The Intrinsic Value Podcast - The Investor’s Podcast Network

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.

Jim Crider, an expert in monetary systems, discusses the attributes of good money, the history of money in the United States, why gold and Bitcoin have value, and the importance of diversification in investing. The conversation explores the evolution of money, the impact of unstable currencies on the economy, and the significance of understanding the essence of currency.

Rob Petrozzo, founder of Rally, discusses investing in rare collectibles on the podcast. Topics include childhood interests, creating Rally, working with the NFL, researching and sourcing collectibles, and creating a museum to showcase assets.

Eric Balchunas discusses the rise of ETFs, Vanguard's disruptive business model, the potential for a Bitcoin ETF, and the impact of index fund bubbles. He highlights Vanguard's success in attracting investors and prioritizing their interests, while exploring the innovation and trends in the ETF space.