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December 3, 2019
In this week’s episode of InvestED, Phil and Danielle discuss the recent news regarding TD Ameritrade and Charles Schwab. Phil and Danielle also announce a contest... listen to the show for details! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
November 27, 2019
Bankruptcy doesn’t happen overnight - it’s a long time coming. PG&E (Pacific Gas and Electric) is the company that Phil and Danielle discuss and its recent file for bankruptcy. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
November 19, 2019
In this episode, Phil and Danielle answer another “Quick Questions with InvestED” left by a listener of the podcast. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
November 12, 2019
Some investors don’t pay attention to this little detail, but as Rule #1 investors, it’s something that matters the most… Management! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
November 6, 2019
This week on InvestED we discuss how to find CEOs and management with integrity and talent. For show notes and more information visit investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
October 29, 2019
For show notes and more information visit www.investedpodcast.com. In this episode of InvestED, Phil returns and Danielle announces exciting news about her new course, Mostly Invested. Learn more about your ad choices. Visit megaphone.fm/adchoices
October 22, 2019
For show notes and more info visit, www.investedpodcast.com. In this episode of InvestED, Danielle learns more about how Vitaliy got involved in investing, and how he got to the level of success he’s at now. Learn more about your ad choices. Visit megaphone.fm/adchoices
October 15, 2019
This week on InvestED Danielle meets Vitaliy Katsenelson, CEO of IMA Financial Group in Denver, Colorado and author of “The Little Book of Sideways Markets.” A fantastic long-term investor, Vitaliy grew up in Soviet Russia and has a fascinating story to share around how he achieved the success he has now. Learn more about your ad choices. Visit megaphone.fm/adchoices
October 8, 2019
On this week’s episode of InvestEd, Danielle welcomes a very special guest, Veronica Dagher. Veronica is the host of the podcast “Secrets of Wealthy Women”, a successful Wall Street Reporter, and author of her new book, “Resilience”. For show notes and more information visit www.investedpodcast.com.Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1, 2019
This week Phil and Danielle continue their conversation on famous investor, Michael Burry and his opinion on index funds. In this episode of InvestED, they dig deeper as to why there could very well be a larger problem on the rise in the US market.Learn more about your ad choices. Visit megaphone.fm/adchoices
September 24, 2019
For show notes and more info visit investedpodcast.com. This week on InvestED, Danielle and Phil discuss investing circumstances that have created economic downturn in the past, as well as what we think could potentially result in the next big crisis.Learn more about your ad choices. Visit megaphone.fm/adchoices
September 17, 2019
For show notes and more information visit www.investedpodcast.com. It’s normal to feel unsure when it comes to investing your money. This week on episode 231 of InvestED, Phil and Danielle talk about their investing beginnings and the common feelings that came with learning Rule #1 investing when they both started investing.Learn more about your ad choices. Visit megaphone.fm/adchoices
September 10, 2019
For show notes and more information, visit investedpodcast.com. Today on InvestED Phil and Danielle expand on their discussion of Warren Buffett and his achievements as he continues to inspire many to follow in his footsteps.Learn more about your ad choices. Visit megaphone.fm/adchoices
September 3, 2019
For show notes and more information, visit www.investedpodcast.com. Warren Buffett is living proof that it is possible for an ordinary person of ordinary intelligence to invest and have low risk and high returns. On this week’s episode of InvestED, we celebrate Warren Buffett’s 89th birthday and commemorate all of his successes.Learn more about your ad choices. Visit megaphone.fm/adchoices
August 27, 2019
For show notes and more information, visit www.investedpodcast.com. It is possible as an investor to get high returns without high risk? That’s the basis of Rule #1 Investing. In this week’s episode, Phil and Danielle explain the difference between being an investor and being a speculator as well as how important it is to really understand what you own.Learn more about your ad choices. Visit megaphone.fm/adchoices
August 20, 2019
For show notes and more information, visit www.investedpodcast.com. This week Phil and Danielle finish up the final episode of a four-part series on buybacks. A significant question that arises during their conversation is whether or not buybacks are driven by a lack of integrity with management. The resulting answer is, unfortunately, more often than not.Learn more about your ad choices. Visit megaphone.fm/adchoices
August 13, 2019
For show notes and more information, visit investedpodcast.com. Phil and Danielle continue their four-part series on buybacks in this episode of InvestED. They use common situations to illustrate exactly what a buyback is and what occurs when a company buys back its shares of stock. Companies distribute shares such as a pizzeria selling pieces of a pie, issuing slices of its ownership when it becomes public. When a company retires two pieces of its pizza pie by buying them back, what then happens to the remaining slices? The discussion proceeds as Phil and Danielle explain why companies decide to buy back shares with their extra money. They explain why companies bother with buying back their shares, and additionally cover the 4 basics of what a company can do with its extra money.Learn more about your ad choices. Visit megaphone.fm/adchoices
August 6, 2019
This week Phil and Danielle continue their conversation by talking about companies using their extra money to buy back their own stock. The conversation shifts when they discuss varying choices that companies make when board members want to retain or increase their control.Learn more about your ad choices. Visit megaphone.fm/adchoices
July 30, 2019
For show notes and more info visit www.investedpodcast.comThis week, Phil and Danielle talk about companies using their extra money to buyback their own stock.Phil also talks about what a company being “too hard” means. A company is too hard when you can’t understand it, you can’t predict where they’re going to be in 10 years, or even companies you can’t figure out what they’re worth. Keep it simple. If there’s something about a company that you can’t understand, it’s simply, too hard.Here are a few options that companies have to do with their extra cash. They can issue dividends, which many companies do. They can buy back their own stock and they can just keep it and you use it for acquiring other companies or putting extra money into growing the company.Learn more about your ad choices. Visit megaphone.fm/adchoices
July 23, 2019
For show notes and more information visit www.investedpodcast.com.This week Phil and Danielle continue their From the Vault series and reintroduce Justin’s Nut Butter. In this episode, they go through a brief history of Justin’s Nut Butter, discuss how to evaluate a company for investing, and explain how to “dig your canyon.”Learn more about your ad choices. Visit megaphone.fm/adchoices
July 16, 2019
For show notes and more information, visit www.investedpodcast.com. This week, Phil and Danielle continue their discussion of Tesla. They jump into the definition of short selling a stock and why people are shorting Tesla right now. Phil explains what a short sell is and when someone might think about shorting a stock. Phil talks about why it’s very difficult to be a short seller because, not only do you have to be right about the stock, but you have to be right and get the timing perfectly.Learn more about your ad choices. Visit megaphone.fm/adchoices
July 9, 2019
For show notes and more information, visit investedpodcast.com. This week we talk about what’s going on with Tesla and Elon Musk right now. Phil talks about a big problem for Tesla. Competition, disruption, and innovation. By the year 2022, there are expected to be over 200 electric cars on the market. That’s just 3 years from now. It’s a little scary that Tesla is running hard into the teeth of competition that’s been built on it’s back. Learn more about your ad choices. Visit megaphone.fm/adchoices
July 2, 2019
This week, we're continuing our From the Vault series here with one from the beginning of 2019, when we talked about the risky market that we're in. Things really haven't changed much in the past 6 months. Check it out and see what you think. Happy Fourth of July. For show notes and more information, visit investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
June 25, 2019
Almost two years ago, Phil and Danielle talked about Tesla, its inner workings and the ups and downs in the stock price. They also talked about whether or not its stock price has anything to do with its actual value as a company. Now Tesla is back in the news for having been again, up and down, and the same questions are still out there. Let’s play this one from the vault.For show notes and more info visit investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
June 18, 2019
This week, InvestED welcomes John Assaraf to the show. John is one of the leading mindset and behavioral experts in the entire world. He's been on Larry King Live and Anderson Cooper, the Ellen Show. He's built five multimillion dollar companies, written multiple New York Times best-selling books and, he's been in eight movies including the Secret. He's the founder and CEO of Neurogym, which is a company that uses the most advanced technologies and brain training methods to help people unlock and ignite their fullest potential. In today’s episode, they discuss John’s new book, Innercise, and how brain training relates to investing and money.John talks about how fear often times holds people back from investing. Fear is associated with risk, potential pain and suffering, and going backward. The opposite side of that is, all of the rewards that come with making money, doing the right things, and seeing the gains and benefits. It's almost like a brake and gas system of a car, you need both, and you can use both. Once you learn how to use both you can get moving.John talks about how to turn your fear into fuel and harness your full potential. He talks about how you can do ‘innercises’ to strengthen your core neuro muscles and goes over a few techniques to stay calm and increase your awareness of your thoughts, feelings, and emotions. Especially when it comes to being scared of losing money.To learn more about Innercise and John Assaraf visit IgniteMyBrain.com.Learn more about your ad choices. Visit megaphone.fm/adchoices
June 11, 2019
This week, Phil and Danielle continue their discussion of Warren Buffett quotes.Warren Buffett Quotes from this Episode“A great investment opportunity occurs when a marvelous business encounters a one time huge, but solvable problem.”A marvelous business has a very specific definition, it's one, that you can look into the future with a pretty high degree of certainty about this company being more productive and bigger than it is today. And by the future, I mean, five to 10 years out. These types of businesses don’t go on sale often.It's a very specific kind of problem that Buffett is talking about here. It is, number one, one time, it's going to happen one time. And number two, they are going to solve it, no question about it. Those two things have to go together.“We believe that a policy of portfolio concentration may well decrease risk, if it raises as it should both the intensity with which the investor thinks about a business and the comfort level he must feel with his economic characteristics before buying into.”Here, Buffett is saying, if you focus on a few things, where you have a very high comfort level or very high level of certainty, that's what takes your risk down.“Overall, we've done better by avoiding dragons than by slaying them.”If you're looking to reduce risk, you're not going to go out there and acquire huge companies with problems just because they’re cheap.“It is optimism, that is the enemy of the rational buyer.”“The business schools reward difficult complex behavior more than simple behavior. But simple behaviors more effective.”“Be fearful when others are greedy and be greedy when others are fearful.”For show notes and more information, visit www.investedpodcast.com.Learn more about your ad choices. Visit megaphone.fm/adchoices
June 4, 2019
This week, Phil and Danielle talk about a book called My Warren Buffett Bible written by Robert L. Bloch. Robert Bloch’s father was Henry Bloch who started H&R Block. Phil talks about the “practice” of investing as something that you can really love. Investing doesn’t have to be hard or stressful. You can enjoy the practice of research and find joy in what you’re doing. They also talk about the gigantic brand Moat that Disney has built as well as the problem with large companies with a lot of debt.Warren Buffett Quotes from this Episode“Someone sitting in the shade today because someone planted a tree a long time ago.”“To swim a fast hundred meters, it's better to swim with the tide than to work on your stroke.”Next Week: “A great investment opportunity occurs when a marvelous business encounters a one time huge, but solvable problem.”If you want to hear some great quotes from the Oracle himself, visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
May 28, 2019
For show notes and more info visit www.investedpodcast.com.“The advice, buy and hold, is very good advice, as long as hold means 40 to 60 years.” - Phil TownThis week, Phil and Danielle talk about parents buying stocks for children. She has a couple of choices. The first choice is to do what Buffett says to do and buy the US stock index, SPY. Or you can buy individual companies. What would you do for your child?They also talk about the differences between indexes like the S&P 500 or the Russel 2000. The S&P 500 tend to be a little more steady than other indexes. Phil also discusses the Shiller PE ratio and what it means when the ratio is 25 and above for your returns.Learn more about your ad choices. Visit megaphone.fm/adchoices
May 21, 2019
In this episode, Phil and Danielle continue their talk about their experiences at the Berkshire Annual Meeting. Phil talks about the “3F’s” of starting a fund. Friends, Family, and Fools.They also talk about what Berkshire’s core competencies are. Buffett answered this question by saying, “We really don’t have one. We don’t expect to know anything particularly except how to pick people that have a core competency.”They also discuss ESG companies. ESG companies is a new way of talking about “conscious companies”. ESG stands for environmental, social, and governance. They also talk about board members of a company and how they can really make companies act in a horrible way to pad their pockets in the short term. For show notes and more info visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
May 14, 2019
For show notes and more information, visit investedpodcast.com.This week, Danielle welcomes Cheryl Strauss Einhorn to Invested. Cheryl is the creator of the Area Method which is a decision-making system to solve complex problems. In investing, we're all trying to solve for the problem of which companies we should put our hard earned money into. Her book, Investing in Financial Research, a Decision-Making System for Better Results.She’s also the author of the award-winning book, Problem Solved. She teaches at Columbia Business School, she's won several journalism awards for her investigative stories about business and economics, and political topics.Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7, 2019
For show notes and more information visit investedpodcast.comThis week Phil and Danielle record the podcast in person, in Omaha after attending the Berkshire Hathaway annual meeting. They talk about all of the fanboys that come to the meeting and what the atmosphere is like.They also talk about “Warren Buffett buying Amazon” and how the news headlines were very wrong and the difference between “New Buffett” investing and “Old Buffett” investing. Phil and Danielle also discuss why Buffett isn’t buying back stock and sitting on so much cash.Learn more about your ad choices. Visit megaphone.fm/adchoices
April 30, 2019
For show notes and more info visit investedpodcast.comThis week, Danielle talks to Gillian Zoe Segal about how she was able to interview Warren Buffett for her book, Getting There.Gillian is the author of two books. The first one is called New York Characters and the second one is called the Getting There. She is also an amazing photographer and she took all the photos in the book. Getting There is a compilation of essays written by a number of luminaries. And one of them is Warren Buffett.They also discuss when you can tell the difference between persevering through hard times and when it’s time to know when you should pivot and change directions. In Gillian’s book, Warren Buffett talks about how important it is to know your strengths and weaknesses. Knowing what to leave out is just as important as knowing what to focus on.Gillian interviewed some amazing people in her book and tells some fantastic stories.Learn more about your ad choices. Visit megaphone.fm/adchoices
April 23, 2019
“The practice of investing implies joy in the process of learning something that's difficult.” - Phil TownFor show notes and more information visit investedpodcast.com. This week Phil and Danielle talk about what Charlie Munger calls, “Mistakes of Omission.” You can get pretty good at investing pretty quickly because there are only a few rules that you need to follow.One of the hardest things about investing the agony of missing out on something because you’re not confident or clear, or you don’t have the patience to wait something out. If you’re investing correctly, you should have mistakes of omission, not mistakes of commission. When it comes to investing, you need to be brutally honest with yourself to understand your mistakes and move on.  Learn more about your ad choices. Visit megaphone.fm/adchoices
April 16, 2019
This week Phil and Danielle playback a couple of really good questions that were asked in their “Ask Us Anything” call. The first question is about teaching your kids about investing. Phil tried to teach Danielle when she was younger to get her involved with investing. Ben has tried to get his daughter to read Invested without any luck. Phil and Danielle provide a bit of advice on how to get kids interested in investing. The next questions involve how to get other family members interested in investing, and what exactly it means to “be in cash”. Finally, they discuss whether or not it’s necessary to love a company that you buy. For show notes and more information, visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
April 9, 2019
This week Phil and Danielle talk to Jacob Taylor, the author of The Rebel Allocator. Jake Taylor is the Chief Executive Officer of Farnam Street Investments. He’s also the host of the popular web series Five Good Questions. Jake has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett which solidified his path toward being a professional value investor. Jake enjoys reading, health, fitness, staying active outdoors and finding adventure. He lives in Folsom, CA with his wife and 2 boys.Jake wrote an investing book about capital allocation in an interesting way. The book is fiction. In the book, Jacob takes you through a story where the character learns, starting at the individual customer transaction level and built all the way up to M&A, share buybacks, and beyond. To keep from boring you, Jacob wrapped the lessons in a coming-of-age story of a college grad crossing paths with a wealthy Midwesterner. Imagine if The Karate Kid's Mr. Miyagi was modeled after a certain well-known Oracle. Charlie Munger actually called Jacob when he read the book. Join us for an extremely interesting episode with Jacob Taylor! For show notes and more info visit investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
April 2, 2019
For show notes and more info, visit investedpodcast.com. This week, Phil and Danielle talk about the fact that 30% of the stock market is not invested in individual stocks, but in indexes. Many investors fear the effects of so many people owning indexes rather than the underlying companies. They also discuss the inverted yield curve, what it is, and what it means for investors. Phil also discusses the fear that baby boomers have about a market crash, destroying 50% of their retirement.Finding Buffett Alert! The Finding Buffett Treasure Hunt ends 4/3 at 11:59PM! Tune in now to get all the details on how you can get 3 months to Danielle’s newsletter FREE along with a private Q&A Webinar with Phil and Danielle and VIP seating at Phil’s next workshop.Learn more about your ad choices. Visit megaphone.fm/adchoices
March 26, 2019
This week Phil and Danielle discuss the importance of making your own investing choices. It’s easy for someone to follow Warren Buffett and to likely make money if you mirror his choices, but it’s what happens when he pulls his money out of the market and you don’t know what to do with your money… that’s when you run into trouble. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
March 19, 2019
For show notes and more information visit investedpodcast.com. This week Phil and Danielle talk about why Charlie Munger is so bitter about missing out on a stock purchase in the 1970s. Phil talks about what he calls “Mistakes of Omission”. Phil also talks about why it’s extremely hard to find a company that’s on sale right now. He’s not alone in this. Warren Buffett shares in his annual letter that he’d love to buy a huge company, but that nothing is priced on sale right now. It’s also hard to find companies in the private market as well.We’re given the opportunity at the end of a bull market run. Right now it’s a blessing that the market hasn’t crashed because there are so many companies that you haven’t researched. This means you should be out there, researching all of the great companies that you can, and building your watchlist.Learn more about your ad choices. Visit megaphone.fm/adchoices
March 12, 2019
For show notes and more information visit investedpodcast.com.In this episode, Danielle and Phil discuss why short term viewpoints in the stock market are terrible. When analysts upgrade or downgrade a stock and the price drops, it’s terrible. When companies miss on earnings and the market responds with stock price dips, it’s terrible. Once you start having to hit a certain number every quarter rather than having to hit a certain number over the next five years, it becomes risky. What started as people wanting to get more information on company earnings has become a problem of short-term thinking. Charlie Munger thinks that short-term investing is insane. He’s said in the past that he almost never has a transaction.For show notes and more information visit investedpodcast.com.Learn more about your ad choices. Visit megaphone.fm/adchoices
March 5, 2019
This week Phil and Danielle discuss key takeaways from Charlie Munger’s Daily Journal Annual Meeting that took place at the end of February 2019. In the meeting, Charlie complained at fund managers try to beat the market and don’t, but still charge for it. Charlie’s main philosophy is to do less. They never had the illusion that they could get really useful information on all subjects. They realized that if they worked hard on a few things, and do those things really well, they would come out ahead. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
February 26, 2019
This week Phil and Danielle discuss why the financial industry doesn't want you to have the ability to do what they do. They don’t want to give you the “secret formula” so they make finance seem complicated. You don't know Sharpe Ratio. You don't know Capital Asset Pricing Models. You don't know how to adjust for the Beta. Here’s the bottom line though, all of these things that are taught in the business schools, are BS.We also talk about our upcoming interview with Jacob Taylor and announce our next “InvestED Book Club” read. We also discuss the MSCI ACWI Index. This is an index that you can buy that follows the stock markets in the entire world. Like buying the S&P 500 for the world.Learn why Buffett says, “When America gets a cold, the rest of the world gets pneumonia.” For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
February 19, 2019
This week, Phil and Danielle continue their discussion of Ray Dalio’s 5 principles for inevitable success. If you haven’t listened to episode 200 you probably want to start there.We also discuss how difficult it is to understand why you made a mistake and how to fix it. Phil thinks that most of the time mistakes happen because you don’t fully understand something. Phil illustrates this by telling the story of the almond orchard that he purchased. The most important thing that you can do to tell if you truly understand something is to invert the entire story.Finally, we talk about index investing. When you invest in an index, you’re effectively betting on the economy of another country. There might occasionally be a company in Canada, Europe, China, or Turkey you might want to invest in, but you have to consider the government of each of these countries and what they could potentially do to that business.For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
February 12, 2019
This week Phil and Danielle celebrate the 200th episode of InvestED: The Rule #1 Podcast! During this episode, we talk about how you can guarantee success in investing and life. We talk about Ray Dalio, the owner of Bridgewater Capital, who manages $160 billion in assets. Ray manages all of his money based on a very strict set of investing principles. He’s been able to achieve phenomenal returns. 18% over the past 36 years. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
February 5, 2019
This week Phil and Danielle discuss prepping for the next recession. Seth Klarman published a paper to his investors that is a little scary. It basically takes a grim position on the economy and where we're at. We’re at the end of a long credit cycle with a ton of debt, there’s potential of recession, potential depression, potential wars, potential riots. A lot of really unpleasant things can happen at the end of a credit cycle when you simply have too much debt worldwide.We also talk about why Phil doesn’t think it doesn't hurt to be in cash for 3 years if you're in cash when it all hits the fan and you can take advantage of that. The goal is to have capital available to invest when everybody else thinks it's the end of the world. Rule #1 investors want to invest want to invest in 1932 after the depression hit. We don't want to invest in 1999 during the dot-com bubble. We don't want to invest in 2007. We want to buy fear and sell greed. For show notes and more information“We have a rainstorm due. It didn’t come last year. It could come this year. It could come next year. But, it’s coming.”- Phil TownFor show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
January 29, 2019
“When we value a company we want to look at a company that has a track record of 10 years. Especially, the last 10 years. IPOs are in the risky biz portfolio for lack of a long track record. ” - Phil TownThis week we discuss why we’re in such a wild stock market. The market dropped 15% and is working its way back up. We've got the “Trump Effect” going on and we're in our 10th year of no recession. That's the longest in American history. We’re also at a Shiller PE that hasn’t been this 140 years it's only been where it is now 4 other times.Although Phil is pretty reluctant to talk about it, we do talk about upcoming IPOs and if an IPO is mature enough to do a Rule #1 analysis on them. For show notes and more information visit investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
January 22, 2019
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
January 15, 2019
“What makes a stock market dangerous is the fear and emotion that it creates when it drops.” - Phil TownHow 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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
January 8, 2019
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
December 25, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
December 19, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
December 11, 2018
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
December 4, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
November 27, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
November 20, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
November 13, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
November 6, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
October 30, 2018
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
October 23, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
October 16, 2018
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
October 9, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
October 2, 2018
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
September 25, 2018
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
September 18, 2018
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
September 11, 2018
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
September 4, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
August 28, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
August 21, 2018
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.comLearn more about your ad choices. Visit megaphone.fm/adchoices
August 14, 2018
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
August 7, 2018
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
July 30, 2018
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
July 24, 2018
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
July 17, 2018
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
July 10, 2018
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
July 3, 2018
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
June 26, 2018
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
June 19, 2018
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
June 12, 2018
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
June 5, 2018
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
May 29, 2018
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
May 22, 2018
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
May 8, 2018
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
May 1, 2018
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
April 24, 2018
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
April 17, 2018
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
April 10, 2018
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
April 3, 2018
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
March 28, 2018
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
March 27, 2018
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
March 20, 2018
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
March 13, 2018
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
March 6, 2018
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
February 27, 2018
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
February 21, 2018
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
February 13, 2018
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
February 6, 2018
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
January 30, 2018
For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you with a wealth of information about where we think the stock market is headed in our future and how the best Rule #1 gurus are preparing. We love to talk about the market and our different choices we can make, but remember that nothing should be considered advice on how you should react.Learn more about your ad choices. Visit megaphone.fm/adchoices
January 23, 2018
For show notes and more information visit www.investedpodcast.com Danielle and I are back live again this week to discuss the current state of the market, index investing, and how to use capitalization rate to your advantage when valuing real estate.Learn more about your ad choices. Visit megaphone.fm/adchoices
January 16, 2018
For show notes and more information visit www.investedpodcast.com We are continuing to take a closer look at some of the best Rule #1 Investors out in the market today and where their money is currently. Join us as we talk about the new book, Invested, and how to model your investing methodology off some of the best in the world.Learn more about your ad choices. Visit megaphone.fm/adchoices
January 9, 2018
For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal another guru that Phil Town himself admires and follows. Take a look at Mohnish Pabrai’s portfolio with us.Learn more about your ad choices. Visit megaphone.fm/adchoices
January 5, 2018
For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal one guru that Phil follows. Take a look into Allan Mecham’s portfolio with us.Learn more about your ad choices. Visit megaphone.fm/adchoices
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