100 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.

This Week in Intelligent Investing MOI Global

    • Business
    • 5.0 • 9 Ratings

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.

    The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss long-term investment opportunities among fast-growing but money-losing companies whose stock prices have declined precipitously over the past year.

    • 58 min
    Private Equity and the Game of ”Volatility Laundering”

    Private Equity and the Game of ”Volatility Laundering”

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the private equity asset class and the dangerous game of ”volatility laundering”, a concept popularized by Cliff Asness.

    • 49 min
    Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss some of the ”highlights” of 2022, why it was a year to remember, and why it may have been a turning point for investors.

    • 54 min
    How to Invest When You Like the Business But Not Necessarily the Management Team

    How to Invest When You Like the Business But Not Necessarily the Management Team

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss a type of situation often encountered by investors -- when you like a company’s business model and prospects but do not agree with management’s strategy or capital allocation policies.

    • 48 min
    Reflecting on the FTX Debacle and the Factors That Made It Possible

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

    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.

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

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

    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.

    • 40 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Ted Boyle ,

Marvelous

An excellent addition to world of investment podcasts!

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