467.3K
Downloads
126
Episodes
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.
Episodes
Friday Aug 28, 2020
Friday Aug 28, 2020
In this episode, John hosts a discussion of:
- A Nick Sleep quote on habits; led by Elliot Turner
- Brokerage sweep options and how they have changed to the detriment of the small investor; led by Chris Bloomstran
- An update on Charlie Munger’s The Psychology of Human Misjudgment; led by Phil Ordway
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Friday Aug 21, 2020
Friday Aug 21, 2020
In this episode, Phil Ordway and Larry Cunningham discuss:
- Corporate governance: best and worst practices
- Capital allocation: do we need a committee?
- Alignment of insider incentives
- Indexers, transients, and quality shareholders
- Why quality shareholders add value to companies
- How companies can deserve quality shareholders
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Friday Aug 14, 2020
Friday Aug 14, 2020
In this episode, John hosts a discussion of:
- Intersection of position management and research (led by Elliot Turner)
- Preview of Larry Cunningham's guest appearance next week (led by Phil Ordway)
- Recap of Berkshire Hathaway's Q2 earnings report (led by Chris Bloomstran)
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Friday Aug 07, 2020
Friday Aug 07, 2020
In this episode, John Mihaljevic of MOI Global hosts a discussion of:
- Insurance company earnings, COVID losses, and a preview of Berkshire Hathaway's Q2 earnings report, led by Chris Bloomstran of Semper Augustus
- Apple's stock split announcement and what it means for corporate governance, led by Phil Ordway of Anabatic Investment Partners
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Friday Jul 31, 2020
Friday Jul 31, 2020
In this episode, John Mihaljevic of MOI Global hosts a discussion on three topics:
- Corporate governance and capital allocation, led by Phil Ordway of Anabatic Investment Partners. Phil makes the case for long term-oriented, shareholder-friendly governance and highlights companies that embrace this approach, including Alaska Airlines, which is one of the companies that have invited Phil's input and advice on a Board level.
- Housing and the business cycle, led by Elliot Turner of RGA Investment Advisors. Elliot highlights an influential NBER paper from 2007, "Housing IS the Business Cycle." He explains how the findings of the paper may apply today, with fascinating implications for the economy and the stock market.
- Gold and gold miners as potential investments, led by Chris Bloomstran of Semper Augustus. Chris raises the topic of gold in light of the metal's strong recent performance, and poses the question whether gold miners remain sound investments. We discuss gold's appeal as a hedge in a time of sorely lacking central bank discipline.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.
Friday Jul 31, 2020
Friday Jul 31, 2020
We are thrilled at the launch of a new weekly podcast on intelligent investing. Three terrific investors will be our regular guests:
- Chris Bloomstran of Semper Augustus, based in St. Louis, MO
- Phil Ordway of Anabatic Investment Partners, based in Chicago, IL
- Elliot Turner of RGA Investment Advisors, based in Stamford, CT
John Mihaljevic is the host and moderator.
Overview of the first episode:
- Introductions and paths in investing
- Discussion of Tesla and high-flying stocks (led by Chris Bloomstran)
- Discussion of Twitter’s Q2 earnings and outlook (led by Elliot Turner)
- Discussion of investment mistakes (led by Phil Ordway)
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.