Stocks for Beginners

“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/sharesforbeginnersDisclosure: 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.

"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 DISTRESSINGStocks 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 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 Brode talks 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/brodeHere's a link to Gary's report: https://www.deepknowledgeinvesting.com/post/the-depth-report-online-education-coursera-cour-and-2u-twouPortfolio 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/sharesforbeginnersDisclosure: 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.

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/kaufmanAnd 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/sharesforbeginnersDisclosure: 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.

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/morningstarPortfolio 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/sharesforbeginnersDisclosure: 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.

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/ungerContact 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/sharesforbeginnersDisclosure: 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.

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/resourcesBlog Post for this episode: https://www/stocksforbeginners.net/blog/sorfisPortfolio 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/sharesforbeginnersDisclosure: 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.

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/sharesforbeginnersDisclosure: 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.

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/huntervalueLinkedIn: 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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_KielLinkedIn: https://www.linkedin.com/in/stevenkiel/Website: https://www.arquitos.com/Instagram: #stevenkielYoutube intro video: https://youtu.be/ImzleyB8gicPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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 & 7investingTwitter:@worstideas7@7investingLinkedIn: https://www.linkedin.com/company/7investing/Facebook:https://www.facebook.com/7investing/Instagram:@7investingDaniel 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/chewyPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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-198b0811aHunter Twitter: https://twitter.com/AllemandHunterMoriah 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/biogenClick here to find out more about Ironhold Capital https://www.ironholdcapital.com/homeTHIS 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 VALUEDPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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-acknowledgingriskineveryinvestmentdecisionFind 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/id1343352399Here's more links to get in touch with John:https://johnlsmallwood.com/https://twitter.com/JohnLSmallwoodhttps://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/sharesforbeginnersDisclosure: 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. 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.  "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/homehttps://www.linkedin.com/company/ironholdcapitalPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/GondeckJrTLG LinkedIn: https://www.linkedin.com/company/the-lerner-groupTLG Twitter: https://twitter.com/TheLernerGroupTLG Facebook: https://www.facebook.com/TheLernerGroupCompany website: lerner.hightoweradvisors.comPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sixparkauhttps://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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/LeebPhdW: https://www.stephenleeb.com/FB: https://www.facebook.com/StephenLeebPhDLI: 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/2WtF5XvOdiNNLSXbkPmvLahttps://www.youtube.com/c/thecollegeinvestorT: @rrobfarringtonPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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: @SyndicateRoomFacebook: @SyndicateroomLinkedIn: SyndicateRoom https://www.linkedin.com/company/syndicate-room/Soundcloud: SyndicateRoom https://soundcloud.com/angelinsightsWebsite: here. https://www.syndicateroom.com/aboutPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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 morehttps://www.codiesanchez.com/https://www.instagram.com/codiesanchez/https://contrarianthinking.substack.com/https://twitter.com/codie_sanchezhttps://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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/2WtF5XvOdiNNLSXbkPmvLahttps://www.youtube.com/c/thecollegeinvestorPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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 & @hardmoneymagPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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: @NickJMcCullumhttps://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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.

How do you choose your first stock market investment? Doug Morris the CEO of Sharesight offers some tips about making that first stock purchase.Find a company that you know wellA well established company that has been around for a long timeHave a look at analyst reports of the company and see if they are pointing to a higher price in the futurePurchase the minimum amount and never any amount that you can't afford to loseOnce you own it read and research everything you can as a way of learning how companies are valuedBe prepared for the stock to drop after you purchase it. It will prepare you for losses and handling the psychology of investingKeep learningPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/EricSchleienYouTube: https://youtube.com/c/ericschleien1Instagram: http://instagram.com/ericschleienThe 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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.comHe 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/ironholdIronhold 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/id1502466790For more information about Ironhold follow this link: https://www.ironholdcapital.com/homePortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more 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/lahardanLahardan 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/sharesforbeginnersDisclosure: 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. 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 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/vanguardPortfolio 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/sharesforbeginnersDisclosure: 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. 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 worksHis previous career at Morningstar and an insight into analysisBenchmarking your portfolio against a broader market indexThe tax treatment of ETFS and those gnarly statementsReducing costsAnnualised performance and how this can help your investingLink to the blog post:https://www.stocksforbeginners.net/blog/sharesightPortfolio 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/sharesforbeginnersDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.