Shows
The Brian Turner ShowBrian Turner Show (on East Village Radio), July 2, 2025brianturnershow.com, eastvillageradio.comKAJUN SS - Back In the Ring - Wop Bop Bam Bam (Jeth-Row/Therapeutic, 2004)TESTORS - Voltaire - Complete Recordings 1976-1979 (Swami, 2003)CZERWONE GITARY - Coda - Rytm Ziemi (Polskie Nagrania Muza, 1971)FRANCIS BEBEY - Forest Nativity (Extended Version) - Trésor Magnétique (Africa Seven, 2025)LANGENDORF UNITED - Undercover Beast (Sing A Song Fighter, 2025)MICROHM - Memory Index 3035 (Naafi, 2025)MUADEEP - One Sentinal - Darker Than Illusions EP (Yuku, 2025)IGORRR - Blastbeat Falafel - Amen (Metal Blade, 2025)DIAMATREGON - Blasphemy For Satan - Blasphemy Fo...
2025-07-031h 59
Tourism Business ChatNavigating the Future of Tourism – with Steve Magnall, Adam Goymour and Philip Turner. Tourism Business Survey specialRecorded live on 12 June 2025 as part of the Tourism Business Survey results seminar, Chris Scargill hosted a panel conversation with Steve Magnall, MD of Two Magpies Bakery, Adam Goymour MD of Goymour Group, and Philip Turner, MD of Chestnut Group. The conversation explored the challenges and strategies faced by businesses in the tourism sector, particularly in relation to employment costs, consumer behavior, and economic pressures. The panel give personal insight into the importance of training and maintaining customer confidence while navigating pricing strategies. They also highlighting the need for resilience and innovation and the importance of collaboration...
2025-07-011h 00
Tourism Business ChatBe the Destination: Insights from Philip Turner on Growth, Community, and Tourism"If you can't BE the destination, be the destination WITHIN the destination" so says Philip Turner, founder and owner of Chestnut Group, and keynote speaker the 2025 Larking Gowen Tourism Business Survey results seminar, held on 12 June in Norwich. If you missed being there on the day, let this special episode of Tourism Business Chat take you into the room where it happened, and hear Philip cover everything from his backstory, to his approach to growth and investment, staying as an East Anglian business, the importance of the relationship with your bank, the power hospitality holds in communities...
2025-06-3046 min
Checking In by Hotel OwnerInside the expansion playbook of Chestnut Group’s Philip TurnerIn this episode, Philip Turner, the founder of Chestnut Group, discusses his journey from financial services to hospitality, how he has scaled Chestnut Group at speed and is preparing for future acquisitions, and why transparency and accountability are key to securing shareholder support.
This episode is sponsored by Rezcontrol. Running a hotel is complex — but your property management system shouldn't be. Rezcontrol is the next-generation, cloud-native PMS designed to put hoteliers in control.
With powerful automation, fully integrated booking and payment systems, and real-time reporting, as well as legendary UK-based customer service, Rezcontrol frees up your team to do what th...
2025-06-2043 minThe Brian Turner ShowBrian Turner Show (Fill-In for The East Village Radio Jazz Show), December 27, 2024Filling in for Jason Wald today with all jazz selections. brianturnershow.com, eastvillageradio.comPHILIP COHRAN & THE ARTISTIC HERITAGE ENSEMBLE - Unity - Philip Cohran And The Artistic Heritage Ensemble (1969, re: Aestuarium, 2001)MELVIN JACKSON - Cold Duck Time Pts 1 &2 - Funky Skull (Limelight, 1969)ROB MAZUREK / EXPLODING STAR ORCHESTRA - White River - Live at the Adler Planetarium (International Anthem, 2024)MONK MONTGOMERY - Journey To the Bottom - Bass Odyssey (Chisa, 1971)DAVID MURRAY - Shout Song - V/A: Wildflowers 4: The New York Jazz Loft Sessions (Douglas/Casablanca, 1976)THE...
2024-12-281h 59The Brian Turner ShowBrian Turner Show (on East Village Radio), October 16, 2024brianturnershow.com, eastvillageradio.com/the-brian-turner-showSAND - On the Corner - Golem (Delta-Acustic, 1974)KORPUS KRISTI - Unterm' Glas - Korpus Krosti (Tausem Augen, 1981)UNKNOWN - Wakuénai (Curripaco) - Music for Shape-Shifters: Field Recordings from the Amazonian Lowlands, 1981-1985 (Sublime Frequencies, 2024)THE AVANT GARDE (w/CHUCK WOOLERY) - Naturally Stoned - 7" (Columbia, 1968)THE FLUID - Hooked - Roadmouth (Sub Pop, 1989)BLACK PANTIES - Dirt From the Mop - 7" (Total Punk, 2018)LES BOISONS NOIR - Eddie Sois Bon - 1961-1962 (Born Bad, 2007)DOG POLICE...
2024-10-171h 59
This Week in Intelligent InvestingTWIII Podcast News, Retrospective, and OutlookIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners.
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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 your own investment decisions...
2024-02-1119 min
Supersonic Hospitality Marketing Podcast Sponsored by NFS Hospitality feat. Mark McCS7 Ep. 128 RUNNING A SUCCESSFUL, PEOPLE-CENTRIC BUSINESS AND CREATING A POSITIVE AND FULFILLING WORK ENVIRONMENT WITH PHILIP TURNER, FOUNDER OF CHESTNUT GROUPMark McC interviews Philip Turner, founder and owner of Chestnut Group. Philip shares insights into the company's values and culture, emphasising the importance of passion, genuine interactions, and fun. They discuss the significance of community engagement and how Chestnut strives to create a welcoming and inclusive environment for both guests and employees. Philip also highlights the importance of investing in training and development, aligning it with the company's culture and creating opportunities for growth. Philip talks about his leadership style, which is characterised by vulnerability, accessibility, and a focus on creating a career pathway for employees. He e...
2024-02-071h 20This Week in Intelligent InvestingRemembering Charlie Munger: Life and LegacyIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger.
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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 your own investment decisions -- b...
2023-12-0244 minThis Week in Intelligent InvestingShrinking Timeframes and First-Order Thinking Since the Covid CrashIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the apparently ever-shrinking timeframes of market participants and the first-order thinking in place since the covid crash.
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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...
2023-11-1954 minThis Week in Intelligent InvestingThe Bond Market from a Value Investor’s PerspectiveIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the bond market from a value investor's perspective. We examine the risk-reward of fixed income in the current market environment.
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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...
2023-11-0743 min
EMS@C-LEVELUnlocking Company Growth: A Journey of Technological Evolution and Automation with Matric Group CEO Rick TurnerWhat if the secret to your company's growth lies not in more manpower, but smarter manufacturing? This episode welcomes a guest who has spent nearly three decades at Matric Group, witnessing its evolution from basic assembly to the adoption of advanced surface mount technology and automation. He paints a vivid picture of Matric's journey, from dealing with multiple disruptions including trade wars, a global pandemic, and component shortages to leveraging cutting-edge technologies for production and supply chain management. Richard (Rick) Turner, Matric Group's President and CEO takes us into the future, revealing emerging trends fueled by geopolitical is...
2023-10-2509 minThis Week in Intelligent InvestingConsumer Packaged Goods, GLP-1s, and Big Tech as the New StaplesIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss pricing and volume in the consumer packaged goods (CPG) sector, the impact of GLP-1 agonists, and whether big tech should be seen as the new staples.
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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...
2023-10-1859 minThis Week in Intelligent InvestingValuation and Capital Allocation in Declining IndustriesIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss valuation and capital allocation in declining industries.
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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 your own investment decisions -- be s...
2023-10-0655 minThis Week in Intelligent InvestingSmall Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap versus large-cap dichotomy, as reflected by US small caps recently hitting a 22-year low versus large caps (measured as the ratio of the Russell 2000 to the Russell 1000). We debate whether the time has come to seek outperformance in small caps versus large caps.
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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 b...
2023-09-1852 minThe Brian Turner ShowBrian Turner Show, June 20, 2023Order and disorder, a freeform haze of garbage guitars, shorted electronics, found detritus, collage, linear songs, sounds from strange lands. Contact me at btradio85@gmail.com. brianturnershow.comALICE COOPER GROUP - You Drive Me Nervous - Live Pittsburgh 1971DJ RICH RUSSO INTROHEAVY GOODS VEHICLE - Time To Try - Keeper of the Sands (NL, 1976?)JOHN DWYER / DREW ST. IVANY / BILL ROE / TOM DOLAS - People Can Choose - Live Tribute to Les Rallizes Denudes: Enter the Mirror - Bohemian National Cemetery, Chicago, 6/17/23DAWSON - Cross My Heart...
2023-06-212h 00This Week in Intelligent InvestingCommercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss commercial real estate and the future of offices. They debate whether commercial real estate offers an opportunity for contrarian investors.
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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...
2023-05-2748 minThis Week in Intelligent InvestingTakeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss takeaways and lessons from the Berkshire Hathaway Annual Meeting 2023. Phil kicks off the episode with a personal recap of his trip to Omaha.
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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...
2023-05-1452 min
The G&T SessionsPhilip Nordenfelt, Tech Entrepreneur, CEO of CytelyPhilip Nordenfelt is an entrepreneur with tech and AI focus, born in Sweden and professionally hardened in Amsterdam and across the world. He specialises in taking AI-oriented companies from idea to revenue. His current mission is building Cytely.io - a life sciences microscopy SaaS company with the mission to significantly reduce time and resources necessary for significant breakthroughs in medicine development and academic research. This was a long awaited episode and boy oh boy was it worth the wait. We covered a lot of topics including Philips evolution at work, working in Kuwait, moving back to Sweden and ev...
2023-05-051h 21This Week in Intelligent InvestingThe Lagging Performance of Small-Caps: An Opportunity for Investors?In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the small-cap opportunity following a period of underperformance of small-cap versus large-cap stocks.
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 your own...
2023-05-0157 minThis Week in Intelligent InvestingOverconfidence, Under-Reaction, and Warren Buffett’s InvestmentsIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buffett's Investments", by John S. Hughes, Jing Liu, and Mingshan Zhang.
The paper is available at https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1635061
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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 o...
2023-04-1554 minThis Week in Intelligent InvestingTurmoil in the Global Banking System: Causes, Remedies, OpportunitiesIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the turmoil in the global banking system, delving into causes, remedies, and opportunities for intelligent investors.
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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...
2023-03-251h 22This Week in Intelligent InvestingThe End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the end of TINA ("there is no alternative" to equities) and how investors should think about protecting and growing wealth in a treacherous 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 t...
2023-03-1253 minThis Week in Intelligent InvestingThinking About Artificial Intelligence and Its Implications for InvestorsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss artificial intelligence, its capabilities and shortcomings, related trends, and implications for 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 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 your o...
2023-02-2648 minThis Week in Intelligent InvestingBed Bath & Beyond and the Fleecing of the American Retail InvestorIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the Bed Bath & Beyond saga and draw analogies to past case studies, including DryShips and Hertz.
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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...
2023-02-1951 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 minThis Week in Intelligent InvestingPrivate Equity and the Game of ”Volatility Laundering”In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the private equity asset class and the dangerous game of "volatility laundering", a concept popularized by Cliff Asness.
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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...
2023-01-1549 minThis Week in Intelligent InvestingYear in Review: Why 2022 Was a Year to Remember and Possibly a Turning PointIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss some of the "highlights" of 2022, why it was a year to remember, and why it may have been a turning point for 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 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...
2022-12-1854 minThis Week in Intelligent InvestingHow to Invest When You Like the Business But Not Necessarily the Management TeamIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss a type of situation often encountered by investors -- when you like a company's business model and prospects but do not agree with management's strategy or capital allocation policies.
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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. S...
2022-12-0448 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.
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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 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.
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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
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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 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 minThis 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).
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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 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)
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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 minThis 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.
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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
Every Other Thursday PodcastRECAST: Philip Preston – Innovator, CreatorIn today’s episode of Every Other Thursday, we launch a series called RECAST where we will occasionally take one of our past great guest conversations and offer it again for those who may have missed it on the first go round or perhaps are new to our Every Other Thursday Podcast. In this first RECAST, we bring to you our conversation with one our most fascinating guests – Philip Preston. Philip Preston is a true entrepreneur and storyteller, whose entire life seems to be built around innovation and problem solving. Listen as Philip tells his story about the “how” and the “why” he b...
2022-07-081h 04This 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.
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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 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."
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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
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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 min
Wisdom Speakers and SeekersPhilip Turner- Who Am I Now?Philip Turner is a personal Empowerment Coach, co-founder of Art of Attraction, and co-creator of "In a Shituation?" Life coaching card deck. You can think of him as the Shitty Situation Strategist! He joins me from Florida to share his journey after divorce and help us all discover- Who am I now?
Connect with Philip👉🏽 https://www.aoa.wtf/links
Your Host: Jennifer Regular, a Soul-centred Empowerment Coach at Lighting The Path, and the host of Wisdom Speakers & Seekers podcast where I bring in guests from around the world to share messages about how we can more...
2022-04-2536 minThis 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 minThe Brian Turner ShowBrian Turner Show, March 28, 2022Order and disorder, a freeform haze of garbage guitars, shorted electronics, found detritus, collage, linear songs, sounds from strange lands. Contact me at btradio85@gmail.com.RAHIEM SUPREME - Intro/Wolfs Lurk Prod Zeus Elevated - Electrifying Raski (BC, 2022)PENZA PENZA - Wunder City - Beware of Penza Penza (FNR, 2020)ACID REACH - Black Sun - Mistress of the Perpetual Harvest (1989, re: Guerssen, 2022)VISUAL PURPLE - Polar Ice Caps - Visual Purple (Gingko, 2022)THE MEKONS - Where Were You - 7" (Fast Product, 1978)CITY YELPS - Now...
2022-03-281h 59This 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 InvestingSPECIAL: Roger Lowenstein on Ways and Means: Lincoln and His Cabinet and the Financing of the Civil WarIn 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 New York Times, the Washington Post, Fortune, Atlantic, the New York Review of Books, and other publications. His books include the NYT bestsellers Buffett, When Genius Failed, and The End of Wall Street, and the critically acclaimed...
2022-03-2039 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 minThis Week in Intelligent InvestingSPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth CompaniesIn 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., an Investment Partnership focused on less efficient areas of the marketplace. The partnership follows sectors such as spin-offs, orphan IPOs, reverse mergers, rights offerings, re-caps, limited ‘float’ securities, bankruptcies, post bankruptcies, partnership securities, mutual owned conversions, small capi...
2022-02-271h 01This 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 InvestingSPECIAL: Adam J. Schwartz on Designing a Business to Fit Your Investment ApproachIn 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 Partners. He has nearly two decades of buy-side investment experience in a variety of themes including equities, structured products, corporate credit and capital structure arbitrage. Prior to founding the Investment Manager, Adam served as a Director and senior member of the investment team...
2022-02-1356 minThis 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 minThis 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 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 min
Von rechts gelesenBurschenschaftenBuxen, Kösener, Weinheimer, Landser, Turner, Bibelschmeißer, Pommespanzer und Fechtverpisser – das Universum der Studentenverbindungen ist nicht nur ein sehr eigenes, es bietet auch Anlass zur Diskussion und Kritik – sowohl von links als auch rechts. Volker Zierke und Philip Stein diskutieren den politischen Gehalt der studentischen Verbindungen und werfen die Frage in den Raum…
Quelle
2021-12-161h 08This 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 01This 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 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
Real Estate Notes Show: Note Investing | Seller FinancingEp44: Philip Klinck: Note Investing Land Trusts and Collateral AssignmentsPhilip shared his knowledge about buying assets in a Land Trust and Collateral Exchanges. He is also involved with Exchanging assets for other assets and shared how sometimes exchanging an asset for another is better than getting cash.
Youtube link:
JKP Beginner Series
JKP Investment Community
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2021-06-181h 02This 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 57This 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 01This Week in Intelligent InvestingA Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market CapsIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) Twitter CFO Ned Segal joining Elliot's recent Twitter Spaces discussion, creating a potential template for other public companies and taking a step toward democratizing corporate access; and (ii) Knightian uncertainty, and (iii) Buffett's table of the top 20 companies by market cap in 1989 vs. 2021.
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 s...
2021-05-081h 02This Week in Intelligent InvestingThe Distinctiveness and Future of Berkshire Hathaway | Uncertainty and Risk in InvestingIn this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) the incredible long-term success story, the distinctiveness, and the future of Berkshire Hathaway; and (ii) the important distinction between uncertainty and risk in investing.
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. P...
2021-05-0159 minThis Week in Intelligent InvestingEmerging vs. Established Quality | Highest-Returning Stocks of the Past DecadeIn this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) emerging quality in contrast to established quality, and (ii) the highest-returning stocks of the past decade or two.
Enjoy the conversation!
About the Co-Hosts:
Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance w...
2021-04-241h 00This Week in Intelligent InvestingCommonalities of All-Time Great Investments | Being Polarizing as a Sign of StrengthIn this episode, co-hosts Phil Ordway and Elliot Turner lead discussions of (i) the commonalities between the best investments of all time and (ii) being polarizing as a sign and source of strength. John Mihaljevic joins the session.
Enjoy the discussion!
About the Co-Hosts:
Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip w...
2021-04-181h 10
Divorce: The First Six Months with Peter MaestreyPhilip Turner - Ep. 23.1 - mom and dad are on my team. That’s what I wanted her to grow up seeing.Say hello to Philip Turner, a single dad who sacrificed what he wanted so that his daughter could have more. Faced with the reality that he worked so much and was not able to be home when it counted. He agreed with his ex about moving with his daughter to another state where they knew would be supported instead of fighting to keep her near and not see her. He admits to not knowing what to do but wanting to create the best situation for his daughter, even if it meant her being 700 miles away. At the ti...
2021-04-0711 min
Tourism Business ChatChestnut - Philip Turner, MD and founderThis week, Chris Scargill speaks to Philip Turner, founder and managing director of Chestnut; a collection of pubs, inns and restaurants throughout East Anglia. In their conversation, Philip speaks frankly about the impact that restrictions have had on his own business, as well as the leisure and hospitality sector. He speaks candidly about the Government's handling of the pandemic, and the anger and frustration this has caused amongst business leaders in the sector. He also reflects on a purchase he made just before lockdown. News of COVID-19 was rumbling in the background at that point, and he...
2021-03-0346 min
The Deep DiveEpisode 42: Counterculture, Techno-utopianism and the Social Good: A Conversation with Fred TurnerIn this conversation, Philip spends time with Stanford professor Fred Turner. On the eve of the 2020 election Philip and Fred discuss the counterculture movements of the 60s and trace its legacy to our current tech and social reality.
The Drop – The segment of the show where Philip and his guest share tasty morsels of intellectual goodness and creative musings.
Philip's Drop:
Stuart Hall Essential Essays (2 Volume Set)
Fred's Drop:
Stuart Hall Library
Logic Magazine Special Guest: Fred Turner.
2020-11-0149 minDadsplaining, A Fatherhood PodcastLeveling Up Your Mindset with Men's Divorce Coach Philip TurnerToday we're speaking with coach Philip Turner of LVL Up Mentoring. Philip works with men going through the divorce process, and helps them revolutionize their mindset, redirect their focus, and build better relationships with their children, their exes, and themselves. Whether you're in this situation or not, there are some huge life lessons in this interview you can apply to your own life.Contact LVL Up Mentoring:LVL Up Mentoring on FacebookEmail: philipturner@lvlupmentoring.comHelp us win the People's Choice Award in the 2020...
2020-10-2741 minEvery Other Thursday PodcastConversations: Philip Preston/PolyScience CulinaryThis week, with Jay on assignment, Greg and Dave sit down with well known culinary innovator Philip Preston. As President of PolyScience Culinary, Preston and his company have invented a wide range of back-of-the-house and tabletop tools for controlling cooking and chilling temperatures and making sure that both the foods we eat and the beverages we drink are more tastier – and more interesting - time after time. Chefs and restaurateurs from 3-star Michelin to the local, neighborhood bistro on the corner have embraced PolyScience Culinary’s tools to produce their menu items more efficiently, more interestingly and more...
2020-07-241h 02
Healthy Living SessionsFinancially fit w/ Jonathan TurnerJonathan Turner, author of "Stop Faking It. Start Making It." A financial fitness coach, and car fanatic. On today's podcast we are going to dive into the similarities between personal finance and fitness. I know, who would have guessed they relate, but I promise they do. A quote Jonathan likes to live by is “Dream BIG, work hard, never give up” Lastly, you can find Jonathan on FB
2020-04-2700 min
BnG Sessions with Philip HughesJack Del Rio & Scott Turner Conference Calls | Reading Over the Transcripts & My ThoughtsJust reading over the transcripts from Wednesday's Conference Call's with Washington Redskins Defensive Coordinator Jack Del Rio and Offensive Coordinator Scott Turner. The actual audio is unavailable so I went over both transcripts word for word. In the future, I'll take pauses in-between the actual audio to give my thoughts on each quote.
2020-01-1620 min
Reclaimed AmericanEp: 034 – BBQ for Merica 2 with Philip WendtIn this episode we have our first repeat offender…Philip Wendt from BBQ for Merica. They are having their BBQ for Merica 2 event at Southerstar Brewery in Conroe Tx on Saturday, November 2ndfrom 12-10. Vets, law enforcement and first responders eat FREE!!! You can't pass this up!BBQ for Merica 2 – https://www.facebook.com/profile.php?id=2075590299214078&ref=br_rsWant to know more the show? Head on over to our Facebook page or InstagramAlso be sure to join our Facebook Groupand don...
2019-10-1822 min
Oral ArgumentEpisode 189: RepugnanceKim Krawiec rejoins us to discuss "repugnant" transactions. One common target of this adjective is trade in human body parts. While on the one hand making more matching kidneys available saves lives and prevents large amounts of suffering, on the other hand revulsion and concerns about coercion and distributive fairness arise when kidneys are bought and paid for. In recent years, a number of innovative market designs have allowed strangers to exchange kidneys without engaging in impersonal, commodified market transactions. And now there have been several global examples of such exchanges, transferring not only kidneys but also the resources...
2019-01-271h 17Oral ArgumentEpisode 176: Ultimate MondayA full hour of pre-roll before our extended conversation (in the next episode) with Ian Samuel. Opening topics: Words, Joe's new paper, phones and their spam and locations. We argue about how to have an argument. Then we stumble into a psychological typology of judginess and prescriptivism. The heartland of the episode concerns the self, law, death, being and non-being, Joe's youthful fear of blindness, the external and internal point of view, the reality of firehouses, and law as a social practice for reaching acceptable social conclusions vs. law as a queryable thing. (Other potential show titles: Pure Pre-Roll...
2018-07-311h 03
Adam Turner /// MixesStraight Up, No Messin' /// Vol. 2 /// Adam TurnerThe second instalment; going straight in, no messin' around. Nothing fluffy in sight… Taking a slightly different direction from what you might expect, as per Volume 1.
Anyway, it's all just House music ;-)
Featuring tracks/remixes by:
Contours, San Proper, Ryo Murakami, Beesmunt Soundsystem, Thomalla, Robag Wruhme, Frits Wentink, Phonique & Kiloo, Soultechnic, Lancelot, Atjazz, Teflon Dons, Huerta, Andre Lodemann, Fred P, Davis & Cameo Culture, Will Lister, Outboxx, DJ Aakmael, Philip Budny, Lay-Far, Miguel Migs, DJ T, Fred Everything, Jullian Gomes, Voodoo Whiskey & Kraak & Smaak.
* Full tracklisting and Artwork are embedded into the downloadable MP3 file, which can be imported straight in...
2016-11-042h 15Oral ArgumentEpisode 115: Gonna Work? (Live at the Tech Law Institute)We made a return to the annual Tech Law Institute meeting in Atlanta and recorded a live episode about self-driving cars. We talked optimism, pessimism, political valence, regulatory challenges, federalism, trolley problems, and more.
This show’s links:
Oral Argument 80: We’ll Do It LIVE!
NHTSA, Federal Automated Vehicles Policy
RAND, Autonomous Vehicle Technology: A Guide for Policymakers
Duncan Black, some posts on self-driving cars: Not Gonna Work, No One Will Listen to Me, Spot the Key Phrase, "the revolutionary transportation technology”….
Chris Martin and Joe Ryan, Super-Cheap Driverless Cabs to Kick Mass Transit to the Curb
Tes...
2016-10-2859 min