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 ...
 
Welcome to Masters and Mavericks, the exclusive podcast dedicated to innovation in global cross-marketing, global social media and more. Hosted by Textappeal and Newsroom founder Elliot Polak, Masters and Mavericks is a monthly programme designed to highlight individuals as well as organisations that are disrupting established brand ideologies and social media challenges with fresh concepts and new business ideas for today’s digital marketplace
 
“What They Don’t Tell you About” is a podcast hosted by Grace McGovern, digging into the myths of topical and current industries. Every week we invite a guest to share with us either their myths, ideas or changed understandings of a topic that they are associated or feel close to in some way, whether they be fun or serious. We look at different understandings from those within a topic to those on the outside trying to be as honest and open as possible, while hopefully changing some of the pr ...
 
DIFFERENT KIND OF BEAST!!! Born in Brooklyn N.Y. raised in Miami, (DJ Touch Tone) Ludwick Renoit has always been into music. From a very young age he would sit and listen to his father's vinyls for hours on end. 1992 is when DJ Touch Tone was born. Buying 2 turntables and a mixer, Touch Tone became a self taught DJ within 2 weeks. Spinning records was merely his hobby at this point; his love for music was the motivation to continue to practice and master his craft. Never entertaining the ide ...
 
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show series
 
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. Enjoy the conversation! About the Co-Hosts: E…
 
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 exam…
 
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. The podcast takes a summer break through Labor Day. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a c…
 
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. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advis…
 
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) should be considered the new rent. Enjoy the conversation! About the Co-Hosts: Elliot Turner is …
 
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. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the concept of "aggregation of marginal gains" and related examples; and (ii) an academic study of lifetime value creation in the stock market. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Ad…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the "big ideas" of investing, i.e., what could be said about intelligent investing on a single piece of paper; and (ii) the sale of Nuance to Microsoft as a case study in management incentives. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-foun…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the market's focus on the next imminent thing, both in terms of companies and broader sectors, and what it means for positioning; and (ii) Richard Zeckhauser's paper on risk, Investing in the Unknown and Unknowable. Enjoy the conversation! About the Co-Hosts: Elli…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the largest companies by market cap in 1999 vs. 2021; and (ii) whether the current bout of inflation is transitory or not. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Inve…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) Twitter CFO Ned Segal joining Elliot's recent Twitter Spaces discussion, creating a potential template for other public companies and taking a step toward democratizing corporate access; and (ii) Knightian uncertainty, and (iii) Buffett's table of the top 20 compa…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the incredible long-term success story, the distinctiveness, and the future of Berkshire Hathaway; and (ii) the important distinction between uncertainty and risk in investing. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing …
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) emerging quality in contrast to established quality, and (ii) the highest-returning stocks of the past decade or two. Enjoy the conversation! About the Co-Hosts: Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip wa…
 
In this episode, co-hosts Phil Ordway and Elliot Turner lead discussions of (i) the commonalities between the best investments of all time and (ii) being polarizing as a sign and source of strength. John Mihaljevic joins the session. Enjoy the discussion! About the Co-Hosts: Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund…
 
Spike Cohen joins Elliot Christenson and guest host Wendy Coriell for a freedom loving Liberterian centric episode. In this episode, we discuss why the cost of healthcare is so high in the United States as well as freedom of health care being a Constitutional right. We also discuss police brutality, BLM and qualified immunity. Do we learn if Spike …
 
In this episode, John Mihaljevic co-hosts a discussion of (1) short selling and how it differs from the long investing mindset, led by Elliot Turner; and (2) a survey of market tail risk fears, led by Phil Ordway.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any juris…
 
Economics is a one semester thing in the education system. But it's a critical topic that influences all sorts of things in our society. So many people, however, don't understand HOW the system actually works. Adam is joined by L. Randall Wray, professor of Economics at Bard College, Senior Scholar at the Levy Economics Institute, and one of the fo…
 
In this special episode, Elliot sits down for a deep dive with Mario Cibelli, Founder and Portfolio Manager at Marathon Equity Partners. Mario recorded this episode on the 24th anniversary of the launch of his main fund, and in reflecting on that milestone, he shares his wisdom with "A Stock Picker's Guide for Surviving 20+ Years in the Business." …
 
This is one for you to comment below on how we are wrong - but also to invite your friends and family to watch with you for a good discussion on which computing platforms you should be using in 2021. We discuss ChromeOS, iOS, macOS, Windows, Android and even a little Linux and how it applies to laptops, tablets and phones! For more from David Snope…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) collecting as a framework for investment, led by Phil Ordway; and (2) breaking a business down to the unit economics vs. looking at the aggregate, led by Elliot Turner.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to buy any secu…
 
In this special episode, Elliot Turner welcomes Evan Tindell, co-founder and Chief Investment Officer of Bireme Capital in a fascinating conversation on how Evan went from starting his career as a professional poker player to becoming a portfolio manager. Evan then discusses his Q4 2020 letter and the growth versus value debate, his history with Fa…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) the one-year anniversary of the COVID crash -- a restrospective, led by Elliot Turner; and (2) hobbies and games that can add value to the investment process, led by Phil Ordway.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to bu…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) the ability to hold two competing ideas at once, led by Phil Ordway; and (2) porting mental models and concepts from one investment to the next, led by Elliot Turner.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to buy any securi…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) the concept of "constant, gentle pressure" from Danny Meyer's book, Setting the Table, led by Elliot Turner; and (2) the meaning of equity "duration", illustrated with real-time examples, led by Phil Ordway.Enjoy the discussion!The content of this podcast is not an offer to sell or the s…
 
Dan joined Elliot on February 26, 2021 to discuss the toxic issue of Gerrymandering in the United States and specifically in Wisconsin - along with some potential solutions. Daniel Theno is the author of Winning Local Elections: A Guide To Winning Local, County and Legislative Political Campaigns available on Amazon here. https://www.amazon.com/dp/…
 
Young people change the world. That was true when I was younger, and it's no less true now. One of the most inspirational interviews I've had came last week with GBAPS "ICSC" President Noah Becker. As this gets published, students are just arriving in class on March 1st. We touch on everything from mental health to politics to Linux. Yes, I asked w…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) lottery tickets and portfolio construction, led by Phil Ordway; and (2) investment process during earnings season, led by Elliot Turner.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The co…
 
Special guest David Barr, CEO of PenderFund Capital Management, joins us for a conversation on private vs. public market investing, how the concept of value has evolved, and how Dave & Team are finding value in fast-growing businesses. Elliot Turner, Phil Ordway, and John Mihaljevic engage Dave in a lively discussion of these and other topics.Enjoy…
 
Ald. Brunette joins Elliot to recap 2020's crazy events and to discuss how we can get our city government more aligned and responsive to the needs and wishes of our citizens! From the election bomb in spring to attacks by our inspections department to wheel tax to redistricting, where's the mayor to cut our microphones!?…
 
In this episode, John Mihaljevic co-hosts a discussion of (1) myopic loss aversion and the lumpiness of investment returns, led by Elliot Turner; and (2) updated thoughts on Charlie Muger's Psychology of Human Misjudgment, led by Phil Ordway.Enjoy the discussion!The content of this podcast is not an offer to sell or the solicitation of an offer to …
 
In this episode, John Mihaljevic hosts a discussion of (1) note-taking, cloning, and idol worship; and (2) a quote by Marathon Asset Management: "The stock market is really a market in replacement capital: if new capacity is urgently needed in any sector, a boom can be relied upon to produce the necessary capital."Phil Ordway talks about note-takin…
 
In this video, Lawrence Williams and Wendy Coriell join Elliot to discuss the blooming market of cryptocurrency. We discuss digital assets and digital currency such as Bitcoin, Ethereum, Polkadot, XRP, Spark, Dogecoin, XLM and more. We'll take a look at cryptocurrency exchanges such as Coinbase and Kraken and how you can earn free crypto by learnin…
 
In this episode, John Mihaljevic hosts a discussion of the short squeeze in Gamestop and other stocks with high short interest. Elliot Turner and Phil Ordway share their perspectives, focusing on the bigger lessons and warning signs for investors. We scrutinize some of the reckless behavior in the market and appeal to the need for investors to beco…
 
He is the driving force behind Green Bay news epicenter: The Green Bay Llama. Jason Jerry joined me on December 26, 2020 to discuss "new media", politics, The Llama itself, and most importantly his very personal connection with the tragic abuse story of Nate Lindstrom. Press-Gazette article by Haley BeMiller: https://www.greenbaypressgazette.com/in…
 
In this episode, John Mihaljevic hosts a discussion of: Level 1 thinking and Keynes' beauty contest: Phil Ordway assesses the market environment and asserts that so-called "Level 1" thinking underpins a large portion of market activity. We discuss investors playing Keynes' "beauty contest" while often disregarding valuation-based investing. Sources…
 
Interesting discussion with avant-garde independent filmmaker Jonwayne Stricker. What is fascinating was how inspiring and positive he is. In a year of fear, uncertainty, and doubt, this was a much needed shining light of self-assuredness. Make sure to check out Jonwayne's YouTube Channel https://www.youtube.com/jonwayneisgod He has a fan fiction s…
 
In this episode, John Mihaljevic hosts a discussion of: How smaller companies can beat giant corporations: Elliot Turner argues that singular focus around a core essence allows smaller companies to compete successfully against much larger competitors. Examples include Roku vs. Google/Amazon, Grubhub vs. Uber, and Dropbox vs. Google/Microsoft. How t…
 
In this episode, John Mihaljevic hosts a discussion of: Investing amid change: Phil Ordway addresses a listener question on change. Buffett famously said that he seeks out businesses exhibiting a lack of change. The listener asks whether this principle remains relevant today. We discuss. Building from first principles: Elliot Turner talks about the…
 
Green Bay City Council Alder Barbara Dorff discusses the property tax special assessment relieving "wheel tax", her take on the city's response to COVID along with some of the potential positive after-affects, the mishandling of the 2020 spring election, and her positive action on assisting women in Politics! It gets heated, but this is an hour wel…
 
In this episode, John Mihaljevic hosts a discussion of: Wholesale transfer pricing: Elliot Turner talks about business models that involve some degree of wholesale transfer pricing. We discuss what works and what doesn't when it comes to creating sustainable business value. 2021 expectations: Phil Ordway talks about the expectations and forecasting…
 
Merry Christmas and Happy Holidays! Today's episode is short and sweet (and all about Santa Clause). We feature a holiday story written by Alexander and another by Elliot that will put a smile on your face during this festive season. All the best from our family to yours. Website: Featured Photo by Irena Carpaccio on Unsplash www.HomeschooledByDad.…
 
In this episode, John Mihaljevic hosts a discussion of: The power of counterfactual thinking: Phil Ordway talks about counterfactual thinking as a decision-making framework. We discuss examples and observe that counterfactual thinking might be in rare supply these days. The theory of reflexivity: Elliot Turner talks about reflexivity as a valuable …
 
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