This Week in Intelligent Investing
ఛానెల్ వివరాలు
This Week in Intelligent Investing
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 Investmen...
ఇటీవలి ఎపిసోడ్లు
101 ఎపిసోడ్లు
Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas
In this episode, host Elliot Turner welcomes Yaron Naymark, founder and Portfolio Manager of 1 Main Capital. Yaron shares his origin story as a hedge...
Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss t...
Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Eric Markowitz, partner and director of research at Nightview Capital. Eric discus...
Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused...
Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom hel...
Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Jon aka Borlaug for a deep dive on the life science space, covering the bioprocess...
Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Do...
Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Daniel Prather, Director of Research at Crossroads Capital, to...
SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies
In this special episode, John Mihaljevic welcomes Simon Kold, founder of Copenhagen-based Kold Investments and author of the newly released book, On t...
Daniel Prather Unveils His Favorite Bargains in the UK Stock Market
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Daniel Prather, Director of Research at Crossroads Capital, to discu...
Phil Ordway Returns to Discuss the Equity Market Environment and Outlook
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome former co-host Phil Ordway to discuss the current environment for equity investing...
Bill Chen on Public Equity Investing in Real Estate (Part 4)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to...
Bill Chen on Public Equity Investing in Real Estate (Part 3)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to...
Bill Chen on Public Equity Investing in Real Estate (Part 2)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to...
Bill Chen on Public Equity Investing in Real Estate (Part 1)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to disc...
Christopher Tsai on Investing in an Age of Disruption
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Cap...
TWIII Podcast News, Retrospective, and Outlook
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners.
En...
Remembering Charlie Munger: Life and Legacy
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger.
Enjoy the conversati...
Shrinking Timeframes and First-Order Thinking Since the Covid Crash
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the apparently ever-shrinking timeframes of market participants and...
The Bond Market from a Value Investor’s Perspective
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the bond market from a value investor's perspective. We examine the...
Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss pricing and volume in the consumer packaged goods (CPG) sector, the...
Valuation and Capital Allocation in Declining Industries
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss valuation and capital allocation in declining industries.
Enjo...
Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap versus large-cap dichotomy, as reflected by US small c...
Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss commercial real estate and the future of offices. They debate whethe...
Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss takeaways and lessons from the Berkshire Hathaway Annual Meeting 202...
The Lagging Performance of Small-Caps: An Opportunity for Investors?
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap opportunity following a period of underperformance of...
Overconfidence, Under-Reaction, and Warren Buffett’s Investments
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buff...
Turmoil in the Global Banking System: Causes, Remedies, Opportunities
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the turmoil in the global banking system, delving into causes, remed...
The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the end of TINA ("there is no alternative" to equities) and how inve...
Thinking About Artificial Intelligence and Its Implications for Investors
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss artificial intelligence, its capabilities and shortcomings, related...
Bed Bath & Beyond and the Fleecing of the American Retail Investor
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the Bed Bath & Beyond saga and draw analogies to past case studies,...
The Opportunity in Beaten-Down, Money-Losing Growth Businesses
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss long-term investment opportunities among fast-growing but money-losi...
Private Equity and the Game of ”Volatility Laundering”
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the private equity asset class and the dangerous game of "volatility...
Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss some of the "highlights" of 2022, why it was a year to remember, and...
How to Invest When You Like the Business But Not Necessarily the Management Team
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss a type of situation often encountered by investors -- when you like...
Reflecting on the FTX Debacle and the Factors That Made It Possible
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not...
The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the Tom Russo-championed concept of "the capacity to suffer", how to...
David Einhorn on Value Investing: Will It Ever Come Back?
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss David Einhorn's recent comments on value investing, which are availa...
Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss Warren Buffett's famous 1977 essay, "How Inflation Swindles the Equi...
The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their invent...