The World According to Boyar
The Boyar Value Group
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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.
Επεισόδια
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"I'll Take Manhattan": How John Catsimatidis Built a $4 Billion Empire 21.07.2026 27λRed 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. Episode Overview 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... -
Inside Fidelity: The Private Dynasty That Changed American Investing 07.07.2026 39λWall Street Journal journalist Justin Baer on Fidelity’s private empire, the Johnson family, Jerry Tsai, and the company that helped reshape American investing. Episode Overview 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. &n... -
Casino Attached to a Church: Michael Santoli on Speculation, the AI Boom, and Echoes of 2021 and 1999 18.06.2026 39λCNBC’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. Episode Overview 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 Stre... -
Inside Shareholder Activism with Wachtell Lipton’s Lina Tetelbaum 12.06.2026 44λEpisode Overview: 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. 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 ulti... -
Are Josh Brown and Michael Batnick the Howard Stern of Financial Podcasting? 28.05.2026 1ώ 3λJosh Brown and Michael Batnick on Ritholtz, Authenticity, and Why Risk Finds a Way 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. 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... -
MGM’s Big Bets: Bill Hornbuckle on Las Vegas, Japan, and Digital Expansion 26.11.2025 37λEpisode Overview 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. Hornbuckle also shares his perspective on MGM’s relationship with both IAC and Ba... -
From Book Value To Brand Value. Bill Nygren On Why Modern Investing Requires Seeing Beyond The Balance Sheet 05.11.2025 59λEpisode Overview 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... -
Inside IAC: Chris Halpin on Unlocking Value in Turo, Dotdash Meredith, and the Future of Digital Media 02.06.2025 46λEpisode Summary: 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. 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... -
Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway 27.02.2025 1ώ 6λEpisode Summary: In this episode of The World According to Boyar, Jonathan Boyar sits down with Bill Ackman, the legendary hedge fund manager and founder of Pershing Square, to discuss his latest big move involving Howard Hughes, his unfiltered views on politics, and his growing role as an activist investor. Ackman shares his thoughts on the Trump administration, deregulation, and why he believes reducing government inefficiency could be a game changer for the U.S. economy. On the investing f... -
AI, Indexes, and Independent Research: Inside Morningstar’s Strategy with CEO Kunal Kapoor 13.08.2024 40λJoin host Jonathan Boyar as he sits down with Kunal Kapoor, the dynamic CEO of Morningstar, in this episode of The World According to Boyar. Dive into the story behind one of the most influential firms in the financial services industry and discover how Kunal’s leadership has propelled Morningstar to new heights. Kunal discusses Morningstar's mission to empower investor success through independent research and data-driven insights. He shares insights on the evolution of Morningstar, the impor... -
Interactive Brokers founder, Thomas Peterffy, provides his thoughts on their market position and growth potential. He also shares his incredible journey from humble beginnings to tremendous financial success. 29.05.2024 24λThis week, I had the honor of interviewing Thomas Peterffy, the founder of Interactive Brokers, on The World According to Boyar podcast. Thomas’s life exemplifies the American Dream: When he came to the United States from Communist Hungary in 1965, virtually penniless and with no knowledge of English, he immediately began teaching himself computer programming while saving up for a seat on the American Stock Exchange. Using technological advances he himself helped pioneer, Thomas established a... -
From Records to Radio: Bill Wilson's Journey to Leading a Digital Media Empire 30.04.2024 49λThe Interview Discusses: Bill Wilson’s rise from a data-driven marketer at Arista Records to helming a digital-first local media empire.The extraordinary experience of working with Clive Davis. How he utilized traditional radio as a “trojan horse” to build a digital media company.The competitive advantage of operating in smaller markets.Why a local content strategy is so differentiated in today’s environment.Bill’s thoughts on capital allocation.His views on running a publicly trad... -
Anthony Scaramucci on resiliency, cryptocurrencies, and much more. 19.12.2023 31λThe Interview Discusses: Anthony’s amazing life story growing up from humble beginnings to becoming a major success on Wall Street.His theory on resiliency and how he was able to recover after being fired from both Goldman Sachs and the White House.Why he is investing in cryptocurrencies.How Bill Miller influenced his investment decision makingHow Warren Buffett cost him a lot of moneyHis support of Israel And much more!Biography: Anthony Scaramucci is the founder and managing part... -
Guy Spier, Portfolio Manager of the Aquamarine Fund and Author of the Education of a Value Investor and His Thoughts on the Current Geopolitical Landscape. 08.11.2023 1ώ 6λThe Interview Discusses: Growing up in Iran and how having a global upbringing has impacted him as an investor.Why he is more comfortable investing in the United States.How his grandparents fleeing Nazi Germany has impacted his investment decision making.His experience as an investor during the financial crisis and how he invests during uncertain times.What about the current geopolitical landscape scares him as an investor.His thoughts on holding cash as an investment.His opinion on inv... -
Patrick Doyle, Executive Chairman of RBI on: increasing Domino's share price by 23x; his vision for Tim Hortons and Burger King; and his thoughts on 3G Capital. 22.06.2023 38λThe Interview Discusses: His remarkable turnaround of Domino’s Pizza where he increased the share price by 23x.The opportunity he saw at Restaurant Brands that convinced him to invest $30 million personally in the company’s shares (and pledge to hold it for 5 years).The dynamics of working for a company controlled by private equity firm 3G.The importance of franchisee profitability for his turnaround plan.Tim Hortons extraordinary success in Canada and how that can be replicated in other pa... -
William Cohan, Best selling author discusses his latest book Power Failure: The Rise and Fall of an American Icon 10.03.2023 48λThe Interview Discusses: The rise and fall of GE.What could have been done to save General Electric.Who is to blame for GE’s demise.His in-depth interviews with both Jack Welch and Jeff Immelt. The fundamental error that Jack Welch made that tarnished his legacy.How GE capital almost filed for bankruptcy during the financial crisis.What Disney can learn from GE’s succession issues.The mistake GE made by selling NBC Universal to Comcast (and one thing about the deal you probably&nbs... -
Chip Brewer, CEO of Topgolf Callaway Brands discusses how he turned around Callaway's traditional business and more... 16.02.2023 51λThe Interview Discusses: How he turned around Callaway’s traditional business.How “off course” golf is now larger than “on course” golf.How Topgolf is increasing participation in traditional golf.The economics behind a Topgolf location and why scale matters.Why he does not believe a rising interest rate environment will impact the expansion of TopGolf.How he had the confidence to “bet the company” and purchase Topgolf in 2020 (during the throes of Covid).The significant opportunity they have ... -
Tom Gayner, Co-CEO of Markel discusses the evolution of Markel into a Fortune 500 company, the secret to success in the investment business and much more… 14.12.2022 56λThe Interview Discusses: The secret to success in the investment business.His investment thesis on both Home Depot & Diageo.Why investing through the covid crisis was harder than investing through the financial crisis. How covid has impacted Markel’s insurance operations.His thoughts on Berkshire Hathaway investing in Markel.His observations of Warren Buffett as a fellow board member at The Washington Post.How Markel decides whether to invest in private companies through Markel... -
John Rogers, Co-CEO of Ariel Investments on founding Ariel at the age of 24, the techniques he employs when investing on behalf of clients and more… 07.09.2022 42λThe Interview Discusses: Founding Ariel (which now manages more than $16 billion) at the age of 24.Surviving the stock market crash of 1987 and how he turned this setback into an opportunity to grow both his firm as well as his reputation.Why sitting on corporate boards such as McDonalds and Nike have made him a better investor.How his investment process has evolved overtime.How he constructs portfolios in terms of both diversification of industries and individual stocks. He also discus... -
Neil Vogel, CEO of Dotdash Meredith on how they became the largest publisher in the United States and why they can now compete with both Google/Facebook plus much more… 10.03.2022 38λThe Interview Discusses: How Dotdash in a relatively short period of time became the largest publisher in the United States.IAC's recent acquisition of Meredith and why he believes they now have the scale to effectively compete against Facebook and GoogleLessons learned from working with media mogul Barry Diller.The future of print magazines and why Dotdash is intentionally shrinking their subscriber base.The tremendous licensing opportunities they intend to take advantage of.A potentia...
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