PODCAST · business
This Week in Intelligent Investing
by John Mihaljevic and Elliot Turner
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.
Episodes
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Peter Mantas on the Coiled Spring of Biotech: FDA Shakeups, uniQure's Breakthrough, and AI Drug Discovery
In this episode of This Week in Intelligent Investing, hosts John Mihaljevic and Elliot Turner welcome Peter Mantas, General Partner and Chief Investment Officer at Logos LP. Recorded on May 12, 2026, the discussion dives deep into the rapidly shifting landscape of biotechnology and life sciences...
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Shaun Heelan on Market Complacency, the AI Capital Trap, and Deep Value Case Studies
Guest: Shaun Heelan, MAAT Investment Group Hosts: Elliot Turner & John Mihaljevic This week on This Week in Intelligent Investing, Elliot and John are thrilled to welcome Shaun Heelan of MAAT Investment Group. Shaun brings a masterclass in deep-value investing and private-equity-style due...
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Matt Peterson on His Investment Approach and Proprietary AI Research Platform
In 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...
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Bill Chen on Trends and Opportunities in Publicly Traded Real Estate
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill shares his thoughts on key trends and opportunities he sees in the sector. Enjoy the...
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Bloomberg Opinion Columnist Justin Fox on the AI Spending Boom
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street. Justin discusses the AI...
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Samir Patel on Using AI Intelligently Within the Investment Process
In 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…
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Phil Ordway on the Market Environment, Red Flags, Opportunities, and More
In this episode, co-hosts Elliot Turner and John Mihaljevic are delighted to welcome back former co-host Phil Ordway for a lively discussion of the current market environment, the craziness we've seen in some pockets of the equity landscape, and what may lie ahead for investors. Enjoy the...
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Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas
In 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....
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Ryan O'Connor and Toan Tran on AST SpaceMobile $ASTS
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile (Nasdaq: ASTS), a satellite designer and manufacturer based in Midland, Texas. Enjoy the conversation! The...
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Eric Markowitz on How the World's Oldest and Most Resilient Businesses Stay Alive
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Eric Markowitz, partner and director of research at Nightview Capital. Eric discusses a broad range of topics, including his path in journalism and investing as well as his current research into how the world's oldest and most...
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Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS
In 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...
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Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom helps us understand the brain and how we think; where curiosity comes from and how it manifests; why love-organized systems are superior; and how…
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Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Jon aka Borlaug for a deep dive on the life science space, covering the bioprocessors, CRO/CDMOs, and the diagnostics companies. Jon helps demystify this fascinating industry for generalists and offers sharp insights for...
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Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semiconductor industry, on topics like the key questions on how the industry is leading AI forward, the…
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Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss Google's ongoing antitrust issues. For related research, see Crossroads Capital's Trust Busting Update and Google Breakup Risk Research.…
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SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies
In this special episode, John Mihaljevic welcomes Simon Kold, founder of Copenhagen-based Kold Investments and author of the newly released book, On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability. For more, visit https://www.simonkold.com Enjoy the...
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Daniel Prather Unveils His Favorite Bargains in the UK Stock Market
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss investment opportunities in the UK stock market. Daniel shares the investment theses behind three of his favorite ideas. For additional…
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Phil Ordway Returns to Discuss the Equity Market Environment and Outlook
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome former co-host Phil Ordway to discuss the current environment for equity investing and where returns might come from going forward. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views,...
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Bill Chen on Public Equity Investing in Real Estate (Part 4)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill addresses premortem failure analysis, management quality, and related topics. This…
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Bill Chen on Public Equity Investing in Real Estate (Part 3)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill explains how investors should think about the capital structure of REITs. He highlights…
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Bill Chen on Public Equity Investing in Real Estate (Part 2)
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. This conversation is part two of a multi-part series. Enjoy the conversation! The primary purpose…
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Bill 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...
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Christopher Tsai on Investing in an Age of Disruption
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. The trio covers a range of topics, with particular focus on intelligent investing in an age of disruption. Christopher delivered…
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TWIII Podcast News, Retrospective, and Outlook
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners. 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...
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Remembering Charlie Munger: Life and Legacy
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic reflect on the life and legacy of Charlie Munger. 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...
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Shrinking Timeframes and First-Order Thinking Since the Covid Crash
In 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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The...
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The Bond Market from a Value Investor’s Perspective
In 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. Enjoy the conversation! The primary purpose of this podcast is to educate and…
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Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
In 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. Enjoy the conversation! The primary purpose of this podcast is to...
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Valuation and Capital Allocation in Declining Industries
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss valuation and capital allocation in declining industries. 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...
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Small 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…
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Commercial 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. Enjoy the conversation! The primary purpose of this podcast is to educate...
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Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
In 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. Enjoy the conversation! The primary purpose of this podcast is to educate...
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The 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...
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Overconfidence, Under-Reaction, and Warren Buffett’s Investments
In 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...
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Turmoil in the Global Banking System: Causes, Remedies, Opportunities
In 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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views,...
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The 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...
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Thinking About Artificial Intelligence and Its Implications for Investors
In 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…
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Bed Bath & Beyond and the Fleecing of the American Retail Investor
In 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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or...
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The Opportunity in Beaten-Down, Money-Losing Growth Businesses
In 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...
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Private 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. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The…
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Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
In 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…
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How to Invest When You Like the Business But Not Necessarily the Management Team
In 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. Enjoy the conversation! The...
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Reflecting on the FTX Debacle and the Factors That Made It Possible
In 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...
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The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
In 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...
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David 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,...
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Reflections 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...
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The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings
In 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…
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The Cyclicality of Malthusianism, and Related Investment Implications
In 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,...
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The Futility of Recession Forecasting as Part of an Investment Process
In 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…
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SPECIAL: Vitaliy Katsenelson on the Stoic ”Operating System”, Painful Experiences in Investing
In this special episode we are joined by Vitaliy Katsenelon, CIO of Denver-based value investing firm IMA and author of Soul In the Game. In this wide-ranging conversation we discuss what inspired Vitaliy to write the book, the Stoic "operating system for life," painful experiences in investing,...
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ABOUT THIS SHOW
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.
HOSTED BY
John Mihaljevic and Elliot Turner
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Frequently Asked Questions
How many episodes does This Week in Intelligent Investing have?
This Week in Intelligent Investing currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is This Week in Intelligent Investing about?
This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts...
How often does This Week in Intelligent Investing release new episodes?
This Week in Intelligent Investing is no longer actively publishing new episodes, but the existing catalog remains available.
Where can I listen to This Week in Intelligent Investing?
You can listen to This Week in Intelligent Investing on PodParley by clicking any episode. We provide an embedded audio player for direct listening.
Who hosts This Week in Intelligent Investing?
This Week in Intelligent Investing is created and hosted by John Mihaljevic and Elliot Turner.
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