Stocks for Beginners: Recent Episodes
Philip Muscatello
I interview industry experts so you'll learn what to do, what to ask and - ideally - how not to lose money.I'm just like you I want to make money from the stock market but I find the terminology confusing. I want to be able to make informed decisions. Let's learn together on Stocks for Beginners.
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Are you inadvertently sabotaging your financial future? It's a question that haunts many of us as we navigate the complexities of investing, saving, and planning for retirement. In the latest episode of our podcast, we delve into the world of finance with Chris Panagiotu, who returns to share his expertise and highlight the errors that could be derailing your path to prosperity.
Chris, who was introduced to investing at the tender age of ten, has built an impressive career, growing his practice from scratch to managing nearly $140 million. His near-decade of experience at Lucia Capital Group has given him a unique perspective on the financial mistakes that people from all walks of life tend to make.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/capitalize
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
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In this episode I'm joined by friend of the podcast Gary Brode for a rollercoaster ride through the whimsical world of finance, economics and monetary policy.
Let's face it, the economy can be dry and complicated. But Gary manages to inject humour into the discussion while unravelling the intricacies of the Federal Reserve's decisions, Congressional spending habits, and the ever-complex global market influences. There are even some laughs around the potential disaster brewing in Japan's interest rate policy and the commercial real estate market.
For more economic doom and fun follow Gary on X at: https://x.com/Gary_Brode
Here's a link to the blog post: https://www.sharesforbeginners.com/blog/gary-brode-dki-02
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
This is a special bonus rebroadcast episode of predictions for 2024 from the hosts of the Wall Street Wildlife podcast Luke “The Badger” Hallard and Krzysztof “Monkey” Piekarski, lead Advisors at 7investing.They attempt to predict the future of interest rates, black swans, tech booms and busts, Bitcoin price by year-end, the tech companies with the most momentum and those who might have climbed a branch too high.Here's a link to their YouTube channel to help get our menagerie of investing insights into more paws.There’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
I'm joined in this episode by the dynamic duo from 7Investing Luke Hallard & Krzysztof Piekarski who also host the Wall Street Wildlife podcast. They're here to guide us through the treacherous yet rewarding terrain of the stock market with their "Ten Laws of the Investing Jungle." Today, we delve into five of these critical laws, revealing the wisdom and the war stories behind each one. From the importance of focusing on the long game to the perils of thinking you're smarter than the pack, Luke and Krzysztof share candid tales of triumphs and missteps. They remind us that while the allure of rumors and quick wins can be tempting, building wealth on solid fundamentals is key to enduring success. Whether you're a seasoned investor or just starting out, this episode is packed with invaluable insights to help you chart your own course and construct a resilient portfolio.Blog post available at: https://www.stocksforbeginners.net/blog/wall-st-wildlifeThere’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017.
For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.
Blog post available at: https://www.stocksforbeginners.net/blog/todd-wenning-flyover-stocks
There’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In the second episode of this two-part series, we welcome back Rune Østgård, a lawyer with a deep passion for monetary history and the author of "Fraudcoin: A Thousand Years with Inflation as a Policy" for a deeper dive into the nefarious world of monetary policy and inflation. Rune's explains the historical and ongoing manipulation of money supply by governments and central banks and sheds light on the often-overlooked roots of economic inequality. We explore the stark reality of how inflation has been weaponized throughout history, from Lenin and Stalin's Soviet Union to the deceptive stability of the gold standard. We unravel the intricate web of policies that not only create economic problems but also mask their true origins, leaving citizens to bear the brunt of these manipulations.
Blog post available at: https://www.stocksforbeginners.net/blog/rune-ostgard-fraudcoin-02
There’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode I'm joined by Rune Østgård, a lawyer with a deep passion for monetary history and the author of "Fraudcoin: A Thousand Years with Inflation as a Policy" as we delve into the historical roots of inflation and its persistent role in shaping economic policies.
Rune takes us on a fascinating journey from the Viking era to the present day, revealing how inflation has been used as a tool to transfer wealth from the masses to the ruling elite. We explore the story of King Harald Hardrada of Norway, who nearly a millennium ago, began the practice of currency debasement, setting the stage for inflation as a deliberate policy.
Blog post available at: https://www.stocksforbeginners.net/blog/rune-ostgard-fraudcoin-01
There’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we peel back the layers of the stock market to uncover the secrets of successful investing in 2024. Join us as we sit down with Simon Erickson, the visionary founder and CEO of 7investing, He's built a reputation for spotting disruptive innovations and developing trends ahead of the curve.
We discuss the curious case of the inverted yield curve, the potential for a stock picker's market in the Goldilocks economy of 2024, and the critical role of conviction in investment decisions. Simon shares his unique insights on why news coverage doesn't always translate to stellar returns and how to identify companies poised for outstanding growth.
Blog post available at: https://www.stocksforbeginners.net/blog/simon-erickson-seven-investing
There’s a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Are you maximizing the value of your shareholder voting rights? It's a question many investors overlook, but it could be the key to unlocking additional income from your investments.
Preston Yadegar is the founder and CEO of Shareholder Vote Exchange, the world's first marketplace for shareholder voting rights. Preston has previously worked at several investment advisors and hedge funds in trading and software engineering roles. He graduated from Boston University with a bachelor's degree in computer science and philosophy in 2020.
We discuss proxy votes—what they are, how they work, and why they're often neglected by retail investors. Preston explains that while most shareholders have the right to vote, the majority don't exercise it, leading to what he terms 'rational shareholder apathy.' But should investors simply disregard these votes? Preston argues that there's value in these rights, and that selling them could benefit both the shareholder and the company.
Blog post available at: https://www.stocksforbeginners.net/blog/preston-yadegar-shareholder-vote-exchange
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stockss for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Join us as we dive into a candid conversation with Kyle Hedman, the voice behind the rebranded Band of Traders podcast, formerly known as Two Bulls in a China Shop. In this unscripted episode, we peel back the curtain on the emotional rollercoaster of trading, the importance of risk management, and the psychological battles that traders face.
As the calendar flips to 2024, Kyle shares his journey from exploring stocks to delving into the world of futures. He discusses the value of paper trading, the impact of trading psychology, and the evolution of his own trading process. We also touch on the challenges of maintaining realistic expectations in the trading universe, where the lure of quick riches often overshadows the gritty reality of the markets.
But it's not all charts and trades – our conversation meanders through the streets of Peoria, the festive traditions down under, and even the potential of nuclear power with a nod to Miss America, Grace Stanke. We reflect on the state of the world, the sense of community in trading circles, and the importance of honesty in an industry rife with overpromises.
Blog post available at: https://www.stocksforbeginners.net/blog/kyle-hedman-band-of-traders
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stockss for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
I hope you’re enjoying your holiday break. The next couple of weeks will be repeats while I recharge for the investing year in 2024. This episode from last year is a great overview on dividend investing. I hope 2024 shines brightly on your portfolio.
Mark LaMonica CFA, is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. He still recalls the excitement of receiving his first dividend from Nike as a teen. Mark became interested in income investing during the chaotic dot-com crash emphasizing the importance of looking at a company as a real business, rather than a ticker code. Mark believes in the importance of financial independence and how dividends can be used to generate income without touching principal. We also explore the importance of balancing dividend growth and current yield in an income investing strategy.
Blog post available at: https://www.stocksforbeginners.net/blog/lamonica-aug2023
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stockss for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
My guest in this episode is Shawn O'Malley from the We Study Markets Newsletter. Shawn has a new course called Invest Like The Legends. How To Get Started in Stock Market Investing. Shawn is a seasoned investor and educator who explores the intricacies of stock market investing. He shares his wisdom on avoiding common pitfalls, understanding the true value of a company, and the importance of an investment philosophy. The course is packed with actionable advice for both novice and veteran investors, offering a unique perspective on how to approach the stock market with confidence and clarity.
Invest Like The Legends. How To Get Started in Stock Market Investing course is distilled from the wisdom of investing legends like Ray Dalio, Howard Marks, Joel Greenblatt, Jeremy Grantham, and many more who have been guests on the We Study Billionaires podcast.
This course is a must have before you place a single dollar into the stock market.
Use the promo code STOCKS15for a 15% discount on the full price. https://theinvestorspodcast.podia.com/how-to-get-started-with-stocks/oq23p
Blog post available at: https://www.stocksforbeginners.net/blog/invest-like-the-legends
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
David Maurice Sharp and Franklin Silva are the creative minds behind A Bell for Maury's Bicycle, a unique children's book aimed at inspiring young minds in setting and achieving financial goals. Introducing children to financial literacy at an early age can start them on a path that will serve them well throughout their lives. A Bell for Maury’s Bicycle is an age-appropriate and fun introduction to some basic financial concepts for young readers and soon-to-be-readers.
Blog post available at: https://www.stocksforbeginners.net/blog/maurys-bicycle
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode I'm joined by special guest, Laks Ganapathi, founder and CEO of Unicus Research. In this candid conversation, we delve into the often-misunderstood world of short selling and its impact on the stock market. We also look at some recent investing themes like ESG and craft beer to see where hype and optimism has led to poor investment returns.
Laks sheds light on the misconceptions surrounding short sellers. She acknowledges that some short sellers may contribute to a negative image by pumping stocks for profit, but she emphasizes that this isn't representative of all short sellers. The conversation touches on the ethical concerns of short selling and the need for transparency in financial markets.
The discussion turned to this article ESG – A Good Deed With An Incentive To Scam | IFC Re... (ifcreview.com) As Milton Friedman says: "The Social Responsibility of Business Is to Increase Its Profits."
Worth checking out Unicus' weekly Monday morning reality check. A complimentary newsfeed to the investor community: Unicus Research
Blog post available at: https://www.stocksforbeginners.net/blog/laks-ganapathi-unicus-research
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
How can you earn predictable returns and cash payouts from dividends? I’m pleased to welcome back to the podcast Lawrence Carrel the man who has written the book "Investing in Dividends for Dummies". Lawrence Carrel is a regular contibutor to the Wall Street Journal and Forbes, He offers invaluable insights into the intricacies of dividend investing. We kick off with an easy-to-understand breakdown of what a dividend is, how it functions, and the frequency of dividend payment. Ever heard of the dividend yield metric? Lawrence illuminates us on its significance in evaluating a company’s worth and cautions us on the possible implications of a high yield.
Blog post available at: https://www.stocksforbeginners.net/blog/dividends-for-dummies-lawrence-carrel
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
How do you construct a portfolio like you’d choose a sports team? And why is it that something everyone hates can still go up in value? Joining me today in the search for meaningful market fulfilment is Will Nutting. Will is the Founder and CEO of Nutstuff, a no-nonsense, 3X a week newsletter that helps readers sift through the noise and identify investment opportunities. It offers in-depth research and data on global events and how they influence financial markets.
Here's a link to Nutstuff: https://www.nutstuff.co.uk/
Blog post available at:https://www.stocksforbeginners.net/blog/will-nutting-nutstuff
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Tim Calise is a business mentor, podcast host, serial entrepreneur, husband, father and avid Formula One fan. He shares his journey of investing and his experience of raising over $325 million before the age of 25. Tim talks about his early fascination with numbers, money and investing, and how his entrepreneurial spirit helped to grow a hedge fund in the early 2000s (pre-GFC). He explains the decision to liquidate the fund in 2007 due to the uncertainty of the mortgage defaults and the importance of listening to the market. We discuss the merits of long-term investing vs short-term trading, and the advantages individual investors have over professional money managers.
https://www.linkedin.com/in/tcalise/
https://timcalise.com/
https://www.youtube.com/@timcalise
https://www.instagram.com/tim.calise/
https://www.facebook.com/tkcalise
Blog post available at: https://www.stocksforbeginners.net/blog/tim-calise
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Join Gary and me as we dissect the current state of the US Stock Market. Dominated by the 'Magnificent Seven' tech companies, the S&P 500 has wiped out all its gains for 2023. We explore the consequences of increasing government spending, skyrocketing debt, and the alarming state of market breadth. Tune in as we discuss how this shift from insane to ludicrous spending levels impacts economic growth and the importance of investing in real infrastructure for long-term economic prosperity.
Blog post available at: https://www.stocksforbeginners.net/blog/gary-brode-dki
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Have you ever considered the difference between small cap and large cap stocks? Small cap stocks are catching the attention of investors for a very good reason. Steven Cress, the head of quantitative strategies at Seeking Alpha, joined me on the podcast to shed some light on the smaller end of the market.
"One of the reasons why I find some of the small caps interesting is actually they have traded off so significantly compared to the large cap counterpart."
Seeking Alpha are generously offering a 50% discount to listeners of this podcast, making it $189 for the first year instead of the regular $239 price. Try the premium plan for free for seven days. Thank you very much Seeking Alpha and Steve. Find out more about Seeking Alpha in this review.
Link to blog post:https://www.stocksforbeginners.net/blog/cress-seeking-alpha
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
THIS IS A REPEAT EPISODE FROM FEBRUARY - ENJOYING A SHORT BREAK AND BACK WITH A BRAND NEW EPISODE NEXT WEEK.
What do exercise, the great outdoors and a healthy lifestyle have to with successful investing? Does the military prepare you for more than just battle? Joining me in this episode is Erik Smolinski from esInvests. Erik is a Marine veteran and self-made millionaire investor. He’s spent over 30,000+ hours honing his craft and outpacing the market for the last 14 years (22.8% CAGR). Erik maintains that there are many well-documented biases in traders and investors. They are covered in the following white paper. One of the things it talks about is how we like to cut winning trades short and we let losing trades run. It's because of ego. We like winning trades, we like being correct. That's why as soon as we have something that's in profit, we want to take it. It's a huge win for the ego.
Erik's Linktree: https://linktr.ee/esInvests
Link to blog post: https://www.stocksforbeginners.net/blog/esinvests
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What does Austria have to do with economics and why should investors be keeping an eye on the macroeconomic weather radar? I'm joined today by Michael Shedlock from Mishtalk to look at the tidal forces of the Financial System and how they can affect our investments. Michael or Mish Shedlock is a highly acclaimed macro economic writer who typically posts several articles a day on his Mishtalk website, he talks about interest rates, central bank policy, gold and precious metals, jobs, and economic reports typically from an Austrian economic perspective.
Blog post available at: https://www.stocksforbeginners.net/blog/michael-shedlock-mish-talk
Deep KnowIedge Investing empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
When too much Shawn is never enough. Here's part 2 of our chat. The highlight for me in this episode is the trap of vanity investing. It's when people talk about their investments as a way of showing how sophisticated they are. It's about bragging rights and commanding authority over the mere mortals who only want to invest in the boring old S&P500. Shawn likens it to the bores who only want to talk about their own importance in the workplace. Those will real influence are likely to not show off.
We Study Markets is part of The Investor's Podcast Network, the home of the hugely popular We Study Billionaires podcast.
This is part 2 of a 2 part interview with Shawn. Here's a link to the previous episode: https://www.stocksforbeginners.net/blog/shawn-omalley-we-study-markets
Blog post available at: https://www.stocksforbeginners.net/blog/we-study-markets-shawn-omalley
DKI empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Casey Stubbs is best known for helping people to earn income from actively trading the market. But he's also a believer in putting wealth into longer term investments that will grow steadily over the long-term. According to Casey, long-term investing is a game-changer because it allows investments to grow and compound over time. He emphasizes that anyone, regardless of their initial capital, can begin investing. The key is consistency. By adhering to an investment strategy and continuously learning, individuals can steadily increase their wealth. Long-term investing isn't a quick path to riches; rather, it's a reliable approach to achieving financial stability and security.
Blog post available at: https://www.stocksforbeginners.net/blog/casey-stubbs-trading-strategy
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What’s wrong with helping rich folk get richer? It just didn't make Shawn O'Malley feel good about himself. After a brief Wall Street adjacent career, Shawn made a terrible YouTube video, and ended up as the chief editor and creator of the popular We Study Markets newsletter, He now educates and informs readers in bite size chunks on a daily basis.
We Study Markets is part of The Investor's Podcast Network, the home of the hugely popular We Study Billionaires podcast.
This is part 1 of a 2 part interview with Shawn. The next episode will be coming soon.
Blog post available at: https://www.stocksforbeginners.net/blog/shawn-omalley-we-study-markets
DKI empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
My guest in this episode is Christopher A. Panagiotu the author ofCAPitalize Your Finances: The How-To Financial Framework That Takes You from Compoundingly Clueless to Monetarily Magnificent. It was recorded on the day of Warren Buffett's 93rd birthday and Chris shared some of his thoughts on the Oracle of Omaha.
Warren Buffett said something like this: "I became a better investor because I run a business, and I run a better business because I'm a good investor." Ever since Chris started his own company, Capitalize Your Finances, he learned a lot about the financial statements of businesses. His bookkeeper helps him to keep track of every detail on his balance sheet, profit and loss, and cash flow statement. He wants to know everything about his numbers.
Blog post available at: https://www.stocksforbeginners.net/blog/chris-panagiotu
Phil's Linktree: https://linktr.ee/phil_muscatello
DKI empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
When and why did the CIA create a venture capital fund? How did a failed stockbroker become a literary giant? Fred Fuld III from the Wall Street News Network joined me to discuss Financial History, Investment Trivia and Antique Stock Certificates.
Fred Fuld III is a former financial services executive, stockbroker, and market maker on the options floor of the Pacific Stock Exchange. He was Vice president of a San Francisco based investment management firm and worked as an adjunct professor for the College of Business at California State University East Bay. He is the publisher of the Wall Street News Network website. He’s written several investment related books including Stock Market Trivia and Investment Trivia, as well as three mystery novels.
Fred is an interesting guy. Here's some links to find out more about him and his work:
Amazon author profile
Investment Research Institute - in case you have an antique stock certificate lying around
Wall Street News Network
Blog post available at: https://www.stocksforbeginners.net/blog/wall-st-news-network
DKI empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Are governments really spending money with the best interests of their own citizens at heart? Join Gary Brode from Deep Knowledge Investing in a thought-provoking conversation about the strange world of sovereign debt and how it links to the value of your money. Gary explains how government spending often doesn't add value to citizens' lives and contributes to the rising costs of everyday items. Did the recent downgrade of US treasury leave you baffled? Gary dissects the facts behind this dramatic event, the function of rating agencies and the potential of a US default. Despite the downgrade, why is the US government still a safe haven for investment? Dive deeper into the potential repercussions of the US treasury downgrade on the future of the economy. How useful are Wall Street's research reports? We shed light on the murky waters of sell-side research and insider trading. Learn how to decipher reliable information from marketing gimmicks and understand the legal way to acquire investment insights.
Blog post available at: https://www.stocksforbeginners.net/blog/dki082023
Phil's Linktree: https://linktr.ee/phil_muscatello
DKI empowers you to earn higher returns in the equity portion of your portfolio. Providing conflict-free, well-researched stock ideas, and timely market commentary - Deep Knowledge without a hidden agenda. Use the coupon code stocksforbeginners50 to receive fifty percent off of an individual monthly or six-month subscription!
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Mark LaMonica CFA, is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. He still recalls the excitement of receiving his first dividend from Nike as a teen. Mark became interested in income investing during the chaotic dot-com crash emphasizing the importance of looking at a company as a real business, rather than a ticker code. Mark believes in the importance of financial independence and how dividends can be used to generate income without touching principal. We also explore the importance of balancing dividend growth and current yield in an income investing strategy.
Blog post available at: https://www.stocksforbeginners.net/blog/lamonica-aug2023
Phil's Linktree: https://linktr.ee/phil_muscatello
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In this episode Phil and Karl Kaufman discuss the importance of free cash flow as a key metric for investors. Karl explains that free cash flow is the amount of cash left over after a company pays its expenses and capital expenditures. Unlike earnings, which can be manipulated, free cash flow provides a more accurate representation of a company's financial health.
They emphasize that investing in stocks is not gambling, as investors are buying a piece of a real business with a long-term goal of getting a good return on their investment. They highlight companies like Apple and Broadcom, which have impressive free cash flow growth, and discuss the significance of free cash flow margin as a metric to understand how efficiently a company generates cash.
Karl also shares insights on stock buybacks, dividends, and the emotional aspect of investing.
More Karl at this link: American Dream Investing: Expert Stock Picks, Texted To You
https://www.stocksforbeginners.net/blog/adiaug2023
Phil's Linktree: https://linktr.ee/phil_muscatello
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.
We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a well-understood investment thesis while allocating only 2% of a portfolio to each new position.
Check out Luke's full tweet that this episode was based on at: https://twitter.com/7LukeHallard/status/1676523807639576577?s=20
Blog post available at: https://www.stocksforbeginners.net/blog/hallardjuly2023
Phil's Linktree: https://linktr.ee/phil_muscatello
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Doug Morris is the CEO of Sharesight, a portfolio tracking tool that began as a father-son project in New Zealand. It has grown into a global enterprise with a team of 50. Doug shares the origins of Sharesight and provides insights into the most popular US trades, highlighting the tech companies' dominance. He also shares a fascinating statistic: the top 10 companies make up a third of the S&P 500's market cap, but account for 96% of the return.
We explore the importance of benchmarking and how it can help you understand how your money is working for you. Doug explains how Sharesightshows annualized returns net of fees, offering an apples-to-apples comparison to your chosed benchmark. Users can monitor and customize the asset class breakdown of their investments, while automatically tracking dividends and portfolio performance.
https://www.stocksforbeginners.net/blog/dougmorrisjuly23
Phil's Linktree: https://linktr.ee/phil_muscatello
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
In Pursuit of Technology Gems: Unearthing Investments of the Future. Anirban Mahanti is a lead advisor for 7investing. Before 7Investing, Anirban spent 5-plus years at The Motley Fool in various roles, including as the Director of Research and the founding lead advisor of the stock-picking newsletter Extreme Opportunities.
Phil's Linktree: https://linktr.ee/phil_muscatello
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract. There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says:
"Don't be discouraged by all the negative arguments I'm putting forth. I don't believe you need to become a champion to become a really good investor. Market returns are fantastic returns as long as you achieve them. Don't try and shoot for the stars cuz you're probably full flat on your face. But if you accept that you're gonna be delivered market returns and you are patient, then market returns can be spectacular returns given the power of compounding."
Blog post available at: https://www.stocksforbeginners.net/blog/ulysses
Phil's Linktree: https://linktr.ee/phil_muscatello
There’s a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.
7investing are pleased to offer listeners of this podcast a free trial for a week and 33% of the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breath the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Raji Khabbaz is the founder of Learn Wall Street, a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Learn Wall Street is offering a finance and investing after-school educational program for students in 7th through 12th grade. A strong introduction to the principles of business and investing will have a profoundly positive impact on long-term financial well-being. The development of critical thinking and decision-making skills greatly improves cognitive development.
Transcript and more at the blog post:
https://www.stocksforbeginners.net/blog/learnwallst
Find out more about Learn Wall Street at this link: https://learnwallstreet.org/
Phil's Linktree: https://linktr.ee/phil_muscatello
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
This episode is a little departure from normal transmission. I was inexplicably invited back to the 2 Bulls in a china shop microphone. I love these guys, they have some great guests apart from me! This is one of their after-dark episodes where we eventually talk about investing.
Kyle Hedman is a self-employed trader, and co-host of the 2 Bulls in a China Shop podcast. His trading strategies include futures, swing and options trades, with a focus on chart analysis. He began his journey to becoming a full-time trader with an investment mindset and the goal of early retirement from his career. I hope you find it a bit of fun.
Financial Ineptitude - Home of 2 Bulls in a China Shop: A Stock Market Podcast
Phil's Linktree: https://linktr.ee/phil_muscatello
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Simon Erickson is the founder and CEO of 7investing. We talk about the current macroeconomic environment, home-court bias, LLMs (Large Language Models), and stock stories from MercadoLibre, Rocket Lab, and Wolfspeed.
Phil's Linktree: https://linktr.ee/phil_muscatello
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What is the energy sector? How have tensions with Russia impacted global energy markets, and how can Europe's energy security be strengthened amidst conflict, uncertainty and the renewable energy revolution. My guest in this episode is James Hill, CEO of MCF Energy. With over four decades of experience in the industry, James Hill provides valuable insights into the current state of the sector and the transition toward renewable resources.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/mcfenergy
Phil's Linktree: https://linktr.ee/phil_muscatello
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Dr. Richard Smith is the founder and CEO of RiskSmith. He's a renowned mathematician and expert in risk analytics who's helped government agencies and Fortune 500 companies manage complex sets of data. He's the author of the Risk Rituals Newsletter where he aims to educate investors on how to manage their fear of risk. Richard has been experimenting with ChatGPT to analyze and construct portfolios. What do ChatGPT, LLM, and AGI mean, and what are the current misconceptions and realities of artificial intelligence?
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/risksmithchatgpt
Phil's Linktree: https://linktr.ee/phil_muscatello
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame: In this interview Gary explains "duration risk". Duration risk refers to the sensitivity of a bond's price to changes in interest rates. In simple terms, duration risk is the risk that the value of a bond will decrease as interest rates rise. For a bank, this risk is significant, as bonds make up a significant portion of their portfolio. If a bank doesn't manage duration risk correctly, it can result in significant losses, as was the case with Silicon Valley Bankcorp. Gary notes that understanding duration risk is a fundamental concept in finance, and anyone in a finance-related role should know this. The Federal Reserve even contacted Silicon Valley Bankcorp last year, expressing their concern about the bank's bond portfolio. However, the bank ignored the warning, and the result was catastrophic.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/dki042023
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What's a financial advisor and how can they help us? What can a ballroom dancer teach us about financial freedom? Chris Miles is the CEO and founder of Money Ripples. He's a cash flow expert and anti-financial advisor, and he's a leading authority teaching entrepreneurs and professionals how to get their money working for them today.
Here's some more information about Chris' CASHFLOW SECRETS COURSE:
THANK YOU SO MUCH FOR CHECKING OUT THE “CASHFLOW SECRETS” COURSE. IF YOU ARE LOOKING TO UNLOCK MONEY IN YOUR OWN SITUATION WITHOUT HAVING TO CREATE A NEW JOB, BUSINESS, OR SIDE HUSTLE – THIS COURSE IS FOR YOU!
You hear the word financial freedom and you think, “that’s cool, maybe I’ll get there one day…” STOP with the maybe and start paying attention to make this your NOW!
Education is the first step in any journey, but it is especially important in the finance world. So Many people have their ideas of what is the “best way” to get rich and live easy, but over half of those strategies depend on timing and luck or are simply flat-out lies.
Isn’t it time you stop working so darn hard for every nickel you earn only to see it fly out the window to your expenses?
CLICK HERE TO FIND OUT MORE: Cashflow Secrets - Money Ripples
The way to start working right is to understand what that means. This course will help you discover what is truly the “right” action to start building your wealth and making your way toward financial freedom.
There are no extremes! You will NEVER be told to stop living a normal life and eating potatoes and rice to become wealthy. That diet will only make you fat, unhealthy, and depressed and most likely cause you to hate money. Money Ripples will show you the right way to track money and save where you need to without sacrificing your life and happiness. We are focused on increasing the money you have at the end of the month in your bank account. That is step one in the financial freedom journey.
CLICK HERE TO FIND OUT MORE: Cashflow Secrets - Money Ripples
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/ripples
Phil's Linktree: https://linktr.ee/phil_muscatello
The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
If you don't know who the sucker is at the poker table it's you. I was joined in this conversation by Wall Street Journal reporter Spencer Jakab. His latest book is “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” The frenzy in meme stocks in 2021 was perceived as a Robin Hood style raid on Wall Street. Reddit forums filled with young men holding "diamond hands" taking down the financial industry. The truth was far more nuanced. We also took a detour to look at insider trading by members of Congress.
Spencer Jakab writes for and edits the Heard on the Street Column at The Wall Street Journal. He was Deputy Editor between 2015 and 2019 and wrote the Journal’s daily investing column, Ahead of the Tape, for four years before that. Spencer spent four years at Britain’s Financial Times writing the “Lex” and “On Wall Street” columns and got his start in financial journalism at Dow Jones Newswires where he was part of a SABEW-winning team covering energy markets. Spencer is the author of two books on the plight of individual investors, both published by the Portfolio imprint of Penguin Random House. “Heads I Win, Tails I Win: Why Smart Investors Fail and How To Tilt the Odds in Your Favor” (2016) and “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” His first career was in finance where he spent years as a top-rated emerging market stock analyst. He lives in New Jersey with his wife and three sons.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/jakab
Here's a link to the book: The Revolution That Wasn't: Gamestop, Reddit, and the Fleecing of Small Investors by Spencer Jakab (goodreads.com)
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals.
David Garofalo
- Globally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty
- 30+ years of experience in sustainable mining businesses
- Led the largest merger in gold mining history at $32,000,000,000
- Named Mining Person of the Year by The Northern Miner in 2012
- Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/goldroyalty
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Remember Gen X? How did this generation fall between the cracks of the boomers and the millennials and how can women take control of their money and become entrepreneurial? Joining me to chat is Bitcoiner, financial educator and podcaster Daphne Jones. We spoke about diviedend investing, REITs, and life insurance for protecting your family and helping to plan your retirement.
Financial independence is a hot topic these days, and there are many different paths to take to get there. Daphne Jones, Bitcoiner, Financial Educator, and podcaster is helping GenX women design their version of Financial independence. She believes that through investing and entrepreneurship, GenX women can grow their wealth.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/tsmc
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
You may remember David from episode number 114 where David joined me to talk about his investment workshops at HB Studio, an acting conservatory in New York City, where he teaches performers about their finances. Diane Ciesler is one of his best students. David has christened Diane, "The Mogul". She began her career in her hometown of Chicago working at the Goodman Illinois Theater Center, Marriott Theater and Pheasant Run. She's appeared in films including Five Flights Up with Morgan Freeman and Diane Keaton, the Cookbook and Homebody and on TV in Law and Order the Path and Lipstick Jungle.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/daviddiane
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
How can investors suspend their emotions and reactions while riding the waves of a volatile stock market. In this episode I'm joined by successful Trader, Entrepreneur, and Author, Anmol Singh.
At just 22 years old, Anmol worked tirelessly to move to America on his own. He eventually saved enough money by teaching himself to trade in his dorm room at Brunel University London. Amol always aspired to be something great and through trading learned the life-changing powers of emotional control, self-trust, and personal integrity. Successful traders are used to having a checklist, they're used to following a process, unemotionally. And doing it every single time.
Anmole talks about figuring Out “Why” Before Stepping Into The Trading Arena:
- Why Knowing Your Reason For Investing Is Key To Success.
- Deciding What’s Right For You: Are You A Short Term Or Long Term Trader?
- Getting Off The Emotional Rollercoaster:
- How To Watch The Stock Market Change Without Letting Your Emotions Get The Best Of You
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/livetraders
Here's a link to Harbor Capital: https://livetraders.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
ETFs are growing much more rapidly than mutual funds. In a sense they are a new and disruptive technology. Like the move from DVDs to streaming. ETFs can be bought and sold any time the market is open and they are fully transparent. You can see the holdings in real time. Mutual funds typically release their holdings on a 30 day lag to investors. Charlie McCain is my guest in this episode. He offers some great insights into how ETFs are constructed and how invesors can use them in their portfolios. Charlie is the chief executive officer of Harbor Capital Advisors
For over 35 years, Harbor has served as a gateway for clients to access talented, institutional caliber asset managers through active, cost-aware investments.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/harbor
Here's a link to Harbor Capital: https://www.harborcapital.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:
- The history of Sharesight and how it works
- Old School open-cry markets trading commodities in Chicago
- His previous career at Morningstar and an insight into analysis
- Benchmarking your portfolio against a broader market index
- The tax treatment of ETFS and those gnarly statements
- Reducing costs
- Annualised performance and how this can help your investing
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/dougmorris
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
Gary Brode is a Hedge fund manager turned to the good side. He writes and tweets about stocks, markets, and share investment tips that can benefit anyone. In this episode we talked about the Deep Knowlege Investing (DKI) February 2023 Newsletter which you can download here. We chatted about:
- Making money even when you're wrong
- Investing Lessons from Argentina and Inflation
- DKI’s Thesis on the Market
- And explaining the concept of "alpha"
And it wouldn't be a chat with Gary be without a bit of Fed bashing.
Link to blog post: https://www.stocksforbeginners.net/blog/dki022023
Phil's Linktree: https://linktr.ee/phil_muscatello
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
What do exercise, the great outdoors and a healthy lifestyle have to with successful investing? Does the military prepare you for more than just battle? Joining me in this episode is Erik Smolinski from esInvests. Erik is a Marine veteran and self-made millionaire investor. He’s spent over 30,000+ hours honing his craft and outpacing the market for the last 14 years (22.8% CAGR). Erik maintains that there are many well-documented biases in traders and investors. They are covered in the following white paper. One of the things it talks about is how we like to cut winning trades short and we let losing trades run. It's because of ego. We like winning trades, we like being correct. That's why as soon as we have something that's in profit, we want to take it. It's a huge win for the ego.
Erik's Linktree: https://linktr.ee/esInvests
Link to blog post: https://www.stocksforbeginners.net/blog/esinvests
Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.
Hosted on Acast. See acast.com/privacy for more information.
It's one of the oldest questions in investing. Pay off the mortgage first or put your money to work investing. In a rising interest rate environment, it's becoming harder to do one or the other, let alone both. In this episode, I'm joined by Adam Carroll to talk about shredding that mortgage. Adam Carroll paid off his home in record time saving over $180,000 in interest in the process, he's sharing his strategy with the world to help people become mortgage free. He's published four books, produced an award-winning documentary on student loan debt, and has a TED Talk with over 5 million views.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/shred
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking volatility, conviction, and Mr. Market. Value investing is a philosophy learned from well-known investors like Warren Buffett and Benjamin Graham. There is a standard set of principles in value investing. These principles, such as "volatility is not a risk" and "conviction is key," are useful when applied correctly. However, there are always nuances and compromises in these principles that arise in practice. In this context, Daye & Balkar examined the five most common value investing principles and offer a practical perspective based on their own experiences.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/valuepunks
Here are links to the substacks mentioned in the interview:
-
https://valuepunks.substack.com/p/memo-value-punks-on-value-investing
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https://valuepunks.substack.com/p/international-investing
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Inflation, recession, high interest rates, mortgage stress, war and cost-of-living pressures, just some of the cheery headlines that we can look forward to in 2023. Or is the future looking more benign? This is the first fresh episode of the year and my guest is Dave Sekera chief U.S. market strategist for Morningstar. Dave is the author of Morningstar’s Stock Market Outlook for 2023 which is the basis for this interview. Following are the key points covered:
- Stocks are trading at a deep discount to our fair value estimate.
- Volatility will remain high over the first half of 2023, but market should begin sustained recovery in second half.
- Headwinds identified at beginning of 2022 are forecast to turn into tailwinds in second half of 2023.
- High-quality companies with wide economic moats especially attractive.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/sekera
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
This episode is a repeat from last year as I take a little bit of a break to regroup so I can spearhead the charge into the new year.
A federal ban on sports betting was removed in 2018, and there’s been a sprint to market, with states eager to get in on the gaming business and a steady trickle of new states opening their doors to gambling operators such as Caesars and MGM. Some 112 million Americans can now legally wager on sports using their phones.US sports leagues now embrace sports wagering as a way to connect with fans, especially young ones. New business partnerships are announced weekly, and teams and leagues are exploring ways to tailor game-day experiences for bettors.Jeffrey G. Kamys is iBET Sports Betting & Gaming ETF $IBET Chief Investment Strategist & Portfolio Manager. This ETF provides exposure the sector by investing in companies and technology suppliers in this industry.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/ibet
Here's a link to Jeffrey's Inherent Wealth Fund: https://www.inherentwealthfund.com/
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Hosted on Acast. See acast.com/privacy for more information.
This episode is a repeat from last year as I take a little bit of a break to regroup so I can spearhead the charge into the new year. I thought it was interesting in light of the latest news about ChatGPT and how AI has suddenly become the talk of the day.
Tony is a combat paralyzed veteran who served in The Marines from 2008 through 2012. He continues to use the leadership skills gained from the Marine’s as an advocate for active members and in the veteran support community. He has spent several years trading and studying the markets, Like most retail traders he has faced many highs and many lows. He wanted a way to make informed and actionable decisions, quickly and easily. Dialect’s mission is to make data navigation accessible and possible for investors who have historically been overlooked and underserved. And to bridge the gap between humans and artificial intelligence.
Here's a link to the blog post https://www.sharesforbeginners.com/blog/dialect
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Hosted on Acast. See acast.com/privacy for more information.
Computer networking, data science, and machine learning are at the heart of enterprise software. Anirban Mahanti has serious form in the technology space. Just check out his bio below. This is a far-reaching discussion on technology and looking for opportunities from innovation.
Here's a link to the blog post https://www.sharesforbeginners.com/blog/mahanti
And here's a link to Anirban's articles and videos on 7Investing: https://7investing.com/advisor/anirban-mahanti/
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Do you ever dream about those golden years, about that time when you won’t have to work for the man, exchanging your labour for pay? But how can you make sure that you have enough money to realize that dream? Bill is the founder and CEO of Keen Wealth Advisors and the host of the long-running Keen on Retirement podcast, and he has a passion for teaching others how to become financially smart and secure.
Bill Keen is back with a second edition of his bestselling Keen on Retirement,updated with a wealth of new information learned from the COVID correction, to help anyone planning for retirement engineer their best “second half” of their life—calmly and confidently.
If you would like a copy of Bill's book, send an email to Bill and he will be more than happy to send you a copy.
Find out more at the episode blog post: https://www.stocksforbeginners.net/blog/keen
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
If you’ve been listening to this show for a while you will notice that I try and give equal time to both sides of the sectarian divide, fundamental and technical analysis. Team fundamental look for the future price of companies based on their financials and Team technical look at price history. Dan Passarelli is on the technical side of the story. Dan Passarelli is a trader, author, a former member of the Chicago Board Options Exchange, a frequent contributor to financial media, a marathon runner, musician, and President at Market Taker Mentoring.
Follow this link for a free copy of Dan's book, Credit Spreads Explained.
Find out more at the episode blog post: https://www.stocksforbeginners.net/blog/markettaker
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Researching individual stocks can take a lot of time. In one particular case there were 8,599 news articles since January 1 this year that would have taken 860 hours to read. Add to that some historical data and you would have needed 1.32 years of reading to catch up and see the subtle shift in the way that Netflix was spoken before it's stock price dropped. How much information do you need and how can you put it at your fingertips?
Tyler Tucci is the head of research at SynerAI which runs Foliko an AI-powered platform for retail investors. Foliko's health factor framework evaluates each company as an investment opportunity across six dimensions to pinpoint the specific drivers of a company's growth or decline. Investment decisions have the clarity of a personal advisor with the data support of a team of analysts. Find out more at the episode blog post:. https://www.stocksforbeginners.net/blog/tucci02
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
I can't believe it's been over a year since I've had Gary on the podcast. It's been great to catch up with him and to keep following his thoughts on his twitter feed. He always takes a clear position, explaining his reasoning and taking the risk of being wrong. In this episode we spoke about the outcome of the mid-term elections, US energy policy, inflation, and what a sovereign debt default looks like.
Blog post available at: https://www.stocksforbeginners.net/blog/brode02
Find out more about DKI at Deep Knowledge Investing | Expert Research for Equity Portfolio Positions that's where you can also sign up for his free email newsletter.
Gary can also be found on Twitter at Gary Brode (@Gary_Brode) / Twitter
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Stephen Clapham is the founder of Behind the Balance Sheet. He’s had a 25-year career as an investment analyst. He now offers training to professional investment analysts, portfolio managers and private investors. In this Quick Tip He talks about how the finance industry bewilders ordinary investors with jargon that is not really that hard to understand. He talks about Fees, Discounted Cash Flow and The Balance Sheet.
Find out more about Stephen's work here: https://behindthebalancesheet.com/
Here's a link to the full episode: https://shows.acast.com/stocks-for-beginners/episodes/stephenclapham-behindthebalancesheet
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Simon Ree is the author of The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition. But why does the world need another book on options trading? There are already hundreds of them out there. Simon thought that all of the ones that he'd read were boring. The sorts of book you'd only read if your boss was making you do it. He thinks that sometimes the authors like to show off how good they are at complex math and difficult concepts. He tried to write a book on options trading that was simple, engaging and fun to read.
Blog post available at: https://www.stocksforbeginners.net/blog/taooftrading
Special landing page for listeners of this podcast: https://www.taooftrading.com/sfb
Simon can also be found on Twitter at https://twitter.com/simon_ree
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
"Australia’s mining industry is a pillar of the Australian economy, with the country being one of the world’s largest exporters of coal, iron ore, bauxite, alumina, and many other resources. The gross value added by the mining industry was in the hundreds of billions of Australian dollars in the past decade alone. The real gross value added of the mining industry accounted for over 10 percent of the total gross value added in Australia, making it one of the largest economic industries in the country. Over 180 thousand people were employed in the Australian mining industry. Historically, several mining booms have increased investment in mining, leading to higher incomes from mining activities and more immigration to Australia." - Mining industry in Australia - statistics & facts | Statista
Blog post available at: https://www.stocksforbeginners.net/blog/mining
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Valuation Safety and timing. These are the 3 pillars of successful investing according to Todd Shaffer, Manager of Research at VectorVest. In this QuickTip he talks about price action, risk and searching for value
Here's the full episode: https://shows.acast.com/stocks-for-beginners/episodes/toddshaffer-vectorvest
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Premiering this Fall/Winter on PBS stations, Opportunity Knock$ will pair six geographically and demographically diverse families with one of three expert coaches to help them chart a path out of debt and into financial stability, providing digestible and sustainable tips and local/national resources viewers can utilize. The three Opportunity Coaches are TODAY Show financial expert Jean Chatzky, “America’s Money Maven” Patrice Washington and Certified Financial Planner and guest in this episode, Louis Barajas.
Louis Barajas is President of International Private Wealth Advisors and business manager for some of the most iconic Latin artists and executives in the entertainment and sports industry for the last two decades. Featured in Billboard, Variety and Money Magazines’ top business manager lists, he was also the first minority to serve on the National Board of the Financial Planning Association.
Blog post available at: https://www.stocksforbeginners.net/blog/barajas
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Codie Sanchez is a former mutual fund manager at Goldman Sachs and a consultant to Facebook, Apple, and Amazon. She earned her MBA from Georgetown University and received her Ph.D. from FGV in Brazil. She is an investor, speaker and business builder. She is a partner at Entourage Effect Capital, one of the first Growth Equity funds in the legalized cannabis space.
Here's the full episode: https://shows.acast.com/stocks-for-beginners/episodes/codiesanchez-commerce-capitalism-contrarianinvesting-cannabis
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Are capital markets more of a simulation than reality? How important is it to understand that we are being manipulated by the media, Wall Street and other players to have our attention distracted and be part of their business models not ours. Dr Richard Smith has built his work around understanding risk. He’s a Berkeley Mathematician and PhD in System Science – and the founder and CEO of RiskSmith, a risk analytics platform for independent investors, and the author of The Risk Rituals newsletter.
Blog post available at: https://www.stocksforbeginners.net/blog/risksmith
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
What is technical analysis and why do people use it to try to predict movements in the price of stocks? How does demand govern price action. In this Quick Tip, Roger Khoury from the Market Forecasting Academy talks about lagging indicators, how Wall Street really makes money and the manipulation of demand.
Roger is the Founder and CEO of Market Forecasting Academy. Throughout the years, he's noticed that traders/investors often place too much emphasis on the technology aspect when, in fact, all it does is facilitate the gathering and calculating of necessary data which saves a person time.
Here's a link to find out more about Roger: https://www.marketforecastingacademy.com/request-training/
Here's the full episode: https://www.stocksforbeginners.net/blog/khoury
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
What bearing do King Arthur, Merlin, Excalibur and the Knights of the Round Table have on investing? What information do you need to go into battle in the markets? What are your sources of investing data? How can you manage risk? Guido Petrelli was just 16 years old when he opened his first trading account. He realised that before executing any trades, he had to develop a diversified and balanced investment strategy in order to succeed. Many spreadsheets later he started thinking about something easier and quicker that anyone could use. That was the time when Merlin Investor was born.
Merlin Investor is an easy-to-use online tool for INVESTMENT RISK MANAGEMENT aimed to LIMIT POTENTIAL CATASTROPHIC LOSSES and BUILD LONG TERM STABLE RESULTS. The Merlin Investor Community is for YOUNG RETAIL INVESTORS who want to be the one and only master of their own financial future thanks to STRATEGIC INVESTMENT PLANNING.
Link to Merlin Investor: https://www.merlininvestor.com/
Blog post available at: https://www.stocksforbeginners.net/blog/merlin
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
In our most recent episode with Kristin Myers from The Balance, we referred to Caleb Silver from Investopedia. This Quick Tip is an excerpt from an interview with Caleb earlier this year that includes lots of great advice about starting out in the stock market
Link to the blog post:
https://www.stocksforbeginners.net/blog/investopedia
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Inflation is high all over the world, interest rates are up, and when that happens, recessions often follow. Are you prepared? My guest today has been writing about this and looking into the data. Kristin Myers is the editor-in-chief of The Balance. This interview was partly based on an article she wrote titled 44% of US Adults Are Not Financially Ready for Recession. Kristin Myers is a journalist, producer, and Editor-in-Chief of The Balance, a site that makes personal finance easy to understand. She was a daily host of Yahoo Finance Live, covering business, markets, and politics. Kristin also helped launch Al Jazeera America, where she was part of the field teams for special coverage including the riots in Ferguson, and Nelson Mandela's funeral. She’s also worked with Bloomberg News, MSNBC, and many others.
Kristin mentioned some social accounts that she follows. Here's the list should your wish to follow up:
Earn Your Leisure @EarnYourLeisure
Wall Street trapper @Wallstreet504
Downtown Josh Brown @Downtown @RitholtzWealth
MG The Mortgage Guy @mgmortgageguy
Your Rich BFF @Your_RichBFF
Douglas A. BOOneparth 👻 @dougboneparth
Link to The Balance: https://www.thebalancemoney.com/
Blog post available at: https://www.stocksforbeginners.net/blog/myers
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed? It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs. Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. In this Quick Tip he explains ETFs, asset allocation, and why cost matters when you invest.
Link to the blog post:
https://www.stocksforbeginners.net/blog/vanguard
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
We live in a world with an abundance of valuable information at our fingertips. But the downside is exhaustion from dizzying information overload and a 24-hour news cycle that makes it overwhelming to sift through and process. In fact, in early 2020, 66% of Americans reported being “worn out” by the amount of news.
In Thriving on Overload: The Five Powers for Success in a World of Exponential Information (McGraw Hill, 9/6/22), futurist and entrepreneur Ross Dawson contends that the capacity to thrive on limitless information is now the single most important capability for success, yielding not just powerful insight, world-leading expertise, and better decisions, but also improved wellbeing. Ross draws on the experiences of his world-class clients, which include Citibank, Coca-Cola, Google, KPMG, Microsoft, News Limited, Oracle, Procter & Gamble, PwC, and Walmart. He shows how to make information overload something to capitalize on instead of run from—and how this can improve your career (in any field), ventures, investments and life.
Blog post available at: https://www.stocksforbeginners.net/blog/dawson
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experience in Research and Data Analysis. In this Quick Tip he discusses some of the psychological tricks that we play on ourselves that sabotage our outcomes.
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
How can listening to music make you a better investor? What if there’s something more to life than investing, stocks and money? In this episode I’m joined by Vitaliy Katsenelson to talk investing, Stoic philosophy and the importance of story-telling.
Vitaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.”
He’s written for publications including Financial Times, Barron’s, Institutional Investor and Foreign Policy. His articles are also published on his website, ContrarianEdge, and in audio format on his Intellectual Investor Podcast.
Blog post available at: https://www.stocksforbeginners.net/blog/vitaliy
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Mike Tyson says that every boxer has a plan until they get punched in the face. And everyone is a long term investor until they get punched in the face. Enrique Abeyta is the editor of Empire Elite Trader, a weekly investment newsletter. In this Quick Tip he talks about sticking to a plan, how we wouldn’t learn to become a dentist to work on our family and friends, and how it’s your money man, take it seriously!
Full episode available at: https://www.sharesforbeginners.com/blog/enrique
Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what investors should watch out for.
Blog Post for this episode: https://www.stocksforbeginners.net/blog/morningstar
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
What is the season of life you’re in and how are you going to put your financial house in order? Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth. In this Quick Tip Robert explains how it’s not about searching for a big win in the stock market, but implementing long-term, incremental changes.
"What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate of return 10% a year, you are going to be solid by the time you're getting close to retirement, and, if you start this whole process when you're 20 years old 22 years old, you're going to be solid by the time you're 35. That's really the name of the game. It's not about what you invest in, it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."
Thanks for the wonderful conversation, Robert. Here are some links:
https://thecollegeinvestor.com/
https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa
https://www.youtube.com/c/thecollegeinvestor
Please consider a small donation to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
"The fear was that the New York Stock Exchange was next, because when you think about America and you think about developed nations and developed markets, the New York Stock Exchange is a symbol. If nothing else, it's a symbol of America. It's a symbol of freedom. It's a symbol of capitalism. It's a symbol of the free world. Because if somebody really wanted to make a statement, I mean, they made a statement, but had they flown a plane into the Exchange, they would have brought this country and really the global financial markets to a standstill."
THIS EPISODE CONTAINS GRAPHIC DESCRIPTIONS OF THE EVENTS OF 9/11 THAT SOME LISTENERS MAY FIND DISTRESSING
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation
Where does your order go each time you hit buy or sell in your brokerage account? What’s a market maker and how many hands are in the pockets of investors on the way through? Dan Raju from Tradier joined me to explain the nuts and bolts and picks and shovels of trading.
Dan Raju is the Chief Executive Officer of Tradier. Dan has the overall responsibility of Tradier and the company’s strategy and direction. Under his leadership, Tradier has grown rapidly from an innovative product to an essential infrastructure fabric that powers 200 plus investing platforms globally and serving some of the most active traders in the market. In his 25-year career as a technologist and entrepreneur, he has launched many successful online retail and financial products.
More info at the blog post: https://www.stocksforbeginners.net/blog/tradier
Please consider a small donation to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Hosted on Acast. See acast.com/privacy for more information.
Investors often fall in love with the story of a company without taking the next step which is to then research the company and find out whether it really is good value. In this Quick Tip Thomas J. Hayes from Hedge Fund Tips talks about valuing a business and how free cash is flow the most important metric.
Full episode available at: https://www.stocksforbeginners.net/blog/hedgefundtips
Please consider a small donation to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
My guest today helped to found the first African American owned AI ETF on the New York Stock Exchange.
The median net worth for Black households is currently $24K, compared to $188K for white households, according to McKinsey and Company. This massive wealth disparity reflects a long history of racism, including lack of access to education, financial services, and barriers to ownership. Mario Payne believes that technology can be used to fix structural problems that have plagued the Black community for hundreds of years. Artificial intelligence (AI) has the potential to transform financial services and equity ownership. Mario made history in February 2022. The company he co-owns, launched the first African American owned AI ETF on the New York Stock Exchange. The symbol is LETB. The goal of this fund is to limit investment losses while maximizing gains. Mario generously shared his views on maximising income, getting started in the market, and some tips on learning about investing.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/toams
and: @Toamsfinancial on the socials, www.toamsfinancial.com/ and letbob www.letbobetfs.com and www.letbob.com.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia. He’s a great guest with an awesome amount of investing knowledge. In this Quick Tip we speak about dollar cost averaging, diversification, risk management, and the common mistakes made by new investors.
Full episode available at: https://www.stocksforbeginners.net/blog/investopedia
Please consider a small donation to support my work educating and entertaining new investors in the stock market.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
There's an old cliché about the "starving" artist that may have a basis in reality, but isn’t set in stone! My guest David Maurice Sharp joined me to discuss the tricky financial waters that come with following the artistic path. He's a financial educator that provides valuable advice for performing artists like actors, dancers, lighting gurus, costumers or stagehands on investing, saving and building a diversified and stable financial portfolio. While he writes specifically for artists who have fluctuating, uncertain and sometimes limited streams of income, he promotes an understanding of finances and the investment world that has lessons for anyone starting their financial education. David was a founding member and initiated the formation of the Thriving Artists Investment Club, a limited partnership established by a small group of artist/friends to educate one another about investing and personal portfolio management. Through that, he also gained greater insight into how the artist can best be educated about their finances and investing. For more than a decade, David has been teaching investment workshops at HB Studio, an acting conservatory in New York City. This has provided him with the invaluable opportunity to hone his ideas for educating artists in regard to their finances, and to enjoy the success experienced by those who have implemented the ideas and techniques that he promotes.
In October 2014, David was named a “money hero” for his work in educating artists about their finances by Money magazine. He is the author of The Thriving Artist: Saving and Investing for Performers, Artists, and the Stage & Film Industries and a contributing author to A Life in Dance: A Practical Guide.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/sharp
and: https://www.davidmauricesharp.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Myles Gage is a co-founder of Rapunzl, an app that addresses the three roadblocks that prohibit many from understanding the stock market: fear, exposure, and accessibility. Myles is an advocate for financial education especially for individuals in underserved communities. He was exposed to the stock market at a very young age, attending Ariel Community Academy on Chicago's south side. Financial literacy was the crux of its curriculum. In this Quick Tip he discusses diversification, his grandmother’s focus on property and healthy practices for creating wealth.
Full episode available at: https://www.stocksforbeginners.net/blog/rapunzl
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
How can we judge whether fear or greed is prevailing in a stock, ETF or index? It's not something that is shown by studying company reports. Some say that fundamental analysis helps you to know what to buy and technical analysis tells you when to buy (or sell as the case may be). Technical analysis uses price and volume alone, and assumes that everything we need to know is embodied in the chart. These charts are used to help identify patterns and trends that may give signals of possible future price movements.
David Keller, CMT is Chief Market Strategist at StockCharts.com, where he helps investors minimize behavioural biases through technical analysis. He is a frequent host on StockCharts TV, and he relates mindfulness techniques to investor decision-making in his blog, The Mindful Investor.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/keller
and: https://stockcharts.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this quick tip Stanley explains the range of emotions that contribute to our poor investing outcomes, the negative thoughts that we experience and the steps to take to minimise their impact.
Too many of us have internalized negative attitudes about ourselves as inadequate when it comes to managing our investments. Demystifying and overcoming these personal obstacles, along with acquiring and implementing several well-tested strategies can facilitate a greater degree of success.
Full episode available at: https://www.stocksforbeginners.net/blog/teitelbaum
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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If you don't know who the sucker is at the poker table it's you. I was joined in this conversation by Wall Street Journal reporter Spencer Jakab. His latest book is “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” The frenzy in meme stocks in 2021 was perceived as a Robin Hood style raid on Wall Street. Reddit forums filled with young men holding "diamond hands" taking down the financial industry. The truth was far more nuanced. We also took a detour to look at insider trading by members of Congress.
Spencer Jakab writes for and edits the Heard on the Street Column at The Wall Street Journal. He was Deputy Editor between 2015 and 2019 and wrote the Journal’s daily investing column, Ahead of the Tape, for four years before that. Spencer spent four years at Britain’s Financial Times writing the “Lex” and “On Wall Street” columns and got his start in financial journalism at Dow Jones Newswires where he was part of a SABEW-winning team covering energy markets. Spencer is the author of two books on the plight of individual investors, both published by the Portfolio imprint of Penguin Random House. “Heads I Win, Tails I Win: Why Smart Investors Fail and How To Tilt the Odds in Your Favor” (2016) and “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” His first career was in finance where he spent years as a top-rated emerging market stock analyst. He lives in New Jersey with his wife and three sons.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/jakab
Here's a link to the book: The Revolution That Wasn't: Gamestop, Reddit, and the Fleecing of Small Investors by Spencer Jakab (goodreads.com)
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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Risk management is crucial in investing. Keith Smith is a former army engineer and a portfolio manager at Bonhoeffer Capital Management. In this Quick Tip, Keith describes how he manages risk like an engineer. Obviously, engineers are very interested in managing risk. I mean, you don't want that plane falling out of the sky.
"I think the real aspect from the engineering perspective is just the approach. I mean, engineering, you're taught a lot about margin of safety. The other thing that I did when I was in the air force is I was working on a satellite that was designed to live through a nuclear war. And one of the departments that I worked in was sort of survivability, which in essence, was the ability of basically the system to survive that. So you design a lot of margin in there. So basically what you're trying to do in terms of looking for investments, you're trying to look for investments that have a margin of safety. If things don't turn out the way you expect, you're not gonna lose a lot of money, but if things do turn out the way you expect, you can get some really nice upside."
Full episode available at: https://www.stocksforbeginners.net/blog/bonhoeffer
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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A federal ban on sports betting was removed in 2018, and there’s been a sprint to market, with states eager to get in on the gaming business and a steady trickle of new states opening their doors to gambling operators such as Caesars and MGM. Some 112 million Americans can now legally wager on sports using their phones.US sports leagues now embrace sports wagering as a way to connect with fans, especially young ones. New business partnerships are announced weekly, and teams and leagues are exploring ways to tailor game-day experiences for bettors.Jeffrey G. Kamys is iBET Sports Betting & Gaming ETF $IBET Chief Investment Strategist & Portfolio Manager. This ETF provides exposure the sector by investing in companies and technology suppliers in this industry.
Find out more at the blog post: https://www.stocksforbeginners.net/blog/ibet
Here's a link to Jeffrey's Inherent Wealth Fund: https://www.inherentwealthfund.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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In the US alone, the ETF sector has exploded into a $5 trillion industry. The number of funds has blossomed, which means that there are many funds that offer increasing specificity and focus. Thematic ETFs aim to isolate a target niche of the market. They can be narrow or relatively broad in scope. Many offer exposure to sectors that have been previously unavailable to retail investors. And often they are created to respond to investing fashions.
In this Quick Tip, Morningstar Product Manager Mark Lamonica explains how thematic ETFs can often be compared to the telegraph (the Victorian Internet), railroads and fibre optics. At the time they had a compelling story, but the businesses that benefited from them were not necessarily the ones providing them. I love hearing strongly held opinions and it's worthwhile for beginners to understand that you are often being marketed to, rather than being provided with options to increase your investment returns.
The complete episode and blog post can be found here: https://www.stocksforbeginners.net/blog/morningstar
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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Dion Pouncil believes that energy management, managing your thoughts, managing your words, managing your actions, managing your emotions, and acquiring knowledge, are the keys to becoming wealthier. Being a sponge for data. Being a consistent winner, having more than you spend, comes from the repetition of principles. That's why certain athletes, when they get in business and they do learn, become successful because the same skill sets that it took them to become the professional level athletes can apply. Patience, self-control, discipline, work ethic, dedication and perseverance. One of my favourite parts of this interview is when Dion said "listen to the words". This means that even though you may not understand the language of investing, by constantly "listening to the words'. The language will become clear and you will begin to understand what's happening and how you can become a better investor. MoneySkool.com teaches everyday people about mindset and creating generational wealth with simple to use, beautifully designed, and easy to understand content on investing, trading, Stocks, Options, Futures, Bonds, Forex, and Crypto.
Pouncil Capital partners with institutional investors and high-net-worth individuals to produce absolute risk adjusted performance returns.
Dion is Principal & Chief Investment Officer of Pouncil Capital (a systematic hedge fund) and lead instructor at MoneySkool.com. (a financial education streaming app).
Find out more at the blog post: https://www.stocksforbeginners.net/blog/pouncil
Or at these links: https://moneyskool.com
https://pouncilcapital.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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Ethan Widell is an Investment Analyst at IronHold Capital. In this quick tip Ethan talks about his passion for reading financial reports. It's important for beginners to understand the level of research required to make informed decisions when investing in companies. Otherwise you may consider index ETFs for the long term. Ethan suggests learning about compounding rather than get rich quick approach, which often ends in tears. He also suggests continual reading and learning. Some authors he likes include Joel Greenblatt, Richard Thaler, Warren Buffett newsletters and Peter Lynch.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Researching individual stocks can take a lot of time. In one particular case there were 8,599 news articles since January 1 this year that would have taken 860 hours to read. Add to that some historical data and you would have needed 1.32 years of reading to catch up and see the subtle shift in the way that Netflix was spoken before it's stock price dropped. How much information do you need and how can you put it at your fingertips?
Tyler Tucci is the head of research at SynerAI which runs Foliko an AI-powered platform for retail investors. Foliko's health factor framework evaluates each company as an investment opportunity across six dimensions to pinpoint the specific drivers of a company's growth or decline. Investment decisions have the clarity of a personal advisor with the data support of a team of analysts. Find out more at the episode blog post:. https://www.stocksforbeginners.net/blog/tucci
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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In this Quick Tip, Pate Garrett from Six Park talks about the generational change that's occurring in serving financial needs. The biggest wealth transfer in history is taking place between Baby Boomers and younger generations. Tools are available at a reasonable price to access financial advice and to help with long-term investing strategies.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
"No matter how much evidence exists that seers do not exist, suckers will pay for the existence of seers." - J. Scott Armstrong. Karl Kaufman is the resident expert at American Dream Investing helping ordinary investors who are ignored by Wall Street. Despite the fancy MBAs, predictive models, fancy suits and the big salaries, Wall Street analysts are woefully poor predictors of future events. I based this interview on a blog post written by Karl which you can find at the link to my blog post:. https://www.stocksforbeginners.net/blog/adi
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I want to share with you an episode of the Bankadelic podcast with Lou Carlozo – Contributor to the Wall Street Journal, Editor in Chief Qwoted Founder and CEO, Carma Productions Worldwide, creative polymath and like me a refugee from the humanities who somehow ended up communicating about finance. Lou kindly invited me onto his podcast and you may enjoy the change of pace and Lou’s uncompromising hilarity. If you’re into banking and finance, have a listen to Bankadelic! Lou is a fun host who leads engaging interviews with his expert guests. In this episode we talked about John Keats, investing ... and dealing with the bear market. And rest assured, no Romantic Poetry was harmed in the making of this episode.
Here's a link to Bankadelic if youde like more Lou: https://podcasts.apple.com/us/podcast/bankadelic-the-colorful-side-of-finance/id1503619691
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Stanley H. Teitelbaum, PhD is a clinical psychologist and psychoanalyst. His new book is SMART MONEY: A Psychologist's Guide To Overcoming Self-Defeating Patterns In Stock Market Investing. The book addresses how to identify and overcome emotional roadblocks, blind spots, and errors in judgment that interfere with profitable investing, and how to develop greater trust in one’s ability to navigate investments. In this episode we discuss the emotions that investors are feeling in this period of market turmoil. Bear markets are not very unusual. Since 1926, there's been 15 episodes of at least 20% declines, meaning that there's been at least 15 bear markets in that period of time. What's important to remember is that on average, the average total loss from the peak in every bear market has been almost 35%. We are now down around 24%, according to the Dow Jones Industrial Average. That means we're still significantly short of the average, which means there's a room for one or more additional down legs. And that's scary.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/stanley-teitelbaum
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Is money a mass delusion? What role does trust play in our financial system, and is there a way of doing it better? I wanted to find out more about money. The more I thought about, the less sense it made. Does money only have value because we agree to that illusion? Omid Malekan joined me to explain the history of money, how trust works, and why blockchain technology is re-engineering that trust. Omid Malekan has spent years being confused about crypto, so you don’t have to be.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/malekan
And here's a link to Omid's website to find out more: https://www.omidmalekan.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Inflation is the cruellest tax. I met Jeffrey Kamys this week as we discussed an upcoming episode. In the meantime we recorded this conversation about inflation, whether we are already in a recession, how inflation is created and how central banks "print" money.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
It's known as the loneliness of the long-distance podcaster. Lives stunted by long hours alone in darkened studios and smoky editing suites. That's why it was great to share a podcast with fellow podcaster, Steven Lerner. Steven is the creator of Early Bird. He's been writing about financial topics since 2017, including stock earnings, initial public offerings, startup funding, and business trends. He's also interviewed CEOs of public and private companies. In his spare time, Steven invests in both the public and private markets. Early Bird is a free daily email newsletter sent to your email box each weekday morning featuring commentary about the latest trends in stocks, cryptocurrency, and equity crowdfunding. This newsletter is easy to read and designed to help individual investors stay on top of important investing trends in three minutes or less. Subscribe to Early Bird for free. https://www.earlybird.email/
More info at the blog post: https://www.stocksforbeginners.net/blog/earlybird
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Sir Ronald Cohen, Author of IMPACT: Reshaping capitalism to drive real change & Chair of the Global Steering Group for Impact Investment. Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.
Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real social and environmental change. With an impressive background in management consulting, venture capitalism, and social investments, Sir Ronald has a compelling perspective on how to reshape capitalism.
We spoke about his Harvard Business School research into impact weighted accounts. This research measured the environmental impacts from the operations of 3,000 companies and found 450 of them create more damage than profit, 1,000 create damage equivalent to 25% of their profit, and 2/3 create damage less than 25% of their profit. Sir Ronald believes changing the world and making a profit go hand in hand. He says investors should put money into the hands of those who do good and do well at the same time. More info at the blog post: https://www.stocksforbeginners.net/blog/src
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Warren Buffett's Berkshire Hathaway holds its shareholders' meeting in Omaha each year. It's known as the Woodstock for value investors. A recent guest on this podcast, Phil Weiss of Apprise Wealth, mentioned that he was attending and I asked if he would return and report to listeners. The Berkshire Annual Meeting is unique as most companies only talk to "The Street" or analysts, but Warren & Charlie and other principals take questions from ordinary shareholders. Berkshire releases earnings on Saturday morning typically when the market's not open. The results can be digested and no-one gets any information earlier. It's a special occasion in terms of communicating with the company, hearing about the company's performance, and answering questions which are not just about the company but about life in general.
We mentioned a link to a blog post from Phil: https://apprisewealth.com/news/apprises-five-favorite-reads-for-the-week-of-may-1-2022/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
What do Star Wars, Noah, Teenage Mutant Ninja Turtles, and tattoos have to do with investing? Everything. Master storyteller Jonny Tomahawk uses the experiences of everyday life to point to valuable lessons about how we all mismanage our wealth. Jonny Tomahawk is the nom-de-plume of Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia). Dalton Investments LLC is a value-focused investment management firm with expertise in Asia, Emerging Markets and global equities. Jonny Tomahawk is also his handle should you come across him on Apex Legends. Find out more at the blog post: https://www.stocksforbeginners.net/blog/dalton
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
It's often said to be extremely important to have a diversified portfolio, however this can also have some risks. In this Quick Tip call Karl Kaufman from American dream investing tells us about the dangers of diversification for individual investor. "You don't have a team of researchers with you so if you're going to pick stocks you really only have the focus and attention that you could really give to a handful of stocks".
Karl Kaufman is from American Dream Investing, a family owned financial membership service and news publication that shares independent and unconventional thoughts on building wealth through the stock market. Here's a link to the full episode: https://www.stocksforbeginners.net/blog/kaufman
Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Who is responsible for creating your life? What can freedom really look like? My guest today believes that everyone has the responsibility and the opportunity to design their own lives, and that money is a tool to build our dreams. Brooke Tomasetti is a personal finance coach and educator at Money Life Mentor. She’s Director of Financial Education and Community at Carbon Collective, the first climate-focused online investment advisor.
Here's a link to the episode blog post and transcript: https://www.stocksforbeginners.net/blog/tomasetti
Social Media Links - Money Life Mentor & Personal:
Website: https://www.moneylifementor.com/
Social Media Links - Carbon Collective:
Website: https://www.carboncollective.co/
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Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
In this Quick Tip Codie Sanchez from Contrarian thinking offers advice on lowering costs, making more money and using the difference to start investing. And these days you can start real small. Here's a link to the full episode if you want to hear more from Codie: https://shows.acast.com/stocks-for-beginners/episodes/codiesanchez-commerce-capitalism-contrarianinvesting-cannabis
Codie Sanchez is a reformed journalist, turned institutional investor to cannabis investor and adviser, to now Founder at Contrarian Thinking and Cofounder of Unconventional Acquisitions. She thrives on helping people think critically, and cashflow unconventionally while allocating to what we call “sweaty & boring” small businesses.
Throughout her career, she has worked at the intersection of marketing and money, finding contrarian ways to invest. She’s always balanced her profession with non-profit service to empower women, veterans, and Latinos.
She joined Vanguard ETFs in 2008 ($870B) to build out their ETF business, quite the time, then moved to Goldman Sachs Alternatives group. Following this, she became an SVP at SSGA ($580B) in institutional investing tasked with a $3 billion region, finally coming to First Trust ($63B) to build the LatAm investment business from the ground up. Codie has led global teams in all asset classes, negotiating JV's, product creation and market entry across the Americas.
Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
My guest today has seen grown, mature, successful individuals open their first brokerage account and turn into 16 year olds who just got their driver's licence, their parents got them a brand new Lamborghini, and there's a bottle of whiskey in the passenger seat. The Stock Market will do that to some people. Roger is the Founder and CEO of Market Forecasting Academy, a training and mentorship program for market participants looking for low risk, consistent, market-beating performance. Throughout the years, he's noticed that traders/investors often place too much emphasis on the technology aspect when, in fact, all it does is facilitate the gathering and calculating of necessary data which saves a person time.
Here's the link Roger mentioned: https://www.marketforecastingacademy.com/request-training/
Here's a link to the episode blog post and transcript: https://www.stocksforbeginners.net/blog/khoury
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets. You can often find him lurking on Twitter.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/symington and you can find more information on Steve here at 7investing: https://7investing.com/advisor/steve-symington/
This is a link to a previous episode with a deeper dive into Markel Corporation: https://shows.acast.com/stocks-for-beginners/episodes/weekend-watchlist-markel-boring-but-beautiful
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
What happens when a mathematician shares a room with an economist at college? The mathematician doesn't come from an investment background but he'd like to make some money and the economist has a dream to launch a hedge fund. It may not have been quite as simple as that, but I enjoyed hearing the story of Michael Mills and his co-founder Nicholas B. Spoors building the Infinitary Fund from humble beginnings at college.
Find out more about the fund: https://www.linkedin.com/company/infinitary-fund-lp/about/
Check out the blog post and transcript at: https://www.stocksforbeginners.net/blog/infinitaryfund
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Successful financial management is not only about picking the right investments, it can also be about overcoming poor role models in your life. Phil Weiss and I sat down to discuss how he took action to avoid following in his father's financial footsteps. He shared great tips on getting rid of credit card debt, how his accounting training helps to identify the numbers that matter in company financials, the stocks that he's held onto for over 25 years, how value investing has changed, and his client who bought $300 worth of Apple stock soon after listing which has now grown to 2,100 shares. Not a bad return for doing nothing for 40 years. Phil also spoke about the Triple-Tax-Free Retirement Benefits of a Health Savings Account. Here's a link to the blog post to find out more: https://apprisewealth.com/news/health-savings-accounts-a-triple-tax-free-retirement-benefit/
Check out the transcript and further links at: https://www.stocksforbeginners.net/blog/apprise
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Blockchain is the technology behind cryptocurrencies. In this Quick Tip Edmund McCormack explains some of the future use cases for Blockchain. Edmund is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology. This world can often feel complex and intimidating but DCHAINED utilises proven online education technologies with an enthusiastic community of experts to help clarify the nebulous world of crypto investing. Blockchain is commonly defined as a distributed ledger that records and stores information or data. It is a decentralized network with no central authority. Information stored on the blockchain is transparent and immutable. Read more here at Blockchain for Dummies: What Is Blockchain? (dchained.com)
Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Jaden Sterling started his finance career on Wall Street but became disillusioned with the money-making machine that didn't look after investors. He noticed that most of the wealthy people that came to him had something in common. They owned a handful of stocks, no more than four to six, but on average about four different holdings. It was contrary to his Wall Street training that emphasised the importance of diversification.
Here's a link to Jaden's Sterling Stock Picker: https://sterlingstockpicker.com/
Check out the transcript and further links at: https://www.stocksforbeginners.net/blog/sterling
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Pat Garret isCo-Founder and co-CEO at Robo advice firm Six Park In this Quick Tip he explains the changing landscape of financial advice.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
How can you participate in the growth offered by early-stage start-ups? The disruptive enterprises that are seeking to change the future. Venture capital used to be the exclusive domain of the very wealthy, but here's a look at a company that's bringing this sector into the reach of all.
Seismic website: https://seismic.company/
Episode Blog Post: https://www.stocksforbeginners.net/blog/seismic
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
What I love about making this podcast the chance to meet bright young people who are creating tools to help everyday investors and democratizing investing knowledge. Jeff Tsai and Vinny Yu are the co-founders of JAVLIN Invest, a new app that helps investors assess portfolio risk and diversification. We talked about the data and industry-accepted formulas that are used by hedge funds and professional investors. They hope to provide powerful education on how to make better, safer, long-term investments in an easy-to-use app. Hopefully helping to avoid costly mistakes
Episode Blog Post: https://www.stocksforbeginners.net/blog/javlin
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this episode we discussed the range of emotions that contribute to our poor investing outcomes, the negative thoughts that we experience and the steps to take to minimise their impact.
Episode Blog Post: https://www.stocksforbeginners.net/blog/teitelbaum
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Special guest analyst from 7investing this week is Luke Hallard. Television viewers are transitioning from traditional linear TV to Connected TV. Older generations are cord-cutting due to cost and convenience, and those born since the 1990s have grown up watching YouTube and Netflix, with Connected TV all they ever need. Increasingly, Connected TV is taking a larger proportion of total global television advertising spend, however, this transition is playing out at a slower rate than many expected, and revenues for the companies enabling Connected TV have lagged the shift in viewing habits. https://7investing.com/advisor/luke-hallard/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Investopedia is often found through a back door, a side door, or through the attic because someone has asked a specific question: "how do I start investing with a thousand dollars?" Or "how do I get exposure to the e-commerce sector without picking individual stocks"? Or "what are the top performing oil ETFs over the past three months?" Caleb Silver is the Editor-in-Chief and Senior Vice President at Investopedia. In this episode we spoke about:
- How to get started investing
- Biggest mistakes investors make
- How to invest without worry
- What to do when stocks tumble
- Parts of Investopedia most useful to beginners
- Some of the most-searched terms
- An overview of how to best use Investopedia
Read more at the blog post: https://www.stocksforbeginners.net/blog/investopedia
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Special guest analyst from 7investing this week is Anirban Mahanti. We speak about TaskUs NasdaqGS:TASK, an IT company that provides outsourcing services for companies worldwide. It offers digital customer experience that consists of omni-channel customer care services, and other solutions, including customer care services for new product or market launches, trust and safety solutions, and customer acquisition solutions. It's biggest customer is Meta. We also explore Short Attacks and portfolio position sizing for small companies like this. Here's a link to Anirban' s content on 7investing: https://7investing.com/advisor/anirban-mahanti/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Many ordinary people view Wall St as a massive blockade of words and jargon with ramparts of complicated financial instruments designed to obfuscate and confuse small retail investors. Thomas J. Hayes is a Hedge Fund manager who is generous in offering insights via his YouTube and Podcast channels. We spoke about starting his career with Cornwall Capital, LP (one of the firms featured in “The Big Short” book and movie), managing risk, looking for unloved opportunities and why he focusses on established businesses with a lot of historic data that shows how they've performed through different cycles.
Read the blog post and transcription here: https://www.stocksforbeginners.net/blog/hedgefundtips
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
A deep dive into the future of battery technology with Maxx Chatsko from 7investing. While it is still a technology in it's infancy, solid state batteries promise a quantum leap in storage capacity, lower weight, and increased safety. We spoke about the current players and how auto makers are funding these developments. Stocks mentioned include QuantumScape (NASDAQ: QS), Solid Power (NASDAQ: SLDP), and SES (NYSE: SES).
Here's a link Maxx's content on 7investing: https://7investing.com/advisor/maxx-chatsko/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Three basic rules for investing - simplify your options, don't look at past performance and screen out noise. MICHAEL EDESESS is an accomplished mathematician and economist with a PhD in pure mathematics in the field of stochastic processes and expertise in the finance, energy, and sustainable development fields. He is an adjunct associate professor in the Division of Environment and Sustainability at The Hong Kong University of Science and Technology, managing partner / special advisor at M1K LLC, and a research associate of the EDHEC-Risk Institute. He is author or coauthor of two books and numerous articles published in Advisor Perspectives, MarketWatch, The Wall Street Journal, Financial Times, South China Morning Post, Bloomberg, Nikkei Asian Review, Technology Review, and other publications.
There's more at the blog post: https://www.stocksforbeginners.net/blog/edesess
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
We usually think of healthcare stocks in biotechnology, medical devices, hospitals and pharmaceuticals. But you might may not know that Apple (AAPL) is becoming a player in this sector I'm pleased to present this episode with Dana Abramovitz from 7investing. Dana looks at the healthcare industry so that investors understand some of the complexities of regulation, it's resistance to change, and the time extended timelines.
Here's a link to some of Dana's contribution to 7investing: https://7investing.com/advisor/dana-abramovitz/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
It's important to see things from a different perspective. Ideas need to be tested. Thinking that you have a great investing idea doesn't make it one. You need critics who pull no punches in letting you know why you could be wrong.Simon Erickson from 7investing has a diversified team of seven advisors with real horsepower. Two PhDs, Master's degrees, a military perspective, computer science and biotechnology expertise.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/erickson
Here's a link to 7investing: https://7investing.com/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I'm pleased to present this episode with Steve Symington from 7investing. There's lots of great stuff for beginners to learn in valuing a business. We're talking about Markel Corporation NYSE:MKL. Steve describes it as a “mini-Berkshire” company. It follows a three-tiered approach to consistently building shareholder value over long periods of time. There's the insurance tier, what they call their “growth engine,” both through specialty insurance and reinsurance. The second tier is its investment portfolio, Tom Gayner, who’s their co-CEO, serves as their chief investment officer. They invest in both fixed income avenues and equity securities. The third is Markel Ventures. This is a group of mostly non-insurance, non-investing businesses that they’ve acquired and that operate under Markel Ventures as fully owned subsidiaries.
Here's a 7investing deep dive with Steve Symington and Simon Erickson: https://7investing.com/articles/markel-deep-dive-august-2020/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Tony Trzeciak is a combat paralyzed veteran who served in The Marines from 2008 through 2012. He continues to use the leadership skills gained from the Marine’s as an advocate for active members and in the veteran support community. He has spent several years trading and studying the markets, Like most retail traders he has faced many highs and many lows. He wanted a way to make informed and actionable decisions, quickly and easily. Dialect’s mission is to make data navigation accessible and possible for investors who have historically been overlooked and underserved. And to bridge the gap between humans and artificial intelligence.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I'm joined by Luke Hallard from 7investing to talk about the work from anywhere megatrend and, in particularly, Fiverr International NYSE:FVRR. Fiverr International Ltd. operates an online marketplace worldwide. Its platform enables sellers to sell their services and buyers to buy them. The company’s platform includes approximately 500 categories in eight verticals, including graphic and design, digital marketing, writing and translation, video and animation, music and audio, programming and technology, business, and lifestyle.
Luke has joined 7investing and here's a link to his introduction and first story. He's excited!
https://7investing.com/articles/why-im-excited-about-the-future/
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:
- The history of Sharesight and how it works
- Old School open-cry markets trading commodities in Chicago
- His previous career at Morningstar and an insight into analysis
- Benchmarking your portfolio against a broader market index
- The tax treatment of ETFS and those gnarly statements
- Reducing costs
- Annualised performance and how this can help your investing
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/dougmorris
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I'm joined by Anirban Mahanti from 7investing to talk about cybersecurity and in particular Zscaler, Inc (Nasdaq GS:ZS). The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations. We also chat about dilution and what it means for stock holders.
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
"All companies, big and small, have something in common - when they were born, they were small. Amazon, Apple, Microsoft, Harley Davidson, and even Nike all started in a garage." MARIUSZ SKONIECZNY is the founder of MicroCap Explosions and the author of 11 books on the subject of investing. From 2003 to 2008, he was in the residential and commercial real estate industry as an appraiser and broker. During the 2008/2009 financial crisis, he left the industry to focus exclusively on stock market investing.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/microcapexplosions
Here's link to Microcap Explosions: https://microcapexplosions.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Synthetic biology isn’t an industry. It’s a way of thinking. It’s about applying engineering principles to biology to create living products and services with predictable functions. I was joined by Maxx Chatsko from 7investing to chat about how he believes synthetic biology will fundamentally reshape the economy. We focussed on on particular company Twist Bioscience (NASDAQ: TWST)
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Cannabis, astrology, mergers and acquisitions, and what does an Investment Bank actually do? Always good to catch up with Lawrence to gaze into the crystal ball and look forward to 2022. Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/lawrencecarrel
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
In this WEEKEND WATCHLIST I’m joined by Simon Erickson from 7investing to talk about semiconductors.
“We’re in the middle of an unprecedented chip shortage. Companies creating products of all shapes and sizes — from appliances to wearable devices to automobiles — are doing whatever they can to get the high-performance chips they need to embed within them.”
https://7investing.com/articles/chipping-away-at-inflation/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
We need a holiday. We’ll be back soon with new episodes but in the meantime, here is one of my favourite episodes of the podcast.
Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational speaker for Speakers for Schools.
Here is a link to find out more: https://www.terriduhon.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
We need a holiday. We’ll be back soon with new episodes but in the meantime, here is one of my favourite episodes of the podcast.
I’m pleased to welcome Dan Kline from 7investing to tell you all about their 7 principles for investing. Daniel B. Kline has spent the past six years as a leading voice on retail, consumer goods, technology, entertainment, mobile, and more for various platforms at The Motley Fool. He hosted multiple live digital shows for members while he was also a regular guest on the company’s top podcasts. Prior to that Kline led the business desk at The Boston Globe’s Boston.com while also regularly writing for the paper. Kline served as the launch editor for what is now known as the MSN Money App for Microsoft and he has appeared on a variety of cable, radio, and internet shows. He lives in West Palm Beach, FL but can regularly be found at industry events in Las Vegas or working from a cruise ship (when such things were possible).
Here is a link to find out more: https://7investing.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
James McInnes is the Co-Founder and CEO of vegan food tech company and franchise, Odd Burger. He has previously run a financial technology company. Odd Burger aims to revolutionize the fast-food industry with their healthier, more sustainable and flavorful vegan fast-food. James tells us about how Odd Burger has been built up and their plans for the future.
Here’s a link to find out more: https://oddburger.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Research shows that kids form many of their adult money behaviours by the age of seven. Will Rainey is the author of the children's book, Grandpa's Fortune Fables. His work has appeared in the Financial Times, the Times (UK), iNews and The National News. Will's website, Blue Tree Savings is a financial education platform to help parents teach their kids about money.
Link to blog post: https://www.stocksforbeginners.net/blog/bluetreesavings
Here's a link to find out more about his work: https://www.bluetreesavings.com/
Here's the Amazon link for Grandpa's Fortune Fables: https://www.amazon.com/Grandpas-Fortune-Fables-stories-teach/dp/1739972600/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
What do you know about finance journalism? There are millions of words produced every day about stock markets, business, investments, economics, and all of their related implications and suppositions. Lou Carlozo is one of America's leading investment/finance writers. The editor-in-chief at Qwoted, a source platform for finance journalists. The creator and host of the Bankadelic podcast, investment contributor to U.S News and World Report, a contributor to AICPA and Forbes Media, and lots of others in his portfolio.
Here's a link to Lou's Bankadelic podcast: https://podcasts.apple.com/au/podcast/bankadelic-the-colorful-side-of-finance/id1503619691
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/carlozo
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Where is the world headed? Cash in the bank is losing value as living expenses continue to rise. Everyone's being forced into increasingly risky assets amidst growing uncertainty about the future. John L. Smallwood is making a return visit to this podcast to share his views about the Infrastructure Bill, its effect on commodities prices and inflation, and how the government is printing money that is not being spent efficiently.
Here's the link to blog post: https://www.stocksforbeginners.net/blog/smallwood
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
David McAlvany runs a hard asset fund that focuses on precious metals, global natural resources, infrastructure, and specialty real estate. He also founded Vaulted and oversees the precious metals brokerage business that his dad started in 1972. Vaulted is an app that allows you to buy and sell gold at a press of a button on your phone.
Click here to find out more about the Vaulted app: http://vaulted.blbvux.net/XxG6Wg
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/vaulted
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Leon Smith is the co-founder of Tiblio, a stock market research platform with pro-level tools, real-time data and news, empowering traders with the tools, data and analytics they need to maximize their profits and build wealth.
Here's a link to the blog post: https://www.stocksforbeginners.net/blog/tiblio
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed the founders and feel that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I caught up with Tony Bradshaw in this episode to discuss the steps that you need to take to get ahead financially. It was partly inspired by a message I received from a listener who asked "how can I start investing when I'm living paycheck to paycheck?". The Millionaire Choice is about encouraging people to make the choice to become millionaires and equipping them with the right knowledge, tools and assistance to reach their millionaire goal. Tonybelieves that everyone who wants to become a millionaire can do it if they make the right choices. Millionaire or Not. You Can Choose.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/bradshaw
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Do you want to find companies that support the values that are important to you and make a contribution to a better world? And do you want to make money?
These aims may seem to be at odds with each other but studies show that investing for positive change is a good way to make more money over time. Kylelane explains all in this ESG tell-all episode.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/purcell
And here's a recent article from Kyle: https://medium.com/@kpurcell_41201/impact-investing-what-it-is-and-how-to-do-it-91cf64a71891
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Dividend-paying stocks can be a welcome addition to an investment portfolio. They generate passive income because you’re receiving a portion of profits from the companies you’re investing in. Lawrence Carrel is a writer who has spent his career creating insightful, engaging, high-impact content for a variety of audiences. He's also the author of Dividend Stocks for Dummies, a guide to learning how to incorporate dividends into your portfolio.
Here’s a link to some writing samples: https://www.longrunconsultants.com/writing-samples
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/carrel
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
"News flash-you are going to lose at times on the market…even the pros only have 50% winning trade percentages".
It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We talked about the realities of trading and how he realized from a young age that the ‘tools were weighted to the professionals so he knew he couldn’t compete with them’. He explained the emotional decisions people make when it comes to investing and the mistake of focusing on making money rather than developing a methodology of investing. Todd explained VectorVest’s commitment to a systematic approach to investing that is based on their 3 pillars of Value/ Safety and Timing, which in Todd’s words; ‘starts putting the probabilities on our side of being successful’. He recommends organically expanding your risk as you improve over time and his 0.5% risk strategy. Todd views investing as an empirical intellectual exercise that requires study. VectorVest offers guidance to help investors plan their strategy.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
"News flash-you are going to lose at times on the market…even the pros only have 50% winning trade percentages".
It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We talked about the realities of trading and how he realized from a young age that the ‘tools were weighted to the professionals so he knew he couldn’t compete with them’. He explained the emotional decisions people make when it comes to investing and the mistake of focusing on making money rather than developing a methodology of investing. Todd explained VectorVest’s commitment to a systematic approach to investing that is based on their 3 pillars of Value/ Safety and Timing, which in Todd’s words; ‘starts putting the probabilities on our side of being successful’. He recommends organically expanding your risk as you improve over time and his 0.5% risk strategy. Todd views investing as an empirical intellectual exercise that requires study. VectorVest offers guidance to help investors plan their strategy.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Edmund McCormack is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology.
This episode is not designed to turn anyone into a crypto investor. I'm more interested in finding out about blockchain, the technology behind crypto. It's becoming increasingly important to all kinds of businesses.
Here's a link to DCHAINED: https://dchained.com/
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/dchained
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth.
"What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate of return 10% a year, you are going to be solid by the time you're getting close to retirement, and, if you start this whole process when you're 20 years old 22 years old, you're going to be solid by the time you're 35. That's really the name of the game. It's not about what you invest in, it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."
Thanks for the wonderful conversation, Robert. Here are some links:
https://thecollegeinvestor.com/
https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa
https://www.youtube.com/c/thecollegeinvestor
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Danielle Ecuyer pursued a successful career in Institutional Equities Stockbroking and Wealth Management for 15 years. After retiring to have her son, Danielle became a full time investor on her own behalf. With over three decades of successful stock investing Danielle has brought all of this and her expertise together to create Shareplicity: a simple approach to share investing.
“Sometimes when you buy stocks, a stock can seem cheap on a valuation basis, but the ones that produce the long-term great wealth creation may not be the cheapest from a value perspective.”
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/shareplicity
Here's a link to Dani's book https://www.amazon.com/Shareplicity-guide-investing-stock-markets/dp/0648980464
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Myles Gage began his career as a credit analyst at CIBC. He and his co-founder, Brian Curcio, realized that ordinary investors have paid a price to learn to invest — and that price typically was real money ending up in Wall Street’s pocket. Rapunzl was founded to provide an unparalleled investing education through fun (and free) investment competitions with scholarship and cash prizes. At Rapunzl, they believe everyone at a young age should understand the basics of stock trading and that the knowhow of stock trading should be accessible not just to those on wall street but also those on main street.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/rapunzl
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
“When you research a company you're basically putting a puzzle together to say, okay, would these guys be good stewards of my money? Because basically the CEO and the management team has given stewardship over this money, how are they going to spend it?”. Keith Smith launched the Bonhoeffer Fund in 2017. Applying concepts from developed markets that have proven effective, the fund identifies and invests in companies that exhibit those qualities in disrupted industries, misunderstood sectors, and emerging markets. The fund is named for German theologian and martyr Dietrich Bonhoeffer, who represents the power of independent thought.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/bonhoeffer
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
“Post the Global Financial Crisis it was exhausting because every day was just another down day. It was another pressurized day. A lot of people lost a lot of money. Some people couldn't take it anymore. Suicide rates in this country and this industry went up, it was tough. I mean, it was very, very difficult to come to work every day and try to focus on what was positive because every day it was just negative news. There was nothing positive for a good four years or so. There was just nothing positive about what was happening in the financial markets.”
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation
See acast.com/privacy for privacy and opt-out information.
"The fear was that the New York Stock Exchange was next, because when you think about America and you think about developed nations and developed markets, the New York Stock Exchange is a symbol. If nothing else, it's a symbol of America. It's a symbol of freedom. It's a symbol of capitalism. It's a symbol of the free world. Because if somebody really wanted to make a statement, I mean, they made a statement, but had they flown a plane into the Exchange, they would have brought this country and really the global financial markets to a standstill."
THIS EPISODE CONTAINS GRAPHIC DESCRIPTIONS OF THE EVENTS OF 9/11 THAT SOME LISTENERS MAY FIND DISTRESSING
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation
We are experiencing a crisis in higher education in the US. Total student loan debt is now over $1.6 trillion, up about 50% from only 6 years earlier. The cost of a college education continues to rise at levels that far outstrip inflation. Is this sustainable? In this episode Gary Brodetalks about the challenges facing higher education and his research that is helping to indentify opportunities to invest in the future growth of online colleges and universities.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/brode
Here's a link to Gary's report: https://www.deepknowledgeinvesting.com/post/the-depth-report-online-education-coursera-cour-and-2u-twou
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Karl Kaufman has years of experience showing others how he makes money in the stock market. He gives seminars and hosts talks at universities, investment clubs and financial events throughout the country. As a contributor for Forbes.com, he writes about money and the markets with the individual investor in mind. Karl lives in Boca Raton, Florida, with his wife Rachel and two children, Max and Raina. He’s a lifelong Springsteen tragic who proposed to Rachel at a Springsteen concert.
Here’s the link to episode blog post: https://www.stocksforbeginners.net/blog/kaufman
And here’s the link to American Dream Investing: https://www.americandreaminvesting.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what investors should watch out for.
Blog Post for this episode: https://www/stocksforbeginners.net/blog/morningstar
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and honorary member of SIAT (Italian Society of Technical Analysis, a branch of IFTA). Andrea is often invited as a speaker throughout Europe, America, and Asia.
Blog Post for this episode: https://www/stocksforbeginners.net/blog/unger
Contact the Unger Academy directly: https://ungeracademy.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the first letters of virtues two through seven spelled SORFIS, which was both pronounceable and unique—and the origin of the name. And it should be noted that while the six virtues that spell SORFIS are all great traits for someone running an investment firm.
Here’s some resources from Joe that you may find useful: https://valueinvestingworld.substack.com/p/resources
Blog Post for this episode: https://www/stocksforbeginners.net/blog/sorfis
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 35 best advisors in Texas. We spoke about Wall St – the good, the bad and the ugly and how to protect yourself from making costly mistakes.
“People tend to do what fish do just before they get caught: they are chasing flashy things. And investors tend to chase flashy things and they get caught up in the same problems."
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets with 50-100 CEOs each year in the tech, software, crypto, healthcare and consumer products sectors to evaluate their investment potential for Hunter Value Capital's micro-cap strategy.
“It's easy to hone in on companies with good cultures when you see that one CEO out of dozens and dozens who is willing to admit that things have not gone well. And you see that in great athletic coaches that are just very frank about where the team is not doing well.”
Blog Post for this episode https://www.stocksforbeginners.net/blog/huntervalue
LinkedIn: https://www.linkedin.com/in/ihunterny/
Website: https://huntervalue.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks for listening to my podcast.
See acast.com/privacy for privacy and opt-out information.
Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planned. Almost like planning for battle.
Steven Kiel is the president and chief investment officer for Arquitos Capital Management, a firm he founded in 2009. Steven is also the chairman of Enterprise Diversified, Inc., a publicly traded alternative asset manager. He served as a judge advocate in the Army Reserves and is a veteran of Operation Iraqi Freedom, retiring in 2021 with the rank of Major. Prior to launching Arquitos Capital Management, Steven was an attorney in private practice.
“Steven is attracted to companies with little debt and conservative balance sheets. We only accept investors who share our long-term time horizon and who understand that volatility is an opportunity for the portfolio, not a risk. And we understand that successful investing and risk management is overwhelmingly a psychological exercise where self-awareness, intellectual honesty, and an understanding of and interest in avoiding biases is required.”
Twitter: @Steven_Kiel
LinkedIn: https://www.linkedin.com/in/stevenkiel/
Website: https://www.arquitos.com/
Instagram: #stevenkiel
Youtube intro video: https://youtu.be/ImzleyB8gic
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why they are important to understand in constructing your portfolio.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve your investing.
https://7investing.com/
“Owning individual stocks isn't for everyone. If you're someone who would be more comfortable just having index funds or you want to own dividend paying blue chips that are likely to be in good position for the next 20 years, that's okay. Nobody is telling you, you have to own the hot new software as a service company or the company that's trying to reinvent insurance or, or whatever it is. And I'm pretty skeptical of a lot of those companies. And I'm also pretty skeptical of a lot of the advice you get on those companies.”
How to get in touch with Dan & 7investing
Twitter:
@worstideas7
@7investing
LinkedIn:
https://www.linkedin.com/company/7investing/
Facebook:
https://www.facebook.com/7investing/
Instagram:
@7investing
Daniel B. Kline has spent the past six years as a leading voice on retail, consumer goods, technology, entertainment, mobile, and more for various platforms at The Motley Fool. He hosted multiple live digital shows for members while he was also a regular guest on the company’s top podcasts. Prior to that Kline led the business desk at The Boston Globe’s Boston.com while also regularly writing for the paper. Kline served as the launch editor for what is now known as the MSN Money App for Microsoft and he has appeared on a variety of cable, radio, and internet shows. He lives in West Palm Beach, FL but can regularly be found at industry events in Las Vegas or working from a cruise ship (when such things were possible).
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks for listening to my podcast.
See acast.com/privacy for privacy and opt-out information.
Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zalitoris. We talked a little about me, some basics on investing for beginners and discussed a couple of local beers of Sydney. There’s nothing like a crisp euro lager turn your attention to stocks and investing for the future. Beer in Front is a Podcast about old school beers, new classics, and calling out hypocrites and Jagoffs. Dave is also a member of the North American Guild Of Beer Writers.
https://beerinfront.com/
https://whitebay.beer/
https://younghenrys.com/
https://www.hopewellbrewing.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Doug Morris is the CEO of Sharesight, a portfolio tracking tool for managing your investments and making tax reporting simpler and easier. In this Quick Tip Doug explains ETFs and their importance in any portfolio. He holds a Bachelor’s degree in Psychology from the Southern Methodist University in Dallas. After graduating, Doug joined Morningstar Research but before that was running trade orders at the Chicago Board of Exchange.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
And so the story continues with the Black Monday Crash of 1987 through to the tech boom, Y2K bug and the year 2000.
"These big Americana blue chip names got absolutely hammered. And so thus the Dow fell, you know, 22 and a half percent, the S&P that fell. It was horrendous. I'll never forget it. Again as I tell the story, I can feel myself in the room. I can feel the phones ringing. I can feel the tension in the, in the place. It was really, it was unbelievable. It was unbelievable. And we were there that night until, you know, eight or nine o'clock at night, just writing reports and confirming trades because there was such swings in prices.”
•https://www.kacecapitaladvisors.com/ (Company Website)
•https://www.kennypolcari.com/ (Personal Website)
"As the founder and Managing Partner at Kace Capital Advisors and a CNBC Market Analyst - I have dedicated my career to helping my clients and their families achieve their financial goals in life. As Chief Market Strategist at Slatestone Wealth I have a range of investment strategy responsibilities including U.S. market and economic analysis and client engagement. I am also a contributor to TDAmeritrade Internal Network and a keynote speaker at many industry and retail events.
A 38 year member of the New York Stock Exchange (NYSE) I bring over 30 years of executive management experience in institutional equities and wealth management, and twenty-five years of stewardship in industry advocacy.
I am on the board of the National Organization of Investment Professionals (NOIP), and the Headstrong Project, a nonprofit providing free treatment to 9/11 combat veterans suffering from PTS. Regularly quoted in The Wall Street Journal, Kiplingers, MarketWatch, Thompson Reuters, TheStreet.com and others."
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
So, I’m searching around for my next guest and I come across this guy, Kenny Polcari. I’m looking at this guy and I’m thinking – he’s been on the New York Stock Exchange for like 40 years. He might know a thing or two. I normally try and keep interviews to 30 minutes but after 30 minutes we hadn’t even reached 1987. I love war stories and Kenny’s been there on the frontline on a bayonet charge through the markets. We’ve decided to record 4 episodes to chronicle this extraordinary story. Next episode will be about the Black Monday Crash of 1987 through to the tech boom, Y2K bug and the year 2000.
By the way the movie our failing memories was trying to recall was Wall Street with Kirk Douglas and Charlie Sheen. “Greed is Good”. Here’s some clips: https://youtu.be/-TLCaDbBv_s
· https://www.kacecapitaladvisors.com/ (Company Website)
· https://www.kennypolcari.com/ (Personal Website)
"As the founder and Managing Partner at Kace Capital Advisors and a CNBC Market Analyst - I have dedicated my career to helping my clients and their families achieve their financial goals in life. As Chief Market Strategist at Slatestone Wealth I have a range of investment strategy responsibilities including U.S. market and economic analysis and client engagement. I am also a contributor to TDAmeritrade Internal Network and a keynote speaker at many industry and retail events.
A 38 year member of the New York Stock Exchange (NYSE) I bring over 30 years of executive management experience in institutional equities and wealth management, and twenty-five years of stewardship in industry advocacy.
I am on the board of the National Organization of Investment Professionals (NOIP), and the Headstrong Project, a nonprofit providing free treatment to 9/11 combat veterans suffering from PTS.
Regularly quoted in The Wall Street Journal, Kiplingers, MarketWatch, Thompson Reuters, TheStreet.com and others."
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
In this WEEKEND WATCHLIST I was joined by Casey Stubbs from Trading Strategy Guides to discuss Chewy (NYSE:CHWY)
"If you know anything about pet owners, they absolutely want to take care of their pets."
For more information about Casey go to https://caseystubbs.com/
Simply Wall St Summary: "Chewy, Inc., together with its subsidiaries, engages in the pure play e-commerce business in the United States. The company provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services for dogs, cats, fish, birds, small pets, horses, and reptiles through its chewy.com retail Website, as well as its mobile applications. It offers approximately 70,000 products from 2,500 partner brands. The company was founded in 2010 and is headquartered in Dania Beach, Florida. Chewy, Inc. is a subsidiary of PetSmart, Inc.."
https://simplywall.st/stocks/us/retail/nyse-chwy/chewy
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
My guest today is Hunter Allemand Managing Partner of Moriah Consulting. Hunter grew up in a small town of about 600 people with a unique perspective on life. He got into business as a toddler (a fascination with value exchange) and kept learning, reading business books, and working for people to make a few bucks. He’s travelled all over the US up mountains, down subways, out to the oilfields of West Texas, dropping out of college, working on farms, strapping production tanks, selling pipes, and hiking trails before ending up in Mergers & Acquisitions.
"I think the biggest mistake is buying into other people's education. They are selling you a dream as opposed to a solution. And that's where people kind of get messed up in this business. They're thinking that there is some kind of short cut to get rich faster than just letting your money compound. There are all these guys that have nice cars, nice boats, beautiful women, and they sell the allure of success."
Hunter LinkedIn: linkedin.com/in/hunter-allemand-198b0811a
Hunter Twitter: https://twitter.com/AllemandHunter
Moriah LinkedIn: https://www.linkedin.com/company/moriah-consulting/
Company website: https://www.moriah-consulting.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Welcome to this first episode of Weekend Watchlist. These episodes are designed to take a deep dive into a company and why it might be worth putting on your watch list. It's not a recommendation to buy, but a way of learning how the experts go about screening for value.
Ethan Widell Senior Analyst from Ironhold Capital joined me to discuss BIOGEN (BIIB) a pharmaceutical company that has had its stock price punished after a negative patent outcome. There is an upside due to a new Alzheimers drug due for approval in June.
“It's trading as though investors think there's a 100% chance of it being rejected. It's about fair value given very, very negative assumptions about the company. So our thoughts are that it remains a great company, regardless of whether it can pass this through. And while it has some bumpy years ahead with that loss of its major drug, it still has a great niche and still has a great ability to produce more drugs in the future.”
Simply Wall St data:https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-biib/biogen
Click here to find out more about Ironhold Capital https://www.ironholdcapital.com/home
THIS IS NOT A RECOMMENDATION TO BUY OR SELL ANY SECURITIES MENTIONED IN THIS EPISODE. THESE ARE IDEAS TO CONSIDER FOR PUTTING ON YOUR WATCHLIST AND LEARNING MORE ABOUT HOW COMPANIES ARE VALUED
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
In this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through market cycles.
To listen to more from Terri, here's the link to the full episode.
https://play.acast.com/s/stocks-for-beginners/terriduhon-acknowledgingriskineveryinvestmentdecision
Find out more about Terri at https://www.terriduhon.com/
Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational speaker for Speakers for Schools.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
John L. Smallwood is a Certified Financial Planner™, President of Smallwood Wealth Management, a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at Berkeley and John Hopkins University.
"Since the pandemic the markets have done really, really well. and there's a lot of government infusion and a lot of stimulus and a lot of money coming into the system so there's this belief that markets will continue to grow. That's why investors really need to be careful because the market never does what we expect it's going to do."
He's also the host of the excellent Wealth Curve Talk Podcast available at this link: https://podcasts.apple.com/us/podcast/wealth-curve-talk-with-john-l-smallwood/id1343352399
Here's more links to get in touch with John:
https://johnlsmallwood.com/
https://twitter.com/JohnLSmallwood
https://www.facebook.com/SmallwoodWealthManagement/
https://www.linkedin.com/in/john-l-smallwood/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experience in Research and Data Analysis.
"It's critical that if you're going to invest in something you need to put in the time, put in the effort and really dig deep into whether it is worth your money. There are lots of good ways to make money in the stock market but unfortunately none of them are easy."
https://www.ironholdcapital.com/home
https://www.linkedin.com/company/ironholdcapital
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of Family Value at Risk, a book that details the importance of inclusive and intentional communication among families to leave a lasting legacy.
"There's two really traumatic points of time that you can hurt yourself in. One is at the top of the market and one's at the bottom of the market. The last thing you want to do is get worried and sell at the bottom, and the other’s true right now, stock prices are near all-time highs, and if you look at a certain stock or a trend - cryptocurrency for example, it might be something that you expect is going to continue to go up forever and you invest at the peak of the market and you are concentrated in the wrong thing. Both can be very bad for your retirement plan. So just be disciplined and not look too closely, and really be diligent about how you're saving and not letting your emotions get the best of you when you're investing."
JR LinkedIn: https://www.linkedin.com/in/jr-gondeck/
JR Twitter: https://twitter.com/GondeckJr
TLG LinkedIn: https://www.linkedin.com/company/the-lerner-group
TLG Twitter: https://twitter.com/TheLernerGroup
TLG Facebook: https://www.facebook.com/TheLernerGroup
Company website: lerner.hightoweradvisors.com
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Pat Garrett is the the co-founder and CEO of Six Park, a leading Australian robo-advice investment management service.
"Democratization is a word you hear a lot now. Accessibility and affordability have increased dramatically in terms of what people can use to help them start their wealth creation journey, and then manage it throughout their lifecycle. But one also has to recognize that there's ownership responsibility and risk that comes along with it."
https://www.sixpark.com.au/
https://twitter.com/sixparkau
https://www.facebook.com/SixPark0/
https://www.instagram.com/six.park/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Stephen Leeb, is author of China’s Rise and the New Age of Gold. He says that gold’s rise is just beginning. He thinks all investors, and younger Americans in particular, need to invest in gold to protect themselves against a falling dollar and a radically changing world economy. We spoke about:
What’s a commodity?
Why do developing countries need commodities?
How to buy gold – miners, ETFs or bullion.
What’s special about gold?
Why is the economic power of the US in jeopardy?
"Most of all the gold that this earth has inherited has already been mined and one remarkable statistic about gold is that whatever has been mined is probably still with us, it's not consumed, other commodities things that you touch, like copper like even silver, zinc, lead oil l is consumed, gold is not consumed."
More information about Dr Leeb can be found via the following links:
T: https://twitter.com/LeebPhd
W: https://www.stephenleeb.com/
FB: https://www.facebook.com/StephenLeebPhD
LI: https://www.linkedin.com/in/drstephenleeb/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
One of the best places to start investing is in an index fund. Robert Farrington from the College Investor explains what an index fund is.
"That's really the name of the game it's not about what you invest in it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."
Here's links to find out more about Robert Farrington:
https://thecollegeinvestor.com/
https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa
https://www.youtube.com/c/thecollegeinvestor
T: @rrobfarrington
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Every company was a start-up at one stage. Tom Britton is the cofounder Syndicate Room, a fund that invests in startups. Tom grew up in Los Angeles and, thanks to his Scottish-born father, was always interested in trying to make a career out of playing football. He moved to Edinburgh in 2006 to pursue this goal and played in the lower leagues for three years, during which he added two league titles to his collection.
"When you're investing in startups, you're effectively waiting for the company to either sell out or list on a market or go bust, which is how it works with startups."
Syndicate Room is an innovative fintech company made up of data-scientists, investment professionals and marketers. They have indexed the startup market in and track several million data points. Their data has led to the development of a co-investment fund that deploys alongside a group of “Super Angel” investors who, at a minimum, achieve ~30% year on year portfolio. A relatively young company but fast-growing, their investment portfolio is diverse and impressive.
Twitter: @SyndicateRoom
Facebook: @Syndicateroom
LinkedIn: SyndicateRoom https://www.linkedin.com/company/syndicate-room/
Soundcloud: SyndicateRoom https://soundcloud.com/angelinsights
Website: here. https://www.syndicateroom.com/about
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
"The first time you put $1 in the stock market you're probably not going to get $100 back immediately. But if you take that dollar and you add more dollars to it, and then you continue to invest, through dollar cost averaging and on a consistent basis, and then you have a compounding effect which means that your money starts working for you."
Codie Sanchez is a former mutual fund manager at Goldman Sachs and a consultant to Facebook, Apple, and Amazon. She earned her MBA from Georgetown University and received her Ph.D. from FGV in Brazil. She is an investor, speaker and business builder. She is a partner at Entourage Effect Capital, one of the first Growth Equity funds in the legalized cannabis space.
Here are links to Codie if you want to find out more
https://www.codiesanchez.com/
https://www.instagram.com/codiesanchez/
https://contrarianthinking.substack.com/
https://twitter.com/codie_sanchez
https://www.linkedin.com/in/codiesanchez/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corporation Visiting Committee and a motivational speaker for Speakers for Schools.
"The truth is that everybody should be thinking about [risk and return] because you know we all get older and we all eventually retire and we all need our pot of money to live on in retirement so the younger you start, the better off you are and the bigger your little pot of money starts to grow into a reasonable pot of money."
Find out more about Terri at https://www.terriduhon.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth.
"What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate of return 10% a year, you are going to be solid by the time you're getting close to retirement, and, if you start this whole process when you're 20 years old 22 years old, you're going to be solid by the time you're 35. That's really the name of the game. It's not about what you invest in, it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can."
Thanks for the wonderful conversation, Robert. Here are some links:
https://thecollegeinvestor.com/
https://open.spotify.com/show/2WtF5XvOdiNNLSXbkPmvLa
https://www.youtube.com/c/thecollegeinvestor
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Have you ever felt confused about those price charts that you see in the news? In this Quick Tip Benjamin Blakeman, The Oracle on Wilshire explains the basics of candlesticks and Bollinger Bands. Here are some more resources if you want to take it further:
https://oracleonwilshire.com/
https://www.bollingerbands.com/
https://www.investopedia.com/trading/candlestick-charting-what-is-it/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Casey Stubbs is a 9 ½ year United States Army Veteran and married father of nine. He is a leader in his local church and a successful business owner and trader. Casey is dedicated to helping people from all walks of life fulfill their financial dreams, while also achieving financial freedom.
"The best foundational thing I can tell people, even before they get into the market is to watch your money very closely. Keep a spreadsheet, track all of your expenses, and then try to find a way to make your money work for you. Because if you realize that money is just a tool, then you can save it, and then use it to your advantage."
Find out more about Casey:
FREE Dream Trades Seven-Day Challenge can be found at DreamTrades.com
· Website: https://caseystubbs.com
· Website: https://tradingstrategyguides.com
· YouTube: https://www.youtube.com/TradingStrategyGuides
· Twitter: https://www.twitter.com/caseystubbs
· Facebook: https://www.facebook.com/TradingStrategyGuides
· LinkedIn: https://linkedin.com/in/caseystubbs
· Newsletter: https://financeandmarkets.com/
Subscribe to How To Trade It Podcast
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Companies are not just ticker codes They're real living, breathing entities. Their financial information is freely available and helps you to understand the business. Learning how to read them will make you a better investor. In this Quick Tip, Eric Schleien from Granite State Capital talks about the why and some tips on reading company financials.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
It's the story that's taken the headlines away from Presidents and Pandemics and proved that price is the only truth in markets. I spoke with Enrique Abeyta after certain brokerage firms suspended trading in GME, AMC and other stocks caught up in the great Wall Street Wolf Hunt. As Enrique says: "There is only one truth in markets – price. Everything else is just opinion." I hope you enjoy these pungent and strident views from a former wolf turned owner of heavy metal and tatt mags.
More on Twitter: @enriqueabeyta & @hardmoneymag
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
"When you invest in the S&P 500 index fund you’re making a passive bet on the long term future and growth of large American businesses. You’re buying Apple but you’re also buying the 499 other largest businesses."
Nick McCullum is the Director of Growth at Passiv and The Finance Data Science Guy. We chatted about long-term passive investing and an overview of algorithmic investing.
Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build a passive investment strategy.
https://passiv.com/
T: @NickJMcCullum
https://nickmccullum.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
How do you choose your first stock market investment? Doug Morris the CEO of Sharesightoffers some tips about making that first stock purchase.
- Find a company that you know well
- A well established company that has been around for a long time
- Have a look at analyst reports of the company and see if they are pointing to a higher price in the future
- Purchase the minimum amount and never any amount that you can't afford to lose
- Once you own it read and research everything you can as a way of learning how companies are valued
- Be prepared for the stock to drop after you purchase it. It will prepare you for losses and handling the psychology of investing
- Keep learning
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
"The problem is you have a lot of these young people in Robin Hood, and they're putting $50 on red, hitting red and think oh I'm really smart. so next time we'll put $1,000 on red. And the problem is when you're gambling and speculating at some point that comes back to bite you in the ass."
Eric Schleien is the CEO and founder of Granite State Capital Management, the host of the Intelligent Investing podcast, the CEO of Wyoming Warehousing & Safe Deposit Company, and founder of the Proxy Activism Project where he invented a new form of shareholder activism. He's also a partner and co-founder of Transformational Leadership Associates.
Eric talks about his investing journey, how he values companies and how your advantage over the highly paid managers on Wall St. It was a great pleasure meeting him.
Here are links to all things Eric.
Granite State Capital Management: https://www.gscm.co/
Personal Site: https://ericschleien.com/
Eric's Book Principles Of Power: The Art & Wisdom Of Badassery: https://www.amazon.com/Principles-Power-Art-Wisdom-Badassery/dp/0578798964/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
Twitter: https://twitter.com/EricSchleien
YouTube: https://youtube.com/c/ericschleien1
Instagram: http://instagram.com/ericschleien
The Intelligent Investing Podcast: https://ericschleien.com/podcast/
The Eric Schleien Podcast: https://www.ericschleienpodcast.com/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
Stephen Clapham is the Founder of 'Behind the Balance Sheet'. Stephen also just recently wrote a fantastic book called "The Smart Money Method" which has just hit the stores. We discuss accounting and how the balance sheet gives the greatest clues to the quality of your investments and how to identify great companies by recognising the ones that you personally like and use.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
"Value investing is a death cult, it’s like cigarettes, based on negative information and playing to your fears, no value stock ever went up cause it was cheap it went up because it grew. They talk about Warren Buffett as a value investor but companies such as Coke and Apple have grown massively, so he is finding cheap growth stocks rather than value investing on its own."
Salty advice from the highly inked and rock-infused financial writer, hedge-funder and digital media mogul, Enrique Abeyta. There's much more great advice in this episode and a tribute to Malcom Young from AC/DC.
Enrique Abeyta is an Editor working for Empire Financial Research and Whitney Tilson https://www.empirefinancialresearch.com
He is also the co-founder and CEO of digital media and e-commerce company Project M Group LLC. Project M Group (founded in 2017) identifies large genres with passionate and highly engaged enthusiasts and then acquires digital media properties in those areas. Project M is the owner of both the #1 brand in tattooing (Inked Magazine) as well as the #1 brand in rock/metal music (REVOLVER Magazine). Enrique has been responsible for all aspects of the business including it’s creation, fund-raising, hiring, operations and business development.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
“It always seemed to me to be much too difficult to analyse the fundamentals of whatever it was that you were trading, because there would always be people that knew so much more than could ever possibly know, and what they knew would somehow be reflected in the trading in the chart and you could see that.” Benjamin is a lawyer, stock trader and publisher of the newsletter The Oracle on Wilshire. A technical analyst he uses trends and patterns to determine movements in the stock market. His curiosity in financial markets began with the severing of the US dollar from the gold standard in 1971 by Richard Nixon sparking a fascination with commodities markets. Benjamin has previously worked as a financial adviser, and currently works as a lawyer with four decades of experience in life insurance litigation he is considered one of the preeminent lawyers in his field.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
With interest rates at historic lows, where can investors put their cash? Older investors need steady income and younger investors may be saving money for a home, education or family. Either way this portion of your capital needs to be deployed in a way that is not subject to stock market ups and downs. Mark Mitchell is a Director of Daintree Capital, a boutique investment management company specialising in building fixed income credit portfolios.
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
Siddharth and I got together to chat about his non-traditional path to co-founding Ironhold Capital, a value based hedge fund based in Manhattan, New York that gives investors access to investment opportunities available in India as well as the US. Siddharth explained his methodology for finding companies that not only offer value, but are attractively valued.
He worked as the Lead Equity Research Analyst for Capital Ways Financial Advisors where he applied value investing principles to emerging markets of India. Siddharth also holds a Masters in Global Finance from Gabelli School of Business, Fordham University. He has been featured in leading business journals such as Business Insider and Wealth Advisor.
Link to blog post:
https://www.stocksforbeginners.net/blog/ironhold
Ironhold Capital has its own podcast, Leaders in Business and Investing which you can access here - https://podcasts.apple.com/us/podcast/leaders-in-business-and-investing/id1502466790
For more information about Ironhold follow this link: https://www.ironholdcapital.com/home
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
I really enjoyed chatting with Leon Wilfan. We talked about managing risks in markets, not treating investing like a casino and the kind of research and hard work that's necessary to make informed decisions about buying stocks. We also looked at managing risk and true diversification into real estate, bonds and gold.
Leon is the Chief Investment Strategist for Lahardan Financial. In his early 20s, Leon started a career in real estate, working alongside his father to learn the principles of value investing. After five years, he took a break from his career to pursue an MBA degree at the prestigious Vienna University of Economics and Business. Leon’s investment approach is conservative and geared toward low-risk, high-reward opportunities. Lahardan Financial sets out to provide readers with sound, secure, and profitable investment ideas.
Link to blog post:
https://www.stocksforbeginners.net/blog/lahardan
Lahardan Financial can be found here: https://lahardanfinancial.com/about/
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed. It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs I'm joined by Daniel Reyes who is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. He's explaining the development of ETFs, actually meeting Jack Bogle over peanut butter and jelly sandwiches and more insights into how the stock market works.
Link to the blog post:
https://www.stocksforbeginners.net/blog/vanguard
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.
See acast.com/privacy for privacy and opt-out information.
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:
- The history of Sharesight and how it works
- His previous career at Morningstar and an insight into analysis
- Benchmarking your portfolio against a broader market index
- The tax treatment of ETFS and those gnarly statements
- Reducing costs
- Annualised performance and how this can help your investing
Link to the blog post:
https://www.stocksforbeginners.net/blog/sharesight
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
See acast.com/privacy for privacy and opt-out information.
I interview industry experts so you'll learn what to do, what to ask and - importantly - how not to lose money.
I'm just like you:1. I want to make money from the stock market
2. I find the terminology confusing
3. I want to be able to make informed decisions
Let's learn together on Stocks for Beginners
Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.