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 ...
 
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 ...
 
"Live with insatiable passion, create an empowered life and inspire others to live theirs." - Janelle Johnston Janelle Johnston (JJ) is an International Speaker & Leadership Trainer with extensive experience as a Human Behavioural Specialist working with top companies & individuals to achieve peak performance. JJ has been fortunate to study with many of the worlds greatest leaders like Tony Robbins & Lisa Nichols. Join JJ on this podcast, to explore powerful mindset strategies that will open ...
 
Loading …
show series
 
Francesca Moi is known as the Meetup Queen.Francesca is a Best-Selling Author, Social Media Strategist, Global Business & Mindset Coach.Francesca has gone from $120 amonth to over $1.5 million dollars in business. Serving a community of over 350 entrepreneurs, who support and transform alongside one another. The results her client’s experience insi…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (1) how the likelihood of financial distress has evolved since the financial crisis of 2008, and (2) the mental exhaustion and fatigue many investors feel as a result of the experience of the past few years. Enjoy the conversation! The primary purpose of this podcast …
 
In this special episode, Mike "@nongaap" Puangmalai, Resident Artist at WCM Investment Management, joins Phil and Elliot to share the origin story behind his insights into corporate governance, which led to the "Dark Arts" series and an investment process built around analyzing corporate governance. Mike shares some of the secrets he learned from r…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the "man overboard moment" Michael Mauboussin wrote about in a 2015 white paper entitled, "Managing the Man Overboard Moment." We also talk about the concept of "sector rotation." Enjoy the conversation! The primary purpose of this podcast is to educate and inform. Th…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss post-COVID growth curves of fast-growing businesses. For background, see the Q1 letter of RGA Investment Advisors at https://www.rgaia.com/wp-content/uploads/2022/05/Q122-Investment-Commentary-.pdf Enjoy the conversation! The primary purpose of this podcast is to educ…
 
In this special episode, co-host Phil Ordway speaks with Mary Childs, author of The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. About the Guest: Mary Childs is a co-host of NPR's Planet Money podcast. Before joining the team in 2019, she was a senior reporter at Barron's magazine, where she covered the alternatives indus…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss impressions and takeaways from the Q&A session with Warren Buffett and Charlie Munger at the Berkshire Hathaway Annual Meeting 2022. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by …
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss timely issues in corporate governance, including the pending sale of Twitter to Elon Musk and proposals at the Berkshire Hathaway annual meeting. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions …
 
In this special episode, Mario Cibelli, Jason Moser, Mike Puangmalai, and Elliot Turner discuss PayPal's next chapter. Learn why the share price decline alters the trajectory of the company and is an opportunity to own growth cheaply. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or op…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss pricing versus valuation, especially in the context of "transition" companies, such as Netflix. We also talk about the implications of so-called safe equities trading at high multiples. Enjoy the conversation! The primary purpose of this podcast is to educate and info…
 
"Change the way you look at things and the things you look at change." - Wayne Dyer In this episode, JJ explores how we can flip the script with events that challenge us by changing our state, reframing, asking for support and taking action. --- Send in a voice message: https://anchor.fm/janelle-johnston/message…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the energy sector as a source of opportunities and challenges for intelligent investing. 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 …
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss intelligent investing in housing and homebuilders. We focus on the sector dynamics, without giving specific investment recommendations. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed …
 
As humans, we all crave the need for drama. Drama can give us excitement and a sense of fun. We can either meet this need resourcefully or unresourcefully. Explore with JJ how we can understand the pitfalls of unresourcefully meeting our need for drama and how we can meet our needs resourcefully. “A rumor is a social cancer: it is difficult to cont…
 
In this special episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic speak with Max Frumes, co-author of The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street. About the Guest: Max Frumes leads a news team at Fitch Solutions covering corporate debt and restructuring. He previ…
 
ANDI LEW IS AUSTRALIA’S LEADING WELLNESS EXPERT PRESENTER With 25 years of experience as a live TV & Radio Presenter and lifelong dedication to health & wellness.Author of six books, of which 3 are best sellers, she has also owned and ran a Wellness Clinic for 13 years.Andi has appeared on ‘The Morning Show’, ‘The Today Show’, ‘The Daily Edition’ a…
 
In this special episode, TWIII co-host Phil Ordway welcomes Roger Lowenstein, author of the newly published book, Ways and Means: Lincoln and His Cabinet and the Financing of the Civil War. About the Guest: Roger Lowenstein reported for The Wall Street Journal for more than a decade. His work has appeared in The Wall Street Journal, Bloomberg, The …
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) times when markets trade on headlines rather than value; and (ii) "safe" assets amidst all the chaos in the world. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guest…
 
In this special episode, Mario Cibelli joins us to talk about the "rapidly forming new reality for public small/mid growth companies," the steps companies can take to adapt to this new normal, and how portfolio managers should think about diversification and turnover. About the Guest: Mario D. Cibelli is the General Partner of Marathon Partners L.P…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) executive compensation, and why the details should matter to long-term investors; and (ii) Covid winners and losers: were the winners really the losers, and vice versa? Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views…
 
In this special episode, co-hosts Phil Ordway and John Mihaljevic speak with Adam J. Schwartz, Chief Investment Officer of Black Bear Value Partners, about the challenge and opportunity of designing an investment business that is most congruent with the manager's investment philosophy. About the Guest: Adam J. Schwartz manages Black Bear Value Part…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) "overstaying one's welcome" as an investor, or how to think about selling vs. holding; and (ii) reading for purpose and the importance of journalism. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or o…
 
In this special episode, co-hosts Phil Ordway and Elliot Turner speak with award-winning investing columnist Spencer Jakab about his new book, The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. About the Book: The Revolution That Wasn’t is the riveting story of how the meme stock squeeze unfolded, and of the real arc…
 
Ruth Hibburt is a highly accomplished, Teacher, Author, Mindset Coach, Hypnotherapist, and Master Practitioner who has taught, coached and lead curriculum development in Australian Primary, Secondary and English Language Centre Schools since 2006. A positive change maker in education, Ruth is an expert in building skills, confidence and positive re…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the inflation debate, and whether the word "transitory" still has relevance; and (ii) investing in unprofitable companies. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts …
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) investing and life lessons learned from the late Lou Simpson; and (ii) Buffett's quote, “Charlie (Munger) and I would much rather earn a lumpy 15 percent over time than a smooth 12 percent.” Enjoy the conversation! The primary purpose of this podcast is to educate…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the historically high disparity between large-cap vs. small-/mid-cap valuation; and (ii) Peter Bernstein on survival and the avoidance of disaster, as well as managing through bubbles. Enjoy the conversation! The primary purpose of this podcast is to educate and i…
 
Saurabh Madaan, Managing Member of Manveen Asset Management, and Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management, joined members for a fireside chat at Latticework on December 15, 2021. Saurabh and Michael explored the topic, “Expectations Investing as Applied to Growth Businesses”. Micha…
 
Elliot Turner, Managing Partner and Chief Investment Officer of RGA Investment Advisors, and Nick Devlin, Chief Executive Officer of Naked Wines (UK: WINE), joined members for a fireside chat at Latticework on December 16, 2021. Elliot and Nick discussed the evolution and business model of Naked Wines and explored the topic, “Driving Customer Value…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) superforecasting and the Good Judgment Open; and (ii) the biggest lessons of the year 2021. 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. Neithe…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the new edition of Michael Mauboussin's book, Expectations Investing; and (ii) the "right" amount of lying -- prompted by Rohit Krishnan's essay, "How Much Should You Lie?" Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The v…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the future of brands, and how to think about brand value; and (ii) leadership change at Twitter, with Parag Agrawal becoming CEO. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by…
 
“Sometimes you need something to shake you up, to wake you up” - Janelle Johnston The last couple of years have definitely opened my eyes to the world we live in. In challenge, there are always many learnings to be had if you are open to them. Here are some of mine: Human Connection Support your community Government – Do not always have your best i…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the challenges of forecasting, faced by businesses and investors alike; and (ii) thoughts on Zillow's retreat from ibuying. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the pending breakup of GE and whether it signifies the "end of conglomerates"; and (ii) the "Kasparov Principle" as applied to investing. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expr…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) game theory in consolidating industries, and how it fits into investment strategy; and (ii) companies with an internal investment function, and whether more companies should pursue it. Enjoy the conversation! The primary purpose of this podcast is to educate and i…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) using macro data in the investment process -- specifically, the one source of macro data Phil uses regularly; and (ii) an area ripe for interesting investment ideas: companies whose product or service is important to the customer but represents a small portion of …
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) positioning for longevity in the investment world; and (ii) whether we are near the end of the decades-long bull market in bonds. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. R…
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) an interview with Sir David Spiegelhalter on risk and the use (and misuse) of statistics, published in the Financial Times on April 16, 2021; and (ii) a table from Morgan Stanley, showing that more than 90% of stocks have declined more than 10% from their YTD high…
 
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) duration, terminal value, and the "fear of mission out"; and (ii) investing articles and texts that belong in every investor's "re-read" folder. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment A…
 
In this special episode, co-host Phil Ordway speaks with William Green about the book, "Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life". Enjoy the conversation! About the Participants: Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fund…
 
"Stand guard at the door of your mind." - Tony Robbins NLP Master Coach JJ explores the manipulation process that has the capacity to program people's minds often without them being consciously aware. "Just because something isn't a lie does not mean that it isn't deceptive. A liar knows that he is a liar, but one who speaks mere portions of truth …
 
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) confidence vs. overconfidence; and (ii) idea generation, or how to get to "no" quickly in the investment process. Enjoy the conversation! About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Ad…
 
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…
 
Nicola Charles trained as an actress and dancer in the UK and started her career in British television commercials, having been chosen as the face to launch Coca-Cola's new flagship brand Sprite. Nicola has been in numerous commercials with her acting and modelling work. In the mid-1990s Nicola landed her first acting role-playing Sarah Beaumont in…
 
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…
 
Craig Schulze is an entrepreneur, author, speaker and investor who has been in business for over 20 years and built business into 100 countries. He is passionate about inspiring people to live their life with passion and purpose.Craig is the author of "You've Got One shot". A personal heart-wrenching story of how Craig and his wife lost their baby,…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login