show 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 ...
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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 ...
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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
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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 ...
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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 addresses premortem failure analysis, management quality, and related topics. This conversation is part four of a multi-part series. Enjoy the con…
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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 explains how investors should think about the capital structure of REITs. He highlights Vornado Realty Trust as an example. This conversation is p…
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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…
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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. 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, …
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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…
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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 …
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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 …
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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…
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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…
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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…
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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 --…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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