130 Episodio

  1. Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?

    Pubblicato: 18/09/2023

  2. Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?

    Pubblicato: 27/05/2023

  3. Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023

    Pubblicato: 14/05/2023

  4. The Lagging Performance of Small-Caps: An Opportunity for Investors?

    Pubblicato: 01/05/2023

  5. Overconfidence, Under-Reaction, and Warren Buffett’s Investments

    Pubblicato: 15/04/2023

  6. Turmoil in the Global Banking System: Causes, Remedies, Opportunities

    Pubblicato: 25/03/2023

  7. The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?

    Pubblicato: 12/03/2023

  8. Thinking About Artificial Intelligence and Its Implications for Investors

    Pubblicato: 26/02/2023

  9. Bed Bath & Beyond and the Fleecing of the American Retail Investor

    Pubblicato: 19/02/2023

  10. The Opportunity in Beaten-Down, Money-Losing Growth Businesses

    Pubblicato: 29/01/2023

  11. Private Equity and the Game of ”Volatility Laundering”

    Pubblicato: 15/01/2023

  12. Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point

    Pubblicato: 18/12/2022

  13. How to Invest When You Like the Business But Not Necessarily the Management Team

    Pubblicato: 04/12/2022

  14. Reflecting on the FTX Debacle and the Factors That Made It Possible

    Pubblicato: 20/11/2022

  15. The Capacity to Suffer, How It Applies in Practice, and the Case of Meta

    Pubblicato: 06/11/2022

  16. David Einhorn on Value Investing: Will It Ever Come Back?

    Pubblicato: 22/10/2022

  17. Reflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”

    Pubblicato: 09/10/2022

  18. The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings

    Pubblicato: 24/09/2022

  19. The Cyclicality of Malthusianism, and Related Investment Implications

    Pubblicato: 11/09/2022

  20. The Futility of Recession Forecasting as Part of an Investment Process

    Pubblicato: 10/07/2022

2 / 7

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.

Visit the podcast's native language site