Shows
This Week in Intelligent InvestingMatt Peterson on His Investment Approach and Proprietary AI Research PlatformIn this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform.
Matt's investment approach combines a value-oriented, research-intensive process with sophisticated options strategies to generate superior risk-adjusted returns.
Veritas Alpha is a AI equity research platform for family offices, endowments, and serious investors.
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests a...
2025-12-221h 01This Week in Intelligent InvestingSamir Patel on Using AI Intelligently Within the Investment ProcessIn this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the Dallas–Fort Worth area.
Samir discusses the use of AI in the investment process. Samir explains how and why he uses certain AI tools and approaches through the lens of mental models, including trait adaptivity, focus, and cognitive biases.
Enjoy the conversation!
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Further reading:
Poor Ash's Almanack (latticework of 100+ mental models)
Deep dive on AI and its implications for valu...
2025-11-131h 03
ELLIOTDeep, Jackin & Minimal House Set - ELLIOT Live @ The Supermercat Barcelona (25/10/25)~ #ELLIOTLive @ The Supermercat Barcelona (25/10/25) ~
Good vibes at The Supermercat kicking off a special all night long :)
Check my next live sets near you! ➔ @elliotdeejay (https://instagram.com/elliotdeejay)
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Buen ambiente en The Supermercat empezando la noche en un all night long especial :)
Ven a mis próximos sets en directo cerca de ti! ➔ @elliotdeejay (https://instagram.com/elliotdeejay)
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The 'ELLIOT Live' series brings you all ELLIOT's live DJ sets at clubs, festivals and other venues.
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La serie 'ELLIOT Live' te trae todos los DJ sets en directo de ELLIOT en clubs, festivales y otras salas.
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Send your #GroovyPromo (MP3 3...
2025-11-021h 21
What The Pluck?The Power of a Good Booking System, with Booksy’s ElliotSend us a messageLet’s be honest - no one got into the beauty industry because they love admin 😅 But if you’re still juggling DMs, missed calls, and paper diaries, this episode might just change your life (and your stress levels).This week, Jamie and Harriet sit down with Elliot from Booksy to talk all things booking systems - and why getting organised behind the scenes can be the game-changer your business didn’t know it needed. From freeing up hours in your week to levelling up your client experience, we’re diving i...
2025-10-2034 minThis Week in Intelligent InvestingYaron Naymark on His Investment Philosophy, Highest-Conviction IdeasIn this episode, host Elliot Turner welcomes Yaron Naymark, founder and Portfolio Manager of 1 Main Capital. Yaron shares his origin story as a hedge fund manager, discusses his investment philosophy, assesses the current market environment, and dives into his highest-conviction and newest ideas.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any p...
2025-10-131h 09
Crossing Faiths180 - Joseph F. Dumond: Predicting the End of DaysIn this episode of Crossing Faiths, John Pinna speaks with Joseph Dumond, an author and subject matter expert on biblical prophecy and the Jubilee calendar. Dumond explains his decades-long research into establishing a precise timeline for the end of days based on 120 Jubilee cycles of 49 years each. Using historical and archaeological evidence like the Assyrian siege of Jerusalem in 701 BC and ancient tombstones, he outlines a prophetic calendar that he believes pinpoints key events. He discusses how the COVID-19 pandemic in 2020 marked a significant midpoint and interprets the October 7th attack on Israel as the "abomination" prophesied in Daniel...
2025-09-291h 24This Week in Intelligent InvestingAlex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DISIn this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.
Enjoy the conversation!
Helpful links:
Amazon book page
TSOH Investment Research
Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida...
2025-02-271h 18
RESET with Tonya4 | Modern Languages of Love: A Valentine's RESETSend us a textWhat if love is more than just a romantic feeling? Join our chosen family at RESET as we celebrate the gift of modern love. In this special Valentine's Day episode, we explore how love is evolving in the age of AI through eight remarkable conversations about connection, belonging, and transformation. From Russ & Audrey Elliot’s 47-year marriage built on "small everyday stuff" to GenZ Berkeley student Maxwell Stern’s revolutionary vision of expanding rights for chosen families, our guests challenge traditional definitions of love while offering wisdom for navigating relationships in our rapidly chan...
2025-02-141h 21
RESET with Tonya2 | Engineering Life After Corporate: From Boardrooms to Bike TrailsSend us a textWhat happens when a systems engineer mindset applies analytical thinking to engineering Life After Corporate? In this episode of RESET, we explore an extraordinary journey with Russ Elliott, whose transformation from corporate executive to cycling enthusiast and mentor reveals powerful lessons about purpose, community, and resilience.Russ isn't just enjoying retirement – he's redefining it. His story demonstrates how to build meaningful communities and find new purpose while maintaining the analytical mindset that served him throughout his corporate career.RESET with Tonya J. Long: Where Purpose Meets Po...
2025-02-0258 min
The Twilight Zone PodcastLong Distance Call by Richard MathesonBefore the Twilight Zone episode Night Call, was the original short story by Richard Matheson. Tom Elliot takes a look at Long Distance Call. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-twilight-zone-podcast--5856481/support.
2025-02-0136 minThis Week in Intelligent InvestingBill Chen on Public Equity Investing in Real Estate (Part 1)In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor's perspective.
Bill had presented his thesis on large-cap multifamily REITs at Best Ideas 2024, hosted by MOI Global. A replay is available at https://moiglobal.com/bill-chen-multifamily-reits-202401/
Enjoy the conversation!
The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests a...
2024-05-201h 07The Twilight Zone PodcastThe Long MorrowTom Elliot puts himself into suspended animation for this most heart breaking of Twilight Zones. The Long Morrow.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-twilight-zone-podcast--5856481/support.
2024-04-201h 28The Twilight Zone PodcastPrelude to The Long Morrow: The Gift of the MagiBefore The Long Morrow, there was The Gift of the Magi by O. Henry. Soon we take a look at the Twilight Zone episode, but first let's remind ourselves of that original story. From a 1965 release called Have a Happy Holiday, by Lorne Greene.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-twilight-zone-podcast--5856481/support.
2024-04-0319 min
Elliot Health Talks, a Podcast by Elliot Health SystemAn Overview of The Elliot’s VirtualERDr. Mathew Dayno joins the podcast to discuss Elliot VirtualER. He explains how to use the virtual ER for treatment or to decide whether to go to the emergency room, primary care provider, or Urgent Care. He discusses how long it takes to be seen, how virtual consultation and labs work, what information to have when you log on, what conditions are suited to the VirtualER, and how billing works.
2024-03-1900 min
The Dysregulated PodcastLong Live the Cambo!Long live the Cambridge Hotel. A huge chapter for myself (and the city) is closing, yet this might be the opportunity to pivot towards something more.....
2023-06-2917 min
ELLIOTDeep House & Melodic House Mix - Mixed by Elliot #107~ Mixed by Elliot #107 ~
It's been long time, but I decided to break a little bit into some Deep & Melodic House tunes in my collection, hope u like it
2023-06-111h 06
Magnetic Mama45. Inside our Relationship - Loving each other with Different Love Languages (with Emily Elliot and Blake Fly)In this episode, I sit down with my husband Blake to talk about loving each other with different love languages. It can be a real stretch when you see what comes out of you, naturally. We also talk about how to overcome stagnant times in your relationship and we get real about the highs and lows of long term relationships. We sound tired and candid in this episode, but this is the best way to show up in your life and relationship - real and raw. See you on the inside!
Where to find...
2023-06-1025 min
One Penny At A TimeWhy I like Discover Financial Services (DFS) for the long-term.In this episode I go over why I'm in for Discover Financial Services for the long term.
Link to my socials & referrals https://linktr.ee/harris.elliot
Email onepennyatatimepodcast@gmail.com
Disclaimer: I am not a financial adviser. This podcast is for entertainment, inspiration, & educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any investing decisions. The data shared may be inaccurate.
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2023-05-0816 min
The Simply Fit Podcast6 Keys To Long Term Success In Your Life Pt.2In this episode of the Simply Fit Podcast, Elliot goes through part two of the 6 keys to long term success in any pursuit you choose to take in life.If you missed part one, head back to episode 358 and gain some invaluable learnings.Book a consultation call: https://bit.ly/EHCoachingCallFind out more about coaching: www.ehcoaching.co.ukConnect with me on Instagram: @elliothasoonGet Free Workout Plans: https://bit.ly/EHWorkoutsYT Please rate us 5* on Apple Podcasts Or Spotify and leave us a review if you're enjoying the podcast.
2023-04-1207 min
The Simply Fit Podcast6 Keys To Long Term Success In Your Life Pt.1In this episode of the Simply Fit Podcast, Elliot goes through the 6 keys to long term success in any pursuit you choose to take in life, this is part one of two.Stay tuned for part two coming this coming Wednesday.Book a consultation call: https://bit.ly/EHCoachingCallFind out more about coaching: www.ehcoaching.co.ukConnect with me on Instagram: @elliothasoonGet Free Workout Plans: https://bit.ly/EHWorkoutsYT Please rate us 5* on Apple Podcasts Or Spotify and leave us a review if you're enjoying the podcast.
2023-04-0906 minOne Penny At A TimeWhy patience and removing emotions in the market as a long term investor is important.In this episode I go over my personal story on patience with Ally Financial ticker symbol ALLY. I talk about how when bad earnings hit a company, and the stock falls to lows if my conviction on the company does not change how I was able to maneuver trough this to post positive results 3 months later.
Link to my socials & referrals https://linktr.ee/harris.elliot
Email onepennyatatimepodcast@gmail.com
Disclaimer: I am not a financial adviser. This podcast is for entertainment, inspiration, & educational purposes only. Investing of any kind involves risk. I am...
2023-01-3017 minThis Week in Intelligent InvestingThe Opportunity in Beaten-Down, Money-Losing Growth BusinessesIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss long-term investment opportunities among fast-growing but money-losing companies whose stock prices have declined precipitously over the past year.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2023-01-2958 min
Sizzling Romantic Fiction: Romance and General Fiction by Eve ElliotStay With Me by Eve Elliot - Chapter Twenty Twoa bit of a long chapter...but it's worth it :P
find out more at eveelliot.com
2022-12-2651 min
Sizzling Romantic Fiction: Romance and General Fiction by Eve ElliotStay With Me by Eve Elliot - Chapter TwentyThis is another long chapter (sorry!), with a lot going on.
The more Erik learns about Alex's past, the more upset he seems to get...
find out more at eveelliot.com
2022-12-1945 minThis Week in Intelligent InvestingReflecting on the FTX Debacle and the Factors That Made It PossibleIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not only possible but perhaps likely.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-11-2052 min
Sizzling Romantic Fiction: Romance and General Fiction by Eve ElliotStay With Me by Eve Elliot - Chapter Nine Part 2In the book version, this a long chapter divided into two parts - the first being from her point of view, and the second from his. This is a common technique in romance fiction, so that you get to feel what both of them are experiencing without the amateur-writer mistake of jumping in and out of their heads in the same scene.
So because it was quite long, I recorded this in two parts. This is just part two, after the sex :D - from Erik's perspective.
find out more eveelliot.com
2022-11-1017 min
Sizzling Romantic Fiction: Romance and General Fiction by Eve ElliotStay With Me by Eve Elliot - Chapter Nine Part 1Finally....finally Alex and Erik go to bed....
In the book version, this a long chapter divided into two parts - the first being from her point of view, and the second from his. This is a common technique in romance fiction, so that you get to feel what both of them are experiencing without the amateur-writer mistake of jumping in and out of their heads in the same scene.
So because it was quite long, I recorded this in two parts. This is just part one, the sex :D - but please listen to part...
2022-11-0727 minThis Week in Intelligent InvestingThe Capacity to Suffer, How It Applies in Practice, and the Case of MetaIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the Tom Russo-championed concept of "the capacity to suffer", how to apply it in practice, and to what extent it can be used to think about the recent woes at Meta Platforms.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell a...
2022-11-0640 minThis Week in Intelligent InvestingDavid Einhorn on Value Investing: Will It Ever Come Back?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss David Einhorn's recent comments on value investing, which are available at https://youtu.be/ERa_d7PpbYU?t=31
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-10-2247 min
The Simply Fit Podcast4 Habits Of Successful Long Term Dieters - My ThoughtsIn this episode of the Simply Fit Podcast, Elliot goes through the research findings of the NWCR’s 4 habits of successful long term dieters.Work with us: www.ehcoaching.co.ukConnect with me on Instagram: @elliothasoonWatch The Podcast On YouTube: Simply Fit ChannelLink To Findings: http://www.nwcr.ws/Research/default.htmPlease rate us 5* on Apple Podcasts Or Spotify and leave us a review if you're enjoying the podcast.
2022-10-1210 minThis Week in Intelligent InvestingReflections on Buffett’s Famous Essay, ”How Inflation Swindles the Equity Investor”In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss Warren Buffett's famous 1977 essay, "How Inflation Swindles the Equity Investor". The co-hosts examine equity investing in the context of an inflationary environment.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast s...
2022-10-0954 min
ELLIOTMelodic House & Techno Mix - Mixed by Elliot #095~ Mixed by Elliot #095 ~
After a long time (and some effort to mix back this beautiful genre :D), here's a mix of some Melodic House & Techno tracks I've been collecting this year. Hope you enjoy the travel.
Follow me on my social media @elliotdeejay for more music and good vibes! ➔ linktr.ee/ElliotDJ
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Después de un buen tiempo (y esfuerzo por volver a mezclar este maravilloso género :D), aquí va un mix de algunos temas deMelodic House & Techno que he ido recopilado este año. Espero que disfrutéis el viaje.
Sígueme en mis redes sociales @elliotdeejay para más...
2022-09-251h 06This Week in Intelligent InvestingThe Challenge and Risks of Managing Inventory in Light of COVID-Related Demand SwingsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their inventory levels in light of COVID-related demand swings. In particular, the hosts reflect on a Wall Street Journal article about Scotts Miracle-Gro (NYSE: SMG). They also touch on the challenges faced by Peloton (Nasdaq: PTON).
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 show, nor any of its content should be construed a...
2022-09-2446 min
Rally Cap PodcastPSA: Don't forget to tip your Long SnappersZach and Elliot recap the wildest Bengals game in recent memory. We give our thoughts on the full NFL slate and preview the upcoming Cowboys game. And at the 44:45 mark we tell our absolutely insane experience watching the Bengals game while a Lions fan and an Eagles fan fight right next to us.
2022-09-1455 minThis Week in Intelligent InvestingThe Cyclicality of Malthusianism, and Related Investment ImplicationsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the cyclicality of Malthusianism, and related investment implications.
"Malthusianism is the idea that population growth is potentially exponential while the growth of the food supply or other resources is linear, which eventually reduces living standards to the point of triggering a population die off." (source: Wikipedia)
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 show, nor any of i...
2022-09-1137 min
Alexander's Ragtime BandPink Floyd in Transition, 1969-1972 Pink Floyd started as a psychedelic rock group, and were one of the most important bands of London's underground scene. But after Syd Barrett left the group, the band struggled to find their identity before eventually solidifying themselves as one of the greatest rock bands of all-time. The albums they recorded during this period might not all be great, but they're still a part of the Pink Floyd journey, and definitely helped the band form their legendary prog rock sound. Elliot Long, Jeremy Parish, and James Eldred discuss these albums to find the good, the bad, and the Ummagumma.
2022-07-271h 22This Week in Intelligent InvestingThe Futility of Recession Forecasting as Part of an Investment ProcessIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the futility of recession forecasting as a way of informing investment and portfolio management decisions.
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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a b...
2022-07-1045 min
The Operation of the FangirlGames from Long AgoIt’s a Wes solo episode! They talk about the games they’ve been playing for years, and finally got around to finish!
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Got something to say?
Shoot us an email - operationoffangirlpodcast@gmail.com
Wanna connect with us?
Instagram - @operationfangirlpod
TikTok - @operationfangirlpod
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Send in a voice message: https://podcasters.spotify.com/pod/show/elliot-and-wes/message
2022-07-0112 minThis Week in Intelligent InvestingThe Evolution of Financial Distress | Investor Fatigue and Mental ExhaustionIn 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 is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or s...
2022-06-1847 minThis Week in Intelligent InvestingSPECIAL: Mike ”@nongaap” Puangmalai on the Role of Deep Corporate Governance Analysis in an Investment ProcessIn 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 rigorous proxy analysis, his thoughts on the maturation cycle of recently public companies, and the one most valuable trick investors can deploy today to decipher whether a management team is truly aligned with investors.
Enjoy the conversation!
The primary purpose o...
2022-06-111h 18This Week in Intelligent InvestingMichael Mauboussin’s ”Man Overboard Moment” and Sector RotationIn 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. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-06-0544 minThis Week in Intelligent InvestingPost-COVID Growth Curves of Growth CompaniesIn 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 educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information s...
2022-05-2246 minThis Week in Intelligent InvestingReflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual MeetingIn 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 hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not b...
2022-05-0846 minThis Week in Intelligent InvestingTwitter, Berkshire Hathaway, and Corporate GovernanceIn 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 expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast s...
2022-05-0153 minThis Week in Intelligent InvestingSPECIAL: PayPal’s Next Chapter (Recording of Twitter Space on April 21, 2022)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 opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared o...
2022-04-271h 10This Week in Intelligent InvestingPricing vs. Valuation and Companies in Transition | When ”Safety” Is Not CheapIn 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 inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-04-2451 minThis Week in Intelligent InvestingA Discussion of Energy: Opportunities and Challenges Facing InvestorsIn 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 show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for y...
2022-04-1045 minThis Week in Intelligent InvestingInvesting in Housing and Homebuilders: A Discussion of Sector DynamicsIn 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 by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon a...
2022-04-0346 minThis Week in Intelligent InvestingSPECIAL: Max Frumes on His Book, The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall StreetIn 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 previously was the founding editor of a leading publication covering corporate bankruptcy, and before that reported for S&P’s Leveraged Commentary & Data and The Deal. Frumes received his undergraduate degree from the University of California, Berkeley, and an MS...
2022-03-2750 minThis Week in Intelligent InvestingWhen Markets Trade on Headlines Rather Than Value | ”Safe” Assets Amidst the ChaosIn 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 guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should n...
2022-03-0654 min
ELLIOTDrum & Bass Mix - Mixed by Elliot #091~ Mixed by Elliot #091 ~
After a long time, I've mixed this DnB selection full of energy, enjoy!
Follow me on my social media @elliotdeejay for more music and good vibes! ➔ linktr.ee/ElliotDJ
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Después de mucho tiempo, he mezclado esta selección de DnB llena de energía, a disfrutar!
Sígueme en mis redes sociales @elliotdeejay para más música y buen rollo! ➔ linktr.ee/ElliotDJ
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The 'Mixed by Elliot' sessions are played, mixed and recorded live by Elliot, bringing you the vibe and the energy from a live DJ set.
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Las sesiones 'Mixed by Elliot' son tocada...
2022-02-271h 21This Week in Intelligent InvestingWhy Executive Compensation Matters | Covid Winners and Losers, and How the Market ThinksIn 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, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific i...
2022-02-201h 01This Week in Intelligent InvestingThe Mistake of Not Selling Soon Enough | Reading for Purpose and the Importance of JournalismIn 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 opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared o...
2022-02-0657 minThis Week in Intelligent InvestingSPECIAL: Spencer Jakab on The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small InvestorsIn 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 architects (and winners) of the GameStop rally. Drawing on his years as a stock analyst at a major bank, Jakab exposes technological and financial innovations such as Robinhood’s habit-forming smartphone app as ploys to get our dollars within the...
2022-01-3039 min
ELLIOTFuture House Mix - Mixed by Elliot #090~ Mixed by Elliot #090 ~
After a long time, I'm travelling again to the future...let's go!
Follow me on my social media @elliotdeejay for more music and good vibes! ➔ linktr.ee/ElliotDJ
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Después de un buen tiempo, estoy viajando de vuelta al futuro...vamos!
Sígueme en mis redes sociales @elliotdeejay para más música y buen rollo! ➔ linktr.ee/ElliotDJ
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The 'Mixed by Elliot' sessions are played, mixed and recorded live by Elliot, bringing you the vibe and the energy from a live DJ set.
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Las sesiones 'Mixed by Elliot' son tocadas, mezcladas y grabadas en directo...
2022-01-301h 00This Week in Intelligent InvestingThe Inflation Debate | Investing in Unprofitable CompaniesIn 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 or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied u...
2022-01-2354 minThis Week in Intelligent InvestingInvesting and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 PercentIn 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 and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any p...
2022-01-1647 minThis Week in Intelligent InvestingDisparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and SurvivalIn 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 inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2022-01-0943 minThis Week in Intelligent InvestingSPECIAL: Nick Devlin and Elliot Turner on the Business Model of Naked WinesElliot 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 via Scale Economies Shared”.
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 show, nor any of its content should be construed as investment advic...
2022-01-041h 08
ELLIOTHouse, Tech House & Techno Yearmix 2021 - Mixed by Elliot #089~ Mixed by Elliot #089 ~
Boom! More than 4hr mix to party all night long, happy new year!
Follow me on my social media @elliotdeejay for more music and good vibes! ➔ linktr.ee/ElliotDJ
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Boom! Más de 4h de sesión para estar de fiesta toda la noche, feliz año nuevo!
Sígueme en mis redes sociales @elliotdeejay para más música y buen rollo! ➔ linktr.ee/ElliotDJ
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The 'Mixed by Elliot' sessions are played, mixed and recorded live by Elliot, bringing you the vibe and the energy from a live DJ set.
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Las sesiones 'Mixed by Elliot' so...
2021-12-314h 26This Week in Intelligent InvestingSuperforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021In 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. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a b...
2021-12-1953 minThis Week in Intelligent InvestingMichael Mauboussin‘s Expectations Investing | The Right Amount of LyingIn 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 views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2021-12-1255 minThis Week in Intelligent InvestingThe Future of Brands and Brand Value | Leadership Change at TwitterIn 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 hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this p...
2021-12-051h 00This Week in Intelligent InvestingChallenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuyingIn 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 or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be r...
2021-11-2154 minThis Week in Intelligent InvestingGE and the Deconglomeration Push | Kasparov Principle as Applied to InvestingIn 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 expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this p...
2021-11-1453 minThis Week in Intelligent InvestingGame Theory Dynamics in Consolidating Industries | Companies with Internal Investment FunctionIn 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 inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security s...
2021-11-0753 minThis Week in Intelligent InvestingUsing Macro Data in the Investment Process | An Area Ripe for Great Investment IdeasIn 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 the customer's total cost.
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 show, nor any of i...
2021-10-3144 minThis Week in Intelligent InvestingPositioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?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. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-10-2455 minThis Week in Intelligent InvestingDavid Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market InternalsIn 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 highs (>30% for Nasdaq and Russell 2000 stocks) even as the market indices remain only a few percentage points off their highs.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at R...
2021-10-1650 minThis Week in Intelligent InvestingDuration, Terminal Value, and FOMO | Great Investing Texts to Re-Read OftenIn 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 Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-10-1051 minThis Week in Intelligent InvestingConfidence vs. Overconfidence | Idea Generation and Getting to ”No” QuicklyIn 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 Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed p...
2021-09-271h 01
The Public Speaking Experts PodcastEpisode 1 - Introducing Elliot Kay and Jose UcarWhat is the Public Speaking Experts Channel all about?
The Public Speaking Experts (Podcast/Channel) is a movement dedicated to helping people who are wanting to start or to level up their speaking for their businesses, organizations, or professions so that they may stand out and become a go-to expert authority in their field. This is an avenue to help them not only be a great speaker but to speak their greatness!
This channel is hosted by Elliot Kay and Jose Ucar, who initially met when Jose invited Elliot...
2021-09-2509 min
The Public Speaking Experts PodcastEpisode 1 - Introducing Elliot Kay and Jose UcarWhat is the Public Speaking Experts Channel all about?The Public Speaking Experts (Podcast/Channel) is a movement dedicated to helping people who are wanting to start or to level up their speaking for their businesses, organizations, or professions so that they may stand out and become a go-to expert authority in their field. This is an avenue to help them not only be a great speaker but to speak their greatness!This channel is hosted by Elliot Kay and Jose Ucar, who initially met when Jose invited Elliot in his podcast during the year 2020...
2021-09-2509 minThis Week in Intelligent InvestingInvestment Implications of Labor Shortages | Don‘t Miss the Big Ideas in InvestingIn 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:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-09-1855 minThis Week in Intelligent InvestingWhy All News Seems to Be Good News | Sound Underwriting vs. Position ManagementIn 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 example of Kambi Group.
Enjoy the conversation!
About the Co-Hosts:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price i...
2021-09-1256 min
The Simply Fit Podcast5 Traits You Need To Maintain Results Long TermSuccess leave clues.After working with my online clients for years and years, I’ve seen many trends develop for those who sustain their results in the long term.I’ve also identified many of these in my own journey too.In this episode of the Simply Fit Podcast, I’ve narrowed it down to the key 5 that you will need to adopt to maintain your health and fitness results for the long term. Have a listen to all five and start to think how you might apply those to your life and you...
2021-08-0834 min
On Heir Podcast w/The NelsonsOn Long Suffering and The In Between🗣WHATS UP HEIRS AND CO-HEIRS!Lorissa and Elliot are back with another episode and this time they discuss Lorissa’s breastfeeding journey, Elliot buying Lorissa a car and God’s heart for long suffering and how it matters for His children.Tap in with us! #WeAreHeirsAdvertising Inquiries: https://redcircle.com/brands
2021-08-0648 minThis Week in Intelligent InvestingSeason One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to ComeIn 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 co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses o...
2021-07-1832 minThis Week in Intelligent InvestingScarcity vs. Abundance, and the Curation Unlock | Firestone's Law of ForecastingIn 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 Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to j...
2021-07-031h 05This Week in Intelligent InvestingDaniel Kahneman's "Noise" | Is Customer Acquisition Cost the New Rent?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 a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and a...
2021-06-261h 09
The Alligator PodcastNews: Juneteenth becomes official U.S. holiday as Gainesville celebrates month-long Journey to JuneteenthJuneteenth is a national holiday commemorating the emancipation of enslaved people in the United States. This year, Gainesville honored the holiday with the first Journey to Juneteenth, a month-long event celebrating the end of slavery nationally and specifically in Florida. Additionally, Gainesville is continuing to face shortages of blood donations and the Florida Department of Health ends daily reporting of COVID-19 updates. Listen to these stories and more on this episode of The Alligator podcast.
2021-06-2109 minThis Week in Intelligent InvestingOn Being an Emerging Manager: Experiences, Lessons Learned, Success FactorsIn 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 Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed p...
2021-06-121h 57
The Travelers BlueprintTTB 141: May Travel Bites with Bob and ElliotIn this episode we discuss some of the recent travel related news we found interesting or relevant over the month of May. We break down our favorite different news articles, including: A man traveled cross-country to mine the diamonds for his girlfriend's engagement ring -- he dug up a 2.2 carat beautyAn Indian couple is under investigation over a chartered flight linked to their wedding.Boom Supersonic aims to fly 'anywhere in the world in four hours for $100'A Chehalis man vowed to follow COVID-19 rules. Then he led a 153-person Grand Canyon hikeLong lines, reduced amenities, higher prices: W...
2021-06-0726 minThe Travelers BlueprintTTB 141: May Travel Bites with Bob and ElliotIn this episode we discuss some of the recent travel related news we found interesting or relevant over the month of May. We break down our favorite different news articles, including: A man traveled cross-country to mine the diamonds for his girlfriend's engagement ring -- he dug up a 2.2 carat beautyAn Indian couple is under investigation over a chartered flight linked to their wedding.Boom Supersonic aims to fly 'anywhere in the world in four hours for $100'A Chehalis man vowed to follow COVID-19 rules. Then he led a 153-person Grand Canyon hikeLong lines, reduced amenities, higher prices: W...
2021-06-0726 minThis Week in Intelligent InvestingAggregation of Marginal Gains | A Study of Lifetime Value CreationIn 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 Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior t...
2021-06-051h 06This Week in Intelligent InvestingThe Big Ideas of Investing | The Sale of Nuance: A Case Study in IncentivesIn 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-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-05-291h 07This Week in Intelligent InvestingThe Market's Obsession With What's Next | Investing in the Unknown and UnknowableIn 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:
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering a...
2021-05-221h 10This Week in Intelligent InvestingPersistence of Market Cap Leaders Over Time | Inflation: Transitory or Not?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 Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, E...
2021-05-151h 01
Elliot's IliadHow long until the world ends in a nuclear holocaust?listen as myself, my friends Conor, and Billy talk about some deep ass topics like how long we think it'll take before the world nukes itself and how crazy evolution is. These guys are two of my closest and most long term friends I've ever had and I have some of the best conversations with them so naturally you will definitely be seeing more of them on this podcast.--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-05-1244 min