53 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 • 43 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.

    Investment Implications of Labor Shortages | Avoid Missing the Big Ideas in Investing

    Investment Implications of Labor Shortages | Avoid Missing the Big Ideas in Investing

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the prevalence of labor shortages in the US and their potential investment implications; and (ii) the tendency of investors to miss the ”big ideas” due to a focus on financial valuation rather than qualitative insight.

    • 55 min
    Why All News Seems to Be Good News | Sound Underwriting vs. Position Management

    Why All News Seems to Be Good News | Sound Underwriting vs. Position Management

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) why all news seems to be good news in securities markets, and whether market cycles have actually been dampened or truncated or if that is an exaggeration; and (ii) the distinction between sound underwriting and position management, as illustrated by Elliot‘s example of Kambi Group.

    • 56 min
    Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come

    Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic wrap up Season One of This Week in Intelligent Investing. They highlight some of their favorite episodes and provide a glimpse of what's to come in Season Two.

    • 32 min
    Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting

    Scarcity vs. Abundance, and the Curation Unlock | Firestone's Law of Forecasting

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) scarcity vs. abundance, and curation as the next big unlock; and (ii) "Firestone's Law of Forecasting" and the importance of avoiding zeros.

    • 1 hr 5 min
    Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?

    Daniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?

    In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the idea of a noise audit in the investment process and Daniel Kahneman's new book, "Noise: A Flaw in Human Judgment"; and (ii) whether customer acquisition cost (CAC) can be considered the new rent.

    • 1 hr 9 min
    On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

    On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors

    In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss what it's like to be an emerging manager. Elliot and Phil share their experiences, lessons learned, and success factors.

    • 1 hr 57 min

Customer Reviews

4.9 out of 5
43 Ratings

43 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.

.traveling ,

Terrific investing podcast

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

jtkoster ,

My Favorite Investing Podcast

This is all-around one of the best and most useful podcasts around.

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