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After looking at companies that tanked in recent months in the last episode, Daniel Mahncke and Shawn O'Malley now take a look at the best-performing stocks of the pitches of the last two years. Google, Amazon, and Reddit are companies that generated great returns for the Intrinsic Value Portfolio, but there were also companies on the watchlist that turned into multibaggers in the past year. Daniel and Shawn discuss the patterns of the stocks that gained most in value, what one can learn from that, and how they think about selling and holding positions that went up past their fair value estimate. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:51) About Google's stock rise and valuation (00:15:32) How the massive capex changes the Mag7 (00:29:08) Why Amazon might be more attractive than Google (00:40:48) Why Daniel and Shawn decided to sell some Reddit (01:03:07) Why Remitly wasn't added to the Portfolio (01:11:57) How TSMC, Dell, and Comfort Systems became multibaggers (01:24:09) What the future holds for the AI trade Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠. Pitch on ⁠⁠Google.⁠⁠ Pitch on ⁠⁠Reddit. Pitch on ⁠⁠Crocs. Pitch on ⁠⁠Amazon⁠⁠. Pitch on ⁠⁠Remitly⁠⁠. Pitch on TSMC. Pitch on Dell. Pitch on Comfort Systems. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠: ⁠Plaud⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Scribe⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablecoin platform. He also gets into what the AI revolution really means for employment, why proprietary transaction data is Mastercard's deepest competitive moat, and how he personally stays sharp running a $500 billion company.  Host: Tom Gardner  Guest: Michael Miebach  Producers: Bart Shannon, Lauren Budabin  Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener's real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts discussed:-The “35 highest-earning years” rule—demystified: How Social Security treats your top earning years, wage inflation adjustments, and what “zero years” can do to your average.-AIME, bend points, and PIA: The three core building blocks of your benefit and why the formula is designed to replace a higher share of income for lower earners.-Claiming strategy matters more than you think: How taking benefits early vs. waiting (up to age 70) permanently changes your payout—and why family benefits (spousal/survivor) should be part of the decision.-How to estimate your benefit with better tools: Where the Social Security statement can mislead (especially if income will drop later), plus the best calculators and resources to model realistic future earnings and claiming ages.Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon and Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A weaker-than-expected U.S. jobs report sent the dollar sliding and pushed back market expectations for a Federal Reserve rate hike. We explore what softer labor data means for the rate outlook, bond markets, and where investors should be positioned.Today's Stocks & Topics: The Glimpse Group, Inc. (GGRP), Market Wrap, FreightCar America, Inc. (RAIL), Veralto Corporation (VLTO), Market Rotation, V.F. Corporation (VFC), Soft Jobs Report and the Dollar's New Direction: What It Means for Investors, KPP Newsletter, Otis Worldwide Corporation (OTIS), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Vanguard Health Care ETF (VHT), Boston Scientific Corporation (BSX), How Much Money Do You Need To Be Happy?Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

P.M. Edition for Aug. 14. Money managers have a problem: Clients are holding near-record amounts in cash—by one estimate more than $3 trillion. Miriam Gottfried, a reporter and co-host of WSJ's Take On the Week podcast, explains why this is happening and what financial planners are pushing their clients to do instead. Plus, two pieces of data—July retail sales and the preliminary August reading of the University of Michigan's consumer sentiment survey—came in lower than expected. WSJ economics reporter Matt Grossman says that is painting a picture of a weaker U.S. economy. And AI slop is everywhere, making it hard to know what's real online. We hear from WSJ personal tech columnist Nicole Nguyen about the inspiration for her recent special Tech News Briefing podcast series, “AI and the Blurring of Reality.” Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down the strategic decision to sell a portfolio of boutique hotels in Lake Tahoe, detailing the operational scaling challenges, rising interest rates, and the reality of 24/7 hospitality management. Understanding when to liquidate stabilized assets and redeploy trapped equity is a critical skill for any real estate investor looking to optimize returns and reduce active management stress.Beyond hospitality, we explore the current macroeconomic landscape, highlighting the unprecedented shift toward a buyer's market in housing and the potential impact of indexing capital gains tax to inflation. We also introduce the concept of "eustress" versus distress, providing actionable frameworks for high-performing entrepreneurs to leverage pressure for personal and professional growth.KEY TOPICS DISCUSSEDThe impact of rising interest rates on commercial real estate valuationsScaling challenges and operational realities of boutique hotel investmentsCalculating and understanding cap rates for passive investmentsUtilizing AI agents for investor relations and fund managementThe recent shift to a buyer's market in the US housing sectorProposed capital gains tax cuts and indexing gains to inflationThe psychological difference between distress and eustress for entrepreneursKEY TAKEAWAYSTrapped equity in stabilized real estate assets often yields a lower return, making it essential to unlock and redeploy capital into higher-yielding opportunities.Boutique hotels are 24/7 operating businesses, not just passive real estate, requiring significant scale to support a self-sustaining management team.The housing market currently holds a 51% seller surplus, creating a rare window of leverage for buyers to negotiate concessions before interest rates drop.Indexing capital gains to inflation could unlock stagnant housing supply by eliminating the lock-in effect and phantom profit taxation for long-term property owners.Engineering positive eustress into your routine forces growth and elevation, whereas unmanaged distress degrades focus and health.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.Visit skylineocresidences.com to discover luxury condo ownership at Skyline OC, Orange County's tallest residential tower. Get a free financial audit on your investment portfolio by texting X-Ray to 844-447-1555

For this Classic Suze School episode, think about when you invest. Do you focus more on what you lost? Are you investing all at once? Are you investing out of fear? If you answered “yes” to any of these questions, then Suze has the rules of the road you need to avoid making the biggest mistakes you could make, as an investor. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Daniel Mahncke and Shawn O'Malley take a trip down memory lane and look back at the pitches of the last year and a half – especially the ones that didn't work out as hoped. Many companies that were seen as best-in-class businesses not too long ago experienced massive drawdowns in the last year. Some of them were covered on this show, and others even made it into the portfolio.  Daniel and Shawn discuss the patterns of the stocks that lost most in value, what one can learn from that, and how the market shift towards AI changed how they invest. The companies discussed today are Adobe, Lululemon, PayPal, Trade Desk, and CoStar. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:04:33) Why Lululemon had to leave the portfolio (00:20:11) What made us sell PayPal (00:36:08) About Adobe's downfall and future outlook (00:58:40) Why Trade Desk never made it into the portfolio (01:06:53) Whether Daniel's and Shawn's conviction in CoStar is broken (01:16:37) What Daniel and Shawn learned from the companies above Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠Submit Tool⁠⁠⁠. Pitch on ⁠Adobe.⁠ Pitch on ⁠Lululemon⁠. Pitch on ⁠Paypal⁠. Pitch on ⁠Trade Desk⁠. Pitch on ⁠CoStar Group⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: Plaud Plus500 Netsuite Scribe References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn't satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: Cisco earnings. Strong hardware, weak software Cerebras, making sense of its confusing earnings Can innovations like Cerebras threaten the AI incumbants? Hidden Gems earnings lightning round Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Skowron of Festival Properties joins us to share top insights from his real estate journey which began back in 2010! Mark explains how he got started in real estate and pitfalls to avoid when building a wholesaling business! He shares how he got scrappy to find deals and eventually vetted and leveraged virtual assistants to scale. Mark dives into out of state investing including buying businesses in remote markets. He closes with lessons learned on out of state investing and some crazy wholesaling stories! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Properties for Sale on the North Side?  We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Guest: Mark Skowron, Festival Properties Link: Mark's LinkedIn Link: The Untethered Soul (Book Recommendation) Link: Investor Fuse Guest Questions:  02:18 Housing Provider Tip - Understand when it's actually necessary to refinish hardwood floors! 03:38 Intro to our guest, Mark Skowron! 18:27 Vetting and leveraging VAs! 23:05 Scaling a wholesaling business. 31:23 Wild wholesaling stories! 38:33 How to scale virtually in a remote market. 43:55 Mistakes made on deals in other markets. 54:51 What is your competitive advantage? 54:59 One piece of advice for new investors. 55:08 What do you do for fun? 55:22 Good book, podcast, or self development activity that you would recommend?  55:58 Local Network Recommendation?  56:44 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2026.

Investing in private markets has become one of the most sought-after opportunities for sophisticated investors. But while venture capital has created extraordinary wealth for some investors, success isn't simply about finding the next great startup. That's why I'm excited to have Yotis Tonnelier on the podcast. Yotis is the co-founder and managing partner of YXS Capital, a venture capital firm focused on later-stage technology companies where he has delivered a 14.6x gross TVPI with zero losses across 14+ companies, and backed five unicorns including Mercury, Canva, and Wise.After exiting multiple businesses of his own, Yotis has developed a unique investment approach that combines the discipline of private equity with the growth potential of venture capital by helping identify high-quality companies long before they become household names.In this conversation, we discuss the growing role of secondary markets, the sectors Yotis believes offer the greatest long-term opportunities, and the principles that have shaped his investment philosophy throughout his career.In this episode, you'll learn: ✅ Why Yotis believes investing after product-market fit can dramatically improve your odds of success while still capturing venture-level returns.✅ How relationships, reputation, and trust helped him create access to some of the world's most sought-after private investments✅ Why aligning incentives between fund managers and investors may be one of the biggest competitive advantages in venture capital today.Show Notes: LifestyleInvestor.com/303Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this special segment of The Full Ratchet, the following Investors are featured: Larry Cheng of Volition Capital Ben Black of Akkadian Ventures and Powerlaw Corp Mark Peter Davis of Interplay We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Get your ticket for The Gathering! Use code FIRST50 for 50% off - https://stan.store/AlignedAgent/p/the-gathering--tz4xi2mgInterested in generating more deals from referral relationships? Learn more here - https://proinsight.info/faithfulHave questions or need help?

Markets remain near record highs, but after a powerful run since April, the S&P 500 is trading more than two standard deviations above trend and has stalled in a tight range. At the same time, retail investors are aggressively buying dips and returning to many of the stocks and sectors that previously burned them. That enthusiasm can keep markets elevated, but stretched conditions warrant caution. As midterm elections approach, investors should avoid chasing the rally, rebalance where necessary, and focus on managing portfolio risk. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/1sKwI4gscZo --- Articles mentioned in this report: "Wall Street To Support Data Center Growth" https://realinvestmentadvice.com/resources/blog/wall-street-to-support-data-center-growth/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #PortfolioManagement

July CPI data was tame, but PPI this morning provides a look at wholesale prices. Results could affect yields after Fed rate hike odds fell Wednesday. Retail sales are due Friday. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0826) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market can make you feel like you need to be doing something all the time… but what if the biggest trading advantage is knowing when to sit on your hands? This conversation gets into overtrading, FOMO, revenge trading, and why some of the biggest trading mistakes happen when you simply can't leave your strategy alone.There's a part in here that really hits. Overtrading isn't just about taking too many trades. It's about breaking your own playbook because you're bored, emotional, trying to be right, or afraid of missing the next big move. That's why there's so much talk about having a predefined trading plan, controlling position size, accepting small losses, and learning to judge yourself by your process instead of your P&L. Because three losing trades don't automatically mean your strategy is broken… and one big winner doesn't mean you're a genius.And the market analysis in this one gets really interesting too. Plan ETF is sitting in a position where there's literally nothing to do, so the best move is to leave it alone. Meanwhile, paper trading through the Sector Intelligence Map is being used to test whether stronger sectors and industries can create more opportunities for Plan M. The biggest discovery? A new way of looking at sector rotation that shows money moving from one sector to the next… potentially helping traders stay in Stage 2 for much longer.Then there's the brand-new “waterfall” view of sector rotation. Materials, energy, healthcare, discretionary, technology… the data starts showing how leadership shifts over time and where money has been moving. It's a fascinating look at how traders can use monthly sector rankings to follow what's actually working instead of trying to predict what's going to work next.✅ Overtrading, FOMO, revenge trading, and trading psychology✅ Building a trading playbook and sticking to your rules✅ Plan ETF, exit signals, and why sometimes doing nothing is the right move✅ Sector Intelligence Map, paper trading, and Plan M experiments✅ Sector rotation, the new “waterfall,” and following where money is movingIf you've ever felt like you need to make a trade just because the market is open… this one is probably gonna hit home. Sometimes the best trade is the one you don't make.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

The AI buildout has one big beneficiary today and that's neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they're seing incredible demand for the assets they're building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava's results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:- Coreweave's Results- Neocloud Financing- Cava's Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy's Impact PricesCompanies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab's earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation & Joby Aviation try to one up each other. Have a question? Email us; podcasts@fool.com Tyler Crowe, Travis Hoium, and Matt Frankel discuss: - RocketLab's earnings and the Neutron schedule- Investing opportunities in the space economy- On Holdings earnings- The give and take of DTC sales for retailers- eVTOL acquisitions Companies discussed: RKLB, ONON, NKE, UA, ACHR, JOBY, BA Host: Tyler CroweGuests: Travis Hoium, Matt FrankelEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Manica Blain of Top Knot Ventures shares her perspective on TSG's major stake in Saltair, and what that may mean for the future of beauty. She breaks down the critical difference between "creator" and influencer brands, and the real reasons big beauty conglomerates aren't in a rush to add these brands to their portfolios. She also shares her predictions on which brands are poised for the next big deal. More from Fat Mascara Instagram: @fatmascara @jessicamatlin Shop the products mentioned on Fat Mascara: https://shopmy.us/shop/fatmascara Private Facebook Group: Fat Mascara Raising a Wand Submit a Raise a Wand product recommendation, guest suggestion, or just say hello: info@fatmascara.com Production for this Podcast Provided by Redd Rock Music IG: @reddrockmusic www.reddrockmusic.com Hosted on Acast. See acast.com/privacy for more information.

What are the steps to simplify your portfolio, given that it is likely spread across multiple accounts? We focus particularly on retirees, who have to weigh additional considerations like withdrawals, Roth conversions, and required minimum distributions.We also explore which areas of the stock and bond markets are attractive right now as you seek to simplify and/or rebalance your portfolio.SponsorsTry NetSuite for FreeDelete Me – Use code David20 to get 20% offShow Notes and Related ContentA Complete Guide to Investing in I Bonds and TIPS (2026)550: Asset Location: Where You Invest, Where You Live, What You Can AccessFree Investment Strategy ReportInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this clip from Expert Insight, Dan spoke to QPR journalist David McIntyre to get the lowdown on the prospective Liverpool investor Amit Bhatia who is reportedly fronting the consortium to take 30% of the club. Hosted on Acast. See acast.com/privacy for more information.

Have you ever wondered the secrets of how to determine the market's next move? Today we have the answers. We cover the latest market breakout, with the S&P 500 moving above a long trading range while the Nasdaq remained more neutral and the Russell 2000 showed signs of a potential bull trap. Investors can use support and resistance, trading volume, and confirmation to interpret breakouts while remaining cautious during the low-volume summer months. We also talk increased institutional buying, the limitations of relying on money-flow and positioning data, and how seasonal trading patterns can create unusual market moves. We shift to gold, silver, and Bitcoin, examining recent price action, central bank buying, speculative money flows, and why technical trends may be more useful than trying to identify a single reason behind market movements. Today we discuss... The S&P 500 broke out of its recent trading range, signaling a potentially bullish shift in the market. The Nasdaq remains range-bound while the Russell 2000 showed signs of a possible bull trap. How investors can use support, resistance, volume, and confirmation to evaluate market breakouts. Why summer trading can produce unusual market moves because institutional trading volume tends to be lower. The limitations of relying too heavily on institutional positioning and other market indicators. Gold's recent breakout and longer-term bull market were discussed alongside concerns about whether its rapid gains need time to consolidate. Silver noted with caution because of ongoing short positioning and potential price suppression. The bearish outlook for Bitcoin and suggested it could fall toward $37,500 before becoming more attractive. How speculative money rotates between Bitcoin, precious metals, energy, technology, semiconductors, and other sectors. July's positive market performance and conflicting valuation signals created uncertainty about the strength and sustainability of the current bull market. The extraordinary scale of the AI investment boom compared with previous historical investment manias.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/the-markets-next-move-841 

Check your investment's vital signs. David Keller joins Investor's Business Daily's “Investing with IBD” podcast this week to discuss the broadening market and sector rotations. He also talks about the value-oriented sectors with emerging potential. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Your future deserves more than guesswork. Use our calculator to see the potential value of professional planning. -----  Smart investors can build low-cost, diversified portfolios—and still make costly mistakes. Vanguard senior portfolio strategist Liz Muirhead joins me to examine where investors get tripped up and why the most valuable parts of investment management are often the hardest to see. Listen now and learn: ► What investors commonly overlook when comparing individual bonds and bond funds ► Why indexing, factor investing, and stock picking test discipline in different ways ► How taxes, rebalancing, and market volatility create hidden decision points ► Where a financial advisor can add value beyond choosing investments   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.  

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with Tarl Yarber to unpack why an investor who openly says he hates real estate has still built a multi-million-dollar empire through it.They dig into the realities of creating and running large-scale events (including the nearly $2 million Limitless Expo), the real reasons Tarl keeps putting himself through the chaos of hosting, how to network effectively (and what not to do) at high-level conferences, and the systems and mindset that allowed him to scale past 700 properties while minimizing his own time in the day-to-day grind.About the Guest:Tarl Yarber is a real estate investor, private lender, and co-creator of the Limitless Expo. Despite completing nearly 700 value-add properties, he openly admits he has never liked the work of real estate—he simply built systems, processes, and teams so he doesn't have to do it himself. A straight-talking operator focused on financial freedom and education, Tarl also helps raise millions for veteran charities through his events.TIMESTAMPS0:40 - Welcome to the Mailbox Money Show1:20 - How Events Transformed Nate's Career & Network2:36 - Origin Story of Limitless Expo3:43 - Why Host a Nearly $2M Event Despite the Pain5:21 - Creating Events You Actually Want to Attend7:22 - Best Way to Leverage High-Level Events9:05 - What NOT to Do When Approaching High-Value People13:56 - Why Limitless Exists: Education Over Selling16:14 - Raising Millions for Charity Through Limitless17:39 - “I Hate Real Estate” – Building an Empire Anyway18:46 - Building Systems So You Don't Have to Do the Work20:36 - Limits of True Passivity in Value-Add Real Estate22:42 - Private Lending & Investing in Operators24:32 - 1031 Strategies for More Passive Assets26:51 - Critical Tips for Successful Out-of-State Investing30:15 - Nate's Takeaway: Success Despite Hating the Work30:52 - Bronson's Takeaway: Systems, “Who Not How,” and Buying Back Time31:43 - Episode Wrap-Up & ClosingCONNECT WITH THE GUESTWebsite: https://www.tarlyarber.com/Instagram: @tarlyarberLinkedIn: https://www.linkedin.com/in/tarl-yarber-7584a847/#MailboxMoney#RealEstateInvesting#LimitlessExpo#PassiveIncome#EventNetworking

We all know the importance of having a good financial plan in place. But…are we all talking about the same thing? What *is* a financial plan, and how do we know if ours is good or not?  Looking for a financial planner?  → PlanWithJesse.com Jesse explores what financial planning actually is, why it extends far beyond investing, and how to know whether your financial plan is truly working. He begins by defining financial planning as a comprehensive process that aligns every aspect of your financial life—including cash flow, taxes, investments, insurance, retirement, and estate planning—around your unique goals and values. Jesse explains why clear goals, a structured planning process, and an integrated long-term strategy are the foundation of every effective financial plan, illustrating how changes in one area of life inevitably ripple through every other financial decision. Drawing on ideas from the CFP Board, Carl Richards, and George Kinder, he emphasizes that financial planning is not a one-time event but an ongoing, dynamic process that evolves as your goals, finances, and life circumstances change. He concludes by outlining 22 practical signs that a financial plan is succeeding, arguing that true success is measured not only by growing wealth but also by greater clarity, confidence, better decision-making, reduced financial anxiety, stronger family alignment, and the freedom to make important life decisions with purpose rather than emotion. Key Takeaways: • Financial planning is about helping you achieve life goals through coordinated financial decisions, not simply managing investments. • Good financial planning integrates investments, taxes, insurance, cash flow, retirement, and estate planning into one cohesive strategy. • Following a structured planning process leads to better decisions than jumping straight to recommendations. • Couples who share financial goals tend to make better long-term decisions together. • The best financial plans reduce the amount of time and energy you spend worrying about money. • The ultimate measure of financial planning success is greater confidence, clarity, and permission to live your life according to your values—not simply having a larger portfolio. Key Timestamps: (01:24) – What Is Financial Planning? (04:29) – Financial Goals (06:09) – Different Facets of a Good Financial Plan (07:34) – Follow a Process (10:19) – Creating a Strategy (15:11) – Bringing Everything Together (18:18) – Three Questions for Life Planning (22:58) – 22 Ways to Know the Plan Is Working Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: https://bestinterest.blog/e83/  More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner?  → PlanWithJesse.com  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

There's big money in sports right now and it's not just happening in leagues like the NFL or NBA. But how can those of us who will never own a professional team get in on this booming sector? This week, Front Office Sports Editor-in-Chief, Dan Roberts sits down with SoFi Chief Market Strategist Liz Thomas to discuss why he believes sports investing matters in today's market. He shares his perspective on the investment opportunities in the sports ecosystem from small and emerging leagues like golf and lacrosse, to side avenues like merchandise and trading cards. He also offers his take on non-traditional events, such as simulator leagues and new formats like Unrivaled's 3 on 3 women's basketball. Whether you're a die-hard sports fan or simply curious about where the industry is headed, this conversation offers a look at the forces driving the next chapter of the sports economy. This episode is for informational purposes only and should not be considered investment advice. Subscribe to The Important Part for smarter conversations about markets, investing and the forces shaping your financial future. For more, read Liz's column every Thursday at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

Matt Ostrower remembers losing sleep over a decision that carried consequences for employees, lenders, and shareholders.At Site Centers, Ostrower tells us, the management team was confronting two challenges. Investor fears about the internet's impact on retail real estate were depressing stock and bond valuations. Then Hurricane Maria struck Puerto Rico, leaving a portfolio of company assets out of commission for months.The immediate pressure was to reopen properties and navigate the crisis. But Ostrower says the team forced itself to “pull back” and consider how the company could emerge positioned for growth.Working with CEO David Lukes and capital markets leader Conor Fennerty, Ostrower says the team developed an answer that had not been executed repeatedly elsewhere: Separate the portfolio, create a liquid pool of assets for public-market investors, and establish a remaining company positioned for greater growth.Because the approach was untested, Ostrower says the team had no certainty about how investors would respond. “I had sleepless nights for months,” he tells us, describing the market's acceptance as an “existential question” for the company.According to Ostrower, investors ultimately embraced the decision, and the strategy received positive press. He says it allowed the company to realize value in one place while setting up another company for growth.For Ostrower, some of finance's strongest strategic moments emerge during crises, when leaders are tempted to pursue whatever is most expedient. His experience suggests another possibility: Use the pressure to step back, ask harder questions, and make the decision that addresses not only the immediate disruption but also the company that must exist afterward.

Ryan Carriere, a CPA specializing in real estate tax strategies, shares insights on common pitfalls, effective strategies like cost segregation and short-term rentals, and how high-income investors can optimize their tax planning. This episode is essential for real estate investors looking to maximize tax benefits and streamline their financial operations.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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Key Takeaways: Merchant Banking and Real Assets: Merchant banking has created wealth by understanding the cost of producing physical goods. Today, these ideas can also be applied to digital assets and new markets. Electricity Is Becoming More Important: As technology and AI grow, electricity is becoming a major economic resource. Understanding energy costs can help investors better understand modern markets. Technology Can Lower Costs: New technology often makes it cheaper to produce goods and services. Bitcoin works differently because its network is designed to make producing new Bitcoin increasingly difficult over time. Bitcoin Connects Money and Energy: Bitcoin mining uses real-world electricity and computing power. This gives Bitcoin a unique connection between digital money and physical energy. Buy at Low Costs, Sell Into Strong Demand: A long-standing investment strategy is to understand production costs and market demand. Investors can look for opportunities when assets are priced near their underlying costs and consider selling when demand and liquidity are high.   Chapters: Timestamp Summary 0:00 Mastering Merchant Banking and Electricity's New Age Playbook 1:57 Understanding Merchant Banking and Civilization's Financial Foundations 6:25 Understanding Liquidity Cycles and Market Timing Strategies 9:11 Bitcoin's Unique Value Anchored in Energy and Technology 14:30 Bitcoin's Design Balances Wealth Accumulation and Generational Challenges 16:47 Understanding Bitcoin's Production Costs and Market Dynamics 23:04 Parenting Challenges During COVID-Induced Anxiety 23:37 Mastering Bitcoin Cycles for Long-Term Wealth Accumulation   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market can make you feel like you need to trade every single day… but sometimes the biggest improvement to a strategy is knowing when NOT to take the trade. And that's exactly what this conversation gets into. A tiny change to Plan ETF, some surprising backtesting results, and why paying attention to the direction of the Fear & Greed Heat Map could completely change the quality of your entries.There's a part in here that really stands out. The goal isn't to create a strategy with a 100% win rate… that's not how trading works. It's about improving expectancy. The discussion walks through actual Plan ETF trades where the heat map was falling, even while price looked tempting, and shows how ignoring that extra piece of information created trades that could have been avoided. One small adjustment ended up producing a massive improvement in the backtested results.And Plan M gets interesting too. Instead of immediately putting more real money at risk, the strategy is being paper traded to test theories and gather data. There's a deep dive into why TQQQ shares are being used instead of options, how adding options creates "leverage on leverage," and why removing theta decay and other variables makes it easier to determine whether the actual trading strategy has a positive expectancy.Then there's the Sector Intelligence Map. With Plan M needing more opportunities, the conversation explores how emerging sectors can reveal where money is starting to rotate. Information technology, industrials, materials, and other sectors become potential areas to investigate instead of simply waiting around for the perfect setup to appear. The bigger lesson? You don't need to predict the future… you need to recognize what's happening right now and build your process around the data that's actually available.✅ Plan ETF optimization and improving trading expectancy✅ Fear & Greed Heat Map and filtering better trade entries✅ Plan M paper trading and testing new trading theories✅ TQQQ shares vs. options and the dangers of leverage on leverage✅ Sector Intelligence Map, sector rotation, and finding new opportunitiesIf you've ever wondered how a trading strategy actually gets better over time… this episode gives you a look behind the scenes. Not by adding endless indicators or chasing the next hot stock, but by studying the data, testing ideas, and making small changes that can have a huge impact.Video Link: https://www.youtube.com/watch?v=u1sabe0nlyoSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcIf you've ever looked at standard deviation in options trading and thought, “Okay… but how does this actually help me make better trades?” then this episode is for you.In this Options Deep Dive Wednesday session, we break down the concept of standard deviation, implied volatility, probability ranges, delta, gamma, and how traders use these metrics when building options strategies. But we don't stop there. We also challenge some of the assumptions behind efficient market theory and discuss why real-world market behavior often looks very different from what the textbooks suggest.One of the biggest takeaways? A high win rate does not automatically mean higher profits. Sometimes the trades that look safest on paper can create the biggest headaches when markets start trending hard.✅ How standard deviation works in options trading✅ The relationship between implied volatility and probability✅ Why delta neutral trades can create hidden risks✅ Deep in-the-money options vs premium selling✅ Understanding gamma acceleration and expiration riskWhether you're new to options or already trading regularly, this discussion will help you think differently about risk, probabilities, and position management.If you're serious about becoming a smarter trader and avoiding costly mistakes, this is a conversation you don't want to miss. Learn, question assumptions, and keep sharpening your edge with OVTLYR.

Market update for Wednesday August 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:July inflation cools to 3.4%CoreWeave's revenue surges and backlog grows to $130 billion Cava's strong traffic growth as customers keep spending on pita chipsLumentum surges on booming AI data-center demand, while On Holding recovers from historic selloffFun Fact: AI computing power is becoming a tradable asset class

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel's latest equity sale. Jon Quast, Matt Frankel, and Tyler Crowe discuss: -Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government's investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL) Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll look at an important shift in what the market wants to see from companies going forward. It's Tuesday, August 11th at 11:30 am in New York. So, let's get after it.This week I am going back to our broadening thesis – but with a slightly different twist. Earlier in the year, broadening was about beta. It was about the market moving beyond a narrow set of mega-cap winners and rewarding economically sensitive areas as the rolling recovery took hold. In the last few episodes I've talked about how that phase is now over. And we're moving from an early-cycle broadening into a mid-cycle quality rotation. In short, the market is no longer demanding just growth – but growth with durable earnings, strong margins, and free cash flow. To be clear, the broadening in earnings is still very much alive. Russell 3000 median stock earnings growth is running at 15 percent, the strongest since 2021; while median sales growth is at 8 percent, the best since 2023. At the same time, 87 percent of S&P 500 companies are beating earnings expectations this quarter, and earnings revisions breadth has rebounded to 23 percent, with 76 percent of industry groups showing positive revisions breadth. However, headline earnings are no longer enough for stock outperformance. The market is saying, ‘Show me the money'— and that's exactly what should happen in a mid-cycle transition. When companies raise both earnings and free cash flow estimates, they are rewarded. When they only raise earnings and not free cash flow, the market is much less forgiving. Investors are no longer paying indiscriminately for growth. They want cash conversion. This is also why I think AI adoption remains such an important theme. The market is increasingly rewarding companies that can demonstrate real efficiency gains from AI, not just talk about the open-ended opportunity in abstract terms. That is a very different phase for the AI cycle. The first phase was about building the infrastructure. The next phase is about who uses it well. Companies that can translate AI adoption into better margins, better productivity, and better free cash flow should continue to be rewarded. In other words, AI is becoming less about the promise and more about the evidence.That framework tells us where to be positioned. I continue to favor quality and AI adopters. Within Financials, I prefer large-cap Financial Services, particularly Insurance and Capital Markets exposed businesses, where earnings revisions are inflecting and our regime analysis remains supportive. Within cyclicals, I like Discretionary Goods, where the wallet-share shift from services to goods, improved pricing, and better earnings revisions all point to catch-up potential. In Tech, I continue to prefer hyperscalers over semis. Semis can still participate tactically, especially after recent momentum unwinds, but the hyperscalers offer a better multi-month risk-reward. They have resilient core businesses, attractive relative valuation, and underappreciated optionality around AI-related ROI and adoption. Just as important, they are not only enablers of AI, but they are early adopters. They have the flexibility to spend less if the market becomes more demanding about capex discipline. In terms of remaining market risks for this year, I'm still watching interest rates and oil very closely. A gradual rise in nominal yields alongside strong economic and earnings data is not necessarily bearish. In fact, historically, that has been one of the better environments for equities because it brings back my ‘run it hot' theme. Stronger nominal growth supports revenues and earnings. The problem is not the level of rates. It is the pace of change. If back-end yields rise too quickly, the cost of capital becomes a headwind for stock valuations.Bottom line, the broadening is still happening, but the market is raising the bar. Early-cycle beta is giving way to mid-cycle quality. Earnings are broadening, but free cash flow is also necessary to be fully rewarded. AI is still an important market driver, but the market wants measurable benefits and the leadership is becoming more selective within sectors rather than across them. This shift may make the market feel less euphoric in the short term, but also healthier and more sustainable in my view. This is not a market that is simply chasing momentum any more. It is starting to separate the companies that can simply talk about growth from the companies that can convert it into durable free cash flow and longer-term value.Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Investor Steve Eisman of “Big Short” fame delivers an AI bubble warning, coming on the heels of Nvidia's $500 billion financing deal with top firms on Wall Street. The traders make sense of the mega-deals playing out in tech now. Then, economist Joe Lavorgna lays out his expectations for tomorrow's CPI report—and why the former counselor to Treasury Secretary Bessent thinks the Fed should hike interest rates now. Plus, all the headlines from CoreWeave earnings, On Holding's worst day on record and the Options Action ahead of Cisco results. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Trading firms sign up for a real-time feed of Truth Social posts. And New York's pied-à-terre tax hits a legal hurdle. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Smylie and Charlie dive deep into LIV Golf's uncertain future, breaking down the reported $250 million investment from BC Partners, the shift to a player-equity model, and what a 10-event "LIV 2.0" schedule would actually look like. They also unpack the confirmed cancellation of the Team Championship in Michigan, leaving Indianapolis as the tour's lone remaining event of 2026.Plus: Bryson DeChambeau's headline-grabbing New York Post quotes, why he might be the one player who keeps LIV alive no matter what, the brutal math facing Jon Rahm if he wants back on the PGA Tour, LIV's business missteps (from its team-branding strategy to its mounting legal bills), and a fun hypothetical — could a Bryson-led YouTube golf tour actually work?Don't forget to like, comment, subscribe, and follow us on socials @thesmylieshow!Chapters0:00 Intro & why we're breaking down LIV's future1:52 LIV 2.0 restructuring — bankruptcy, equity, and the "$250M mini tour"5:12 Who's funding this? BC Partners and the players-investors standoff8:30 Which players get a fast track back — Rahm and Niemann9:24 Bryson's New York Post quotes, dissected10:26 Bryson's YouTube empire and why he's all-in on LIV14:56 The failed $500M ask from PIF16:14 Bryson's major exemptions status through 202917:41 Bryson is the engine keeping LIV alive19:50 The Q-School pathway back to the PGA Tour22:24 LIV 2.0's reality check: purses shrink from $40M to $15M24:37 Who pays the penalty? Koepka's buyback and Rahm's price tag27:37 Jon Rahm's business decision29:09 LIV's mistakes: legal fees and a fumbled team-branding strategy33:25 The road not taken — a joint venture instead of a rival tour36:34 Could LIV become a YouTube-native golf brand?38:21 Selling YouTube golf to sponsors — the measurement problem40:36 Hypothetical: a Bryson-led touring roadshow42:28 LIV's other lawsuits: Premier Golf League and Mobii Systems47:17 Prediction: Rahm's decision and a September deadline#golf #LIV #pgatour #jonrahm #brysondechambeau #smylieshow #smyliekaufman

Investors weighed signs of progress toward reopening the Strait of Hormuz, Nvidia shares kept the S and P 500 afloat, The Next Event is THIS Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Diversification is a key part of wise investing, and for many portfolios, that means looking beyond U.S. markets. But Christian investors may wonder whether they can pursue international opportunities while still aligning their investments with biblical convictions. Benjamin Bailey, Vice President of Investments at Praxis Investment Management, says the answer is yes. Faith-based investing can extend across a portfolio—including its international holdings. What Is Faith-Based Investing? Faith-based investing begins with the belief that financial decisions can be informed by faith. Rather than viewing investment returns as the only consideration, this approach seeks to balance two priorities: putting financial resources to productive use while also considering the impact investments may have on individuals, communities, and God's creation. For Christian investors, that means asking not only, “How might this investment perform?” but also, “What am I supporting with the resources God has entrusted to me?” Interest in this approach continues to grow. Bailey points to estimates suggesting that Christian households collectively hold trillions of dollars in investments, creating significant opportunity for believers who want their portfolios to reflect their convictions. Why Invest Internationally? International investments can play an important role in a well-diversified portfolio. Different countries and regions do not always experience the same economic conditions or market cycles at the same time. Investing across global markets can therefore give investors exposure to companies, industries, and opportunities they might not encounter through U.S. investments alone. That principle applies to faith-based investors as well. If an investor wants biblical values reflected throughout a portfolio, those considerations should not necessarily stop with domestic holdings. Until recently, however, Christian investors have had fewer faith-based choices in the international marketplace. “People want choices, and people want options,” Bailey says. The Challenges of Faith-Based Investing Overseas Applying faith-based investment criteria internationally can be more complicated than doing so in the United States. Investors need reliable information about companies around the world, including their business activities and practices. Cultural differences, regulatory environments, and varying levels of corporate disclosure can make that research more difficult. That is why investment managers often rely on global research organizations with experience evaluating companies across countries and industries. There is another challenge as well: certain markets may contain a higher concentration of companies involved in business activities that conflict with an investor's faith-based guidelines. Depending on the screening approach being used, that can limit the available investment universe. These challenges make careful research and a clearly defined investment process especially important. Expanding Faith-Based Choices With PRXI Praxis recently expanded its international offerings with the launch of PRXI, a faith-based international exchange-traded fund. The new ETF is designed to address an area where investors have historically had relatively few faith-based options. Praxis has been investing internationally for years through its international mutual fund. PRXI brings that experience into an ETF structure while using what Praxis describes as an optimized index approach. Rather than attempting to dramatically outperform a market benchmark through active stock selection, the strategy seeks performance that is generally similar to its benchmark while incorporating Praxis' faith-based investment criteria. For investors who want international diversification without moving away from their convictions, that approach provides another potential tool for building a portfolio aligned with their values. Faithful Stewardship Across the Portfolio Faith-based investing does not have to stop at the water's edge. International diversification may be appropriate for many investors, and the growing number of faith-based investment options means Christians increasingly have opportunities to pursue diversification while remaining attentive to what their investments support. As with any investment decision, the goal is not simply to choose a product because it carries a faith-based label. Investors should understand the strategy, risks, expenses, diversification benefits, and underlying holdings and consider how each investment fits within their overall financial plan. Ultimately, investing is another area of stewardship. The resources God provides can be managed with wisdom, intentionality, and a desire to honor Him—not only in how much we earn, but also in how and where we invest. Praxis Investment Management has offered faith-based investment solutions since 1994, incorporating approaches that extend beyond investment screening to include shareholder engagement and other forms of impact. To learn more, visit PraxisInvests.com. On Today's Program, Rob Answers Listener Questions: I have a seven-year-old granddaughter and want to start saving for her college education. What's the best way to invest for that, and can I use my RMD to help fund it? My husband and I are 64, retired, debt-free, and have substantial savings, including about $700,000 in TSP. We've never worked with a financial planner and are considering a Certified Kingdom Advisor, though none are local. How should we think about managing these assets from here, and where might Roth IRAs fit into the plan? We rarely use credit and haven't needed much of it in decades. Is there any downside to freezing our credit reports? We have an investment account whose earnings we give to ministry, and over about five years we've given away roughly what we originally invested. Should we keep the principal invested and continue giving the proceeds, or liquidate it and give the full amount now? We also planned to leave it to our children with instructions to give it to ministries after we die—does that make sense? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) Praxis Investment Management | PRXI SavingForCollege.com  Charity Navigator | ECFA (Evangelical Council for Financial Accountability) National Christian Foundation (NCF) Experian | TransUnion | Equifax FaithFi Field Guide: How Much Money is Enough?  Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor® (CKA) FaithFi App Remember, you can call in to ask your questions every weekday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors were surprised when they learned that the US was selling euros to prop up the yen. But was this support for an ally? Or worries about interest rates at home? Today on the show, Katie Martin and Alphaville reporter Toby Nangle unpack this unusual move. Also, they go long rain and long cheese futures. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Diversification is a key part of wise investing, and for many portfolios, that includes looking beyond U.S. markets. But how do you pursue international exposure while staying aligned with biblical convictions? On the next Faith & Finance Live, Rob West and Benjamin Bailey discuss faith-based investing, global diversification, and a new international ETF designed with Christian investors in mind. Then, it’s on to calls. That’s Faith and Finance Live . . . biblical wisdom for your financial decisions. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

What happens when you combine digital marketing with real estate investing? Bryan Driscoll started in digital marketing, working in areas like SEO, e-commerce, and health insurance. After buying his first property from a wholesaler, he realized he could potentially generate those real estate leads himself—and that experiment eventually grew into a marketing business focused on real estate investors. In this episode of the Jake & Gino Podcast, Bryan breaks down how real estate investors can use marketing to find better leads, build their brand, raise capital, and ultimately acquire more real estate. Bryan also explains why one of the biggest problems investors face isn't a lack of tools—it's not taking action. And his approach to real estate is simple: use the income you generate today to build assets that can create wealth for your future. If you're a real estate investor looking to generate more leads, find better deals, build your personal brand, or use AI to improve your marketing, this episode is for you. ⏱️ Timestamps 00:00 Intro & Meet Bryan Driscoll 01:07 Bryan's Real Estate Investing Strategy 01:43 From Digital Marketing to Real Estate Lead Generation 02:49 Why Real Estate Investors Struggle With Marketing 03:48 Who Should Handle Your Leads? 05:04 Outbound vs. Inbound Marketing 05:32 Facebook Ads & Lead Quality 06:56 Facebook Native Leads Explained 08:07 Who Should You Target? Finding Your Ideal Avatar 09:38 Why Website Leads Can Be Higher Quality 10:29 What Should a Real Estate Lead Cost? 11:45 Google Ads vs. Facebook Ads 13:02 How to Get Started With Google PPC 14:39 How to Choose the Right Marketing Agency 16:46 What to Look for in a Marketing Company 18:18 The KPIs Every Investor Should Track 19:15 How Much Should a Real Estate Deal Cost? 20:26 Bryan's First Marketing-Generated Leads 21:58 What's Working in Real Estate Marketing Right Now? 23:39 How Often Should You Adjust Your Facebook Ads? 25:35 Don't Fix What Isn't Broken 27:11 When Should You Hire a Marketing Agency? 27:47 Marketing vs. Real Estate: Which Does Bryan Prefer? 28:03 Using Real Estate to Build Long-Term Wealth 29:23 Why Real Estate Investors Need to Build Their Personal Brand 29:36 Sponsor Break 29:52 How Marketing Helped Build Bryan's Real Estate Portfolio 30:18 How Bryan Built 14 Properties Using the BRRRR Strategy 31:27 Bryan's Long-Term Wealth Strategy 33:30 Marketing for Multifamily Real Estate 35:30 Building Relationships With Property Managers 37:18 Phone, Text & Direct Outreach for Multifamily 39:38 Building an Investor List With Facebook & Google 40:13 How to Turn Social Media Followers Into an Email List 42:07 The Biggest Mistake Real Estate Investors Make 43:24 Building Websites With AI 44:40 The CRM Bryan Recommends 45:25 How to Start Your Marketing Strategy 46:59 Using AI to Find Your Ideal Customer 47:32 AI Tools for Creating Marketing Ads 48:05 The Future of Real Estate Marketing 48:56 Why Your Marketing Message Matters 49:21 Where to Find Bryan Driscoll

Is the new proposals for earnings reports every 6 months versus 3 months a good thing or bad thing for investors? Allie and Logan give their thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keith explains why achieving scale rather than simply earning more is the key to long-term financial freedom and how income property uniquely delivers multiple forms of leverage.  He breaks down 25 years of inflation data to reveal which everyday costs have most outpaced wages and what that means for the real purchasing power of the dollar.  Keith also explains why markets like Memphis—combining strong cash flow fundamentals with a massive new AI infrastructure build-out—are positioned as compelling targets for long-term real estate investors. Episode Page: GetRichEducation.com/618 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  FAMILY to 66866  Join Mid South Home Buyers' one-time, free live webinar featuring Keith Weinhold on September 30 at GetRichEducation.com/MidSouth to learn how Memphis' economic expansion could create new real estate investment opportunities, and have your questions answered in real time. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com  Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold  0:01   Welcome to GRE. I'm your host Keith Weinhold. When I talk to a 25-year-old, it's an epiphany. When I tell them that they need this one thing that they're lacking, then some fascinating takeaways about the 93% inflation we've experienced in the past 25 years, and what you can do about it today on Get Rich Education. What if I told you that one of America's strongest cash flow real estate markets is also becoming the new brains and brawn behind AI? That city is Memphis, believe it or not. In September 30th, we're going to show you why the smart money is paying attention now, along with an investing opportunity you won't want to miss. Join me, Terry Kerr and Matthew Van Horn of Mid South Homebuyers, the largest turnkey company in Memphis with more than 6000 homes under management, for a free live webinar the likes of which I've never done before. We're going to look at what billions in new investment could mean for jobs, housing demand, neighborhood appreciation, and your portfolio. Everyone who attends live will also get exclusive access to the best deal terms Mid South has ever offered. Reserve your free seat at getricheducation.com/midsouth again, that's September 30th. Don't say we didn't tell you. Save your spot at getricheducation.com/midsouth.   Speaker 1  1:33   You're listening to the show that has created more financial freedom than nearly any show in the world. This is Get Rich Education.   Keith Weinhold  1:49   Welcome to GRE from Livonia, Michigan, to Laconia, New Hampshire, and across 188 nations worldwide. You are listening to Get Rich Education. I'm your host, Keith Weinhold, heading up this slackjaw operation for another wealth-building week. But at least I'm just a slackjaw. If this slackjaw gets lockjaw, it would probably end the show. Now I've got to tell you, when I meet a 25-year-old, I soon tend to learn about their job because it takes a lot of their time, even if I don't ask them about it, and I find out that a 25-year-old is usually an employee of some sort. They're working for somebody else, depending on our conversational flow. I ask that person this question: Have you considered adding scale to your life? And they usually don't know what I mean. I ask that question because, sadly, today it's less common to live an economically vibrant life if you have a quote normal job like a teacher, engineer, retail manager, app developer, or other normal jobs like a firefighter, truck driver, physical therapist, or social media manager, that is not going to lead to an economically vibrant life with options and freedom. I mean, you used to be able to raise a family of four in New York City. That opportunity is just gone for anyone under a certain age. Well, what about say doctors, corporate executives, and attorneys, including some people that might be older than 25. I mean, professions like this can still pay exceptionally well. But even white-collar careers now have AI breathing down their necks. AI is drafting briefs, reading scans, and virtually attending meetings without pretending to enjoy them. Okay, well, what about the outcome for a 25-year-old that's gone along with the somewhat more nascent trend of rising AI sheltered trades like plumbing, electrical, HVAC, welding, carpentry, equipment repair, and these other types of jobs where ChatGPT can't crawl beneath your sink. Look, here's the thing: it doesn't matter whether you wear scrubs, a suit, or a tool belt. Employment has one stubborn limitation: even if you grind hard, even if your body holds up, even if promotions help you climb to the top of the corporate ladder, when you stop working, the income stops. That's the big problem, and yet people keep designing their life this way, employees lack scale. Now, what is scale? Scale is your ability to increase your wealth or income without increasing your personal time and effort at the same rate. Now, employees can find just a little scale. 401k contributions can compound for decades, sometimes with an employer match. Some employees receive stock compensation or bonuses, but employees generally sell one unit at a time. That unit is an hour. They're selling their hours for dollars, and here scale is limited, if not impossible. Real estate investors can stack several forms of scale simultaneously, and remarkably, doing it takes zero certification, zero qualification, no license, and no permission slip from the dean.   Keith Weinhold  6:05   The first way real estate investors have scale is through something that you already know so well: real estate pays five ways, leverage appreciation, 10 funded income, loan amortization, tax benefits on the entire asset, and inflation profiting on the bank's loan. Secondly, as a real estate investor, you have scale through operational leverage. Property managers, leasing agents, contractors, lenders, insurers, and software all allow just one investor, you, to control multiple properties. You don't personally collect every rent payment or replace every water heater. I mean, sheesh, that could be a plumbing career with less sleep. And this is all tenant funded. Thirdly, real estate investors have geographic leverage. An individual investor living in Los Angeles can own property in Atlanta, Tulsa, Cleveland, and Belize. Physical location does not limit where your capital works. Your body can only work in one city. Your capital can work the night shift in five. The fourth way real estate investors have scale is with replication. Once you learn how to buy and own one suitable rental, the process can be repeated. You buy, stabilize, finance, rent, and repeat. See, the first property is the hardest, and then your second property does not require learning an entirely new profession. It can be replicated. To review what you've learned so far, those are four dimensions where real estate investors achieve scale through real estate pays five ways: operational leverage, geographic leverage, and replication. Here's the important distinction: employees often mistake earning more with achieving scale.   Keith Weinhold  8:16   A surgeon making $900,000 a year earns a nice income, but see that surgeon has limited scale if the income stops when the surgeon stops working. But an investor earning just $150,000 from a portfolio possesses more scale because dozens of tenants, properties, loans, and operating systems continue functioning without your one-for-one labor. That's the distinction. That's why the $150K investor might or might not be living a better life than the 900K surgeon now, but they are set up to live a better life than the surgeon in the future. Now, your employer, the person who hires you, has scale with their many employees. But if you're an employee, you probably don't have scale. You cannot save your way to scale either. That's just stored labor. Savings become scalable only when you convert them into productive assets. Income is how much money comes in. Scale is how little your personal time needs to increase for more money to come in. You can work 20% more hours, but you cannot sustainably work 10 times more hours. Capital can be deployed across 10 assets without requiring 10 times more personal effort. And you know, once I realized this, at a certain point in my life, I was motivated to obtain loans for rental. This helped me scale and own more, replacing my active income with mostly passive income sooner. All right, so what should you do when you have this epiphany? It doesn't mean you should flip over the stupid copier machine as you storm out of work today and announce that you are now a real estate magnet. Not right away, at least employment that can be your launchpad, just like it was for me when I was a humble construction materials inspector for the state DOT. A job does provide you with some benefits like short-term advantages, seed capital, mortgage qualification.   Keith Weinhold  10:45   I'm talking about health insurance and some steady cash flow, and even some skills. But the mistake, whether you are aged 25 or 55, is allowing employment to remain the only economic engine for your entire life. Your job can fund your future, but having just one single linear income source that should not be your entire future. But you know, some people just stay on lazy cruise control at a slow speed and let their life unfurl that way. Others, you know, they merely haven't been exposed to thinking this way, and fortunately, now you have been. Really, the bottom line here is that labor won't scale; capital does scale; it compounds, and few, if any, investments offer more dimensions of scale than real estate. And you also get all kinds of other ancillary benefits by gradually tilting away from active income and toward passive income. Because increasingly, when it comes to taxes, you're going to pay lower capital gains tax rates instead of the higher ordinary income rates. The sooner you optimize this and get into as many properties as you can, you're also going to gain the ability to borrow against your assets tax-free, and so much more. Scale or fail-that's the lesson here, and most people fear change. It's why they stay stuck in relationships longer than they should, and why they stay stuck in jobs longer than they should. They keep settling for a B plus life. Don't settle for a B plus life. This is something that NYU professor Susie Welsh talks about: If you have a D life, oh, everything is lousy. You don't live where you want to live. You don't have reliable transportation. You don't have friends, and you're so very motivated to change that. If you have an A plus life, you've got it all. You get to do what you want to do, who you want to do it with, and you're tremendously incentivized to keep that. But having a B plus life like so many do, and being stuck in it, that is the most dangerous place to be. You could tread water for years and stay stuck in a life that you know you're not fully satisfied with, but it isn't so terrible that you feel compelled to change it. So the people that grow wealth know it means that sometimes you have to give up the good to have the great, and the K-shaped economic divergence that we've had in the past five years. This is really bringing things to a head, so get scale.   Keith Weinhold  13:43   Scale is the difference between grasping the financial abundance that's available to move you toward that A plus life, or staying on the treadmill, stuck and struggling. Two different people living a B plus life, you know, they have the same starting point, and making a plan is your difference maker. We help you with that here. If you're ready to add real estate scale to your financial life, drop a quick email to GRE Investment Coach Naresh for a complimentary strategy session at Naresh at getricheducation.com. You don't need any qualifications. It can take as little as a 20% down payment on a 200k to 400k rental property, and we have access so that you can buy directly from the builders and get a mortgage rate in the fives. And we are chasing the next hot thing here. Last week we discussed co-living on the show. We waited until that strategy was proven. I like strategies that have had some contact with reality. AI can compose a song, or summarize a meeting, or fabricate a photo of some. Wacky like Abraham Lincoln riding a dolphin, but it still cannot download an affordable bedroom, affordable housing. You're scaling into something sustainable that has a future and can't be easily disrupted by AI. Scale or fail. Stop settling for the B plus life. We can help right now at this moment. Drop a quick email to naresh@getricheducation.com. I should spell that out for you. It's n a r e s h@getricheducation.com.   Keith Weinhold  15:36   More straight ahead. I'm Keith Weinhold. You're listening to Get Rich education. What if you got your mortgage loans the same place I get mine? You sure can at Ridge Lending Group NMLS 42056. They provided GRE listeners with more loans than anyone because Ridge specializes in investment property. They'll help you build a long-term plan for growing your real estate empire with leverage. Start your prequal and even chat directly with President Caeli Ridge. While it's on your mind, start at ridgelendinggroup.com. That's ridgelendinggroup.com.   Keith Weinhold  16:13   Let me ask you something: If you've worked hard to build wealth, is your money positioned to actually support your goals? A lot of accredited investors leave capital sitting in cash because it feels safe, but inflation and missed income opportunities can quietly erode its value. Freedom Family Investments offers freedom notes for investors seeking structured income backed by real estate. It's a straightforward approach built on real assets, not speculation. In full disclosure: I'm an investor myself. What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk, and nothing is guaranteed. But with a track record of consistent, on-time investor payouts, they built real credibility. Go to freedomfamilyinvestments.com to book a clarity call, or text family to 66866. That's family to 66866.   Chris Martenson  17:17   This is Peak Prosperity's Chris Martenson. Listen to Get rich education with Keith Weinhold, and don't quit your daydream.   Keith Weinhold  17:33   Welcome back to Get Rich Education. I'm your host Keith Weinhold. Having residual income from real estate, it can make you more comfortable for sure, but for me, I like to primarily use it to buy back my time. I'll tell you how I just did this. It's a small thing, a small win. It is time for my car's annual routine maintenance. Boring. I really don't want to lose my time dropping it off at the dealership in the morning and then picking it up again. Those two boring round trips don't add anything to my life. But the dealership had the option of, for just 100 bucks, picking it up for me and dropping it off for me at the end of the day. Oh well, that is an opportunity for me to buy some time, so that's why I did that. Now, when it comes to flying, sometimes I fly coach and sometimes first class. I just booked a flight and I refused to pay six times as much for first class. It just wasn't really worth it this time because the experience isn't that much better, and it sure doesn't save me any time. I tend to do that if the price is just 3x more, so I'll pay to save time, but not always to borrow a wider seat for five hours. And you and I both make hundreds of time versus money decisions every day, most of them small.   Keith Weinhold  19:04   With the more residual income you have, you're gonna make better decisions where you can choose the time over the money. One thing's for sure: whatever we're doing with our money, and that is that our dollar does not go as far as it used to. Let's look at inflation during the first 25 years of this century. This is really interesting. We're going to see how the cost of goods and services has changed from 2000 to the end of 2025 on some select categories that you spend on, and then I've got some mind-bending takeaways for you once I describe this chart, and this is the same chart that I sent to you last Thursday. If you are one of my newsletter readers, but I can open up and talk about it more here than I can in the newsletter because I keep that short. Overall inflation is about. 93% during this time period. 93% over these 25 years. Now, here are the items that rose less than that much, meaning that they became then more affordable over this span. What fell the most is the price of televisions down more than 90% in the first 25 years of this century? Toys down 74% Computer software down 73% Cell phones down 44% By the way, this all uses the government's CPI inflation rate, clothing up just one and a half percent, and even though it's up, that's still more affordable because it's up less than the overall 93% CPI inflation rate over this span. Household furnishings up 21% and finally new cars up 26% So all those items became more affordable because they rose less than the general rate of inflation. All right, moving on up. Now we're going to go above the line. Items above the 93% overall inflation rate, food and beverages were up 106% housing up 111% average hourly wages up 131% All right, let's pause. Yes, wages then outpacing 93% inflation. but of course, since that 93% uses the government CPI, well, that's pretty understated. Probably, you know, the true dispersing power of the dollar is probably more than 93% So it's debatable about whether there are real wage gains from 2000 to the end of 2025, medical care services up 147% Next in the category that has become less affordable is childcare, up 159% And as I'm naming these, there are some common threads here where I think you're going to have a few epiphanies when I point them out. College textbooks up 177%. Sheesh, what a scam! College tuition and fees up 197%, and finally the major category that became less affordable here at the top is the worst of all: hospital services. They have soared the most, up over 281% All right, there they are.   Keith Weinhold  22:57   And what takeaways do we have here? The items that became less affordable tend to be where the government either provides subsidies or they heavily regulate and mandate the product or service, like education, child care, and medical care. The categories that have become more affordable-that's where there is little or minimal government intervention, like clothing and technology. The lesson is that free market competition kept prices low, and some of these categories that became more affordable-you know-they would have become even more affordable than that if it weren't for profligate dollar printing, sadly, the items that have become less affordable-and this could really upset you-the items whose price increases exceed the overall rate of inflation, like medical care and housing, these are life's necessities. They are not once the stuff you need most got harder to obtain, healthcare is the ultimate example of this. It's sad to say, but you'll either pay the fee or you'll die, and the price reflects this. With hospital services up 281% outpacing the overall rate of inflation by about 3x. Also, items that have become more affordable, they are then generally the more discretionary purchases like furnishings, toys, and televisions. You can live without that stuff. Items that have become less affordable. They also tend to be more in-sourced activity, while those more affordable are outsourced, like to China. If you've noticed the trend, then anything involving people in the United States will be expensive, like child. Care and medical care. It involves people in the United States, and then it just gets more and more expensive. And this is also why service prices increase more and goods prices increase less. People are expensive.   Keith Weinhold  25:18   Microchips don't ask for dental insurance, and microchips don't file sexual harassment lawsuits. Overall, inflation was just 2.66% per year during this time period. But when it's compounded for this long, that's how it got to 93% cumulatively. But of course, inflation is higher than this 2.66 rate here in the late 2020s, and inflation is poised to rise even more than the level that it's at now. The war in Iran has pushed up energy prices 24% and these costs seep into almost everything, all right. But you're probably aware of this already, so I'm not going to discuss it much more because I discussed that before, like on episode 606, nearly two months ago when I called it our most important message in years, all right. But few seem to understand that this is just one part of a new inflation triple whammy. First, you've got spiking energy prices, like I mentioned. Second, more U.S. tariffs, and third, you've got mushrooming AI spending, and as a result of all this, this new inflation triple whammy that most people aren't aware of, this has pushed up bond yields to their highest point since 2007, and pressure is mounting for the Fed to jack up rates. Mortgage rates are soaring right along with them, and they are now near 7% Could mortgage rates reach 8% This is a real question now. The bottom line here is that inflation made the dollar lose nearly half its purchasing power in the first quarter century. Real asset owners will win, especially leveraged income property owners. This raises the property's replacement costs, spikes rents, and erodes your mortgage's real burden. Nearly everyone else is going to lose, and I don't want to lose a learning moment for you here. Bond yields-they are closely tied to what future mortgage rates are going to be. It's not about what the Fed does, and this is not as esoteric as some people think. This correlation between inflation, bond yields, and mortgage rates. Bonds pay a fixed interest rate long term.   Keith Weinhold  28:01   For example, the 10-year Treasury bond right now pays about 4.7% each year for the next 10 years. That's what that means. Now, would you lock in your investment for 10 years in order to get a 4.7% return? Well, if you were a conservative investor, maybe you would if you knew that inflation was only going to be 2% because then you'd be making about a 2.7% real return on your investment each year risk free. But if you expect inflation was going to be 5% over the next 10 years, oh well, then locking in a return of 4.7% means that you would lose real purchasing power every year. Investors don't want to lose money, so if investors expect that inflation is going to be higher, they will only buy bonds if they're paying higher amounts. And the bond market is telling us that as of today, investors expect at least 4.7% inflation over the next 10 years. If things change and they expect inflation to be higher than that, well, then bond yields will go up. If they expect inflation to decrease, for example, from a recession, bond yields will go down. So therefore, Treasury bonds are a true representation of investor inflation expectations and the movement of that bond yield-that is the number one factor that moves mortgage rates in that same direction. There's your explanation. That wasn't so hard. The market does not believe we're going to escape the Middle East war without substantial inflation or energy supply chain issues. That's what that means. Now, what else is going on in this era is the continuation of a reduction in the volume. Of housing transactions, fewer deals are happening. It had its recent peak of 6 million existing homes changing hands back in 2021. In 2022, it was 5 million, and it's been about 4 million transactions every year since. Now, as far as investor activity, just looking at that, for big investors, activity that's been sideways to a little down these past few years. But let's look at ourselves for smaller investors, mom and pop types, defined as those doing 10 or fewer deals per year, which probably includes you. You know, each of the past three years, activity has been up for smaller investors like you. You have gradually been purchasing more property, and this is as reported by realtor.com. Okay, what are the reasons for this?   Keith Weinhold  30:55   Well, back during the pandemic, you had to compete with owner-occupied buyers, that's when open house lines stretch down the block, and today there are fewer bidders in the room, and small investors are buying because builders are buying down your mortgage rate for you. That's another reason, and the source analysis it found that investors are sticking to affordable Midwest and Sun Belt markets that have strong rental demand. In fact, they're buying at least one out of every five homes in Memphis, Kansas City, St. Louis, Birmingham, and Oklahoma City. Real estate providers know that some prospective owner-occupant homeowners and even some investors-they won't buy anything at today's market mortgage rates, even though you and I know that these rates are historically normal. But providers-they need to stay in business. They need to keep turning things over. They need to sell property. They need to keep their people busy. They're not running museums here, so they're making sure that mortgage rate buydowns happen. And one of the most lucrative sources that I know about for investors is Mid South Homebuyers because they have investment property where the numbers work in Tennessee, Arkansas, and Texas with mortgage rates in the fives and a conventional loan with 25% down. A lot of their income properties cost under 200k, and these are quality homes in decent neighborhoods. I've physically walked inside many of them myself, not by drone, not with a virtual tour, not by AI, and not through some glossy brochure with suspiciously perfect lighting. The reason I'm telling you about this now is that this mortgage rate is one part of their limited triple five program. Here's what else we get as investors: a mortgage rate near 5% like I mentioned, and a 5% property management fee for five years. Though leverage has its benefits, if you decide to pay all cash instead, they provide you with the 5% property management for life, even if you finance later. I think they call that their forever five. Frankly, it's just amazing how many investors rave about the quality of their rehabs and say that their property management never seems to mess up in this industry. I mean, that is about as common as a calm political debate, or perhaps an airline actually improving legroom, and I have helped recommend Mid Health Homebuyers to our listeners for over 11 years. I know some followers that have looked at their available properties and scooped up three properties on one phone call. In fact, where they're based and have a lot of their available properties, Memphis. You know, Memphis has a story where I don't know if any other market in America can tell it right now. Do you know what's happening? Memphis is developing into having both the new brains and the brawn behind AI, and you got more smart money moving there now. Memphis is now home to the world's largest AI supercomputer. It's XAI's Colossus. It's now part of SpaceX. It's the biggest single-site AI facility on the entire planet. Anthropic is paying over a billion dollars a month to run Claude on it. Google just signed a deal worth up to 30 billion starting october 1, and I look forward to announcing that I have got a live event that I am co-hosting for you the day before this happens on september 30.   Keith Weinhold  34:56   So yes, that's the night before Google's money starts flowing. Into Memphis in one year, XAI became the second largest taxpayer in Memphis after FedEx, and the city has committed 25% of the property tax revenue from those sites to infrastructure in the surrounding neighborhoods. And when you add in FedEx, because Memphis already moves more physical goods than anywhere else in the country, you can see how Memphis is increasingly becoming the brains of the digital economy, while it's already been the brawn of the physical one. In every other market, you know they showcase things like their population growth and the rent-to-price ratios, and those attributes certainly matter, but now the fact that perhaps the biggest infrastructure story in America is happening in the most affordable major cash flow market—I mean, this is something that almost nobody has connected the dots on. So join me and my two co-hosts that lead Mid South Home Buyers.   Keith Weinhold  36:01   We're going to discuss market fundamentals, the AI build out, what it means for jobs, rent in neighborhoods over the next decade, and then a heavy live Q and A on Mid South. You're invited to join me. This is happening again on Wednesday, September 30th. It's at 8p.m. Eastern. Yes, you will have me live. Sign up at getricheducation.com/midsouth. It's a special event as Memphis is positioning to become both the brawn and brains of AI and a property provider that already makes a lot of sense for investors. Save your spot at getricheducation.com/midsouth. Until next week, I'm your host Keith Weinhold. Don't quit your daydream.   Speaker 2  36:54   Nothing on this show should be considered specific, personal, or professional advice. Please consult an appropriate tax, legal, real estate, financial, or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC exclusively.    Keith Weinhold  37:22   The pre- program was brought to you by your home for wealth building, getricheducation.com

In this episode, Michael Blank explores how artificial intelligence is transforming commercial real estate investing—and why investors who learn to use AI effectively will have a significant advantage over those who resist it. Michael breaks down practical ways to use AI agents across the entire investment process, from researching markets and finding brokers to analyzing deals, underwriting opportunities, raising capital, nurturing investor relationships, and creating marketing content. He also explains why understanding the fundamentals remains critical, since AI should function as a powerful junior analyst rather than replace human judgment. With examples using Claude, Claude Code, and AI-powered workflows, Michael shows how investors can automate repetitive tasks, save significant time, and build customized systems that become increasingly useful as they learn the investor's preferences and context.Key TakeawaysAI Is a Multiplier, Not a Replacement for ExpertiseAI can dramatically accelerate your work, but you still need to understand the fundamentals well enough to identify errors and make sound investment decisions.Automate the Tasks You RepeatLook at the things you do daily, weekly, or monthly and identify opportunities to build AI agents that can handle repetitive work in the background.AI Can Streamline the Entire Deal Flow ProcessAgents can help research markets, identify brokers, draft personalized outreach, manage responses, organize deal pipelines, and process new information as it comes in.AI Can Dramatically Speed Up Deal AnalysisTools like Claude can extract information from offering memorandums and spreadsheets, reducing manual data entry and helping update underwriting as new documents arrive. Investors still need to review the output and understand the underlying analysis.Capital Raising Can Become a Repeatable SystemAI can help create investor packages, identify prospective investors, personalize outreach, coach conversations, manage investor pipelines, and consistently nurture relationships.The Future Is AI With ContextMichael explains how agents that maintain long-running context about an investor's business, goals, relationships, and preferences can move beyond simple prompts toward acting like an autonomous chief of staff.Connect with our Deal Maker PartnersCheck out all Partners hereAttorney - Swafford Law LLC Mentor - Deal Maker MentoringResourcesConnect with Michael BlankTheFreedomPodcast.com Join the Deal Maker MastermindExplore Michael's Mentoring ProgramReview the Podcast on Apple PodcastsGet the Syndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael Blank For full episode show notes visit: https://themichaelblank.com/podcasts/session536/

Are gen Z the most financially savvy generation of them all? With senior economics correspondent Richard Partington and influencer James Beckett. Help support our independent journalism at theguardian.com/infocus

In this episode, William Green speaks with Victor Haghani, founder & CIO of Elm Wealth & author of The Missing Billionaires: A Guide to Making Better Financial Decisions. Victor's journey is among the most remarkable & instructive in modern investment history. As one of the founders of Long-Term Capital Management, he experienced dazzling success & devastating failure. Today, he oversees billions of dollars using a low-cost, diversified, index-driven strategy that reflects hard-won lessons about resilience, humility, simplicity & risk management. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro(00:04:17) How Victor Haghani's tumultuous family history shaped him.(00:14:02) What he learned as a star trader on Salomon's famed arbitrage desk.(00:22:56) How he honed his skills by playing high-stakes games of Liar's Poker.(00:30:35) How Long-Term Capital Management hit the jackpot—for a while.(00:46:04) How Russia's default in 1998 sparked a cascading disaster.(00:49:18) Why he defends the fund's enormous appetite for leverage & risk.(00:52:20) What he views as the real lessons of the fund's collapse.(00:58:21) How the concept of expected utility can improve our financial decisions.(01:11:09) Why he fell out of love with exotica like private equity & hedge funds.(01:13:22) What troubles him about the traditional, static approach to indexing.(01:18:52) Why he favors a “dynamic asset allocation” based on risks & rewards.(01:27:21) How his firm's current allocations reflect a wary view of US equities.(01:40:45) What he's learned about overcoming adversity & finding happiness. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Inquire about William Green's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Richer, Wiser, Happier Masterclass⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Victor Haghani's investment firm, Elm Wealth. Victor Haghani & James White's book “The Missing Billionaires.” Michael Lewis' book, “Liar's Poker.” Roger Lowenstein's book, “When Genius Failed.” Daniel Gilbert's book, “Stumbling on Happiness.” Viktor Frankl's book, “Man's Search for Meaning.” William Green's book, “Richer, Wiser, Happier” – read the reviews of this book. Follow William Green on X. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS  Support our free podcast by supporting our sponsors: Plaud Plus500 Netsuite Scribe References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm