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

March 28, 2023MI265: How to Be a Successful Investor Without Picking Winners w/ Larry Swedroe
Rebecca brings back Larry Swedroe. Together they talk about why generating alpha is becoming more difficult, how competition is a significant factor in its decline and much more!
Larry Swedroe is head of the financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro.
01:43 - The difference between Alpha vs Beta.
09:39 - Why is the ability to generate alpha shrinking.
15:01 - How competition has played an increasing role in reducing alpha over time.
22:56 - What would happen if everyone went passive.
30:18 - Larry’s perspective on concentration vs diversification.
37:29 - Why good businesses are not as good investments.
59:15 - Should investors prefer dividend paying stocks over non-dividend paying stocks.

*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 Larry’s Book: The Only Guide to a Winning Investment Strategy You'll Ever Need
Check out Larry’s Book: Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals.
Check out Larry’s Book: Investment Mistakes Even Smart Investors Make and How to Avoid Them.
Check out Larry’s Book: Your Complete Guide To Factor-Based Investing
Check out Larry’s Book: The Incredible Shrinking Alpha: How to be a successful investor without picking winners
Check out: Buckingham Wealth Partners
Check out Larry’s writings: Alpha Architect.
Related Episode: Listen to MI238: A Guide To A Winning Investment Strategy w/ Larry Swedroe, 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 Larry: Twitter |LinkedIn

HELP US OUT!
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1 hr 3 min
March 27, 2023REI176: Lessons from a Serial Entrepreneur w/ Levi Benkert
Patrick Donley sits down with Levi Benkert, who is the CEO of Harbor Capital. Levi shares his incredible journey in life and real estate, they also dove into some of his many business ventures, his experience moving to Ethiopia and starting a non-profit along with several other businesses.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:14 - Why Levi may be the most interesting man on RE Twitter.
04:12 - How he bypassed college and went right into entrepreneurship.
18:44 - How he had a big gain from buying an expensive home with 5 acres and subdividing it.
18:44 - What the 2008 Great Financial Crisis was like for him.
24:07 - What his first fix and flip at 18 was like.
38:56 - Why he and his family choose to start a non-profit in Ethiopia?
38:56 - How he launched several successful businesses in Ethiopia.
48:33 - Why he returned to Texas to launch Harbor Capital and focus on industrial real estate.
59:31 - How that large gain led to further land development deals.
60:44 - What building and running an Airbnb house has been like.
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.
Richest Man in Babylon by George Clason.
Rich Dad Poor Dad by Robert Kiyosaki.
Titan by Ron Chernow.
Shoe Dog by Phil Knight.
Essentialism by Greg McKeown.
No Greater Love by Levi Benkert.
The Cashflow Quadrant by Robert Kiyosaki.
Who Not How by Dan Sullivan.
Traction by Geno Wickman.
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 Levi: Twitter | Website
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1 hr 9 min
March 24, 2023MI Rewind: Why Deflation is Key to an Abundant Future w/ Jeff Booth
Jeff Booth and Clay Finck chat about inflation and deflation, why inflation isn’t necessarily good for a healthy and thriving economy, and more. Jeff is the author of The Price of Tomorrow: Why Deflation is Key to an Abundant Future.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
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.
27:29 - Why so many people are missing the fact that deflation and technological innovation is too powerful of a force to stop.
40:09 - Why Jeff believes that Bitcoin is both an asymmetric bet and one of the safest places to store value.
46:22 - What Jeff is seeing for Bitcoin adoption from the private companies he works with.
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.
Jeff Booth’s book, The Price of Tomorrow.
Related episode: Listen to BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World, or watch the video.
Related episode: Listen to TIP294: Inflation, Deflation - Which One Is It? w/ Jeff Booth, 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 Jeff: 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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47 min
March 22, 2023REI175: An Insider’s Guide to Airbnb w/ Taylor Jones
Patrick Donley and Taylor Jones talk all about Airbnb rentals and how Techvestor is making it easier to invest in the space without all the headaches of owning and operating your own short-term rental. Taylor is the head of acquisitions for Techvestor.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:23 - What the three skillsets you need to be excellent at Airbnb.
05:23 - How the right amenities can make a huge difference in revenue.
07:10 - What Taylor’s first Airbnb personally looked like.
13:56 - How dynamic pricing strategies work to maximize revenue.
17:00 - Steps to take for your first Airbnb listing.
29:43 - What some of the common pitfalls that trip people up on Airbnb investments.
36:37 - How Techvestor is uniquely organized to capitalize on the Airbnb trend.
44:48 - Why it is important to get the acquisition price right and how to do it.
58:01 - What Taylor thinks about the murmurings of an Airbust.
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.
Good to Great by Jim Collins.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to TIP503: The Story of Airbnb and Brian Chesky, or watch the video.
Related episode: Listen to REI077: Masterclass in Self-Storage w/ Nick Huber, 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 Taylor: Twitter | Website
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1 hr 7 min
March 21, 2023MI264: How to Pick Stocks Using Earnings Estimate Revisions, Price Trends, and Valuations w/ Sam Burns
Rebecca Hotsko and Sam Burns discuss, Sam's 2023 market outlook, the strong market performance despite negative earnings revisions, and more!
Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.
Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.

IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
02:45 - The current state of the market and Sam’s outlook for 2023.
09:46 - Why the market has held up so far despite the negative revisions to analyst’s earnings estimates.
24:34 - Sam’s specialty at Mill Street research which is tracking analyst earnings revisions.
30:32 - How analyst earning revisions can be used to inform an investment strategy.
35:49 - Investment strategies related to analyst earnings revisions, including the sectors that are seeing better-than-expected revisions.
47:31 - Which sectors have seen the most downward revisions in earnings estimates?
50:06 - Which sectors Sam is most bullish on long term.
53:03 - The indicators Sam is watching that indicator the market may be on an uptrend.

*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: Mill Street Research.
Related Episode: Listen to MI255: Navigating Bubble 3.0: Is This Time Different? w/ David Hay, 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 Sam: Website | Twitter
Connect with Rebecca: Twitter | Instagram
Email: [email protected]

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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54 min
March 20, 2023REI174: Mastering Mindset for Real Estate Success w/ John Plumstead
Patrick Donley sits down with John Plumstead, who is a full-time real estate professional and owner of Gray Line Investments. They talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. How John set a goal to be on the Army football team and became captain of the team.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:34 - How John set a goal to be on the Army football team and became captain of the team.
20:45 - Why owning and operating an ice cream store provided a priceless education.
35:04 - Why having a little bit of a chip on your shoulder can be a good thing.
36:17 - Why he and his partner decided to focus on self-storage.
36:18 - What he learned about mindset and overcoming mental barriers while teaching at West Point’s Center for Enhanced Performance.
41:51 - What real estate books he would use to teach a West Point real estate class.
53:40 - What his goals are for his company, Gray Line Investments.
1:00:49 - What his top tips are for mastering a winning mindset.
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.
The Book on Rental Property Investing by Brandon Turner.
The 4-Hour Work Week by Tim Ferriss.
The Dhandho Investor by Mohnish Pabrai.
The Investor’s Guide to Growing Wealth in Self Storage by AJ Osborne.
The Commercial Real Estate Playbook — John’s podcast.
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 (@jpatrickdonley): Twitter
Connect with John: Twitter | LinkedIn | Website
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1 hr 7 min
March 17, 2023MI Rewind: Retiring at 35 w/ Steve Adcock
Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20’s.
22:01 - How much Steve and his wife had saved prior to making the leap to early retirement.
33:44 - The pros and the cons of early retirement.
41:36 - What Steve’s thoughts are on the follow your passion versus earn more money debate.
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.
Morgan Housel’s book The Psychology of Money.
Robert Kiyosaki’s book Rich Dad Poor Dad.
Thomas Stanley and William Danko’s book The Millionaire Next Door.
JL Collin’s book The Simple Path to Wealth.
Related Episode: Listen to MI041: The Simple Path To Wealth w/ JL Collins, or watch the video.
Related Episode: Listen to MI120: Bitcoin and Financial Independence w/ Jim Crider, 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 Steve: Twitter | Instagram
Connect with Clay: Twitter

HELP US OUT!
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48 min
March 15, 2023REI173: The Power of Cost Segregation w/ Yonah Weiss
Yonah Weiss does a deep dive on cost segregation. As business director at Madison SPECS, a national cost segregation leader, he’s assisted clients in saving hundreds of millions of dollars on taxes through cost segregation.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
08:02 - What his early career was like as an educator.
09:32 - How he transitioned in his 30’s to real estate after his teaching career.
23:42 - Why fix and flips weren’t for him.
24:09 - Why he feels your network is your net worth.
37:49 - How he became an expert in cost segregation.
37:49 - What cost segregation is and the tax savings it can generate.
54:31 - How bonus depreciation works and how the IRS will treat it in the coming years.
56:40 - How he continues to give back and teach through social platforms and his podcast.
01:03:11 - What the most impactful book has been for him.
01:03:22 - How he views success.
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: REI120: Tax Strategies for Real Estate Investors w/ Amanda Han, or watch the video.
Weiss Advice Podcast.
Robert’s book The Everything Guide to House Hacking.
The 7 Habits of Highly Effective People by Stephen Covey.
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 Yonah: Twitter | LinkedIn | Website
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1 hr 1 min
March 14, 2023MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson
Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more.
Dana Samuelson is the President of American Gold Exchange, Inc. with 42 years trading precious metals and rare U.S. gold and silver coins.

IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
3:00 - What rare gold coins are, and how does this investment differ from other gold/silver investments?
10:54 - How gold’s role in the monetary system has changed over time and how that’s impacted the price.
15:06 - What is the relationship between Gold, the USD, and other currencies?
23:45- How the price of gold changed after being fixed in the 1930s to then floating in 1971.
24:00 What are the main factors that drive gold prices to go up and down?
25:59 - How the money supply impacts the price of gold.
29:59 - Is there a typical market cycle for gold?
34:03 - What would happen if people lost faith in the US’s ability to service the country’s massive debt loads?
35:41 - How a payment system of gold for oil would work and is this a likely scenario?
38:41 - Could China be stocking up on gold to potentially go on a gold or silver standard?
49:30 - Dana’s outlook for gold and silver.
55:49 - Why does it matter if less dollars are used internationally?

*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: American Gold Exchange.
Related Episode: Listen to MI248: Inflation Is Here To Stay w/ Tavi Costa, 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

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!

Connect with Dana: Website | Email
Connect with Rebecca: Twitter | Instagram
Email: [email protected]
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57 min
March 13, 2023REI172: Preserving the Past Using Historic Tax Credits w/ John Blatchford
Patrick Donley chats with John Blatchford, who is the founder of Kunst, which is a developer of properties built in the 1800s. He shares his thoughts about how he got started in the preservation of historic buildings and the advantages of using historic tax credits to improve his returns.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
11:50 - Why he decided to leave his W-2 job to pursue real estate full-time.
15:37 - How he learned about the advantages of historic tax credits.
25:00 - What the business model is for his company, Kunst.
36:45 - What the process is like for applying for historic tax credits.
39:14 - How John got his start in historic buildings by purchasing a $5000 building in Cincinnati.
45:00 - What his tech stack looks like to operate his business.
45:00 - Where and how he raised the initial capital to fund his projects.
49:28 - What his best advice would be for someone interested in real estate development.
56:32 - How his love of pickleball developed.
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.
How to Win Friends and Influence People by Dale Carnegie.
War of the Worlds by H.G. Wells.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI155: Building a Boutique Property Empire w/ Moses Kagan, or watch the video.
Related episode: Listen to REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney, or watch the video.
Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, 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 John: Twitter | LinkedIn | Website
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1 hr 4 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.