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

November 10, 2022MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
IN THIS EPISODE, YOU’LL LEARN:
02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method.
09:42 - How to protect your portfolios against periods of rising interest rates and recessions.
37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.
37:28 - How to allocate your investments in the most tax optimal way.
41:27 - What a money cycle is and the role it plays in your investment plan.
46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions.
56:42 - How to determine when it's time to sell some of our winners.
01:07:03 - How to use the Bucket Plan to help you rebalance your portfolio.
01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.
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: Clarity 2 Prosperity.
Check out: Alison Wealth Management.
Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.
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 Dave: 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!
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1 hr 9 min
November 08, 2022MI233: Understanding Stock Prices vs Company Value w/ Brian Feroldi
IN THIS EPISODE, YOU’LL LEARN:
02:52 - What is a stock and why do stocks have value?
04:40 - The main factors that increase a company’s value over time.
05:48 - What causes stock prices to move up and down and why this sometimes has nothing to do with company value.
07:51 - How share repurchases and dividends impact a company’s stock price and company value.
11:26 - Why the P/E can look inflated based on the market cycle, accrual accounting choices, a company's equity investments, etc.
14:04 - What factors influence a company’s reported earnings that you may need to adjust for when valuing a company.
21:06 - An overview of GAAP and non-GAAP accounting, what are the differences between the two, and which should investors focus on for valuation analysis.
24:44 - What are the main ways that earnings can be manipulated based on accounting assumptions used?
46:27 - What are some accounting warning signs to look out for that might suggest companies might be cooking their books?
49:54 - What discrepancies to look for in a company’s income statement vs cash flow statements.
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 Brian’s book, Why Does the Stock Market Go Up?.
Related Episode: You CAN Beat The Market w/ Brian Feroldi - MI082.
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 Brian: YouTube | Twitter | Blog
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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52 min
November 07, 2022REI147: Silicon Valley Tech Company Meets Real Estate Investing w/ Andrew Luong
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:54 - How Andrew started investing.
22:18 - Why he invests in single-family houses.
32:14 - What a proptech company is.
40:37 - How technology is changing the real estate industry.
48:20 - How his business model works.
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 REI007: Turnkey Properties and Multifamily Rentals w/ Antoine Martel, or watch the video.
Related Episode: Listen to REI090: The Guide to Real Estate Investing w/ Brandon Turner, or watch the video.
Related Episode: Listen to REI054: Wholesaling and Turnkey Investing w/ Kent Clothier, or watch the video.
What is house hacking?
Robert’s book The Everything Guide to House Hacking.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Website | Instagram | Twitter
Connect with Andrew: Website | LinkedIn
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54 min
November 04, 2022MI Rewind: Business Crash Course w/ Mike Michalowicz
IN THIS EPISODE, YOU’LL LEARN:
26:49 - How someone can get their very first customer, who isn’t a friend or family member.
31:24 - Why most businesses and people’s marketing plans fail.
32:45 - Why copying best practices from your competition almost guarantees your marketing will go unnoticed.
35:51 - The breakdown of the idea of the DAD or D-A-D framework.
45:40 - If Mike was able to go back to before he started his first two successful companies, or even if he is to launch a brand new business today, what he would use that he knows now that he didn’t know back then that would increase the speed and probability of his businesses’ 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.
Mike Michalowicz’s Go Get Different website.
Mike Michalowicz’s books Get Different, Profit First, The Pumpkin Plan, Clockwork, Fix This Next, The Toilet Paper Entrepreneur, and Surge.
Related Episode: Blueprint for Entrepreneurship w/ Mike Michalowicz - MI043.
All of Robert’s favorite books.
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 Mike: Website |Instagram| Facebook
Connect with Robert: Website | 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
November 01, 2022MI232: Understanding Quantitative Easing w/ Alfonso Peccatiello
IN THIS EPISODE, YOU’LL LEARN:
01:30 - What conventional monetary policy is and what are the main tools the Fed uses to achieve its two part mandate.
01:30 - What unconventional monetary policy is and why central banks use these tools.
09:26 - What is quantitative easing (QE) and how it works.
14:41 - How the use of QE leads to artificially inflated asset prices.
19:30 - How does the Fed’s quantitative tightening impact mortgage rates?
41:11 - What will happen to stock prices as the Fed unwinds its balance sheet?
54:11 - Why UK pension funds started to default and could this happen in the US?
01:00:02 - What is driving the recent strength in the dollar?
01:03:43 - What would cause the Fed to pivot from tightening to QE again?
01:05:47 - How a strong dollar impacts corporate earnings and profits.
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 Alfonso's financial writings: The Macro Compass.
Related Episode: Central Banking 101 w/ Joseph Wang - MI190.
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 Alfonso: 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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1 hr 9 min
October 31, 2022REI146: Small Real Estate Deals to Financial Freedom w/ Brian Luebben
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:54 - How Brian paid his way through college.
05:18 - How to choose the right projects (mountain) to work on.
12:36 - What the Vivid Vision is and why it’s so powerful.
22:04 - The three levels of freedom.
27:08 - How to allocate capital to achieve FIRE.
36:17 - All about co-living as the landlord.
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.
What is house hacking?
Related Episode: Listen to REI145: Rent-By-The-Room with a Twist w/ Frank Furman, or watch the video.
Related Episode: Listen to REI090: The Guide to Real Estate Investing w/ Brandon Turner, or watch the video.
Robert’s book The Everything Guide to House Hacking.
Cameron Herold’s book Vivid Vision.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Website | Instagram | Twitter
Connect with Brian: Website | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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47 min
October 28, 2022MI Rewind: You Don't Have to Go Big w/ Andrew Gazdecki
IN THIS EPISODE, YOU’LL LEARN:
08:47 - Why having a great product is not enough in today’s world and why relying on this is a losing strategy.
24:35 - What the first steps are to getting a new business off the ground.
32:04 - How to focus on one thing as an entrepreneur and how to determine what that one thing should be.
52:15 - What it means to “build in public” and why Andrew has chosen to go this route.
53:24 - How someone with a faulty sales process can fix it.
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.
All of Robert’s favorite books.
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 Andrew: Website | Twitter| LinkedIn
Connect with Robert: Website | Twitter | Instagram

HELP US OUT!
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54 min
October 27, 2022MI231: Bubble: 3.0 History’s Biggest Bubble w/ David Hay
IN THIS EPISODE, YOU’LL LEARN:
03:34 - Why David believes we are in the biggest financial bubble of all time and how did we get to this point?
05:57 - Why the Fed’s use of Modern Monetary Theory, Quantitative Easing (QE) and negative real yields have been large contributors to Bubble 3.0.
09:09 - What the difference is between QE and Modern Monetary Theory.
14:47 - What the “Fed Put” is, does it still exist, and what impact this has on the stock market.
26:28 - Why David thinks this bubble is more like the 2008-2009 period and what is different about this time.
32:44 - David thoughts on where we are in Bubble 3.0 as of 2022 and why he thinks the worst is not over.
37:23 - What is driving the dollar’s recent strength?
46:50 - David’s thoughts on owning Gold and bonds right now.
51:10 - Why David thinks now is the worst time to be a passive investor and his thoughts on the “passive indexing bubble”.
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 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: Stock Market Bubbles & Crashes w/ Scott Nations - MI197.
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 David: 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!
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1 hr 3 min
October 25, 2022MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN:
09:18 - Understanding the basics of valuations and how to interpret price multiples.
17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.
25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels.
31:35 - Why the Buffett Indicator is a valuable valuation tool and why it is saying markets are overvalued today.
38:05 - The relationship between earnings and GDP and why EPS cannot grow faster than GDP in the long run.
49:50 - Why Lance thinks bonds are the best investment right now and what investment strategy he recommends.
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: RIA Advice.
Lance’s Youtube Channel: Real Investment Show with Lance Roberts.
Lance Podcast: Real Investment Show with Lance Roberts.
Related Episode: Studying SuperInvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica - MI148.
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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1 hr 4 min
October 24, 2022REI145: Rent-By-The-Room with a Twist w/ Frank Furman
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:19 - What co-living is and how to invest using the strategy.
25:11 - What the rent-by-the-room real estate investing strategy is.
26:37 - Why offer weekly payments to tenants instead of monthly.
28:18 - How this proptech company makes money.
37:39 - Handling evictions in a rent-by-the-room strategy.
42:24 - Reporting tenant credit scores.
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.
Learn about house hacking rent-by-the-room.
Related Episode: Listen to REI042: Student Rentals by the Room w/ Ryan Chaw, or watch the video.
Related Episode: Listen to TIP448: A Way to Hedge Inflation? w/ Dan Handford, or watch the video.
All of Robert’s favorite books.
NEW TO THE SHOW?
Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
⁠Fiscal.AI⁠

Connect with Robert: Website | Instagram | Twitter
Connect with Frank: Website | LinkedIn
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50 min

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

From the publisher's feed

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