Best Intrinsic First Podcasts (2025)

1
Intrinsic First Leadership Podcast Interview - Tim Snyder 1:19:12

1d ago1:19:12

1:19:12

In this episode, we sit down with Tim Snyder, VP of Program Management at G2 Ops. Tim shares insights from his journey through the U.S. Navy, his experience in defense contracting, and his approach to effective leadership in high-stakes environments. From leading complex programs to building strong teams, Tim offers wisdom and perspective every lea…

1
Nurturing your Clinical Innovation with AUSCEP 21:54

14h ago21:54

21:54

In a special series dedicated to the Australian Clinical Entrepreneur Program (AUSCEP) we introduce you to some of the passionate health professionals taking part in this 12-month program to develop their innovative ideas into products and enterprises. Dr Yagiz Aksoy is a Resident Doctor at Royal North Shore Hospital in Sydney and co-founder and Di…

1
American Express: A Deep Dive into Its Business Model and Moat 53:28

14h ago53:28

53:28

In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive advantages of American Express (Amex). They discuss Amex’s unique vertically integrated model, combining credit card issuance with payment processing, and its robust revenue streams from swipe fees, cred…

1
Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast 1:14:13

4d ago1:14:13

1:14:13

In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting. The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on…

1
Nurturing your Clinical Innovation with AUSCEP 15:34

7d ago15:34

15:34

In a special series dedicated to the Australian Clinical Entrepreneur Program (AUSCEP) we introduce you to some of the passionate health professionals taking part in this 12-month program to develop their innovative ideas into products and enterprises. Elleesha King is a registered nurse and ambulance paramedic, and founder of Pulsatile Innovations…

1
Feels Like A Work Life Balance Miracle, with Danee Rudy 1:49:35

7d ago1:49:35

1:49:35

Start the Emotional Horsemanship Foundation Online Course here: https://www.emotionalhorsemanship.com/emotional-horsemanship-foundation-online-course Connect with Danee here: https://www.facebook.com/RudyHorsemanship For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption 42:54

8d ago42:54

42:54

In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for diff…

1
The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy 59:15

11d ago59:15

59:15

Join us as we explore the overlooked world of microcap investing with Whit Hughley of River Oaks Capital. Discover how finding A+ CEOs in obscure, fragmented markets can lead to exceptional returns. Learn why boots-on-the-ground research and personal relationships with management teams create a competitive edge in this inefficient market. [00:00:00…

1
Q&A: Selling During Volatility and Visualizing Net Working Capital 41:27

15d ago41:27

41:27

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave tackle four intriguing listener questions gathered from various sources. They begin by discussing the merits and timing of selling stocks during a downturn and the potential pitfalls of making multiple trading decisions simultaneously. They then delve into the intricacies…

1
International Investing 101: ADRs, Foreign Markets, and Building Global Wealth 56:16

18d ago56:16

56:16

International investing offers portfolio diversification beyond your home market, especially valuable during US market downturns like in 2025. While investing abroad requires understanding different accounting standards, currency risks, and market access methods, modern brokerages make global investing increasingly accessible to beginners seeking b…

1
Feels Like A Fresh Breeze On The Moore, with Ash Moon 1:15:03

21d ago1:15:03

1:15:03

Sign Up for the Emotional Horsemanship Foundation Online Course here: https://www.emotionalhorsemanship.com/emotional-horsemanship-foundation-online-course Connect with Ash Moon here: https://www.instagram.com/little.welshdragon For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
Adobe: The Best Ideas are the Simplest 50:23

22d ago50:23

50:23

In this episode, we break down the viability of Adobe as astock investment. We discuss the challenges of evaluating Adobe, which operates as "a category of one" in its sector. Key points include the importance of not being deterred bysimplicity in investment ideas, drawing parallels with other industry giantslike Microsoft and Visa. The discussion …

1
Secrets to Sourcing Investment Ideas 54:16

25d ago54:16

54:16

In this episode of Investing for Beginners, Brett Schafer from Chitchat Stocks shares actionable strategies for sourcing investment ideas. From leveraging Twitter and newsletters to using stock screeners and avoiding common pitfalls, Brett provides a comprehensive guide to smarter stock research. Tune in to learn how to build a winning portfolio wi…

1
Feels Like Making Friends With Stress, With Charlotte Moore 1:34:09

28d ago1:34:09

1:34:09

Start the Emotional Horsemanship Foundation Online Course today: https://www.emotionalhorsemanship.com/emotional-horsemanship-foundation-online-course Connect with Charlotte here: https://www.cm-training.com.au/ For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
How We'd Handle Our First 30 Days as an Investor 43:40

28d ago43:40

43:40

In this episode, Dave and Andrew answer listener questions on investment strategies, specifically discussing the benefits of using ISA and GIA accounts in the UK. They also offer advice on handling fractional shares and avoiding tax headaches. In the second segment, the hosts delve into essential steps for new investors during their first 30 days, …

1
Profile Media: Telling Your Start-Up Story 36:38

1M ago36:38

36:38

From scientific breakthrough to compelling headline - how do medtech and biotech start-ups developing new medical products tell their stories to attract investors, partners and public attention? Profile Media hosted a development workshop for a group of medtech startups through MTPConnect’s Clinical Translation and Commercialisation Medtech acceler…

1
Inside the Mind of a Tech CFO: Lessons from CJ Gustafson 53:29

1M ago53:29

53:29

CJ Gustafson, tech CFO and author of Mostly Metrics, joins the show to reveal what a CFO really does, how SaaS models work, the art of raising capital, and why storytelling is crucial in finance. Learn about IPOs, AI’s impact, and building durable businesses from one of the industry’s most insightful voices. [00:01:00] CFOs as resource allocators a…

1
Feels Like a Life Boat with Kim Hallin & Claire Aitken 2:13:21

1M ago2:13:21

2:13:21

Sign up for Homecoming 2.0 Here: https://www.udemy.com/course/homecoming-20-ahead-of-the-curve/?referralCode=B69C27098D8226A09351 Connect with Claire here: https://rocinanteequine.com/ Connect with Kim here: https://www.kimhallin.com/ For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
Q&A: Exit Strategies, FDVV ETF, Using AI for Stock Analysis 40:29

1M ago40:29

40:29

In this episode, Dave and Andrew address three detailed listener questions. They offer insights on investing in micro-cap stocks, setting up an exit strategy, and the importance of understanding time horizons. The discussion extends to the utility of AI in financial research, where they outline its current limitations and emphasize the critical val…

1
Why Amazon's P/E Ratio is Misleading and the Right Way to Value Them 51:32

1M ago51:32

51:32

Confused by Amazon’s PE ratio? Financial educator Brian Feroldi breaks down the six stages of a company’s life and reveals why traditional valuation metrics often fail. Learn how to analyze any stock, avoid common mistakes, and discover the tool that makes investing easier for everyone. [00:01:00] Why PE ratio fails for Amazon and growth stocks. [0…

1
Feels Like The Patriarchy Hurts Everyone with Marika Leila 2:11:13

1M ago2:11:13

2:11:13

Sign up for Homecoming 2.0 here: https://www.udemy.com/course/homecoming-20-ahead-of-the-curve/?referralCode=B69C27098D8226A09351 Donate to Marike's Sanctuary here: https://www.sanctuaire-oeil-orion.com/nous-soutenir For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
The Truth About Target Date Funds: Joe Saul-Sehy of Stacking Benjamin's Take 1:07:28

1M ago1:07:28

1:07:28

Join Joe Saul-Sehy (Stacking Benjamins) as he shares his raw, hilarious, and practical journey from financial disaster to financial independence. Learn why budgeting trumps stock picking, the real story behind target date funds, and how to build wealth in your 20s. [00:01:00] Joe’s frugal start: recording from his mom’s basement. [00:02:00] Inflati…

1
Comparing the Biggest Retailers: Costco vs Amazon vs Walmart 54:43

2M ago54:43

54:43

In this episode, Dave and Brett dive deep into a detailed comparison of three retail giants: Amazon, Costco, and Walmart. We analyze how these companies compete, their business models, and what potential investors should consider. The show covers Amazon's diverse revenue streams, Costco's membership-driven, low-margin strategy, and Walmart's large-…

1
Feels Like Bone Deep Reflections with Becks Nairn 1:44:06

2M ago1:44:06

1:44:06

Sign up for Homecoming 2.0 here: https://www.udemy.com/course/homecoming-20-ahead-of-the-curve/?referralCode=B69C27098D8226A09351 Support Becks Nairns work here: https://www.patreon.com/Becks_nairn For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
FDA to Z of Getting Your Product to the US 33:40

2M ago33:40

33:40

Jeff Gibbs is a Director at Hyman Phelps and McNamara – the largest law firm specialising in FDA issues, based in Washington DC. With four decades of FDA expertise he delivers crucial insights for medical technology companies aiming to crack the US market. Peaking to the podcast during his national tour for the MTPConnect seminar series, this US-ba…

1
Analyzing Software Stocks Amid the Market Turmoil w/ Finchat's CEO 53:39

2M ago53:39

53:39

In this episode, we are joined by Braden Dennis, co-founder and CEO of FinChat.io, to discuss strategies for dealing with market volatility, investment styles, and the importance of a long-term perspective in stock investing. Braden shares insights into his own investment philosophy, the kinds of companies he prefers, and how he sources and evaluat…

1
Investor Profile: Warren Buffett's Impact on Our Life and Investing 40:19

2M ago40:19

40:19

In this episode, Dave and Andrew dive deep into the life and strategies of Warren Buffett, one of the most renowned investors of all time. The discussion covers Buffett's early years, his entrepreneurial spirit, his foundational influences, including Ben Graham, and his value-based investing approach. Additionally, the episode explores Buffett’s ac…

1
Feels Like Healthy Hooves First, with Ida Hammer 1:32:33

2M ago1:32:33

1:32:33

Explore the Emotional Horsemanship Video Library here: https://www.emotionalhorsemanship.com/video-library Connect with Ida and her Hoofcare Certificate Program here: https://mackinawdells2.com/index.html For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
10 of the Best CEOs in the Stock Market Today 59:05

2M ago59:05

59:05

In this episode, Brett Schafer from Chit Chat Stocks joins Dave for an in-depth discussion on their favorite CEOs, emphasizing the importance of capital allocation and strategic business direction. Dave and Brett highlight transformative leaders, as well as legends of capital allocation through stock purchases and M&A strategies. They also explore …

1
Q&A: Buying Big, Struggling Companies; Adding to Losers 41:30

2M ago41:30

41:30

In this episode, Dave and Andrew answer listener questions sourced from Reddit and direct messages. Topics include whether Intel's stock drop presents a buying opportunity, the implications of poor capital allocation and mergers on shareholder value, and advice on buying the dip in Texas Instruments (TXN) and Crown Castle (CCI). The conversation de…

1
Feels Like The Liminal Space of Change with Alexa Linton 1:08:15

2M ago1:08:15

1:08:15

You can sign up to the EH Video Library here: https://www.emotionalhorsemanship.com/video-library And explore Alexa's offerings here! https://outsidetheboxequine.com/ For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
The Myriad of Opportunities in Infrastructure with John Rotonti 56:20

2M ago56:20

56:20

In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses. He outlines the focuses of his portfolio that includes industrials, infrastructure, a…

1
Stock Therapy: How many stocks is too many? 39:29

2M ago39:29

39:29

In this unique episode of the Investing for Beginners podcast, the hosts turn the microphone inward as Dave takes the 'patient' seat and Andrew assumes the role of 'therapist'. Dave discusses his challenges in managing a portfolio of 25-26 companies, expressing concerns about over-diversification and the pressure to stay informed on each holding. T…

1
Tap into Medical Alley’s Academy Training 22:43

2M ago22:43

22:43

Medical Alley is a powerhouse in global healthcare innovation, connecting startups and Fortune 100 companies to transform healthcare solutions. Headquartered in Minnesota, it’s one of the world’s largest medtech clusters. At the 2024 MedTech Conference in Canada, MTPConnect and Medical Alley renewed an MOU to strengthen collaboration and support fo…

1
Feels Like Facing Death with Love with Tora Troop 1:30:30

2M ago1:30:30

1:30:30

Support this Podcast by joining the EH Video Library! https://www.emotionalhorsemanship.com/video-library Connect with Tora here! https://www.cosmicheartline.com/ For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
The History of NVIDIA and Latest in AI w/ Eric Bleeker from the AI Investor Podcast 57:33

2M ago57:33

57:33

In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial intelligence (AI). The discussion expands on the evolution of AI, emphasizing Nvidia’s milestones and breakthroughs in deep learning and neural networks. They highlight the dramatic advancements and p…

1
Where Do We Start When Analyzing an Income Statement? 37:57

2M ago37:57

37:57

In this episode, hosts Andrew and Dave break down how to analyze an income statement using Nike as an example. They discuss the importance of financial statements, starting with revenue and profitability, and walk through the different sections such as net income, gross profit, and operating income. They also emphasize the significance of earnings …

1
Feels Like The Vet Next Door with Dr. Lucía Martinez 1:07:57

3M ago1:07:57

1:07:57

Dr. Lucía is a Spanish Equine Vet and Osteopath based in the UK. She came to my attention due to her frank and honest willingness to discuss the real issues on the table. I am so grateful for her joining us on the pod and I hope you found this peek into the world of being a vet, helpful. If you would like to start your EH Journey, join us here: Fou…

1
Expanding Your Competence Like Buffett (w/ Alex Morris from TSOH) 58:22

3M ago58:22

58:22

In this episode, Dave and Andrew feature Alex Morris, founder and analyst at TSOH Investment Research and author of 'Buffett and Munger Unscripted.' Alex shares his journey into the world of stock investing, inspired by business legends Warren Buffett and Charlie Munger. The conversation covers Alex's perspective on investing, including his prefere…

1
Is Zyn the Next "To The Moon" Investment? 38:23

3M ago38:23

38:23

In this episode of the Investing for Beginners podcast, Andrew and Dave provide a comprehensive analysis of Philip Morris, one of the leading tobacco companies. They detail the company's historical financial performance, including its revenue growth, profit margins, and capital allocation strategy. They also discuss Philip Morris' recent strategic …

1
Feels Like Feeling Free To Disagree 42:57

3M ago42:57

42:57

Would you like your horse to feel free to disagree? START HERE: https://www.emotionalhorsemanship.com/emotional-horsemanship-foundation-online-course For more information check out www.emotionalhorsemanship.com!By Lockie Phillips

1
Ready to Export Your Medtech to Europe? 20:19

3M ago20:19

20:19

Dive into another episode coming to you from MTPConnect’s Development Workshop Series held recently in Sydney for 52 start-up organisations from around Australia. The 2-day program was a terrific opportunity for companies participating in our Accelerator programs to get ‘investor ready’. Exportia Australia’s Christelle Damiens, an entrepreneur and …

1
What You Don't Understand About Cyclical Compounding w/ Leandro from Best Anchor Stocks 52:27

3M ago52:27

52:27

In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Leandro from Best Anchor Stocks as their guest. Leandro discusses his enthusiasm for long-term equity investing, explaining how he avoids shorting due to its unfavorable risk-return ratio. He details his approach to building an investment portfolio, his views on s…

1
Q&A: Does Value Work Today and Dividends or Buybacks? 46:12

3M ago46:12

46:12

In this episode, the hosts of the 'Investing for Beginners' podcast tackle complex listener questions about the advantages of share buybacks for dividend-focused investors. They delve into the mechanics of buybacks and their impact on share value and discuss the pros and cons of dividends vs. buybacks in terms of cash flow reliability and tax treat…

1
Feels Like An Ant on the Highway with Lori Halliday 1:35:21

3M ago1:35:21

1:35:21

Join Homecoming 2.0; Ahead of the Curve HERE: https://www.udemy.com/course/homecoming-20-ahead-of-the-curve/?referralCode=B69C27098D8226A09351 Explore Lori's work here: https://www.horseandheart.org/ https://www.instagram.com/wisehorsewoman/ https://www.facebook.com/horseandheart.org This conversation is a DEEP DIVE into the use of pressure in hors…

1
12 Things I Wish I Knew When I First Started Investing 45:15

3M ago45:15

45:15

In this episode of the Investing for Beginners podcast, hosts Andrew and Dave share the top 12 lessons they wish they knew when they first started investing. They discuss the challenges of beating the market, the simplicity of investment math, the importance of continuous learning, and the nuances of understanding business fundamentals. They also d…

1
Investor Profile: How Charlie Munger Helped Us Think Better 39:33

3M ago39:33

39:33

In this episode of the 'Investing for Beginners' podcast, the hosts profile the life and career of renowned investor Charlie Munger, who had a significant impact on Warren Buffett and Berkshire Hathaway. The discussion covers Munger's early challenges, his legal career, eventual partnership with Buffett, and his influential investment philosophies.…

1
Feels Like Letting Go of Natural Horsemanship with Michelle Knapp 1:30:30

3M ago1:30:30

1:30:30

Sign up for the Emotional Horsemanship Foundation Online Course here: https://www.emotionalhorsemanship.com/emotional-horsemanship-foundation-online-course Book a session with Michelle Knapp here! https://www.emotionalhorsemanship.com/private-services In this episode, Michelle Knapp (EH Associated Professional) and I discuss Natural Horsemanship, t…

1
4 Easy Ways to Value a Stock 37:38

3M ago37:38

37:38

In this episode of the Investing for Beginners podcast, the hosts delve into four primary methods to value a stock: Price to Earnings (P/E) ratio, Price to Sales (P/S) ratio, Price to Free Cash Flow (P/FCF) ratio, and Return on Equity (ROE). They begin with an in-depth discussion of the PE ratio, explaining its calculation, significance, and limita…

1
Unlocking Intrinsic Value to Get Investor Ready 22:29

3M ago22:29

22:29

This episode is coming to you from MTPConnect’s Development Workshop Series held in Sydney for 52 start-up organisations from around Australia. The 2-day program was a terrific opportunity for companies participating in our Accelerator programs to get ‘investor ready’. Advisory firm Intrinsika’s workshop, ‘Finding Your Intrinsic Value’, focused on …

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