The Intrinsic Value Podcast - The Investor’s Podcast Network

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.

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.