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

Daniel Mahncke, Shawn O'Malley, and Kyle Grieve take a closer look at the Intrinsic Value Portfolio and some of the high-priority watchlist companies. The episode covers high-conviction portfolio holdings such as Airbnb, Universal Music Group, Reddit, and Exor, as well as watchli ...  Show more

This week, Shawn and Daniel won't be releasing an episode as usual, but they will be back next Sunday with a new co-host joining them to help break down companies for The Intrinsic Value Portfolio. Plus, Shawn & Daniel are moving over to the main podcast feed for The Investor's P ...  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 invest ...  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