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.

    Christopher Tsai on Investing in an Age of Disruption

    Christopher Tsai on Investing in an Age of Disruption

    In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. The trio covers a range of topics, with particular focus on intelligent investing in an age of disruption.

    • 1 hr 49 min
    TWIII Podcast News, Retrospective, and Outlook

    TWIII Podcast News, Retrospective, and Outlook

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners.

    • 19 min
    Remembering Charlie Munger: Life and Legacy

    Remembering Charlie Munger: Life and Legacy

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger.

    • 44 min
    Shrinking Timeframes and First-Order Thinking Since the Covid Crash

    Shrinking Timeframes and First-Order Thinking Since the Covid Crash

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the apparently ever-shrinking timeframes of market participants and the first-order thinking in place since the covid crash.

    • 54 min
    The Bond Market from a Value Investor’s Perspective

    The Bond Market from a Value Investor’s Perspective

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the bond market from a value investor’s perspective. We examine the risk-reward of fixed income in the current market environment.

    • 43 min
    Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples

    Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss pricing and volume in the consumer packaged goods (CPG) sector, the impact of GLP-1 agonists, and whether big tech should be seen as the new staples.

    • 59 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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