The Intrinsic Value Podcast - The Investor’s Podcast Network

By The Investor's Podcast NetworkBusiness Education Investing

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The Intrinsic Value Podcast - The Investor’s Podcast Network episodes

June 30, 2023MI Rewind: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair
In this MI Rewind episode, Clay Finck chats with Dylan LeClair about Bitcoin on-chain analysis, Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:11 - Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that.
20:01 - Why Dylan believes Bitcoin is a better solution for base money than gold.
29:15 - Why we haven’t seen more public companies adopting Bitcoin as of late.
41:40 - What Bitcoin on-chain analysis is and why it even matters.
51:11 - Dylan’s thoughts on the potential for a Bitcoin ETF.
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 Dylan’s Articles.
Related Episode: Listen to MI128: Why Buy Bitcoin w/ Andy Edstrom, or watch the video.
Related Episode: Listen to MI135: Bitcoin is for Millennials w/ Preston Pysh, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Dylan: Articles | Twitter
Connect with Clay: Twitter
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52 min
June 27, 2023MI278: How to Become a Successful Online Creator w/ Varun Balsara
Robert Leonard chats w/ Varun Balsara to discuss the creator economy's size, online careers, leveraging Chat GPT, & much much more!
Varun is an entrepreneur and co-founder of “Let’s Level Up” – a platform that helps online content creators build profitable communities and scale up their businesses.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:27 - The creator economy, what it is, and how big of a market it is today.
03:44 - How to turn your passion into an online business and the different ways creators can monetize their knowledge through content creation?
23:29 - The different sales funnels you creators can use to market their content.
31:54 - How to use Chat GPT to your advantage in content creation and marketing?
49:54 - How to stand out from other creators?
58:10 - Varun’s best tips on how to market and sell content online if you don’t have a big social media following.

*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: Let’s Level Up.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Twitter
Connect with Varun: Website | LinkedIn
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49 min
June 26, 2023REI189: The Power of Compounding w/ Aleksey Chernobelskiy
Patrick Donley chats with Aleksey Chernobelskiy about his transition from the corporate real estate world to going out on his own as an investor and advisor. Aleksey also talks about why a Sam Altman blog post on how to be successful deeply impacted him, what it was like immigrating to the U.S., the importance of 1% improvements in any area of life, how to network successfully, what it was like managing thousands of properties during the pandemic, and much more.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:02 - What his struggles were like for him after moving to the U.S. from Russia.
09:26 - Why he chose to get four degrees in undergrad.
10:28 - Why he chose to focus on his strengths rather than his weaknesses?
16:40 - What it was like managing 2500 properties during the pandemic.
18:45 - How he thinks of higher education and why many careers don’t require college today.
18:45 - Why he stresses the importance of relationship-building and networking.
20:56 - Ideas on how to network successfully.
24:46 - Why it’s important to understand the power of compounding.
31:35 - How a Sam Altman blog post made a huge impact on him.
33:31 - Why his two years in Israel was profoundly life-changing.
33:31 - What it was like working at publicly traded REIT, Store Capital.
36:48 - Understanding what a sale leaseback is.
48:58 - What his best advice is for someone moving into the world of entrepreneurship?
53:11 - How he is splitting his time now that he has left the corporate world.
53:11 - Why he thinks office space may be an asset class worth looking at further.
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.
The Everything Guide to House Hacking by Robert Leonard.
Sam Altman blog post.
Deep Work by Cal Newport.
Never Split the Difference by Chris Voss.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with Aleksey Chernobelskiy: Twitter | LinkedIn
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1 hr 2 min
June 23, 2023MI Rewind: Peter Lynch & GARP Investing w/ Robert Reynolds
Clay Finck and Robert Reynolds chat about Peter Lynch, his investing strategies, GARP investing, and more. Robert is an investor and a content creator for The Popular Investor YouTube channel.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:15 - Who Peter Lynch is and how he personally invests.
15:58 - How individual retail investors can have an advantage over Wall Street.
25:08 - Why active investors might be in a good position to outperform passive investors over the coming years.
46:05 - Why Facebook and Google are potentially compelling investments.
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.
Related Episode: Listen to TIP124: One Up On Wall Street By Peter Lynch, or watch the video.
Related Episode: Listen to Bonus 003: Warren Buffett Style Value Pick? AZO Valuation w/ Robert Leonard, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: YouTube | Twitter
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!
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52 min
June 20, 2023MI277: Blue-Collar Cash w/ Ken Rusk
Robert Leonard interviews Ken Rusk on the blue-collar crisis, job shortages, misconceptions, and tips for fulfilling careers.
Ken Rusk is the President of Rusk Industries, professional ditch digger, entrepreneur, author of Blue Collar Cash, and proud advocate of following your dreams.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:45 - The supply/demand imbalance the blue-collar industry is currently facing.
08:02 - The reasons blue collar jobs are facing such shortages and the opportunities this presents.
22:41 - Why blue-collar careers can be a very rewarding career financially, and full of fulfillment.
24:42 - What are some common misconceptions people have about blue collar careers?
39:30 - His top tips for entrepreneurs just starting out and those trying to turn a side hustle into a fulfilling career.
44:05 - How to get more joy out of your career and live a more fulfilling life.
47:43 - Ken’s top tips on managing money and improving financial wellbeing.
50:22 - Ken’s advice for those who feel unfulfilled at their current job.

*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: Kenrusk.com.
Check out Ken’s book: Blue Collar Cash.
Related Episode: Listen to MI259: Strategies For Success In Entrepreneurship w/ Nicholas Hutchison or watch the video here.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Twitter
Connect with Ken: Website | LinkedIn | TikTok
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48 min
June 19, 2023REI188: Wealth Without Cash w/ Pace Morby
Patrick Donley chats with Pace Morby to discuss his new book, "Wealth Without Cash". You’ll learn how to build a portfolio of off-market deals without using your own cash, what the difference is between subject-to and seller financing, how to find motivated sellers, how to overcome common seller objections and create win-win scenarios, and much more.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:40 - What Pace learned from his father about real estate.
02:40 - How the story of an F-150 helps sellers understand terms and becoming the bank.
06:06 - What he learned from his first mentor.
06:06 - What the “bunny story” is all about and how solving people’s problems helps everyone.
06:06 - Why it’s a requirement for success to do things you don’t understand how to do yet.
06:06 - Why 85% of Pace’s deals are structured using creative financing.
06:06 - Strategies to find motivated sellers.
46:13 - What the process of creating Wealth Without Cash was like along with the video companion guide.
46:33 - Who the book is designed for.
50:54 - Understanding the 7 layers of your “why”.
52:18 - How creative financing provides a wide variety of tools to close deals.
52:18 - What the difference is between “subject to” and seller financing.
52:18 - Why his real job is as a storyteller and educator.
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.
The Everything Guide to House Hacking by Robert Leonard.
Wealth Without Cash by Pace Morby.
Related Episode: Listen to REI131 Buying Real Estate with $0 Down and 0% Interest Part 1 w/ Pace Morby, or watch the video.
Related Episode: Listen to REI132 Buying Real Estate with $0 Down and 0% Interest Part 2 w/ Pace Morby, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with Pace Morby: Website | YouTube | Instagram | LinkedIn | Twitter
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1 hr 3 min
June 16, 2023MI Rewind: Studying Superinvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica
In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!
Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:44 - What investors should keep in mind during a market correction.
11:10 - Why investing checklists can be useful for value investors.
16:46 - The case for individual stock pickers outperforming the market indices.
28:11 - What Seritage Growth Properties does and why it’s potentially a compelling investment.
36:37 - Why Seritage is trading at what appears to be well below it’s liquidation value.
36:37 - The potential risks investing in Seritage.
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 Tom’s YouTube Channel.
Check out Tom’s Podcast.
Check out the Punchcard Investing YouTube Channel.
Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Tom: YouTube | Twitter
Connect with Clay: Twitter

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51 min
June 13, 2023MI276: Finding 100 Bagger Stocks w/ Chris Mayer
Robert Leonard chats with Chris Mayer about finding 100 bagger stocks – what to look for, how to find them, what metrics to analyze, how to think about valuation, the company’s management team, and much more.
Chris is the Portfolio Manager and co-founder of Woodlock House Family Capital, and author of the book 100 Baggers.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:34 - What Chris learned after studying 365 stocks that became 100 baggers in the past.
03:45 - What were the common characteristics of these 100 bagger stocks?
06:42 - How early did investors have to get into these stocks to 100x their returns?
08:24 - What was the average market cap of the companies that went on to become 100 baggers?
36:30 - An example of one of Chris’s stock picks he thinks will become a future 100 bagger.
42:42 - The importance of business quality over current valuation and what metrics to look at.
50:44 - Potential traps investors can fall into when trying to find 100 baggers.
55:38 - When Chris would consider selling one of his stocks.
59:09 - Chris’s investment process to find future 100- baggers today.

*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: Woodlock House Family Capital.
Check out Chris Mayer's Book: 100 Baggers: Stocks that Return 100-to-1 and How to Find Them.
Check out TIP's article: 100 Bagger Stocks: What They Are and How to Find Them.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Twitter
Email: [email protected]
Connect with Chris: Website | Twitter
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43 min
June 12, 2023REI187: Building a Family Legacy w/ William Rojas
Patrick Donley chats with William Rojas, who co-founded and is the Managing Partner of TRG Investments. They talk about what he learned on and off the football field at USC, he also shares his thoughts on why he took advantage of extra-curriculars at USC to prepare for a real estate career and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:47 - What playing football for USC was like for William and what he learned.
06:19 - How he took advantage of extra-curriculars at USC to prepare for a real estate career.
06:19 - What he learned working on job sites with his grandfather and father.
18:32 - What he learned from working in the CRE world.
18:48 - His top tips on entering the world of CRE.
27:28 - How today’s environment compares to the 2008 GFC.
29:15 - What you need to have in place to prepare for a downturn.
41:38 - How he transitioned to running his own company.
41:21 - What his first real estate investment looked like and how he added value to it.
41:31 - How he transitioned away from his W-2 job during the pandemic.
46:05 - How to be aware of the dangers of comparison.
46:32 - The pros and cons of working with family.
49:38 - What his current projects look like.
01:09:06 - How having in-house construction provides his competitive edge.
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.
It All Adds Up by Devon Kennard.
Powerhouse Principles by Jorge Perez.
How I Built This podcast.
Capital Allocators podcast.
Related Episode: Listen to REI152: NFL’er Has Time For Real Estate, So Do You w/ Devon Kennard, or watch the video.
Related Episode: Listen to REI176: Lessons from a Serial Entrepreneur w/ Levi Benkert, or watch the video.
Related Episode: Listen to REI184: Beauty in Broken Things w/ John Marsh, or watch the video.
Related Episode: Listen to REI163: The Insider’s Edge to Real Estate w/ James Nelson, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Patrick (@jpatrickdonley): Twitter
Connect with William Rojas: Website | Twitter
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1 hr 9 min
June 09, 2023MI Rewind: Developing Irrational Self-Belief and Top Tips for Success w/ Evan Carmichael
Evan Carmichael is most well known for his massive YouTube channel, which today has over 3.3 million subscribers. He posts videos highlighting the top tips for success from the best of the best, including Elon Musk, Warren Buffett, Kanye West, and a ton of other individuals. In this episode, Evan shares his top tips for success and approaches to investing as en entrepreneur.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:28 - What led Evan to star his YouTube channel, which now has 3.3 million subscribers?
08:24 - What Evan’s life mission is, and why it matters.
12:24 - The most common themes Evan has found in the successful people he has studied.
27:13 - How Evan approaches investing as a business owner and operator.
50:34 - How Evan is planning for the future of his business.
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.
Evan’s book, Built to Serve.
Check out Evan’s YouTube Channel.
Evan’s Top 10 Rules for Success.
Evan’s book, Your One Word.
Related Episode: Listen to MI012: Building Your Life Resume w/ Jesse Itzler, or watch the video.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Evan: Website | YouTube | Instagram
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!
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50 min

About The Intrinsic Value Podcast - The Investor’s Podcast Network

From the publisher's feed

Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio.