130 Episoade

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

    Publicat: 18.09.2023

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

    Publicat: 27.05.2023

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

    Publicat: 14.05.2023

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

    Publicat: 01.05.2023

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

    Publicat: 15.04.2023

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

    Publicat: 25.03.2023

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

    Publicat: 12.03.2023

  8. Thinking About Artificial Intelligence and Its Implications for Investors

    Publicat: 26.02.2023

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

    Publicat: 19.02.2023

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

    Publicat: 29.01.2023

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

    Publicat: 15.01.2023

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

    Publicat: 18.12.2022

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

    Publicat: 04.12.2022

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

    Publicat: 20.11.2022

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

    Publicat: 06.11.2022

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

    Publicat: 22.10.2022

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

    Publicat: 09.10.2022

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

    Publicat: 24.09.2022

  19. The Cyclicality of Malthusianism, and Related Investment Implications

    Publicat: 11.09.2022

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

    Publicat: 10.07.2022

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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.

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