The World According to Boyar
The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.
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Microcap Investing with Ian Cassel: The Stocks Wall Street Can't Buy
<p>Microcap investing is one of the last inefficient corners of the stock market, and Ian Cassel has spent 25 years in it. On this episode of The World According to Boyar, Jonathan Boyar talks with the founder of MicroCapClub, portfolio manager at Intelligent Fanatics Capital Management, and author of Stock Picker about why the big institutions can't own these stocks, why most microcaps have to be sold within three years even when they work, and what it actually costs a small company to be public (less than the headlines say). Ian walks through a stock he bought after a fat-finger...
Chris Mayer Returns: The Investor’s Odyssey, AI as a Junior Analyst & Life on a Public Board
<p>Chris Mayer, author of 100 Baggers and The Investor's Odyssey, on what three years on a public company board taught him, how he uses AI as a junior analyst, and what he actually does when a position gets cut in half. Stick around after the goodbye, where we talk stocks unfiltered.</p><p><br/></p><p>Chris Mayer was the very first guest on The World According to Boyar back in 2018. Eight years later he's back, and he brought a new book with him. Chris runs Woodlock House Family Capital, wrote 100 Baggers, one of my favorite investing books, and just...
"I'll Take Manhattan": How John Catsimatidis Built a $4 Billion Empire
<p>Red Apple Group founder John Catsimatidis on turning $5 million of Manhattan real estate into $100 million, financing an empire on vendor credit, and the one major business decision he hasn't made yet. </p><p><br/></p><p><b>Episode Overview</b></p><p>John Catsimatidis arrived in New York from a tiny Greek island at six months old, the son of a lighthouse keeper who worked as a busboy to feed his family. He left NYU eight credits short of an engineering degree for the chance to own a piece of the supermarket where he'd been working—and by his twe...
Inside Fidelity: The Private Dynasty That Changed American Investing
<p>Wall Street Journal journalist Justin Baer on Fidelity’s private empire, the Johnson family, Jerry Tsai, and the company that helped reshape American investing.</p><p><br/></p><p><b>Episode Overview</b></p><p> </p><p>Fidelity is one of the most important financial companies in America — and also one of the least understood. Millions of Americans know it through their 401(k), brokerage account, or mutual funds, but few know the story behind the private, family-controlled Boston firm that helped reshape modern investing.</p><p> </p><p>In this episode, Jonathan Boyar speaks with Wall Street Journal journalist Justin...
Casino Attached to a Church: Michael Santoli on Speculation, the AI Boom, and Echoes of 2021 and 1999
<p>CNBC’s Senior Markets Commentator—and the show’s first-ever repeat guest—on short selling, AI spending, market concentration, and why the bar is high for what’s been working to keep working.</p><p><br/></p><p><b>Episode Overview</b></p><p>In this episode of The World According to Boyar, Jonathan Boyar welcomes back CNBC Senior Markets Commentator Michael Santoli—the first repeat guest in the show’s history, following his December 2020 appearance in the thick of COVID. Drawing on more than three decades covering Wall Street, Santoli breaks down his now-memorable on-air clash with Ryan Cohen over Gam...
Inside Shareholder Activism with Wachtell Lipton’s Lina Tetelbaum
<p><b>Episode Overview:</b></p><p>In this episode of The World According to Boyar, Jonathan Boyar speaks with Lina Tetelbaum, a corporate partner at Wachtell Lipton, one of the world’s most influential corporate law firms, where she heads the firm’s shareholder engagement and activism defense practice.</p><p>Lina takes us inside the world of shareholder activism — how activists choose targets, the small universe of ideas they typically push, how companies and boards respond, and why so many activist campaigns ultimately end in settlements rather than full proxy fights.</p><p>We discuss the tension between the ch...
Are Josh Brown and Michael Batnick the Howard Stern of Financial Podcasting?
<p>Josh Brown and Michael Batnick on Ritholtz, Authenticity, and Why Risk Finds a Way<br/><br/>What began as a funny observation from Boyar Value Group founder Mark Boyar — that Josh Brown and Michael Batnick are “the Howard Stern of financial podcasting” — turned out to be a pretty good way into the real story.<br/><br/>Josh and Michael built an audience by being candid, irreverent, and willing to say things much of traditional Wall Street would rather leave unsaid. But underneath the humor is a serious wealth-management business, a disciplined investment process, and a culture that has become a magnet...
MGM’s Big Bets: Bill Hornbuckle on Las Vegas, Japan, and Digital Expansion
<p><b>Episode Overview</b></p><p>In this wide-ranging conversation, MGM Resorts CEO Bill Hornbuckle offers a candid look at how one of the world’s leading entertainment and hospitality companies is positioning itself for the future. We discuss MGM’s digital evolution, its expanding global footprint, and how leadership evaluates ambitious and complicated long-term opportunities such as the company’s $12 billion project in Japan.</p><p>Hornbuckle also shares his perspective on MGM’s relationship with both IAC and Barry Diller, the reasoning behind stepping back from the broader New York casino process. We discussed his thoughts on Macau, t...
From Book Value To Brand Value. Bill Nygren On Why Modern Investing Requires Seeing Beyond The Balance Sheet
<p><b>Episode Overview</b></p><p>In this wide-ranging conversation, legendary investor Bill Nygren discusses how value investing has evolved since the 1980s—and why the traditional valuation metrics many investors still rely on no longer adequately measure a company’s true worth. Nygren explains how intangibles like brand and customer acquisition costs have transformed the investing landscape, why accounting conservatism can obscure opportunity, and what he learned from Warren Buffett’s purchase of Coca-Cola decades ago.</p><p>This episode is a masterclass on adapting a classic investment philosophy for the modern age—combining rigorous analysis with intellectual flexibil...
Inside IAC: Chris Halpin on Unlocking Value in Turo, Dotdash Meredith, and the Future of Digital Media
<p>Episode Summary:</p><p>In this episode, Jonathan Boyar welcomes Chris Halpin, Executive Vice President, Chief Operating Officer, and Chief Financial Officer of IAC—a holding company known for its savvy capital allocation and track record of building internet leaders like Expedia, Match Group, and Ticketmaster. </p><p>Chris brings a unique perspective shaped by senior roles at the NFL and Providence Equity before joining IAC. He and Jonathan explore how IAC is navigating today’s market, why the stock is significantly undervalued, and how the company is positioning key holdings like Dotdash Meredith, Turo, and Care.com for long...
