This Week in Intelligent Investing podcast

What's This Week in Intelligent Investing about?

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

What's This Week in Intelligent Investing about?

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This Week in Intelligent Investing episodes:

Bill Chen on Public Equity Investing in Real Estate (Part 3)

Bill Chen on Public Equity Investing in Real Estate (Part 2)

Bill Chen on Public Equity Investing in Real Estate (Part 1)

Christopher Tsai on Investing in an Age of Disruption

TWIII Podcast News, Retrospective, and Outlook

Remembering Charlie Munger: Life and Legacy

Shrinking Timeframes and First-Order Thinking Since the Covid Crash

The Bond Market from a Value Investor’s Perspective

Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples

Valuation and Capital Allocation in Declining Industries

Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?

Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

The Lagging Performance of Small-Caps: An Opportunity for Investors?

Overconfidence, Under-Reaction, and Warren Buffett’s Investments

Turmoil in the Global Banking System: Causes, Remedies, Opportunities

The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

Thinking About Artificial Intelligence and Its Implications for Investors

Bed Bath & Beyond and the Fleecing of the American Retail Investor

The Opportunity in Beaten-Down, Money-Losing Growth Businesses

Private Equity and the Game of ”Volatility Laundering”

Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

How to Invest When You Like the Business But Not Necessarily the Management Team

Reflecting on the FTX Debacle and the Factors That Made It Possible

The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

David Einhorn on Value Investing: Will It Ever Come Back?

Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

The Cyclicality of Malthusianism, and Related Investment Implications

The Futility of Recession Forecasting as Part of an Investment Process

SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing

The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion

SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

Post-COVID Growth Curves of Growth Companies

SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All

Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting

Twitter, Berkshire Hathaway, and Corporate Governance

SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)

Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap

A Discussion of Energy: Opportunities and Challenges Facing Investors

Investing in Housing and Homebuilders: A Discussion of Sector Dynamics

SPECIAL: Max Frumes on His Book, The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street

SPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War

When Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the Chaos

SPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth Companies

Why Executive Compensation Matters | Covid Winners and Losers, and How the Market Thinks

SPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment Approach

The Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of Journalism

SPECIAL: Spencer Jakab on The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors

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