Tracey Ryniec discusses value stocks within the market.
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Value Investing Podcasts
Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them.
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
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The Simply Investing Dividend Podcast helps you earn more, save your time, and reduce your risk when it comes to dividend investing. Each episode is packed with usable strategies to help you become a successful dividend investor. Guest interviews will inspire and educate you to build your own stream of income from dividends. A new episode every Wednesday.
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Short valuation summaries of current special situation investment opportunities.
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The #1 podcast about value investing.
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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. For more on Newfound Research, visit www.thinknewfound.com.
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Podcast weblog featuring the investment wisdom and principles of John C. Bogle
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Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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(Formerly Multifamily Masterclass) Neighborhood Ventures Podcast explores the value of passive investing, specifically related to options in commercial real estate. Irreverent and informative, we make mailbox money accessible for every potential investor. To learn more about investing in real estate and our company, check out our website: neighborhood.ventures
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Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.
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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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From equities and fixed income to commercial real estate, ESG and climate change, join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
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Uncover new ways to drive growth and create value with insights from our capital markets experts.
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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Podcast by Vaughan Nelson Investment Management
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We are the digital wealth manager that gives you the power to put your money where your mind is and invest your way. We specialise in general investment accounts, stocks and shares ISAs, Junior ISAs, Lifetime ISAs and pensions. There’s a reason 200,000 clients trust us to manage over £4.5bn of assets, making us the UKs largest digital wealth manager. For more information visit https://www.nutmeg.com/ As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can ...
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Rob explores topics around value investing and business.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Join Professor Chris and his rotating panel of experts for an insightful journey into Decentralized Finance and blockchain investing. Each week, we analyze breaking news, spotlight promising projects and protocols, and engage in focused discussions on the topics shaping the future of DeFi. Catch us live every Wednesday at 1pm EST, simulcast across YouTube, Twitter, Twitch, and Streamm.tv. Get exclusive insights at https://beacondefi.io.
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Kinesis is a revolutionary monetary system, based 1:1 on allocated gold and silver that provides users with a stable store of value, that rewards you every month.Send digital gold and silver globally in the blink of an eye. Spend globally via the Kinesis Debit Card. Be rewarded monthly, in digital gold and silver for your participation.
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Welcome to Word on the Street, a weekly podcast from Barclays Bank where our experts help ordinary investors make sense of the latest news and events impacting the world’s financial markets. Please note that past performance is not a guarantee of future performance. All investments can fall as well as rise in value and you can lose some or all of your money. Additionally, this podcast does not constitute an investment recommendation.
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Behind the Balance Sheet
Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Host: Eddie Palmgren. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye
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When you invest in high-value assets, you get high-value returns. Join the Ideal Wealth Grower community and let us help you buy your first investment property within the next few months. idealwealthgrower.substack.com
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested ...
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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-dis ...
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The Value Builder Podcast delivers real-world strategies for creating lasting value in commercial real estate. Hosted by Saul Zenkevicius, each episode features operators, developers, and investors who specialize in value-add, adaptive reuse, and execution that performs. No fluff—just tested insights that move the needle.
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A look at issues affecting the bank and insurance securities community
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Value Investment - INTELLIGENT INVESTMENT TODAY, a Shortcast "mini-podcast" series each around ten minutes, focusing on the teachings of the father of the value investment approach, Benjamin Graham, the teacher and mentor to the most successful investor of all time Warren Buffett. Designed for the complete novice without any experience in the stock market as well as the more experienced investor wishing to reacquaint themselves with the likes of "Mr Market" and "The margin of safety principle".
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All about investing on the JSE with Simon Brown. Every Thursday.
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Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDon ...
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Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
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Tony Kynaston is an expert on value investing. Over 25 years, his investment portfolio has achieved an average compound annual return of double market. Now he's going to teach us his system for successful investing, based on the Warren Buffett / Benjamin Graham school of intrinsic value.
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Conversations with women entrepreneurs about the best and the most difficult parts of growing 7- and 8-figure businesses and chasing our Big Gorgeous Goals. You can find Julie's book, Big Gorgeous Goals, and the brand new companion workbook at www.julieellis.ca/book
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Crypto assets and blockchain technology are about to transform every trust-based interaction of our lives, from financial services to identity to the Internet of Things. In this podcast, host Laura Shin, an independent journalist covering all things crypto, talks with industry pioneers about how crypto assets and blockchains will change the way we earn, spend and invest our money. Tune in to find out how Web 3.0, the decentralized web, will revolutionize our world. Disclosure: I'm a nocoiner.
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Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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1
Unlocking Investment Strategies with Daniel and Shawn from the Intrinsic Value Podcast
1:11:13
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Welcome to another episode of the Investing for Beginners podcast! In this engaging discussion, we welcome back Daniel and Shawn from the Intrinsic Value Podcast to dive deep into investment strategies. We explore how they source investment ideas, their approaches to understanding company value, and the importance of brand and consumer insights. Wi…
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Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Modern Value Investing book:https://amzn.to/2lvfH3tMore at the Sven Ca…
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Unlocking Alternative Wealth: Fred Hubler on DSTs, 1031s, and Investing Like the Ultra-Rich
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In this episode of The Value Builder Podcast, Fred Hubler—founder and CEO of Creative Capital Wealth Management Group—unpacks how the ultra-wealthy actually build and protect wealth. With clients ranging from entrepreneurs to NFL players, Fred specializes in alternative investments that go far beyond the traditional stock-and-bond playbook. 🎯 You’l…
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India's Valuation Premium, Mid and Small Cap Caution, and GARP Investing with Franklin Templeton's Ajay Argal
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In this episode, Ajay Argal, Senior Vice President and Portfolio Manager at Franklin Templeton Emerging Markets Equity – India, shares his perspective on Indian market valuations, mid- and small-cap caution, and Franklin Templeton's investment philosophy. Managing over Rs 30,000 crore across seven schemes, including the top-rated Templeton India Va…
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While Cameron is travelling, we invited two special guest hosts to provide a quick overview of the basic concepts behind QAV, taken directly from the QAV Bible as a refresher course.By Tony Kynaston & Cameron Reilly
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1
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
1:10:36
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Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourteen years at Baupost and two at Appaloosa under legendary investors Seth Klarman and David Tepper, respectively. Our conversation starts with Herb’s hard work as a youth in small-town Ohio, his fortui…
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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_263_-_Why_We_Bought_Aker_BP_A_Technology-First_Oil_Company_Part_4.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ Client letter Part 1,2 & 3: https://investor.fm/tag/client-letter/ Read this article before you buy a stock: https://inves…
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Ep. 90: Gus Araya, Cordillera Investment Partners | Building Value in the Lower Middle Market with an Operational Playbook
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On this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits. Gus shares Cordillera’s approach to targeting niche, less correlated markets, using a repeatable process to source,…
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TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke
1:17:40
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Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a pop…
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All That Glitters is Not Value: Gold and The Value Investor
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9:06
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Is gold a timeless hedge or just shiny nonsense? In this episode, David Coombs dismantles the glittering myth of gold as a solid investment for value investors. From personal distaste for gaudy accessories to a lack of intrinsic value, nothing escapes scrutiny - not even crypto. But there may be a golden lining: the businesses behind the bling. Tun…
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In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA candidates, or early-career professionals seeking entry into public market investing, Andrew shares practical advice on everything from earning credibilit…
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The active vs passive investing debate (and how should your kids invest?)
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In this episode, Alison Savas is joined by Pinnacle Investment Management Group's Chief Investment Strategist, Anthony Doyle. Anthony shares perspectives on asset allocation, and they delve into one of the biggest debates in the world of investing - active vs passive. Key times: Active vs passive investing: 1:00 Current asset allocation trends: 6:4…
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#74 Stephen Penman: Financial Statement Analysis for Value Investing
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In this episode, we have the pleasure of welcoming back Stephen Penman, professor emeritus of accounting and security analysis at Columbia Business School. Stephen has been elected into the Accounting Hall of Fame and is also a distinguished author. We discuss his latest book, in which he shows how accounting helps you, how it doesn't help you, and…
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Eric Schmidt on AI, the Battle with China, and the Future of America
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(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performa…
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Stablecoins: Genius or Reinventing the Wheel?
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Stablecoins: Genius or Reinventing the Wheel? by ClearBridge InvestmentsBy ClearBridge Investments
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Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half - Ep. 909
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Crypto investors love to throw around “FDV” as if it’s the ultimate measure of value. But what if that number is more misleading than helpful? In this episode, DBA’s Jon Charbonneau explains his proposal to cut Hyperliquid’s supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back.…
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Is Bitcoin The Only Solution Diversification Fiscal Dominance!
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Is Bitcion The Only Solution? Diversification? Fiscal Dominance! I share my views on two nice interviews with Lyn Alden and Ray Dalio on the current macro and fiscal situation and how to invest.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, …
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EP115: 6 False Beliefs Holding You Back From Financial Freedom
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Did you know there are six false beliefs that might be holding you back from financial freedom? In this episode of the Simply Investing Dividend Podcast, I sit down with Doug Kinsey, Chief Investment Officer at Artifex Financial Group. With over 25 years of experience in financial services, Doug brings a wealth of knowledge and a fresh perspective …
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How the 2026 Tax Changes Will Impact Your Business and Property Wealth
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In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inh…
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While Cameron is travelling, we invited two special guest hosts to provide a quick overview of the basic concepts behind QAV, taken directly from the QAV Bible as a refresher course.By Tony Kynaston & Cameron Reilly
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1
Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems
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Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.By Vaughan Nelson Investment Management
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Ep. 189 - Legos, Phoenix Growth, and TSMC’s Ripple Effect on Arizona Real Estate
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In this episode, the Investor Relations team—Nick Jackson, Kyle Macdonald, and Bart Diehl—dive into three big topics shaping Arizona’s future. From the nostalgia (and pain) of stepping on Legos to the major news of Lego’s Consumer & Shopper Engagement team moving to Tempe, we explore why global brands keep choosing the Valley. We then break down wh…
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RIO TINTO STOCK - A CYCLICAL VALUE INVESTING ANALYSIS00086400
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Here is a value investing analysis of RIO TINTO (NYSE: RIO) stock.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:Mode…
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Earn Money with High Profile Legal Settlements | Unique Investments
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I never thought you could earn from somebody else’s settlements. But our guest today, Patrick Grimes, introduced us to another (“unique”, I would say) #alternativeinvestment that isn’t mainstream yet. - Axel Episode Takeaway and Action Plan Episode Highlights: [00:00:00-00:02:06] From Tesla to Real Estate [00:02:07-00:04:24] Beyond the Stock Market…
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Bits + Bips: How Wall Street Could Make a Killing off the Next Crypto Winter - Ep. 908
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Markets had a flood of liquidations on Monday, and traders lost over $1.5 billion in positions. So, why are liquidations spiking? Is this a warning or a blip? Also, could a flood of DAT issuance be setting the stage for not just a crypto winter, but a crypto “nuclear” winter? If so, hedge funds and market structure could accelerate the pain. This w…
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Your Second Brain | Managing all the Data and Putting it to use
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🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk 📉📈 to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he …
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51
Target, Whirpool Guidance Indicating Towards Recession...
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A recession is hard to predict and has been in the making for already a few years. If we look bottom up, things are not as great as one might think. Of course, it is impossible to predict, but after 16 years of no recessions, maybe one would even be good!Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market anal…
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Why the iPhone frenzy reveals everything wrong with our spending prioritiesBy Value Research
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In this episode of 'At Any Rate,' host Evan Raidt is joined by financial expert Dave Ahern to discuss the hype and overconfidence prevalent in the stock market. They explore how excitement around phenomena like AI can drive investors' decisions, often leading to premature and misguided investments. They stress the importance of financial literacy, …
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN’s business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater’s sticky, cloud-native…
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Get full access to IdealWealthGrower™ at idealwealthgrower.substack.com/subscribeBy Dr. Axel Meierhoefer 🏕️🔥 and Teri Leigh 💜
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The Sunjay Kapur estate battle shows why proper will-making matters - and why India needs blockchain authenticationBy Value Research
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Finding Decade-Long Compounders with Joseph Shaposhnik
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In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy that drove his track record of outperformance, why he focuses on recurring revenue businesses, and how he evaluates management quality and capital allocation. We also ex…
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Vladimir Novakovski – Lighter: The Orderbook for all of Ethereum (S7E22)
1:03:56
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In this episode I’m joined by Vladimir Novakovski, founder and CEO of Lighter, a decentralized crypto exchange. To kick off the conversation, we explore Lighter's three big design choices: it’s built as a custom Layer-2 on Ethereum, it relies on zero-knowledge circuits for proving transactions, and it runs with a private sequencer. Don't worry – if…
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1
The TikTok Effect: 4 Social Media Stocks to Watch Right Now
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In this episode, Dave and Andrew delve into the recent news surrounding TikTok's influence on social media stocks. They discuss the potential impact of TikTok's proposed US-China split and analyze how it might affect other major social media companies like Meta, Snapchat, Pinterest, and Reddit. The conversation touches on key performance indicators…
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TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
1:23:16
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Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Be…
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Not Bearish on IT Small and Mid Cap Alpha: WhiteOak Capital CIO Ramesh Mantri
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In this episode, Ramesh Mantri, Chief Investment Officer at WhiteOak Capital AMC, shares his insights on where opportunity lies in today’s volatile markets. Despite tariffs, sticky inflation, and global uncertainty, Indian equities have shown surprising resilience. Mantri explains why long-term corporate cash flow growth is the real driver of equit…
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There are some obvious red flags that investors intuitively know to steer clear of—high fees, low liquidity, poor performance. Mark and Shani run through three lesser-known red flags to look for when you are choosing an ETF. You can find the full article here. A message from Mark and Shani For the past five years, we’ve released a weekly podcast to…
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The Average Return That Never Comes | Sam Ro on 10 Stock Market Truths Investors Get Wrong
1:26:29
1:26:29
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In this episode of Excess Returns, we sit down with Sam Ro to revisit his widely read post “10 Stock Market Truths” and explore how each principle holds up in today’s market. From the long game of investing to short-term risks, valuations, AI, and earnings, Sam shares a timeless framework for navigating markets and separating noise from signal. Top…
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September 19th, 2025 | Retail sales surprisingly strong, Are quarterly reports necessary for public companies? Is your financial advisor "quiet retiring"? Understand low rated bonds risk & More
55:39
55:39
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Retail sales are still surprisingly strong Although the labor market has been softening and consumers say they are worried about inflation, people are still spending money. August retail sales were up 5% compared to last year and if the annual decline of 0.7% in gasoline stations was excluded, sales would have increased 5.5% compared to last August…
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Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
1:22:22
1:22:22
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(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as…
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Why your first fund shouldn't be your best fundBy Value Research
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Fed Interest Rate cuts, Timing your Exponential Exit & Elon Musks $17 Billion Trade
56:20
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This week, it’s all about monetary policy madness. With the Fed cutting rates for the first time in a year, the Bank of England holding fire, and central banks from Canada to Japan making moves, Rich McDonald, Chris Fellingham and Mark “Spice” Holden dive into what interest rate decisions really mean for markets. From Fed independence under Trump t…
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Debate: Should Stablecoin Chains Have an Ethereum L2 or Their Own L1? - Ep. 907
1:25:35
1:25:35
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In this episode, Cyber Capital’s Justin Bons and Codex’s Haonan Li challenge the new orthodoxy: whether payments chains should be alt L1s or Ethereum L2s, how “neutrality” and finality matter for real-world transactions, and why fragmentation could make or break onchain dollars. We dig into Stripe’s Tempo (and its permissioned start), what it would…
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FED's $3.5 Billion Gold Margin Call - LFTV Ep 241
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In this week’s Live from the Vault, Andrew Maguire exposes the mounting pressure driving the Fed towards an unavoidable US Treasury gold repricing, as BRICS accelerate non-dollar trade and China asserts itself as the new global gold benchmark. With COMEX and LBMA stripped of their influence, surging international demand and central banks draining W…
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[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
1:06:57
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Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everythin…
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Feeling Cheated by SIPs? Here's the Truth
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Are SIPs letting investors down — or are investors quitting before the payoff? To understand, watch Investors' Hangout.By Value Research
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Earn Money with High Profile Legal Settlements | Unique or Alternative Investments
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I never thought you could earn from somebody else’s settlements. But our guest today, Patrick Grimes, introduced us to another (“unique”, I would say) #alternativeinvestment that isn’t mainstream yet. Episode Deep Dive with Action Plan: https://tinyurl.com/ep-joe-tegtmeyer Episode Highlights: [00:00:00-00:02:06] From Tesla to Real Estate [00:02:07-…
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Inside the Circle: Why Understanding Beats Guesswork in Investing
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In this episode of Intelligent Investment Today, David Coombs dives into a foundational principle of value investing: staying within your circle of competence. Inspiured by the teaching of of Benjamin Graham and the wisdom of Warren Buffett, we explore why it's essential to only invest in businesses you truel understand -and the dangers of pretendi…
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