The Intrinsic Value Podcast - The Investor’s Podcast Network

MI194: Top Takeaways From the First Half of 2022

Listen Later

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 on diversifying a portfolio.
  • 01:08:29 - Why Fidelity Digital Assets believes Bitcoin stands above all of the other cryptocurrencies as a monetary asset.
  • And much, much more!


    • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Check out TIP’s daily newsletter.
    • Episodes mentioned:
    • MI131: Richer, Wiser, Happier w/ William Green.
    • MI157: Just Keep Buying w/ Nick Maggiulli.
    • MI159: The Science of Hitting w/ Alexander Morris.
    • MI165: Is FAANG the New Value w/ John Huber.
    • MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas.
    • MI135: Bitcoin is for Millennials w/ Preston Pysh.
    • MI139: How to Beat Inflation w/ Joe Brown.
    • MI162: Is Now the Time to Own Gold w/ Tavi Costa.
    • MI161: Building a Balanced Portfolio w/ Daniel Rasmussen.
    • MI152: Bitcoin First & Fidelity Digital Assets w/ Chris Kuiper & Jack Neureuter.


      SPONSORS

      Support our free podcast by supporting our sponsors:

      • Found
      • Toyota
      • Fundrise
      • Facet
      • NetSuite


        • Read this episode’s transcript and full show notes on our website.

        Connect with Clay: Twitter


        HELP US OUT!

        Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        Learn more about your ad choices. Visit megaphone.fm/adchoices

        Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

        ...more
        View all episodesView all episodes
        Download on the App Store
        The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network
        • 4.6
        • 4.6
        • 4.6
        • 4.6
        • 4.6

        4.6

        546 ratings

        More shows like The Intrinsic Value Podcast - The Investor’s Podcast Network

        View all
        Motley Fool Money by The Motley Fool

        Motley Fool Money

        3,220 Listeners

        We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

        We Study Billionaires - The Investor’s Podcast Network

        3,366 Listeners

        The Meb Faber Show - Better Investing by The Idea Farm

        The Meb Faber Show - Better Investing

        930 Listeners

        The Investing for Beginners Podcast - Your Path to Financial Freedom by By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like

        The Investing for Beginners Podcast - Your Path to Financial Freedom

        1,407 Listeners

        Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

        Capital Allocators – Inside the Institutional Investment Industry

        791 Listeners

        Focused Compounding by Andrew Kuhn and Geoff Gannon

        Focused Compounding

        272 Listeners

        Chit Chat Stocks by Chit Chat Stocks

        Chit Chat Stocks

        194 Listeners

        The Acquirers Podcast by Tobias Carlisle

        The Acquirers Podcast

        302 Listeners

        Value Investing with Legends by Columbia Business School

        Value Investing with Legends

        199 Listeners

        Silicon Valley - The Investor's Podcast Network by The Investor's Podcast Network

        Silicon Valley - The Investor's Podcast Network

        57 Listeners

        Real Estate 101 - The Investor's Podcast Network by The Investor's Podcast Network

        Real Estate 101 - The Investor's Podcast Network

        114 Listeners

        Excess Returns by Excess Returns

        Excess Returns

        77 Listeners

        The Good Life Podcast with Sean Murray by Sean Murray

        The Good Life Podcast with Sean Murray

        51 Listeners

        The Memo by Howard Marks by Oaktree Capital Management

        The Memo by Howard Marks

        409 Listeners

        Yet Another Value Podcast by Andrew Walker

        Yet Another Value Podcast

        110 Listeners

        The Business Brew by Bill Brewster

        The Business Brew

        251 Listeners

        Business Breakdowns by Colossus | Investing & Business Podcasts

        Business Breakdowns

        341 Listeners

        Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

        Behind the Balance Sheet

        44 Listeners