show episodes
 
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a ...
 
Do you want to learn how to manage your own investments? Are you ready to stop paying investment management fees and start building wealth? The DIY Investing Podcast is dedicated to providing you with the knowledge, skills, and resources you need to be a better investor. Learn how to make investments through the use of fundamental analysis, mental models, and business management insights. Please visit our website and subscribe to our mailing list at DIYInvesting.org for guides, videos, and r ...
 
The Mobile Home Park Investors Podcast is the world’s first podcast dedicated to mobile home park investing. This weekly podcast explains the intricacies of this unique real estate niche and details why an investor would want to own a mobile home park, either directly or through a real estate fund. Current manufactured housing community owners will find this podcast helpful in improving their mobile home park’s operations and profitability. The Podcast is hosted by Jefferson Lilly and Brad J ...
 
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show series
 
When we talk about Real Estate investing, the community that first comes to mind is BiggerPockets. We are excited to welcome the hosts of BiggerPockets, Brandon Turner, and David Greene. BiggerPockets is the world's largest real estate community, and Brandon and David guide their audience through the complexities of real estate investing. Today the…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Ray Dalio's thoughts on Bitcoin as well as more Covid vaccine updates and Google's new political advertising database. Submit your audio clips: younginvetorspodcast@gmail.com The…
 
In this episode, you'll learn: What's the fundamental problem Bitcoin intends to solve What is sound money Governments will never allow it!? How is Bitcoin's supply actually fixed? Central Bank game theory What is Bitcoin's Number Go Up Technology? But the price is so volatile Thoughts on the Stock to Flow model BOOKS AND RESOURCES MENTIONED IN THI…
 
In this interview with Jim Campbell, host of radio show Business Talk and author of the book Madoff Talks (see link below), Vitaliy gives a wide-ranging overview of Tesla and Elon Musk. From parallels between the transition to cars from horses, to the role that tax credits play in Tesla's valuation, to Musk's tweets, Vitaliy covers the gamut of all…
 
Mental Models discussed in this podcast: Enterprise Value Return on Invested Capital Weighted Average Cost of Capital Net Cash vs Net Debt Leverage Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's aud…
 
In this episode, you'll learn: Why banks will be a smaller part of the S&P500 in the future How to invest in an unsafe macro environment Why we’re approaching a bursting sovereign global debt bubble Why a rising price of bitcoin could force up the price of gold ·Ask The Investors: How do I buy and store bitcoin safely? BOOKS AND RESOURCES MENTIONED…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the recent Q3 13Fs from Buffett, Dalio and Klarman, plus Tesla gets the green light for the S&P 500, and Boeing gets the green light to build the 737 Max once again! Submit your …
 
In this podcast, Vitaliy celebrates his daughter Hannah’s love of reading and her budding talent as a writer. Then, drawing on formative childhood experiences with his father, he shares his thoughts on how to instill a love of classical music in children. You can read this article online here: https://myfavoriteclassical.com/reading-and-listening/…
 
Mental Models discussed in this podcast: Cloning / Copycat Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: D…
 
In this episode, you'll learn: What is the intrinsic value of Diamond Hill Capital Management What is the intrinsic value of Oracle What is the intrinsic value of Footlocker Why Reliance Industries is a bet on the growth of India Why Preston is doubling down on Bitcoin. Ask The Investors: How do I decide on the right discount rate to use? BOOKS AND…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this episode, we break down the aftermath of the US election, Buffett and Berkshire Hathaway's recent investments in the market and a concerning trend among finance YouTube channels. Submit your audio clips: yo…
 
When Vitaliy started writing his new book, it kicked off a slew of other positive changes in his life. In this podcast, Vitaliy covers how diet, exercise, and meditation have made him fitter, stronger, happier, and (hopefully!) a better person. "I Don't Eat Desserts" article here: https://contrarianedge.com/i-dont-eat-desserts/ You can read this ar…
 
I want to hear from you, my audience Email me your thoughts, feedback, or encouragement: trey [at] diyinvesting.org Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and …
 
In this episode, you'll learn: Are we in an inflationary or deflationary environment? Why interest rates will turn negative in the US Why bitcoin is consuming all other asset classes How and why hedge funds, large corporations, and endowments will soon enter the bitcoin space Ask The Investors: “Modern Monetary Theory” – is it valid? BOOKS AND RESO…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this episode, we break down the U.S. election, discuss Facebook and Google's Q3 earnings, and chat about Australia's money pringting going brrrrrrr. Submit your audio clips: younginvetorspodcast@gmail.com The Y…
 
Over the last six months, Vitaliy has skewed IMA's portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically different world. In this podcast, Vitaliy explains his thoughts on the US, China, and the role def…
 
Access the OTC Manual Database with an exclusive coupon code! Purchase the OTC Manual Database access at SvendaManual.com Exclusive Coupon Code: "Trey" Without quotes Receive a discount on your annual subscription cost Follow Jan Svenda: Website: SvendaManual.com Twitter: @JanSvenda Follow David Flood: Website: ElementaryValue.com Twitter: @Element…
 
In this episode, you'll learn: How we process information subconsciously and how we can take advantage of it How reflexivity functions between the conscious and subconscious mind. How the brain tricks us into making investing mistakes How the best investors use the biases of other investors to achieve superior stock returns BOOKS AND RESOURCES MENT…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com We did it! Today we release the 100th episode of The Young Investors Podcast. Thank you to everyone out there listening on a weekly basis. Without you, we wo…
 
Dominique Crenn is the owner of Atelier Crenn restaurant in San Francisco, and is the only female 3 Michelin Star Chef in the US. Her recent memoir - Rebel Chef: In Search for What Matters - she shares her fascinating life story from French orphanage to the pinnacle of culinary art. In this interview we discussed Dominique's journey: influence of h…
 
If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was "written" in 2016, its major points, esp…
 
How to connect with Value Stock Geek Website: ValueStockGeek.com Twitter: @ValueStockGeek Articles Referenced in the show: Mistakes have been made and lessons have been learned Margin of Safety Still Matters Why Quality is Essential for a concentrated Portfolio General Dynamics $GD Write-up Past Interviews with Value Stock Geek: Episode 49 - Value …
 
In this episode, you'll learn: Why you would like your counterpart to say “No” and not “Yes” when you negotiate with them Why you need agreement from your counterparty three times to close a business deal How to use loss aversion to your advantage in negotiations How to use the Ackerman model in negotiations Ask the Investors: Should I include shor…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com In this week's episode, we discuss the recent Robinhood breach affecting 2,000 customers, as well as Google's new antitrust lawsuit and Q3 earnings from Tesl…
 
Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after re…
 
Mental Models discussed in this podcast: Margin of Safety Backup Systems Scale Failure Points Leverage Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitt…
 
In this episode, you'll learn: What is the intrinsic value of Charles Schwab The importance of networking effects in wealth management Why the two most important metrics in wealth management is AUM growth and NIM How to value a financial service company What the expectation is for inflation, and the impact for Charles Schwab Ask the Investors: When…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors Submit your audio clips: younginvetorspodcast@gmail.com In this week's episode, we discuss a crazy quarter from Tesla, Apple's iPhone unveil event and the upcoming U.S. election! The Young Investors Podcast explor…
 
During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been…
 
Mental Models discussed in this podcast: Discounted Cash Flows Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channe…
 
In this episode, you'll learn: The relationship between the velocity of money and liquidity Why we’re not living in a time of uncertainties, but actually living with certainty more than ever Why Ray Dalio’s idea of predicting cycles is not valid Why passive investing has Ponzi scheme traits when the money stops flowing in Why Paul Volker was a terr…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Trump's Covid diagnosis and other election news, as well as the share issuing for Corporate Travel Management's latest acquisition. The Young Investors Podcast explores the ideas…
 
Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla's valuation. Enjoy! Vitaliy…
 
Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA's investing, the USD as reserve currency, IMA's investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!…
 
Mental Models discussed in this podcast: Opportunity Cost Margin of Safety Conviction Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: @TreyH…
 
In this episode, you'll learn: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company How to analyze and value an investment holding company Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Preston an…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the Presidential Debate (lol what a joke), Google closing loopholes in the play store, Corporate Travel Management buys up big, and a Chinese teapot makes one man very rich. The …
 
Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he's felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this…
 
In this episode, you'll learn: Why Warren Buffett is buying Bank of America Which stocks Warren Buffett is selling right now Why Warren Buffett has bought into Japanese trading houses Which stocks Preston and Stig find interesting given the current market conditions Ask The Investors: What is the optimal asset allocation right now? BOOKS AND RESOUR…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Tesla's Battery Day, the new (and confusing) TikTok deal with Oracle and Walmart, as well as Microsofts acquisition of Bethesda. The Young Investors Podcast explores the ideas of…
 
The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had …
 
How to connect with Ralph Molina Website: MidStoryVentures.com Twitter: @RalphAtMidstory Email: Ralph@MidStoryVentures.com Mental Models discussed in this podcast: Float Infinite Return on Capital / Free Growth Arbitrage Pricing Power Unit Economics Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider…
 
In this episode, you'll learn: Why the performance of gold miners are lagging the performance of the price of gold How to invest in gold miners The details of Warren Buffett’s investment in gold Why the fear of deflation keeps Chair of the Federal Reserve Jay Powell up at night BOOKS AND RESOURCES MENTIONED IN THIS EPISODE Marin Katusa’s special of…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss Apple's September technology event, US Federal reserve policy updates, Tiger Air and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were…
 
Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to i…
 
Mental Models discussed in this podcast: Discount Rates Supply and Demand Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger You…
 
In this episode, you'll learn: Where Ray Dalio predicts money to flow after COVID-19 is over How Peter Thiel thinks about how technology is changing education from the outside in How Sam Zell thinks about the commercial mortgage-backed securities, and whether there is an opportunity for investors. Eric Schmidt's thoughts about big tech monopolies a…
 
Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss the week in the markets, including updates on a coronavirus vaccine, as well as a cancer diagnostic startup funded by Jeff Bezos and Bill Gates. Also this week, Virgin Australia …
 
In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn't. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a pa…
 
Mental Models discussed in this podcast: Generally Accepted Accounting Principles (GAAP) Owner's Earnings Free Cash Flow Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. Follow me on Twitter…
 
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