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The Intelligent Investing Podcast

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Activity Overview

Episode publication activity over the past year

Episodes

#177: Eric Schleien with Haren Bhakta: Inside Ownership, Founder-Led Companies & The Skin in the Game Index

18 Aug 2025

Contributed by Lukas

In this episode of The Intelligent Investing Podcast, host Eric Schleien speaks with Haren Bhakta, creator of the Inside Ownership Index, also known a...

Eric Schleien on Vistry Group: Mispriced Crown Jewel or Value Trap?

07 Apr 2025

Contributed by Lukas

In this solo episode of The Intelligent Investing Podcast, Eric Schleien breaks down the case for why Vistry Group (LSE: VTY) may be one of the most m...

#175: Eric Schleien’s Deep Dive on Vistry: Uncovering Value in the UK Housing Market

01 Jan 2025

Contributed by Lukas

Episode Description: Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this in-depth episode, we’re ...

#174: Triple Net Lease Investing Secrets with Ben Kogut

21 May 2024

Contributed by Lukas

Welcome to another episode of the Intelligent Investing Podcast with your host, Eric Schleien. In this insightful episode, we have the pleasure of spe...

#173: The Ultimate Value Investment - Robbie Kramer

31 Jan 2023

Contributed by Lukas

In today's episode, I sit down with my buddy Robbie Kramer to discuss the ultimate value investment, relationships. Last week, I had the pleasure disc...

#172: The New Model For Shareholder Activism; The BS Myth Around ”Soft Skills”; Measuring The Wrong Stuff

02 Jun 2022

Contributed by Lukas

Summary In this episode, I break down the current paradigm for shareholder activism, speak to the new model that I invented which is vastly superior b...

#171: Rebuttal To Some Trupanion Hate $TRUP; Discussing the Toxicity Of Twitter $TWTR

16 May 2022

Contributed by Lukas

NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#170: Westell; A Ben Graham Net-Net; Evan Bleker

12 Jan 2022

Contributed by Lukas

NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#169: Update On Solitron (SODI) - Trey Henninger

14 Dec 2021

Contributed by Lukas

NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#168: Discussing Uber‘s Business Model - Vitaliy Katsenelson

07 Dec 2021

Contributed by Lukas

Summary In this episode, I sit down with Vitaliy Katsenelson of IMA to discuss Uber's business model. We ended up chatting for about an hour and went ...

#167: Quick Idea; Update On LAACO ($LAACZ); Possible Catalyst | Eric Schleien

14 Oct 2021

Contributed by Lukas

It's Eric Schleien with episode #167 of The Intelligent Investing Podcast. Today I discuss one of my current positions LAACO with a quick update. Summ...

#166: Eric Schleien Discussing BE Semiconductor Industries NV (BESIY) w/ Jason Rivera

29 Sep 2021

Contributed by Lukas

It's Eric Schleien back atcha with Episode #166 of The Intelligent Investing Podcast. Today I bring on Jason Rivera to discuss BE Semiconductor Indust...

#165: Eric Schleien Discussing The Ultimate Sin Stock w/ Jason Rivera; Altria (MO)

27 Sep 2021

Contributed by Lukas

Join Eric Schleien as he discusses Altria Group Inc (NYSE: MO) with Jason Rivera from Value Investing Journey. Eric Schleien has been following Altria...

#164: An Undervalued Government Contractor Microcap Stock; WidePoint Corporation (WYY); Eric Schleien & Jason Rivera

24 Sep 2021

Contributed by Lukas

Hi, it's Eric Schleien, and welcome back to another episode of The Intelligent Investing Podcast! In this episode, I had the pleasure of sitting down ...

#163: Eric Schleien Hosts Finance Podcast Week

22 Sep 2021

Contributed by Lukas

Eric Schleien hosts the September Roundtable for Finance Podcast Week. Join Eric Schleien, host of the Intelligent Investing Podcast, with Andrew Sath...

#162: Discussing McCoy Global $MCB

03 Aug 2021

Contributed by Lukas

Principles Of Power My book Principles Of Power: The Art & Wisdom of Badassery is now available on Amazon. I would be extremely grateful if you could ...

#161: Discussing ADDvantage Technologies Group, Inc. (AEY)

29 Jul 2021

Contributed by Lukas

I had a blast chatting with Evan Bleker who runs Net-Net Hunter. We discussed an interesting little company that many of you may be familiar with call...

#160: Discussing Dorian LPG trading below NAV - Braxton Gann

06 Jul 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#159: Stealth Gas Trading Below NAV - Braxton Gann

01 Jul 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#158: Discussing General Mills $GIS, Intel $INTC JM Smucker $SJM, Apple $AAPL - Jason Rivera

22 Jun 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#157: Martin Marietta $MLM - Andrew Sather

17 Jun 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#156: Analyzing Target Corporation $TGT - Andrew Sather

15 Jun 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#155: $WFC / $BAC / $JPM; Analyzing Bank Stocks & The Banking Industry - Andrew Sather

12 Jun 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#154: Pershing Square Tontine $PSTH - Andrew Walker

08 Jun 2021

Contributed by Lukas

New Podcast Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#153: Multi-bagger Potential in Solitron Devices $SODI; a recap of Entercom $ETM/$AUD and Northfield Precision $NFPC - Trey Henninger

03 Jun 2021

Contributed by Lukas

NEW PODCAST Hey All! I’ve started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out ...

#152: The Discovery Communications $DISCA $DISCK / WarnerMedia $T Merger

27 May 2021

Contributed by Lukas

New Podcast Hey All! I've started a second show completely devoted to the field of Ontology which is another huge passion of mine. Please check out Th...

#151: Some Quick Thoughts On My Largest Position, Liberated Syndication (LSYN)

26 May 2021

Contributed by Lukas

This episode is also brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bring...

#150: How To Invest In Outer Space...seriously! - Robert Jacobson

24 May 2021

Contributed by Lukas

This episode is also brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bring...

#149: Discussing some incredibly OBSCURE net-net stocks - Evan Bleker

21 May 2021

Contributed by Lukas

This episode sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this researc...

#148: Discussing Trupanion (TRUP)...again! - Reaction To Steel City Capital Letter

11 May 2021

Contributed by Lukas

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing i...

#147: Shaking Things Up At Firsthand Technology Value Fund; Should They Liquidate? - Don Chambers

07 May 2021

Contributed by Lukas

This episode is brought to you by TIKR.com. This is a product I personally use for researching stocks at my firm. TIKR.com is focused on bringing inst...

#146: How To Become An Expat; Lowering Your Taxes; Increasing Your Standard Of Living - Mikkel Thorup

05 May 2021

Contributed by Lukas

This episode is sponsored by Net Net Hunter. If you're interested in finding high-quality stocks trading at fractions of liquidation value - this rese...

#145: My Favorite Stock Idea for 2021, Why I Don't Short Stocks, and More: Q&A w/ Eric Schleien

27 Apr 2021

Contributed by Lukas

Join Eric Schleien in this Q&A format as he answers questions on short positions, investment strategies, destroying your own conclusions on business...

#144:Value Investing In The Cannabis Industry, Trulieve, and Green Thumb Industries - Julian Lin

19 Apr 2021

Contributed by Lukas

Join Eric Schleien with today's interview guest, Julian Lin, as they discuss the different names in the country's cannabis industry and the stocks he ...

#143: Game Stop, Robinhood and the Merrymen of Reddit - What actually happened?

15 Apr 2021

Contributed by Lukas

The GameStop short took many by surprise and brought the world of short selling into the mainstream. Join us for this in-depth panel moderated by Eric...

#142: Andrew Sather on Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon (GFF), and Electronic Arts (EA)

12 Apr 2021

Contributed by Lukas

Join Eric Schleien with his guest Andrew Sather as they talk about Warren Buffett's Cash Cows, Hedging the US Dollar, Residential Real Estate, Griffon...

#141: Trey Henninger on Entercom, Northfield Precision, and a New SEC Rule Impacting Dark Companies

25 Mar 2021

Contributed by Lukas

Join Eric Schleien with today's interview guest, Trey Henninger, as they talk about Entercom, Northfield Precision, and the new SEC rule that impact...

#140: Peter McCormack on Bitcoin

15 Mar 2021

Contributed by Lukas

Join Eric Schleien with his guest Peter McCormack as they talk about podcasting, the unique characteristics of Bitcoin, and what the future holds for ...

#139: Eric Schleien & Norma Belenky Discuss Finance Podcast Week

26 Feb 2021

Contributed by Lukas

Join Eric Schleien with his guest Norma Belenky, the Head of Events of Podbean, as they talk about the evolution of media, Podbean’s exciting podcas...

#138: Thrift Shop Arbitrage

15 Feb 2021

Contributed by Lukas

Join Eric Schleien with the founders of Alluring Oddities, as they share stories about their income-generating passion for thrift shopping and what it...

#137: Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME)

11 Feb 2021

Contributed by Lukas

Join Eric Schleien & Rafael Resendes discuss how to value and measure the intrinsic value of Tesla (TSLA) and GameStop (GME).   Rafael Resendes is t...

#136: Eric Schleien & Julian Lin discussing selling GME put options and buying AMC put options/put spreads | Quick Thoughts

05 Feb 2021

Contributed by Lukas

Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Epis...

#135: Eric Schleien discussing selling GameStop (GME) Put Options

04 Feb 2021

Contributed by Lukas

Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Epis...

#134: Eric Schleien Discussing Why He Hates Shorting Stocks, Thoughts on GameStop (GME)

26 Jan 2021

Contributed by Lukas

I discuss why I hate shorting stocks and discuss the recent example of GameStop (GME).   About Eric Schleien Over the past decade, Eric has trained t...

#133: Quick Thoughts | Overbid Special Situations; Collector's Universe (CLCT); Alaska Communications (ALSK); Think Childcare (TNK)

25 Jan 2021

Contributed by Lukas

Welcome to the Intelligent Investing Quick Thoughts Series, where I just spend a few minutes on relevant topics, thoughts, or things in the news. Epis...

#132: Brian Balbirnie, Founder/CEO of Issuer Direct

21 Jan 2021

Contributed by Lukas

Summary In this episode, I sit down with Brian Balbirnie who is the Founder & CEO of one of my favorite microcap companies, Issuer Direct. For those i...

#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors

14 Jan 2021

Contributed by Lukas

Summary In this episode, I bring Jeremy Raper of Raper Capital back on the show to discuss his 2021 Investment Playbook. We also do a recap of some of...

#130: Founder & CEO of Shift (SFT), George Arison on going public via SPAC, an Industry Outlook on the future of online car buying

12 Jan 2021

Contributed by Lukas

Summary In this episode of the Intelligent Investing Podcast, I sit down with the Founder & CEO of Shift (SFT) which went public recently via a SPAC. ...

#129: Rafael Resendes - portfolio manager & co-founder of Applied Finance Capital Management

15 Dec 2020

Contributed by Lukas

Summary In this episode, I had the pleasure of sitting down with Rafael Resendes who is the portfolio manager & co-founder of Applied Finance Capital ...

#128: Jason DeBono

10 Dec 2020

Contributed by Lukas

Summary Jason DeBono, corporate Vice President of NuView Trust Company. Jason shares the ins and outs of alternative investing and also offers current...

#127: I wrote a book! | Principles of Power: The Art & Wisdom of Badassery

01 Dec 2020

Contributed by Lukas

My New Book After 7 years in the making, my book Principles of Power has been released!    ***THIS WEEK ONLY*** CYBER MONDAY SALE.... 90% off the Ki...

#126: Viktor Nebehaj - cofounder, FreeTrade.io

30 Nov 2020

Contributed by Lukas

Viktor is the co-founder of Freetrade, the main commission-free trading app, or neobroker, in the UK, soon launching in Europe. Viktor grew up in East...

#125: A New Model For Shareholder Activism

18 Nov 2020

Contributed by Lukas

Show Links The Proxy Activism Project A New Model For Shareholder Activism (Blog) A New Model For Shareholder Activism (YouTube) A New Model For Share...

#124: Don Chambers - Update On SVVC Activism

10 Nov 2020

Contributed by Lukas

Had the pleasure of bringing back on Don Chambers who is currently involved in an activist campaign against SVVC. To see the first episode where he d...

#123: Ann Hambly - 1st Service Solutions

28 Oct 2020

Contributed by Lukas

In this episode, Eric Schleien sits down with Ann Hambly, the Founder/CEO of 1st Service Solutions. I'm a huge fan of Ann, as she transformed the CMBS...

#122: Luis Sánchez - Net Net Investing

23 Oct 2020

Contributed by Lukas

Summary In this episode of The Intelligent Investing Podcast, I sit down with Luis Carlos Sánchez. Mr. Sánchez is has a background in commercial law...

#121: Harris Kupperman

20 Oct 2020

Contributed by Lukas

Summary In this episode of The Intelligent Investing Podcast, I sit down with Harris Kupperman (also known as Kuppy). Kupperman is the Chairman and CE...

#120: Brian Langis - Discussing TikTok and Social Media

14 Oct 2020

Contributed by Lukas

SUMMARY In this episode, Eric Schleien and Brian Langis discuss TikTok, social media, Facebook, and more. This episode was recorded before Oracle an...

#119: Alexander Gramatzki; Investing In Music Royalties

16 Sep 2020

Contributed by Lukas

To watch this episode on YouTube, click here. Summary The music industry is growing for the fourth consecutive year, driven by the rise in online stre...

#118: Braxton Gann; Containerships; Shipping; Distressed Mortgage Notes

27 Aug 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts YouTube Stitcher TuneIn Spotify Podbean iHeart...

#117: Mariusz Skonieczny

25 Aug 2020

Contributed by Lukas

To watch this episode on YouTube, click here. Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts ...

#116: Robert Leonard

20 Aug 2020

Contributed by Lukas

Summary In this episode of the Intelligent Investing Podcast, I sit down with Robert Leonard who is the VP of Growth & Innovation at The Investor's P...

#115: Shana Sissel; CIO Spotlight Asset Group; Alternative Investments; Mrs. Illinois 2020; Financial Literacy For Women; Women In Finance

07 Aug 2020

Contributed by Lukas

OVERVIEW In this episode of The Intelligent Investing Podcast, Shana Sissel sits down with Eric Schleien to discuss the world of Alternative Investmen...

#114: Vince Annable; The Household Endowment Model

06 Aug 2020

Contributed by Lukas

Summary Most investment portfolios look the same, comprised of 60 percent stocks and 40 percent bonds, and each portfolio moves with the rollercoaste...

#113: Trey Henninger; Northfield Precision Instruments Corporation (NFPC); A Cheap Dark Stock

04 Aug 2020

Contributed by Lukas

Summary   Today's interview guest is Trey Henninger.    Trey Henninger runs the blog and podcast, DIY Investing. Trey is a private value investor ...

#112: Jim White; Opportunity Investing

31 Jul 2020

Contributed by Lukas

SUMMARY In this episode of The Intelligent Investing Podcast, I sit down with Jim White to discuss his book Opportunity Investing.   As the famed val...

#111: XLMedia PLC; Malcolm Ingalsbe and Ladislao Zichy

27 Jul 2020

Contributed by Lukas

In this episode, I sit down with Malcolm Ingalsbe and Ladislao Zichy Thyssen, co-author Quantrarian Research, a research blog covering microcap equiti...

#110: IKONICS Corporation (IKNX); David Flood

16 Jul 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Y...

#109: Video Display Corp (VIDE) | David Flood

14 Jul 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Y...

#108: Micron Solutions (MICR); David Flood

10 Jul 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio ...

#107: Calloway's Nursery (CLWY) | Jan Svenda

25 Jun 2020

Contributed by Lukas

OTC Stock Manual   If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.   You can s...

#106: Jeremy Raper; Endor AG

22 Jun 2020

Contributed by Lukas

For the full video interview on YouTube, click here.   Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Appl...

#105: Pinelawn Cemetery (PLWN); An OTC Dark Stock; Jan Svenda

27 May 2020

Contributed by Lukas

OTC Stock Manual   If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.   You can s...

#103: Altair (ATCD); Obscure Dark Company; Jan Svenda

20 May 2020

Contributed by Lukas

OTC Stock Manual   If you’d like to purchase Jan Svenda’s Manual Of Stock (like an updated online Walker’s Manual)…click, here.   You can ...

#102: David Flood; TSR Inc (TSRI)

12 May 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Y...

#101: Zach Schleien | Capital Allocation In Marketing | Quarantine Dating | Filter Off

11 May 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio Y...

#100: Coronavirus Investing Series, Part 12; Land Arbitrage; Jack Bosch

08 May 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio ...

#99: Vulcan International (VULC); A Dark Company Liquidation Play; Jan Svenda

06 May 2020

Contributed by Lukas

OTC Stock Manual    If you'd like to purchase Jan Svenda's Manual Of Stock (like an updated online Walker's Manual)...click, here.     You can see...

#98: Microwave Filter Co; David Flood

04 May 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio ...

#97: David Flood; Koss Corporation (KOSS)

30 Apr 2020

Contributed by Lukas

IF YOU’D LIKE TO WATCH THE INTELLIGENT INVESTING PODCAST ON YOUTUBE, CLICK HERE.  Subscribe If you like The Intelligent Investing Podcast, please ...

#96: Winston Justice

28 Apr 2020

Contributed by Lukas

If You’d Like To Watch The Intelligent Investing Podcast On YouTube, Click Here.   Subscribe If you like The Intelligent Investing Podcast, please...

#95: Dr. Charles Schleien | COVID-19 | Healthcare Economics

27 Apr 2020

Contributed by Lukas

For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here.   If You’d Like To Watch This Episode On YouTub...

#94: Coronavirus Investing Series, Part 11 | Alex Portelli | The Economics of Facemasks & COVID-19 Tests

23 Apr 2020

Contributed by Lukas

If you'd like to watch this episode on YouTube, click here. Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: A...

#93: Coronavirus Investing Series, Part 10 | Brian Dress

22 Apr 2020

Contributed by Lukas

Subscribe If you like The Intelligent Investing Podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio ...

#92: Don Chambers; The Proxy Battle at Firsthand Tech Value Fund

15 Apr 2020

Contributed by Lukas

For a review of this situation, please see: https://savefirsthandtechnology.com/ Subscribe If you like The Intelligent Investing Podcast, please cons...

#91: Coronavirus Investing Series, Part 9 | Shelly Lombard

09 Apr 2020

Contributed by Lukas

This is Part 9 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market ov...

#90: Coronavirus Investing Series, Part 8 | Jeremy Raper | Japanese Hotel REITs

01 Apr 2020

Contributed by Lukas

This is Part 8 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market ov...

#89: Coronavirus Investing Series, Part 7 | Jeremy Raper | GAN plc

30 Mar 2020

Contributed by Lukas

This is Part 7 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market ov...

#88: Coronavirus Investing Series, Part 6 | Jeremy Raper | Opportunities In Gold

27 Mar 2020

Contributed by Lukas

This is Part 6 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market ov...

#87: Gregory Zuckerman | The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution

25 Mar 2020

Contributed by Lukas

In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with WSJ Veteran Reporter, Gregory Zuckerman, to discuss his book "The M...

#86: Coronavirus Investing Series, Part 5 | Jeremy Raper | Merger Arb

23 Mar 2020

Contributed by Lukas

This is Part 5 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market o...

#85: Coronavirus Investing Series, Part 4 | Braxton Gann | Shipping Companies

21 Mar 2020

Contributed by Lukas

This is Part 4 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market o...

#84: Coronavirus Investing Series, Part 3 | Jeremy Raper | Qantas Airways

20 Mar 2020

Contributed by Lukas

This is Part 3 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market o...

#83: Coronavirus Investing Series, Part 2 | Jeremy Raper | AerCap (AER)

18 Mar 2020

Contributed by Lukas

This is Part 2 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market ove...

#82: Coronavirus Investing Series, Part 1 | Jeremy Raper | General Market Overview

18 Mar 2020

Contributed by Lukas

This is Part 1 of a special Coronavirus Investing Series. Overview In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with...

#81: Julian Lin | The opportunity in mall REITs | Macerich (MAC)

13 Mar 2020

Contributed by Lukas

Show Notes  In this episode, Eric sits down with Julian Lin to discuss the mall real estate industry. Julian is a contributor on Seeking Alpha with o...

#80: Guy Spier

02 Mar 2020

Contributed by Lukas

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with Guy Spier who is the founder and investment manager of The Aquamari...

#79: Gobinath Balasubramanian | Fairfax India | Thomas Cook India

25 Feb 2020

Contributed by Lukas

If you like this podcast, please consider subscribing on: Apple Podcasts Stitcher TuneIn  Spotify Podbean iHeart Radio   Summary Eric Schleien sit...

#78: Key Takeaways From The 2019 Berkshire Hathaway Letter To Shareholders | Eric Schleien

22 Feb 2020

Contributed by Lukas

Today is one of my favorite Saturday's of the year. Every Saturday for over the past decade now, I have woken up every Saturday morning before the Ber...

#77: Alex Portelli | prntly.com

10 Feb 2020

Contributed by Lukas

In this episode, Eric Schleien sits down with Alex Portelli to discuss his various entrepreneurial ventures.  Alex is a serial entrepreneur, and has ...