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The Icelandic Art of Intuition with Hrund Gunnsteinsdóttir | 307 35:19

vor 15 Tagen35:19

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We’ve turned intuition into a buzzword—flattened it into a slogan, a gut feeling, or a vague whisper we don’t always know how to hear. But what if intuition is so much more? What if it's one of the most powerful tools we have—and we’ve just forgotten how to use it? In this episode, I’m joined by Hrund Gunnsteinsdóttir , Icelandic thought leader, filmmaker, and author of InnSæi: Icelandic Wisdom for Turbulent Times . Hrund has spent over 20 years studying and teaching the science and art of intuition through her TED Talk, Netflix documentary ( InnSæi: The Power of Intuition ), and global work on leadership, innovation, and inner knowing. Together, we explore what intuition really is (hint: not woo-woo), how to cultivate it in a culture obsessed with logic and overthinking, and why your ability to listen to yourself might be the most essential skill you can develop. In This Episode, We Cover: ✅ Why we’ve misunderstood intuition—and how to reclaim it ✅ Practical ways to strengthen your intuitive muscle ✅ What Icelandic wisdom teaches us about inner knowing ✅ How to use intuition during uncertainty and decision-making ✅ Why trusting yourself is an act of rebellion (and power) Intuition isn’t magic—it’s a deep, internal guidance system that already exists inside you. The question is: are you listening? Connect with Hrund: Website: www.hrundgunnsteinsdottir.com TedTalk: https://www.ted.com/talks/hrund_gunnsteinsdottir_listen_to_your_intuition_it_can_help_you_navigate_the_future?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare Newsletter: https://hrundgunnsteinsdottir.com/blog/ LI: www.linkedin.com/in/hrundgunnsteinsdottir IG: https://www.instagram.com/hrundgunnsteinsdottir/ Book: InnSæi: Icelandic Wisdom for Turbulent Times Related Podcast Episodes: How To Breathe: Breathwork, Intuition and Flow State with Francesca Sipma | 267 VI4P - Know Who You Are (Chapter 4) Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Stock Talking

Serie-Home•Feed

Interviews, ideas and more on stocks.

56 Episoden

#Trading #Business #stocktalking

Stock Talking

updated vor 3 Jahren

Serie-Home•Feed

Interviews, ideas and more on stocks.

56 Episoden

#Trading #Business #stocktalking

Alle Folgen

Stock Talking

1
Jeffrey Kamys Part 2: Sports Betting & Gaming Q1 Earnings and Industry Update 58:10

vor 3 years58:10

58:10

Jeffrey Kamys returns to discuss Q1 earnings, with updates on DKNG, PENN, MGM, BALY and more. We dive into Bally's potential tender offer after rejecting Standard Chartered's $38 per share and the company's transition to being more software-oriented after acquiring Gamesys. Jeffrey overviews opportunities in sports gambling content provider Gambling.com (GAMB) and Australian gambling conglomerate Tabcorp, including a potential divestiture of its lottery business in the near-term. Jeffrey walks through whether we could see sports betting becoming legal in California by Q1 2023. Check out the IBET ETF here https://www.inherentwealthfund.com/etf/ibet and Jeffrey's website here https://www.jeffreykamys.com…

Stock Talking

1
Jeffrey Kamys: Sports Gambling and IBET 1:18:38

vor 3 years1:18:38

1:18:38

My guest today is Jeffrey Kamys, Chief Investment and Portfolio Manager at Baseline Investments and Inherent Wealth Fund, where he manages the iBET Sports Betting & Gaming ETF (IBET). Jeffrey walks through the current landscape in sports betting in the US today and what the path to legalization looks like. I get Jeffrey's takes on disparities in valuations in sports gambling, including discounts in European companies (FLTR), brick and mortar casinos (BYD) and gaming picks-and-shovels names (ex. SGMS, EVO). Jeffrey discusses how customer acquisition costs and strategies to acquire growth are changing, and why sports gambling as a whole can grow at a 15-20% CAGR with operating leverage on top of that. I get Jeffrey's thoughts on companies who haven't traditionally played in sports betting and entertainment who will be heavily involved in the years to come, including AMZN, AAPL and DIS. This conversation really got me thinking on how strong the tailwinds might be for companies that benefit from legalization and growing interest in betting on sports. I highly recommend checking out IBET if you're interested in gaining exposure to the space with an active manager and following Jeffrey's coverage: - IBET ETF - https://www.inherentwealthfund.com/ - Jeffrey's podcast, blog and more - https://www.jeffreykamys.com/…

Stock Talking

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J Mintzmyer: Shipping, Capital Allocation and the Cycle 1:04:59

vor 3 years1:04:59

1:04:59

My guest today is J Mintzmyer, Head of Research at Value Investor's Edge and my favorite follow on all things shipping. J discusses where he thinks we are in the shipping cycle and how he gauges risk / reward based on company-specific and industry-specific factors. J uses this risk / reward framework to talk through International Seaways (INSF), Scorpio Tankers (STNG), Danaos (DAC) and more. I get J's thoughts on opportunities in container leasing and why he thinks Textainer (TGH) has higher upside than Triton (TRTN). We close by discussing one of J's newer positions - Diamondback Energy (FANG) - and how the company is approaching capital allocation. I thought this was an awesome conversation and came away excited to do more research on shipping. I highly recommend following J on Twitter and subscribing to Value Investor's Edge: - J's Twitter - https://twitter.com/mintzmyer - Value Investor's Edge - mintzmyer.com…

Stock Talking

1
Twebs: Finding Non-Economic Sellers, Limited Downside and High Upside 46:28

vor 3 years46:28

46:28

My guest today is Twebs ( https://twitter.com/twebs ). Twebs writes The Asymmetry Infantry (https://twebs.substack.com/) and is host of Single Stock Spaces (RSS feed: https://api.substack.com/feed/podcast/487271/private/05bd0330-8d56-4df0-8ad3-9051293c432a.rss ). He spent 15+ years on the buy side and chats with me on lessons learned there, specifically on what good research looks like. We discuss Twebs' Double Dog Index ( https://twebs.substack.com/p/introducing-the-double-dog-index ) and important differences around capital allocation among the names ( $X v. $STLC v. $ARCH ). Twebs gives an update on $AMPY and how the risk/reward has improved since October (check out his original overview of Amplify here https://twebs.substack.com/p/ampy) . We close out talking about a formative investing experience that shows the value of identifying opportunities with non-economic sellers, limited downside and high upside.…

Stock Talking

1
Web3, Web2 and the Physical World: Nick Widmer Returns to Talk NFTs of the Future 53:56

vor 3 years53:56

53:56

Nick Widmer discusses how NFTs will figure greatly into our relationship with products and services. We talk about LinksDAO and other projects where NFTs could represent value beyond the aesthetic and unlock physical goods and services in the future. Nick discusses why the current ecosystem is the way it is, including the incentives of influencers, advertisers and exchanges, and how that ecosystem could change in the future. I highly recommend subscribing to Nick's Substack ( https://nickwidmer.substack.com/ ) and LinkedIn ( https://www.linkedin.com/in/nicholaswidmer/ ) for more great takes on this subject.…

Stock Talking

1
Hanging in the Pit with The Impervious, 2022 Edition 1:01:09

vor 3 years1:01:09

1:01:09

The Impervious is back to talk all things 2022 outlook! We exchange takes on inflation, growth v. value, uranium, SPACs, Chinese stocks, US cannabis and more.

Stock Talking

1
Diligent Dollar: Leaning Into Value Traps 59:37

vor 4 years59:37

59:37

Diligent Dollar ( https://diligent-dollar.com/ ) and I discuss his Value Trap Coffee Can Portfolio (VTCCP). We discuss the five names currently in VTCCP ($STRT, $ALSN, $AXL, $ANF and $CATO) and why opportunities exist specifically in auto suppliers and retail. Diligent also pitches Bath and Bodyworks ($BBWI) and the potential for the stock to be a compounder with strong organic growth and buybacks. We close out with some updates on Triton ($TRTN), 180 Degree Capital Corp. ($TURN) and National CineMedia ($NCMI).…

Stock Talking

1
The Brand and the Value: Nick Widmer on NFTs 1:10:51

vor 4 years1:10:51

1:10:51

"If we talk in two years, I'll be shocked if Nike isn't issuing NFTs." - Nick Widmer Nick Widmer (https://nickwidmer.substack.com/, https://twitter.com/nfwidmer) returns to the show to talk about non-fungible tokens, Web3 and the next generation of brand building. Nick explains to me why NFTs are a logical vehicle for companies to use to build their brands. I walked away from this conversation with a much better understanding of NFT originators and buyers. Nick has a fascinating perspective and background; I highly recommend this episode! Show notes links: - Nick's article on NFTs (subscribe to his Substack - it's excellent) - https://nickwidmer.substack.com/p/nftsareworthunderstanding -Jack Butcher's Twitter thread on getting started with understanding Web3 and NFTs https://twitter.com/jackbutcher/status/1435299942235615236 - Not Boring (Packy McCormick) newsletter - https://www.notboring.co/…

Stock Talking

1
Poker, that Wayne Gretzky Quote and Movie Theaters 17:28

vor 4 years17:28

17:28

I explain why I think the stock market puck is going to the movie theater industry and how turbo poker tournaments are my mental model for market cycles. I review Cinemark's 2021 quarterly earnings call and why CEO Mark Zoradi's comments demonstrate that 2H 2021 and 2022 are going to be an amazing time for the box office. Book recommendations: - The Biggest Bluff, Maria Konnikova https://www.amazon.com/dp/B082ZQYGSL/ - Thinking in Bets, Annie Duke https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions-ebook/dp/B074DG9LQF…

Stock Talking

1
Why Apple's Buyback Strategy Makes Sense 12:59

vor 4 years12:59

12:59

I discuss why I'm a big fan of Apple's buyback strategy and think buybacks are a better use of capital than acquisitions, any capex they could do, debt paydown, keeping the cash or raising the dividend. Based on the company's capital allocation strategy and earnings growth, Apple still is a great buy and one of my top holdings. Some links I mention in the show: - Berkshire 2020 letter - https://www.berkshirehathaway.com/letters/2020ltr.pdf - Blog post on capital light compounders by Connor Leonard (thank you Diligent Dollar for recommending) - https://sabercapitalmgt.com/reinvestment-moat-follow-up-capital-light-compounders/…

Stock Talking

1
Sunday Options (4/25/2021): Hanging in the Pit with The Impervious 56:42

vor 4 years56:42

56:42

The Impervious returns to swap takes on gold + gold miners, Tesla + FAANG upcoming earnings, inflation v. deflation, the crypto lending market and QQQ's year of outperformance versus Berkshire Hathaway.

Stock Talking

1
Diligent Dollar Part III: Good Companies, Bad Balance Sheets 1:07:02

vor 4 years1:07:02

1:07:02

Diligent Dollar is back to explain how he finds opportunities in levered companies that scare away most equity investors. Diligent talks through several examples including Platform Specialty Products (now Element Solutions) to highlight scenarios where debt to EBITDA multiples don't tell the whole story. We discuss Diligent's Civeo ($CVEO) thesis (lodging and hospitality for mining) and dive into the company's de-leveraging story, potential to produce a 25%+ FCF yield and why CVEO could do well independent of commodity price movement. Diligent shares his experience trying to acquire a marina, his thoughts on the structural disadvantages of REITs, tailwinds for manufactured housing (Cavco - $CVCO, Skyline - $SKY) despite NIMBY concerns and more. I really enjoyed this conversation and highly recommend subscribing to the Diligent Dollar blog (https://diligent-dollar.com).…

Stock Talking

1
Phil Andrews: The Role of Cathie's Ark in the ARK Investing Community 1:05:11

vor 4 years1:05:11

1:05:11

Phil Andrews of Cathie's Ark returns for an awesome discussion on ARK and how the Cathie's Ark website and trading floor provide valuable data and commentary to the ARK community. Phil responds to the ARK bears and debunks some popular narratives on ARK’s exposure to a sell-off triggered by illiquidity. We discuss the best ARK portfolio holdings to buy during drawdowns and why Phil believes $ARKG is the ETF most well situated to thrive as ARK AUM grows. I ask Phil about the bull case for $TDOC, $BLI and a number of other names. Phil reviews new and upcoming features for the Cathie's Ark website (filters, timelines and plans for upcoming FDA release data). I get Phil’s reactions to ARK’s new positions in $DKNG and $TWTR. We close with some questions from Twitter and Cathie’s Ark’s Trading Floor, including Phil’s takes on $NNDM, $BNGO, $PACB and dollar-cost averaging. Cathie's Ark (https://cathiesark.com/) has been an indispensable resource for me as an investor in $ARKK and I highly recommend checking out the website, joining the Trading Floor community and signing up for email notifications ( https://cathiesark.com/daily-trade-email ).…

Stock Talking

1
President's Day Market Overview with The Impervious 42:53

vor 4 years42:53

42:53

The Impervious and I come together to talk about the market’s new all-time highs and the crush in implied volatility. For once, we both agree energy is well positioned to benefit from technical (potential short squeeze, high amount of options traded) and fundamental (supply constrained, demand growing) factors. Sean talks about opportunities in uranium, implied volatility, gold miners and more. I discuss recent changes in my own portfolio where the theme was sell low quality businesses and buy more of high quality businesses.…

Stock Talking

1
Emergency GameStop Episode 30:22

vor 4 years30:22

30:22

GameStop! The Impervious and I take stock of extreme volatility in $GME, $AMC and other favorites of the WSB crowd. How long could this phenomenon last? Sean crafts a generalized strategy for trading single digit price stocks with condensed option chains and gives recommendations for $GNUS, $XSPA and $AG.…

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