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

April 21, 2023MI Rewind: How to Beat Inflation w/ Joe Brown
Clay Finck and Joe Brown discuss inflation, the primary drivers of high inflation, how investors can best protect themselves, and more. Joe is the founder of Heresy Financial and is extremely knowledgeable when it comes to inflation.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
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!

*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 Joe’s website.
Check out Joe’s YouTube channel.
Related Episode: Listen to MI132: Weathering Inflation With Commodities w/ Tony Greer, or watch the video.
Related Episode: Listen to WSB404: The Untold History of Money w/ Joe Brown, 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 Joe: Website | 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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57 min
April 18, 2023MI268: From Startup Executive to Angel Investor w/ Jason Kirby
Rebecca Hotsko interviews Jason Kirby about his experience with start-ups, the challenges he faced and overcame, and the changing landscape of the industry. They also discuss current trends and opportunities in the field, and much more!
Jason Kirby is the Cofounder & CEO of Thunder.vc, a tech-enabled investment bank democratizing access to capital for venture backable startups. He also has vast experience in the start up work and was an executive leader of 4 different startups that have been acquired/sold as well as is an angel investor in early stage tech startup companies.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:09 - Jason’s experience working for different start up companies.
02:31- How Jason successfully exited from some of his startups, including the story of how LiquidSky Software got acquired by Walmart?
05:09 - The challenges Jason faced when building these startups and how they overcame various obstacles.
26:59 - Why Jason transitioned to be an angel investor in early stage startup companies?
31:50 - What his investment process is like from sourcing deals, to conducting due diligence, to making investment decisions?
40:48 - Is angel investing right for you?
49:52 - How the startup landscape has changed over time?
52:14 - What are the biggest trends and opportunities shaping the industry 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: JasonKirby.com.
Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts. 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 Rebecca: Twitter | Instagram
Email: [email protected]
Connect with Jason: Website | LinkedIn

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
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47 min
April 17, 2023REI179: Resilience and Triumph w/ AJ Osborne
Patrick Donley sits down with AJ Osborne to learn about his incredible triumph over a debilitating disease which left him paralyzed and how his self-storage investments allowed him to provide for his family. We go into what his first self storage investment looked like and how he was able to scale his company without taking on outside capital. AJ also explains why self storage offers the best opportunity for investors to get involved in commercial real estate and provides some great actionable advice on first steps to get started.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:46 - How AJ was able to provide for his family after a debilitating disease left him paralyzed.
05:46 - How he started multiple companies out of a wheelchair.
16:01 - Why it’s a daily choice to be at your best mentally and emotionally.
31:01 - How they scaled the company with no outside capital.
32:00 - Why he recommends beginning investors have a W-2 income when getting started.
32:14 - Why self storage offers the best opportunity for investors in commercial real estate.
40:00 - What his first investment in self storage looked like.
40:00 - What he means by having a “margin of stupidity”?
43:18 - How he recommends approaching “mom and pop” operators.
64:45 - What does the difference between rich and wealthy means to AJ?
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.
Robert’s book The Everything Guide to House Hacking.
Growing Wealth in Self Storage by AJ Osborne.
Self Storage Income podcast with AJ Osborne.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI153: 1300 Units in 21 Months w/ Sultan of Storage, 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: Twitter
Email: [email protected]
Connect with AJ: Website | Instagram | YouTube
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1 hr 8 min
April 14, 2023MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson
Clay Finck chats with Vitaliy Katsenelson about what Vitaliy looks for in the companies he invests in, how he thinks about the discount rate in his valuation process, and more.
Vitaliy is the CEO of Investment Management Associates and is the author of the Little Book of Sideways Markets.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:03 - How Covid-19 has changed the game of value investing.
18:44 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.
21:22 - Why buying great companies might not be a good investing strategy.
30:53 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.
38:34 - What Vitaliy thinks about China’s rise as a global powerhouse and how it might affect the financial markets.
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.
Vitaliy Katsenelson’s website Contrarian Edge.
Vitaliy’s book, The Little Book of Sideways Markets.
Listen to Vitaliy’s articles here.
Related episode: Listen to MI125: Investing Like Warren Buffett w/ Jake Taylor, or watch the video.
Get a FREE audiobook from Audible.
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 Vitaliy: Website | LinkedIn | 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!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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44 min
April 11, 2023MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo
Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future.
Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
04:04 - An overview of the semiconductor industry.
07:47 - What are the different types of chips?
11:57 - Which industries are expected to drive the most growth in demand for chips in the future?
20:05 - Nick’s comparison of Nvidia and AMD for the cloud AI space.
30:44 - Why is Qualcomm the leader in chips for mobility?
33:45 - Nick’s thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments.
44:06 - The near term headwinds the chip industry could face.
45:46 - Which companies are expected to best capture the growth in market share for the automotive industry?
48:06 - Which chip companies Nick believes are undervalued at today’s price?
49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today’s price?

*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 Nick’s YouTube Channel.
Check out: Concinnus Financial.
Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane 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 Rebecca: Twitter | Instagram
Email: [email protected]
Connect with Nick: Website | LinkedIn | YouTube

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
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49 min
April 10, 2023REI178: A Masterclass in Canadian Real Estate w/ Nick Hill and Dan Foch
Patrick Donley sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast to discuss how they got their start in real estate, how their partnership developed, what’s happening in the Canadian real estate markets, what they see unfolding in the coming years and how to profit, and why it’s important to understand where we are in the debt and market cycles.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:27 - How both Nick and Dan got their start in real estate.
06:05 - Why their podcast is more data driven.
12:50 - What information we need to be gathering as investors.
14:48 - How their partnership developed.
14:48 - What their current portfolio strategy looks like.
28:30 - Who their real estate heroes are.
29:57 - What trends do they see unfolding in the coming years and how to take advantage of them?
30:02 - What’s unfolding in the Canadian real estate markets.
34:13 - Why it’s important to understand where we are in The Fourth Turning.
36:56 - How the current macro environment is affecting their strategies.
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.
Robert’s book The Everything Guide to House Hacking.
Hillybilly Elegy by J.D. Vance.
The Canadian Real Estate Investor Podcast.
Zeckendorf by William Zeckendorf.
Rental Property Investing by Brandon Turner.
The Fourth Turning by William Strauss and Neil Howe.
How the Economic Machine Works by Ray Dalio.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
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 Dan: Twitter | Website | LinkedIn
Connect with Nick: Twitter | Website
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49 min
April 07, 2023MI Rewind: The Bull Case for Uranium w/ Justin Huhn
Clay Finck chats with Justin Huhn about the overall uranium market and why Justin is bullish on the sector.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
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.
23:13 - Why nuclear reactors are currently purchasing less uranium than they actually consume.
25:53 - What has kept the nuclear energy sector from becoming a primary source of energy in the US or in other developed countries, and how might that change in the future?
42:13 - How cyclicality plays into the uranium market and where Justin believes we are at in the bull uranium cycle.
47:52 - The tell tale signs that Justin looks for when selling his uranium positions.
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.
Get access to Justin’s newsletter at Uranium Insider.
Related episode: Listen to MI068: Investing In Commodities w/ David Morgan, 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 Justin: Website | Twitter
Connect with Clay: Twitter

HELP US OUT!
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56 min
April 04, 2023MI266: Banks on the Run: Insights into the Banking Crisis & the Future of Banking w/ Joseph Wang
Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics.
Joseph is the CIO at Monetary Macro, and previously a senior trader on the Fed's trading desk.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
02:50 - An update on the current banking crisis.
06:31 - What caused Silicon Valley Bank, Signature Bank, and Credit Suisse to fail?
15:19 - What warning signs can investors look for to determine a bank is not properly managing their risks?
23:13 - Joseph’s thoughts on whether this contagion is likely to spread and cause other banks to fail.
34:15 - His main take-aways from the recent Fed meeting.
46:52 - How increased regulations could impact bank's profitability going forward.
48:19 - What’s driving the trend of declining deposits?
51:31 - Joseph’s thoughts on what the future of banking looks like, and whether we could see a bankless future or not.
57:03 - Does a “higher for longer” interest rate environment pose a major risk to the banking sector?

*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 Joseph’s book.
Check out Joseph’s Website.
Related Episode: Listen to MI190: Central Banking 101 w/ Joseph Wang, 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 Rebecca: Twitter | Instagram
Email: [email protected]
Connect with Joseph: Book | Website | Twitter

HELP US OUT!
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53 min
April 03, 2023REI177: Building Wealth One Deal at a Time w/ Patrick Donley
Patrick Donley sits down with Nick Hill and Dan Foch from The Canadian Real Estate Investor podcast where they interview Patrick on how he got started in his real estate investing career, his real estate investing strategies, the pros and cons of running a fix and flip business, why he is transitioning from residential to commercial RE, and what he’s learned being the co-host of The Real Estate 101 podcast.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:46 - How his first real estate investments went.
03:58 - What Patrick learned growing up in a real estate family.
27:08 - What the pros and cons of fix and flips are.
21:46 - How his real estate strategies have evolved over his career.
31:33 - How he is financing his deals.
31:33 - How he is transitioning from residential to commercial real estate investing.
39:18 - Why he decided to focus on just one niche in just one area.
39:18 - What it has been like hosting the Real Estate 101 podcast and his top guest takeaways.
42:56 - What his most complicated renovation project looked like.
01:00:10 - What his best investment has been.
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.
Robert’s book The Everything Guide to House Hacking.
Hillybilly Elegy by J.D. Vance.
The Canadian Real Estate Investor Podcast.
Rich Dad Poor Dad by Robert Kiyosaki.
Cashflow Quadrant by Robert Kiyosaki.
Confessions of a Real Estate Entrepreneur by James Randel.
Berkshire Hathaway Letters to Shareholders by Warren Buffett.
Richer, Wiser, Happier by William Green.
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 Dan: Twitter | Website | LinkedIn
Connect with Nick: Twitter | Website
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1 hr 2 min
March 31, 2023MI Rewind: Bitcoin is for Millennials w/ Preston Pysh
Clay and Robert chat with Preston Pysh about the role that money printing, the Federal Reserve, and debt play in the macroeconomy, the benchmark the Preston uses to measure performance against his own portfolio, and much much more!
Preston is a leading voice in the Bitcoin space, and has been a guest on the number of Bitcoin focused podcasts.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
20:45 - How Bitcoin price will perform if we see another deflationary shock in the markets.
36:52 - What the incentives are for continued Bitcoin adoption.
44:29 - The most important metrics Preston looks at to test his Bitcoin thesis.
54:08 - Why Bitcoin hasn’t hit Preston’s $100k price target.
57:43 - The potential risks that Preston sees in Bitcoin.
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.
A visual representation of Bitcoin’s growth.
Bitcoin Fundamentals show hosted by Preston Pysh.
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 Preston: Twitter
Connect with Clay: Twitter
Connect with Robert: Twitter | Instagram

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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1 hr 7 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.