The Intrinsic Value Podcast - The Investor’s Podcast Network

Andy Edstrom discusses why Bitcoin is a valuable addition to investment portfolios, how to evaluate its worth, potential strategies to avoid market peaks, and Bitcoin's comparison to gold & fiat. Topics include the 14 characteristics of money, El Salvador's adoption of Bitcoin, and the US government's stance on cryptocurrency.

Chief Editor of We Study Markets, Shawn O'Malley, discusses key takeaways from Charlie Munger's wisdom in 'Poor Charlie's Almanack.' Topics include Ben Franklin's influence on Munger, traits that made him a great investor, importance of multidisciplinary thinking, elementary worldly wisdom, psychology of human misjudgment, and febezzlement.

Eric Jorgenson, writer and podcaster, discusses his book on Naval Ravikant: how to build leverage, the importance of equity, and reframing risk as responsibility. They explore Naval's wisdom on wealth, clear thinking, mental models, and working like athletes. Eric shares insights on getting Tim Ferriss to write the foreword and the impact of influential books on success.

Shawn O'Malley, Chief Editor of We Study Markets, delves into The Outsiders by William Thorndike. Topics include CEOs as stock investors, challenges in capital allocation, traits of exceptional leaders, resisting institutional imperatives, and lessons for investors. Learn how outsider CEOs like Henry Singleton mastered capital allocation, and apply these principles to your own investing journey.

Tech entrepreneur Jeff Booth discusses why deflation is crucial for a prosperous future, the impact of technological innovation on the economy, why inflation isn't necessarily beneficial, the power of Bitcoin as a long-term investment, and ways investors can navigate economic shifts.

Shawn O'Malley discusses key takeaways from 'The Intelligent Investor' by Benjamin Graham, emphasizing the importance of common sense over high IQ in investing, applying margin of safety, calculating intrinsic value, and leveraging mood swings of Mr. Market. The book's timeless principles highlight disciplined and rational investing, distinguishing between speculation and investment.

Guest Tom Bilyeu shares insights on building a $1 billion food company, marketing strategies for startups, Impact Theory, emotional control, influential books. NFTs, NFT marketplace goals.

Shawn O'Malley discusses insights from Warren Buffett's Essays including Munger's influence, Berkshire's success factors, valuation principles, Buffett's views on gold and index funds. They explore risk in investing, company valuation, Buffett's no-dividend policy, and his character traits that stand out.

Dan and Josh from the Blue Collar Bitcoin Podcast share insights from the Bitcoin Conference in Miami, discussing billionaire capital allocators, Samson Mow's role, talks by Cathie Wood and Michael Saylor, Peter Thiel's bull case for Bitcoin, Jack Mallers disrupting payments, and the Lightning Network. They also cover tax advantages, sovereign individualism, Bitcoin acceptance, Lightning Network's practical use cases, and scalability for the future monetary system.

R P Stevens, author of The Sloth Investor, discusses his investing journey and 5 bedrock principles of SLOTH investing, constructing a diversified portfolio, financial freedom number, and key takeaways from podcast guests. Emphasizes simplicity, low fees, global diversification, and optimism in investing.