{"podcast":{"title":"This Week in Intelligent Investing","slug":"this-week-in-intelligent-investing-744474","podcast_index_feed_id":744474,"rss_url":"https://feed.podbean.com/twiii/feed.xml","website_url":"https://twiii.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/9208617/this_week_in_intelligent_investing_8f1up.jpg","author":"John Mihaljevic and Elliot Turner","episode_count":100,"summary":"This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion. The podcast is brought to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your hosts are Elliot Turner, Chief Investment Officer of RGA Investment Advisors, and John Mihaljevic, Chairman of MOI Global.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/this-week-in-intelligent-investing-744474"},"episode":{"title":"Shaun Heelan on Market Complacency, the AI Capital Trap, and Deep Value Case Studies","slug":"shaun-heelan-on-market-complacency-the-ai-capital-trap-and-deep-value-case-studies","published_at":"2026-04-13T16:59:32+00:00","page_url":"https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/shaun-heelan-on-market-complacency-the-ai-capital-trap-and-deep-value-case-studies","show_page_url":"https://stenobird.com/podcast/this-week-in-intelligent-investing-744474","url":"https://twiii.podbean.com/e/shaun-heelan-on-market-complacency-the-ai-capital-trap-and-deep-value-case-studies/","audio_url":"https://mcdn.podbean.com/mf/web/ii5c3xaw4hdujxfn/shaun-heelan-on-twiii-20260312.mp3","summary":"This week on This Week in Intelligent Investing, Elliot and John are thrilled to welcome Shaun Heelan of MAAT Investment Group. Shaun brings a masterclass in deep-value investing and private-equity-style due diligence, offering a contrarian take on today’s market complacency and the tech-heavy concentration of passive indices. In this episode, we explore the widening cracks in the credit market, dig into the forensic accounting details of a passed opportunity, and discuss why the current AI boom might look a lot like the historical capital traps of railroads and aviation. Shaun also breaks down MAAT’s newest portfolio addition, illustrating exactly how to calculate a true margin of safety when the broader market is in despair.","meta_description":"This week on This Week in Intelligent Investing, Elliot and John are thrilled to welcome Shaun Heelan of MAAT Investment Group. Shaun brings a masterclass…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5111,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/this-week-in-intelligent-investing-744474/episodes/shaun-heelan-on-market-complacency-the-ai-capital-trap-and-deep-value-case-studies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/this-week-in-intelligent-investing-744474/shaun-heelan-on-market-complacency-the-ai-capital-trap-and-deep-value-case-studies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}