The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE YOU’LL LEARN: 02:14 - What is a money script? 04:03 - What are the four main money scripts? 04:03 - How to tell your friends that you can’t afford the same lifestyle they can. 11:31 - How to ask parents if they can afford retirement and if they need support as they age. 29:44 - How to open conversations about salaries with co-workers. 38:58 - What is a prenup and how do we start a...

IN THIS EPISODE, YOU’LL LEARN: 06:57 - How retail investors can have an edge over other investors in the market. 10:08 - How watching sports has helped John become a better investor. 16:04 - What to look for in a company to determine if it has a strong moat and competitive advantage. 32:11 - The three factors that go into a stocks overall investment return. 46:50 - John’s thoughts on portfolio all...

IN THIS EPISODE, YOU’LL LEARN:   05:26 - What money really is. 10:06 - The pros and cons of fiat currency and gold as money. 13:50 - Why can money that fluctuates in value make planning for the future difficult? 20:58 - What are the attributes of a good money? 28:45 - Why gold has historically been a good money.  31:59 - The history of money in the United States. 44:15 - Why Bitcoin has value. 52:...

In this week’s episode, Robert Leonard talks with tax-expert Amanda Han about which tax deductions real estate investors often miss, how combining house hacking with tax deductions is a double-bonus, why you need to be proactive with your taxes, what is the CPAs job versus what is your job, what tax mistakes real estate investors make, how to write-off your travel, kids, and possibly even your gir...

IN THIS EPISODE YOU’LL LEARN: 02:01 - How did Raoul’s experience at BBC while designing Million Dollar Traders inspired him to create Real Vision? 02:01 - What were the roadblocks and defining moments that led to the creation of Real Vision? 02:01 - What was missing in the marketplace prior to Real Vision? 06:21 - What are the 3 phases of a crisis and which phase are we currently in? 15:26 - What...

IN THIS EPISODE, YOU’LL LEARN:   04:21 - What sort of impact the Russian invasion of Ukraine has on financial markets. 07:39 - Why the market expects inflation to come down in the near term. 11:43 - What a “Fed Put” is. 21:51 - Why the Federal Reserve raised interest rates well after the rise in asset prices in late 2021. 25:36 - What is the one asset class that investors should consider allocatin...

IN THIS EPISODE, YOU’LL LEARN:   01:52 - Why Tavi believes that now is the time to own gold, silver, and commodities. 07:04 - What the potential catalysts are for a move to the upside for gold and silver. 09:23 - How investors can think about valuing gold. 12:27 - The leading metric Tavi looks at in determining where we are in the gold and commodity cycles. 41:15 - Why Tavi is bullish on commoditi...

In this week’s episode, Robert Leonard talks with bestselling author Jay Papasan about how to find your one thing, stay focused, avoid being misled by common, but incorrect, time management practices, how to delegate, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:25 - How to find your one thing. 04:55 - How to stay focused on your one thing. 30:06 - Why and how people are mi...

IN THIS EPISODE, YOU’LL LEARN: 02:41 - What is a REIT? 04:34 - The pros and cons of REIT investing. 07:08 - What to keep in mind when analyzing an REIT. 16:26 - Areas of real estate that are impacting REITs. 17:37 - Matthew's top picks in the REIT space. 34:23 - A common piece of investing advice that may be misleading. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due...

IN THIS EPISODE, YOU’LL LEARN: 01:53 - How interning at Bridgewater Associates impacted Dan as an investor. 07:05 - The four types of economic environments that ultimately drive asset class returns. 21:10 - Which asset class performs very well during an inflationary period? 29:18 - Why small-cap value stocks are potentially a great way to diversify your portfolio. 29:18 - Dan’s thoughts on diversi...

IN THIS EPISODE, YOU’LL LEARN:   01:55 - Why personal finance is not widely spread in the US education system today. 06:19 - Why stocks have value in the first place. 11:27 - What the Dow Jones Industrial Average, S&P 500, and the Nasdaq really are and how they differ. 29:20 - Why public companies want their stock price to go up. 37:50 - Why public companies might issue new shares or even buy back...

In this week’s episode, Robert Leonard talks with Elliot Bisnow about how he started his first business in college, why you shouldn’t just keep it real —you should keep it surreal, how he pioneered an entirely new type of business conference, why he went all-in on an investment that he had no idea if it’d work or not, pieces of advice that have changed his life, how you can buy a mountain, and muc...

IN THIS EPISODE YOU’LL LEARN: 03:37 - What are commodities, and how do you invest in them? 06:33 - How you can invest in commodities through ETFs. 16:59 - When is the "right time to buy"? 25:16 - Why David invests in silver. 28:00 - Why do investors avoid investing in precious metals? 49:50 - How to pick mining stocks. And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due...

IN THIS EPISODE, YOU’LL LEARN: 03:00 - The initial things Alex looks at when analyzing a company. 08:37 - Why paying up for quality companies is acceptable for long-term investors. 11:33 - How ROIC plays a role in Alex’s investment decisions. 13:58 - What the objective of Alex’s portfolio is. 32:37 - Why Alex recently added Spotify to his portfolio. 35:59 - How Alex thinks about Spotify’s valuatio...

IN THIS EPISODE, YOU’LL LEARN: 05:34 - How Jeremy selects companies that are positioned to not only survive but thrive. 10:28 - How valuation fits into Jeremy’s investment process. 30:16 - How he develops conviction for his holdings given that the future is unknowable. 48:42 - Why his fund only holds a handful of companies. 51:55 - Some of the biggest mistakes he has made and how he learned from t...

In this week’s episode, Robert Leonard talks with Brad Thomas all about investing in REITs — what they are, how they work, why Warren Buffett owns them, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:33 - What REITs are and how they work. 05:09 - Why REITs have performed so well over the last two years. 08:33 - Why someone may consider investing in REITs over physical real es...

IN THIS EPISODE YOU’LL LEARN: 03:18 - Who is Warren Buffett and Charlie Munger? 03:18 - How did they influence each other’s investing approach? 06:36 - Who is Benjamin Graham and what was his impact on Buffett? 08:46 - What is value investing and why is it relevant in today’s market? 25:12 - The evolution of Berkshire Hathaway (BRK) and common misconceptions about it. 37:20 - Why Buffett hasn’t de...

IN THIS EPISODE, YOU’LL LEARN:   06:02 - Why many people should put more focus on growing their income to build wealth. 06:02 - How one should go about building additional income streams on the side. 15:46 - How using the 2x spending rule can help you eliminate guilt in making larger purchases. 29:54 - Nick’s thoughts on what to do with money intended to be used as an emergency fund or a home down...

IN THIS EPISODE, YOU’LL LEARN:   01:52 - What SPACs are and how they work. 09:16 - Why some companies would prefer to IPO through a SPAC rather than the traditional IPO process. 19:27 - Why the incentive structure of the SPAC IPO process is sub-optimal. 31:09 - How pre-merger SPACs offer an interest risk/return profile. 49:21 - David’s thoughts on the overall current market environment. And much,...

In this week’s episode, Robert Leonard talks with Andresa Guidelli about what the BRRRR strategy is, how new investors can use the BRRRR strategy to fund real estate deals with less than 20% down, which items should be fixed during a rehab, how to find contractors, how to protect yourself from contractors, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:54 - What the BRRRR str...

IN THIS EPISODE, YOU’LL LEARN: 03:58 - Business challenges and lessons from Activision, Acclaim Games, and StartEngine.  22:37 - What crowdfunding is and why businesses need it. 22:37 - What are the different types of crowdfunding? 39:20 - What investors should do before diving into crowdfunding. 49:45 - How to raise capital through a platform like StartEngine. 53:24 - How investors in private com...

IN THIS EPISODE, YOU’LL LEARN: 06:01 - The biggest problems that Bitcoin is solving internationally. 18:39 - Why many citizens of developed nations are so quick to dismiss Bitcoin. 18:39 - Ways in which Bitcoin is a tool of empowerment under authoritarian regimes. 28:59 - Why Bitcoin is potentially a trojan horse for freedom. 31:22 - Bitcoin’s overall impact in El Salvador. 45:10 - What Bitcoin’s...

IN THIS EPISODE, YOU’LL LEARN: 02:03 - The importance of pricing power for a company operating in an inflationary environment. 04:06 - How an investor can determine whether a company has adequate pricing power or not. 09:39 - Why Costco has spectacular pricing power, despite its very low margins. 19:51 - The investment case for Ferrari. 42:57 - What an idiosyncratic business is. And much, much mor...

In this week’s episode, Robert Leonard talks with Heather Blankenship about investing in campgrounds, RV parks, mobile home parks, section 8 multifamily properties, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 08:23 - What campground investing is. 13:28 - Why investing in campgrounds is an interesting strategy. 23:15 - What seller-financing is. 27:00 - Which return metrics to...

IN THIS EPISODE YOU’LL LEARN: 09:49 - How should one think about valuation of growth and SaaS companies? 09:49 - What to look for when analyzing a company.  29:29 - When do you take a position, and should you scale?  37:17 - How has Coronavirus impacted the investing landscape?  40:55 - Some of Austin's favorite stock picks. 44:03 - Valuable advice for investing in the stock market. And much, much...