MI Rewind: Contrarian Thinking w/ Codie Sanchez
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 593 Ratings
🗓️ 10 November 2023
⏱️ 38 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.5 | On today's show, we're re-sharing some of the older episodes that are my favorites for a few reasons. One, we get a bunch of new listeners each week, so new listeners may not have heard this episode before. Two, even if you've been listening for a while, you may have missed this episode when it originally came out. Or three, even if you've heard it before, it could be a great episode to learn from again. If you've already heard this episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that. And you can pick up with our new episodes next week. That's all I had for you for this new intro. Everything going forward is going to be from the original episode. I hope you guys enjoy it. It's all about opportunity |
| 0:38.3 | cost, right? So in everything in life, if you want to go out on a Friday night with your friends, you can't sit and watch the Netflix movie. If you want to go to a concert, you can't go out and go to a dinner. You have to pick, right? And for every decision you make, there's some constraint, which means you don't get to do something else. And with investing, and when you have money, |
| 0:54.2 | you have to think about where can my little soldiers, where can my |
| 0:56.6 | army of soldiers go best and attack the one reason that I have them out there fighting anyway? |
| 1:05.2 | On today's show, I talk with Cody Sanchez about where her curiosity for becoming a |
| 1:09.9 | contrarian came from, |
| 1:11.4 | why rental properties might actually be a dumb idea, her favorite ways of building cash flow |
| 1:15.8 | with no money, and a bunch more. |
| 1:18.6 | Cody Sanchez is a reformed journalist turned institutional investor. |
| 1:22.8 | She is now a managing director and partner at Entourage Effect Capital. |
| 1:27.1 | Since its inception in the summer of |
| 1:28.6 | 2014, EEC has deployed over $100 million into over 65 companies out of its two dedicated |
| 1:35.7 | funds and co-investments. Throughout her career, she has worked at the intersection of marketing |
| 1:40.4 | and money, finding contrarian ways to invest. She's always balanced her profession |
| 1:45.0 | with non-profit service to empower women, veterans, and Latinos. Before we get into the actual |
| 1:50.7 | episode, just a couple quick housekeeping items. First, towards the end of the episode, |
| 1:57.3 | Cody's computer unfortunately died, so the interview ended a bit shorter than we would |
| 2:01.5 | have liked, which you'll hear at the end. But the first half that was recorded, which you guys |
| 2:06.6 | here in this episode, had some awesome nuggets that I wanted to make sure got shared. |
| 2:12.2 | Cody's team and my team are working on finding a new time to get this episode finished. |
| 2:16.7 | So if you like this first part, |
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