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 ...
…
continue reading
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
…
continue reading
In The Sausage Factory, hosts Mark and Matt dive into the chaotic world of content marketing, where everyone is pushing the "make more content" button. Join them as they look at what works and what doesn't in a $500 billion industry. Sponsored by https://www.rockee.io - the content feedback platform
…
continue reading
Missions Talk features conversations that explain the too-often-overlooked connection between healthy churches and global missions.
…
continue reading
Welcome to Twisted Threads Radio, where amazing things happen. Our Podcast focuses on sharing encouraging messages to empower the masses globally. Host Karen A. Sims, M.Ed. Shows include Moments of Impact, Reflections of Purpose and Let's Talk About It Radio Talk Show. We are here to inspire, impact and transform lives in ways that will serve our communities and regions both domestically and with global effort. We are creating and sharing empowering messages through personal development ment ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bill Chen on Public Equity Investing in Real Estate (Part 4)
55:11
55:11
Play later
Play later
Lists
Like
Liked
55:11
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 addresses premortem failure analysis, management quality, and related topics. This conversation is part four of a multi-part series. Enjoy the con…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bill Chen on Public Equity Investing in Real Estate (Part 3)
1:04:24
1:04:24
Play later
Play later
Lists
Like
Liked
1:04:24
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 explains how investors should think about the capital structure of REITs. He highlights Vornado Realty Trust as an example. This conversation is p…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 37: On William Carey, with Sam Masters
39:51
39:51
Play later
Play later
Lists
Like
Liked
39:51
In this episode of Missions Talk, Mack Stiles and Ryan Robertson interview Sam Masters, the Rector of Seminario Bíblico William Carey, about William Carey Related resources: William Carey by S Pearce Carey The Missionary Fellowship of William Carey by Michael Haykin An Enquiry into the Obligations of Christians to Use Means for the Conversion of th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bill Chen on Public Equity Investing in Real Estate (Part 2)
1:11:38
1:11:38
Play later
Play later
Lists
Like
Liked
1:11:38
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. This conversation is part two of a multi-part series. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 36: On Missions Mobilization with Rachel Ware
36:09
36:09
Play later
Play later
Lists
Like
Liked
36:09
In this episode of Missions Talk, Ryan Robertson and Mack Stiles interview Rachel Ware, the Director of Mobilization at Reaching and Teaching, about how local churches and pastors can help aspiring missionaries to discern their calling.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bill Chen on Public Equity Investing in Real Estate (Part 1)
1:07:32
1:07:32
Play later
Play later
Lists
Like
Liked
1:07:32
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor's perspective. Bill had presented his thesis on large-cap multifamily REITs at Best Id…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 35: On Church in Hard Places with Matthew Spandler-Davidson and Francisco Puente
33:21
33:21
Play later
Play later
Lists
Like
Liked
33:21
In this episode of Missions Talk, Ryan and Mack interview Matthew Spandler-Davidson and Francisco Puente about planting, revitalizing, and pastoring churches in hard places.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 34: On Local Churches and Sending Agencies
29:25
29:25
Play later
Play later
Lists
Like
Liked
29:25
In this episode of missions talk, Ryan Robertson and Mack Stiles talk about the relationship between local churches and sending agenciesBy 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 33: On Conversion with Brooks Buser and Michael Lawrence
47:13
47:13
Play later
Play later
Lists
Like
Liked
47:13
In this episode of Missions Talk, Ryan Robertson and Mack Stiles talk with Brooks Buser and Michael Lawrence on the doctrine of conversion and how it relates to missions.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Christopher Tsai on Investing in an Age of Disruption
1:49:43
1:49:43
Play later
Play later
Lists
Like
Liked
1:49:43
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. Christopher delivered a related talk at The Zurich Project 2023, hosted by …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 32: On Work Amongst the Moi with the Whatleys
46:32
46:32
Play later
Play later
Lists
Like
Liked
46:32
In this episode of Missions Talk, Ryan Robertson interviews the Whatleys about their work amongst the Moi people.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 31: On Hurdles to Missions Mobilization with Luke Womack and Matt Sonke
45:36
45:36
Play later
Play later
Lists
Like
Liked
45:36
In this episode of Missions Talk, Ryan Robertson and Mack Stiles interview Luke Womack and Matt Sonke from Airo Missions about the potential hurdles for future missionaries and how the church can help overcome them.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 30: On Fundraising with Chad Ireland and Dylan Eagle
40:43
40:43
Play later
Play later
Lists
Like
Liked
40:43
In this episode of Missions Talk, Ryan and Mack chat with Chad Ireland and Dylan Eagle about fundraising for missions.By 9Marks
…
continue reading
In this episode of Missions Talk, Ryan Robertson interviews Mack Stiles about Great Commission Council and how pastors and churches could benefit from GCC. https://www.greatcommissioncouncil.org/By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
TWIII Podcast News, Retrospective, and Outlook
19:26
19:26
Play later
Play later
Lists
Like
Liked
19:26
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 28: On Visiting Missionaries Overseas, with Tim Hamer and Aaron Menikoff
39:14
39:14
Play later
Play later
Lists
Like
Liked
39:14
In this episode of Missions Talk, Mack Stiles and Ryan Robertson interview Tim Hamer and Aaron Menikoff on visiting missionaries overseas.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 27: On Single Women Serving Overseas, with Kim and Rey
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
In this episode of Missions Talk, Mack and Ryan interview Kim and Rey on how the local churches can help and benefit from missionaries who are single.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Perception vs. Practice: The Real Picture of Customer Centricity in B2B Marketing with Stuart Harrison from MOI Global
38:12
38:12
Play later
Play later
Lists
Like
Liked
38:12
Every B2B marketer says they are customer centric. It's in every mission statement, strategy deck, LinkedIn post and internal discussion we have - so it must be true? Well, the data says differently. We had the opportunity to get a sneak preview of some incredible research by Stuart Harrison and the MOI Global team, on how customer centric marketer…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 26: On Campus Ministry in the Middle East, with Nathan Matthews
35:12
35:12
Play later
Play later
Lists
Like
Liked
35:12
What does a Campus Ministry look like overseas and where does the local church fit in? In this episode of Missions Talk, Mack Stiles and Ryan Robertson interview Nathan, who is a director of a campus ministry in the Middle East.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Remembering Charlie Munger: Life and Legacy
44:56
44:56
Play later
Play later
Lists
Like
Liked
44:56
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construe…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 25: On Mission Affirmed, with Elliot Clark
39:46
39:46
Play later
Play later
Lists
Like
Liked
39:46
In this episode, Ryan and Mack interview Elliot Clark on his recent book "Mission Affirmed" and his writing on the ministry and motivation of Paul.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Shrinking Timeframes and First-Order Thinking Since the Covid Crash
54:35
54:35
Play later
Play later
Lists
Like
Liked
54:35
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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI Content - The Copywriters View with Glenn Sturgess
40:06
40:06
Play later
Play later
Lists
Like
Liked
40:06
We sat down with Glenn Sturgess, Director of copy at Write this Way. We talk all about the changes in the content and copy space over the last few years, how robots are going to affect people's approach to marketing and much much more! And crucially we discuss why toad in the hole is a top tier sausage meal - because, we can. --- What we discuss --…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 24: On Evangelism to Muslims (with Matthew Bennett and Ayman Ibrahim)
46:14
46:14
Play later
Play later
Lists
Like
Liked
46:14
In this episode, Ryan and Mack interview Matthew Bennett and Ayman Ibrahim on how Christians should interact and evangelize to Muslims.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Bond Market from a Value Investor’s Perspective
43:27
43:27
Play later
Play later
Lists
Like
Liked
43:27
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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by ho…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 23: On the Insider Movement (with Matt Bennett & Doug Coleman)
55:13
55:13
Play later
Play later
Lists
Like
Liked
55:13
In this episode, Ryan and Mack speak with Matt Bennett and Doug Coleman about the history and practice of Insider Movement methodologies.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Aligning Sales and Marketing on Content with Catarina Hoch, VP Marketing at Operatix
31:17
31:17
Play later
Play later
Lists
Like
Liked
31:17
This week, we sat down with Catarina Hoch, the VP of Global Marketing at Operatix. We dive into the complicated relationship between the sales and marketing team and how content needs to align across the two. Catarina also explains why content is becoming more and more important and why you first need to create crap content and learn from it, befor…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
59:37
59:37
Play later
Play later
Lists
Like
Liked
59:37
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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opini…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 22: On the Local Church and Missions from the Sing! Conference
38:18
38:18
Play later
Play later
Lists
Like
Liked
38:18
In this episode recorded live at the Sing! conference, Ryan & Mack speak with Mark Dever, Matt Merker, and Juan Sanchez about a variety of topics including the training up and sending out of qualified missionaries, the importance of corporate worship in equipping future missionaries for their work overseas, and the ongoing assessment of those who h…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Valuation and Capital Allocation in Declining Industries
55:32
55:32
Play later
Play later
Lists
Like
Liked
55:32
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss valuation and capital allocation in declining industries. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content sh…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 21: On Adoniram Judson (with Jason Duesing)
34:55
34:55
Play later
Play later
Lists
Like
Liked
34:55
In this episode, Ryan & Mack interview Jason Duesing about various aspects of Judson’s childhood, conversion, marriage, suffering, and his ministry in Burma.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
52:08
52:08
Play later
Play later
Lists
Like
Liked
52:08
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap versus large-cap dichotomy, as reflected by US small caps recently hitting a 22-year low versus large caps (measured as the ratio of the Russell 2000 to the Russell 1000). We debate whether the time has come to seek outperformance in small caps versus la…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 20: On Short-Term Missions (with Mack and Leeann Stiles)
39:23
39:23
Play later
Play later
Lists
Like
Liked
39:23
In this episode of Missions Talk, Ryan chats with Mack and Leeann Stiles about short-term missions.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mastering Product Idea Validation and Building A Fanbase with Sam Dickie
48:15
48:15
Play later
Play later
Lists
Like
Liked
48:15
Welcome back to The Sausage Factory! In this week's episode we have a great chat with Sam Dickie, a Senior Product Manager at Skyscanner. We discuss how to validate your ideas, why you should build quickly and why Sam could have black pudding with anything… Sam also takes us through his favourite and least favourite pieces of content. --- What we d…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Write what you want to read - building a content community with Deborah Carver from Content Technologist
40:48
40:48
Play later
Play later
Lists
Like
Liked
40:48
This week, we chatted to Deborah Carver, the CEO and founder of The Content Technologist newsletter. A newsletter we’ve been big fans of since the get go. Deborah shares her journey in publishing, what drove her to creating the Content Technologist and why it’s important to write what you want to read. We also talk about two big content events that…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 19: On Sending Churches and Local Churches and Missionaries and Agencies (with Miller Johnson and Caleb Greggsen)
49:13
49:13
Play later
Play later
Lists
Like
Liked
49:13
In this episode of Missions Talk, Mack and Ryan interview Miller and Caleb Greggsen about the relationship between missionaries and sending churches.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Building a Global Content team: Creating a framework for success with James Ainsworth from iManage
35:10
35:10
Play later
Play later
Lists
Like
Liked
35:10
In this week's episode we talk to James Ainsworth, Global Head of Content at iManage. James is also the co-founder of Rules of Engagement, one of Bristol’s longest running content and social networking events. James talks us through framing content for audiences, the value of feedback and incorporating AI with organisation feedback. We also talk ab…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 18: On the Strategic Value of Missions Work in Global Cities (with Scott Logsdon and Will Sutton)
31:22
31:22
Play later
Play later
Lists
Like
Liked
31:22
In this episode of Missions Talk, Mack and Ryan interview Scott Logsdon and Will Sutton on the strategic value of missions work in global citiesBy 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 17: On the Missionary Calling (with Greg Gilbert and Bobby Jamieson)
28:43
28:43
Play later
Play later
Lists
Like
Liked
28:43
The hosts chat with Greg Gilbert and Bobby Jamieson about how to view the missionary calling biblically.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Is AI making boring content? We talk with Jess Crandon from Salesforce to find out..
36:30
36:30
Play later
Play later
Lists
Like
Liked
36:30
In this week's episode we talk to Jess Crandon, Senior Copywriter and Content Marketer extraordinaire from Salesforce. We’ll be talking to her about her journey in content, how we might be on the precipice of terrible content with the influx of AI in our search results and finding out how she uses feedback to make great content. Jess will also be s…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 16: On Missions Work in Asian Sub-Continent (with Clyde Davidson and Tom Roberts)
30:00
30:00
Play later
Play later
Lists
Like
Liked
30:00
In this episode of Missions Talk, Ryan and Mack chat with two missionaries from Asia' sub-continent. Though they're both Westerners, they've learned the language and now serve as elders in indigenous local churches.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?
48:19
48:19
Play later
Play later
Lists
Like
Liked
48:19
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss commercial real estate and the future of offices. They debate whether commercial real estate offers an opportunity for contrarian investors. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expre…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 15: On the Yembi Yembi (with Brooks and Nina Buser)
39:11
39:11
Play later
Play later
Lists
Like
Liked
39:11
Twenty years ago, the Yembi Yembi tribe had no Christians and no written language. Today, they enjoy the ministry of a healthy local church and the Scriptures in their own tongue. Hear the amazing story in today’s episode Missions Talk with special guests Nina and Brooks BuserBy 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
52:39
52:39
Play later
Play later
Lists
Like
Liked
52:39
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss takeaways and lessons from the Berkshire Hathaway Annual Meeting 2023. Phil kicks off the episode with a personal recap of his trip to Omaha. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expr…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 14: On Building a Missions Culture in a Young Church (with Thomas Gamble)
23:41
23:41
Play later
Play later
Lists
Like
Liked
23:41
Ryan and Mack chat with a new pastor about how to build a culture of missions in a young church.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Lagging Performance of Small-Caps: An Opportunity for Investors?
57:55
57:55
Play later
Play later
Lists
Like
Liked
57:55
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap opportunity following a period of underperformance of small-cap versus large-cap stocks. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own.…
…
continue reading
Hello and welcome to The Sausage Factory! A side eye view on the world of content marketing. In our first episode we introduce the guys behind the mics, Matt & Mark. We lay out the plan for the podcast series, our view on the current state of content marketing, what we want to achieve and for some reason, some inane talk about our favourite sausage…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 13: On Missions Work in Central Asia (with Tyler Markson and George Jamieson)
29:26
29:26
Play later
Play later
Lists
Like
Liked
29:26
In this episode of Missions Talk, Ryan and Mack chat with two missionaries in Central Asia about their ministry and work.By 9Marks
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Overconfidence, Under-Reaction, and Warren Buffett’s Investments
54:07
54:07
Play later
Play later
Lists
Like
Liked
54:07
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buffett's Investments", by John S. Hughes, Jing Liu, and Mingshan Zhang. The paper is available at https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1635061 Enjoy the conversation! The primary purpose o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 12: On What Is the Mission of the Church (with Kevin DeYoung)
38:38
38:38
Play later
Play later
Lists
Like
Liked
38:38
In this episode of Missions Talk, Ryan and Mack interview Kevin DeYoung about his book, What Is the Mission of the Church?By 9Marks
…
continue reading