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Skippy and Doogles dive into the viral debate around “the real poverty line” and trust us, it's not $31,000… but it's definitely not $140,000 either.Then we turn to Ray Dalio's latest bubble commentary, unpacking what “80% of the way into a bubble” really means—and why cash, leverage, and forced selling matter more than clickbait headlines.Finally, we close with the heartwarming Wall Street Journal piece on Charlie Munger's final years. From yelling across rooms with Buffett to adopting new teenage friends at age 99, Munger kept compounding wisdom until the very end.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.
In dieser Episode spreche ich mit Börsenexperte Helmut Jonen, der seit 1982 an den Finanzmärkten aktiv ist. Gemeinsam analysieren wir, warum die Börsen aktuell auf neuen Höchstständen stehen, weshalb Warren Buffett massiv Cash aufbaut und welche Sektoren jetzt echte Chancen bieten, während andere gefährlich heiß gelaufen sind.Wenn du wissen willst, wie erfahrene Investoren die aktuelle Marktsituation einschätzen, welche Aktiensektoren Helmut jetzt meidet – und welche er aktiv zukauft – dann ist diese Folge Pflicht.https://www.instagram.com/waikiki5800/⚠️ DisclaimerKeine Anlageberatung.Die Inhalte dieses Podcasts dienen ausschließlich der allgemeinen Information und stellen keine Empfehlung zum Kauf oder Verkauf von Wertpapieren, Finanzinstrumenten oder sonstigen Anlagen dar.Alle geäußerten Meinungen spiegeln die persönliche Einschätzung der Gesprächsteilnehmer wider und können sich jederzeit ändern.Investitionen in Wertpapiere sind immer mit Risiken verbunden – bis hin zum Totalverlust.Bitte führe vor jeder Investmententscheidung deine eigene Recherche durch oder konsultiere einen professionellen Finanzberater.
Pastor and bestselling author Mark Batterson joins Bob to unpack one of the most misunderstood principles of growth: the way breakthroughs actually happen—gradually, then suddenly. From Warren Buffett's compounding to Jim Carrey's famed $10M check, to the long arc of ministry, writing, generosity, and family life, this conversation is a hopeful reset for anyone who feels "behind." In This Episode Why most "overnight success" stories take decades What 95-year-olds say they would do differently (and how it should change our lives today) The "25-year time machine" mindset that makes ordinary moments priceless Why young adults often underestimate what God can do in 10–20 years How Mark pastors a church with seven properties and zero debt — and the long-term mindset behind it Turning your church "inside out": how NCC generates $2M/year through marketplace engagement The hidden power of giving goals (and the difference between getting vs. giving goals) The surprising truth about Buffett's wealth: it's not returns… it's time Mark's take on grand gestures, faith steps, and why God honors long obedience Bob's story of writing a 5-year giving goal that seemed impossible—and what God did What to do when your dream is taking way longer than you thought Key Quotes "You'll overestimate what you can do in two years and underestimate what God can do in ten." —Mark Batterson "Faith is taking the first step before God reveals the second." —Mark Batterson "The greatest risk is taking no risks." —Mark Batterson "We decided to do a ten-year book launch. Let's give it a decade and see if it's any good." —Bob Lotich Timestamps 00:00 — Why get-rich-quick thinking never works 01:00 — Introducing Mark Batterson & the story behind Gradually, Then Suddenly 02:00 — What 95-year-olds regret most 04:00 — The "25-year time machine" for parenting and life 05:00 — Why we plan vacations better than our futures 07:00 — The power of long-range thinking (and why it's so rare) 08:00 — Why most people quit right before the breakthrough 10:00 — Bob's 10-year book launch strategy 12:00 — Early results vs. long obedience 14:00 — The myth of the fast start: Circle Maker sales + slow beginnings 16:00 — Teaching a generation to love "gradually" 19:00 — Mark's 29-year pastoral journey and miraculous property story 21:00 — Why NCC's venue generates $2M/year 24:00 — What church leaders can learn from marketplace strategy 28:00 — Jim Carrey's $10M check and the power of a grand gesture 29:00 — Bob's five-year giving goal that changed everything 32:00 — How giving goals open doors for God to move 34:00 — What to do with dreams that are taking too long 35:00 — Closing encouragement + where to get the book Resources & Links Mark Batterson's new book: Gradually, Then Suddenly The Circle Maker by Mark Batterson Psychology of Money by Morgan Housel Perennial Seller by Ryan Holiday If You Enjoyed This Episode Please leave a rating & review — it helps more people discover the show and live with biblical wisdom about money, purpose, and calling. BONUS: Ever dreamt of hanging out with us for 6 weeks in your small group or church? Head to https://seedtime.com/true for details or shoot us a DM on Instagram (http://instagram.com/seedtime). If you haven't checked out our best-selling book Simple Money, Rich Life (https://seedtime.com/smrl/), we think you'll love it. It was named the 2022 Book of the Year by ICFH and has over 1,000 5-star reviews on Amazon, and is best described as "a money book for people who don't read money books." You can take it for a test drive for FREE at https://SeedTime.com/sample where you can download chapter 1 of the audiobook, grab the 1st 2 chapters of the ebook version, and even get the 5-week book study companion guide.
Deezy looks at the Warren Buffett-style of investing and applies it to crypto. What are the most popular yield strategies and what do they pay out? https://coindepo.com/
Episode 618: Matthew and Abbie share the powerful life lessons Warren Buffett models – principles that shape how we live, not just how we invest. And for people who hate “money stuff,” learn how to make money feel simple and manageable with an easy system that works even if budgeting and spreadsheets aren't your thing.
We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market.Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squibb Company (BMY), The Federal Reserve, Vanguard Mid-Cap Value Index Fund ETF Shares (VOE), Netflix, Inc. (NFLX), Barrick Mining Corporation (B), How A-I Influences Shopping.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
The Oracle of Omaha is officially "going quiet." In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders. This episode isn't about taxes, investing, or the latest market headlines. It's about how one of the most successful investors of all time is thinking about money, family, aging, and what actually matters when the scoreboard stops moving. In this Thanksgiving special, I break down: ▶ Why he chose to say this now (at age 95!) ▶ What retirement savers and investors can learn from his message ▶ How his parting wisdom can change the way you use your time and wealth If you've ever wondered what your future self might wish you'd paid more attention to today, this conversation is for you. Tune in for the deeper meaning behind Buffett's Thanksgiving sign-off ("yes, even the jerks") and what it reveals about redefining success in the second half of life. ***
Het Orakel van Omaha. Is daar nog niet alles over gezegd? Welnee. We kunnen niet lang genoeg naar deze man luisteren. Uit een enorme lading luisterwaardig materiaal visten we de beste uitspraken van Buffett. In deze aflevering lopen we ze langs aan de hand van zijn investeringsfilosofie, die sterk is geworteld in de basisprincipes van zijn mentor Benjamin Graham: Mr. Market, Margin of Safety en Buy Businesses. Pim deelt een korting uit op PDT en heeft Crowdstrike verkocht. ► Uitgebreide show notes en achtergrondinformatie: https://jongbeleggendepodcast.nl/207-grote-beleggers-warren-buffett-deel-1 ► 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. ► Voor boekhoudtips én een extra lange gratis proefperiode, ga naar moneybird.nl/jongbeleggen. ► Ga naar Incogni.com/JongBeleggen voor 60% korting. ► Geef jezelf 3 tellen en bij twijfel klik weg. Deze aflevering is in samenwerking met De Rijksoverheid. Kijk voor meer informatie over online oplichting op laatjenietinterneppen.nl.See omnystudio.com/listener for privacy information.
Am 31.12.2025 verlässt Warren Buffett, inzwischen 95jährig, die Brücke bei Berkshire Hathaway. Mit dem Schweizer Fondsmanager und Valueinvestor Sven Sommer versuche ich in dieser Folge seinen Anlagestil nachzuvollziehen. Aber diese Folge ist auch eine Reminiszenz an den wohl bedeutendsten Investor der letzten Jahrzehnte, wenn nicht sogar aller Zeiten. Buffett von Vielen zitiert, aber auch verstanden? Antwort und nicht nur auf diese Frage gibt's hier.
Andy, Noah, and Corey reveal how investors can consistently earn double-digit returns without taking big risks. Using Warren Buffett's strategy with Occidental Petroleum (OXY) as an example, they explain how steady, fundamentals-based investing and smart options strategies can generate reliable cash flow and long-term growth. What You'll Learn in This Episode: - How to build consistent double-digit returns - Lessons from Buffett's OXY investments - How selling put options creates income and limits risk - Why dividends and cash flow drive lasting success - How to pair fundamentals with technical analysis Action Items: - Explore free resources at cashflowbonus.com
My guest on the show today is Kenny Chan, Founder and Portfolio Manager of Korwell Capital. Kenny is only 23, but he's built an investment philosophy rooted in the classics — Peter Lynch, Joel Greenblatt, Warren Buffett — and adapted with a modern, high-conviction approach. His north star: “Buy Phil Fisher–like businesses at Graham-like prices.” Kenny walks us through the four categories that define his framework: misunderstood Buffett-like compounders, deep Graham-style value plays, capital-cycle opportunities, and turnarounds. We discuss how he launched Korwell Capital straight out of college, and how investing his own convictions — not academic theory — drives his process. We dig into two examples that bring this to life. First, Advance Auto Parts, where Kenny saw a rare combination of capital-cycle tailwinds, industry consolidation, and a fixable integration problem — creating a classic turnaround at a very cheap price. Second, Trubar, which received a takeover bid on the day of our interview. Kenny breaks down why he viewed the company as a niche brand with a durable moat, why the sale undervalues its long-term potential, and the critical lesson he's taking away: understand management incentives before you invest. We wrap with Kenny's advice for aspiring managers — especially the importance of writing publicly, testing your theses, and building a network through the quality of your ideas. We talked about a number of companies in today's episode, Kenny is a shareholder of Advance Auto Parts and Trubar, and I am not a shareholder in any of the names mentioned. For more information about Kenny Chan and Korwell Capital, please visit: https://korwellcapital.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft
Faça sua assinatura! www.resumido.cc/assinatura--Big Techs querem ler sua mente, só que a infraestrutura atual mal aguenta segurar a internet online e a IA só consegue regurgitar nostalgia. No mercado, Buffett aposta no Google e Thiel zera Nvidia com medo da bolha.Temos (infra)estrutura pra tanta ambição?No RESUMIDO #340: Colapso da IA foi adiado, Big Techs querem ler sua mente, a estética da nostalgia gerada por IA já cansou, pen drive musical de caminhoneiro, robôs domésticos tropeçam em demonstrações, a internet caiu de novo, Warren Buffett aposta no Google e muito mais!--Ouça e confira todos os links comentados no episódio: https://resumido.cc/podcasts/big-tech-quer-ler-sua-mente-colapso-de-ia-adiado-warren-buffett-aposta-no-google/--Aproveite o Black November da Insider Store com o cupom de desconto RESUMIDO: https://creators.insiderstore.com.br/RESUMIDOBF
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro4:24- TransDigm outlook10:16- Great capital allocators pivot 14:55- Garmin update19:33- Brookfield update24:51- Buffett's pitch for Berkshire stock29:13- Why we own CNQ36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities
From political change to corporate reform, Japan's market is heating up. Here's what investors need to know. (0:50) - What Should Investors Know About Japan's New Prime Minister And Their Policies (6:25) - What Is Currently Driving Japan's Equity Rally? (13:00) - ETFs Investors Should Consider When Looking For Exposure In Japan (16:40) - What Other interests Should Investors Be Aware of When Investing In Japan (19:25) - Episode Roundup: DXJ, OPPJ, EWJ, FLJP, FLJH Podcast@Zacks.com
In this week's episode, we discuss Michael Burry's return to the public eye after a 2 year hiatus, Berkshire Hathaway's huge investment in Google and more!Thanks to Seeking Alpha for sponsoring this episode! Start your 7 day free trial & get $30 OFF your first year: https://link.seekingalpha.com/2DC4DWS/4G6SHH/?creative_id=12Now available on YouTube, Apple Podcast, Spotify & most other platforms!Spotify:https://open.spotify.com/show/2caCydo...Apple:https://podcasts.apple.com/au/podcast...★ ★ OUR CHANNELS ★★Hamish:https://www.youtube.com/hamishhodderBrandon:https://www.youtube.com/channel/UCvSX...★ ★ FOLLOW US ★ ★Instagram (Hamish) ► hamishhodderofficialInstagram (Brandon)► new.money.officialBrandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative#1305795 of Guideway Financial Services Pty Ltd, AFSL#420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's FSG available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.
– Buffett’s last letter – Bloody bitcoin! – NVIDIA booms – Bankers in parliamentSee omnystudio.com/listener for privacy information.
While the Fear and Greed Index just hit "Extreme Fear" territory, Spectra Markets president Brent Donnelly says we're in more of a rotation than a panic. Brent and I talk about the AI trade—why Meta's earnings marked a shift, whether OpenAI's $500 billion valuation is defensible, and why 65% of respondents would short it. Plus, why Buffett just bet on Google.
It's Thursday, November 20th, A.D. 2025. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Muslims in Congo killed 17 patients in a Christian hospital Sheer evil has struck Africa again. Last Friday, Muslim militants with the Allied Democratic Forces killed 17 people at a Christian hospital in the eastern Democratic Republic of Congo. The armed rebels killed patients in their hospital beds, including women who were nursing their babies. Such civilian massacres are becoming more common in the Christian-majority area. Congo is ranked 35th on the Open Doors' World Watch List of the most dangerous countries to be a Christian. Open Doors' profile for the country notes, “Allied with the Islamic State group, the [Allied Democratic Forces] abduct and kill Christians and attack churches, leading to widespread terror, insecurity and displacement.” European Court of Human Rights denied rights of unborn humans The European Court of Human Rights ruled in favor of abortion last week, denying the rights of unborn humans. The case began when a woman wanted to get an abortion in Poland after discovering her baby had a genetic disorder. However, Poland's Constitutional Tribunal had struck down abortion on the basis of disability. So, the woman travelled abroad for an abortion and challenged Poland's decision. The European court ruled against Poland in the case. Dr. Felix Böllmann with Alliance Defending Freedom International warned, “This judgment sends a troubling signal that the Court is again willing to overstep its role. The Court should return to its original mission of protecting genuine human rights, not inventing false ones.” Isaiah 10:1-2 says, “Woe to those who decree unrighteous decrees, who write misfortune, which they have prescribed to rob the needy of justice ... that widows may be their prey, and that they may rob the fatherless.” U.S. pregnancy centers are seeing growth In the United States, pregnancy centers are seeing growth in recent years. The Charlotte Lozier Institute released its 2025 National Pregnancy Center Report. The study found 2,775 pregnancy centers provided over $452 million in care, education, and material goods to families in 2024. The centers also saw over one million new clients for the first time last year. That's the equivalent of each location serving a new client every day! The phase out of the unnecessary Department of Education The U.S. Department of Education announced Tuesday it is handing off major responsibilities to other federal agencies. This is part of the Trump administration's plan to close the department. The plan transfers major programs to the Departments of Labor, Interior, State as well as Health and Human Services. Listen to comments from U.S. Secretary of Education Linda McMahon. MCMAHON: “The announcement really follows the plan that President Trump has had since Day 1, and that is returning education to the states. He fully believes, as do I, the best education is that that is closest to the child, and not one run from a bureaucracy in Washington D.C.” Only 11% of U.S. churchgoers have Biblical worldview Christian researcher Dr. George Barna released his latest survey on the worldview of Americans, specifically regular churchgoers. The report found only 11% of churchgoers have a Biblical worldview. Only 54% say the Bible is the inspired, error-free Word of God. About 50% or less believe the Bible speaks clearly on moral issues. And 32% of churchgoers now prefer socialism over capitalism. Dr. David Closson, Director of the Center for Biblical Worldview at the Family Research Council, commented on the study. He said, “The answer to these trends is not despair, but a return to the faithful proclamation of God's Word. We must help Christians connect their zeal for God with the knowledge of God, as Scripture commands in Romans 10:2.” That verse says, “For I bear them witness that they have a zeal for God, but not according to knowledge.” WalMart CEO and Berkshire Hathaway CEO retire And finally, CEOs of U.S. companies are leaving at record rates this year. This comes as many executives are reaching retirement age. For example, 59-year-old Doug McMillion will retire from being CEO of Walmart next year after leading the retailer's growth for over a decade. In another case, 95-year-old Warren Buffett is stepping down as CEO of Berkshire Hathaway this year. After 60 years in leadership, the renowned investor sent out his final letter to shareholders last week. In his final thoughts, Buffett wrote, “Greatness does not come about through accumulating great amounts of money. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it's hard to beat The Golden Rule as a guide to behavior.” Buffett's billions funded millions of abortions Too bad Buffet has not used his resources to treat the unborn children in the womb with such Golden Rule kindness. Instead, the Media Research Center reported that Buffett's grants to abortion groups through the Buffett Foundation totaled at least $1.3 billion between 1989 and 2012. (The tax returns from 1997 to 2000 were missing.) The New York Times reported, “Most of the [Buffet] Foundation's spending goes to abortion and contraception.” Buffett's biographer describes him as having “a Malthusian dread” of population growth among the poor. And the Buffett Foundation's spending in this area was accelerating rapidly as the 2000s unfolded. Beneficiaries of Buffett's deadly giving include $300 million for abortion giant Planned Parenthood as well as millions more for the National Abortion Rights Action League, the National Abortion Federation, Catholics for a Free Choice, Abortion Access Project, Population Council, Marie Stopes International, the Center for Reproductive Rights, and dozens of other pro-abortion advocates. In addition, the Buffett Foundation gave money that was instrumental in creating the abortion drug RU-486 and pushing it through clinical trials. Tragically, 63% of mothers who abort in America today use this deadly drug to kill their babies. Close And that's The Worldview on this Thursday, Novem ber 20th, in the year of our Lord 2025. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus
Chuck Zodda and Mike Armstrong discuss the strongest buyer's housing market in over a decade. The American middle class is shrinking. Is that such a bad thing? Blue Owl money machine sputters in face of private credit cracks. Buffett's Alphabet blessing puts valuation paradox in focus. Teens seek mental-health help from Chatbots. Yikes!
You're listening to American Ground Radio with Louis R. Avallone and Stephen Parr. This is the full show for November 19, 2025. 0:30 We walk through one of Donald Trump’s most brilliant strategic maneuvers—one the media will never credit him for and Democrats will swear was pure coincidence. Trump didn’t demand the release of the Epstein files, didn’t beat the drum, didn’t turn it into a rally chant. He hesitated just enough to send Democrats into full Trump-Derangement overdrive, convincing themselves they were “standing up” to him. And in that frenzy, Democrats in the House voted unanimously to release documents that could expose their own donors, their own Hollywood friends, and, as newly revealed, even their own party leader, Hakeem Jeffries. 9:30 Plus we cover the Top 3 Things You Need to Know. Billionaire Democrat Tom Steyer has announced he's running for Governor of California next year. The Department of Homeland Security has issued a Civil Emergency for Broadview, Illinois where pro-illegal alien activists have been rioting outside of an ICE facility. Federal Judge Orlando L. Garcia is ordering teachers in Texas to remove posters displaying the 10 Commandments from classrooms across the state. 12:30 Get Performlyte from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 13:00 Even in Congress there are still supposed to be some basic standards of conduct, especially when you’re representing the United States abroad. Speaker Mike Johnson is trying to restore that sense of honor. After an alcohol-related incident during an official trip to Mexico Rep. Dan Crenshaw from Texas, has been banned from international travel for three months. 16:00 The American Mamas tackle a difficult listener question: When a couple divorces, should they tell the kids if infidelity was involved? Teri Netterville and Kimberly Burleson explore different perspectives on honesty, timing, protecting children, and how to handle complicated situations when emotions are high. The conversation highlights how every family’s circumstances are different — and why compassion and careful communication matter. If you'd like to ask our American Mamas a question, go to our website, AmericanGroundRadio.com/mamas and click on the Ask the Mamas button. 22:30 We dive into the surprising public reunion between Elon Musk and former President Trump, reacting to their renewed friendliness and the buzz surrounding it. 25:00 We Dig Deep into President Trump’s push to dismantle the Department of Education—and how Education Secretary Linda McMahon is quietly making it happen piece by piece. Instead of just flipping off the lights and walking away, McMahon is moving programs into agencies where they actually make sense. We're walking you through why the Department of Education never lived up to its mission, how test scores have slid since its creation in 1979, and why so many states and parents want control returned to the local level. 32:00 Get Prodovite Plus from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 32:30 We dive into the growing national uproar over the NFL’s choice of Bad Bunny as the next Super Bowl halftime performer—months before the game even kicks off. We break down comments from Gracie Hunt, daughter of Kansas City Chiefs owner Clark Hunt, and we debate whether Bad Bunny is even on the same level as past performers. 35:30 Plus, Warren Buffet's annual Berkshire Hathaway letter is a real Bright Spot. At 95, Buffett shares lessons that go beyond money. He reminds us to forgive ourselves for past mistakes, choose the best role models, and to live a life that you can be proud of. Work harder on yourself than on your job, because greatness isn’t about money, fame, or power—it’s about helping others. And the kicker? Kindness is costless—but priceless. Greatness comes from the way you treat people, not how much you earn or the headlines you make. Buffett’s advice is simple, timeless, and actionable. 40:00 We break down Congresswoman Jasmine Crockett’s recent comments about President Trump and his supporters, calling them “a cult” and questioning why anyone would back him. She seems to completely misunderstand what they stand for, and that's okay. Confidence and conviction matter, and you can’t let critics or mockery shake you from standing firm in your beliefs. But if anybody votes for Jasmine Crockett, we're saying, "whoa." 41:30 And we finish off with one of the most famous speeches in American history, the Gettysburg Address. See omnystudio.com/listener for privacy information.
3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett? In this episode: Adrenaline put on an amazing show in Vegas! [0:20] How to play the market pullback [5:07] What to expect from Nvidia's earnings tonight [7:17] 3 catalysts that will send stocks surging within six months [20:30] Ford's CEO just issued a major warning on the workforce [30:02] Is Berkshire still relevant without Buffett? [37:01] Two great opportunities coming to Curzio One members [48:33] 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
The NIA boys discuss “May I Meet You?”, Michael Burry's AI Short, Elon's $1T Package and Buffett's $4B Google BetTimestamps(00:00:00) - Intro(00:02:41) - Meme of the Week(00:11:27) - Michael Burry's AI Short(00:24:39) - Elon's $1T Package(00:31:46) - State of the Markets(00:40:59) - Buffett's $4B Google BetWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.
Im heutigen Podcast geht es um Warren Buffetts Rekord-Cash-Bestand von 382 Milliarden Dollar und warum du dieses Geld nicht als Omen für einen bevorstehenden Crash interpretieren solltest. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q4Termin25 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q4NewsYT25
Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.Mark's experience prior to founding MAC Alpha Capital Management:Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.Analyst, Pequot Capital Management, 2002 to 2004 Portfolio Manager, JP Morgan, 1992 to 2000 | Fixed income, commodities, and foreign exchange asset classes, co-managing a $50 billion notional value portfolio investing in both European and exotic options and managing a $10 billion portfolio focused on long-dated gold and silver.Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value InvestingEducation and Credentials:MBA - Columbia Business School 2002 | Bachelor of Science - Massachusetts Institute of Technology 1991. Former US Army officer Former Vice Chairman of Harlem success academy HSA #2 (a charter school) |Co-author of Value Investing: From Graham to Buffett and Beyond – Second Edition.Sponsorship InformationThank you to Fiscal.ai for sponsoring the show. DISCOUNT INFO: If you use the affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About Fiscal.aiFiscal.ai is the complete modern data terminal for global equities.The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, Fiscal.ai's data is updated within minutes of earnings reports. Fiscal.ai also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.
This is a "How to use the tools" MASTER CLASS looking at $MU, $GOOG, several Alpha Picks and so many other stocks. You'll see how finding stocks that are STRONG BUYS and using the charts helps make gains. If your tools can do this - KEEP THEM! If not - consider trying them using the BLACK FRIDAY SALES! Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and a look at the big week ahead for Wall Street - before getting into whether we're in a "Jenga Tower" economy with one market strategist arguing yes. Plus: Berkshire Hathaway out with a big bet on Google... The details, this hour. And is it time to take a look at the smallcaps? Hear one Goldman portfolio manager's top picks for what's been a volatile trade this month. Also in focus: the bitcoin breakdown - as prices struggle to hold onto gains for the year... And what you need to know about the FAA's rollback of flight restrictions, starting today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wall Street and the three-year-old bull market look to rebound despite fresh doubts and a shaky AI trade. Plus, a delayed September jobs report. A wave of retail earnings. Nvidia's make-or-break results on Wednesday. And later, Buffett boosts Berkshire's tech bets, sending Alphabet jumping. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a seasoned investor on a lifelong journey known for his thoughtful investment philosophy and engaging market insights.3:00 - Robert describes the 1960s "paperwork crisis" when Wall Street trading volumes exploded and people physically schlepped suitcases of stock certificates along Wall Street, requiring the establishment of the Depository Trust Company in 1973.5:20 - Bogumil shares his vivid memory of holding physical account statements from decades ago, witnessing the literal doubling of family fortunes—"two turning into four, four turning into eight"—and how the tangible nature of old statements helped him grasp the true power of long-term compounding.6:45 - Discussion of Buffett's revolutionary fee structure: zero management fees, profit sharing only above hurdles, and the forgotten detail—unlimited personal liability for losses. "Talking about aligned interests... we all talk about it, but normally we do not share in the downside directly."14:30 - Robert explains why Buffett dissolved his partnerships in 1969: "He didn't want to manage other people's emotions anymore." The shift from managing external capital to managing Berkshire allowed him to focus purely on business building without quarterly redemption pressures.25:00 - The power of Buffett's language: simple, clear, authentic communication that builds trust. Robert notes how Buffett writes letters "as if he's sitting in your living room explaining things to you."38:15 - Discussion of Berkshire as more than just an investment—it becomes part of people's identities, something they want to pass to their children, transforming from a stock into a legacy vehicle.56:30 - Bogumil's insight about Omaha during the annual meeting: "There's no other place on earth that for a few days, I have more friends per square mile than anywhere else."59:00 - Final reflection on trust and doing the right thing even when nobody's watching—the essence of working with families and the true lesson from Buffett and Munger.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.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Warren Buffett's Berkshire Hathaway (BRK/B) now has Alphabet (GOOGL) as its 10th biggest holding. The firm revealed in a recent filing that it added a $3.4 billion stake in the Mag 7 giant while trimming its Apple (AAPL) stake by over $10 billion. Marley Kayden explains what makes the move so significant as Buffett begins to make his exit as Berkshire's leader. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
A great look at how to analyze $NVDA earnings - Sidekick gave you the blueprint. TRY IT! Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
Arranca una semana crucial para los mercados, marcada por el regreso de indicadores económicos clave, expectativas por los resultados de Nvidia y señales de cambio en la política comercial:
Stock market update for November 17, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
【欢迎订阅】 每天早上5:30,准时更新。 【阅读原文】 标题:Warren Buffett's Berkshire Hathaway Farewell: ‘I'm Going Quiet'正文:In one of his final missives as the company's leader, Mr. Buffett said he would accelerate his plans to disburse his fortune to his children's foundations.知识点:farewell /ˌfeəˈwel/ (noun / interjection)An expression of good wishes when someone is leaving; the act of saying goodbye告别;道别;再见(用于某人离开时表达美好祝愿)• Warren Buffett's letter included a heartfelt farewell to Berkshire Hathaway shareholders.(沃伦·巴菲特的信件中包含了对伯克希尔·哈撒韦股东的深情道别。)• They waved farewell as the train pulled out of the station.(火车驶出车站时,他们挥手道别。)获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你! 【节目介绍】 《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达,有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等) 【你将获得】 1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
Navigating Market Volatility: Why Income-Focused Investing Beats Speculation for Kentucky Retirement When the tech-heavy Nasdaq drops 4% in a week and market sentiment shifts dramatically, how should those thinking about retirement or already in retirement respond? In this timely market update from The Financial Hour of The Tom Dupree Show, Tom Dupree and Mike Johnson provide real-time insights into recent market turbulence while reinforcing a critical principle: predictable income trumps price speculation when you’re living off your portfolio. Unlike mass-market advisory firms that leave clients guessing about portfolio holdings during volatile periods, Dupree Financial Group’s personalized investment management approach ensures you understand exactly what you own and why. This episode demonstrates how direct access to portfolio managers who invest in individual securities—rather than opaque packaged products—provides clarity and confidence when markets get choppy. Key Takeaways: Market Insights and Retirement Strategy Tech Sell-Off Context: The Dow dropped 794 points on Thursday as growth stocks pulled back from stretched valuations—a predictable correction in what Tom calls a “toppy market” Fed Rate Cut Expectations Shift: Market pricing for a December Fed rate cut moved from 95% probability to essentially a coin flip (50/50) in just days, affecting growth stock valuations Conservative Portfolios Outperform During Volatility: While the Nasdaq fell 4%, Dupree Financial Group’s dividend-focused, income-producing portfolio actually made money during the same period Flight to Quality Emerges: Investors moving toward healthcare, Berkshire Hathaway, and dividend-paying stocks as speculation cools Retirement Income Is Everything: Cash flow predictability matters more than price appreciation when you’re living off your investments 2026 Contribution Limits Announced: 401(k) increases to $24,500; IRAs to $7,500; new Roth catch-up rules for high earners Opportunities in Volatility: Dupree Financial Group added several positions in recent weeks, including quality names like Kroger Understanding the Recent Tech Sell-Off: What Happened and Why Tom Dupree opens the episode with characteristic directness about Thursday’s market action: “Stocks notch worst day in over a month as tech sell-off intensifies. The market was down 794, which you know, was probably about right and I think it’s still going down today.” But rather than expressing alarm, Tom’s reaction is measured: “I mean, you had to have known it was gonna happen.” Mike Johnson provides context: “Last Friday, you had a huge downdraft early Friday morning, and then it turned around, came back. That is a sign of a toppy market. At some point, you’ll get a longer sell-off.” Why Growth Stocks Pulled Back Tom explains the mechanics behind the sell-off: “When you have things trading at stretch multiples, you don’t necessarily have to have bad news for those things to come back down to earth. Sometimes just the news—they run up on the news or the expectation of the news, then they come off on the news itself.” This phenomenon particularly affects high-growth technology stocks that trade at premium valuations. Mike notes: “Since last Monday, the Nasdaq is down about 4%. That’s the super speculative, more growthy kind of names.” For those thinking about retirement in Kentucky, this volatility underscores why personalized portfolio analysis focused on income production rather than speculation provides more sustainable results. How Fed Rate Expectations Impact Growth Stocks One of the week’s most significant developments involved a dramatic shift in Federal Reserve rate cut expectations. Mike explains: “The market has drastically changed its expectations in terms of a Fed rate cut in December. It was priced in like 95% chance that they were gonna cut rates in December. Today, that’s basically a coin flip—50/50 is where it’s pricing it in.” The Interest Rate and Growth Stock Connection Why does this matter for stock valuations? Mike provides the technical explanation: “Growth stocks will typically warrant a higher multiple when rates are low or going down, positively correlated to falling interest rates. Warren Buffett used to talk about it—it’s the risk-free rate of return, typically the US government bond.” Tom adds practical context: “If it is lower, then it allows for a growth stock’s P/E to go higher. It doesn’t always correlate directly, but at times, there is a positive correlation that way. It’s a tailwind—it allows for the speculation, gives it permission to go higher.” However, both emphasize this is “not at all necessarily related to their business or how well it’s doing.” A company can report strong earnings and still see its stock drop 30% if market expectations were even higher. This disconnect between business fundamentals and stock price movements highlights why the Dupree Financial Group investment philosophy prioritizes income-producing securities over growth speculation for retirement portfolios. Conservative Portfolio Performance: Making Money While Tech Falls Tom shares a striking performance contrast: “Our firm, the portfolio we manage, is a more conservative setup. We’ve actually made a little money in here. Doesn’t mean we’ll always do that, but if you want to invest in the growth of America over a long period of time, you should have some money in growth stocks.” He explains their balanced approach: “We’re beginning to buy some around the margins. Not doing too well at it the last couple of days, but it’s tiny smidgen amounts. But we will do well with it because I think our research is good that we’re doing.” The Dividend and Bond Foundation The portfolio’s resilience comes from its core structure. Tom details: “For the other mix, we are buying dividend-paying stocks that are well known and government bonds. And so it’s enabled us to put together a pretty good year so far. We’re a month and a half from being over with.” This approach demonstrates a fundamental principle for those in or approaching retirement: predictable income from dividends and bonds provides stability that growth speculation cannot match. Mike reinforces this: “You made a lot of money, especially since April, in these growthier names. But they all finally give up the ghost at some point.” Flight to Quality: Where Smart Money Is Moving Mike identifies an important trend: “The last two weeks, you have started to see the—if you want to call it—flight to quality. You started to see areas broaden out into the rally, broaden out into other areas. Healthcare has actually done pretty well.” The Berkshire Hathaway Example Tom shares a specific investment decision that illustrates their active management approach: “We sold our Berkshire at a very nice price, and it pulled way back. And now we’re back in. We weren’t market timing—we were simply looking at the valuation and based on where investors seemed to think the company was gonna go, given that the big dude was just retiring. We thought it was too expensive. Sold it, bought it back. Looks like they’re still executing.” Mike adds context: “He actually just put out his Thanksgiving letter. It was five, six pages. He kind of does his little stories in there growing up. It was a nice letter. I’d encourage listeners to go read it.” The letter mentions Greg Abel (Buffett’s successor), gives a shout-out to Charlie Munger, and confirms Buffett will continue writing Thanksgiving letters, though stepping back from shareholder letters and annual meeting speaking. Tom notes why Berkshire attracts capital during volatile periods: “You saw a flight to quality because they have just an enormous cash hoard right now, and plus the businesses that they own—those are rock solid good companies.” This selective buying and selling based on valuation—rather than following index allocations—exemplifies the advantages of personalized investment management over autopilot strategies. Technology’s Impact on Employment: The Verizon Example Mike highlights a trend emerging from the AI and technology revolution: “You’ve seen several companies announce large job layoffs this week. Verizon announced 15,000 cut to the workforce, but when you look at it as an investor, this is the aspect of AI and just technology that we’ve been talking about the last year.” He explains the market’s reaction: “As the technology matures, you’re gonna see companies benefit from just the economies of scale. Verizon, ‘s stock was green, partly because of that announcement. They also appointed a new CEO who’s gonna focus more on the customer.” Tom adds historical perspective: “Anytime there’s a technological revolution, there’s a retraining process.” For Kentucky retirement planning, this underscores the importance of owning quality companies that can adapt to technological change while continuing to generate income—the type of holdings you can actually see and understand when working with local financial advisors who provide portfolio transparency. 2026 Retirement Account Contribution Limits: What You Need to Know Mike provides timely information for retirement savers: “They just came out with the new contribution limits for 401(k)s and IRAs for 2026.” The New Numbers 401(k) Contribution Limit: Increased to $24,500 (up $1,000) IRA Contribution Limit: Increased to $7,500 Catch-Up Contributions Age 60-63: Even higher contribution allowed during this specific age window Important New Rule for High Earners Mike highlights a critical change: “If you have a 401(k) with your employer and you’re—as the IRS quantifies it—a high earner (which in their definition is if you make over $150,000), if you do a 401(k) catch-up to your plan, which that’s if you’re over 50, they changed the rule on this. That catch-up contribution now has to go to a Roth 401(k).” He acknowledges the complexity: “It gets a little complicated because of if it’s this, then it’s that and the little rules. If you have questions about your 401(k), give us a call. We can talk with you about it because the rules are important. You want to maximize the assets that you have and you want to use everything to your advantage that’s given to you.” Beyond the 401(k): Why You Need Additional Investment Strategies Tom delivers a contrarian perspective on retirement planning’s most popular vehicle: “Money that you can save aside that’s not in a 401(k)—that is actually your own money. You can invest that money far more creatively than you can within most 401(k) plans.” He continues: “I would actually advise people not to use their 401(k) as their sole retirement planning source. Invest in some things outside of that that you can—buy some stocks. You can’t buy stocks inside a 401(k). I’m glad to have 401(k) rollovers when they come to us. I think it’s great. I’m glad that people have built money over time, but it’s not the most creative way to invest.” The In-Service Rollover Strategy Mike offers a solution many don’t know exists: “Let’s say you’re still working and you’re 59 and a half. The employer matches—you can still take part in the employer match into the 401(k), but you can take your balance of the 401(k), move that to an IRA. It’s what’s called an in-service rollover. No tax consequences.” The advantage? “Then you can invest it in some of these other things that we’ve been talking about. You can do that while at the same time still utilizing the 401(k) for the match or the tax deferral. It’s just strategically using the tools that are available.” This flexibility allows those approaching retirement to maintain employer matching benefits while gaining access to individual stock and bond investing—the foundation of Dupree Financial Group’s income-focused approach. Retirement’s Real Risk: Running Out of Money vs. Running Out of Life Tom references the statistic Mike shared in a previous episode: “You were talking about earlier—there was a study done that Americans are more worried about running out of money than they are about death.” He connects this to retirement timing: “I would think that applies more to people who’ve already retired who know that they’re not doing anything more to put anything back. That’s why I tell people, if you don’t have to, don’t retire because it’s not good for you. It’s good for people to have something to do, a reason to get out of bed in the morning, a reason to do this, to do that.” The Purpose Question: What Are You Retiring To? Mike emphasizes a critical distinction: “The biggest success stories of clients have been people who have that—what are you retiring to? It’s not where you’re retiring from. What are you retiring to? That’s where we’ve always seen success—is when they’re engaged, they’re active. And a lot of times, more and more often, it’s some sort of gainful employment.” Tom agrees: “Gainful employment can be a lot of things, but it has to be something that requires you to be involved in something—putting some points on the board.” For Kentucky retirement planning, this philosophical perspective complements the financial strategy: combining meaningful activity with income-producing investments creates both purpose and security. Why Retirement Is Inherently Risky (And How to Mitigate That Risk) Mike delivers a candid assessment: “The idea of retirement—I don’t care how big the pool of assets are—the idea of retirement is a risky proposition just because it’s unnerving. It’s scary. It’s a scary thing for people for a reason because you’re giving up control. You’re trying to replicate an income stream through the assets that you’ve saved. So it is a risky thing just by nature, and people are living longer.” He defines the advisor’s role: “Our job as advisors to our clients, as investors, is how do we in the most prudent way produce an income stream?” Tom responds: “Well, that’s where the rubber meets the road—cash flow. And to do that takes experience. You have to have seen some things in the past that worked and some things that didn’t work.” This accumulated wisdom—47 years in Tom’s case—represents a significant advantage of working with experienced local financial advisors rather than being assigned an investment counselor at a large national firm who may lack this historical perspective and market cycle experience. Finding Opportunities in Market Volatility Tom shifts to the practical implications of recent market choppiness: “Right now, you’re gonna need to look at some of these stocks that have gotten beat up and find some bargains in there because they’re gonna be there. There’s always opportunities.” He recalls recent successful positioning: “In April, when everybody was scared to death, you’re starting to see some things now that we’ve added several things to the portfolio in the last three weeks.” The Kroger Purchase: Quality at Reasonable Prices When asked to name something recognizable they’ve added, Tom reveals: “One place where you buy your milk and your gasoline—Kroger. We bought some Kroger.” This purchase exemplifies several principles: Buying quality companies during market weakness Investing in businesses that people actually use and understand Focusing on stable, dividend-paying companies rather than speculation Taking advantage of price volatility to acquire good businesses at better valuations This active decision-making—buying specific companies for specific reasons at specific times—contrasts sharply with passive index investing that automatically buys whatever the index holds, regardless of valuation or business quality. Review the market commentary archive to see how Dupree Financial Group has identified opportunities across various market environments. The Cornerstone of Retirement Portfolios: Predictable Income Mike emphasizes the foundation of their approach: “Markets are choppy—that’ll probably continue. That’s the nature of markets. But just you have to be diligent, always looking for opportunities, always looking for things that accomplish your goals. Fundamentals—look at the companies. That’s what we’re doing. We try to do that every day. We try to find things that work for our clients. That’s the goal.” He highlights what makes this possible: “But there’s accountability. Our clients know what they own. And the cornerstone of the portfolio is income because that is more predictable than price appreciation or price movement.” Tom connects this to retirement reality: “It’s very important in retirement too because you’ve got to have income to pay the bills that you’re used to having your work income pay for.” This focus on predictable cash flow rather than unpredictable price appreciation represents the fundamental difference between speculation and sustainable retirement investing. Portfolio Transparency: Knowing What You Own and Why Throughout the episode, the theme of transparency and accountability recurs. When clients can see exactly which companies they own—Kroger, Berkshire Hathaway, dividend-paying stocks, government bonds—they understand where their retirement income originates. This contrasts with: Index funds where you own whatever 500 companies meet arbitrary criteria Target-date funds that Tom calls “zero in terms of creativity” Annuities backed by insurance company bond portfolios you never see Any “black box” product that obscures actual holdings The advantage of transparency becomes especially clear during volatile markets like the current environment. When the Nasdaq drops 4% but your portfolio generates positive returns, you understand why: you own dividend-producing companies and government bonds selected for income stability, not speculation on growth. Market Outlook: Navigating Continued Choppiness Tom provides his near-term perspective: “You’re gonna have your up days and down days. And you’re gonna make your most money with growth over time. Take some risk, think about what you’re buying, and go for it.” Mike offers guidance for the coming period: “Markets have been choppy the last couple of weeks. That’ll probably continue. That’s the nature of markets.” The takeaway for those thinking about retirement or already in retirement in Kentucky: choppy markets are normal, but having experienced advisors who actively manage portfolios—buying quality companies when they’re on sale, maintaining income-producing core holdings, and providing direct access to explain every decision—makes navigating volatility far less stressful than watching index funds fluctuate with no understanding of what you actually own. Ready to Understand What You Own During Market Volatility? If recent market turbulence has you questioning whether your portfolio is positioned correctly for retirement—or if you’re realizing you don’t actually know what you own or why you own it—Dupree Financial Group offers complimentary portfolio reviews for Kentucky residents thinking about retirement or already in retirement. During your consultation, you’ll receive: Honest assessment of how your current portfolio performed during recent volatility Analysis of whether your holdings are positioned for income production or just speculation Evaluation of 401(k) strategies, including in-service rollover opportunities Direct conversation with experienced portfolio managers who personally manage client assets during market ups and downs Clear explanation of what you would own and why—no index funds, no black boxes Discussion of how to find opportunities when others panic (like the April and recent pullbacks) Review of 2026 contribution limits and how to maximize tax-advantaged savings Don’t let market volatility create anxiety about retirement. Schedule your complimentary portfolio review today. Call Dupree Financial Group at (859) 233-0400 or visit www.dupreefinancial.com to schedule directly from our homepage. Experience the difference that personalized investment management, income-focused strategies, and direct access to portfolio managers makes when markets get choppy. Frequently Asked Questions About Market Volatility and Retirement Income Investing What caused the recent tech stock sell-off? The Nasdaq dropped approximately 4% as growth stocks trading at “stretch multiples” (high valuations) pulled back. Tom Dupree explains this was predictable in a “toppy market” where stocks had run up significantly. The catalyst included shifting Federal Reserve rate cut expectations (from 95% probability to 50/50 for December) and natural profit-taking after strong gains. Importantly, this correction didn’t require bad news—simply the reality meeting elevated expectations. How did Dupree Financial Group’s portfolio perform during the tech sell-off? While the Nasdaq fell 4%, Tom Dupree reports their more conservative portfolio “actually made a little money” during the same period. The portfolio’s foundation of dividend-paying stocks and government bonds provided stability while they selectively added growth positions “around the margins” in small amounts. This demonstrates how income-focused investing protects capital during volatility while still participating in growth opportunities. Why do interest rates affect growth stock valuations? Mike Johnson explains that growth stocks typically warrant higher price-to-earnings multiples when interest rates are falling. Warren Buffett discussed this concept: the risk-free rate (typically US government bonds) serves as a baseline for all investments. When this rate is lower, investors will pay more for growth potential. Tom adds it’s “a tailwind that allows for speculation” and “gives it permission to go higher.” However, this is separate from actual business performance—a company can report great earnings and still fall if rate expectations shift. What is a “flight to quality” in investing? Mike describes how, during market uncertainty, investors move capital toward more stable, proven companies and assets. Recent examples include increased interest in healthcare stocks, Berkshire Hathaway (with its enormous cash reserves and solid businesses), and dividend-paying stocks. This contrasts with speculative growth investments. For those in Kentucky retirement planning, this trend validates the income-focused approach that prioritizes quality over speculation. What are the 2026 retirement account contribution limits? The IRS announced: 401(k) contributions increase to $24,500 (up $1,000); IRA contributions increase to $7,500; and individuals aged 60-63 can contribute even more. A significant new rule: high earners (defined as making over $150,000) must now make catch-up contributions (for those over 50) to a Roth 401(k) rather than traditional pre-tax. Mike recommends calling for personalized guidance since “it gets a little complicated” with various age brackets and income thresholds. Can I move my 401(k) to an IRA while still working? Yes, through an “in-service rollover” if you’re 59½ or older. Mike explains you can continue receiving employer matching in your 401(k) while simultaneously moving your existing balance to an IRA with no tax consequences. This allows investment in individual stocks and bonds—which Tom notes “you can’t buy stocks inside a 401(k)”—while maintaining employer benefits. This strategy provides far more investment flexibility than typical 401(k) options like index funds or target-date funds. Should I use my 401(k) as my only retirement savings? Tom Dupree advises against this: “I would actually advise people not to use their 401(k) as their sole retirement planning source.” He notes that money outside a 401(k) “is actually your own money” that “you can invest far more creatively.” While he’s “glad to have 401(k) rollovers,” he acknowledges “it’s not the most creative way to invest” since most people invest through indexes or target-date funds—”zero in terms of creativity.” Maintaining savings in both qualified and non-qualified accounts provides more flexibility. Why is income more important than growth for retirement portfolios? Mike emphasizes: “The cornerstone of the portfolio is income because that is more predictable than price appreciation or price movement.” Tom adds it’s “very important in retirement too because you’ve got to have income to pay the bills that you’re used to having your work income pay for.” When living off your portfolio, you can’t wait for prices to recover from a downturn—you need cash flow regardless of market conditions. Dividends and bond interest provide this predictability that growth speculation cannot. What does it mean that retirement is “inherently risky”? Mike explains: “I don’t care how big the pool of assets are—the idea of retirement is a risky proposition just because it’s unnerving. It’s scary. You’re giving up control. You’re trying to replicate an income stream through the assets that you’ve saved.” People are also living longer, extending the period assets must last. The solution, according to Tom, requires experience: “To do that takes experience. You have to have seen some things in the past that worked and some things that didn’t work.” Should I retire if I can afford to financially? Tom offers contrarian advice: “If you don’t have to, don’t retire because it’s not good for you. It’s good for people to have something to do, a reason to get out of bed in the morning.” Mike emphasizes the critical question: “What are you retiring to? It’s not where you’re retiring from. It’s what are you retiring to?” Their most successful clients remain engaged and active, often with “some sort of gainful employment.” This philosophy combines financial security with life purpose—both essential for successful retirement. How do you find investment opportunities during market volatility? Tom advises: “You’re gonna need to look at some of these stocks that have gotten beaten up and find some bargains in there because they’re gonna be there. There are always opportunities.” He recalls April when “everybody was scared to death” and notes they’ve “added several things to the portfolio in the last three weeks”—including Kroger. The key is having a process: “Be diligent, always looking for opportunities, always looking for things that accomplish your goals. Fundamentals—look at the companies.” This requires direct access to portfolio managers who actively manage rather than autopilot index strategies. Why does portfolio transparency matter during volatile markets? Mike states, “Our clients know what they own. And the cornerstone of the portfolio is income.” When markets drop and the Nasdaq falls 4%, but your portfolio generates positive returns, transparency lets you understand why: you own dividend-producing companies selected for income stability, not speculation. This contrasts with index funds (where you own arbitrary collections of stocks), target-date funds, or annuities, where you never see underlying holdings. Understanding what you own eliminates anxiety during volatility. About The Financial Hour of The Tom Dupree Show The Financial Hour provides real-time market insights and practical retirement planning guidance for Kentucky residents approaching or living in retirement. Hosted by Tom Dupree (with 47 years of investment experience), founder of Dupree Financial Group, with portfolio manager Mike Johnson, each episode delivers actionable strategies based on decades of navigating market volatility through income-focused, transparent investment management. Listen to more episodes and read additional market commentary at www.dupreefinancial.com/podcast. The post Why Income-Focused Investing Beats Speculation for Kentucky Retirement 11-15-25 appeared first on Dupree Financial.
Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Walmart CEO tritt ab. Merck kauft Cidara. Richemont freut sich über niedrigere Zölle. Netflix, Paramount und Comcast interessiert Warner Bros. Discovery. Siemens Energy zahlt Dividende. IT-Dienstleister Bechtle und Nagarro liefern ab. Stora Enso spaltet nicht nur Holz. Es gibt immer mehr Regeln und immer strengere Vorgaben. Mit dem TÜV der Weltwirtschaft Bureau Veritas (WKN: A0M45W) kann man von der Bürokratie profitieren. Ist Alphabet (WKN: A14Y6F) das nächste Apple (WKN: 865985) für Warren Buffett? Wir sind skeptisch. Diesen Podcast vom 17.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In today's episode, Kip Herriage dives into the latest market action and unpacks the volatility that kicked off the week. He shares timeless investing wisdom from his first mentor—like why you should never sell on a Monday—and analyzes the intriguing rally patterns we've seen, even on days when the market seemed ready to sink. Kip breaks down Warren Buffett's headline-making SEC filing, revealing Buffett's substantial new stake in Google (Alphabet) and explaining why this is a major vote of confidence for tech stocks and the broader bull market. From Buffett's value investing legacy to his “weapons of mass financial destruction” warning on derivatives, Kip provides candid insights on what these moves mean for everyday investors.
Chris Murkowski discusses the importance of financial freedom and accountability in leadership. He introduces the Greek concept of 'philotimo' as a guiding principle in his life and work. The conversation reflects on personal responsibility, the role of wisdom in financial decisions, and critiques the current political landscape. Murkowski also addresses the implications of the Epstein files, the significance of Warren Buffett's investment philosophy, and the risks associated with private equity and zombie companies.
Warren Buffett likes cheap companies with growth and moats. Here are three. (0:30) - Finding Stocks With Warren Buffett Fundamentals (9:10) - Tracey's Top Stock Picks For Your Portfolio (28:15) - Episode Roundup: APTV, MG, MLKN
Grab your minibiota and join us for a time dilated new episode of LIVE! Pat and Matt both bring different topics to the table, and they compromise by doing both. Matt doesn't want his char in the atmosphere. Pat clones an army of Seabiscuits. Buffett's law states that it is five o'clock somewhere. Plus, does a deep belly button mean you're more athletic? Should Pat meal prep fourteen weeks of soup? What is a minibiota and why should Matt care? All that and Donald Romo and it all happens LIVE!
Warren Buffett likes cheap companies with growth and moats. Here are three. (0:30) - Finding Stocks With Warren Buffett Fundamentals (9:10) - Tracey's Top Stock Picks For Your Portfolio (28:15) - Episode Roundup: APTV, MG, MLKN Podcast@Zacks.com
Warren Buffett's surprise announcement this past May that he would be stepping down as Berkshire Hathaway's CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week's letter he penned to shareholders that will be his new Thanksgiving tradition. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - The end of the government shutdown and the market's “meh” response throughout. - Buffett quietly exiting stage left and his lasting impact on all of us. - Stocks on our radar. Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. Plus, a quick reflection on Warren Buffett’s farewell letter and Greg Abel’s transition at Berkshire Hathaway. Tickers of stocks discussed: CSU, TOI, SHOP, LSPD, WSP, BRK.B, AAPL, V, MA, GSY.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In this episode, Chris, Saied, and Rajeil dive head-first into the fiery mess that is America's housing market. Where even 0% mortgage rates wouldn't make homes affordable, and Buffett and Zillow are suddenly on the same side of the doomsday table. From the longest government shutdown in U.S. history to first-time homebuyers now averaging forty (because apparently adulting got delayed a decade), the guys break down why affordability has officially left the chat and how the “Zero Interest Rate Period” turned into the world's most expensive hangover.➡️ Then it gets spicy... Michael Burry is back, betting billions against AI and the stock market like it's 2008 all over again. Meanwhile, Warren Buffett quietly agrees the math no longer works, and The Higher Standard crew connect the dots between social frustration, rising socialism vibes, and a government that can't even pay its own bills. Equal parts data, sarcasm, and therapy session — this one's a masterclass in how to laugh through an economic meltdown.
The Senate is expected to vote on a short-term funding bill to reopen the government. President Donald Trump is floating tariff rebate checks again, but could they become reality? The FDA made a pivotal move for women with menopause symptoms. A car explosion in India is under investigation. Plus, Warren Buffett on his future plans. Learn more about your ad choices. Visit podcastchoices.com/adchoices
On today's episode, Kyle Grieve discusses how timeless philosophical ideas can deepen our understanding of investing and life. He explores lessons from thinkers such as Spinoza, Nietzsche, Hume, and Pascal to reveal how concepts like persistence, skepticism, and luck shape decision-making. Kyle also connects these ideas to modern investing by drawing on insights from Buffett, Voltaire, and Bruce Lee, showing how adaptability, emotional control, and inner reflection lead to better outcomes. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:18 - How Spinoza's idea of eternity can guide timeless investing decisions 00:05:36 - The power of persistence and what conatus teaches us about successful businesses 00:07:56 - Why emotional self-mastery may be your greatest investing edge 00:10:19 - What Nietzsche and Buffett reveal about living with integrity in finance and life 00:16:30 - How Hume's healthy skepticism leads to sharper questions and wiser decisions 00:26:01 - What Voltaire can teach us about challenging the Efficient Market Hypothesis 00:30:11 - How Blaise Pascal's wild luck swings illuminate the role of chance in investing 00:35:52 - Why William James's pragmatism can ground abstract financial ideas in reality 00:38:31 - How market simulations and symbols can distort or enhance our understanding 01:07:12 - What Bruce Lee's Be Water mindset reveals about adaptability in investing 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. Buy Ethan's book The Investment Philosophers here. Follow Kyle on X and LinkedIn. 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 | Instagram | Facebook | TikTok. 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: Simple Mining Unchained HardBlock Kubera Vanta Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Nicole breaks down the latest moves from three of the biggest names in investing—Bill Ackman, Cathie Wood, and Warren Buffett—and reveals what you can actually learn from watching the pros. Copying their portfolios might sound like a shortcut to success, but it's not a cheat code—it's homework. Nicole shows how studying their strategies can help you spot market themes, understand investor psychology, and fine-tune your own approach. From Ackman's conviction bets to Cathie's innovation plays to Buffett's timeless discipline, you'll walk away knowing how to learn from the best… while making your own money moves. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Availability of the Investment Plans tool on Public.com is not a recommendation or endorsement of the tool. Public.com does not provide investment, tax or legal advice. For additional disclosures about Investment Plans, go to public.com/disclosures.