Podcasts about intelligent investing

In recent years, the topic of wealth transfer has gained significant attention, especially regarding the financial futures of women and widows. Kathleen, a financial expert and advocate, shared her insights […] The post The Growing Impact of Wealth Transfers to Women & Widows appeared first on Intelligent Investing.

  For many, estate planning feels like something to worry about later in life. However, Chace Campbell, a seasoned attorney, sheds light on why new parents should make this a […] The post Why New Parents Need a Will appeared first on Intelligent Investing.

Wall Street Journal columnist Jason Zweig — who recently released the third edition of "The Intelligent Investor," Benjamin Graham's classic that many believe is the greatest investment book of all time — says that 'It used to be that your stockbroker tried to pick your pocket, and now your stockbroker is in your pocket." Those changes in technology make it hard for investors to stay focused on the long-term, which is where most will make their substantive financial gains. Zweig discusses how and why Graham's classic required updating — he last updated the book, adding commentary throughout — over 20 years ago — even though value investing still works well as Graham defined it in the original version in 1949. Steve Sanders, executive vice president of marketing and development for Interactive Brokers talked about the firm's Forecast Trader Market, which effectively allows investors to buy options on political events, economic data releases and climate indicators, ostensibly to hedge portfolios against current events, although in a way that Chuck notes feels more like sports betting than investing. Plus, in The Big Interview,  Andy Wells, chief investment officer at Sanjac Alpha, talks fixed-income investing as the economy expects a rate-cutting cycle to continue with news out of the Federal Reserve coming on Thursday.

  Estate planning often seems like a task for older generations, but Chace Campbell, an experienced attorney, offers a different perspective. In a recent episode of Intelligent Money Minute, Chace […] The post When Should Someone Start Thinking about Estate Planning? appeared first on Intelligent Investing.

The landscape of widowhood has seen significant changes in recent years, particularly in the realm of financial planning and wealth management. Kathleen Rehl, a financial expert and advocate for empowering […] The post Empowering Widows in a Changing Financial Landscape appeared first on Intelligent Investing.

In today's episode, we explore money and investing with Mark Matson. Mark is an American entrepreneur, author, and innovator in the science of investing and financial education. He creates educational experiences, platforms, and tools that make investing research accessible to investors and transform their relationship with money. His new book, “Experiencing the American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life” is out now. Mark challenges the traditional definition of the American dream and what many of us get wrong when defining it. Join us for an insightful conversation with Mark Matson as we discuss why money doesn't equal happiness and how more money leads to more stress, why you need to understand academic investment principles to save yourself from gambling your retirement away, how to overcome the scarcity mindset to build your American dream, and what it takes to find your purpose and live an extraordinary life. What to Listen For Introduction – 00:00:28 How does Mark Matson define the American dream differently? What problems does money NOT solve? Identify Your Blindspots with Money – 00:09:03 How do you identify your blindspots with money and then fix them so they don't hinder your success in life? What can you focus on to make ANY amount of money feel like enough? Intelligent Investing vs Stock Gambling – 00:16:15 What behaviors in the stock market make you a gambler vs an investor? Are big investing firms actually great at investing your money or just lucky over the long term? Why is the investing industry broken and can it be fixed? What are the 3 academic investing principles you can apply to mitigate the biggest risks associated with investing? Why Investing Solo Will Lose You Money – 00:27:34 What natural human tendencies make it an uphill battle to succeed as a solo investor and what value does a coach bring to the table? How do you apply the 3 academic investing principles when you're just starting out? The Investing Roadmap to Prosperity– 00:39:01 What is the secret to creating life changing wealth? How do you build financial security and freedom if you don't want to be an entrepreneur?  5 Discoveries That Will Change How You Think About Money – 00:48:22 What 5 facts about investing will change the way you think about money and help prevent you from making huge mistakes? Learn more about your ad choices. Visit megaphone.fm/adchoices

  In this episode of Intelligent Money Minute, we sat down with Chace Campbell to dive into estate planning essentials. If you're new to the concept of estate planning or […] The post Estate Planning 101 appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we explore an often overlooked aspect of retirement planning: preparing emotionally, psychologically, and relationally for this significant life change. While financial readiness is […] The post Living In Retirement Together Isn't Easy appeared first on Intelligent Investing.

  On our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […] The post What Are Powers of Attorney? appeared first on Intelligent Investing.

  On this episode of Intelligent Money Minute, we interviewed Chace Campbell, a distinguished attorney based in Greenville, with over 20 years of legal experience. Chace's story is one of […] The post Chace Campbell's Journey to Becoming a Legal Expert appeared first on Intelligent Investing.

At Intelligent Investing Advisors, we are dedicated to helping our clients navigate the complexities of retirement with confidence and clarity. We prioritize providing personalized guidance to ensure that our clients […] The post Not Wired to Retire: Encore Careers in Retirement appeared first on Intelligent Investing.

On Let's Talk Money, we're going back to the past to bring back some of our favourite bits of the podcast… just in case you missed it.  Today, Monika unravels the crucial distinction between saving and investing, emphasising why they should never be used interchangeably. From understanding the basics of savings to exploring the potential of investments across various asset classes, she delves into the transformative power of transitioning from savers to intelligent investors. Also, she answers your pressing questions about how much is enough for a retirement kitty if you have kids, how to get out of a crippling debt cycle, and whether you should opt for an education loan or let your parents cover your expenses. If you'd like to go back to the original featured, click the links below: (00:46 - 05:18) Evolving Towards Smart Investments (05:25 - 10:57) Calculating My Retirement Corpus With Kids  (11:00 - 16:14) Getting Out Of A Debt Trap (16:16 - 17:30) Opt for an Educational Loan or Let Parents Pay? If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com  Retirement Calculator https://investor.sebi.gov.in/calculators/Visual_Gold_Planner.html https://investor.sebi.gov.in/calculators/Assets_Allocations.html William Sharpe's Article https://www.barrons.com/articles/william-sharpe-how-to-secure-lasting-retirement-income-51573837934 Monika's columns dealing with being in debt and taking loans https://www.monikahalan.com/new-rules-are-needed-to-stop-predatory-lending/ https://www.monikahalan.com/opinion-why-you-should-keep-paying-emis/ https://www.monikahalan.com/five-years-into-the-base-rate-system-it-seems-that-even-the-move-to-a-base-rate-system-has-not-worked-in-rate-transmission/ Monika's book on basic money management https://www.monikahalan.com/lets-talk-money-english/ Monika's book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Calculators https://investor.sebi.gov.in/calculators/index.html You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Kartik Kulkarni Artwork: Alika Gupta

At Intelligent Investing Advisors, we often delve into discussions about the intricacies of financial planning, wealth management, and investment strategies. Recently, we had the opportunity to sit down with Rob […] The post Insights for DIY Investors and Fiduciary Seekers appeared first on Intelligent Investing.

At Intelligent Investing Advisors, we often delve into discussions about the intricacies of financial planning and investment strategies. Recently, we had the opportunity to sit down with Rob Isbitts, a […] The post Insights for DIY Investors and Fiduciary Seekers appeared first on Intelligent Investing.

At Intelligent Investing Advisors, we're dedicated to helping our clients navigate the complexities of retirement with confidence and clarity. In a recent interview with Kathleen Rehl, a leading authority on […] The post Not Wired to Retire appeared first on Intelligent Investing.

Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What's unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their assets, through his desire to create a more centralized dashboard for his clients and his deep fascination of technology as a behavioral finance tool. Listen in as Hans shares his journey from the initial concept of Intelligrations, focusing on high-level financial goals and guiding client behaviors, to its development into a comprehensive software integrated with industry vendors. We also discuss how he positions Intelligent Investing as a boutique advisory for high-net-worth executives—emphasizing core values to highlight the firm's approach and distinguish between long-term and short-term clients—his discovery process for understanding client finances and values, and how he has transformed initial rejections into opportunities. For show notes and more visit: https://www.kitces.com/379

At Intelligent Investing Advisors, we believe in helping our clients not just retire but re-fire their lives for a fulfilling and purposeful future. In a recent interview with Kathleen Rehl, a […] The post The Five Ways to ReFire Your Retirement appeared first on Intelligent Investing.

In this episode, Monika highlights the importance of shifting from the mindset of simply saving to intelligent investing. Recognize the need for intentional savings and how they can evolve into smart investments. Find out about the potential gains of investing across diverse asset classes, and how to make your money work hard for you. Monika also tackles pertinent questions about crafting the perfect mix of investments through your own asset allocation. She also underlines the unique dynamics of the Indian real estate market vs the Indian stock market, and explains how your choice of products will depend on how fast you want to grow your money and how much risk you are prepared to take. Tune into an empowering lesson towards unlocking wealth through informed financial choices. Chapters: (00:30 - 05:04) From Simply Saving to Intelligent Investing (05:15 - 09:07) Question: Should I Invest in Long Term Stocks, SGBs, or Mutual Funds? (09:10 - 13:12) Question: Investing in Real Estate vs Stocks in the Indian Market (13:14 - 16:41) Question: When Should You Invest in Lumpsum? If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com  Monika's book on basic money management https://www.monikahalan.com/lets-talk-money-english/ Calculators https://investor.sebi.gov.in/calculators/index.html You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Lakshman Parsuram Artwork: Alika Gupta

We're back with a bonus episode with Laura Pomfret and Holly Holland, founders of Financielle! Ever wondered how your mental health is linked to your financial wellness, and what strategies can help you manage both? Join us on an enlightening journey with the founders of Financielle, as we dissect, simplify, and personalise finance, from surviving to building and growing your wealth. From the importance of a budget and emergency fund to the need for clearing debts, Financialle's playbook strategy is designed to uncomplicate money management for you. As pioneers in the digital age, Holly and Laura share the revolutionary benefits of digital banks such as Monzo and Starling and debunk the misconceptions about late-life millionaires. We also tackle the controversial topic of car finance and its impact on personal finances, urging caution against the lure of new cars and the danger of prioritising car finance over mortgage. We delve into the significant connection between financial wellness and mental health, the challenges of investing and highlighting the potential for high risk and profitability. Financielle's goal is to improve your financial well-being and your relationship with money, irrespective of your age or current financial situation. Listen to this episode to start your journey towards financial wellness today.(0:00:21) - The Financial Playbook(0:10:19) - Digital Banks, High Interest, Taking Action(0:15:47) - Car Finance Controversy and Pension Importance(0:26:31) - High-Risk Investing and Rental Properties(0:31:10) - Rental Property as Business Decision(0:34:54) - Financial Wellness and Mental Health Linked(0:39:24) - Encouraging Financial Management for AllFollow Financielle:Website: https://www.financielle.co.uk/Instagram: https://www.instagram.com/financielle/ Follow us on social!Instagram: https://www.instagram.com/anythingispossiblegroup/TikTok: https://www.tiktok.com/@anythingispossiblebrandJoin our Facebook community: https://www.facebook.com/groups/2168215153350448/Subscribe to our YouTube: https://www.youtube.com/channel/UCtxrNn0mF8jJWxuYpEiqLqQ Listen on:Spotify: https://open.spotify.com/show/6dq6JhY64ttY7gvO9OkQqo?si=31cbd4933c794673Apple Podcasts: https://podcasts.apple.com/us/podcast/anything-is-possible-podcast/id1640844237?app=podcast

In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […] The post What An Intelligent Investing Should Do with Market Outlooks appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […] The post What An Intelligent Investor Should Do When an Asset Class Falls Out of Favor appeared first on Intelligent Investing.

In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on assessing risk in your small business. […] The post Assessing Risk in Your Small Business appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […] The post The Rapid Rise of Artificial Intelligence appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […] The post Is Bitcoin a Good Inflation Hedge appeared first on Intelligent Investing.

In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on the finances of starting a business. […] The post The Finances of Starting a Business appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […] The post The Benefits Of Working Beyond the Typical Retirement Age appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […] The post Is Gold a Good Inflation Hedge? appeared first on Intelligent Investing.

In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on setting and attaining financial goals. Personal […] The post How to Set and Attain Your Financial Goals appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. The […] The post Why People Stop Working Even When It Is Healthy For Them appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of how […] The post How Intelligent Investors Should Respond to Volatility appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we dive into the foundations and beginnings of Kidding Around Greenville with the owner and editor-in-chief, Bethany Winston. From financial challenges and reinvesting […] The post The Foundations and Beginnings of Kidding Around Greenville appeared first on Intelligent Investing.

In this episode of Intelligent Money Minute, we had the pleasure of interviewing Bethany Winston, owner and editor-in-chief of Kidding Around Greenville. Bethany shared her inspiring journey of starting her […] The post Bethany Winston's Kidding Around Greenville Journey appeared first on Intelligent Investing.

In a recent episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Swedroe, the head of Financial and Economic Research at Buckingham Strategic Wealth. Our discussion centered […] The post The Pitfalls of Recency Bias appeared first on Intelligent Investing.

Traditional diversification failed in 2022, but why did it happen, and will it happen again? On this episode of Intelligent Money Minute, Hans Blake interviews Larry Swedroe, the head of […] The post Why Did Traditional Diversification Fail in 2022? appeared first on Intelligent Investing.

In this episode, we'll take a deep dive into the world of AI penny stocks and explore the exciting opportunities and potential risks that come with investing in this market. As a solo investor, it can be challenging to navigate the complex world of finance and technology on your own. That's why we'll provide you with insights and strategies to help you identify promising penny stocks with AI-driven growth potential and manage the risks involved. We'll explore the ways in which AI technology is transforming the stock market and how you can take advantage of this trend to maximize your returns. We'll also discuss real-world examples of successful and unsuccessful AI penny stock investments, providing you with practical tips and tricks to help you make informed investment decisions. So, whether you're a seasoned investor or just starting out, join us in this episode to learn how to capitalize on the exciting world of AI penny stocks and take your investing game to the next level. If you have any questions, please feel free to reach out to us at admin@inpennystock.com or text us at 516-417-4941 Learn more about your ad choices. Visit megaphone.fm/adchoices

Philip Ordway | Intelligent Investing  My guest today is Philip Ordway, a fellow patient, disciplined investor. He shares his thoughts on being grounded when it comes to money, having a common sense, and benefits of productive mornings. Philip Ordway is the Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Lecturer in the Finance Department. He is a co-host of a great podcast The Week in Intelligent Investing. We talk about: 1) Discovering Warren Buffett, and his investment approach. 2) Being rational and intelligent with money. 3) Avoiding future regrets. 4) Changing your mind about an investment. 5) Treating clients the way you'd like to be treated. Please help me welcome, Phil Ordway. Links: Phil's Substack, Phil's Reading List. ---- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Learn more about Sicart Associates, LLC. Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Winter is coming.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport               Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.               Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify

Everything we are being told about energy is wrong.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                 Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                 Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                 The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify Should You Take That Case?The goal of our show is to be a resource for legal professionals who pursue medical...Listen on: Apple Podcasts

It's time to talk about market structure again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                 Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                 Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                 The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com) Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify

It's time to talk about interest rate volatility with the creator of the MOVE Index.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                 Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                 Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                  The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify Should You Take That Case?The goal of our show is to be a resource for legal professionals who pursue medical...Listen on: Apple Podcasts

California passes a bill to safeguard young children who want a sex change. Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify

This Episode takes a turn from the usual format and the guys just talk about their weekend adventures. From Neil falling through a floor to Jeff and Scott taking turns with recovery after a weekend in the Rocks with their Jeeps. They do discuss SFJ4x4's upcoming trip to Bantam Trailfest and what that entails. The #notsponsored product spotlight is Hutchinson Beadlock wheels, the only DOT approved true beadlock wheels. Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify

And the Tony Award goes to...Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport               Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.               Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.               The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Intelligent Investing with Glenn LeestThis podcast covers all topics related to Investing with Glenn LeestListen on: Apple Podcasts Spotify My MoneyPlanning for your financial future isn't easy – You deserve a community that supports...Listen on: Apple Podcasts Spotify Should You Take That Case?The goal of our show is to be a resource for legal professionals who pursue medical...Listen on: Apple Podcasts

Joining us right after her closing panel at the Western Canada Apartment Investment Conference is Shenoor Jadavji. She is the Founder and President of Lotus Capital Corp, and it's her second appearance on the podcast. Lotus is a relatively small organization, and that's how Shenoor likes it. She tells us the advantages that this provides... The post Intelligent Investing with Shenoor Jadavji of Lotus Capital Corp appeared first on Commercial Real Estate Podcast.

In this episode, I sit down with Bret Rosenthal, founder of the ARMR report, to discuss how to make successful investments, and how to build wealth through intelligent investing.Right now, it's no secret that the world seems very unstable. For investors, it can seem like a scary time to put money into something.But rather than simply hold on to your cash, you can still invest. And you can still end up with great returns on your investments. You just need to go about it the right way. Like, say, a hedge fund.You see, there's a reason why hedge funds tend to make successful investments and outperform individual investors. It's because they're always taking different positions and different sides. They know how to build wealth because they understand intelligent investing. It doesn't matter if it's a bull or a bear market.Whereas for individual investors, they find an idea that they want to invest in, and use their portfolio as a basket to see if it works. Hedge funds don't do that. They put the idea on a whiteboard first, and do exhaustive research BEFORE they invest.The ARMR report helps individuals learn to invest almost like when you do in hedge funds. With it, you can have the research you need to help you become better at investing, get rid of the emotions, and rely on the best available algorithms for informed decisions.Anyone can learn how to build wealth and make successful investments regardless of the market conditions, especially with a tool like the ARMR report. It allows you to navigate any kind of financial environment, and always come out ahead.Watch until the end as I discuss intelligent investing with Bret Rosenthal.

In this podcast with Elliott and John from This Week in Intelligent Investing, Vitaliy outlines what he calls the Stoic Operating System, how he was able to connect with classical composers in their struggle for creativity, the power of the subconscious mind, and how he handled a painful period of investment underperformance. Enjoy! You can listen to the original interview here: https://twiii.podbean.com/e/special-vitaliy-katsenelson-on-the-stoic-operating-system-painful-experiences-in-investing/  

In this podcast with Elliott and John from This Week in Intelligent Investing, Vitaliy outlines what he calls the Stoic Operating System, how he was able to connect with classical composers in their struggle for creativity, the power of the... The post This Week in Intelligent Investing Interview appeared first on The Intellectual Investor.

There's a lot of noise in the investment space—raving pundits, extreme headlines, and financial advertisements—and investors are susceptible. Long-term success requires learning to tune it out. This week's guest is William Spitz, the highly decorated former Treasurer and Vice Chancellor for Investments at Vanderbilt University and co-founder and principal of Diversified Trust. In this episode, Bill reflects on being immersed in environments of influential and innovative financial thinkers during his MBA at the University of Chicago and in the intercollegiate, collaborative atmosphere of his early years of endowment investing at Vanderbilt. He provides a glimpse of the tremendous ten-fold growth of Vanderbilt's endowment assets during his 1985–2007 tenure, highlighting the funds that contributed to such staggering growth. Bill and Eric dive into evolving corporate values and the current supply chain crisis. Speaking on personal investing, Bill provides essential advice on harnessing your own knowledge and embracing tinkering while trusting your portfolio. Listen in to learn how Bill manages his own portfolio after his award-winning success in endowment asset management.  (1:21) - A Renaissance man (5:12) - University of Chicago and the early years (9:57) - Return to Vanderbilt (13:14) - The growth of the endowment (16:20) - Sequoia Capital and Kleiner Perkins (18:25) - Longevity (20:38) - ESG investing (23:17) - The share buyback debate (24:28) - Supply chains and inflation (28:04) - Minimizing the damage caused by investment noise (33:41) - Crypto: exchange vs. investment (37:50) - Diversified Trust Company (40:30) - “What do I know vs. the world?” (43:00) - Signs of speculative excess (44:25) - Barbell approach to personal portfolio William Spitz is the co-founder and principal of Diversified Trust Company and serves on the Board of Directors of MassMutual Financial Group. From 1985 to 2007, he was Vanderbilt University's Treasurer and Vice Chancellor for Investments, increasing the endowment ten-fold. He has subsequently received the Foundation & Endowment Money Management's Lifetime Achievement Award, NACUBO's Rodney H. Adams Award, and the Hirtle Callaghan Award of Investment Leadership. William earned a bachelor's degree from Vanderbilt University and an MBA from the University of Chicago. Eric Satz—entrepreneur, serial investor, lover of hot peppers—is the founder and CEO of Alto. The idea behind Alto was born out of a problem. Eric found a clear need to give people more control over their investments (and investment opportunities) in a simple, streamlined way and created Alto to make these opportunities available to all investors, not just the ultra-wealthy or institutional investors.  If you'd like to receive new episodes as they're published, please follow The Altogether Show with Eric Satz in Apple Podcasts, Google Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in Apple Podcasts or Spotify. It helps others find the show. Podcast episode production by Dante32.

IN THIS EPISODE, YOU'LL LEARN:00:02:27 - What Jason Zweig learned from his father, the wisest person he's ever known.00:20:31 - Why investors shouldn't trust what brokers and financial advisers are selling them.00:36:34 - How success is shaped by weird moments of random chance as well as skill.00:38:54 - What Warren Buffett said when Jason asked him, “Do you think you're a genius?”00:59:41 - Why Benjamin Graham was obsessed with the overwhelming importance of survival.01:15:13 - Why investors need rules, policies, and procedures to drive their decision-making.01:25:59 - Why investing is, above all, a head game in which the secret of success is self-control.01:28:57 - What Jason learned while working with Nobel Prize-winning genius Daniel Kahneman.01:37:26 - Why investors should be optimistic, humble, and intensely wary of overconfidence.01:43:18 - How Jason thinks about the perils and promise of disruptive technologies like Bitcoin.01:52:49 - How money can (and cannot) buy you happiness.01:57:58 - Why he's inspired by the simple motto “I did the best I could.”*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES:Benjamin Graham's The Intelligent Investor, revised and updated by Jason Zweig.Jason Zweig's book on neuroeconomics, Your Money and Your Brain.Jason Zweig's satirical survival guide to Wall Street, The Devil's Financial Dictionary.Jason Zweig's website.William Green's book, “Richer, Wiser, Happier” – read the reviews of this bookWilliam Green interviews Joel Greenblatt on RWH003: How to Win The Investing Game.William Green interviews Howard Marks on RWH002: Investing Wisely In An Uncertain World.William Green interviews Tony Robbins on RWH001: The Life Force Revolution.William Green interviews Ray Dalio on WSB410: The Changing World Order.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Invest in the $1.7 trillion art market with Masterworks.io. Use promo code WSB to skip the waitlist.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One.If you're a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Every 28 seconds an entrepreneur makes their first sale on Shopify. Access powerful tools to help you find customers, drive sales, and manage your day-to-day. Start a FREE fourteen-day trial right now!Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Take advantage of a free mortgage review and learn about custom loans that can save you big money with American Financing.The interval fund, a breakthrough innovation. Only at Mackenzie.Get the most from your bitcoin while holding your own keys with Unchained Capital. Begin the concierge onboarding process on their site. At the checkout, get $50 off with the promo code FUNDAMENTALS.Live local in Melbourne and enjoy $0 Stamp Duty*!Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Gain the skills you need to move your career a level up when you enroll in a Swinburne Online Business Degree. Search Swinburne Online today.Design is already in your hands with Canva. Start designing for free today.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

With all of the tragic events going on in the world, we're seeing some of the impact reflected in the global economy and stock market. Times of unrest often introduce new uncertainty to the market.    If you're investing, it's normal to feel nervous about what this means for your portfolio. Today's guest joins me for a serious discussion on the markets and what you should be thinking about right now as an investor.    In this episode, you'll meet Apollo Lupescu from Dimensional Fund Advisors. An expert on the markets, Apollo is currently Dimensional's Vice President and “secretary of explaining stuff.” He share mores on:    The four major current events that are driving the market in early 2022 What investors should be doing right now as a result of this uncertainty Two distinct ways in which investors define a successful portfolio How our emotions and fear influence our investment decisions How investors can reduce the noise in their investment process What to do with your portfolio when retirement is approaching Why Apollo is deeply optimistic about the stock market as a whole   Links https://www.dimensional.com/