Podcasts about index investing

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Best podcasts about index investing

Latest podcast episodes about index investing

Beer & Money
Episode 304 - What is Index Investing?

Beer & Money

Play Episode Listen Later Jun 9, 2025 20:38


In this episode of Beer and Money, Ryan Burklo and Alex Collins delve into the intricacies of index investing, particularly focusing on the S&P 500. They discuss common misconceptions about index investing, the importance of diversification, and the risks associated with over-concentration in large-cap stocks. The conversation also touches on the differences between active and passive investing strategies, emphasizing the need for a well-rounded approach to portfolio management. The hosts aim to educate listeners on making informed investment decisions and understanding the market dynamics that can impact their financial future. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Index investing is a passive strategy that replicates market performance. Many investors misunderstand the implications of being an index investor. The S&P 500 is heavily weighted towards a few large companies. Diversification is crucial, but not all index funds provide true diversification. Investing in smaller companies can yield higher returns over time. Market cap weighting can lead to over-concentration in a few stocks. Active investing strategies can still be relevant in today's market. Investors should be cautious of chasing past performance. Understanding the underlying assets in a portfolio is essential. A well-diversified portfolio can help mitigate risks during market downturns. Chapters 00:00 Understanding Index Investing 03:07 The S&P 500: A Closer Look 06:07 The Importance of Diversification 09:03 Active vs. Passive Investing 12:05 The Risks of Over-Concentration 14:58 Navigating Market Changes 17:50 Conclusion and Key Takeaways    

The FIRE Belgium Show
What is wrong with the Belgian pension system? Is it broken? - with Pierre Devolder, Emeritus Professor UCL [024]

The FIRE Belgium Show

Play Episode Listen Later Jun 6, 2025 103:49


What is wrong with the Belgian pension system? Is it broken?With rising life-expectancy, shrinking working force, budget deficit and erosion of trust in the pension system, it's time to raise the alarm.This is what we do in this episode with Pierre Devolder. Pierre is an emeritus professor of mathematical finance and actuarial science at the Catholic University of Louvain (UCL). He has published 6 books and a lot of papers in various academic journals on pensions. He was member of the official Belgian “Conseil Académique des Pensions”.In this episode, which is a recording of the first talk of Belgium Money Week 2025, Pierre explains in plain language the pension system and demystifies its challenges. We cover the 3 main obstacles faced by Pillar 1 of our pension system and for each of them he provides practical solutions. Pierre also explains what the current government is doing, how it's going in the right direction but also why it will not be enough.At the end, you'll also hear Pierre's opinion of my pension investing approach, including its drawbacks.If you're worried about your pension (as most people should be), or simply curious about its challenges and how to fix them, then his episode is for you.---►► Free Workshop on Index Investing for Beginners in Belgium: create passive income from the stock market, without paying high fees to banks or advisors, taking unnecessary risks or spending all day analyzing the markets. Free Workshop → https://firebelgium.com/investingworkshop---Download the FIRE Belgium Beginner's Guide to Index Investing: https://bit.ly/FIREBGuideLearn about Financial Independence in Belgium: https://firebelgium.comSubscribe to the newsletter: https://firebelgium.com/#SubscribeJoin the community: https://www.facebook.com/groups/FIREBelgium

The Imperfect show - Hello Vikatan
Gold Bees லாபத்துக்கு எவ்வளவு வரி? | IPS Finance - 212 | Sensex | Nifty

The Imperfect show - Hello Vikatan

Play Episode Listen Later May 17, 2025 16:34


How much tax do you need to pay on profits from Gold Bees? We break down the taxation rules you need to know. Choosing good stocks is key to successful investing — we highlight 4 important factors you must pay close attention to. Also in focus: Index Investing vs. Bees Investing — which one is better for you? If you're living abroad, can you still invest in Indian mutual funds? We answer this common question for NRIs and explain the rules and options available. Get all the insights you need to make smarter investment decisions

The Rational Reminder Podcast
Episode 355 – Do Index Funds Incur Adverse Selection Costs?

The Rational Reminder Podcast

Play Episode Listen Later May 1, 2025 62:50


Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition', beginning with how Marco's work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe's paper, ‘Arithmetic of Active Management.' We investigate the missing links in Sharpe's logic before defining “the market” and ascertaining the main objectives of index funds. Then, we dive deeper into the mechanics of Marco's paper, index and market tracking errors, why delayed rebalancing is more beneficial than instant rebalancing, and the role of technology in the modern tracking error obsession. We also assess the passive-active spectrum of index funds in portfolio management and learn how investors should choose their optimal excess return. To end, Marco shares practical applications for improving performance benchmarked against traditional indexes, and The Aftershow is all about bridging the gap between PWL Capital and you, our listeners. Key Points From This Episode:   (0:00:00) Key takeaways from Marco Sammon's latest paper and how it compares to Bill Sharpe's ‘Arithmetic of Active Management.' (0:08:10) Marco describes what's missing from the ‘Arithmetic of Active Management' logic. (0:09:11) Defining ‘the market', the main objective of an index fund, and how index funds track the market. (0:15:57) The mechanics of Marco's paper, ‘Index Rebalancing and Stock Market Composition.' (0:18:38) Factor exposure, index and market tracking errors, and how often index funds trade. (0:26:28) Rebalancing less frequently; why delayed does better than instant rebalancing. (0:31:59) The tech run-up and lazy rebalancing, and the modern tracking error obsession.  (0:36:51) Assessing the passive-active spectrum of index funds in portfolio management. (0:41:02) Exploring how investors should decide on their optimal excess return.  (0:45:14) How the rising index fund ownership of stocks impacts the implicit cost of indexing (0:46:58) Practical ways to improve performance benchmarked against traditional indexes. (0:52:30) The Aftershow: Canadian finances, more airtime for Cameron, and PWL – OneDigital.    Links From Today's Episode: Meet with PWL Capital — https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dan Bortolotti on LinkedIn — https://www.linkedin.com/in/dan-bortolotti-8a482310/ Episode 322: Prof. Marco Sammon: How are Passive Investors Affecting the Stock Market? — https://rationalreminder.ca/podcast/322 Episode 200: Prof. Eugene Fama — https://rationalreminder.ca/podcast/200  Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees — https://rationalreminder.ca/podcast/268  Episode 112: Michael Kitces: Retirement Research and the Business of Financial Advice — https://rationalreminder.ca/podcast/112  Marco Sammon — https://marcosammon.com/  Marco Sammon on LinkedIn — https://www.linkedin.com/in/marco-sammon-b3b81456/  Marco Sammon on X — https://x.com/mcsammon19  Marco Sammon | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=1326895  Marco Sammon Email — mcsammon@gmail.com  John Shim on LinkedIn — https://www.linkedin.com/in/john-shim-2931271b/  Vanguard — https://global.vanguard.com/  Sheridan Titman on LinkedIn — https://www.linkedin.com/in/sheridan-titman-226b0811/  Alex Chinko — https://alexchinco.com/  Erik Stafford | Harvard Business School — https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6625  Itzhak (Zahi) Ben-David on LinkedIn — https://www.linkedin.com/in/ibendavi/  Bill Ackman on X — https://x.com/billackman   ‘Millennium Loses $900 Million on Strategy Roiled by Market Chaos' — https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos   Bogleheads — https://www.bogleheads.org/   The Money Scope Podcast Episode 8: Canadian Investment Accounts — https://moneyscope.ca/2024/03/01/episode-8-canadian-investment-accounts/  The Wealthy Barber Podcast — https://thewealthybarber.com/podcast/   Financial Advisor Success Podcast — https://www.kitces.com/blog/category/21-financial-advisor-success-podcast/  Financial Advisor Success Podcast Episode 433: When You 10X Your Advisory Firm To Over $20M Of Revenue…And Want To 10X Again, With Cameron Passmore — https://www.kitces.com/blog/cameron-passmore-pwl-capital-10x-revenue-growth-advisory-firm/   OneDigital — https://www.onedigital.com/  The Longview Podcast: Ben Felix   Papers From Today's Episode:    ‘The Arithmetic of Active Management' — https://www.jstor.org/stable/4479386    ‘Index Rebalancing and Stock Market Composition: Do Index Funds Incur Adverse Selection Costs?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5080459     ‘Luck versus Skill in the Cross-Section of Mutual Fund Returns' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1356021    ‘The Passive-Ownership Share Is Double What You Think It Is' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4188052    ‘Long-Term Returns on the Original S&P 500 Companies' — https://www.researchgate.net/publication/247884354_Long-Term_Returns_on_the_Original_SP_500_Companies     ‘The Price of Immediacy' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1001762   ‘Competition for Attention in the ETF Space' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3765063    ‘Passive in Name Only: Delegated Management and “Index” Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3244991      Jeremy Stein — “Unanchored” Strategy

Becker Group C-Suite Reports Business of Private Equity
Avis, the Unpredictability of Stocks & Index Investing 3-27-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Mar 27, 2025 2:30


In this episode, Scott Becker discusses the unpredictability of individual stocks, using Avis Budget Group's unexpected 20% surge as an example.

Becker Group Business Strategy 15 Minute Podcast
Avis, the Unpredictability of Stocks & Index Investing 3-27-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Mar 27, 2025 2:30


In this episode, Scott Becker discusses the unpredictability of individual stocks, using Avis Budget Group's unexpected 20% surge as an example.

The Bull - Il tuo podcast di finanza personale
196. Robert Arnott: Fundamental Investing (and the limits of index investing)

The Bull - Il tuo podcast di finanza personale

Play Episode Listen Later Mar 16, 2025 58:17


The biases of market-cap-weighted indices, value investing, misconceptions about the risk premium, the universal principles of investing, and much more with the legendary Robert Arnott. =============================================== Investi con Fineco, 60 trade gratis nei primi tre mesi con il codice TRD060-TB Turtleneck: l'Assicurazione sulla Vita semplice e conveniente Naviga in totale sicurezza con NordVPN Investi con Scalable in azioni e ETF a prezzi imbattibili. Migliaia di audiolibri riassunti in 15 minuti con 4Books. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

Smart Money Circle
From LTCM Collapse to $2B Success: Victor Haghani's Path with Elm Wealth & Dynamic Index Investing®

Smart Money Circle

Play Episode Listen Later Mar 4, 2025 38:25


From LTCM Collapse to $2B Success: Victor Haghani's Path with Elm Wealth and Dynamic Index Investing® Website: www.ElmWealth.comTicker: $ELMBioBio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm. Victor discussed the potential benefits of combining the best features of passive and active investing in a TEDx talk he gave on investing, Where Are All the Billionaires and Why Should We Care?. Victor has been a prolific contributor to the academic and practitioner finance literature, writing many articles published in peer-reviewed academic journals, anthologies, and mainstream news media. Victor has helped run several widely referenced investor psychology experiments, often based on subjects betting real money on uncertain, positive edge opportunities (Coin Flip game and Crystal Ball challenge). He is a co-author of The Missing Billionaires: A Guide to Better Financial Decisions (Wiley, 2023), which was named to The Economist's Best Books of 2023 list.

Bob Brooks Prudent Money
Everything You Need To Know About Index Investing

Bob Brooks Prudent Money

Play Episode Listen Later Mar 4, 2025 24:24


Bob interviews index fund specialist Mark Hebner on the ins and outs of index investing.

index investing mark hebner
Retire Early, Retire Now!
Maximizing Wealth with Direct Index Investing: A Tax-Efficient Strategy for High-Income Earners

Retire Early, Retire Now!

Play Episode Listen Later Feb 25, 2025 22:01 Transcription Available


Send us a textIn this episode of 'Retired Early, Retired Now,' Hunter Kelly, a certified financial planner, introduces a unique investment strategy known as direct index investing. This strategy, historically accessible only to the ultra-wealthy, is now more widely available due to advancements in technology and zero trading fees. Hunter explains how direct index investing allows for significant tax efficiency through tax loss harvesting and customization. The episode elaborates on the criteria for effective use, such as high-income brackets, concentrated stock holdings, and charitable giving, and emphasizes the importance of professional advice for managing the complexity of this strategy. Ideal for high-income earners, the conversation provides valuable insights into minimizing tax liabilities and boosting long-term wealth.00:00 Introduction to Unique Investment Strategy00:34 Understanding Direct Index Investing01:45 Tax Efficiency in Brokerage Accounts04:06 Benefits of Direct Index Investing13:10 Managing a Direct Index Portfolio16:41 Criteria for Direct Index Investing21:08 Conclusion and Final ThoughtsDimensional Advisors Research PaperCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Compound Insights
Jarrad Linzie: Where Fixed Income Index Investing is Headed

Compound Insights

Play Episode Listen Later Feb 24, 2025 19:48


Jarrad Linzie of MSCI has been structuring and implementing indices for years. Hear what he thinks about the business as it faces transitional pressures.

Advisor Upside Podcast
2/11/25 - Is Index Investing Causing a Market Bubble?

Advisor Upside Podcast

Play Episode Listen Later Feb 11, 2025 30:41


Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.

Unconventional Wisdom
How to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors (Canadian Financial Summit 2024)

Unconventional Wisdom

Play Episode Listen Later Jan 23, 2025 37:36


Why do so many Canadians struggle to achieve financial freedom, even with a solid financial plan?  Why do they retire with less than they hoped for, despite diligently saving and investing?  The answer often boils down to two things: suboptimal investments and a misguided focus on risk. In my latest podcast episode, we'll uncover why good investment performance is essential for your financial success and show you how to take control of your portfolio.  We'll also address common misconceptions about risk in the investment industry and uncover the secrets to thinking like a successful investor. You'll learn: Why is good performance important for your life? What rate of return do you need to become financially independent? What are the 4 performance drags that reduce investment returns? What is the Asset Allocation Loss Ratio (AALR)? Why is it easy to outperform financial advisors? What is wrong with the investment industry definition of “risk”? Why is it easy to outperform robo-advisors? Why is it easy to outperform index investors? How can you learn to think properly about investing? What are the secrets to outperforming?  

Bob Brooks Prudent Money
Everything You Need To Know About Index Investing

Bob Brooks Prudent Money

Play Episode Listen Later Jan 7, 2025 24:35


Bob interviews index fund specialist Mark Hebner on the ins and outs of index investing.

index investing mark hebner
The Best Interest Podcast
But is NOW the Right Time to Invest in the Stock Market?! - E96

The Best Interest Podcast

Play Episode Listen Later Dec 18, 2024 55:44


Talking solo, Jesse tackles two important, ever-present investing questions in today's monologue. Should I try to time the market? How do I beat the market? The truth is, the timeless advice stands: diversify your portfolio, steer clear of speculation, and invest early and often. Diversifying is like buying the haystack, rather than looking for the needle, because, the truth is, you probably won't find the needle. Speculative stock-picking is like picking out some straw and hoping it'll turn out to be the needle. To illustrate the benefits of consistent investing - rather than attempted market timing - Jesse tells the tale of Bad Timing Bill, Normal Nick, and Good Timing Gary. Bill and Gary both tried to time the market. This episode is packed with insight you'll want to return to again and again. Key Takeaways: • Don't look for the needle in the haystack. Buy the haystack. Most stock pickers stumble into success. • There's no such thing as skilled stock picking because we can never know the entire market. • Just because a business is massive and visible, doesn't mean it will forever make good decisions. • How to sort out a fair price for something. A good burger isn't worth 100 dollars! • What are CAPE and PE ratios? • The story of Bill, Nick, and Gary: Why you shouldn't try to time the market.  Key Timestamps:(00:00) The Best Interest Year in Review (08:02) The Evergreen Question: Is Now the Right Time to Invest? (11:58) The Case for Index Investing (25:16) Understanding Market Efficiency (29:13) The Starbucks Dilemma: Diversification vs. Concentration (32:01) The Importance of Price (32:39) Warren Buffett's Wisdom on Fair Prices (33:37) The Risks of Overconcentration in a Single Stock (34:14) Diversification and Risk Management (35:36) The Concept of Timing the Market (36:08) The CAPE Ratio Explained (46:39) Dollar Cost Averaging vs. Lump Sum Investing (51:27) The Complexity of Market Movements Key Topics Discussed:The Best Interest, Jesse Cramer, Rochester New York, financial planner, financial advisor, wealth management, retirement planning, tax planning, personal finance, stock picking, speculation, index funds, mutual funds, stock market, DIY investing Mentions:Wealth Creation in the U.S. Public Stock Markets 1926 to 2019 by Hendrik Bessembinder https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3537838  The Needle in the Haystack:  https://bestinterest.blog/the-needle-in-the-haystack/ Yes, You Can Beat the Market, But...:  https://bestinterest.blog/yes-you-can-beat-the-market/ Good Company, Bad Stock:  https://bestinterest.blog/good-company-bad-stock/ The CAPE Ratio vs. Future Returns: https://bestinterest.blog/cape-vs-future-returns/ More of The Best Interest:Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Informed Decisions Financial Planning & Money Podcast
The 5 Benefits of Passive Index Investing in Ireland

Informed Decisions Financial Planning & Money Podcast

Play Episode Listen Later Dec 2, 2024 23:33


In this week's podcast, I talk about Index Investing in Ireland – A topic that will be of interest to all As you know at Informed Decisions, we believe in helping build a secure financial future through strategies grounded in research, not speculation. Today, I'd like to share why evidence-based investing, a disciplined approach driven by decades of data, stands out as one of the most reliable ways to achieve long-term financial success and security. Disclaimer

The Dividend Cafe
Market Momentum as a Reason for Thanks, or Fear

The Dividend Cafe

Play Episode Listen Later Nov 22, 2024 23:11


Today's Post - https://bahnsen.co/491vGxa Thanksgiving Special: Index Investing and Its Impact In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the latest from the Trump administration regarding economic cabinet roles. 00:00 Introduction and Thanksgiving Plans 00:54 Election Aftermath and Policy Expectations 01:50 Index Investing and Its Impact 04:21 Liquidity and Volatility in Markets 11:25 Understanding Investment Spreads 15:10 Economic Sentiments and Housing 17:56 Administration's Economic Plans 20:37 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Bid
The Race For Innovations In ETFs and Index Investing

The Bid

Play Episode Listen Later Nov 1, 2024 20:00


Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, and how technology is playing a role in shaping these products.Joining Oscar live in London at BlackRock's annual UK Wealth Investors Forum is Manuela Sperandeo, Head of Product for iShares in EMEA and Stuart Doole, global head of Equity investing research at MSCI, an investment research firm that provides stock indexes, portfolio risk, and performance analytics.Sources: ‘Global ETF assets reach $11 trillion', Investment News, February 2024 Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses. The iShares ETFs that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC. This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. BlackRock Is not affiliated with MSCI.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Invest Like a Boss
308: Carbon Index Investing with Kraneshares' Luke Oliver (Encore)

Invest Like a Boss

Play Episode Listen Later Oct 24, 2024 61:53


An encore airing of our interview (ILAB 190) from summer 2021 with Kraneshares Managing Director Luke Oliver on the Gloabl Carbon Market and their fund $KRBN. Luke will be returning to ILAB soon for a follow up, so we thought it'd be good for you to get refreshed on this ESG investment idea, seeing as it's underperformed the last 18 months. Derek & Sam both personally hold $KRBN and we know a lot of our bosses out there bought in on this initial airing too so we look forward to Luke's return to the show. Discussed:  Original episode ILAB 190 Kraneshares Global Carbon ETF | KRBN The Impact and ESG Case for Gloabl Carbon Allownace Exposure in Portfolios Carbon Pricing: Investing in a Changing Climate Where we are: Johnny FD – Kyiv, UA / IG @johnnyfdj Sam Marks - Barcelona, ES / IG @sammarks12 Derek – Los Angeles, US / IG @DerekRadio Sponsor: RobinhoodFrom October 16-27, 2024, when you transfer your IRAs, margin balances, or other brokerage accounts to Robinhood, there's no limit to how much you can earn. Head to Robinhood.com/HoodWeek now to learn more. ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss Time Stamp: 01:12 - Derek Intro 03:07 - Interview Begins 24:20 - This Seems Too Good to Be True? 40:02 - Sam/Derek Recap 55:44 - Sam & Derek Both Bought KRBN If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify. Copyright 2024. All rights reserved. Read our disclaimer here.

Gimme Some Truth
An Introduction to Index Investing

Gimme Some Truth

Play Episode Listen Later Sep 23, 2024 18:43


Discover more about the world of index investing in our video podcast. We dive into the history of index funds, starting with the creation of the S&P 500 and the revolutionary move by Vanguard in 1976. Learn the differences between major indexes like the Dow Jones and Russell 2000, and explore the rise of Exchange Traded Funds (ETFs), which offer tax efficiency, intraday trading, and accessibility for smaller investors. We also break down key index construction methods, such as market-cap-weighted vs. equal-weighted indexes, and discuss how different approaches impact portfolio performance. Additionally, gain insights into factor indexing strategies and how modern investing has evolved beyond passive approaches, utilizing factors like size, momentum, and quality to enhance returns. This video is for anyone wanting to understand: The history and benefits of index investing How ETFs differ from mutual funds Why factor-based strategies are gaining popularity. The key differences in index construction across major funds Whether you're a seasoned investor or just starting out, this comprehensive overview will help you navigate the ever-expanding world of index investing. Don't miss out—subscribe for more insights on personal finance and investment strategies! #IndexInvesting #ETF #S&P500 #MutualFunds #FactorInvesting #Vanguard #Russell2000 #InvestingBasics #FinancialEducation

Equity Mates Investing Podcast
Why Index Investing: Because indexes are forever | iShares by BlackRock

Equity Mates Investing Podcast

Play Episode Listen Later Sep 12, 2024 29:55


Welcome to the final installment of our series exploring the power of index ETFs. Over four episodes we've been discussing why indexes:Ensure you don't miss out on growthOffer income without the hassleCut your losers, double-down on your winnersAre designed to last forever (this episode)In this episode we're taking a closer look at why indexes may be the only truly timeless investment product.We all love the idea of being a long term investor, but not every investment is designed to be long-term. The history of the stock market is a history of companies rising and falling, of one generation's giants being disrupted by a new wave of companies.When it comes to index ETFs, it is a completely different proposition. They are designed to be timeless and capture the growth in the stock market, wherever it comes from next. Tune in to today's episode to find out how.—------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.The content is distributed by WealthHub Securities Limited (WSL) (ABN 83 089 718 249)(AFSL No. 230704). WSL is a Market Participant under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited (ABN 12 004 044 937)(AFSL No. 230686) (NAB). NAB doesn't guarantee its subsidiaries' obligations or performance, or the products or services its subsidiaries offer. This material is intended to provide general advice only. It has been prepared without having regard to or taking into account any particular investor's objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice, in light of their own objectives, financial situation and/or needs, before acting on the advice. Past performance is not a reliable indicator of future performance. Any comments, suggestions or views present do not reflect the views of WSL and/or NAB. Subject to any terms implied by law and which cannot be excluded, neither WSL nor NAB shall be liable for any errors, omissions, defects or misrepresentations in the information or general advice including any third party sourced data (including by reasons of negligence, negligent misstatement or otherwise) or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the general advice or information. If any law prohibits the exclusion of such liability, WSL and NAB limit its liability to the re-supply of the information, provided that such limitation is permitted by law and is fair and reasonable. For more information, please click here. Hosted on Acast. See acast.com/privacy for more information.

Equity Mates Investing Podcast
Why Index Investing: Cut your losers, double-down on your winners | iShares by BlackRock

Equity Mates Investing Podcast

Play Episode Listen Later Sep 5, 2024 23:29


Welcome to part 3 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated.Over four episodes we'll be discussing why indexes:Ensure you don't miss out on growthOffer income without the hassleCut your losers, double-down on your winners (this episode)Are designed to last foreverIn this episode we're taking a closer look how the design of an index gives us more of the companies doing well, and less of the companies doing poorly.Two of the hardest parts of investing - knowing when to sell and getting your position sizing correct. Luckily, the design of the index product takes care of both of those for you by applying a consistent, rules-based approach. Listen to today's episode to understand how.—------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.—------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Equity Mates Investing Podcast
Why Index Investing: Income without the hassle | iShares by BlackRock

Equity Mates Investing Podcast

Play Episode Listen Later Aug 29, 2024 21:13


Welcome to part 2 of our 4 part exploration of the power of index ETFs. We may have written a book on them, but we still think index ETFs are under-appreciated. Over four episodes we'll be discussing why indexes:Ensure you don't miss out on growth Offer income without the hassle (this episode)Cut your losers, double-down on your winnersAre designed to last forever In this episode we're taking a closer look at the income paid by index ETFs, and why they offer a simple alternative to the hassle and cost of chasing dividend yields from cyclical individual stocks. —------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible.—------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL's views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction. Hosted on Acast. See acast.com/privacy for more information.

T Bill's Plain Market Talk
08/22/24 – Investing 92– Mutual Funds 41– Index Investing 20 – Leveraged Index Funds, Less Jobs Than Reported, Peloton Possible Comeback, Canadian Rail Shutdown, Wal-Mart+ Burger King Offer.

T Bill's Plain Market Talk

Play Episode Listen Later Aug 22, 2024 15:57


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – The full list of the ProShares Leveraged Index Funds. A revised labor report shows 818,000 fewer jobs.   Peloton's possible comeback.   The Canadian railroad shutdown.  Wal-Mart+ offering discount on Burger King. 

Equity Mates Investing Podcast
Why Index Investing: You don't miss out on growth | iShares by BlackRock

Equity Mates Investing Podcast

Play Episode Listen Later Aug 22, 2024 27:03


The growth of index ETFs has been one of the investing stories of our lifetime. And yet, we think they're still under-appreciated. Over 4 episodes we're going to be exploring the power of index investing. In the first episode we're focusing on growth, and why with index funds you don't miss out. —------This content has been made in collaboration with iShares by Blackrock, NAB Trade and S&P Dow Jones Indicies. Thank you to these partners for helping keeping all of our content free and accessible. —------Want a short, sharp summary of the news moving markets? Sign up to our email to keep up with the day's business news —------Want to get involved in the show?Have a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13 006 165 975, AFSL 230 523 on 23 July 2024. Comments made by BIMAL employees here represent BIMAL's views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction. Hosted on Acast. See acast.com/privacy for more information.

T Bill's Plain Market Talk
08/15/24 – Investing 91– Mutual Funds 40 – Index Investing 19 – S&P 500 ETF Vs. The Index, Inflation Coming Down, Retail Sales Strong, Mars Buying Kellanova, Deadpool & Wolverine Over $1 Billion.

T Bill's Plain Market Talk

Play Episode Listen Later Aug 15, 2024 17:04


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – The Standard & Poor's 500 Index return versus the SPDR Exchange Traded Fund.  Consumer Price Index at lowest level in three years.   Retail sales stronger than expected. Mars buying Kellanova. Deadpool & Wolverine now over $1 Billion at the box office. 

T Bill's Plain Market Talk
08/08/24 – Investing 90– Mutual Funds 39 – Index Investing 18 – Index ETF's, Carry Trades, Boeing's New CEO, Heatflation, Disney May Have Three $1 Billion Movies.

T Bill's Plain Market Talk

Play Episode Listen Later Aug 8, 2024 22:02


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Leveraged Index Exchange Traded Funds. Boeing's new CEO.   Heatflation explained.  Carry Trades and their effects in the markets.   Disney may have the three $1 Billion movies of 2024.

T Bill's Plain Market Talk
08/01/24 – Investing 89– Mutual Funds 39 – Index Investing 17 – S&P 500 Inverse Leveraged Funds, Deadpool & Wolverine Heading for $1 Billion, CrowdStrike Declines, First AI Law.

T Bill's Plain Market Talk

Play Episode Listen Later Aug 1, 2024 17:40


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – S&P 500 Inverse leveraged Funds.  Deadpool & Wolverine heading for over $1 Billion at the box office.  Delta Airlines CEO blasts CrowdStrike.  First Artificial Intelligence law takes effect in Europe today. The outlook for interest rates.  The need for electricians. The launch of the new Venu sports streaming service.  

T Bill's Plain Market Talk
07/26/24 – Investing 88– Mutual Funds 38 – Index Investing 16 – Rydex S&P 500 Leveraged Fund, Inflation Coming Down, Paris Olympics Lower Costs, CrowdStrike Stock Fallout.

T Bill's Plain Market Talk

Play Episode Listen Later Jul 26, 2024 18:40


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – The Rydex S&P 500 leveraged Fund.  Personal Consumption Expenditure Index shows declining inflation. Paris Olympics coming in at lower cost than predecessors.   CrowdStrike's stock price fallout. Deadpool & Wolverine set for record opening.  The 22nd Amendment and Presidential term limits.  

T Bill's Plain Market Talk
07/18/24 – Investing 87– Mutual Funds 37 – Index Investing 15 – Rydex DJIA Leveraged Fund, Amazon Record Prime Day Sales, Ferrari Looking For Counterfeits, Darden Acquires Chuy's.

T Bill's Plain Market Talk

Play Episode Listen Later Jul 18, 2024 14:39


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – The Rydex Dow Jones Industrial Average leveraged Fund. The market's YTD returns.   Amazon Prime event spurs record online retail sales. Darden Restaurants acquires Chuy's.  Ferrari's rewards program for reporting counterfeits.   The election's effect on the stock markets. Ford converting EV factory to gas powered trucks.

T Bill's Plain Market Talk
07/11/24 – Investing 86 – Mutual Funds 36 – Index Investing 14 – Rydex DJIA Funds, Prices Declined in June, Olympic Betting, The End of Redbox.

T Bill's Plain Market Talk

Play Episode Listen Later Jul 11, 2024 16:35


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – The Rydex Dow Jones Industrial Average Fund. Consumer Price Index shows a decline in prices for June.  The end of Redbox.  John Deere layoffs. Summer Olympic betting expected to set records.   Target no longer accepting personal checks.  Bitcoin investor MircroStrategy announces a 10-for-1 stock split. 

T Bill's Plain Market Talk
07/03/24 – Investing 85– Mutual Funds 35 – Index Investing 13 – Leveraged Index Funds, Markets At Record Highs, Southwest Airlines Employs Poison Pill, Job Market Remains Hot.

T Bill's Plain Market Talk

Play Episode Listen Later Jul 3, 2024 11:07


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Leveraged Index Funds.  The markets are at record highs.   The job market remains hot.  Southwest Airlines institutes a ‘Poison Pill ‘strategy.  AI company reaches deal to use deceased actor's voices to narrate audio books. 

T Bill's Plain Market Talk
06/27/24 – Investing 84– Mutual Funds 34 – Index Investing 12 – Walgreens Worst Day In Its History, Record Labels Suing AI Music Creators, Music Tech Companies Guidelines For AI Music.

T Bill's Plain Market Talk

Play Episode Listen Later Jun 27, 2024 15:13


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 11.  The market's first half of the year performance. The S&P Large, Mid, and Small Cap returns Walgreens having its worst ever stock performance day. Major record labels are suing AI music creators.   50 music creation technology companies sign new guidelines for AI music. 

Curious Worldview Podcast
Victor Haghani | Missing Billionaires, An Ode To Jim Simons & Top To Bottom Index Investing

Curious Worldview Podcast

Play Episode Listen Later Jun 18, 2024 90:04


✍︎: The Curious Worldview Newsletter - the ultimate compliment to the podcast...Bill BrowderNassim TalebFollow me on Instagram - @ryanfhoggThis is an interview with Victor Haghani who is among many other things… the Co-Founder of LTCM (long term capital management), the Founder of Elm Wealth and the author of Missing Billionaires.In this interview we focused on Victor himself... his experiences at Solomon in the 80s and a brush with Bill Browder (who by the way was recently knighted), comments on Jim Simons and Nassim Taleb, an incredible moment of serendipity that would have changed his life forever and ultimately an exploration of Victor's worldview...00:00 – Who Is Victor Haghani01:40 - 1997 Nobel Prize & Stockholm07:47 - Solomon Brothers & Bill Browder Anecdote16:15 - 10 Year Sabbatical24:42 - Jim Simons30:49 - Missing Billionaires & Ergodicity52:40 - Baggage We Are Carrying Around From Our Evolutionary Past1:00:40 - Nassim Taleb1:04:40 - Potentially A Confrontational Question1:11:40 - Michael Burry Index Bubble Theory1:18:26 - An Incredible Moment Of Serendipity & Why Victor's Bullish On UK

T Bill's Plain Market Talk
06/14/24 – Investing 83 – Mutual Funds 33 – Index Investing 11 – The S&P Midcap 400 Returns, Abercrombie & Fitch Comeback, Stock Splits Are Back, Russian Currency Exchange Sanctions.

T Bill's Plain Market Talk

Play Episode Listen Later Jun 14, 2024 16:31


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 11.  The S&P Midcap 400 returns compared to the overall market. Abercrombie & Fitch's strong comeback. Stock Splits are back.  The Russian MOEX currency exchange sanctions.  Wells Fargo fires employees for fake keyboard strokes. 

T Bill's Plain Market Talk
06/06/24 – Investing 82 – Mutual Funds 32 – Index Investing 10 – The S&P Midcap 400, Markets at Record Highs, The NBA's $76 Billion TV Deal, Spotify CEO's Music Creation Comments.

T Bill's Plain Market Talk

Play Episode Listen Later Jun 6, 2024 18:40


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 10.  The S&P Midcap 400.  The markets are at record highs.  The NBA's imminent $76 billion tv deal.   The NHL to broadcast the Stanley Cup Finals in American Sign Language.  Spotify CEO in trouble with music creators over comments.  Boeing Starliner and SpaceX Starship successfully launch.  New British banknotes feature King Charles III. A new Hunger Games book is coming.

T Bill's Plain Market Talk
05/30/24 – Investing 81 – Mutual Funds 31– Index Investing 9 – The Nasdaq 100 vs. The S&P 500, Kohl's and Salesforce Earnings Miss, Change In Settlement, The Key To Business Success.

T Bill's Plain Market Talk

Play Episode Listen Later May 30, 2024 19:12


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 9. The Nasdaq 100 vs. The S&P 500. Kohl's and Salesforce earnings miss. Best Buy and Footlocker up on outlook.   A change in settlement for stock trades.   The key to corporate long-term success. 

T Bill's Plain Market Talk
05/23/24 – Investing 80 – Mutual Funds 30– Index Investing 8 – The Nasdaq 100, Stock Market Still At Record Highs, Nvidia 10-for-1 Split, Ticketmaster Anti Trust Lawsuit.

T Bill's Plain Market Talk

Play Episode Listen Later May 23, 2024 16:31


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 8.  The stock market still at record highs.  The Nasdaq 100 ETF. Nvidia driving the market on its earnings and 10-for 1 stock split. DuPont splitting into three companies.   Ticketmaster being sued by the Justice Department for antitrust.  Judge halts sales of Elvis Presley's Graceland.  Citigroup pays for $189 million fine for 2022 Flash Crash.   TikTok laying off 1,000 employees. FCC considering AI rules for political ads. 

T Bill's Plain Market Talk
05/15/24 – Investing 79 – Mutual Funds 29– Index Investing 7, Stock Market At Record Highs, Shorting S&P 500 SPDR's, Inflation Easing, Apple Apologizes for Ad.

T Bill's Plain Market Talk

Play Episode Listen Later May 15, 2024 18:20


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 7.  The stock market is at record highs. Shorting Standard and Poor 500 Exchange Traded Funds. Consumer Price Index lower than expectations.  Apple issues apology for new iPad ad.  Taylor Swift's $1 Billion boost to the British Economy.  Netflix to show NFL Christmas games.  Two brothers charged with $25 million Ethereum heist.  Playing the rise of interest in denim clothing.  Meme stock short on AMC and GameStop squeeze fizzles out. 

T Bill's Plain Market Talk
05/10/24 – Investing 78 – Mutual Funds 28– Index Investing 6, S&P 500 SPDR's, Novavax Stock Doubles, Consumer Sentiment Down, $2 Million VIP Package for Tyson/Paul Fight.

T Bill's Plain Market Talk

Play Episode Listen Later May 10, 2024 15:34


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 6. Standard and Poor 500 Exchange Traded Funds. Novavax doubles on Sonofi deal.  Consumer Sentiment down 12% since last month.  A $2 million VIP package being offered for the Mike Tyson/Jake Paul fight. 

T Bill's Plain Market Talk
05/02/24 – Investing 77 – Mutual Funds 27– Index Investing 5, UMG and TikTok Reach Agreement, Peloton Laying Off 15% of Workforce, Fed Leaves Interest Rates Unchanged.

T Bill's Plain Market Talk

Play Episode Listen Later May 2, 2024 18:13


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 4.  Universal Music Group and TikTok reach agreement. Peloton CEO stepping down as company announced 15% workforce reduction.   The Federal Reserve leaves interest rates unchanged.  Moderna expecting approval for RSV vaccine.   Carvana up on record earnings.  SAG-AFTRA license Nielson to monitor streaming viewership.  Judge rules Amazon CEO Andy Jassy broke labor laws. 

T Bill's Plain Market Talk
04/25/24 – Investing 76 – Mutual Funds 26– Index Investing 4, Market Down On Negative Economic News, New Harry Potter Audio Books, Who Might Buy TikTok, Red Lobster Possible Bankruptcy.

T Bill's Plain Market Talk

Play Episode Listen Later Apr 25, 2024 17:23


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – Index Investing Part 4.  Market down on slowing economy and higher inflation.  Red Lobster might declare bankruptcy.  Facebook down on future outlook.  Ford losing $132,000 for every electric vehicle sold.  Who might buy TikTok.   New audio versions of Harry Potter books coming. 

T Bill's Plain Market Talk
04/19/24 – Investing 75 – Mutual Funds 25– Index Investing 3, Bitcoin Completes Its 4th Halving, A Trillion Dollar Market in Flying Cars, The Market's Upcoming Week, Taylor Swift's New Album.

T Bill's Plain Market Talk

Play Episode Listen Later Apr 20, 2024 16:59


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – Index Investing Part 3. Bitcoin completes its fourth ever halving. JP Morgan predicts a trillion market in flying cars.  The market's big next week.  Taylor Swift surprises with two albums.

T Bill's Plain Market Talk
04/11/24 – Investing 74 – Mutual Funds 24– Index Investing 2, Mixed Inflation Reports, Winning a Lottery, Supercore Inflation, Consumers Use of VR Headsets.

T Bill's Plain Market Talk

Play Episode Listen Later Apr 11, 2024 16:32


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – Index Investing Part 2. Mixed inflation reports. $1.3 billion Powerball Winner and how to handle winning a lottery.  Supercore inflation. Consumers preference for use of VR headsets. 

T Bill's Plain Market Talk
04/05/24 – Investing 73 – Mutual Funds 23– Index Investing 1, A Strong Labor Report, GE Splitting, An Electric Highway, Krispy Kreme at McDonalds.

T Bill's Plain Market Talk

Play Episode Listen Later Apr 5, 2024 17:28


Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:  Mutual Funds – Index Investing Part 1.  A strong March labor report.  General Electric Splitting into several companies.   An electric highway being built in Central Florida.  Krispy Kreme Donuts coming to McDonalds. 

The Long View
Bryan Armour: Is Index Investing's Superpower Unstoppable?

The Long View

Play Episode Listen Later Mar 19, 2024 50:44


Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting trade surveillance and investigations specializing in exchange-traded funds. Prior to Finra, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile Exchange. Bryan holds a BA in Economics from the University of Illinois and the Chartered Financial Analyst designation.BackgroundBioPassive Investing and ETFs“Index Funds Have Officially Won,” by John Rekenthaler, Morningstar.com, Feb. 13, 2024.“Active Funds Fell Short of Passive Peers in 2023,” by Bryan Armour, Morningstar.com, March 12, 2024.“It's Official: Passive Funds Overtake Active Funds,” by Adam Sabban, Morningstar.com, Jan. 17, 2024.“ETFs vs. Mutual Funds: The Benefits That Really Matter,” by Bryan Armour, Morningstar.com, Feb. 6, 2024.“2023 Model Portfolio Landscape,” Morningstar.com.“Markets Are ‘Fundamentally Broken' Due to Passive Investing, Says David Einhorn,” by William Watts, marketwatch.com, Feb. 9, 2024.“How Fund Fees Are the Best Predictor of Returns,” by Russ Kinnel, Morningstar.com, Jan. 12, 2026.“Cage Match: Traditional Index Funds vs. ETFs,” by Christine Benz and Margaret Giles, Morningstar.com, Oct. 20, 2023.“Global Fund Flows: 2023 in Review,” Morningstar.com, Feb. 6, 2024.“A Closer Look at Vanguard's Newest Core Bond ETFs,” by Dan Sotiroff, Morningstar.com, Feb. 12, 2024.“3 New ETFs That Stand Out From the Pack,” by Ryan Jackson, Morningstar.com, Aug. 30, 2023.“Converting Mutual Funds to ETFs: What to Make of the Trend,” by Daniel Sotiroff, Morningstar.com, April 11, 2023.“How to Choose a Great Dividend ETF,” by Dan Sotiroff, Morningstar.com, May 17, 2023.“The Best and Worst New ETFs of 2023,” by Bryan Armour, Morningstar.com, Dec. 19, 2023.Bitcoin and Covered-Call ETFs“Spot Bitcoin ETFs Are Here. Should You Invest?” by Bryan Armour, Morningstar.com, Jan. 11, 2024.“Grayscale's Victory Over the SEC Doesn't Mean a Spot Bitcoin ETF—for Now,” by Bryan Armour, Morningstar.com, Aug. 30, 2023.“Should You Buy a Covered-Call ETF?” Video interview with Bryan Armour and Ruth Saldanha, Morningstar.com, June 14, 2023.Securities MentionediShares ESG Aware ETF ESGUiShares MSCI USA Quality Factor ETF QUALARK Innovation ETF ARKKGrayscale Bitcoin Trust (BTC) GBTCJPMorgan Equity Premium Income ETF JEPIGlobal X Nasdaq 100 Covered Call ETF QYLDVanguard's High Dividend Yield ETF VYMBlackRock Flexible Income ETF BINCSchwab High Yield Bond ETF SCYBT. Rowe Price Capital Appreciation Equity ETF TCAF2x Bitcoin Strategy ETF BITXYieldMax AI Option Income Strategy ETF AIYYOther“The ETF Rule: What It Is and Why It Matters,” by Irene Huhulea, Investopedia.com, Jan. 25, 2024.

The Canadian Investor
Keeping it Simple with Index Investing and Building a Business with AI

The Canadian Investor

Play Episode Listen Later Nov 27, 2023 47:52


In this episode, Simon gives an update on recent developments about OpenAI and the news that Sam Atlman will finally be returning. Braden gives his opinion on the situation as the co-founder of Finchat.io which is built on OpenAI's ChatGPT API. We then go over some frequently asked questions about index investing. Tickers of stocks discussed: VUN.TO, VFV.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital 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  Sign up to Stratosphere for free

InvestTalk
InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns

InvestTalk

Play Episode Listen Later Oct 25, 2023 46:58


When analyzing time horizons, risk evaluation changes for different periods. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, MGY - Magnolia Oil & Gas Corp., EOG - EOG Resources Inc., FPI - Farmland Partners Inc., NVT - nVent Electric PLC, Interest Rates and the Economy, GOLD - Barrick Gold Corp., Gold Rally, Global Manufacturing Outside of China, COP – Conoco Phillips.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Millennial Investing - The Investor’s Podcast Network
MI299: Index Investing Simplified w/ Nicole Lapin

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Oct 17, 2023 39:14


Kyle Grieve chats with Nicole Lapin about Nicole's background in finance and how she got to where she is today on her own, why finances seem daunting to some people and what we can do about it, the simple things you need to know to start investing today, the reason starting now is so important, how AI is helping to improve investing for everybody, and much, much more!Nicole Lapin is the author of 5 books on personal finance and the founder of the Money News Network. She hosts The Money Rehab With Nicole Lapin daily podcast. Nicole was an anchor for CNN and CNBC. Now she spends most of her time helping educate people to improve their financial situations.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro.03:43 - Why financial jargon keeps us in the dark on our finances.03:47 - Why discussing finances are so taboo.05:17 - The positive and negative effects of compound interest.07:08 - What you need to know to get started in investing.09:18 - A very simple index fund strategy.17:20 - The importance of time in compounding.27:29 - The use of AI in helping with personal finances.BOOKS AND RESOURCESBuy Nicole Lapin's latest book: Miss Independent.Check out Nicole's other books here.Check out Nicole's AI service to help make you a better investor: Magnifi.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.SPONSORSLearn how Principal Financial can help you find the right benefits and retirement plan for your team today.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Your home might be worth more than you think. Earn extra money today with Airbnb.Learn from the world's best minds - anytime, anywhere, and at your own pace with Masterclass. Get 15% off an annual membership today.Support your success every step of the way with Shopify. Sign up for a one-dollar-per-month trial period today!Support our free podcast by supporting our sponsors.Connect with Kyle: Twitter | WebsiteConnect with Nicole: Twitter | Website | PodcastSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Market Mondays
MM#151: Russia, China, & Saudi Move Away from US Dollar, Top AI Companies, Index Investing, & Donald Trump

Market Mondays

Play Episode Listen Later Apr 4, 2023 90:17


In this episode, we spoke about VOO, VTI and index investing. We also talked Saudi Arabia, China, Russia, and other countries' plans on moving away from the US dollar.  We spoke about the political landscape of America, the future for Donald Trump, Joe Biden, and the Republican Party. We went over fundamental analysis, top AI companies, Instagram and more. #usdollar #ai #donaldtrumpSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy