Intrinsic Value Wealth Report Radio

This podcast recounts the accidental invention of the potato chip by chef George Crum in 1853, who created them to satisfy a demanding customer. It then details the significant contributions of Laura Scudder, a California entrepreneur, who revolutionized the potato chip industry by introducing sealed bags to maintain freshness and extending the product's shelf life. Scudder's innovations, including dating the bags, transformed potato chips from a niche product into a mass-market staple. The narrative highlights the evolution of potato chip production and packaging, from its humble beginnings to its billion-dollar global industry status today.

The provided text presents a framework for successful investing, outlining six essential concepts that investors should consider. These concepts include identifying large market opportunities with the potential for significant growth, seeking companies with unfair competitive advantages that create enduring moats, evaluating the strength of a company's business model, assessing the quality of management, understanding the right price or valuation for an investment, and acknowledging the role of luck in investment outcomes. The author emphasizes that these concepts work together to create a comprehensive approach to investment decision-making.

This episode of Intrinsinomics Deep Dive, co-hosted by Google Deep Dive, discusses the increasing use of betting markets to predict election outcomes, specifically in the context of the 2024 U.S. Presidential election. These markets allow individuals to "bet" on the success of candidates, with prices reflecting the collective sentiment and perceived likelihood of victory. The sources explore the potential advantages of betting markets over traditional polling methods, highlighting their ability to aggregate diverse information, adjust rapidly to new developments, and incentivize accurate predictions due to financial stakes. However, the discussion also cautions against potential pitfalls like market manipulation by large investors and the need to address regulatory concerns surrounding election betting. The text further examines the notable case of a French trader known as the "Trump Whale" who made significant bets on Donald Trump's success, underscoring the impact of individual actions on market dynamics. Finally, there is a discussion of the future of election betting, suggesting that it may become more widespread as platforms navigate regulatory landscapes and blockchain technology continues to expand.

The Nobel Prize in Economics for 2024 has just been awarded to Daron Acemoglu (Massachusetts Institute of Technology), Simon Johnson (Massachusetts Institute of Technology), and James Robinson (University of Chicago). Their work has demonstrated the importance of societal institutions for a country's prosperity. Societies with a poor rule of law and institutions that exploit the population do not generate growth or change for the better. Today's podcast has a short discussion of their work.

In today's rapidly evolving financial landscape, smart investors are looking beyond traditional assets like stocks and bonds. Alternative investments have emerged as an exciting and powerful way to diversify portfolios, manage risk, and unlock new growth opportunities. But what exactly are alternative investments, and how can they benefit you? Join the Intrinsic Value Wealth Report's Deep Dive Radio Show, and my co-hosts from Google Deep Dive, as we provide an introduction to Alternative Investments. Alternative investments are not without their complexities, but for those willing to explore beyond the traditional, they offer significant rewards. With a thoughtful approach, they can be a powerful tool to enhance your portfolio, offering unique benefits that traditional assets can't match.

Join the Intrinsic Value Wealth Report's Deep Dive Radio Show, and my co-hosts from Google Deep Dive, as we look at a brief history of the Berlin Wall.

December 25 2022 Commentary on the Economy and the Markets with a holiday special segment on PNC Bank's Twelve Days of Christmas Price Index, which measures the prices of the 12 gifts in the classic holiday song, "The Twelve Days of Christmas." Also discussed are the current market turmoil and the economic climate; why it all matters to investors; and what investors should do.

March 9 2022 Commentary on the Economy and the Markets with a discussion of the invasion of Ukraine by Russia and the threat of a limited nuclear engagement in the region. Also discussed are the current market turmoil and the economic climate; why it all matters to investors; and what investors should do.

February 17 2022 Commentary on the Economy and the Markets with a continuing discussion of two main economic and geopolitical events - (1) the 40-year inflation high of 7.5%; and (2) the likely invasion of the Ukraine by Russia. Also discussed are the current market turmoil and the economic climate; why it all matters to investors; and what investors should do.

February 10 2022 Commentary on the Economy and the Markets with a discussion of two main economic and geopolitical events - (1) the 40-year inflation high of 7.5%; and (2) the likely invasion of the Ukraine by Russia. Also discussed are the current market turmoil and the economic climate; and why it all matters to investors.

February 3 2022 Commentary on the Economy and the Markets with a discussion referencing hedge fund manager Ray Dalio's perspective on the possibility of a civil war in the United States. Also discussed are the current market turmoil and the economic climate; and why it all matters to investors.

January 27 2022 Commentary on the Economy and the Markets with perspective on how the U.S. Markets in Housing, Equities, Bonds and Commodities have all moved into Superbubble territory. Also discussed are the current market turmoil and the economic climate; and why it all matters to investors.

January 20 2022 Commentary on the Economy and the Markets with perspective on the Biden Georgia speech, the current market turmoil, and the economic climate; and why it all matters to investors.

January 13 2022 Commentary on the Economy and the Markets with a new perspective from hedge fund manager, Ray Dalio, on the January 6 2021 Capitol Hill events and why it matters to investors. A brief look at finding one's roots was also explored.

January 6 2022 Commentary on the Economy and the Markets with an introduction to the new format of these podcasts going forward. Some fun facts were also presented. A new perspective from hedge fund manager, Ray Dalio, on the January 6 2021 Capitol Hill events was also discussed.

February 11 2021 Commentary on the Economy and the Markets with a special discussion of hedge funds, funds of assets, and fund-of-funds.

February 4 2021 Commentary on the Economy and the Markets with a special discussion on where the stimulus money comes from.

January 28 2021 Commentary on the Economy and the Markets with a special discussion of whether one should consider moving to lower risk funds contemplating an impending correction or reversion to the mean.

January 21 2021 Commentary on the Economy and the Markets with a special discussion of developing an income producing strategy for 2021 and beyond.

January 14 2021 Commentary on the Economy and the Markets with a special discussion of the Northwest Quadrant Opportunity Fund, LLC.

January 7 2021 Commentary on the Economy and the Markets with a special discussion of our 2020 end of year and beginning of 2021 thoughts for the economy, the political climate, the markets, and how to invest in 2021.

December 31 2020 Commentary on the Economy and the Markets with a special discussion of our 2020 end of year and beginning of 2021 thoughts for the economy, the political climate, the markets, and how to invest in 2021.    

December 24 2020 Commentary on the Economy and the Markets with a special discussion on the initiation of coverage of convertible securities and convertible securities funds by the Intrinsic Value Wealth Report Newsletter.

December 17 2020 Commentary on the Economy and the Markets with a special discussion on the initiation of coverage of convertible securities and convertible securities funds by the Intrinsic Value Wealth Report Newsletter.

December 10 2020 Commentary on the Economy and the Markets with a special discussion on the National Association for Business Economics (NABE) December Outlook Survey.

December 3 2020 Commentary on the Economy and the Markets with a special discussion on the power of low and non-correlated assets.

November 26 2020 Commentary on the Economy and the Markets with a special discussion on the Federal Reserve Bank of Philadelphia's Fourth Quarter 2020 Survey of Professional Forecasters.

November 19 2020 Commentary on the Economy and the Markets with an open letter to Mr. Biden on exercising restraint in regulation by the Securities and Exchange Commission (SEC) with the upcoming SEC chairmanship vacancy.

November 12  2020 Commentary on the Economy and the Markets with a special discussion on the update paper on Intrinsinomics which was presented at the International Leadership Association's (ILA) annual conference.

November 5 2020 Commentary on the Economy and the Markets with a special discussion on a new approach to looking at strategic management by using a financial model lens. Note: the podcast incorrectly states that the elections are upcoming. It meant to reference the just completed elections.

October 29 2020 Commentary on the Economy and the Markets with a special discussion on a tried and true market indicator.

October 22 2020 Commentary on the Economy and the Markets with a special discussion on how not paying taxes can be good for investors and the economy.

October 15 2020 Commentary on the Economy and the Markets with a special discussion on the October NABE Outlook Survey.

October 8 2020 Commentary on the Economy and the Markets with a special discussion on the missing piece in the macroeconomic puzzle.

October 1 2020 Commentary on the Economy and the Markets with a special discussion on price-to-earnings ratios and reversion to the mean.

September 24 2020 Commentary on the Economy and the Markets with a special discussion on how the U.S. government is crowding out private investment.

September 17 2020 Commentary on the Economy and the Markets with a special discussion on understanding the financial markets by reading the Bible and studying history and philosophy.

September 10 2020 Commentary on the Economy and the Markets with a special discussion on the Q Ratio and what it says about the market's valuation.

September 3 2020 Commentary on the Economy and the Markets with a special discussion on the Buffett Indicator and what it says about the market's valuation.

August 27 2020 Commentary on the Economy and the Markets with a special discussion on the possibility of a perfect storm brewing in the financial markets.

August 20 2020 Commentary on the Economy and the Markets with a special discussion on the "Three Rights" that lead to Exceptional Investment Returns.

August 13 2020 Commentary on the Economy and the Markets with a special discussion on how the high valuations in tech stocks may be predicting that the effects of the pandemic will be with us for a very long time.

July 8 2020 Commentary on the Economy and the Markets with a special discussion on the valuation of the stock markets.

July 29 2020 Commentary on the Economy and the Markets with a special discussion on the possibility of business solving the Covid-19 Containment Problem.

Interview with Dr. Paul M. Wendee on Leadership. This podcast also has some ideas for young people starting a new business or starting a career in the Covid-19 environment.

July 22 2020 Commentary on the Economy and the Markets with a special discussion on System 1 and System 2 thinking and how the stock market is a System 1 thinker.

July 15 2020 Commentary on the Economy and the Markets with a special discussion on irrational exuberance and the valuation of the markets.

July 8 2020 Commentary on the Economy and the Markets with a special discussion on the valuation of the stock markets.

July 1 2020 Commentary on the Economy and the Markets with a special discussion on the valuation of the stock markets.

June 24 2020 Commentary on the Economy and the Markets with a special discussion on the valuation of the stock markets.

June 17 2020 Commentary on the Economy and the Markets with a special discussion on the valuation of the stock markets.