The Intrinsic Value Podcast - The Investor’s Podcast Network

Bill Miller, a legendary investor celebrated for beating the market for 15 consecutive years, shares insights with Shawn O'Malley. They discuss Miller's unique investment philosophy, contrasting it with traditional value investing. He recounts early recognition of Amazon's potential, his bullish stance on Bitcoin, and the lessons learned from the 2008 financial crisis. Miller emphasizes the importance of factor diversification and the role of philosophy in shaping investment strategies, offering a compelling look into the mind of a successful investor.

Grant Norwood, the president of Norwood Energy Corporation, reveals the hidden gems in the oil and gas industry. He discusses why savvy investors should eye this lucrative sector amidst current market fluctuations. The conversation covers the key differences between passive investments and direct stakes in oil ventures. Grant shares insights on navigating the complexities of oil pricing, including the impact of green energy transitions. He also emphasizes the importance of mentorship to manage risks effectively. A must-listen for those considering this investment arena!

Shawn O'Malley, an investment expert, delves into the wisdom of Howard Marks, a legendary Wall Street investor known for his insightful memos. The discussion covers Marks's evolution in investment philosophy over 30 years, with a focus on risk management and long-term returns. They dissect how the 2008 financial crisis shaped investing strategies and highlight critical market calls. O'Malley emphasizes the importance of emotional control, recognizing market cycles, and the dangers of complacency, providing valuable lessons for contemporary investors.

Brian Feroldi, a passionate investor with a keen interest in personal finance since college, breaks down the complexities of the stock market. He discusses the lack of financial education in schools and why understanding stock value is crucial. Feroldi explains key market indices like the Dow and S&P 500, clarifying their differences. He also sheds light on why companies issue new shares or buy back their stocks and emphasizes the long-term growth of the market, encouraging a patient investment mindset.

Michael Mauboussin, author of 'More Than You Know,' teams up with Shawn O'Malley to unpack valuable insights about investment philosophy and market psychology. They discuss how the stock market functions as a complex adaptive system and the significance of having a clear investment process. Delving into the common traits of top investors, they explore how stress and biases can cloud judgment. The duo highlights the effects of innovation on markets and the importance of adapting strategies in the face of changing environments.

Jim Crider, founder of Intentional Living FP, shares insights on achieving early financial independence tailored for families. He discusses the unique financial planning challenges millennials face, emphasizing the balance between enjoying life and planning for the future. Crider also tackles information overload in today's fast-paced world and explores Bitcoin's role in financial strategies, suggesting a 10% to 20% portfolio allocation. His focus on intentional financial planning aims to help millennials navigate their financial journeys with purpose and clarity.

Shawn O'Malley, a music industry analyst, dives into the dynamics of Universal Music Group's stock and its advantages over Spotify. He discusses the exciting economics behind music labels, revealing how streaming enhances music rights value. O'Malley shares insights on Universal's unique revenue streams, its strategic positioning in the market, and the impact of AI on music creation. Plus, he examines the current valuation of Universal and touches on its foray into health and wellness initiatives within the music realm.

MJ DeMarco, an entrepreneur and international best-selling author, shares his unique journey from building a successful business to selling it. He critiques the common advice of following your passion, suggesting instead that entrepreneurs focus on market needs. MJ redefines wealth, prioritizing personal freedom over conventional financial metrics. Listeners learn about validating business ideas and the advantages of finding less competitive industries, highlighting the potential for asymmetric wealth creation through innovative entrepreneurship.

Dive into the fascinating world of investing! Discover lessons from iconic investors and their proven strategies. Explore the breakdown of intriguing companies and various investment approaches. Recap groundbreaking investing books that have shaped the market. The podcast caters to all experience levels, making complex concepts accessible and engaging. Tune in and enhance your financial knowledge as you embark on your investment journey!

Shawn O'Malley, an expert in music economics, unpacks the fascinating evolution of Spotify and its crucial role in the music industry. He explains how streaming transformed piracy's grip on music consumption. Discover why Spotify's model keeps users engaged and how they maintain a competitive edge. O'Malley also reveals Spotify's plans for profitability, challenges in royalty distribution with music labels, and the potential growth within podcasts and audiobooks. His insights into financial models will inspire aspiring investors.