Episode 323

MI194: Top Takeaways From the First Half of 2022

Clay Finck pulls together his top takeaways and his favorite audio clips from his interviews during the first half of 2022.

The Intrinsic Value Podcast - The Investor’s Podcast Network

July 14, 20221h 17m

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

01:54 - William Green’s biggest lessons from interviewing Charlie Munger.
07:23 - Why Nick Maggiulli opts for index funds over individual stocks.
16:12 - What Alex Morris looks for in a quality company.
27:46 - Why John Huber made Amazon his largest holding in his fund.
36:34 - Preston Pysh’s take on the current macro environment.
49:51 - Dan Rasmussen’s thoughts on diversifying a portfolio.
01:08:29 - Why Fidelity Digital Assets believes Bitcoin stands above all of the other cryptocurrencies as a monetary asset.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

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Episodes mentioned:
MI131: Richer, Wiser, Happier w/ William Green.
MI157: Just Keep Buying w/ Nick Maggiulli.
MI159: The Science of Hitting w/ Alexander Morris.
MI165: Is FAANG the New Value w/ John Huber.
MI138: Fiserv Deep Dive w/ Bill Nygren & Mike Nicolas.
MI135: Bitcoin is for Millennials w/ Preston Pysh.
MI139: How to Beat Inflation w/ Joe Brown.
MI162: Is Now the Time to Own Gold w/ Tavi Costa.
MI161: Building a Balanced Portfolio w/ Daniel Rasmussen.
MI152: Bitcoin First & Fidelity Digital Assets w/ Chris Kuiper & Jack Neureuter.

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