InvestED: The Rule #1 Investing Podcast

This week Danielle talks to Kelly Hultgren of HerMoney Media. Kelly is a journalist and podcaster based in New York City, covering personal finance and entrepreneurship. Since 2013, she's been reporting and producing for Jean Chatzky, the longtime financial editor for the NBC TODAY show. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

“What makes a stock market dangerous is the fear and emotion that it creates when it drops.” - Phil Town How do you invest safely in a dangerous stock market? This week we dive into what makes the stock market so dangerous. In the long run, the stock market will rise again and your investments, especially if you own wonderful businesses, will come out ahead down the road somewhere. Unfortunately, what makes it dangerous is that somewhere down the road has been as long as 26 years. We also discuss the problem with interest rates on bonds and why they’re actually dropping when they should be going up. Why are people buying 30-year bonds for such low-interest rates? Because they want to lock in a good retirement or a decent rate of return in what may well be the next giant depression. For show notes and more information, visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we discuss why index investing isn’t really speculating because you’re betting on the US to be more prosperous in 10 years than it is today because indexes parallel the US stock market. We talk about what makes the US a good economy (and stock market) to bet on. We analyze the United States using the 4Ms of investing. We discuss why the average PE Ratio of the S&P 500 for the last 100 years has been about 15. Finally, we talk about how recessions typically cycle and what’s going on with the Federal Reserve. Let’s dive into what’s going to happen 2019, if we’re headed for a recession, and the state of the market. For show notes and more information, visit investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today is Christmas Day and we wanted to extend a special thank you to all of our listeners and Rule #1 Family. We're looking forward to all of the things that 2019 is going to bring us. We'll resume the podcast on January 8th 2019 to enjoy the holidays and spend time with family. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s podcast, we talk about the essence of investing we also talk about Canadian Cannabis stocks and how easy it is to get burned by bad management. For show notes and more info visit investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we analyze what has happened in the year since Amazon and Whole Foods merged. We made a few predictions about what would happen, and today we want to discuss them. For show notes and more information, visit investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we discuss the Amazon & Whole Foods deal and the strength of having a brand Moat. For show notes and more information visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode, we’ll discuss the importance of the circle of competence and that you should be careful about investing in anything that you don’t have a great understanding of. We also talk about what you should avoid as an investor. For show notes and more info, visit ruleoneinvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week’s episode, we discuss a few dirty truths about the financial services industry and why it’s impossible for financial advisors to grow your money as well as you can. We also talk about the fundamentals of Rule #1 Investing and why most financial advisors can’t do it. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we discuss, “The Why”. “The Why” is the reason people invest in stocks as the best way to grow their wealth. We discuss investing as the only way a person can buy “compounding machines” that consistently make you money over time and beat inflation. For show notes and more information, visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

We filmed this special episode for our listeners, live from my Rule #1 Investing workshop recently in Peachtree City, GA! Tune in as we answer questions from workshop attendees and give you our candid perspective on everyone’s most pressing questions! For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’re wrapping up Owner Earnings for Fiat Chrysler. Is this company on sale? We also talk about why you shouldn’t always trust what the analysts think of a company. For show notes and more info visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of InvestED, we talk about owner earnings when valuing a business. We take a look at Sears (SHLD) and how looking at owner earnings could have saved shareholders a lot of money. Then we take a look at Fiat Chrysler (FCAU) and try to understand the company by using owner earnings. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED we discuss how to research and find Capital Expenditures for a company. We talk about Grand Canyon University, talk about how to find a 10-K, and where to look for CapEx. Phil also shares his calls with investor relations departments. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we dive deep into the next phase of our owner earnings calculations: Net Change: Accounts Receivable and Net Change: Accounts Payable. We will try to clear the air as to why this calculation is so important and why generally accepted accounting principles are to be guarded against. For show notes and more information visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’ll dig deeper into last week’s topic of Owner Earnings. We will go over the formula we lay out in our book Invested. We will explain what to look for and why some numbers are not what we think by dispelling misconceptions about generally accepted accounting principles. For full show notes visit https://www.ruleoneinvesting.com/podcast/. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED we’ll address the long-awaited topic of owner earnings. Using our book Invested, we will break down how to calculate owner earnings so we can decide what price we should be paying for a company. In proper Invested-fashion, we’ll also be shooting down misconceptions about issues like generally accepted accounting principles. For full show notes visit https://www.ruleoneinvesting.com/podcast/. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’ll take a step back and remind ourselves how and why we practice investing the way that we do in Rule #1 Investing. We’ll take a look at the recent controversial Nike ad and what it means for their bottom line. For full show notes go to https://www.ruleoneinvesting.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we are discussing our Amazon Author’s Fishbowl interview, which is now available on our show notes. We’ll talk about what our Amazon trip tells us in the context of the Rule #1 style of investing. This week we’ll take some hypothetical numbers, do some math, and show how Rule #1 investing benefits our investing practice. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we’ll be discussing the impact inflation has on our investing practice. This week we’re also talking about Buffett’s solutions for “little guy” investors and how we can set ourselves apart from others through our investing education. For show notes and more info, visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on the InvestED we’re returning to our discussion of the investing perspectives of Mohnish Pabrai, specifically focusing on owner earnings. We’ll talk about what owner earnings can tell us about a business, and we will discuss the pros and cons of utilizing owner earnings when determining if you are buying a wonderful company. For show notes and more information, visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Diving deep into our first InvestEd Book Club title, Investing Between the Lines, Danielle interviews author L.J. Rittenhouse. We explore what brought Rittenhouse to begin analyzing companies based on CEO communications and we’ll talk about what exactly we should be looking for when reading shareholder letters. For more information, visit investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on InvestED we’ll continue our conversation about Mohnish Pabrai. We focus on Investing Checklists like those of Pabrai, Munger and others, and we will talk about the importance of utilizing them when seeking out wonderful businesses on sale. For show notes and more information, visit investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’ll continue talking about Mohnish Pabrai’s investing strategies. We’ll discuss how everyone can benefit from the principles that great investors follow. Danielle gives us a few quotes that shed light on the importance of Rule #1-style investing. For show notes and more information please visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information please visit www.investedpodcast.com This week we’ll continue discussing the investing perspectives of the greats, specifically Mohnish Pabrai. While Pabrai is certainly a Rule #1 style value investor, we will explore how his style differs from his peers Charlie Munger and Warren Buffett. We’ll talk about international trade and how to ensure that you understand the companies you are buying. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com On this week’s episode we talk about different value investors, namely the greats like Charlie Munger and Warren Buffett, and how they’ve given way to other incredible value investors like Mohnish Pabrai. We’ll learn why Munger actually invited Mohnish up on stage at his annual meeting and we’ll talk about how Pabrai’s investing contrasts with his fellow value investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com In this episode, Danielle gets started on the long-awaited InvestED Book Club! This week Danielle introduces our first book, “Investing Between the Lines” by L.J. Rittenhouse and reinforces the importance of always continuing our learning. BONUS: This week Danielle lets us listen in on an interview she had with the author, L.J. Rittenhouse. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Danielle takes the wheel and interviews Certified Financial Planner and best selling author, Bobbi Rebell. Danielle and Bobbi discuss growing up in investing families and talk about how important it is to impart the wisdom of investing to younger generations. Danielle quizzes Bobbi, and the pair talk about the importance of learning and research in the investing world. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week on Invested, Danielle guides us through a review and clarification of our options talk from last week. We’ll be talking about how the investing greats use options to protect their profits, and Danielle explains why she’s not worried about the recent Chipotle call. We’ll top it all off with a little input from the listeners. Learn more about your ad choices. Visit megaphone.fm/adchoices

After much anticipation I finally delve into put and call options and Danielle helps make sense of it along the way. We talk about why options may not be as risky as they seem, why doing your homework is important, and why Danielle got into burritos. As usual, we’ll talk about the greats like Charlie Munger and Warren Buffet, and how we can invest like them. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’re back to burritos. We’ll talk a bit about Options from the viewpoints of the greats and give a bit of an introduction to next week’s discussion of Options. I remind Danielle that you need to walk before you can run, and she reminds me of her investing-based childhood. We’ll also delve into the different types of investing and the different types of investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week I joyously conclude my discussion of Technical Indicators. Danielle seems to find a way to get me to admit the pros of Technical Indicators, and I will let you in on why those pros aren’t enough for a Value Investor. We’ll be wrapping up with a discussion on the Stochastic indicator, and can’t wait to start new next week. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we’ll talk Nobel Prize winners, ETFs, and Danielle attempts to direct me toward finishing our discussion on technical indicators. In this episode, we will focus on the technical indicators, the MACD and Stochastic, and tell you a little bit about what type of investors use which indicators. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week Phil shares a few of Charlie Munger’s lesser known secrets on how to build a great investment portfolio. Join us as we dive in on gurus, cannibal companies, and valuable spin-offs that can take your returns to the next level. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com It may have taken us a few weeks to get there, but Danielle is persistently reminding me to discuss technical indicators. This week tune in as we go over the moving average and what it means, next week we will cover 2 more indicators that may be useful. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com Join us as we have the pleasure of sitting down with author and Queen of Candor, Laura Rittenhouse. We are coming to you live after the Berkshire Hathaway Annual Meeting to talk about how to separate the average management from the great when reading annual shareholder letters. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com We are coming to you this week to discuss the wonders of Chipotle and why it is so important to be present during quarterly earnings calls for the companies you own. We are also announcing some exciting meet & greet opportunities coming up this weekend! Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com We are back and better than ever coming to you to discuss different types of trading, finishing up our discussion on intrinsic value, and a little about what’s happening in the market including Tesla. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we continue our talk about when to sell and when to get out of the market. Today you’ll learn how to ensure that when the stock market corrects, you have enough value to be able to invest and capitalize on the situation. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we continue our discussion about timing in the marketplace, how Warren Buffett strategizes his long-term and short-term investments, and how to determine intrinsic value when buying and selling. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com Normally on the podcast, we talk about how Warren Buffett, Charlie Munger and the best investors in the world invest….except for today. In this episode, we’re going talk about how we can take advantage of the fact that we’re nimble investors and dive into some stock market indicators that let us know when it might be time to get out of the market. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you live from New York in the HarperCollins studio for the last time today and we are discussing the current market. Tune in as we review the key market indicators both Phil and Danielle use to make their investing decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com Join us live from the HarperCollins studio in NYC as we celebrate the release of our new book today and share some of the highlights from the day. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we briefly go over this morning’s Facebook drop in the market, before we dive right into Blue Apron’s evaluation. You won’t want to miss this episode if you want a step by step guide for looking into a company of interest. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com Much to Danielle’s surprise, I have been using and enjoying a personal styling service called Stitch Fix. It was time to take a closer look to see if this company can stand the test of time. Tune in as Danielle and I dive into researching companies that you love and how to do it. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we have a special guest, Sheri Salata, on the show to discuss radical self-care, finding happiness, and defining your own story. Sheri, Danielle, and Phil delve into integrating consciousness into everyday life to be the best version of yourself. This is the episode you all don’t want to miss. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we discuss current money management acquisitions and cutting-edge investing practices with Amanda Steinberg, the founder of DailyWorth. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This is the episode you all don’t want to miss - we are announcing our Invested pre-order giveaway and prizes! We will also go over some of the most expensive errors you can make as an investor. Don’t miss this one, folks! Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com This week we have something special for you as we welcome Dawa Tarchin Phillips on the show to discuss mindfulness as a tool to become a successful investor. Join us as we dive into the often undiscussed emotional side of investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

For show notes and more information visit www.investedpodcast.com We are back this week to discuss board members, election timing, and how CEO’s use this to their advantage to influence particular agendas that go on in big business. Tune in and join us for another great episode of InvestED! Learn more about your ad choices. Visit megaphone.fm/adchoices