93 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
    • 4.9 • 48 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 Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their inventory levels in light of COVID-related demand swings. In particular, the hosts reflect on a Wall Street Journal article about Scotts Miracle-Gro (NYSE: SMG). They also touch on the challenges faced by Peloton (Nasdaq: PTON).

    • 46 min
    The Cyclicality of Malthusianism, and Related Investment Implications

    The Cyclicality of Malthusianism, and Related Investment Implications

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the cyclicality of Malthusianism, and related investment implications.

    • 37 min
    The Futility of Recession Forecasting as Part of an Investment Process

    The Futility of Recession Forecasting as Part of an Investment Process

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the futility of recession forecasting in order to inform investment and portfolio management decisions.

    • 45 min
    SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing

    SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing

    In this special episode we are joined by Vitaliy Katsenelon, CIO of Denver-based value investing firm IMA and author of Soul In the Game. In this wide-ranging conversation we discuss what inspired Vitaliy to write the book, the Stoic’s ”operating system for life,” painful experiences in investing, and how to think and debate like a scientist.

    • 1 hr 1 min
    The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion

    The Evolution of Financial Distress | Investor Fatigue and Mental Exhaustion

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (1) how the likelihood of financial distress has evolved since the financial crisis of 2008, and (2) the mental exhaustion and fatigue many investors feel as a result of the experience of the past few years.

    • 47 min
    SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process

    SPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment Process

    In this special episode, Mike ”@nongaap” Puangmalai, Resident Artist at WCM Investment Management, joins Phil and Elliot to share the origin story behind his insights into corporate governance, which led to the ”Dark Arts” series and an investment process built around analyzing corporate governance. Mike shares some of the secrets he learned from rigorous proxy analysis, his thoughts on the maturation cycle of recently public companies, and the one most valuable trick investors can deploy today to decipher whether a management team is truly aligned with investors.

    • 1 hr 18 min

Customer Reviews

4.9 out of 5
48 Ratings

48 Ratings

JohnH777 ,

Tremendous and well thought out dialogue

The topics and conversations each week are truly informative and help with my own thought processes when it comes to investing.

BringBackValueInvesting ,

Just Okay

I feel this could be 30min shorter per episode with more energy and back and forth vs. longer monologues. Also please more stock idea / practical discussions

.traveling ,

Terrific investing podcast

All excellent investors. Discussing important issues in equity investing. Specific examples rather than vague fluff. Efficient discussions. Outstanding podcast.

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