The Unfounded Podcast is a free flowing stream of ideas centered on asking the questions we often avoid. The focus is to bring the religious and secular world views into alignment through analyzing the philosophies developed by those who have come before us. The show is highly spiritual in nature, and leverages the practicality often hidden within religious teachings to provide actionable steps through which individual growth and expression can manifest. The classical liberal idea of self ex ...
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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
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With her super-sensitive sense of smell, sixteen year-old Kaia Smith is used to not fitting in. So when she receives an invitation from Dr. Vadim Grigori to participate in the Grigori Young Scholars Program with its promise that she will meet others like herself, she jumps at the chance. But what is the GYSP really about? Why are the faculty so interested in the story of the Fall of the Watchers? Why are they obsessed with antimony? And what role will GYSP participants like Kaia play in thei ...
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Bill Chen on Public Equity Investing in Real Estate (Part 4)
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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 conversation is part four of a multi-part series. Enjoy the con…
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Intuitive Series Ep. 4 - Live Stream Channeled Message - July 5, 2024
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Welcome back to another episode of the intuitive series where we focus on the spiritual side of things. Psychic readings and channeled messages from ascended masters are the main focus of these episodes. This live channeled message was streamed and recorded on July 5, 2024. All messages are timeless. Tons of different energies come through in these…
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In today's episode of the podcast I decided to sit down and just let the thoughts flow. Today is July the 4th and I felt compelled to speak to the state of the United States, specifically how it’s viewed by peer nations around the world. The United States is and has been under attack from an invisible enemy. One that attacks within by rotting the m…
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Bill Chen on Public Equity Investing in Real Estate (Part 3)
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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 Vornado Realty Trust as an example. This conversation is p…
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Bill Chen on Public Equity Investing in Real Estate (Part 2)
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1:11:38
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 of this podcast is to educate and inform. The views, …
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Bill Chen on Public Equity Investing in Real Estate (Part 1)
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1:07:32
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 his thesis on large-cap multifamily REITs at Best Id…
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In today's episode of the podcast I have gathered two clips that caught my attention over the last week, specifically on the topic of lying. The first is from a recent episode of the PBD Podcast in which (former CNN news anchor) Chris Cuomo is confronted by a clip casting him and his actions during covid in a negative light. We look at the clip in …
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Those Who Wrestle with God
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This episode is a deep dive into the Israeli-Palestinian conflict. With so much confusion and anger surrounding the subject it has been nearly impossible to discern what the truth is. Issues that run this deep demand careful and considered attention, effort that is utterly lacking in the current conversation. With this episode I am attempting to st…
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Welcome back for a heavy hitting episode! As the world changes people are also changing. It seems like the scandals just keep coming and that specific spotlight seems to have landed on P-Diddy and his entourage. I cover this story to start off the episode as I have wanted to speak directly about the abuse that has been uncovered for a while now. It…
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Christopher Tsai on Investing in an Age of Disruption
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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 a related talk at The Zurich Project 2023, hosted by …
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Back to Basics: "The Wisdom of Nature"
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In this episode of the pod, we explore the wisdom found throughout the natural world and its profound lessons on interconnectedness. We start off catching up on the developments around the world over the last six months. We watch and discuss three videos in this episode on a wide range of topics, with the underlying theme of observing and connectin…
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TWIII Podcast News, Retrospective, and Outlook
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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 their own. Neither this show, nor any of its content …
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Remembering Charlie Munger: Life and Legacy
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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 this show, nor any of its content should be construe…
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Shrinking Timeframes and First-Order Thinking Since the Covid Crash
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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 views, information, or opinions expressed by hosts or…
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The Bond Market from a Value Investor’s Perspective
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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 inform. The views, information, or opinions expressed by ho…
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Consumer Packaged Goods, GLP-1s, and Big Tech as the New Staples
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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 educate and inform. The views, information, or opini…
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Valuation and Capital Allocation in Declining Industries
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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 their own. Neither this show, nor any of its content sh…
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Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
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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 has come to seek outperformance in small caps versus la…
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Intuitive Series Ep. 3 - Live Stream Channeled Message - August 12, 2023
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Welcome back to another episode of the intuitive series where we focus on the spiritual side of things. Psychic readings and channelled messages from ascended masters are the main focus of these episodes. This live channelled message was streamed and recorded on August 12, 2023. All messages are timeless. Tons of different energies come through in …
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Welcome to the 100th episode of The Unfounded Podcast! What a journey it has been over the last couple years. I want to thank each and everyone of you that have listened and supported the podcast over all this time. I have thought about the 100th episode and what it should be focused on for a while now. Two days ago, I was struck with a desire to j…
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Whether to Modify Weather
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In this episode of the pod we are doing a deep dive into the topic of Climate Change. More specifically we take a look at “Weather Modification”, an obscure subject that is well documented but seemingly never referenced in relation to the topic of Climate Change. We look at some examples of how weather modification was developed and the myriad of a…
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Intuitive Series Ep 2 - Live Stream Channeled Messages - August 05, 2023
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4:03:48
Welcome back to another episode of the intuitive series where we focus on the spiritual side of things. Psychic readings and channelled messages from ascended masters are the main focus of these episodes. This live channelled message was streamed and recorded on August 05, 2023. All messages are timeless. This is a very long channelled message, ove…
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Rich Men North of Richmond
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1:27:39
Episode 98, “Rich Men North of Richmond” is named after the title of a song written by Oliver Anthony, a TikTok musician from Virginia who recently went viral and is shaking up both the music industry and political landscape. What makes Mr. Anthony’s song so controversial? Simply put it is an example of artistic authenticity. This is the overarchin…
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Intuitive Series Ep. 1 - Live Stream Channeled Messages
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1:53:40
In this inaugural episode of the “Intuitive Series” we are switching things up. In addition to traditional episodes you will now begin to see weekly “Bonus” podcast episodes focused on demystifying the intuitive and psychic abilities through demonstrating them in a live streamed video format. The messages are timeless and universal. The messages th…
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Warfare's Ragnorok
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1:08:16
Welcome back! This episode is a traditional one. Just me, a mic and some pent up ideas that were begging to be let loose! The two main topics in this one are Spiritual warfare and Social Media trends, specifically the disturbing popularity of the “Ai NPC Live” trend that is currently going viral on TikTok. In the first part of the show I dive deep …
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This episode of the podcast was recorded and streamed Live on TikTok. Towards the end of the show the stream was cut off by the platform due to “Community Guidelines Violations”. I encourage you to listen honestly to the conversation that takes place. Do you think these are the types of conversations that need to be censored? Is there any speech th…
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The show is back and full of fresh energy! I have been feeling a massive shift and it is time to set intentions for the show moving forward. As one chapter ends another begins. Until this point the show has largely consisted of journal episodes intended to document my healing journey and the awakening process as a whole. With that chapter finally c…
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Commercial Real Estate and the Future of Offices: Opportunity for Contrarian Investors?
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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 and inform. The views, information, or opinions expre…
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Takeaways and Lessons from the Berkshire Hathaway Annual Meeting 2023
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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 and inform. The views, information, or opinions expr…
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The Lagging Performance of Small-Caps: An Opportunity for Investors?
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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 opinions expressed by hosts or guests are their own.…
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Overconfidence, Under-Reaction, and Warren Buffett’s Investments
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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 https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1635061 Enjoy the conversation! The primary purpose o…
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Turmoil in the Global Banking System: Causes, Remedies, Opportunities
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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, information, or opinions expressed by hosts or guests…
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The End of TINA -- Does ”There Is No Alternative” to Equities Still Apply?
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53:13
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 to educate and inform. The views, information, or op…
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Thinking About Artificial Intelligence and Its Implications for Investors
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48:02
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, information, or opinions expressed by hosts or guests are their…
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Bed Bath & Beyond and the Fleecing of the American Retail Investor
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51:49
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 opinions expressed by hosts or guests are their own. Neit…
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Wisdom is the Word
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Welcome to the first live episode streamed on Ticktok Live. For those of you who would like to participate in the next live episode, follow me on Ticktok @christhasage! In this episode of the pod I am focusing on defining the concept of wisdom. Enjoy! Sources - In order as referenced during the show The Buddha Book - Reflection for Everyday by Will…
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The Opportunity in Beaten-Down, Money-Losing Growth Businesses
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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 educate and inform. The views, information, or opinion…
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Channeled Message: Spirit of the Peacock
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💪Channeled Message🦚: Spirit of the Peacock Part 1. If this video showed up in front of you then this message is for you! Lots of Love! The following music was used for this media project: Music: Dewdrop Fantasy by Kevin MacLeod Free download: https://filmmusic.io/song/3645-dewdrop-fantasy License (CC BY 4.0): https://filmmusic.io/standard-license S…
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In this episode of the Pod I am coming to you from San Xavier Mission in Tucson Arizona. One of the oldest operating missions in the United States, San Xavier is a beautiful location with a ton of energy to tap into. One of the most significant locations on the site is a grotto, where a visitation of the Holy Mother took place in the 20th century. …
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Private Equity and the Game of ”Volatility Laundering”
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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 views, information, or opinions expressed by hosts or gue…
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Channeled Message: "The Lion King" & "Snow White"
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🍎Channeled Message🦁: "The Lion King" & "Snow White" If this message showed up in front of you then this message is for you! Lots of Love!! The following music was used for this media project: Music: Perspectives by Kevin MacLeod Free download: https://filmmusic.io/song/4207-perspectives License (CC BY 4.0): https://filmmusic.io/standard-license Sto…
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Channeled Message: Spirit of the Hawk
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This is a channeled Message from the spirit of the hawk. If this popped up on your for you feed, then the hawk is trying to connect with you to help you on your journey. Lots of love! 1112 1112 1112 1112 555 616 252 Background Music Daybreak by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/3621-daybreak License: http://creativecommons.o…
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🔮Welcome back!🎶 In this episode of the pod we start off the show with a short tarot reading and then switch focus to analysing the idea of fairness and its place in our society. What is fairness? How does our idea of a fair world affect our experience in it? It is easy in a chaotic, consumer driven world to latch on to the idea of fairness and to p…
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Year in Review: Why 2022 Was a Year to Remember and Possibly a Turning Point
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54:48
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 views, information, or opinions expressed by hosts or gue…
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How to Invest When You Like the Business But Not Necessarily the Management Team
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48:22
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 primary purpose of this podcast is to educate and infor…
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Reflecting on the FTX Debacle and the Factors That Made It Possible
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52:18
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 opinions expressed by hosts or guests are their own. …
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The Capacity to Suffer, How It Applies in Practice, and the Case of Meta
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40:32
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 purpose of this podcast is to educate and inform. The vie…
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In this episode of the pod I join you for a video episode focusing on the topic of “The Morning Star”, and its significance throughout history. I delve into the figure of Jesus and Lucifer, looking to gain additional insight into how these two figures have interrelated throughout history. Enjoy! Sources - In order as referenced during the show The …
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Welcome back to the pod with a new and unique episode to kick things off! In this episode I am coming to you from the Mount Lemmon Forest near Tucson, Arizona! The energy of the mountain is incredibly healing and powerful. Throughout this episode I channel a few different messages for the collective and focus on the specifics of your current situat…
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David Einhorn on Value Investing: Will It Ever Come Back?
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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, information, or opinions expressed by hosts or guests are thei…
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