The Intrinsic Value Podcast - The Investor’s Podcast Network

Eric Jorgenson, author of The Almanack of Naval Ravikant and the Anthology of Balaji, discusses key learnings from writing the Almanack, building the future according to Balaji, Balaji's bitcoin bet, and Eric's new role at Scribe media.

Robert Leonard and Chris Naugle discuss the concept of “infinite banking.” They cover what it is, how to use it to get out of debt, who uses it successfully, and how to use it to build wealth. They also touch on the difference between whole life insurance and mutually owned whole life insurance, using life insurance to buy cars, and building wealth with insurance companies.

Lawrence Cunningham discusses Warren Buffett’s focus on value, long-term perspective, importance of self-reflection, capital efficiency metrics, and identifying under the radar businesses. They explore the role of quality shareholders and the exceptional nature of certain businesses. They also discuss the importance of learning from mistakes, using NetSuite for business operations, and the significance of self-reflection in investment decision-making. Additionally, they touch on Berkshire Hathaway’s dividend history, Warren Buffett’s acquisitions through personal connections, and finding a balance between autonomy and oversight in business.

Codie Sanchez, a reformed journalist turned institutional investor, talks about her contrarian thinking, the drawbacks of rental properties, and strategies to generate cash flow with limited funds. They also discuss whether money can buy happiness and the importance of aligning values with goals. Furthermore, they explore the risk and potential of investing in Airbnb properties and boring businesses like laundromats.

Adam Seessel, an expert in value investing, discusses the importance of R&D spend, buying quality businesses over cheap ones, and the significance of studying network effects in the digital age. He also introduces his BMP method and applies it to Texas Instruments. The podcast explores the evolving value investing mold, embracing tech for value creation, and questioning the strict adherence to Benjamin Graham's principles.

Former NFL pro-bowler and Super Bowl winner, Cliff Avril, discusses his transition to real estate investing, tax saving strategies, investment in a professional pickleball team, and philanthropy through the Cliff Avril Family Foundation. He shares insights from his football career, how he got started in real estate, and the lessons he learned. Avril also talks about his luxury spec homes strategy, exploring different real estate markets, and involving children in mentoring activities.

In this episode, Clay Finck chats with Joe Brown, an expert on inflation and its impact on the economy. They discuss topics such as what inflation is and why it exists, how investors can protect themselves against inflation, winners and losers in an inflationary system, whether stocks are a good inflation hedge, and the unintended consequences of price controls in the economy.

Mary Buffett and Sean Seah discuss Warren Buffett's aversion to financial leverage, his use of float, and his love for monopolies. They also explore simple ways to find new investing ideas, Warren's thought process on holding Coca-Cola when it was overpriced, strategies for developing patience and discipline, and the power of meditation for investing.

Brennan Schlagbaum, a certified public accountant and investment coach, discusses the importance of financial education, paying off debt, investing in a brokerage account, and the benefits of budgeting. He also highlights the flaws in our financial education system and the future of low-cost resources. Common mistakes made by new investors are also discussed.

"The Investor’s Podcast Network" welcomes Bill Nygren and Robert Bierig. They discuss Harris Associates' value-based investing strategy, their unique consensus-building process, an exciting underpriced business they've added, undervalued industries, and the importance of regular stock reevaluation. Listen in for timeless strategies and new insights!