This Week in Intelligent Investing

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Peter Mantas on the Coiled Spring of Biotech: FDA Shakeups, uniQure's Breakthrough, and AI Drug Discovery

In this episode of This Week in Intelligent Investing, hosts John Mihaljevic and Elliot Turner welcome Peter Mantas, General Partner and Chief Investment Officer at Logos LP. Recorded on May 12, 2026, the discussion dives deep into the rapidly shifting landscape of biotechnology ... Show more

. 54min 2sec

Shaun Heelan on Market Complacency, the AI Capital Trap, and Deep Value Case Studies

Guest: Shaun Heelan, MAAT Investment Group Hosts: Elliot Turner & John Mihaljevic This week on This Week in Intelligent Investing, Elliot and John are thrilled to welcome Shaun Heelan of MAAT Investment Group. Shaun brings a masterclass in deep-value investing and private-equity- ... Show more

. 1h 25min

Matt Peterson on His Investment Approach and Proprietary AI Research Platform

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform. Matt's investment approach comb ... Show more

. 1h 1min

Bill Chen on Trends and Opportunities in Publicly Traded Real Estate

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill shares his thoughts on key trends and opportunities he sees in the sector. E ... Show more

. 1h 10min

Bloomberg Opinion Columnist Justin Fox on the AI Spending Boom

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street.

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. 1h 14min