MI263: Gold Through The Ages: Understanding i...

Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into adve ...  Show more

Daniel Mahncke and Shawn O’Malley answer some of the most common questions about The Intrinsic Value Community. What exactly is it, who is it for, and how does it differ from simply listening to the podcast or reading the free newsletter? In this short episode, they explain why t ...  Show more

On today's show, we talk to a precious metals expert, David McAlvany, about whether an investor should include gold, silver, or platinum in their portfolio. IN THIS EPISODE YOU’LL LEARN: Why value investors should consider gold if they deem the stock market overvalued. Why inv ...  Show more

In this episode, Stig Brodersen and Preston Pysh talk with Lyn Alden about her new book, Broken Money. In this first part episode of two, you’ll quickly hear why Stig and Preston think Broken Money is one of the best books they read in 2023.  IN THIS EPISODE, YOU’LL LEARN: 00:00 ...  Show more

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more! Kristof is the President and CIO of Harbor Capital and is responsible for ...  Show more

On today’s episode, Clay chats with Scott Patterson about his new book - The Chaos Kings.  The Chaos Kings tells the story of the hedge fund that achieved average annual returns of over 105% from 2008 through 2019, and how Bill Ackman had a $27 million dollar bet that turned into ...  Show more