This Week in Intelligent Investing

130 Episodes

1. The Inflation Debate | Investing in Unprofitable Companies

   Published: 1/23/2022
2. Investing and Life Lessons from Lou Simpson | Lumpy 15 Percent ＞ Smooth 12 Percent

   Published: 1/16/2022
3. Disparity of Large-Cap vs. Small-/Mid-Cap Valuations | Peter Bernstein on Bubbles and Survival

   Published: 1/9/2022
4. SPECIAL: Michael Mauboussin and Saurabh Madaan on Expectations Investing

   Published: 1/4/2022
5. SPECIAL: Nick Devlin and Elliot Turner on the Business Model of Naked Wines

   Published: 1/4/2022
6. Superforecasting and the Good Judgment Open | Biggest Lessons of the Year 2021

   Published: 12/19/2021
7. Michael Mauboussin‘s Expectations Investing | The Right Amount of Lying

   Published: 12/12/2021
8. The Future of Brands and Brand Value | Leadership Change at Twitter

   Published: 12/5/2021
9. Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying

   Published: 11/21/2021
10. GE and the Deconglomeration Push | Kasparov Principle as Applied to Investing

    Published: 11/14/2021
11. Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function

    Published: 11/7/2021
12. Using Macro Data in the Investment Process | An Area Ripe for Great Investment Ideas

    Published: 10/31/2021
13. Positioning for Longevity in the Investment World | End of Decades-Long Bull Market in Bonds?

    Published: 10/24/2021
14. David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals

    Published: 10/16/2021
15. Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often

    Published: 10/10/2021
16. Special: How the World‘s Greatest Investors Win, with William Green and Phil Ordway

    Published: 10/2/2021
17. Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly

    Published: 9/27/2021
18. Investment Implications of Labor Shortages | Don‘t Miss the Big Ideas in Investing

    Published: 9/18/2021
19. Why All News Seems to Be Good News | Sound Underwriting vs. Position Management

    Published: 9/12/2021
20. Season One Wrap: Highlighting Favorite Episodes | A Glimpse of What's to Come

    Published: 7/18/2021