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Warren Buffett's final quarter as CEO of Berkshire Hathaway is in the books — and the 13F tells an interesting story. In this video, we walk through every buy and sell Berkshire made in Q4 2025, including new positions, big trims, and what Todd Combs leaving for JPMorgan might have to do with the massive Amazon selloff. We also cover what a 13F actually shows you — and what it doesn't — so you don't make the mistake of copying trades without understanding the full picture.Data pulled from Dataroma.com, where you can track 13F filings for Berkshire Hathaway, Bill Ackman, and dozens of other major fund managers for free. [Link to YouTube Video]Dapper Dividends Recommendation Tracker SpreadsheetCheck out my current portfolio on
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(04:29) Airbnb's Growth and Strategy(16:16) Remitly's Performance and CEO Transition(25:25) AI in Software: A Discussion(32:40) Quality Stocks Watchlist(37:02) Adyen's Activist Letter(43:55) Reddit's Business Model and Market Position(49:46) The Wall of Worry in Software Companies(51:45) Berkshire Hathaway's Strategic Moves(55:53) DoorDash and the Laziness Economy(01:00:49) Robinhood's New Venture Fund*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
En este episodio de El Brieff, analizamos el giro pragmático de la administración Sheinbaum hacia el fracking para buscar soberanía energética frente a la dependencia de Texas. Exploramos por qué el mercado espera un "tsunami de capital" tras la revisión del T-MEC y las implicaciones del cierre de ciclo de Warren Buffett en Berkshire Hathaway. Además, desmenuzamos la multa a Grupo Carso, los ingresos récord de Aeroméxico y el debut de Park Life en la BMV.No te pierdas a Midnight Generation en Zapopan este 21 de febrero en el Teatro Estudio Cavaret. Vive una noche de funk y sintetizadores con la banda que está redefiniendo el pop mexicano. Boletos disponibles en Boletomóvil.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.
This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller. In this episode: The Olympic curling cheating scandal [1:46] This megacap stock could surge 50% this year [7:41] The Palo Alto Networks CEO is dead wrong on AI [14:53] Why software stocks are getting rerated [17:35] The latest moves from ServiceNow insiders are great for the stock [27:01] Key takeaways from the Trumps' World Liberty Forum [36:35] 13F moves that caught our eye: Buffett, Tepper & Druckenmiller [47:24] One of the best private placement opportunities of my career [58:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
*Disclaimer* This episode contains adult content and is not recommended for young listeners. Hebrews 12:15 NLT “Look after each other so that none of you fails to receive the grace of God. Watch out that no poisonous root of bitterness grows up to trouble you, corrupting many.” *Transcription Below* About Dr. Morgan Cutlip: It's hard to know where to start so I'll start with what matters most to me and that's my relationships. I'm a mother to two kids, Effie (12) and Roy (9). They are hilarious, spirited, spicy, deeply thoughtful and emotional kids. I adore them and being their mother. They've challenged me in the most surprising and wonderful ways. I'm married to my high school sweetheart, Chad. I always feel like I lose a little street cred when I say that so, for the record, we didn't date that entire time and eventually reconnected years after college on MySpace (yup, now I've aged myself). He's the love of my life, an incredible man that loves others deeply, works so very hard, and continues to be open to growth and change. I've worked in the field of relationship education for over 15 years alongside my father, Dr. John Van Epp, who is the founder of Love Thinks and developer of multiple relationship education courses that have been taught to over a million people worldwide. I started traveling to conferences with him when I was in junior high and so, in many ways, it feels like I've grown up in the relationship education field. He's amazing and brilliant and I'm blessed to have learned so much from him over the years we worked together and just cherish our relationship. I distinctly remember a conversation with my dad over 20 years ago where I said that someday I wanted to support women, but I just wasn't sure how. Fast forward 10 years and Effie (our oldest) was born and, holy moly, did motherhood hit me like a ton of bricks and I completely lost myself in motherhood (you can read the full story in my book).
Ist der Tech Hype vorbei? In diesem Podcast erkläre ich, warum ich mein Portfolio umbaue und wieder stark auf eine bestimmte Aktie setze. Ein Blick auf Geschäftsmodell, Dividendenhistorie und Chart zeigt, warum die Aktie für 2026 spannend sein kann. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q1Termin26 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q1NewsYT26
From the 2008 financial collapse to Bitcoin's birth as digital property - and the brutal truth about why Bitcoin isn't speculation but pure scarcity economics, the 21 million unit cap that makes it behave exactly like land where supply is fixed and demand drives value, the 2017 moment when Bitcoin went from $3,000 to $90,000 today turning 3,000 cedis into nearly 1 million cedis for early believers, and why Warren Buffett's rejection of Bitcoin proves the old guard will always resist new technology just like they resisted antibiotics until the generation that refused it died off and the younger generation made it standard, while the real question for your auntie with money in the bank becomes: do you think the world is becoming more physical or more digital, and if you say digital with AI and new technologies taking over every industry, then the follow-up is simple - do you own any digital wealth, because if the world becomes solely more digital it's the holders of digital assets who will be the Rockefellers and Carnegies of the next 10, 20, 30 years, not the people clutching physical cash that loses value every single year. In this raw episode of Konnected Minds, host Derrick Abaitey sits down with Dr. Hans - the investing tutor - who dismantles the dangerous "I can't see it so I won't invest in it" mentality keeping Africans locked out of the fastest-growing wealth-building asset in human history, revealing the exact moment when looking back at the community and asking what opportunity exists for individuals who feel priced out of buying land or multiple real estate properties led to the 2016 discovery of Bitcoin as the answer, when studying gold, land, stocks, and Bitcoin side by side made it clear that Bitcoin grew the most by far over any reasonable time period, when 2017 Bitcoin sat at $3,000 US dollars and today it's roughly $90,000 meaning someone who invested 3,000 cedis in 2017 would have close to 1 million cedis today, when the realization hit that Bitcoin is the first digital scarce asset - something you can't see or touch but exists as digital property in a world becoming more digital every single day, when a close friend said "Hans I don't do Bitcoin, I can't even see it, I can't touch it, I like to feel my money, I want to walk to a property and know it's there" and the response was simple: do you think the world is becoming more physical or digital, and if digital then do you own any digital wealth, when discovering Bitcoin in 2016 and watching it skyrocket then fall 60-70% triggered the reaction "this thing is a scam" and led to ignoring it for a year, when an article in 2017 revealed that Peter Thiel and the PayPal investors were creating a consortium to invest in Bitcoin and digital assets, when that moment forced the question: either I'm wrong or the billionaires are wrong, and judging by networks it was clearly me so I had to be humble enough to go educate myself, when going down the Bitcoin rabbit hole meant studying this asset class three to five hours every single day at 2X speed since 2016 and continuing that discipline up until today. This isn't motivational wealth-building talk from Instagram crypto gurus - it's a systematic breakdown of why Bitcoin is the first digital scarce asset that exists as property you can't see or touch in a world becoming more digital every single day, why someone who invested 3,000 cedis in Bitcoin in 2017 would have close to 1 million cedis today because Bitcoin went from $3,000 to roughly $90,000, why studying this asset three to five hours a day at 2X speed since 2016 is what separates real investors from people calling it a scam, why Peter Thiel and PayPal billionaires investing in Bitcoin forced the humble realization that either I'm wrong or they're wrong and judging by networks it was clearly me, why Warren Buffett's rejection of Bitcoin mirrors the old generation's rejection of antibiotics until they died off and the younger generation made it standard, why Warren Buffett's biggest wealth creator was Apple stock proving even tech skeptics win when they embrace digital innovation, why an Asian investor paid $4.5 million for lunch with Warren Buffett and walked away more convinced to invest in Bitcoin after Buffett said don't do it, why the 2008 financial collapse happened when banks sold risky mortgages to unqualified buyers and when interest rates increased the housing market crashed but taxpayers bailed out the wealthy bankers anyway, and why the simple question for anyone with money sitting in the bank is this: do you think the world is becoming more physical or more digital, and if digital then do you own any digital wealth - because if the world becomes solely more digital it's the holders of digital assets who will be the Rockefellers of the next 10, 20, 30 years. Guest: Dr. Hans (The Investing Tutor) Host: Derrick Abaitey
KI-Wirbel an der Börse: „Kein Entkommen“ warnt Goldman Sachs | Was kaufen Buffett und Co.? – Märkte im Panikmodus | DAS BRIEFING Die Börse im Ausnahmezustand. Extreme Volatilität. Branchenübergreifende Abverkäufe. Ein einziges Narrativ dominiert: Künstliche Intelligenz disruptiert alles. Goldman Sachs bringt es auf den Punkt:
Most people think getting rich is about saving harder or finding the next hot stock. It's not. It's about owning things. After 15 years on Wall Street, I learned the hard way that the wealthy don't get there by trading time for money or chasing tickers. They build ownership in boring, cash-flowing businesses that most people overlook. In this episode, I break down the exact investment framework I use today: just three categories I actually care about, why I ignore single stocks and hot tips, and how private business ownership became my unfair advantage. We dive into why Buffett doubled his money at 20% per year while the S&P did half that, why leverage magnifies your mistakes more than your wins, and why volatility isn't risk — not knowing what you're doing is. But this isn't theory. It's applied finance from the trenches. You'll learn:• Why the market is more concentrated and leveraged than almost any point in modern history• How to think like Buffett: buy businesses, not price movements• Why inflation and AI are quietly eating your W2 income while you sleep• The difference between speculation and actual investing (and why most people confuse the two)• How one woman bought six pack-and-ship stores while keeping her tech job• Why Charlie Munger said the best businesses don't require you to be a genius to run them• The three types of risk in every deal: product, market, and execution• How to negotiate by understanding the seller's incentives, not just your own• Why speed and ownership are the only real hedges against what's coming If you're tired of watching your salary get chipped away by inflation, or if you've ever wondered how people actually build wealth without a finance degree or a trust fund, this episode will change how you think about money, ownership, and what it actually takes to win in 2026. Also hi I'm Codie and I run an investment and advisory firm that helps you buy and build businesses. Every year we do one 3 day virtual workshop to help you find, finance and learn to do deals live. Come learn what Wall Street (and your boss or competitors) hope you never learn: https://contrarianthinking.biz/MSML_BDYT26 ___________ 00:00:00 Introduction 00:00:22 The Three-Investment Portfolio: Why Less Is More 00:00:59 Buffett's 5.5 Million Percent Return: The Power of Selectivity 00:01:45 The 2026 Market Warning: Debt, AI Valuations, and Leverage Risk 00:03:40 Volatility Is Not Risk: Risk Is Not Knowing What You're Doing 00:07:43 The Asset Ownership Race With AI: Own the Farm or Be the Donkey 00:09:10 Main Street Millionaire Live: Your Path to Business Ownership 00:10:16 Build Durable Advantages: Moats, Brands, and Networks That Protect Profits 00:10:39 Nui's Story: From Big Tech to Six Pack and Ship Stores 00:14:20 Charlie Munger on Simple Business Models: Take a Simple Idea Seriously 00:15:30 The Three Risks Framework: Product, Market, and Execution 00:16:37 The Power of Incentives: Understanding What Drives Every Deal 00:18:13 Speed Wins: Why Moving Fast Makes You More Money 00:20:15 The Main Street Revolution: Your Generational Wealth Creation Event ___________ MORE FROM BIGDEAL
WBS: Only Love No H8 #348 -- The gang is at it again. Brimstone is joined by his wing-man Alex DaPonte and Brim's wife Danielle as they chat about San Francisco's recent March for Billionaires, Alex professes his disdain for the current tax bracket system, and they argue about Warren Buffett and his philanthropy. They discuss Valentines Day, and Fashion Week NYC. They discuss the Half-time show, how Bad Bunny was incredible, and how Puppy Bowl's viewership well surpassed Kid Rock's pre-taped and lip-synched show. Brim explains what gets Within Brim's Skin.
Maya Buffett Davis is a sculptor currently pursuing an MFA in Ceramics at Colorado University Boulder. For the next couple of days you can view her show “Books are Machines” at the Bemis Public Library in Littleton, CO until February 14, 2026. We chat about the ideas behind the show including the relationship between the viewer and an interactive sculpture and inspiring attention. Learn more about Maya's work on Instagram and her web site mayabuffettdavis.xyz
In Episode 175 of the Diary of a UK Stock Investor Podcast this week:- (00:00) Show Start (05:29) Letters from our Listeners (19:25) Buffett on Stock Selection (23:52) The Key to Warren's Success - Explained In this week's show I share with you a key idea that most investors don't know or understand that could make a significant difference to your investing performance over the next 10-20 years. It'll take up 50 minutes of your time to tune in this week, but I'm hoping that those that do will walk away with a priceless insight that they can begin to immediately apply to their investing that could provide them 1000x return over the coming years. - Chris GET INVOLVED! Drop us a COMMENT on Spotify or Email Chris at the show on chris@chrischillingworth.com The Diary of a UK Stock Investor Podcast is a diary-style, educational podcast documenting Chris's long-term journey as a UK retail investor, with the personal goal of one day becoming a Stocks & Shares ISA millionaire. Each episode reflects on the realities of long-term investing, including lessons learned, mindset, decision-making, and progress along the journey. The show also features listener correspondence, discussion of general market news from UK and US stocks, and educational explanations of investing concepts drawn from real-world experience. From time to time, episodes may explore publicly available company financial statements to help listeners better understand how to read financial data and what different figures mean in practice. These discussions are for educational purposes only and are not intended to influence investment decisions. The podcast does not provide investment advice, personal recommendations, or guidance on what to buy or sell. Chris does not disclose specific investment transactions or encourage listeners to follow any particular strategy. Any views shared are personal reflections only and may change over time. All content is provided for general information and educational purposes and does not take into account individual financial circumstances. Investing involves risk, and listeners should always do their own research or seek advice from a Financial Conduct Authority authorised financial adviser before making investment decisions. New episodes are released EVERY Thursday! Contact the show at chris@chrischillingworth.com
In Ep. 123, Jerry talks with C. Theodore Hicks II (CFP, CKA, CMT), founder and CEO of Hicks & Associates Wealth Management, about: The flaws in modern portfolio theory Is ‘diversification’ a free lunch? Lessons from Warren Buffett’s ‘secret sauce’ of investing Why financial advisors need to be ‘good Bereans’ – and what that means. Read Ted’s book, “Evidence-Based Investing” here: https://www.amazon.com/Evidence-Based-Investing-Long-Term-Sometimes-Short-Term/dp/B0FH65SD2KSee omnystudio.com/listener for privacy information.
In Episode 462 of Hidden Forces, Demetri Kofinas speaks with Cullen Roche, the Founder and CIO of Discipline Funds and author of the new book "Your Perfect Portfolio." They discuss the essential principles of portfolio construction by dissecting some of the world's most influential investment strategies―from Warren Buffett's classic approach to the momentum-driven tactics of trend followers, and even innovative frameworks you've likely never seen before. Cullen and Demetri spend the first hour discussing Roche's philosophy on portfolio construction, what goes into constructing the perfect portfolio, and how variables like one's time horizon, financial circumstances, and behavioral biases are arguably the most important determinants of financial returns, and therefore, must be actively taken into account when structuring your portfolio. They explore the distinction between saving and investing, the hidden costs that erode portfolio performance, and why managing the liability side of your balance sheet is arguably more important than any other decision in portfolio construction. The second hour is a deep dive into specific portfolio strategies, including the permanent portfolio, the endowment portfolio, the Buffett portfolio, dividend investing, counter-cyclical rebalancing, and Cullen's favorite: the defined duration portfolio. Roche explains how to think about asset allocation across different time horizons, the role of gold and other insurance-like assets in one's portfolio, the importance of cost control in financial life, and practical frameworks for managing behavioral responses to market volatility. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Join our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 02/02/2026
For episode 675 of the BlockHash Podcast, host Brandon Zemp is joined by John Hargrave, a bestselling author, entrepreneur, and one of the world's leading voices on crypto and the future of finance. Author of The Intelligent Crypto Investor (Wiley, 2026), he's known as the “Buffett of Bitcoin” for applying value-investing principles to digital assets. His insights have appeared in Forbes, Bloomberg, MSNBC, and the BBC, and his TED Talk on the future of money is a must-watch. John helps investors understand the historic shift to digital, programmable money—and how to profit from it intelligently.Buy the book:https://www.amazon.com/Intelligent-Crypto-Investor-John-Hargrave/dp/1394366426
Find me on Substack!Tobias Carlisle is founder and portfolio manager of Acquirer's Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune blending Warren Buffett and Sun Tzu's strategic wisdom, and host of the popular Value After Hours podcast.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Tobias shares his unique upbringing in Australian outback where school ended in grade 10 and included animal husbandry—learning to shear sheep and work cattle in what he calls a formative contrast to his later academic life at boarding school.6:00 - Transition to law career: Started at a national law firm in April 2000, peak of dot-com bubble. “I missed out on all of the fun parties on the way up and I just saw the carnage on the way down,” which opened his eyes to the importance of cash flow over hype.9:00 - Early exposure to activist investing: Witnessed corporate raiders targeting dot-coms with cash on balance sheets, killing the business and liquidating or using as platform for acquisitions. This low-downside, high-complexity approach fascinated him.14:00 - The telecom case study: Worked with two entrepreneurs who turned $100,000 each into a $600 million exit by building dark fiber infrastructure and data centers. “They were the best telecom lawyers in Australia and they weren't lawyers”—emphasizing the power of combining financial, technological, and regulatory understanding.28:00 - Philosophy behind Soldier of Fortune: Explores Warren Buffett as risk-taker rather than risk-avoider, connecting his strategic thinking to Sun Tzu's Art of War. The book examines 13 laws of strategic advantage.45:00 - Discussion of key laws: “Attack weakness with strength” and “seize the initiative”—Buffett's approach to investing in moments when he has maximum advantage, like deploying capital during the 2008 crisis.1:08:00 - The surfing analogy: Experienced investors are “not only on the right wave, but at the right spot on that wave”—getting positioning and timing right rather than just working harder.1:09:00 - Impact on his own investing: “Shot selection becomes so much better the longer that you do something...if I'm just a little bit more patient, I know that there is a bigger wave coming.”1:11:30 - Definition of success: “A happy, healthy family and time with my kids...watching them play sport. That's really my definition of success.”Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
This week on the show, the one and only "Dangerous" Doyle Grisham joins Ryan and Patrick for an incredible conversation about his early days in Nashville and some of the first Buffett recording sessions. Fins Up!
In this episode of the SFS Power Up wealth podcast, host Mikal Aune explores the timeless wisdom of Warren Buffett, often referred to as the Oracle of Omaha. President of Smedley Financial Services, James Derrick, joins to discuss Buffett's disciplined investment strategies amidst market unpredictability. They highlight significant moments in Buffett's career, such as his prudent market assessments in 1969, 1987 and 2008. Essential lessons include remaining disciplined, patient, and maintaining a long-term perspective. Buffett's advice to be fearful when others are greedy and vice-versa, alongside the significance of understanding economic ebbs and flows, forms the core of this insightful conversation.
Calling All Parrotheads! Ready to ditch the ordinary and sail straight into your happy place? Join us this Friday at 5:00 PM ET for another sun-soaked, good-vibes-only edition of Buffett on the Radio on Radio A1A — your weekly island escape where worries stay dockside, the breeze smells like sunscreen and salt, and every song is served with a perfectly chilled side of escapism.This week, we're keeping it simple…No deep philosophy.No heavy lifting.No alarm clocks.Just pure, barefoot-in-the-sand fun — because we're throwing a Party on the Beach!So wherever you're tuning in from — the office, the back porch, the boat, or already perched at your favorite watering hole — consider this your official notice: You are OFF DUTY Friday at 5:00 PM ET.Kick off those shoes, slide into your flip-flops, grab something frosty (umbrella drinks strongly encouraged ), and join us as we let the tide carry us into the weekend. Listen Live:RadioA1A.com — streaming 24/7 with the very best indie singer-songwriters in the trop-rock universe. Replay Anytime:Catch the show on your favorite podcast platforms whenever the island vibe calls your name.Don't miss the sunshine, the stories, and the songs that keep the good times rolling.Radio A1A — Your Soundtrack for the Road to Paradise. Support this show http://supporter.acast.com/a1a-media-network. Hosted on Acast. See acast.com/privacy for more information.
De toekomst van veel bedrijven staat door AI op losse schroeven. Maar gelukkig zijn er altijd nog de tijdloze lessen van Buffett, waar wij in onzekere tijden op terug kunnen vallen! We laten de GOAT zelf aan het woord, in het bijzonder over onze omgang met Mr. Market. Lees: gedrag, emotionele stabiliteit, temperament… en Buffett vertelt zijn aandachtspunten voor managements. Tel daar nog een update over brokers die PDT sinds kort ondersteunt bij op (goed nieuws voor Saxo- en Trading 212-gebruikers!) en een mogelijke strategie voor AI-onzekerheid bij op – je wil deze aflevering zeker niet missen. ► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/212-grote-beleggers-warren-buffett-deel-2 ► Word Vriend: https://portfoliodividendtracker.com ► Updates via Instagram: https://www.instagram.com/jongbeleggen ► Mijn volledige portfolio: https://app.portfoliodividendtracker.com/p/jongbeleggen 1) We maken gebruik van programmatic advertising, wat inhoudt dat we geen invloed hebben op de spots die in de podcast worden afgespeeld. Dit is vergelijkbaar met tv, YouTube, radio en de krant, uiteraard met uitzondering van de advertenties die we zelf hebben ingesproken. 2) Deze podcast is 100% expertise-vrij en alleen geschikt voor amusementsdoeleinden. De inhoud mag niet worden beschouwd als financieel advies.See omnystudio.com/listener for privacy information.
Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of transcripts and annual reports.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/3:00 - Drew describes his early money attraction, collecting dollar bills at age five and discovering the power of interest at his bar mitzvah, leading his father to introduce him to stocks.5:00 - First investing experiences: buying leveraged ETFs at 14, making $100 in two minutes, then immediately losing $100, learning markets can create and destroy wealth quickly.8:00 - Exploration of technical analysis through Dow Theory and Elliott Wave, realizing these pattern-based approaches kept adding rules to fit outcomes, concluding they were “BS” and abandoning them.10:00 - Discovering “The Snowball” at 17 changed everything, learning Buffett's lessons without having to lose more money personally through trial and error.15:00 - Deep research methodology explained: reading every transcript and annual report since IPO to find patterns that map onto future transitions and understand how companies behave under different conditions.20:00 - Meta example: three instances of monetization fears (desktop to mobile, feed to stories, stories to Reels) that all proved unfounded when studying company history.23:00 - Copart case study: finding one 2004 earnings call where they mentioned market share, crucial data point never discussed again but essential for understanding current competitive position.35:00 - Discussion of reading as filtering mechanism: eliminates 95% of companies immediately, leaving only truly interesting businesses worth deeper analysis.45:00 - Career trajectory: Goldman Sachs sell-side to Capital Group buy-side, learning institutional constraints firsthand before founding independent research firm.55:00 - Sell-side research revelation: buy ratings are relative to coverage universe, not absolute recommendations, creating fundamental misunderstanding of analyst intentions.57:00 - Buy-side problems: short-term performance pressures, peer judgment, window dressing (adding Nvidia when it's hot to satisfy clients), non-investment prerogatives polluting decisions.59:00 - Buffett's genius: structuring Berkshire with long-term capital he controlled, avoiding quarterly performance pressures that would have produced completely different results.1:00:23 - Success definition: doing what you want each day without trading tomorrow for today, echoing Naval's concept that you're retired when you stop deferring gratification.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
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I spoke with author and coach Robbie Swale about how leaders, coaches and experts can feel less overwhelmed and make clearer choices in complex times. His new book, The Power to Choose: Finding Calm and Connexion in a Complex World, is the backbone of our conversation. It shows simple ways to shift perspective, use curiosity when you're stuck, and choose what actually deserves your time. If you're juggling difficult conversations, packed calendars and competing priorities, the ideas Robbie shares will help you decide and act with less friction.Three key areas we cover
Stig Brodersen speaks with David Fagan about the case for indexing and what most investors get wrong about performance, financial advisors, and risk. They explore why missing a few percentage points can delay retirement by years, how to think about rebalancing, and what it truly means to be the overseer of your investments. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:57 - Why indexing works for almost everyone 00:12:49 - How to properly evaluate investment performance 00:24:58 - How to think about asset allocation and rebalancing using a simple, behaviorally sound framework 00:33:42 - What it really means to be the overseer of your investments, even if you outsource management 00:36:21 - Why missing just a few percentage points in returns can cost you years of your life 00:36:42 - Why missing 3% return means having to work another 6–7 years instead of retiring 00:44:13 - How to use expectations in the best possible way Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting here. Listen to our interview with David Fagan about investing like a business owner. Listen to our interview with David Fagan about Buffett's favorite business book. Stig's blog post on his portfolio and track record since 2014. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Linkedin Talent Solutions Human Rights Foundation Simple Mining Masterworks Vanta Fundrise Netsuite Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
What if Warren Buffett woke up tomorrow as a Jamaican investor with a million dollars to spend on the Jamaica Stock Exchange? Dr. Matthew Preston and Dr. Thaon Simms fed AI models Buffett's shareholder letters, investment philosophy, and decades of wisdom to find out. The results are surprising. One AI went ultra concentrated with just three stocks. The other spread across five picks. From economic moats to toll bridge businesses, discover which JSE companies passed Buffett's legendary filters for quality, management, and value. You'll have to watch to see if your favorites made the cut.Chapters:00:12 Introduction: What Would Warren Buffett Buy on the JSE?02:47 Preston's Approach: Using Claude with Buffett's Letters03:19 Pick 1: The Banking Giant08:19 Thaon's Reaction: Is This the Right Banking Play?09:26 Pick 2: The Infrastructure Monopoly11:40 Why Buffett Loves Infrastructure and Toll Roads12:11 Pick 3: The Century Old Conglomerate15:27 Thaon's Approach: Training ChatGPT to Think Like Buffett16:24 The Five Core Buffett Principles Applied19:23 Alternative Pick 1: A Different Banking Champion23:37 Preston's Take: The Opportunity Everyone's Missing25:07 Alternative Pick 2: The Same Conglomerate30:13 Alternative Pick 3: The Beverage Franchise34:23 The Coca-Cola Bias Revealed36:17 Alternative Pick 4: The Insurance Powerhouse39:20 Why Buffett Loves Insurance Companies42:04 Alternative Pick 5: The Monopoly Play45:27 The Ironic Royalty Twist47:56 Comparing Both AI Portfolios48:20 Would Buffett Really Pick Five Stocks?50:02 Context Rot: Why More Information Can Hurt AI Output52:06 Final Thoughts and Experiment Conclusions
This is a massive one! Nearly two hours, but you know what they say: Too much of a good thing can be wonderful!My friend MBI (
#684: Most people search for the perfect portfolio — the one allocation that works in every market, at every age, for every goal. This interview starts by explaining why that portfolio does not exist. We talk with Cullen Roche, founder and chief investment officer of Discipline Funds, about why copying someone else's portfolio can backfire, and why portfolio design works better when it starts with your own constraints instead of rules of thumb. We walk through real portfolio models. The conversation begins with the classic 60-40 portfolio. You hear where it came from, how it held up during the Great Depression, and why it became so widely adopted. We also talk about its trade-offs — why it feels boring in strong markets and comforting in crashes, and how that emotional balance plays a role in investor behavior. Next, we shift to a Buffett-style portfolio. You hear why the takeaway is less about stock picking and more about structure. The discussion covers why Buffett keeps a small allocation to cash-like assets, how that “dry powder” functions during downturns, and why psychological stability matters as much as returns. The episode then turns to cash management. We talk about high-yield savings accounts, money market funds and Treasury bills. You hear how many cash products are built on T-bills, how banks capture part of the yield, and when managing cash directly may make sense. The concept of “T-bill and chill” comes up — along with when the extra effort may or may not be worth it. Finally, the conversation zooms out to time horizons. We discuss why income from a job functions like a bond allocation, how that changes risk capacity when you are younger, and why the early years of retirement carry the most danger. The episode closes by explaining sequence-of-returns risk and why portfolios need to work not just on paper, but in moments of fear. Resource: Cullin's website and newsletter: https://disciplinefunds.com Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Intro (02:00) No perfect portfolio (03:34) 60-40 portfolio starts (06:38) 60-40 keeps calm (08:00) Buffett portfolio basics (12:11) Stocks vs cash fear (13:34) T-Bill and Chill (18:22) TreasuryDirect is clunky (23:42) Income as bond proxy (25:33) Bond tent buffer (29:12) Sequence risk explained (31:42) Early retirement mindset (32:36) COVID panic calls (42:49) Three-fund portfolio basics (58:41) Get-rich-quick trap (1:18:21) Risk parity and All-Weather Learn more about your ad choices. Visit podcastchoices.com/adchoices
On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies. Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Warren Buffett stepped down as CEO of Berkshire Hathaway at the end of 2025, a mere 95 years young, and longtime Berkshire executive Greg Abel stepped up. What does the leadership transition mean for Buffett's incomparable creation and its shares? Barron's Senior Managing Editor Lauren R. Rublin speaks with Associate Editor Andrew Bary, and Cathy Seifert, a senior vice president at CFRA Research, both of whom have followed Berkshire's evolution and the stock's performance for many years. We will also have a look at other insurance and financial stocks, and what is moving in the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Most people spend their lives chasing happiness yet end up miserable. In this episode of The Impossible Life Podcast, Garrett and Nick flip the script using inverse thinking to expose 10 decisions that almost guarantee a broken, unhappy life. Inspired by the philosophies of Charlie Munger and Warren Buffett, this episode shows that sometimes the fastest path to wisdom is learning what not to do.You'll hear why making life all about yourself leads to emptiness, how chronic complaining drains momentum, why refusing to take risks kills potential, and how neglecting self-development, health, and belief sabotages your future. Garrett breaks down how belief systems shape outcomes, why confidence and risk are inseparable, and how consuming more than you create slowly erodes purpose and fulfillment.The episode culminates with the two most destructive choices of all: loving yourself more than God, and never developing a deep, lifelong relationship with Him. If you want to avoid regret, live with meaning, and build a life that actually works, this episode gives you a clear warning sign for every major pitfall—and shows you how to walk the opposite path toward purpose, faith, and strength.Join a group of likeminded Impossible Life listeners in our FREE Skool community by clicking here.Get the Purpose Playbook by clicking hereGet the FREE Basic Discipline Training 30 Day Program by clicking hereJoin us in Mindset Mastery by clicking hereIf you're a man that wants real accountability and training to be a leader, click here.Level up your nutrition with IDLife by clicking hereGET IN TOUCHSocial Media - @theimpossiblelifeEmail - info@theimpossible.life
Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. NVIDIA-CEO hat teuren Mercedes. Orlando Bravo sieht Software-Chance. Kraft Heinz verliert vielleicht Buffett. Nathan's Famous geht an Smithfield. Barry Callebaut kriegt Unilever-CEO. Aixtron & Deutsche Bank haben Analysten. Trump-Team redet. Traton steigt. Adidas (WKN: A1EWWW) macht vieles richtig. An der Börse läuft's nicht. Kann die WM das ändern? Claude Code von Anthropic geht durch die Decke. Wen freut's? Alphabet mit 14%. Und zwei Entwickler mit Gas- und Ralph-Coins. Außerdem: Trump pusht Krypto, Londoner und New Yorker Börse pushen mit. Diesen Podcast vom 22.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
In this episode of Behind the Wealth, we unpack timeless lessons from one of investing's greatest minds — the Oracle of Omaha — and connect them with the real financial behaviors and needs of retirees today. Drawing on key takeaways from LPL's research into Warren Buffett's philosophy, we explore why patience, discipline, and a long-term mindset are foundational to building and preserving wealth. But smart investing isn't just about picking stocks — it's about knowing how retirement dollars actually get spent. We break down the top areas where retirees spend roughly 80% of their income, from housing and healthcare to food and transportation, and offer practical guidance for planning and budgeting through your go-go, slow-go, and no-go years. Finally, we tie it all together with the under-appreciated secret to long-term returns: patience. Investors who resist the noise, stay invested, and let compound gains work in their favor often find themselves on the path to building wealth. Whether you're years from retirement or already living it, this episode gives you actionable insights to think more like Buffett — and spend smarter, too. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
John Hargrave, CEO of Media Shower and author of The Intelligent Crypto Investor, joins the show to unpack a radically calm, Buffett-inspired approach to crypto investing. From wiring money to Belarus to buy Bitcoin in 2013 to nearly losing his business in the 2018 crypto winter, John shares how hard-earned wisdom led him to a disciplined, diversified strategy that blends traditional assets with a carefully sized slice of high-quality crypto — and why this model has quietly outperformed traditional portfolios over the past several years. Why you should listen John traces his origin story from early Bitcoin believer to battle-tested investor, recounting the moment he and his wife went "all in" on crypto during the 2017 bull run — and the brutal reality check that followed when the market collapsed. That near-death experience for his marketing business reshaped his philosophy around risk, leading him to embrace diversification over maximalism. The result: a framework that treats crypto not as a lottery ticket or ideological crusade, but as a serious asset class that earns its place alongside stocks and bonds. At the core of John's book is a simple but contrarian portfolio model: a traditional 60/30-style mix of stocks and bonds, plus up to 10% allocated to high-quality crypto assets like Bitcoin and Ethereum. He argues this small slice has historically captured outsized upside while strictly limiting downside risk — even in worst-case scenarios. John also takes aim at financial advisors for being "a decade behind," suggesting everyday investors can now build and manage this strategy themselves with the right tools and long-term mindset. Beyond numbers, John brings storytelling and big ideas into the mix, drawing inspiration from legendary investors like Warren Buffett, Ben Graham, and Bill Miller to apply value-investing principles to blockchain projects. He shares his bold conviction that crypto and AI represent unevenly distributed futures — and that a global digital currency is not a question of "if," but "when." The conversation closes on sci-fi, Asimov, and the long arc of technological change, framing crypto not just as an investment, but as a bet on the architecture of tomorrow's financial system. Supporting links Stabull Finance New Book - The Intelligent Crypto Investor Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.
Warren Buffett says it only takes 5 minutes to know if a company's worth buying. Skippy & Doogles unpack what he really means.Plus: US workers are getting a smaller slice of the pie — lowest since 1947, and Elon Musk says don't save for retirement. Cool. Cool cool cool.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Gary Mishuris is a CFA and managing partner of Silver Ring Value Partners who combines MIT computer science training with behavioral discipline to practice intrinsic value investing while pioneering practical AI integration in fundamental research.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/And if you haven't yet, find me on Substack!3:00 - Gary frames AI through personal experience: recalls Fidelity portfolio manager using legal pad instead of Excel 25 years ago—illustrates how refusing modern tools creates disadvantage, not discipline.5:30 - The two extremes of AI: Luddite view (AI pollutes your process) vs. magic genie fallacy (ask AI for winning stocks). Reality: AI enables more efficient work, but you still do the hard work.7:15 - “AI natives” concept: younger professionals naturally integrate AI like digital natives adopted technology. Gary warns against becoming dinosaurs by refusing to explore AI's capabilities.12:00 - Key insight: AI forces introspection about your investment process. Where do you add unique value and judgment? Where are repetitive tasks easily enhanced by machines? Must stay “on the loop” and verify outputs.22:00 - Practical AI applications: earnings call analysis, pattern recognition across transcripts, competitor analysis, business model breakdowns. AI excels at synthesis and organization tasks.35:00 - Critical limitation: AI hallucinates and makes mistakes. Never trust blindly. Use AI to generate drafts, frameworks, and organize information—then apply human judgment and verification.45:00 - Discussion of behavioral traps: AI can create illusion of thoroughness through volume. Don't confuse encyclopedic reports with quality analysis. Reference to Buffett's one-page 1951 Geico analysis.58:00 - Warning about endless research: Know when to stop turning rocks. AI makes it too easy to keep researching instead of making decisions. Investment case should fit on one page.1:05:00 - Shorting discussion: timing challenges, asymmetric risk. Emphasis on finding your own process—what works for others may not work for you.1:10:00 - Final wisdom: “Don't equate length with quality. Quality is quality”—whether generated with AI assistance or not. Process matters more than tools.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
The Retire Sooner Podcast welcomes Clark Howard alongside Wes Moss and Christa DiBiase for a special episode focused on market history, long-term investing principles, and today's most talked-about financial transitions. The conversation emphasizes context over commentary and highlights how investors often think through uncertainty, change, and market structure. • Highlight Clark Howard's perspective on Warren Buffett stepping down as CEO of Berkshire Hathaway at age 95 and the transition to Greg Abel. • Review Berkshire Hathaway's long-term role in markets and why its history is frequently referenced alongside the S&P 500. • Frame why long-term market participation is commonly emphasized during periods of leadership change at iconic companies. • Discuss why Clark Howard views this transition as the close of a defining chapter in modern investing history. • Explain how Berkshire Hathaway's conglomerate structure differs from traditional private equity, including transparency and fee considerations. • Examine growing market concentration and the shrinking number of U.S. public companies—and why those trends continue to matter. • Outline how exposure to both public stocks and privately held businesses is often discussed when considering diversification. • Summarize several big-picture themes shaping 2026 conversations, including artificial intelligence, tax-refund dynamics, and election-cycle uncertainty. • Clarify what “dry powder” means and how cash, money market funds, and select bonds are commonly described in retirement safety discussions. • Address listener questions by reviewing general considerations around investing settlement proceeds, tax-advantaged accounts, and dividend-oriented ETFs. This episode offers a thoughtful conversation featuring Clark Howard with Wes Moss, focused on long-term perspective rather than short-term reaction. Listen and subscribe to the Retire Sooner Podcast for ongoing discussions that bring clarity and context to retirement and investing topics. Learn more about your ad choices. Visit megaphone.fm/adchoices
On January 1, 2026, Warren Buffett officially stepped down as CEO of Berkshire Hathaway and handed the reins to his longtime lieutenant Greg Abel.Buffett had been CEO of $BRKB for the past 60 years, and Berkshire's stock price had increased 5.5 million percent during his six-decade tenure.What's next for one of the world's greatest publicly-traded companies of all time?On today's @7investing Live show, my special guest Auri Hughes @Auri_Invest and I will discuss how massive leadership transitions can impact a company and how investors should evaluate them when deciding to buy or sell a stock.Our stock of focus today will be Constellation Software $CNSWF, whose CEO Mark Leonard similarly stepped down after three decades at the helm.
The Moneywise Radio Show and Podcast Wednesday, January 14th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].
In this episode of the Be Wealthy Podcast, Brett Tanner and Katelyn Mitchell break down the real reasons why most real estate professionals never become millionaires — even when they earn great income.Using Warren Buffett's wealth philosophy as a foundation, Brett explains how long-term thinking, compounding, and disciplined decision-making create real wealth over decades — not overnight. Together, Brett and Katelyn unpack common financial traps like overleveraging, emotional decision-making, lifestyle inflation, and constantly “visiting” your capital.This episode dives deep into wealth models, cash flow strategy, debt discipline, and how small financial choices compound into massive outcomes over time. If you've ever felt “behind” financially or confused about why hard work hasn't translated into wealth yet, this conversation brings clarity, structure, and a proven path forward.
Is It Time To Sell Berkshire Hathaway? & 5 Predictions for Investors in 2026 In this episode, Clark Howard and Wes Moss dive deep into the legacy of Warren Buffett and what the future holds for Berkshire Hathaway as it enters a new chapter. Wes breaks down the staggering math of Buffett's success, and Clark discusses the "jockey vs. the horse" theory, questioning if the company can maintain its magic without Buffett at the helm. Also, Wes provides his definitive 2026 market outlook by answering five critical questions for investors. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 13, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes. Let us know what you think in the comments!Learn more about Wes: BOOKS BY WES MOSS Wes Moss, CFP® Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Unete al grupo de inversión:https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join Escucha mi Audiolibro: De Novato a Inversionista - El ABC de la Bolsa de Valoreshttps://bit.ly/NovatoInversionista Obtén 3 meses gratis de Notion for Business, que incluye IA:https://ntn.so/[genuina]emprendeduros Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
LOVE HOSTILE TAKEOVERS? Upgrades all around the AI trade again… January Effect Defense and Oil Related – Let’s Go! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - CTP Cup - We have a winner! - Kitchen Cabinets rejoice! - Buffett is retired (kind of) - ALL TIME HIGHS - DJIA Leading so far in 2026 Markets - LOVE HOSTILE TAKEOVERS? - Upgrades all around the AI trade again... - January Effect - Defense and Oil Related! - Calling BS on Venezuela economic plans Doctor Copper - Copper surpassed $13,000 a ton for the first time due to a renewed rush to ship metal to the US. - The rally has been underpinned by the ongoing threat of import tariffs from President Donald Trump, causing US copper prices to trade at a premium to those on the London Metal Exchange. - The market has been driven by uncertainty over future US tariff policy, with analysts warning that the rest of the world could run short of copper due to low inventories outside the US. - Huge inventory build due to uncertainty Copper Chart Following up on that...Some Questions - Isn't the massive inventory build we are seeing due to uncertainly? - Lots bought before tariffs went into effect - then tariffs reduced... - Will there be a hangover from a the pull-forward like we have seen in the past? Best markets for 2025 Colombia: +80% South Korea (KOSPI): +76% Ghana: +79% Brazil (Bovespa): +34% Japan (Nikkei 225): +26% Europe STOXX 600: +19% China (Shanghai Composite): +18% U.S. S&P 500: +17% U.S. Nasdaq: +21% U.S. Dow Jones: +12% US Dollar - Basket USD is at 8 year LOW - Yen at key intervention level (again) - NO MANIPULATION HERE! -- -- Gold/Silver betting trend continues... - What happened to -> "a strong USD is in the best interests of the USA"? Monday Markets - For no apparent reason....(could it be the Venezuela news???) - Markets JUMPED - Oil and Defense stocks moved! - DJIA up ~ 600 Points ---These stocks were about 500 points of the 600: - GS Goldman Sachs Group Inc - CAT Caterpillar Inc - JPM JPMorgan Chase & Co - CVX Chevron Corp - V Visa Inc ---- GS is 1/2 the DJIA gains for 2026 Here we go... - Elon Musk's Grok is generating sexualized images of women and minors - users are taking pictures of others and telling Grok to "remove their clothes" or "put them in a thong bikini" - review of public requests sent to Grok over a single 10-minute-long period at midday U.S. Eastern Time last Friday tallied 102 attempts by X users to use Grok to digitally edit photographs of people so that they would appear to be wearing bikinis. - Politicians in France ask prosecutors to investigate; India demands answers - Experts have long warned Grok owner xAI about potential misuses of AI-generated content - Ministers in France have reported X to prosecutors and regulators over the disturbing images, saying in a statement on Friday the "sexual and sexist" content was "manifestly illegal." India's IT ministry said in a letter to X's local unit that the platform failed to prevent Grok's misuse by generating and circulating obscene and sexually explicit content. - Guardrails not very tight along the track - Surprised? TESLA - Sales awful - Stock holdingup - BYD Co. outsold Tesla Inc. in Europe's two largest electric-vehicle markets last year as the Chinese automaker continues its global expansion. - BYD registered more than twice as many new vehicles in December as Tesla did in Germany, and outperformed Tesla in the UK with 51,422 registrations compared to Tesla's 45,513. - BYD delivered 2.26 million EVs in 2025 to Tesla's 1.64 million, and has made strong inroads in the UK where Chinese brands have been attracting consumers with cheaper sticker prices. - NVDA announced it is expanding autonomous driving sector INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Silver and Gold - As we predicted - Gold and silver prices fell Wednesday after exchange operator CME Group again hiked the margins on precious metal futures. - CME Group said in a statement Tuesday that the decision was made “as per the normal review of market volatility to ensure adequate collateral coverage.” - That caused some to sell positions to bring margin requirement in check - - Should be temporary until metals find their margin equilibrium Bitcoin - Starting the year off right - Up 7% in 2026 after a very poor 2025 - Crypto moving as well - Safe haven trade, catch up trade or who-knows-what-the-hell trade? January Effect - The January Effect is a market phenomenon where stock prices—especially small-cap stocks—tend to rise more in January than in other months. - Tax-loss selling in December: Investors often sell losing positions at year-end to offset capital gains for tax purposes. - Reinvestment in January: After the new year, they buy back stocks, creating upward pressure. - Bonus and cash inflows: Year-end bonuses and new investment allocations often hit the market in January. - Small-caps up almost 3% YTD Impressive - Investors fortunate enough to own Berkshire since 1965, when Buffett took over, realized a return of about 6,100,000%, far above the S&P 500's approximately 46,000% return including dividends. - Buffett is now officially retired - said to be one (or the) greatest investors of our time - Buffett, 95, will remain chairman and plans to keep going every day to Berkshire's office in Omaha, Nebraska, about 2 miles (3.2 km) east of his home, and help Abel. - They still have not completely figured out who will run the equity portfolio after Todd Combs left to join JPM Kitchen Cabinet Relief - Steep tariffs on upholstered furniture and kitchen cabinets and vanities have been delayed by the Trump administration. - It's the latest roller coaster of Trump's tariff wars since he returned to office last year. - The administration is also scaling back on a steep tariff proposed on Italian pasta that would have put the rate at 107%. Let's talk Venezuela - The idea that the US is just going to come in an turn everything rosy is dumb - overly simplistic thesis --- Sets up a bad global potential for overthrowing governments - where does it stop - The idea that US companies are going to go in there and drill and US is going to reimburse for costs? --- The country is allied with Russia and China - not US (at this time) - This is reminiscent of when we opened the doors to Cuba - we opened it up and no one benefited. Maybe this time will be different. - BUT Venezuela owns the largest proven oil reserves in the world, holding approximately 303 billion barrels as of the end of 2024, which is nearly 18–19% of global reserves. So, that is something. VZ Oil Production Drug Price Hikes - Drugmakers plan to raise U.S. prices on at least 350 branded medications including vaccines against COVID, RSV and shingles and blockbuster cancer treatment Ibrance, even as the Trump administration pressures them for cuts - The number of price increases for 2026 is up from the same point last year, when drugmakers unveiled plans for raises on more than 250 drugs. The median of this year's price hikes is around 4% - in line with 2025. -Drugmakers also plan to cut the list prices on around nine drugs. That includes a more than 40% cut for Boehringer Ingelheim's diabetes drug Jardiance and three related treatments. Greenland - What are the odds????? (Prediction Markets are on it! https://forecasttrader.interactivebrokers.com/eventtrader/#/market-details?id=791099793%7C20290101%7C0%7C&detail=contract_details) - “Greenland belongs to its people. It is for Denmark and Greenland, and them only, to decide on matters concerning Denmark and Greenland.” In Closing - The "AI NOT LESS PEOPLE WORKING" - Scam - “I would say that we're actually not hiring fewer people,” AMDs Lisa Su told CNBC's Jon Fortt on Tuesday from the CES conference in Las Vegas. “Frankly, we're growing very significantly as a company, so we actually are hiring lots of people, but we're hiring different people. We're hiring people who are AI forward.” Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
This week: 2025 ended on high for the US stock market but no one seems too pleased with its performance. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the story of the US markets in 2025, why it was outperformed internationally, and the role AI has played. Then, the hosts discuss how, amid the uncertainty and chaos of Trump's trade war, Mexico has found a way to come out on top. And finally, 2025 saw a boom for dealmaking with $2.4 trillion in global mergers and acquisitions. Meanwhile, old fashioned conglomerate Berkshire-Hathaway is changing hands with Warren Buffett stepping down at the age of 95. Will the new CEO keep with Buffett's conservative investment strategy? In the Slate Plus episode: Food52 & Saks Run Out of Cash Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week: 2025 ended on high for the US stock market but no one seems too pleased with its performance. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the story of the US markets in 2025, why it was outperformed internationally, and the role AI has played. Then, the hosts discuss how, amid the uncertainty and chaos of Trump's trade war, Mexico has found a way to come out on top. And finally, 2025 saw a boom for dealmaking with $2.4 trillion in global mergers and acquisitions. Meanwhile, old fashioned conglomerate Berkshire-Hathaway is changing hands with Warren Buffett stepping down at the age of 95. Will the new CEO keep with Buffett's conservative investment strategy? In the Slate Plus episode: Food52 & Saks Run Out of Cash Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week: 2025 ended on high for the US stock market but no one seems too pleased with its performance. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the story of the US markets in 2025, why it was outperformed internationally, and the role AI has played. Then, the hosts discuss how, amid the uncertainty and chaos of Trump's trade war, Mexico has found a way to come out on top. And finally, 2025 saw a boom for dealmaking with $2.4 trillion in global mergers and acquisitions. Meanwhile, old fashioned conglomerate Berkshire-Hathaway is changing hands with Warren Buffett stepping down at the age of 95. Will the new CEO keep with Buffett's conservative investment strategy? In the Slate Plus episode: Food52 & Saks Run Out of Cash Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices
As Warren Buffett aged, he became a different sort of figure. He transformed from short-term investor into long-term builder. He used Berkshire Hathaway to start buying companies and build an empire. Today on the show, how did Buffett's fame become an investment tool and hHow did he handle the biggest crisis of his career? Related episodes: Planet Money Summer School 2: Index Funds & The BetBrilliant vs. Boring For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
With an unprecedented decades-long run of success, Warren Buffett is retiring on December 31, 2025. Buffett's turning point began with the acquisition of a failing textile mill called Berkshire Hathaway. What began as a “terrible mistake” became the foundation for his empire. Today on the show, how did Buffett become this legendary figure? Related episodes: Planet Money Summer School 2: Index Funds & The BetBrilliant vs. Boring For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy