Podcast - The Investor's Podcast Network

MI235: Investing in Uncertain Times w/ Louis Gave

Rebecca Hotsko chats with Louis-Vincent Gave. In this episode, they discuss Louis’s current assessment of the global economy, why he thinks the S&P has not fully priced in the risks of a recession and how far it could still fall, Louis’s advice on how to invest in a bear market, is now time to buy the dip or remain more defensive, how to construct a well built portfolio using Louis’s 6 building block framework and examples of investments that fall into each, what investments he sees as the most promising sectors, his outlook on Chinese equities, including Alibaba, and emerging markets, his thoughts on whether we are heading into a deflationary bust or not, his outlook on the risks around China and the de-dollarization of their economy, what this would mean for the US and global markets, and so much more!

TIP494: The Worldly Wisdom of Charlie Munger

Clay talks about Charlie Munger’s background, his mental models for living a good life and investing wisely, the biggest mistakes Charlie and Warren have made over the years and much more!

REI148: Real Estate Market Update with Data Scientist Neal Bawa

Robert Leonard brings back Neal Bawa to discuss the state of the real estate market in late-2022.

MI Rewind: The Psychology of Money & Behavioral Finance w/ Daniel Crosby

Robert Leonard chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel’s most important money lessons after studying countless investors, common misconceptions about money, Daniel’s framework when selecting individual stocks, and much, much more!

TIP493: Should CEOs Have Term Limits? w/ Bill George

Trey chats with the well-accomplished Bill George, they discuss where CEOs go wrong, How Bill took Medtronic to $60B while cultivating an inclusive culture, and much more!.

MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss how to create a financial plan using Dave’s “Bucket Plan” method, what the three phases in his bucket plan are, how to use the “Bucket Plan” method to help you allocate your investments and rebalance your portfolio, Dave’s tips on how to protect your portfolio against periods of rising interest rates and recessions, how to allocate your investments between accounts in the most tax optimal way, how to determine when it’s time to sell some of your winners, and so much more!

BTC103: Bitcoin Policy Update w/ Jason Brett

Preston Pysh interviews Bitcoin policy expert, Jason Brett, about everything happening in the US Congress and White House.

MI233: Understanding Stock Prices vs Company Value w/ Brian Feroldi

Rebecca Hotsko chats with Brian Feroldi. In this episode, they discuss why stocks have value, the main factors that increase a company’s value over time, what causes stock prices to move up and down and why this sometimes has nothing to do with company value, how share repurchases and dividends impact a company’s stock price and company value, what factors can influence a company’s reported earnings and can make the P/E look inflated, what are the differences between GAAP and non-GAAP accounting, what are the main ways that earnings can be manipulated from accounting assumptions used, what are some accounting warning signs to look out for that might suggest companies might be cooking their books, what discrepancies to look for in a company’s income statement vs cash flow statements, and so much more!