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 10, 2023MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How Tony views the current market landscape and what investors can do to benefit.
29:31 - What commodities Tony expects to perform well in an inflationary environment.
29:31 - The five classes of hard assets Tony considers to hedge inflation.
35:29 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class.
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 MI068: Investing In Commodities w/ David Morgan, or watch the video.
Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, 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 Tony: 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!
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44 min
March 08, 2023REI171: The Journey to Early Retirement w/ Dave from Side Hustle Houses
Patrick Donley sits down with Dave from Side Hustle Houses on real estate Twitter, to talk about his journey to early retirement through building out his real estate portfolio. Learn the steps Dave has taken to grow his portfolio from an initial house hack to five rentals on an educator's salary, and more.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:10 - How Dave first got turned on to the concept of financial independence.
07:52 - What resources he turned toward to learn about investing and real estate.
12:50 - How he got his start with a house hacking investment.
17:59 - How he has built his portfolio on an educator’s salary.
19:08 - How he is self-managing the properties and his philosophy of being a great landlord.
42:48 - What the impact Twitter has played on his growth and learning.
44:26 - What his ultimate goals are for his portfolio and what he needs to retire.
49:55 - What his five golden value boosters he does to any property.
01:03:36 - How he is planning to spend his time once he hits FI.
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.
Your Money or Your Life by Vicki Robin and Joe Dominguez.
Losing My Virginity by Richard Branson.
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 Dave: Twitter
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1 hr 6 min
March 07, 2023MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger.
05:10 - Why having a margin of safety is key to their investment process.
09:36 - The four principles of Warren Buffett’s investing strategy.
13:14 - The different types of moats companies can have.
13:14 - How to assess whether a company has a sustainable moat.
33:42 - The key steps of valuing a company the Warren Buffett way.
33:42 - Why Buffett prefers to look at owners earnings as a valuation metric.
37:31 - What qualities and quantitative factors would indicate that a company has good management?
43:39 - How companies get on their radar.

*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: Investing Mastermind Podcast.
Check out Michelle’s Youtube.
Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, 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!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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56 min
March 06, 2023REI170: Transforming Spaces w/ Antonia Botero
Patrick Donley chats with Antonia Botero, who owns The MADDPROJECT, a boutique real estate project management and consulting firm. She talks about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:26 - What it was like growing up in a real estate family in Columbia.
08:20 - Why robotics played such an important part in her life.
27:17 - How her journey in academia shaped her.
35:22 - Why she wanted to get out into the field and learn construction hands-on.
45:04 -What repositioning a New York office building into luxury apartments was like.
49:14 - How she started her company, MADDPROJECT, and what they focus on.
01:20:00 - How the art of asking is a key skill to develop.
01:24:46 - What it’s been like designing and building her own mountain ski home in Park City.
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 Art of Asking by Amanda Palmer.
Rich Dad Poor Dad by Robert Kiyosaki.
Richer, Wiser, Happier by William Green.
Related episode: Listen to REI165: Taco-Oriented Development w/ Eric Weatherholtz, 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
Email: [email protected]
Connect with Antonia: Website | Twitter | LinkedIn
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1 hr 26 min
March 03, 2023MI Rewind: Richer, Wiser, Happier w/ William Green
Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, and much, much more!
William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
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.
38:23 - The lessons William learned in simplifying an investment approach.
45:30 - What it takes to know if you’re ready to buy individual stocks and try to outperform the market.
56:34 - The benefits of having conservative finances and how Bill Miller has influenced how he views this subject.
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.
William Green’s book, Richer, Wiser, Happier.
William Green’s book, The Great Minds of Investing.
William Green’s book, The Education of a Value Investor.
Related Episode: Listen to TIP398: Wisdom From the Greatest Investors w/ William Green, or watch the video.
Related Episode: Listen to MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead, 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 William: 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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1 hr 20 min
March 01, 2023REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro
Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
17:27 - How Donovan got his start in house hacking.
17:39 - What the pros and cons of house hacking are.
17:39 - What resources and first steps would he recommend to beginning investors?
27:15 - What it took to break into the development world.
33:01 - Why he jumped from house hacking to developing duplexes.
37:40 - What the steps are from purchasing a vacant lot to the final end product.
40:32 - How he went about raising capital.
57:09 - What his exit strategy is plus his plans for the future.
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.
Rich Dad Poor Dad by Robert Kiyosaki.
The Go Giver by Bob Burg.
Set for Life by Scott Trench.
Richer, Wiser, Happier by William Green.
Related episode: Listen to MI215: The Everything Guide to House Hacking w/ Robert Leonard, or watch the video.
Related episode: Listen to REI090: The Guide to Real Estate Investing w/ Brandon Turner, 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 Donovan: Website | Twitter | LinkedIn | Instagram
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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1 hr 13 min
February 28, 2023MI261: Building a Second Brain w/ Tiago Forte
Rebecca Hotsko chats with Tiago Forte about "Building a Second Brain," including how it enhances productivity, improves creativity, helps manage information overload, and much more!
Tiago Forte is the Creator of Building a Second Brain, Founder at Forte Labs where he helps people improve their productivity using the principles, techniques, and tools of design thinking.

IN THIS EPISODE, YOU’LL LEARN:
0:00 - Intro
02:38 - What “Building a Second Brain” is and how it can help us be more productive, and creative to improve our informational life.
11:40 - How to use your Second Brain to deal with information overload.
20:17 - How to improve productivity by prioritizing tasks in the most efficient way.
23:26 - Tiago’s approach to making and tackling a to-do list in the most productive way.
29:43 - What are some common pitfalls he sees individuals make that hold them back from reaching their goals?
39:18 - The difference between having a goal vs a project.
41:04 - How Building a Second Brain can help us become better investors.

*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: Building a Second Brain.
Tiago’s writings: Forte Labs Blog.
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 Tiago: Twitter | LinkedIn
Connect with Rebecca: Twitter | Instagram
Email: [email protected]

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52 min
February 27, 2023REI168: The Road to Commercial Real Estate Success w/ Matt Lasky
Patrick Donley and Matt Lasky do a deep dive on commercial real estate and what it takes to succeed in the business.
Matt brings over a decade of experience in commercial real estate investing, leasing, finance, portfolio and asset management to his role as Managing Partner at Equity Velocity Funds.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:21 - Why Matt chose a career in commercial real estate instead of a more traditional finance path.
04:21 - What the first year was like in the commercial brokerage industry.
08:13 - How a younger person can add value to senior partners.
11:52 - How much a CRE broker can expect to make in their first few years in the business.
40:42 - Why he focuses on medical office buildings.
48:11 - What happened in one of his worst deals and how he dealt with it.
59:59 - How he would recommend someone scale a commercial brokerage business.
01:02:54 - What asset class he is not working in, but keeps thinking about.
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.
Rich Dad Poor Dad by Robert Kiyasaki.
Richer, Wiser, Happier by William Green.
Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, or watch the video.
Related Episode: Listen to REI160: The Fundrise Approach w/ Ben Miller, 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 Matt: Website | Twitter
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1 hr 1 min
February 24, 2023MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher
Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
09:10 - What ESG investing is, and why it’s a focus of James’ fund.
16:29 - Whether ESG investing enhances, or hinders long-term returns.
22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.
27:34 - What emerging markets James’ fund invests in.
44:53 - How James thinks about the role of cash in a portfolio.
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 Ethos Investment Management.
Check out Young Investors Society.
Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.
Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, 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 James: Website | LinkedIn
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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54 min
February 23, 2023MI260: Top Stock Picks For 2023 w/ Logan Kane
Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:12 - How to be a better bull with IJR and IJH.
03:12 - What’s the difference between tactics and strategies?
16:31 - Are the new AI platforms like ChatGPT a major threat to Google’s status as the top search engine platform long term?
18:17 - How to be a better bear with VMSXX and VMFXX.
26:35 - Why bank stocks are Logan’s top stock picks for 2023, and which banks he thinks offer the best risk/reward opportunities.
35:46 - What return stacking is and how this strategy works?
46:02 - An overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA.
57:22 - His thoughts on the Grayscale Bitcoin ETF (GBTC).
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 Logan’s articles: Seeking Alpha.
Check out Logan’s writings: Substack.
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 Logan: Seeking Alpha
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!
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1 hr

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.