Partners and oversees the capitalization and structuring of the company’s investments along with deal sourcing.  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:33 - Why partnering with a property manager is a good strategy. 05:39...

IN THIS EPISODE, YOU’LL LEARN: 01:37 - Why being 100% allocated to stocks might not be an optimal allocation. 02:34 - Why the long-term debt cycle affects Clay’s decisions around portfolio allocation. 04:21 - What Ray Dalio’s holy grail of investing is. 12:30 - What asset classes perform well during an inflationary time period. 14:23 - What Ray Dalio’s all weather portfolio consists of. And much,...

IN THIS EPISODE, YOU’LL LEARN: 02:46 - What the differences between the Canadian stock market and the US stock market are and if one is positioned to perform better over the next decade. 05:33 - How investors can access international markets outside of their home stock market. 06:53 - What CAPE ratio is and why it is important when looking at financial markets. 10:40 - How to analyze companies and...

IN THIS EPISODE, YOU’LL LEARN: 01:55 - Why monetary policy is having such a big impact on the markets. 06:39 - Joe’s outlook on unemployment. 09:38 - What to potentially expect from the markets in the coming months. 09:38 - What a strong dollar means for the global economy. 24:51 - Why Joe believes we might be heading towards a supercycle for commodity prices. 28:13 - How gold reacts to the Federa...

IN THIS EPISODE, YOU’LL LEARN:   01:48 - How we can improve what Derrick calls our “personal economy”. 03:39 - How you can cut your expenses without affecting your overall happiness. 09:57 - Ways in which you can increase your income. 23:21 - How Derrick is investing and opportunities he’s looking out for during this inflation time period. 46:03 - How Derrick approached teaching his kids about mon...

Robert Leonard talks with Ryan Frazier and Cameron Wu about their new model of real estate investing — house IPOs and buying shares in individual houses through single-family rentals. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:40 - Why Arrived is different than other real estate investing platforms. 14:51 - Raising capital from Amazon’s founder, Jeff Bezos. 25:17 - The legal structure of Arri...

IN THIS EPISODE, YOU’LL LEARN: 01:39 - What the long-term and short-term debt cycles are. 04:28 - Why credit has such a large impact on the economy. 04:28 - What the debt levels look like in the US. 09:52 - The four ways that a deleveraging event can occur. 09:52 - The most likely path to solve the United States' debt problem. 11:48 - How investors can protect themselves in this macroeconomic envi...

IN THIS EPISODE, YOU’LL LEARN: 22:51 - How you can meet potential business partners. 22:51 - How to determine if someone is right for a partnership. 34:39 - The challenges of working with a business partner. 37:38 - How to build a large social media following. 45:54 - Mistakes to avoid on social media. 01:15:37 - How to turn a social media following into a business. And much, much more! *Disclaime...

IN THIS EPISODE, YOU’LL LEARN: 04:00 - Whether we have entered a recession yet or not. 05:55 - How millennials view the crypto markets versus older generations. 11:59 - How you can better position yourself financially during an inflationary environment. 28:45 - How community and comradery play into investing for retail investors. 45:01 - The advantages that millennials have in saving for retiremen...

IN THIS EPISODE, YOU’LL LEARN: 01:50 - How Trey’s investment strategy has changed with the everchanging macro landscape. 04:30 - What asset classes does he invests in. 07:17 - How he analyzes the opportunity cost between two different individual stocks. 34:21 - What he'll be eyeing in the months ahead. 40:37 - How Trey became the host of We Study Billionaires. 51:48 - How his company was able to g...

Robert Leonard talks with Nick Lamagna about lease options, Rich Dad Poor Dad, wholesaling, creative financing, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:24 - What a lease option is and how to use one. 08:04 - The impact Rich Dad Poor Dad had on Nick. 23:38 - What wholesaling is. 31:10 - How to find lists for wholesaling. 33:50 - What to do if you can’t find an end-buyer...

IN THIS EPISODE, YOU’LL LEARN: 00:43 - Current issues we see in the current macro environment. 07:46 - Why Bitcoin adoption is accelerating. 09:32 - Why Bitcoin is so volatile. 15:34 - What makes Bitcoin valuable. 16:14 - What Bitcoin adoption has looked like over time. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURC...

IN THIS EPISODE, YOU’LL LEARN: 06:40 - Who benefits and doesn’t benefit from selling on Amazon? 10:01 - The first step to take if you want to be a seller on Amazon. 13:02 - What types of products should you avoid selling online? 15:40 - Unique strategies for finding high-profit, low-competition, “hidden-gem” products. 23:57 - Opportunities that exist when it comes to selling used products online....

IN THIS EPISODE, YOU’LL LEARN: 01:37 - What private equity investing really is. 05:08 - The difference between venture capital and private equity. 07:00 - Why everyday investors should care about private equity, even though they already have access to the public markets. 21:24 - Why large firms like Vanguard likely aren’t going to lower the fees in private equity. 24:25 - How private equity has be...

IN THIS EPISODE, YOU’LL LEARN:   01:43 - Why a “forest fire” is needed so badly in our economy today. 12:39 - Why the Federal Reserve will eventually have to put stocks on their balance sheet. 26:30 - The role gold plays in a portfolio. 29:38 - Why now is potentially a great time to allocate to gold. 38:58 - How Matthew thinks about the valuation of gold. And much, much more! *Disclaimer: Slight t...

Robert Leonard brings back Connor Gross to talk all about investing in self-storage facilities as a young, and new, real estate investor. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 14:00 - How to get started without any real estate experience. 28:51 - How to pick markets to invest in. 31:22 - Why self-storage is an asset class. 44:38 - How to estimate CAPEX items on a self-storage facility. 54:2...