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

February 08, 2023REI163: The Insider’s Edge to Real Estate w/ James Nelson
Patrick Donley talks with James Nelson who is a Principal and Head of Avison Young’s Tri-State Investment Sales group. They talk about his newly released book, The Insider’s Edge to Real Estate Investing, his story on how he became involved with the Fraternity of Excellence and men’s success coaching, and so much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:28 - What inspired James to write The Insider’s Edge to Real Estate Investing?
06:43 - How to go about building a winning team.
32:46 - What some of his biggest lessons from his guests on his podcast have been?
37:31 - Why he thinks real estate is a better investment opportunity than the stock market.
41:41 - Why specializing and finding the right niche is so important.
51:34 - What properties to buy to beat rising interest rates.
58:24 - What the number one thing to look for in a great real estate deal is.
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 Insider’s Edge to Real Estate Investing by James Nelson.
Can’t Hurt Me by David Goggins.
Knowing Isn’t Doing by Rod Santomossimo.
Building Legacy Wealth by Terry Moore.
Rich Dad Poor Dad by Robert Kiyasaki.
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 James: Website | Instagram
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1 hr 2 min
February 07, 2023MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
Rebecca chats with David Hay. Together, they engage in conversation regarding David's market outlook for 2023, the reasons behind his belief in an earnings recession, and various other topics.
David Hay is a longtime investment advisor, where he is currently the Chief Investment Officer at Evergreen Capital. He is also a financial author and recently wrote the book titled: Bubble 3.0: History’s Biggest Financial Bubble.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:51 - Why David believes we will have an earnings recession and markets have yet to price this in.
09:55 - How the tremendous amount of government debt that needs to be issued and rolled over could mean interest rates go up in a recession.
13:41 - Why David believes we could see inflation come back.
17:45 - What impact China’s reopening could have on the US economy and the Fed’s goal of achieving a “soft landing”.
23:47 - David’s outlook on energy and why thinks we could see a third year of outperformance.
27:12 - David’s investment thesis behind USO, Shell PLC and CTRA.
40:18 - David’s outlook on the uranium sector and thesis on Sprott Physical Uranium Trust.

*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 David’s financial writings: Haymaker.
Check out David’s book: Bubble 3.0: History’s Biggest Financial Bubble (audiobook on Awesound) USE DISCOUNT CODE: MINVEST33
Related Episode: Listen to MI231: Bubble 3.0 History’s Biggest Financial Bubble 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 Robert and Rebecca’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
Connect with David: Twitter | 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!
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58 min
February 06, 2023REI162: The Power of Mindset w/ Jeff Higgins
Patrick Donley talks with Jeff Higgins about building a self-managed portfolio, managing remote rentals, and his learnings from being a men’s success coach.
Jeff is a real estate investor with a portfolio of 87 units — 57 in Massachusetts and 30 in Florida. He self-manages his properties and is also a licensed broker in both states. He also works as a men’s success coach for the Fraternity of Excellence, where he helps men find their inner strength and counsels them on their finances.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
05:15 - How Jeff became involved with the Fraternity of Excellence and men’s success coaching.
07:27 - What his inspiration to invest in real estate was.
16:41 - What entering the Florida market has been like.
27:43 - How he trained his handyman to handle property management.
29:02 - Why he prefers Section 8 rentals.
35:01 - How he self-manages 87 properties in two different states.
42:25 - Why the poem “If” by Rudyard Kipling is his favorite poem to learn to be mentally strong.
52:54 - What the most common mental barriers holding people back are.
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.
Richer, Wiser, Happier by William Green.
The Confident Mind by Dr. Nate Zinsser.
How I Turned $1000 into Five Million in Real Estate by William Nickerson.
How to Make Money in Stocks by William O’Neil.
Fraternity of Excellence.
If by Rudyard Kipling.
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 Jeff: Website | Twitter | Instagram
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1 hr 3 min
February 03, 2023MI Rewind: Venture Capital Investing w/ Kevin Siskar
Kevin Siskar talks about venture capital investing, the types of companies emerging in the venture capital space, how you can shift yourself to have a growth mindset, and more!
Kevin Siskar is the Vice President of Portfolio & Selection at 43North, where he has built a portfolio of over 150 early-stage technology startup companies.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:01 - What types of companies 43North looks to invest in.
07:29 - What types of industries are currently most exciting from Kevin’s point of view?
11:16 - How studying human behavior can help you as an investor.
23:02 - The differences between working at a large corporation and working at a smaller company.
44:53 - How luck has played into the companies that Kevin has worked 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.
Visit Kevin’s blog.
Visit 43North’s and Finta’s websites.
Related Episode: Listen to MI071: How To Become A Successful Entrepreneur w/ Sean Castrina, or watch the video.
Related Episode: Listen to MI117: Impact Investing and Partnerships w/ Zachary Conway & Adrian Grenier, 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 Kevin: Website | Twitter | 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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51 min
February 02, 2023MI254: Market Anomalies Every Investor Should Know w/ Colin Slabach
Rebecca Hotsko chats with Colin Slabach, who is a professor at NYU, Faculty lead for Masters in Financial Planning program. They talk about what behavioral finance is, his thoughts on the major anomalies that persist in markets, his views about the top behavioral biases investors make and so much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:08 - What behavioral finance is and how it differs from mainstream financial theory.
05:49 - What behavioral finance helps us understand and the implications it has on markets.
07:33 - Some of the major anomalies that persist in markets and the behavioral explanations as to why they exist.
17:17 - Why is it difficult for the average investor to profit from one of these strategies?
24:17 - The top behavioral biases investors make and how they impact investing decisions and outcomes.
24:17 - Colin’s advice on how we can overcome negative behavioral tendencies.
33:54 - Behavioral explanations as to why there are market cycles and deep recessions.
33:54 - Why behavioral biases are hard to profit from in 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.
Check out: Colin's Profile.
Related Episode: Listen to MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison, 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 Robert and Rebecca’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 Colin: Twitter | LinkedIn
Connect With Rebecca: 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!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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58 min
February 01, 2023REI161: A Better Way to Build Wealth w/ Sean O’Dowd
Patrick Donley talks with Sean O’Dowd about why he thinks there is a better way to build wealth through starting a business and using the profits to buy real estate investments.
Sean graduated from the University of Pennsylvania’s Wharton School and worked at Boston Consulting Group. He left behind this traditional path to success to take a bet on himself and built a one-man consulting shop and dumps all of his profits into real estate.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
09:28 - How buying a diamond engagement ring provided the impetus to start a consulting side hustle.
05:25 - What he learned working for one of the top consulting firms in the country.
05:25 - How he grew his side hustle into a one-man consulting shop that nets $500,000 per year.
12:57 - Why picking the right partner in life is so important.
24:04 - What his current real estate strategy is that has proven much more profitable?
33:18 - Why his first real estate investments didn’t pan out.
55:59 - Why does he think house hacking is a terrible idea?
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.
Hero of the Empire by Candice Millard.
But What If We’re Wrong? by Chuck Klosterman.
How to Get Rich by Felix Dennis.
Give and Take by Adam Grant.
Richer, Wiser, Happier by William Green.
Atomic Habits by James Clear.
Check out Upwork.
Check out Catalant.
Check out Hemlane.
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 Sean: Website | YouTube | Twitter | LinkedIn
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1 hr 23 min
January 31, 2023MI253: The Bull Case For Commodities w/ Lucas White
Rebecca Hotsko chats with Lucas White, the portfolio manager at GMO for The Resources and Climate Change Strategies and a partner of the firm. They talk about his outlook for the energy sector, why he thinks energy is still very cheap and undervalued, his views on clean tech companies, and more.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:19 - His outlook for the energy sector and the main drivers of performance for the sector long term.
02:25 - Why Lucas thinks energy is still very cheap and undervalued at today’s prices, even after the price run up in 2022.
23:58 - Which segments of the market he thinks are most attractive in this space and offer the greatest opportunities long term?
29:56 - His views on clean tech companies and the opportunities he sees in this space.
29:56 - His thoughts on coal companies transitioning to clean energy and why this may actually reduce shareholder value.
39:31 - How today’s energy crisis is different from previous ones, such as the 1970s oil shock.
41:50 - How the move towards net zero climate targets will change the demand for resources.
41:50 - Which resources will benefit the most from this transition?
41:50 - Why he believes copper is the most important resource required to meet the need and demand for the energy transition.
46:37 - Why Lucas prefers investing in the equities that are producing commodities rather than the commodities themselves.
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: GMO Climate Change and GMO Resources.
Related Episode: Listen to MI235: Investing in Uncertain Times w/ Louis Gave, 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 Robert and Rebecca’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:
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Connect With Lucas: Website | LinkedIn
Connect With Rebecca: Twitter | Instagram

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48 min
January 30, 2023REI160: The Fundrise Approach w/ Ben Miller
Patrick Donley talks with Ben Miller about how his company, Fundrise, is using technology to build a better financial system for the individual investor. Ben Miller is Co-Founder and CEO of Fundrise.
Since launching America’s first online real estate investment platform in 2012, Fundrise has now become the largest direct-to-investor alternatives investment manager with more than 385,000 active investors, more than $3.3 billion worth of equity under management, and $7 billion worth of real estate transacted.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:14 - What Ben’s early years were like growing up in a real estate family.
05:41 - Why his mentor wished upon him a great failure for his first start-up.
07:11 - How the idea for Fundrise developed.
11:28 - How he handled the 2008 Great Financial Crisis.
24:57 - What the regulatory hurdles were like starting the company.
35:04 - Why Fundrise is more of a technology company that a real estate firm.
48:23 - How inflation and rising interest rates have affected the market.
01:07:46 - What trends are most exciting to him at the moment.
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.
Onward, a Fundrise podcast.
Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, 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 Ben: Website | Instagram |Twitter
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1 hr 8 min
January 27, 2023MI Rewind: Tesla Deep Dive w/ Ryan Reeves
Ryan Reeves does a deep dive on Tesla with Clay Finck. They talk about Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, the future of the automotive industry, and much, much more!
Ryan has been investing since the age of 12, and is now Founder and CEO of Investing City, an independent equity research platform.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:18 - Ryan’s overall investment strategy.
06:13 - How Ryan thinks about the valuation of the high quality companies he invests in.
15:12 - How inflation might affect a growth portfolio.
17:11 - The implications of the partnership between Tesla and Hertz.
24:18 - All of Tesla’s business segments, and which have the most potential to take Tesla’s stock to new highs in the future.
35:00 - Elon Musk’s role in the company’s success.
50:05 - What the biggest risks are for investors in Tesla’s stock.
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 MI055: Stock Picking Strategies and Lessons in Investing w/ Ryan Reeves, or watch the video.
Related Episode: Listen to MI074: Airbnb & DoorDash IPOs And A Deep Dive Into Square w/ Ryan Reeves, 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 Ryan: Website | Twitter | 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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56 min
January 26, 2023MI252: ETF Deep Dive w/ Andrew Kadjeski
Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:07 - How the ETF structure and ecosystem work.
07:55 - How to compare ETFs with similar objectives but different indices and determine which is better.
09:45 - The purpose of the indexes that ETFs track.
10:58 - Why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012.
13:48 -The three main costs associated with ETFs.
13:48 - When and how ETF take their fees?
13:48 - Why investors should avoid trading ETFs really early in the open of a market open.
20:56 - Why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets.
23:03 - What are some ways that ETFs can be used for short term goals?
24:16 - The two types of capital gains investors need to be aware of with ETFs.
27:42 - The difference between CAD listed vs US listed ETFs that track the same market.
32:34 - Why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount?
32:34 - When is the best time to buy international ETFs?
38:45 - For investors building a portfolio using several ETFs, the importance of keeping a consistent exposure to the same index.
49:29 - What differentiates Vanguard from other ETF providers?
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: Currency Hedging Decision.
Related Episode: Listen to MI244: Mastering Factor Investing w/ Wes Crill, 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 Robert and Rebecca’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 Andrew: Website | LinkedIn
Connect with Rebecca: 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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49 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.