The Intrinsic Value Podcast - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:   04:06 - How Wes looks at the world of investing differently with his academic background. 06:48 - Whether just owning the S&P 500 gives investors enough international exposure or not. 09:42 - What momentum investing is and why it works. 47:37 - How retail investors can utilize a momentum strategy. And much, much more! *Disclaimer: Slight timestamp discrepancies may...

In this week’s episode, Robert Leonard talks with Paul Moore all about self-storage and commercial real estate. They cover what self-storage is and how it works, why it has become so popular lately, why the valuation method for commercial real estate is so powerful, why buying from mom-and-pop owners is such a great strategy, how to get started in self-storage, and much, much more! IN THIS EPISODE...

IN THIS EPISODE YOU’LL LEARN: 04:49 - Should you invest when the market is a record high? 06:46 - How to consider portfolio allocation involving International ETFs. 10:22 - The 7 Sins of Investing. 17:42 - Should you consider actively managed funds that have performed well in the past? 39:47 - Why thinking short-term will make you stay broke. 55:32 - Whether or not you should invest your emergency...

IN THIS EPISODE, YOU’LL LEARN: 02:45 - What inflation is, and why it exists in our modern day economy. 29:43 - How investors can best protect themselves against inflation. 43:37 - Who the ‘winners’ and ‘losers’ are in an inflationary system. 45:45 - Whether stocks are a good inflation hedge or not. 53:21 - The unintended consequences of price controls in an economy. And much, much more! *Disclaime...

IN THIS EPISODE, YOU’LL LEARN:   01:51 - The three things that Bill and Mike look for in companies they invest in. 04:23 - The lines of business that Fiserv has today. 26:06 - Why Fiserv is trading at a much lower valuation than PayPal and Square. 34:56 - The biggest risks investing in Fiserv. 45:39 - Why Oakmark views Facebook and Alphabet as value investments. And much, much more! *Disclaimer: S...

In this week’s episode, Robert Leonard talks with Kirby Atwell about house flipping, how to weather economic recessions in real estate, how to find deals, building processes and systems, short-term rentals via Airbnb, finding good Airbnb markets, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:40 - All about house flipping. 05:26 - How to weather economic recessions in real es...

IN THIS EPISODE YOU’LL LEARN: 12:50 - Can entrepreneurship be taught? 21:03 - Does an MBA help someone become a successful entrepreneur? 27:09 - How to stay motivated at your business. 35:13 - How to fund and market your business. 43:08 - The 5 Golden Rules for a Successful Startup.  And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BO...

IN THIS EPISODE, YOU’LL LEARN: 03:03 - How Covid-19 has changed the game of value investing. 17:24 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders. 20:02 - Why buying great companies might not be a good investing strategy. 31:13 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio. 35:54 - What Vitaliy thinks about Chi...

IN THIS EPISODE, YOU’LL LEARN:   01:46 - An overview of the uranium market and what market forces have an influence on price. 11:10 - Ways in which a retail investor can take a position in the uranium sector. 15:15 - The role that the Sprott Physical Uranium Trust plays in the overall market for uranium. 21:53 - Why nuclear reactors are currently purchasing less uranium than they actually consume....

In this week’s episode, Robert Leonard talks with Ryan Chaw about what student rentals and a rent-by-the-room strategy are, how student rentals have been impacted by the pandemic, how to deal with potential damage from student renters, how to screen students as potential tenants, how to find real estate deals, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 02:27 - What student r...

IN THIS EPISODE, YOU’LL LEARN: 23:25 - How Bitcoin price will perform if we see another deflationary shock in the markets. 32:52 - What the incentives are for continued Bitcoin adoption. 43:09 - The most important metrics Preston looks at to test his Bitcoin thesis. 51:28 - Why Bitcoin hasn’t hit Preston’s $100k price target. 55:03 - The potential risks that Preston sees in Bitcoin. And much, much...

IN THIS EPISODE, YOU’LL LEARN:   06:10 - The two colliding forces at an exponential rate and why they are the most important thing for investors to understand. 12:07 - Why there has been such a huge disconnect in the price changes between certain industries. 26:09 - Why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop. 38:42 - Why J...

In this week’s episode, Robert Leonard talks with Jason Peterson about how to start investing with nothing, why real estate has a low barrier to entry, what house hacking is and why it’s one of the most power real estate strategies, how to leverage lines of credit and the equity in your properties to scale, what seller credits are and how to use them, and much, much more! IN THIS EPISODE, YOU’LL L...

IN THIS EPISODE, YOU’LL LEARN: 01:30 - How to start your own successful startup. 06:26 - What mistakes new startup founders make and how to avoid them. 08:45 - Should millennials drop out of college to become an entrepreneur. 14:06 - Whether or not entrepreneurial traits can be taught. 25:01 - How to invest in startups and what to look for. 54:30 - How should millennials approach crowdfunding inve...

IN THIS EPISODE, YOU’LL LEARN:   02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20’s. 07:46 - How much Steve and his wife had saved prior to making the leap to early retirement. 35:04 - The pros and the cons of early retirement. 39:18 - What Steve’s thoughts are on the follow your passion versus earn more money debate. And much, much more! *Disclaimer: Slight ti...

IN THIS EPISODE, YOU’LL LEARN:   01:58 - How Tony views the current market landscape and what investors can do to benefit. 30:51 - What commodities Tony expects to perform well in an inflationary environment. 36:49 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class. 36:49 - The five classes of hard assets Tony considers to hedge in...

In this week’s episode, Robert Leonard talks with Mel and Dave Dupuis about how to overcome tragedy, whether or not you can time the real estate market, how to find hidden cash cows, what OPM is and how to use it, what a 97% tenant is, and much, much more! IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 06:24 - How tragedy can actually be the start of something great. 12:33 - Whether or not you can t...

IN THIS EPISODE YOU’LL LEARN: 01:32 - Important investing principles to focus on. 15:24 - How you can analyze individual companies to decide on potential investments. 47:59 - What it means to "upgrade your portfolio". 49:47 - How Coronavirus has impacted the investing landscape. 52:23 - Some of Simon's favorite stock picks. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur...

IN THIS EPISODE, YOU’LL LEARN: 02:56 - What led William to study the best investors not just to discover the investing lessons, but also to learn how to live a better life? 13:10 - What William’s biggest takeaways are in interviewing and studying Charlie Munger. 37:03 - The lessons William learned in simplifying an investment approach. 44:10 - What it takes to know if you’re ready to buy individua...

IN THIS EPISODE, YOU’LL LEARN: 05:31 - What ESG investing is, and why it’s a focus of James’ fund. 19:09 - Whether ESG investing enhances, or hinders long-term returns. 21:10 - What emerging markets are, and why James believes that emerging markets are undervalued. 26:14 - What emerging markets James’ fund invests in. 42:13 - How James thinks about the role of cash in a portfolio. And much, much m...

In this week’s episode, Robert Leonard (@therobertleonard) talks with Travis Zappia (@theyoungretireeby33) about what investing in short-term rentals is, the pros and cons of this strategy, how someone gets started, how to pick markets, how to analyze a deal, how to screen tenants, how to finance these properties, and much, much more!  IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 11:33 - What shor...

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. 15:09 - The pros and cons of commodities. 16:59 - When is the "right time to buy". 23:56 - Why David invests in silver. 26:40 - Why do investors avoid investing in precious metals. 47:10 - How to pick mining stocks. And much, much more! *Disclaimer: Sli...

IN THIS EPISODE, YOU’LL LEARN:   03:00 - What it’s like working with Kevin O’Leary, aka - Mr. Wonderful. 24:42 - Connor’s thoughts on what’s to come in the market for 2022. 29:14 - The trends Connor is seeing in the FinTech space. 36:43 - What a sensible asset allocation looks like for younger investors. 36:43 - Why Connor believes stocks are the best asset class over the long run. And much, much...

IN THIS EPISODE, YOU’LL LEARN: 07:40 - Why investors should consider adding Bitcoin as a part of their portfolio. 26:13 - How Andy thinks about the value of Bitcoin today when buying it for his portfolio. 36:42 - How investors can potentially keep themselves from ‘buying the top’ in Bitcoin. 39:33 - What the 14 characteristics of money are. 01:15:21 - What makes Bitcoin different from all of the o...

In this week’s episode, Robert Leonard talks with Brian T. Bradley about what asset protection is and why it matters, when a new real estate investor should start considering asset protection, whether new real estate investors need an LLC or not to start investing, how to setup an LLC, the most common and dangerous misconceptions around LLCs, and much, much more!  IN THIS EPISODE, YOU’LL LEARN: 00...