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This Week in Intelligent Investing

John Mihaljevic and Elliot Turner
Investment Strategies
Life Sciences
Covid-19
Artificial Intelligence
Inflation
Equity Market
Real Estate
Semiconductors
Bioprocessing
Charlie Munger
Commercial Real Estate
Passive Investing
Value Investing
Covid Pandemic
Market Trends
NVIDIA
Clinical Trials
Diagnostics
FDA Regulations
Interest Rates

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, th... more

PublishesWeeklyEpisodes100Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for This Week in Intelligent Investing

Latest Episodes

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform.

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In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill shares his thoughts on key trends and opportun... more

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In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rational Market: A History of Risk, Reward, and Delus... more

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In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the Dallas–Fort Worth area.

Samir discusses the use o... more

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Recent Guests

Matthew Peterson
Runs Peterson Investment Fund and has initiatives in AI-related investment.
Peterson Investment Fund
Episode: Matt Peterson on His Investment Approach and Proprietary AI Research Platform
Justin Fox
Bloomberg Opinion Columnist and author of 'The Myth of the Rational Market'
Bloomberg
Episode: Bloomberg Opinion Columnist Justin Fox on the AI Spending Boom
Yaron Naymark
Fund manager at 1 Main Capital
1 Main Capital
Episode: Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas
Ryan O'Connor
Investor at Crossroads Capital
Crossroads Capital
Episode: Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS
Toan Tran
Investor at 10 West Advisors
10 West Advisors
Episode: Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS
Eric Markowitz
Partner and director of research at Nightview Capital, author of The Nightcrawler.
Nightview Capital
Episode: Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive
Alex Morris
Author of 'Buffett and Munger Unscripted' and investor
Episode: Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS
Tom Morgan
Founder of The Leading Edge, a network for personal evolution
The Leading Edge
Episode: Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More
Doug O'Laughlin
Renowned analyst and contributor to SemiAnalysis, known for his expertise in semiconductor dynamics.
SemiAnalysis
Episode: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook

Host

John Mihaljevic
Chairman of MOI Global

Reviews

4.9 out of 5 stars from 139 ratings
  • Excellent episode

    Podcast Addict
    5
    cscholl
    10 months ago
  • Fascinating Conversations

    I really enjoyed the episode where you talk with Adam J. Schwartz about the challenge and opportunity of designing an investment business that is most congruent with the manager's investment philosophy. I would highly recommend this podcast to anyone interested in timely and timeless investment topics to help you become a better investor.

    Apple Podcasts
    5
    I value the unique angle
    Austria4 years ago
  • 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

    Apple Podcasts
    3
    BringBackValueInvesting
    United States4 years ago
  • A Super Value Add !!!

    I have been listening to TWII shows since they first began. Have never missed any and each episode has made me one notch better, wiser and smarter.. I have built a career in Sales of Financial Products, and hence was in need of quality content to use as a support system to learn and implement Investing Principles.. TWII provided me with just that and more .. Thanks guys and keep up the good work 👌🏼

    Apple Podcasts
    5
    Manishgvalani
    United Arab Emirates4 years ago
  • Excellent quality

    Very informative for investors

    Apple Podcasts
    5
    European-1
    Poland4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the authentic and informative discussions about investing topics, noting the engaging format and high-quality insights offered by both hosts and guests.
Some listeners suggest shorter episodes with more dynamic discussions, indicating a desire for a more energetic presentation of investment ideas.
Feedback often highlights the value offered in helping to refine investment strategies and the depth of content, with many considering it a must-listen for investors at any level.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Bill Chen on Trends and Opportunities in Publicly Traded Real Estate
Q: What puts a floor in falling rents in these markets where it has turned lower?
The floor is largely due to supply concerns where new buildings are trying to lease up without undercutting existing tenants.
Bill Chen on Trends and Opportunities in Publicly Traded Real Estate
Q: What premiums is Blackstone paying?
Blackstone seems to be paying around a 40 to 45 percent premium on unaffected prices.
Samir Patel on Using AI Intelligently Within the Investment Process
Q: What are the biggest shifts in your time allocation and cognitive energy now that you've been working with AI?
AI allows me to focus more on qualitative aspects and human interaction rather than rote data processing.
Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive
Q: Can companies reinvent themselves effectively during crises?
Yes, companies can use crises as opportunities for reinvention and should approach challenges with a mindset geared towards transformation.
Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive
Q: What are the key factors enabling long-standing businesses to thrive?
Markowitz mentions strong customer relationships, company culture, and focusing on employee longevity as critical elements for longevity in business.

Audience Metrics

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Frequently Asked Questions About This Week in Intelligent Investing

What is This Week in Intelligent Investing about and what kind of topics does it cover?

With a focus on both current and enduring investment themes, the content provides listeners with insights from experienced investors engaged in authentic conversations about smart investing. Topics frequently include investment strategies, the implications of technology like AI on financial markets, real estate trends, and detailed analyses of specific companies and sectors. Each episode brings forth diverse perspectives from thought leaders, offering both philosophical reflections and actionable investment ideas, which likely aids listeners in enhancing their own investment processes.

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Which podcasts are similar to This Week in Intelligent Investing?

These podcasts share a similar audience with This Week in Intelligent Investing:

1. The Acquirers Podcast
2. Value Investing with Legends
3. Excess Returns
4. The Meb Faber Show - Better Investing
5. The Intrinsic Value Podcast - The Investor’s Podcast Network

How many episodes of This Week in Intelligent Investing are there?

This Week in Intelligent Investing launched 5 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on This Week in Intelligent Investing?

Recent guests on This Week in Intelligent Investing include:

1. Matthew Peterson
2. Justin Fox
3. Yaron Naymark
4. Ryan O'Connor
5. Toan Tran
6. Eric Markowitz
7. Alex Morris
8. Tom Morgan

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