พอดคาสท์ Intrinsic ชั้นนำ (2025)

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Intrinsic First Leadership Podcast - Matt Beekman 1:09:33

4d ago1:09:33

1:09:33

In this episode, we sit down with Matt Beekman, Executive Director of Alpha Omega Group (AOG) and current President of the AFCEA San Diego Chapter (Armed Forces Communications & Electronics Association). Matt draws on his rich leadership experience in the nonprofit / association world to share how many of the core dynamics of leadership and motivat…

1
TIVP043: MSCI (MSCI): The Financial Giant Enabling Passive Investing w/ Shawn O’Malley & Daniel Mahncke 1:12:12

7d ago1:12:12

1:12:12

Shawn O’Malley and Daniel Mahncke break down MSCI Inc. (MSCI), the global leader in financial market indexes that power the passive investing revolution. They explore how MSCI built its dominant, utility-like business model, its compounding potential, and whether the stock remains attractively priced. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 Intro 0…

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TIVP042: Copart (CPRT): The 100-Bagger Junk Yard w/ Daniel Mahncke & Shawn O’Malley 1:17:02

13d ago1:17:02

1:17:02

Daniel Mahncke and Shawn O’Malley dive into Copart, the salvage auction company that’s quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major in…

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TIVP041: Fair Isaac Corporation (FICO): Scoring The World’s Biggest Credit Scorer w/ Shawn O’Malley & Daniel Mahncke 1:14:38

20d ago1:14:38

1:14:38

Shawn O’Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as…

1
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley 1:12:02

27d ago1:12:02

1:12:02

Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often de…

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TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke 1:27:49

1M ago1:27:49

1:27:49

Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe …

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TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley 1:23:16

1M ago1:23:16

1:23:16

Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, and energy, plus a $250 billion equity portfolio anchored by Apple, Be…

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Intrinsic First Leadership Podcast Interview - Dr Erin 1:20:09

1M ago1:20:09

1:20:09

In this episode of the Intrinsic First Leadership Podcast, we’re joined by Dr. Erin, a holistic wellness and attachment guide with a PhD in mindfulness, emotional intelligence, and relational leadership. Dr. Erin brings a unique perspective on leadership, drawing from her research on mindfulness practices with kindergartners and her expertise in at…

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TIVP037: Match Group (MTCH): Is Finding Love a Good Investment? w/ Shawn O’Malley & Daniel Mahncke 1:17:40

2M ago1:17:40

1:17:40

Shawn O’Malley and Daniel Mahncke break down Match Group (ticker: MTCH), a company that operates as part of a duopoly in online dating, owning a number of dating platforms, including Tinder, Match.com, Hinge, OkCupid, and more, with specialized platforms appealing to certain demographics and dating niches. During the Pandemic, the company was a pop…

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TIVP036: Dell (DELL): Overlooked AI Growth Story? w/ Daniel Mahncke & Shawn O’Malley 1:21:41

2M ago1:21:41

1:21:41

Daniel Mahncke and Shawn O’Malley dive into Dell Technologies, the legacy PC giant that’s quietly become one of the largest suppliers of AI infrastructure in the world. Once seen as a low-growth hardware player, Dell now sits at the heart of the data center buildout — shipping billions of dollars worth of GPU-powered servers to customers like xAI, …

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How the Right-Wing Is Bringing Back Conversion Therapy Through The Supreme Court (Chiles v Salazar) 23:29

2M ago23:29

23:29

My infographic about this case: https://drive.google.com/file/d/1a6-vYf6qIZ8r9xS3G_dRGTaF6qi-hOVK/view?usp=sharing A new “victim” has entered the culture war stage at the Supreme Court. After the “No Cake” baker and the “No Website” designer, meet “No Therapy” Kaley— a Christian counselor recruited by well-funded right-wing legal groups to challeng…

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Intrinsic First Leadership Podcast Interview - Fredrik Brannlund 1:03:10

2M ago1:03:10

1:03:10

In this episode of the Intrinsic First Leadership Podcast, we sit down with Fredrik Brannlund, founder of Finally Together, a unique social accountability platform that helps people build positive habits through community support without shame, pressure, or external rewards. Fredrik shares his fascinating journey from running a multimillion-dollar …

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TIVP035: Ferrari (RACE): High-Speed Compounder w/ Shawn O’Malley & Daniel Mahncke 1:15:30

2M ago1:15:30

1:15:30

Shawn O’Malley and Daniel Mahncke break down Ferrari (ticker: RACE), a company whose stock is arguably just as impressive as its high-performance and ultra-luxury vehicles. By global automotive standards, Ferrari hardly has any sales volumes, selling about 14,000 cars a year, yet these vehicles come with such premium price tags that the company can…

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Religious Trauma Therapist On Identity, Self Sabotage, and Queer Identity After Religion (SC Nealy) 1:16:00

2M ago1:16:00

1:16:00

On this episode of The Intrinsically Ordered Podcast, I sit down with SC Neely—therapist, author of 30+ books, and specialist in religious trauma and queer/trans identity. We explore the real signs of religious trauma, how it overlaps with complex PTSD, and the unique challenges queer people face when deconstructing from high-control religious envi…

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I Left the Catholic Church (Online Radicalization, The Latin Mass, and Finding Meaning Without God) 1:02:34

2M ago1:02:34

1:02:34

In this episode, I share my raw and personal journey through Catholicism—from being raised in a suburban Catholic family to becoming an intense religious fundamentalist who nearly entered a monastery. I explain what it was like to give every waking moment to prayer, theology, and the dream of becoming a monk, only to have my life upended when I was…

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TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley 1:12:23

2M ago1:12:23

1:12:23

Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — now fueled by strong margins, loyal customers, and bold international…

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Intrinsic First Leadership Podcast Interview - Ken Garber 56:40

2M ago56:40

56:40

In this episode, we’re joined by Ken Garber, owner and CEO of Del Rey Systems & Technology, for an engaging conversation about leadership across domains—from military service to private industry. Ken shares his journey from the U.S. Navy to the business world, eventually acquiring Del Rey and growing it into a company known for its people-first cul…

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Catholic Mass & Drag Brunch: Community Meaning-Making Rituals (w/ Co-Host Colin) 1:03:44

3M ago1:03:44

1:03:44

What happens when you attend a traditional Latin Catholic Mass in the morning and a drag brunch in the afternoon? Surprisingly, these seemingly opposite worlds share more than you’d expect. In this episode, we unpack seven parallels between Catholic liturgy and drag performance—from ritual and belonging to performance, morality, and meaning. For us…

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TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke 1:27:38

3M ago1:27:38

1:27:38

Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any. In this episode, you’l…

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TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley 1:28:15

3M ago1:28:15

1:28:15

Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor conf…

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TIVP031: The Trade Desk (TTD): Heir to the Programmatic Advertising Throne? w/ Shawn O’Malley & Daniel Mahnke 1:23:48

3M ago1:23:48

1:23:48

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same pe…

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TIVP030: PayPal (PYPL): Value Trap or Multibagger? w/ Daniel Mahncke & Shawn O’Malley 1:26:17

3M ago1:26:17

1:26:17

Daniel Mahncke and Shawn O’Malley dive into PayPal’s post-pandemic reset, tracing the fintech pioneer’s slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack …

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'Help, My Loved One Joined Fundamentalist Catholicism' - How to React with @LeaveLaughLove 1:15:00

3M ago1:15:00

1:15:00

In this episode of Intrinsically Ordered, Evelyn from @leavelaughlove joins me to tackle one of the hardest questions we get asked: how do you talk to loved ones who are falling into fundamentalist Catholicism? We unpack: Why people get drawn into high-control religious groups How to maintain healthy boundaries without burning bridges Why “debating…

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TIVP029: Roku (ROKU): Forgotten Streaming Giant w/ Shawn O’Malley & Daniel Mahncke 1:30:07

3M ago1:30:07

1:30:07

Shawn O’Malley and Daniel Mahnke break down Roku (ticker: ROKU), an aggregator of digital content in the world of TV streaming, with a footprint in nearly 90 million households. Roku is the gateway to streaming, and its devices have famously turned any TV into a Smart TV, but now Roku does much more than that. In this episode, you’ll learn why the …

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“I Followed Every Catholic Marriage Rule… Until I Realized the Harm" - An Ex-Catholic Wife's Story 1:01:33

4M ago1:01:33

1:01:33

In this episode of Intrinsically Ordered, I sit down with Isabelle, who grew up immersed in traditional Catholicism—daily rosaries, novenas, and all. Over time, she shifted toward progressive Catholicism before beginning a slow and painful unraveling of belief. We talk about mental health, OCD masked as virtue, the reality of Catholic marriage and …

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TIVP028: Estée Lauder (EL): Michael Burry’s Big Bet w/ Daniel Mahncke & Shawn O’Malley 1:09:44

4M ago1:09:44

1:09:44

Daniel Mahncke and Shawn O’Malley take a closer look at Estée Lauder’s turbulent turnaround, tracing the beauty giant’s fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of China’s daigou shopping channel, and a broader slowdown in its most important market. In thi…

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How the Left Can Win Debates - Actual Jubilee Participants Talk About Their Experience 1:51:19

4M ago1:51:19

1:51:19

In this episode of Intrinsically Ordered, I'm joined by Greg and Oliver—two seasoned left-wing voices who’ve appeared on Jubilee, the Whatever podcast, and in brutal six-hour debates with professional sexists, racists, and homophobes. Together, we unpack the ethics of debate, how to survive the emotional toll, what it’s like to be in the room with …

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TIVP027: LVMH (MC): Investing in True Luxury w/ Shawn O’Malley & Daniel Mahncke 1:23:47

4M ago1:23:47

1:23:47

Shawn O’Malley and Daniel Mahncke break down LVMH (ticker: MC), an iconic luxury goods empire with brands ranging from Louis Vuitton to Moët, Dior, Chandon, Hennessy, Tiffany, Bulgari, and Tag Heur, among others. It’s a powerful conglomerate built by one of the world’s richest men, Bernard Arnault, known as the “wolf in cashmere” for his ruthless c…

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Gay, Catholic, and OnlyFans Star: Darian Black's Story of Reconciling Faith and Sexuality 52:15

4M ago52:15

52:15

I sat down with Darian, a gay creator who once wanted to be a Catholic priest and now runs an OnlyFans—while still attending Mass. We talked about scrupulosity, being queer in the church, spirituality beyond dogma, and the surprising peace he found in ritual. Darian's story is messy, funny, thoughtful, and deeply honest—and it challenges what it me…

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TIVP026: The Intrinsic Value Portfolio: Mid-Year Review w/ Daniel Mahncke & Shawn O’Malley 1:40:41

4M ago1:40:41

1:40:41

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what’s changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber’s cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet’s latest ear…

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Two Atheists Go to a Latin Mass - Behind @HeliocentricOfficial's 'Atheist Church Audit' 2:38:17

4M ago2:38:17

2:38:17

Jared from Heliocentric joins me to talk about his experience attending a Latin Mass for the first time and what it reveals about the explosive growth of Rad Trad Catholicism online. We dive into the aesthetics, the online media machine, the psychology of conversion, and how social media fuels religious radicalization. We also reflect on sexuality,…

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TIVP025: Smith & Wesson (SWBI): Deep Value — Locked and Loaded w/ Daniel Mahncke & Shawn O’Malley 1:14:18

4M ago1:14:18

1:14:18

Shawn O’Malley and Daniel Mahnke break down Smith & Wesson (ticker: SWBI), an iconic firearms manufacturer with 170+ years of history. Smith & Wesson is no compounder, though. It’s an okay business, at best, but Shawn and Daniel want to determine whether this often-overlooked stock is cheaply priced. In this episode, you’ll learn how Smith & Wesson…

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Dialogue: Does the Bible Condemn Homosexuality? Catholic Apologist vs Gay Atheist 1:20:03

4M ago1:20:03

1:20:03

In this episode of the Intrinsically Ordered Podcast, I’m joined again by Noah from Jesus and Whatnot for part two of our deep-dive into what the Bible says—or doesn’t say—about homosexuality. As a gay atheist and former almost-priest, I argue that the biblical texts don’t clearly address modern queer relationships. Noah, now a confirmed Catholic, …

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TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley 1:31:59

5M ago1:31:59

1:31:59

Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-e…

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Coming Out As Gay In Canadian Catholic Hockey Culture - @bradyvandruenen's Story 48:47

5M ago48:47

48:47

I got to sit down with @bradyvandruenen55 , a former Catholic school student and hockey player from small-town Canada, to hear his powerful story of growing up gay in a conservative Catholic environment. We dive into Catholic sex ed, hockey locker room culture, the mental gymnastics of trying to be someone you're not, and what it was like to finall…

1
Intrinsic First Leadership Podcast Interview - Jack Turner 50:20

5M ago50:20

50:20

In this episode, we talk with Jack Turner, former Navy pilot and now CEO & Founder of XSite, a defense contracting company. Jack shares powerful lessons from his time in the cockpit and how those experiences shape his people-first leadership style today. We dive into topics like building culture, leading with purpose, and what it takes to lead effe…

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TIVP023: Nubank (NU): Banking on Latin America w/ Shawn O’Malley & Daniel Mahncke 1:34:19

5M ago1:34:19

1:34:19

Shawn O’Malley and Daniel Mahncke break down Nubank (ticker: NU), a leading fintech company providing credit card, banking, and insurance services to millions across Latin America, with nearly 60% of Brazil’s adult population using one of the company’s products. Nubank’s success is a true David vs.Goliath story, overcoming a powerful banking oligop…

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TIVP022: Amazon (AMZN): Is It Prime Time for Investors? w/ Daniel Mahncke & Shawn O’Malley 1:31:14

5M ago1:31:14

1:31:14

Daniel Mahncke and Shawn O’Malley break down Amazon (ticker: AMZN), one of the most transformative companies of the modern era — a business that started as an online bookstore and ended up reshaping global commerce, cloud computing, and digital infrastructure. From innovating retail logistics to building the backbone of the internet through AWS, Am…

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Intrinsic First Leadership Podcast Interview - Tim Snyder 1:19:12

5M ago1:19:12

1:19:12

In this episode, we sit down with Tim Snyder, VP of Program Management at G2 Ops. Tim shares insights from his journey through the U.S. Navy, his experience in defense contracting, and his approach to effective leadership in high-stakes environments. From leading complex programs to building strong teams, Tim offers wisdom and perspective every lea…

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TIVP021: Shopify (SHOP): The Battle For The Future of E-Commerce w/ Shawn O’Malley & Daniel Mahncke 1:24:38

5M ago1:24:38

1:24:38

Shawn O’Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Am…

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TIVP020: Visa (V): Is Visa still the Card to Hold? w/ Daniel Mahncke & Shawn O’Malley 1:23:14

6M ago1:23:14

1:23:14

Daniel Mahncke and Shawn O’Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn’t issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether y…

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The Ultimate Guide to Coming Out - A Philosopher's Perspective 33:55

6M ago33:55

33:55

This is the ultimate guide to coming out—philosophically, practically, and personally. Whether you’re just starting to question your identity, preparing for your first conversation, or figuring out how to rebuild your life after coming out, this video is for you. As someone who almost became a Catholic priest and now helps coach others through the …

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Being Gay At The Most Conservative Catholic Universities - Newman Guide - @leavelaughlove 1:24:33

6M ago1:24:33

1:24:33

In this episode of Intrinsically Ordered, Cade chats with Evelyn from Leave Laugh Love about the hidden world of Newman Guide colleges — those elite, ultra-conservative Catholic universities designed to "protect" young adults from the real world. Evelyn shares her experience attending Franciscan University, the cult-like enforcement of Catholic mor…

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TIVP019: Adobe (ADBE): Designing a Creative Empire w/ Shawn O’Malley & Daniel Mahncke 1:27:50

6M ago1:27:50

1:27:50

Shawn O’Malley and Daniel Mahncke break down Adobe (ticker: ADBE), a leading software company providing end-to-end solutions for creative professionals, from design and creation to marketing and performance measurement. Through apps like Photoshop and After Effects, Adobe offers an industry-leading suite of productivity tools for creatives, includi…

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TIVP018: Mercedes-Benz (MBG): Can Benz Reinvent the Car? w/ Daniel Mahncke & Shawn O’Malley 1:17:20

6M ago1:17:20

1:17:20

Daniel Mahncke and Shawn O’Malley break down Mercedes-Benz (ticker: MBG), one of the world’s most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EV…

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Eucharistic Miracles Are FAKE - Actual Scientist Review "Scientific Evidence" of Catholic Miracle Claims w/ @Nontradicath 1:16:38

6M ago1:16:38

1:16:38

Join the community and join the group discussion on discord: https://www.patreon.com/c/gayextrad I’m joined by Kevin for a deep dive into one of Catholicism’s most emotionally compelling and scientifically dubious claims: Eucharistic miracles. You’ve heard the stories—bread turning into heart tissue, bleeding hosts, and baffled scientists—but how w…

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Overcoming Porn, Grief, and Paralysis Through Faith with Rick Cheatham 56:27

6M ago56:27

56:27

Paul interviews Rick Cheatham—former firefighter, marriage coach, and transformational speaker—who shares one of the most powerful testimonies of overcoming adversity through faith. Rick opens up about surviving porn addiction, restoring his marriage, the devastating loss of his son to murder, and the life-altering injury that left him temporarily …

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Why Jordan Peterson Made Me An Atheist 35:21

6M ago35:21

35:21

Jordan Peterson is famous for inspiring many to take religion seriously — but for me, he had the opposite effect. In this video, I walk you through how reading Maps of Meaning turned me from a devout Catholic who almost became a priest into an atheist — and how Peterson’s ideas unexpectedly helped me accept myself as a gay man. We'll dive into beli…

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TIVP017: Comfort Systems (FIX): Blue-Collar Compounder w/ Shawn O’Malley & Daniel Mahnke 1:15:36

6M ago1:15:36

1:15:36

Shawn O’Malley and Daniel Mahnke break down Comfort Systems (ticker: FIX), a specialty contracting company providing installation and maintenance services for the electrical, HVAC, and plumbing needs of schools, hospitals, apartment buildings, restaurants, data centers, manufacturing facilities, and a range of other customers. Comfort Systems is so…

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debunking EVERY catholic apologetic argument - ex-catholic apologists 3:21:47

6M ago3:21:47

3:21:47

On today's episode, we react to a 27 page document that reports to take people from agnosticism to catholicism. Myself and Colin (ex-traditional catholics) debunk this document while getting an outsider's perspective from our friend Greg (never been very religious). Let's see how catholic apologetics play out to some experienced debaters and a fres…

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