أفضل بودكاسات Intelligent Investing (2025)

1
Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas 1:09:59

20d ago1:09:59

1:09:59

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 fund manager, discusses his investment philosophy, assesses the current market environment, and dives into his highest-conviction and newest ideas. Enjoy the conversation! The primary purpose of this …

1
Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS 1:43:16

4M ago1:43:16

1:43:16

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 the investment case for AST SpaceMobile (Nasdaq: ASTS), a satellite designer and manufacturer based in Midland, Texas. Enjoy the conversation! The primary purpose of this podcast is to educate and info…

1
Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive 59:25

8M ago59:25

59:25

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Eric Markowitz, partner and director of research at Nightview Capital. Eric discusses a broad range of topics, including his path in journalism and investing as well as his current research into how the world's oldest and most resilient businesses stay alive. Enjoy the conversation…

1
Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS 1:18:58

8M ago1:18:58

1:18:58

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetin…

1
Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More 1:17:07

9M ago1:17:07

1:17:07

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom helps us understand the brain and how we think; where curiosity comes from and how it manifests; why love-organized systems are superior; and how these insights can make us better investors (though that'…

1
Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing 1:21:14

9M ago1:21:14

1:21:14

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 bioprocessors, CRO/CDMOs, and the diagnostics companies. Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. We go in depth on why life science compani…

1
Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook 1:32:34

9M ago1:32:34

1:32:34

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semiconductor industry, on topics like the key questions on how the industry is leading AI forward, the big winners of the AI race, an intriguing investment op…

1
Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis 57:24

11M ago57:24

57:24

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss Google's ongoing antitrust issues. For related research, see Crossroads Capital's Trust Busting Update and Google Breakup Risk Research. For additional insights, visit https://www.crossroadsca…

1
SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies 46:28

12M ago46:28

46:28

In this special episode, John Mihaljevic welcomes Simon Kold, founder of Copenhagen-based Kold Investments and author of the newly released book, On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability. For more, visit https://www.simonkold.com Enjoy the conversation! The primary purpose of this podcast is…

1
Daniel Prather Unveils His Favorite Bargains in the UK Stock Market 1:15:39

1y ago1:15:39

1:15:39

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss investment opportunities in the UK stock market. Daniel shares the investment theses behind three of his favorite ideas. For additional insights, visit https://www.crossroadscap.io/insights Enjoy t…

1
Phil Ordway Returns to Discuss the Equity Market Environment and Outlook 1:00:22

1y ago1:00:22

1:00:22

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome former co-host Phil Ordway to discuss the current environment for equity investing and where returns might come from going forward. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests…

1
Intelligent Investing, Glenn Leest, Navigating America's Debt Crisis and Protecting Your Wealth 21:55

1y ago21:55

21:55

Is America's financial future in jeopardy? Join us as we tackle the critical issues surrounding the skyrocketing national debt and the controversial economic policies driving it. This episode promises to unravel the complex interplay between traditional economic theories and modern monetary theory, shedding light on the implications of GDP, inflati…

1
Intelligent Investing, Glenn Leest, Understanding Supply and Demand and Their Impact on Daily Life 24:53

1y ago24:53

24:53

Ever wondered why the latest must-have toy can send parents into a frenzy, or why the price of your groceries seems to keep climbing? We promise you'll gain a deep understanding of these economic mysteries in our latest episode featuring Glenn Least of WT Wealth Management. Together, we unravel how the simple laws of supply and demand have shaped u…

1
Bill Chen on Public Equity Investing in Real Estate (Part 4) 55:11

1+ y ago55:11

55:11

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill addresses premortem failure analysis, management quality, and related topics. This conversation is part four of a multi-part series. Enjoy the con…

1
Bill Chen on Public Equity Investing in Real Estate (Part 3) 1:04:24

1+ y ago1:04:24

1:04:24

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill explains how investors should think about the capital structure of REITs. He highlights Vornado Realty Trust as an example. This conversation is p…

1
Bill Chen on Public Equity Investing in Real Estate (Part 2) 1:11:38

1+ y ago1:11:38

1:11:38

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. This conversation is part two of a multi-part series. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, …

1
Bill Chen on Public Equity Investing in Real Estate (Part 1) 1:07:32

1+ y ago1:07:32

1:07:32

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor's perspective. Bill had presented his thesis on large-cap multifamily REITs at Best Id…

1
Christopher Tsai on Investing in an Age of Disruption 1:49:43

1+ y ago1:49:43

1:49:43

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. The trio covers a range of topics, with particular focus on intelligent investing in an age of disruption. Christopher delivered a related talk at The Zurich Project 2023, hosted by …

1
Intelligent Investing with Glenn Leest: AI Revolution and Its Market Implications Amidst Election Year Politics 24:31

1+ y ago24:31

24:31

Embark on a journey into the financial and technological future as Glenn Least from WT Wealth Management joins us to dissect the AI revolution's impact on everything from NVIDIA's soaring stock to our very way of life. You'll be privy to our enlightening banter about the rise of large language models like ChatGPT, deep machine learning's infiltrati…

1
Intelligent Investing with Glenn Leest: Unveiling the Intricacies of the US Banking System and the Rise of Digital Currencies 25:34

1+ y ago25:34

25:34

Prepare to fortify your financial know-how as Glenn Lee from WT Wealth Management joins us to dissect the complex organism that is the US banking system. This episode promises to not only reveal how banks truly work but also demystify the pivotal concept of fractional reserve banking, where banks hold only a fraction of your deposits. We scrutinize…

1
TWIII Podcast News, Retrospective, and Outlook 19:26

1+ y ago19:26

19:26

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content …

1
Building a Solid Financial Foundation with Insights from Glenn Leest 21:45

2y ago21:45

21:45

Unlock the secrets to a prosperous financial future with the assistance of Glenn Leest from WT Wealth Management, who's here to guide you through the building blocks of savvy investing. Eager to understand how compound interest can work wonders for your wallet? Glenn unpacks the mesmerizing power of starting your investment journey early, illustrat…

1
Remembering Charlie Munger: Life and Legacy 44:56

2y ago44:56

44:56

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construe…

1
Shrinking Timeframes and First-Order Thinking Since the Covid Crash 54:35

2y ago54:35

54:35

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the apparently ever-shrinking timeframes of market participants and the first-order thinking in place since the covid crash. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or…

1
The Bond Market from a Value Investor’s Perspective 43:27

2y ago43:27

43:27

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 risk-reward of fixed income in the current market environment. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by ho…

1
Intelligent Investing #78 Glenn Leest, Investing in your Mental Health with Casey Dubravcic 24:19

2y ago24:19

24:19

Join us, Glenn Leest and Jeff Oravits, as we chat with Casey Dubravcic in this compelling episode of Intelligent Investing with Glenn Leest. We delve into a topic of utmost importance: the profound significance of investing in your mental health. Our discussion centers on the idea that your mental well-being is not just a part of your life – it's y…

1
Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples 59:37

2y ago59:37

59:37

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss pricing and volume in the consumer packaged goods (CPG) sector, the impact of GLP-1 agonists, and whether big tech should be seen as the new staples. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opini…

1
Intelligent Investing #77 Glenn Leest, How Glenn became an Financial Advisor & How to be an Intelligent Investor 16:29

2y ago16:29

16:29

In this episode, Glenn Leest takes you on a personal journey through his career and shares how he became a senior investment advisor. But this episode isn't just a tale of personal growth; it's a roadmap for anyone looking to navigate the world of investing. So, whether you're a financial novice or a seasoned pro, tune in to discover how Glenn got …

1
Intelligent Investing #76 Glenn Leest, Evolution of artificial Intelligence 22:04

2y ago22:04

22:04

In this episode, join Glenn Leest as we continue to delve into the fascinating and rapidly evolving landscape of Artificial Intelligence (AI) across various industries. We discuss the positive and negative implications of AI and the importance of responsible AI development. This episode isn't just for tech aficionados or finance professionals; it's…

1
Intelligent Investing #75 Glenn Leest, The Basics of Artificial Intelligence 31:37

2y ago31:37

31:37

In this episode, join Glenn Leest as we delve into the fascinating and rapidly evolving landscape of Artificial Intelligence (AI) across various industries. We discuss the basic functions of AI as well as the positive and negative implications. We also discuss the importance of responsible AI development. This episode isn't just for tech aficionado…

1
Intelligent Investing #74 Glenn Leest, The Origins of ESG 40:20

2y ago40:20

40:20

The Origins of ESG What is PRI: · Principles for Responsible Investment (PRI) is a set of six principles that provide guidance to investors on how to incorporate environmental, social, and governance (ESG) factors into their investment decisions. The PRI was founded in 2006 by a group of investors, and it now has over 4,000 signatories, which repre…

1
Valuation and Capital Allocation in Declining Industries 55:32

2y ago55:32

55:32

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss valuation and capital allocation in declining industries. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content sh…

1
Intelligent Investing #73 Glenn Leest, What is ESG? 17:09

2y ago17:09

17:09

What is ESG? Environmental: This includes factors such as a company's impact on the environment, its use of natural resources, and its emissions of greenhouse gases. Social: This includes factors such as a company's labor practices, its treatment of employees, and its impact on the community. Governance: This includes factors such as a company's co…

1
Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap? 52:08

2y ago52:08

52:08

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 caps recently hitting a 22-year low versus large caps (measured as the ratio of the Russell 2000 to the Russell 1000). We debate whether the time has come to seek outperformance in small caps versus la…

1
Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors? 48:19

2+ y ago48:19

48:19

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss commercial real estate and the future of offices. They debate whether commercial real estate offers an opportunity for contrarian investors. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expre…

1
Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023 52:39

2+ y ago52:39

52:39

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss takeaways and lessons from the Berkshire Hathaway Annual Meeting 2023. Phil kicks off the episode with a personal recap of his trip to Omaha. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expr…

1
Intelligent Investing #72 Glenn Leest, The Basics of Commodities Part 2 24:13

2+ y ago24:13

24:13

Gold and Silver and Lithium Gold, its been around forever and we used to tie our currency to it. What role does it play in our lives today and in our portfolios? · Gold is one of the most valuable and sought-after metals in the world and has been used for thousands of years as a currency, a symbol of wealth, and in jewelry and decorative arts. · Th…

1
The Lagging Performance of Small-Caps: An Opportunity for Investors? 57:55

2+ y ago57:55

57:55

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap opportunity following a period of underperformance of small-cap versus large-cap stocks. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own.…

1
Intelligent Investing #71 Glenn Leest, The Basics of Commodities Part 1 25:48

2+ y ago25:48

25:48

Commodities – Oil and Natural Gas 1) This episode is all about commodities, why did you choose to cover this topic? And what are you hoping the listeners get out of it? · Commodities should have a part in every investor’s portfolio, so it is important to understand what they are, how they work, and the differences between them. 2) So, what are comm…

1
Intelligent Investing #71 Glenn Leest, The Federal Reserve 25:05

2+ y ago25:05

25:05

The Federal Reserve in More Detail 1. We have covered the federal reserve in previous episodes, why are you doing another episode on it? a. The Federal Reserve has been more prominent in the daily lives of Americans over the past 3 years. b. The policies they set are impacting all Americans, so understanding its function will help us be well inform…

1
Intelligent Investing #70 Glenn Leest, The US Banking System Part 1 25:34

2+ y ago25:34

25:34

The US Banking System Part 1 1. Why are you doing an episode on the banking system? o With the recent failure of SVB and other banks, educating my clients and others about how our banking system works will help us be better investors. o The more you understand about our monetary, the more you will be able to understand what is happening with our mo…

1
Overconfidence, Under-Reaction, and Warren Buffett’s Investments 54:07

2+ y ago54:07

54:07

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buffett's Investments", by John S. Hughes, Jing Liu, and Mingshan Zhang. The paper is available at https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1635061 Enjoy the conversation! The primary purpose o…

1
Turmoil in the Global Banking System: Causes, Remedies, Opportunities 1:22:37

2+ y ago1:22:37

1:22:37

In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the turmoil in the global banking system, delving into causes, remedies, and opportunities for intelligent investors. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests…

1
Intelligent Investing #69 Glenn Leest, Unhealthy and Healthy Expectations if you work with an Advisor Part 2 of 2 25:37

2+ y ago25:37

25:37

Unhealthy and healthy Expectations if you work with an Advisor Part 2 of 2 Lets pick up from last week and review why discussing unhealthy expectations of your advisor will help you be a happier and more successful investor. Unhealthy Expectation #1: My advisor or any advisor is out there to get me or to rip me off. Unhealthy Expectation #2: If I l…

1
Intelligent Investing #68 Glenn Leest, Unhealthy and Healthy Expectations if you work with an Advisor Part 1 of 2 26:09

2+ y ago26:09

26:09

Unhealthy and healthy Expectations if you work with an Advisor Part 1 of 2 Glenn, you have been doing this for over a decade, I am sure you have had a lot of great people you have worked with, but I would also imagine you have worked with people who are difficult or have unhealthy expectations. Why are you wanting to do this series on having reason…

1
The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply? 53:13

2+ y ago53:13

53:13

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 investors should think about protecting and growing wealth in a treacherous environment. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or op…

1
Thinking About Artificial Intelligence and Its Implications for Investors 48:02

2+ y ago48:02

48:02

In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss artificial intelligence, its capabilities and shortcomings, related trends, and implications for investors. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their…

1
Bed Bath & Beyond and the Fleecing of the American Retail Investor 51:49

2+ y ago51:49

51:49

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, including DryShips and Hertz. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neit…

1
Intelligent Investing #67 Glenn's Tips to being a Successful Investor in a Down Market The Do's and Do Nots Part 2 of 4 25:42

2+ y ago25:42

25:42

In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 2 Glenn unpacks concerns and how he walks clients through these concerns. He also explores the truth and the misconceptions about each. 1) Should I move everything to cash? 2) I only want to invest when stocks are going up 3) Why is my por…

1
Intelligent Investing #66 Glenn's Tips to being a Successful Investor in a Down Market The Do's and Do Nots Part 1 of 4 24:51

2+ y ago24:51

24:51

In this episode Glenn explores tips to being a Successful Investor in a Down Market The Do's and Do Not's Part 1 of 4 Glenn unpacks concerns and how he walks clients through these concerns. He also explores the truth and the misconceptions about each. 1) Glenn I am sure you have been a lot of calls recently about what to do in a down market. What t…

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