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This Week in Intelligent Investing

Business & Economics Podcasts

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

Location:

United States

Description:

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

Language:

English

Contact:

+14156445240


Episodes

Reflecting on the FTX Debacle and the Factors That Made It Possible

11/20/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not only possible but perhaps likely. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular...

Duration:00:52:18

The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

11/6/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the Tom Russo-championed concept of "the capacity to suffer", how to apply it in practice, and to what extent it can be used to think about the recent woes at Meta Platforms. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as...

Duration:00:40:32

David Einhorn on Value Investing: Will It Ever Come Back?

10/22/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss David Einhorn's recent comments on value investing, which are available at https://youtu.be/ERa_d7PpbYU?t=31 Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular...

Duration:00:47:18

Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

10/9/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss Warren Buffett's famous 1977 essay, "How Inflation Swindles the Equity Investor". The co-hosts examine equity investing in the context of an inflationary environment. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment...

Duration:00:54:42

The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

9/24/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their inventory levels in light of COVID-related demand swings. In particular, the hosts reflect on a Wall Street Journal article about Scotts Miracle-Gro (NYSE: SMG). They also touch on the challenges faced by Peloton (Nasdaq: PTON). Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or...

Duration:00:46:33

The Cyclicality of Malthusianism, and Related Investment Implications

9/11/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the cyclicality of Malthusianism, and related investment implications. "Malthusianism is the idea that population growth is potentially exponential while the growth of the food supply or other resources is linear, which eventually reduces living standards to the point of triggering a population die off." (source: Wikipedia) Enjoy the conversation! The primary purpose of this podcast is to educate and...

Duration:00:37:05

The Futility of Recession Forecasting as Part of an Investment Process

7/10/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the futility of recession forecasting as a way of informing investment and portfolio management decisions. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular...

Duration:00:45:44

SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing

7/3/2022
In this special episode we are joined by Vitaliy Katsenelon, CIO of Denver-based value investing firm IMA and author of Soul In the Game. In this wide-ranging conversation we discuss what inspired Vitaliy to write the book, the Stoic "operating system for life," painful experiences in investing, and how to think and debate like a scientist. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or...

Duration:01:01:53

The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion

6/18/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (1) how the likelihood of financial distress has evolved since the financial crisis of 2008, and (2) the mental exhaustion and fatigue many investors feel as a result of the experience of the past few years. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its...

Duration:00:47:09

SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process

6/11/2022
In this special episode, Mike "@nongaap" Puangmalai, Resident Artist at WCM Investment Management, joins Phil and Elliot to share the origin story behind his insights into corporate governance, which led to the "Dark Arts" series and an investment process built around analyzing corporate governance. Mike shares some of the secrets he learned from rigorous proxy analysis, his thoughts on the maturation cycle of recently public companies, and the one most valuable trick investors can deploy...

Duration:01:18:47

Michael Mauboussin’s ”Man Overboard Moment” and Sector Rotation

6/5/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the "man overboard moment" Michael Mauboussin wrote about in a 2015 white paper entitled, "Managing the Man Overboard Moment." We also talk about the concept of "sector rotation." Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as...

Duration:00:44:09

Post-COVID Growth Curves of Growth Companies

5/22/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss post-COVID growth curves of fast-growing businesses. For background, see the Q1 letter of RGA Investment Advisors at https://www.rgaia.com/wp-content/uploads/2022/05/Q122-Investment-Commentary-.pdf Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content...

Duration:00:46:38

SPECIAL: Mary Childs on Her Book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All

5/17/2022
In this special episode, co-host Phil Ordway speaks with Mary Childs, author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. About the Guest: Mary Childs is a co-host of NPR's Planet Money podcast. Before joining the team in 2019, she was a senior reporter at Barron's magazine, where she covered the alternatives industry, the bond market and capitalism. Before that, she worked at the Financial Times and Bloomberg News. She's written about the pioneering of...

Duration:00:42:01

Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting

5/8/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss impressions and takeaways from the Q&A session with Warren Buffett and Charlie Munger at the Berkshire Hathaway Annual Meeting 2022. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to...

Duration:00:46:37

Twitter, Berkshire Hathaway, and Corporate Governance

5/1/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss timely issues in corporate governance, including the pending sale of Twitter to Elon Musk and proposals at the Berkshire Hathaway annual meeting. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a...

Duration:00:53:30

SPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)

4/27/2022
In this special episode, Mario Cibelli, Jason Moser, Mike Puangmalai, and Elliot Turner discuss PayPal's next chapter. Learn why the share price decline alters the trajectory of the company and is an opportunity to own growth cheaply. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a...

Duration:01:09:57

Pricing vs. Valuation and Companies in Transition | When ”Safety” Is Not Cheap

4/24/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss pricing versus valuation, especially in the context of "transition" companies, such as Netflix. We also talk about the implications of so-called safe equities trading at high multiples. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be...

Duration:00:51:22

A Discussion of Energy: Opportunities and Challenges Facing Investors

4/10/2022
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the energy sector as a source of opportunities and challenges for intelligent investing. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security...

Duration:00:45:19

Investing in Housing and Homebuilders: A Discussion of Sector Dynamics

4/3/2022
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss intelligent investing in housing and homebuilders. We focus on the sector dynamics, without giving specific investment recommendations. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to...

Duration:00:46:54

SPECIAL: Max Frumes on His Book, The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street

3/27/2022
In this special episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic speak with Max Frumes, co-author of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street. About the Guest: Max Frumes leads a news team at Fitch Solutions covering corporate debt and restructuring. He previously was the founding editor of a leading publication covering corporate bankruptcy, and before that reported for S&P’s Leveraged Commentary...

Duration:00:50:24