Episode 493

MI Rewind: Studying Financial History w/ Ken Winans

Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

May 5, 20231h 6m

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Show Notes

Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment.

14:34 - Ken’s approach to constructing a portfolio for his clients.

32:20 - Why January is often an indicator of how the market will perform throughout the year.

39:05 - Ken’s thoughts on holding bonds in the current market environment.

44:15 - Whether TIPS are a wise investment instead of bonds.

59:01 - The biggest mistakes Ken sees in the clients he has worked with.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Ken’s website.
Check out Ken’s articles on Forbes.
Check out Ken’s books.
Benjamin Graham’s book The Intelligent Investor.
Robert Edwards’ book Technical Analysis of Stock Trends.
Related episode: Listen to MI115: Young Investors Getting Started w/ Kelly Lannan, or watch the video.
Related episode: Listen to MI131: Richer, Wiser, Happier w/ William Green, or watch the video.

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SPONSORS

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Connect with Ken: Website | LinkedIn

Connect with Clay: Twitter

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