Podcasts about portfolio allocation

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Best podcasts about portfolio allocation

Latest podcast episodes about portfolio allocation

Retirement Coffee Talk
How Do You “Shut the Gate” on Your Current Market Losses? | The Fight You May Be Losing in Your Retirement Accounts | What to Do If Your Spouse Shows Signs of Dementia | The Saving Number for Retirement Just Got Bigger. Is It Accurate?

Retirement Coffee Talk

Play Episode Listen Later Apr 12, 2025 52:03


On this week's episode: Finding calm in crazy markets. The hole in your retirement bucket you need to plug. Protecting against the high cost of long-term care. Do you really need $1.9 million saved to have a great retirement? Like this episode? Hit that Follow button and never miss an episode!

Wealthion
The Market Is Walking Off a Cliff? | Kevin Muir

Wealthion

Play Episode Listen Later Feb 18, 2025 56:41


Is the stock market walking off a cliff and investors don't see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we've entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren't ready for.

Rich Habits Podcast
Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt

Rich Habits Podcast

Play Episode Listen Later Feb 13, 2025 48:16


In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---Download our FREE Financial Planning Workbook for 2025!

The Synopsis
Interview. Investment Management in Practice with Baskin Wealth Management

The Synopsis

Play Episode Listen Later Jan 29, 2025 72:16


In this interview, we talked with Barry Schwartz and Ernest Wong from Baskin Wealth Management on their investing philosophy and we cover a great variety of businesses. We discuss if you can quality invest in the energy sector, high multiple stock valuations, Costco vs Transdigm, how to rebase expectations, and differences in management of a fund versus seperately managed accounts, as well as much more! We hope you enjoy!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (0:51) —  Baskin Wealth Management and Investing in Great Companies (4:38) — Fund Structure versus Separately Managed Accounts (SMAs)  (12:12) — Where to Base Expecations?  (21:57) — Can you Quality Invest in Energy? (32:31) — How to Deal with Terminal Value, High Multiple Stocks  (39:08) — High ROIC companies with limited reinvestment runway (42:58) — Can you Overextract Consumer Surplus? Transdigm vs Costco (52:02) — Portfolio Allocation (55:17) — Mistakes and When Quality isn't Quality, Paypal circa 2021  (1:06:19) — What Makes a Terrible Investor? (1:11:49) — Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Becker Group C-Suite Reports Business of Private Equity
Portfolio Allocation: Discipline vs. Momentum 12-31-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Dec 31, 2024 2:48


In this episode, Scott Becker discusses the challenges of maintaining portfolio allocation discipline during a strong market year.

Becker Group Business Strategy 15 Minute Podcast
Portfolio Allocation: Discipline vs. Momentum 12-31-24

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Dec 31, 2024 2:48


In this episode, Scott Becker discusses the challenges of maintaining portfolio allocation discipline during a strong market year.

Dividend Talk
EP #223 | How our Portfolio Allocation Evolved Along the Journey & Our Thoughts on Recycling Capital for Growth

Dividend Talk

Play Episode Listen Later Dec 1, 2024 63:07


In this episode, Derek and European Dividend Growth Investor share how their portfolio allocation strategies have evolved over the years. They discuss their approaches to diversification, the impact of risk tolerance, and lessons learned from dividend investing. Topics Covered: Building a portfolio allocation strategy Diversification: How much is enough? The role of high-yield stocks and closed-end funds Listener questions on companies, strategies, and tools Companies mentioned:$HPQ, $HRL, $AAPL, $MSFT, $KO, $PEP, $CNR, $ENB, $AES, $LYB Chapters: 0:00 - Welcome and weekly updates4:30 - The evolution of portfolio allocation strategies12:00 - Balancing diversification with conviction20:45 - Listener questions: Capital recycling and holding winners35:10 - High-yield midstream companies and utilities45:00 - Tools, resources, and the role of fractional shares55:00 - Discussion on JEPI and similar ETFs Follow Us here:

Risk Parity Radio
Episode 375: Learning To "Be The Ball" With Tax And Portfolio Allocation Considerations And Monthly Distribution Mechanisms

Risk Parity Radio

Play Episode Listen Later Oct 30, 2024 30:18 Transcription Available


In this episode we answer emails from Frank and Dan.  We discuss investment considerations in the 32% marginal bracket, reallocating a cash holding to bonds and alternatives and common withdrawal mechanisms for taking monthly distributions.Link:Father McKenna Center Donation Page:  Donate - Father McKenna CenterAmusing Unedited AI-Bot Summary:Ever pondered how to perfectly balance your portfolio in a high tax bracket? We promise you'll gain actionable insights from Frank, a generous donor and semi-retired investor navigating his complex asset allocation strategy. At 60 years old, Frank seeks our advice on his bond investments, with options like EDV, VGLT, and VGIT on the table. His financial journey becomes a fascinating case study as we unravel the best strategies for optimizing his diverse portfolio of stocks, gold, municipal bonds, and cash. Plus, we emphasize the importance of giving back, spotlighting our cherished cause, the Father McKenna Center.The episode takes a deeper dive into tax strategies tailored for substantial assets, providing listeners with the tools to maximize their retirement portfolios. Learn how retirement accounts like IRAs and solo 401(k)s can be leveraged to defer taxes, especially for those enjoying a higher tax bracket. We discuss the benefits of municipal bonds for tax efficiency and highlight the necessity of professional financial advice. Our focus remains on maintaining a balanced mix of investments to ensure growth and stability as you transition into retirement.Finally, we explore effective strategies for managing portfolio drawdowns and monthly distributions. We introduce Harold Avinsky's bucket strategy and its psychological benefits, drawing inspiration from financial expert Paul Merriman. As we wrap up, we encourage you to reflect on aligning with your personal values and the universe's natural flow, all while enjoying light-hearted exchanges that underscore these financial principles. Join us for an enlightening conversation designed to empower your financial planning journey.Support the show

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Sep 13, 2024 62:04


Clay Finck chats with Trey Lockerbie about how his investment strategy has changed with the everchanging macro landscape, how he analyzes the opportunity cost between individual stocks, what asset classes he invests in, how he became the host of TIP's flagship show, We Study Billionaires, how his kombucha company was able to get stocked at Target and Costco, how being an investor has made Trey a better businessman, and a whole lot more! Trey Lockerbie is the co-founder and CEO of Better Booch as well as the co-host of The Investor's Podcast's flagship show, We Study Billionaires. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:50 - How Trey's investment strategy has changed with the everchanging macro landscape. 04:30 - How he analyzes the opportunity cost between two different individual stocks. 04:30 - What asset classes he invests in. 34:21 - What he'll be eyeing in the months ahead. 36:37 - How Trey became the host of We Study Billionaires. 51:48 - How his company was able to get stocked at Target and Costco. 53:53 - How being an investor has made Trey a better businessman. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Trey's company, Better Booch. Related episode: MI161: Building a Balanced Portfolio w/ Dan Rasmussen. Related episode: MI135: Bitcoin is for Millennials w/ Preston Pysh. Related episode: MI127: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Airbnb Found Public Facet Fundrise Airbnb NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The Richer Geek
Build Your Property Empire: A Holistic Wealth Strategy

The Richer Geek

Play Episode Listen Later Aug 14, 2024 29:11


Welcome back to another episode of The Richer Geek Podcast. Dave Wolcott, founder of Pantheon Investments, returns to share insights on new investment opportunities, including private credit. Learn about alternative investments, tax optimization, and real estate strategies to grow your wealth. Don't miss this episode for expert advice and actionable strategies to achieve your financial goals.   In this episode, we're discussing... Portfolio Allocation is Key: Focus on a few key sectors and diversify within those sectors to reduce risk. Alternative Investment Strategies: Explore alternative asset classes like private credit, which offer high growth, are non-correlated to the stock market, and provide steady cash flow. Uncertainty Creates Opportunity: Don't be afraid of market uncertainty. Look for ways to use uncertainty to your advantage and create certainty in your financial future. Building Your Wealth Pyramid: Consider using Infinite Banking and whole life cash value policies as the foundation of your wealth pyramid. These strategies are non-correlated to the market, offer multiple benefits, and provide stability. Define Your Certainty Needs: Identify what financial certainty means to you (e.g., emergency fund, passive income) and develop strategies to achieve it.   Resources from Dave LinkedIn | Pantheon Investments | The Holistic Wealth Strategy   Resources from Mike and Nichole Gateway Private Equity Group |  REI Words |  Nic's guide

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
1719: “Bitcoin Will Explode Past $700,000 Based on 3% Portfolio Allocation”

Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

Play Episode Listen Later Aug 2, 2024 37:44


The Bitcoin price could ultimately surpass $700,000 per coin, based on an assumed 3% portfolio allocation, according to popular BTC analyst Willy Woo. Learn more about your ad choices. Visit megaphone.fm/adchoices

SF Live
100% Legal: Front Run Everybody Into GOLD & Copper NOW! | Matt Geiger

SF Live

Play Episode Listen Later Jul 24, 2024 26:38


In this interview, Matt Geiger, Managing Partner at MJG Capital, delves into the current market conditions and how various economic and political factors, such as the US Presidential Election, may influence the market. Matt also discusses his recent investment activities, including periods of inactivity and strategic allocation shifts within his portfolio, which is currently weighted 36% towards copper. --- Thank you to our #sponsor CONTANGO ORE, Inc. (NYSE American: CTGO) - Developing Alaska's Next Gold Mines. Make sure to pay them a visit: https://www.contangoore.com/ ---

Retire With Style
Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfolio Allocation in Retirement

Retire With Style

Play Episode Listen Later Jul 9, 2024 36:14


In this episode, Wade and Alex answer listener questions about portfolio allocation in retirement. They discuss the impact of low yields on TIPS and how it affects a retiree's portfolio. They also explore the optimal allocation of assets in taxable, tax-deferred, and tax-avoided accounts. Additionally, they address the role of annuities in retirement income and how they can replace the bond portion of a portfolio. They emphasize the importance of tax diversification and asset location. Finally, they provide insights on investing in stocks and the different factors to consider, such as value, small-cap, and REITs.   Takeaways Low yields on TIPS impact a retiree's portfolio and may require a reassessment of risk and allocation. Tax diversification is important, but the exact percentages in each type of account are not as crucial as asset allocation and asset location. Annuities can play a significant role in retirement income by providing protected lifetime income and reducing reliance on other investments. When investing in stocks, it is important to capture market risk and consider factors such as value, small-cap, and REITs. Growth indices may not necessarily provide a premium over value stocks in the long term. Chapters 00:00 Introduction and Small Talk 02:45 Navigating Low Yields and Portfolio Allocation in Retirement 09:15 Optimal Allocation of Assets in Taxable, Tax-Deferred, and Tax-Avoided Accounts 25:58 The Importance of Tax Diversification and Asset Location 26:41 Investing in Stocks: Capturing Market Risk and Considering Factors   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/  This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

CFA Institute Take 15 Podcast Series
David Blanchett, CFA: The Role of Commodities in Portfolio Allocation

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Jul 1, 2024 26:07


Tune in as David Blanchett, CFA, shares insights on his latest research on investment horizons, serial correlation, and better retirement portfolios. David discusses the impact of time and inflation on optimal portfolio construction and makes a case for including commodities in portfolios. Listen now to learn more about his findings and insights into retirement planning strategies. Read the full paper here: https://cfainst.is/4eW9BTp.

ThePrint
ThePrintAM: What are the highlights of Modi Cabinet 3.0 portfolio allocation?

ThePrint

Play Episode Listen Later Jun 11, 2024 4:46


The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

“The trend is your friend … until it ends” When it comes to navigating fluctuating markets, knowing when to ride the wave and when to brace for its downturn can make all the difference. In this episode, acclaimed economist, former CIA analyst, investment expert and author Dr. Mark Skousen sits down with Robert Helms to unpack current trends in the markets and the broader economy. He'll also share what the pivotal economic indicator he developed is signaling now and tips for effectively structuring your portfolio for long term success. Lastly, we take a journey through the Tri-Cities, WA real estate market in today's Market Spotlight. Tune in, sit back, and enjoy the ride!

Allworth Financial's Money Matters
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

Allworth Financial's Money Matters

Play Episode Listen Later Apr 6, 2024 52:30


On this week's Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried out once she passes. Finally, Scott and Pat advise a couple who has yet to dip into multiple income sources.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

How to Scale Commercial Real Estate
Can Self-Storage Strategies Thrive in the Current Real Estate Market?

How to Scale Commercial Real Estate

Play Episode Listen Later Mar 25, 2024 21:26


Today's guest is Ben Lapidus.   Ben Lapidus is the Chief Financial Officer for Spartan Investment Group LLC, where he has applied his finance and business development skills to construct from scratch a portfolio of over $500M assets under management, build the corporate finance backbone for the organization, and organize over $200M of debt capital from the firm. In addition to completing over 50 real estate transactions at and prior to Spartan, Ben is also the founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC.   Best Ever Conference Code Use code “INVEST” for $300 off any ticket type at https://www.besteverconference.com/   Show summary:  In this episode, Ben Lapidus joins Sam to discuss the nuances of the commercial real estate market, with a focus on self-storage and investment strategies. Lapidus shares his expertise on navigating the current market, the importance of robust business plans, and the challenges of finding attractive yields. They also talk about the Best Ever Real Estate Investing Conference, detailing how it adds value for passive investors and the innovative strategies used to attract them.    -------------------------------------------------------------- Self-Storage Market Insights (00:00:00)   Introduction and Background (00:00:37)   Current State of Self-Storage Market (00:02:03)   Investment Strategies and Passive Investors (00:03:34)   Conversion Deals and Opportunities (00:05:18)   Shift from Office to Self-Storage (00:06:00)   Interest Rates and Debt in Self-Storage (00:07:14)   Pricing Mechanism and Market Response (00:08:36)   Commercial Real Estate Market Overview (00:10:33)   Alternative Investments and Portfolio Allocation (00:11:57)   Best Ever Real Estate Investing Conference (00:13:46)   Strategies for Attracting Passive Investors (00:15:41)   Conference Organization and Team Management (00:18:28)   Closing Remarks and Special Discount (00:20:16)   Best Ever Conference (00:20:30)   Contact Information (00:20:50) -------------------------------------------------------------- Connect with Ben: Web: https://www.benlapidus.com/   Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.     Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com   SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below: Ben Lapidus (00:00:00) - If your business plan can survive 2 or 3 years of negative leverage, because you can take a low enough IRR that you can store enough cash on the side, then it is a great time. If your business plan is overly aggressive or you're trying to seek a very high IRR at a at a velocity of capital deployment, that's unachievable, then now is a bad time to make an investment. You might want to wait 12 or 18 months to do so. Welcome to the How to Scale Commercial Real Estate show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.   Sam Wilson (00:00:37) - For those of you that don't know Ben Lepidus, you need to know him. I've known Ben. Now. What? Man? What's been seven, eight years at this point? Yeah. About to go about that. I met you normally, Ben. I love to do a long winded introduction about how great the guest is. You are a great guest. I'm. It's my honor to have you on the show today, but before I give you my own introduction, I'd love for you maybe just to come on the show today and tell us a little bit about who you are, and then we'll get into it from there.   Ben Lapidus (00:01:03) - Yeah. I'm the founder and host of the best ever Real estate investing conference., not the brand, just the conference. And,, was a founding team member of Spartan Investment Group, which bought a half a billion assets under management in self-storage, recently retired, but have a long history of buying single family multifamily self-storage assets over the last 12 years., recently or prior to that,, was in the adtech space, learned a lot about big data, started a study abroad company Costa Rica., and have tried several other startups that failed. So I'm an entrepreneur at heart and can't wait to talk about whatever you want to talk about.   Sam Wilson (00:01:36) - Dude, that's that's a whole lot. I mean, my gosh, that's a lot of moving pieces there. Most recently you were like you mentioned a,, a partner there at Spartan Investment Group where you guys bought an absolute ton of self-storage. Why don't you just give us maybe a high level view recording this? What? Its end of February 2024, high level view of where self-storage is now and then maybe is what you see across the commercial real estate space as a whole.   Ben Lapidus (00:02:03) - Yeah. So self storage still has incredible fundamentals. When you look at the supply demand of self-storage, it's gone from 1 in 11 households to one in less than nine households are leveraging self-storage or consuming self-storage just over the last 5 or 6 years. That's an incredible shift in demand in a 5 or 6 year period simultaneously, construction costs,, going up, interest rates going up have made new supply difficult. So the fundamentals that drive storage is still in a very attractive asset class. That's on the consumption side on the on the,, the consumer side, on the investor side, investors have wised up to it. So it's become incredibly competitive. And the the spread between what you can get on the equity side versus what you can borrow on the debt side, has been radically compressed., and it now mirrors one of the major five food groups. You've got all of this office money, which was the largest component of commercial real estate coming out of office. And it's number one place to place it is self storage.   Ben Lapidus (00:02:59) - And that's just a lot of moving money. So from an investment perspective, the supply and demand,, isn't as attractive as it used to be. So I think what we're going to see over the next two years is do rates compress faster than cap rates?, and do the supply and demand economics on the consumer side kind of create a skyrocket effect of occupancy and rental rates such that it's attractive enough despite the competitiveness on the investment side?   Sam Wilson (00:03:23) - Wow. That's a that that that's an impressive,, impressive insight there. So yeah, I guess, you know, in short, is now a good time to to be investing in self-storage.   Ben Lapidus (00:03:34) - Now, there is never a bad time to be investing in self-storage. To be clear, it's recession resistant. It's always going to go up because of those supply demand economics. It's just is this the best time to generate the cash flow that you need to kind of cross the chasm if you're buying in a negative leverage environment. And so it's really about your business plan.   Ben Lapidus (00:03:54) - If your business plan can survive 2 or 3 years of negative leverage because you,, can take a low enough IRR that you can store enough cash on the side, then it is a great time. If your business plan is overly aggressive or you're trying to seek a very high IRR at a, at a velocity of capital deployment, that's unachievable, then now is a bad time to make an investment. You might want to wait 12 or 18 months to do so, right?   Sam Wilson (00:04:18) - Right. What about what about that conversation with investors like as in passive investors? How does that work when you're looking at deals that may be negative leverage? I mean, is that even a conversation that's being had?   Ben Lapidus (00:04:30) - It is. And that's because you just kind of find a different investor profile as the yield moves from kind of value add to more opportunistic, you have to find the investors who are willing to take the risk return ride with you at the end of the spectrum where those yields are achievable and attractive. If you're trying to get, you know, a 6% cash flow with a 14% IRR on an asset, that's 70% stabilized, that's been in existence for ten years with no expansion potential, that's going to be really tough.   Ben Lapidus (00:04:59) - But if you can find a conversion opportunity or the doughnut hole in a state that is booming with those supply demand,, economics working in your favor on the consumer side, then you can achieve those 20, 25, 30% IRR on a ground up development or conversion deal or an expansion.   Sam Wilson (00:05:15) - What do you say when you say conversion deal? What comes to mind?   Ben Lapidus (00:05:18) - Yeah, conversion is just taking,, a space that is not used for storage today and converting it for,, storage purposes. If you if you like, like a Macy's, a Kmart, a Shopko and just converting it into kind of like how urban air. I don't know if you've got urban air where you are, but I. Here in Colorado, there's an urban air chain, which is like an indoor like,, pre-teen park for trampolines and stuff. And they've just been converting, you know, grocery stores basically into,, urban air adventure parks. It's the same thing with storage.   Sam Wilson (00:05:51) - Same thing with storage. Be it office.   Sam Wilson (00:05:53) - , I know I'm a passive investor in an office to storage conversion project right now.   Ben Lapidus (00:05:58) - Hotel to storage? Yeah, all sorts of things.   Sam Wilson (00:06:00) - Which is wild because you're looking at this. They've they've converted it from,, office to storage and, and just like you're saying, the opportunity in this particular area was unbelievable. I mean, it's leasing up at like 30 or 40 units a month. I mean, it's just flying off the shelves as soon as they got their Co, which was,, kind of kind of crazy to see. So that opportunity exists. You mentioned the money that's coming out of office and going into storage. How are people even getting their money out of office? I mean, talk about something with negative leverage. What's that look like?   Ben Lapidus (00:06:31) - I mean, we're seeing,,, gosh, I'm gonna I'm gonna fail to come up with specific examples, but we're talking like, institutional level, like CRO holdings,, tremble., you know, bam capital, like those, those size of organizations,, dumping their office assets or dumping their office up co partners and selling them off, whether it's at pennies on the dollar or not.   Ben Lapidus (00:06:55) - And they are recalibrate or,,, rebalancing their portfolio to not reinvest that into office but say let's let's find alternative assets. Self-storage being the darling of the alternative asset space inside of commercial real estate.   Sam Wilson (00:07:08) - Got it. Very, very interesting. What's that look like on self-storage right now?   Ben Lapidus (00:07:14) - That is just as attractive in self-storage as it was anywhere else. And now that's a misnomer because nothing is attractive in debt., I just I use that to say it is just as attractive as any other lending rate outside of the agency world. So you're not going to ever beat, you know, government backed loans like you would get in housing. But outside of that,, you can get self-storage. Lending rates are akin, if not better than than office lending rates today, if not better than retail rates today., you can still find like, kind of the needle in a haystack. Sub six low 6%,, interest rate. Although the majority of what you are seeing on average, when you make those phone calls or high sevens, low eights, and then you're kind of getting to the riskier stuff of nine, ten and even double digits, you know, interest rates.   Sam Wilson (00:07:59) - Anybody doing long term fixed rate on that or is it all floating debt.   Ben Lapidus (00:08:03) - Oh, sure. Yeah. You can find long term fixed rate either, either by way of, you know, like doing shorter term or by doing a swap,, or some other derivative that, that, that creates that, that fixed rate despite starting with the floating rate product.   Sam Wilson (00:08:17) - Okay. Very very cool. Have we seen maybe you've answered this already and forgive me. I'm I'm,, I'm riding the short bus here today, but have you seen seller prices come up as interest rates have also climbed or not? Solid prices go down. Rather like have we seen that that sellers become more realistic or is it still.   Ben Lapidus (00:08:36) - Yeah. So? So I drove the acquisitions team and was very familiar with that up until about 7 or 8 months ago. So I've started to fall off of my, you know, a thumb on the, on the pulse of things. But we haven't seen the correction that you would assume,, with, with,, interest rates climbing.   Ben Lapidus (00:08:54) - So number one, we've only seen rental rates correct by 3% with all this inflation maneuver. And that is incremental street rates not in place rates. So revenue is still going up at self-storage consistently in the industry. And you look at the rate level reporting revenue still climbs quarter after quarter after quarter. The incremental customer rates might be decreasing. But you've got one month leases. You can you can do existing customer rate increases after providing that discounted rate almost immediately if you choose to. So we're still seeing rates increase. So it's an inflation hedge. So we haven't seen the pricing correction in response to the interest rates that you might assume. Because you've got investors coming out of longer term lease product like office like retail like industrial, for the purposes of hedging their inflation and going into short term lease product like self-storage, because they see the future potential of that inflation benefit. So yes, we we have seen pricing come down a little bit. But now instead of, you know, pricing to,, a 4.75% cap rate on a T3 or maybe pricing to a 6% cap rate on a year two pro forma.   Ben Lapidus (00:10:03) - So we're just we're seeing a different heuristic to kind of come to the same pricing or margin of error pricing as we were just a couple of years ago.   Sam Wilson (00:10:10) - Right? No, that's very, very interesting. Thank you for taking the time to give us kind of a brief snapshot on where the self-storage industry is today and kind of what's driving the pricing mechanism behind that. Certainly appreciate that. Let's hear what your thoughts are on the commercial real estate market as a whole. Like where is opportunity if that's still one that people are, you know, fighting tooth and nail over to get involved in? Where do you see opportunity today?   Ben Lapidus (00:10:33) - Yeah, I think commercial real estate just doesn't have the spreads that it did for the last decade. I mean, it was if you're listening to this podcast, you probably have a sentiment that there was a time where raising capital was on the easier side of the spectrum if you wouldn't just blatantly say easy. And that's because you could achieve like a yields an IRR just by consequence of of appreciation that was happening in commercial real estate in general.   Ben Lapidus (00:11:01) - , that appreciation has evaporated as a result of interest rates climbing., and maybe that appreciation will return if and when interest rates decrease. But for right now, you do not get the cash flow that you're you're used to getting after the last decade and a half, you do not get the appreciation that you're used to getting after the last decade and a half. So kind of commercial real estate wide, it's just not a very attractive time to be in commercial real estate relative to yields that you can get in other places. And, you know, modern portfolio theory suggests that up to 30, 35% of somebody's portfolio should be an alternative assets, with real estate being the largest segment of it. About 9 or 10% of the average portfolio contains real estate. So there's a long way to go for alternative assets to kind of climb to 35% to get to that modern portfolio theory number. But there's a lot of other segments of alternative assets like precious metals, operating businesses, secondaries,, private equities that have not been tapped into nearly as much.   Ben Lapidus (00:11:57) - And I think that those yields are more attractive today than what commercial real estate offers. And that's and that's probably going to be for the next 18 months at least.   Sam Wilson (00:12:05) - Well, yeah, absolutely. And I'm I'm testament to that. I mean that's what we're investing in right now is operating business simply because it is inflation resistant. It's recession resistant, like it's it's stuff that spins off cash flow at rates that commercial real estate just simply can't. And that's like.   Ben Lapidus (00:12:22) - I'm more interested in the activity of how the space is being used right, right now than the than the value of the space itself. Right. As an investor mindset. Right?   Sam Wilson (00:12:33) - Right. Yeah, absolutely. That makes a heck of a lot of sense. So you've got you've been through,, you know, all of this here with with Spartan here up until, you know, seven, eight months ago. And what do you do with your time now, like when you talk about these things and you think about, okay, alternative investments, operating businesses, what what are people doing with the space? Like what piqued your interest today?   Ben Lapidus (00:12:51) - Yeah.   Ben Lapidus (00:12:51) - And the way that I found my way to,, the partnership at Spartan was through the Best Ever conference, which I founded with Joe Fairless the year before, joining up with with the guys at Spartan Investment Group. And,, that that conference has been a North Star for me because I've been building it to service me as an avatar consumer of the conference. Who do I want to learn from? Who do I want to meet? Who do I want to be surrounded by? And let's just kind of create all of the details of this conference to attract those people, those speakers, those sponsors, those attendees. And, and I don't I don't know if you've seen that consistently year over year, Sam, but you were there at the first year. Every single speaker that I picked was somebody that I wanted to hear what they had to say personally, like myself. And that's still the case today. We don't have anything to sell at the. Conference. We just want to create a community of like minded people who are intelligent, are having a good time, and want to collaborate with each other to get more out of their businesses and out of their lives.   Ben Lapidus (00:13:46) - , and so that's that's the premise of the conference today. And,, I'm just kind of using the small amount of free time that I have,, after prioritizing my family and my kids, which is the major shift that I made this year into growing and improving the quality of that conference., and so a lot of our effort this year, with the conference coming up in April, April 9th, ten, 11 and 12, in Salt Lake City, is to focus more on the needs of the the passive investor. So as our conference has grown, we've attracted a lot of participants on the syndication side of the house, the operator side of the house, the people who have their their fingernails dirty with the real estate. But the passive investor hasn't had as much,,, emphasis at the best ever conference. So we've built a deal list site that we're going to be launching next week that allows all of the passive investors who are going to be in attendance to review all of our pitch slam competitors and all of our syndication sponsors deals in advance.   Ben Lapidus (00:14:45) - We're going to have a scheduling feature where you can, without walking around the conference and being cultured upon. You can establish one on one sessions with the syndicators that you want to get to know, like, and trust before putting your money in. It is the number one place to show up and look in the eyes. Hundreds of potential,, companies to invest your money into, and not just in commercial real estate, but into a growing number of private placement,, opportunities. And so that's that's really our focus for growth this year is just making the conference useful and desirable for the passive investor, which then, of course, makes it more useful and desirable for the syndicator, who's looking to join forces with those passive investors in growing their portfolio.   Sam Wilson (00:15:27) - That's really cool, I like that. What what have been some strategies that you've implemented to bring in that more passive investor? The people like how how do you draw in that ideal clients? The wrong word attendee how do you do that?   Ben Lapidus (00:15:41) - Yeah. So I think the experiments that we've done in the last couple of years are, number one, you know, three years ago we tried out this pitch slam.   Ben Lapidus (00:15:48) - It's kind of like a TechCrunch disrupt where,, a panel of judges decides on who has the best deal of the year. And the first two years was,, kind of pay to play, and it wasn't a very good situation. But last year was the participation by merit. And you were actually a brick and was one of 12 finalists,, put up on stage. And that got to compete for prize money of $600,000 by actual investors who are on stage. And so we're going to be repeating that this year. We had over 80 applicants this year,, and we have 12 finalists selected for the stage. So that's number one. Number two, we've been trying to partner with investor communities like IDC, intelligent investors, real estate community last year, left field investors this year,, long Angle is another great investor community that we're going to be highlighting on our stage this year., 506 group is,, you know, Mark Robertson, somebody that we've highlighted on our stage before. So trying to partner with investor communities, number three is building that directory so that you can in the comfort of your home, review and plan for your time so that you're not just kind of showing up and hoping that something good happens, but rather you're reviewing materials and saying, I actually have an interest in this.   Ben Lapidus (00:16:50) - I have an interest in a laundromat fund or a Texas vineyard fund. Let me,, or neighborhood retail fund that only buys nine caps or a hotel conversion,, into a bed and breakfast fund or something like that. Right. We've got all of these disparate, kind of nuanced data center style, as well as the traditional multifamily retail office opportunities that you could review. But looking at them in advance and determining, I want to interact with these people,, from the site, that's a new feature, as well as the scheduling one on one feature where you can kind of come up with your agenda as a passive investor in advance. And we've got a speed networking session that we've never had before that only qualified, excuse me, accredited investors are allowed to participate in with prevented sponsors who are,, either on our pitch slam stage or,, sponsoring the event so that you can have kind of five minute curated,, one on one rapid fire conversations. So those are some of the features that we're adding to the experience this year.   Sam Wilson (00:17:45) - Dude, that's really cool I love that. And yeah, I've been,, coming to the conference since 2017. And it's been it's always proved incredibly valuable. So if you're listening to this and you've not been to the Best Ever conference, go check it out. It,, is definitely worth your time. You'll get way more out of it than you put in., so yeah, that's,, that's my plug. My shameless plug as well, for the best ever conference I have. I have benefited from that, Sam. Absolutely, man. It's been a blast, dog. Well, you know, it's fun, man. It's kind of like homecoming. Like you go back and see all your friends. You're like, hey, man, what's up? I missed everybody, it's been an entire year. I can't believe it. But you also have, you know, have created an environment where meaningful relationships, relationships. So if I could speak today are formed. So that's,, that's very, very cool.   Sam Wilson (00:18:28) - On the technical side of that, I look at that conference, Ben and I just kind of go, my gosh, like, this is a ton of. Work. How? How have you organized your team, your people, and your time to pull off something of that magnitude? Because honestly, I look at it from the outside and it seems like you've done it pretty effortlessly.   Ben Lapidus (00:18:49) - But I appreciate that. I, you know, the first 4 or 5 years did all myself on top of growing Spartan at the same time., and, you know, we were just starting to have kids then, so it was a little bit easier to do the multitasking, right?, but around your 4 or 5, I got, I got burnt out, you know, we were we had scaled it from, I think the first year we had 170 people. By year 4 or 5, we were at like 800 people. Now we're this year, it's probably not going to grow just because of the challenging macro environment and people having surplus budgets for marketing and travel, what have you.   Ben Lapidus (00:19:19) - But we'll have over a thousand still., and around that year I said, you know what? I, we just gotta have to hire some people. And so we've built a team, and now they're in their third year of doing this conference together. And so they've, they've just got a great rapport with each other and are capable of seeing the bigger picture that's being put in front of them, the strategic plan that's being put in front of them and executing on that. So I'm I'm very fortunate to be in a position where I only spend about an hour or two a week on that conference up until maybe a week beforehand. And I can I can use all of my extra mental load to be creative with. How can we improve the experience and offer more value to everybody participating?   Sam Wilson (00:20:00) - That's really cool, Ben. I've enjoyed our conversation today. As always, it's a pleasure to get to chat with you. I always feel smarter,, after those engagements, so appreciate you taking the time to come on the show today.   Sam Wilson (00:20:11) - Is there anything else you want to cover here on the show? Before we wrap this up? It's just burning a hole in your mind.   Ben Lapidus (00:20:16) - Yeah, I think we're going to have a special discount,, for your audience, so I don't know what it is, but I don't know if you know what it is, but we're gonna have a special discount for your audience that you can put in the show notes, and you can check us out at Best Ever conference.com, and I hope to see everyone there.   Sam Wilson (00:20:30) - Best ever ecommerce.com. Yeah, check that out. I will get that special discount for our listeners to the how to scale commercial real estate podcast. Put there in the show notes. You'll have to find the episode on our website in order to find that discount, but it'll be there and I hope to see you all at the Best Ever conference as well. So, Ben, thank you again. If our listeners want to get in touch with you and learn more about you, what's the best way to do that?   Ben Lapidus (00:20:50) - Yeah, you can reach me at Ben at Best Ever Conference.   Sam Wilson (00:20:55) - Fantastic. Thanks again, Ben. Great to see you. Have a great rest. Your day.   Ben Lapidus (00:20:58) - All right. Thanks, Sam.   Sam Wilson (00:20:59) - Hey, thanks for listening to the how to Scale Commercial Real Estate podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts, whatever platform it is you use to listen. If you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories. So appreciate you listening. Thanks so much and hope to catch you on the next episode.

Allworth Financial's Money Matters
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

Allworth Financial's Money Matters

Play Episode Listen Later Mar 23, 2024 52:41


On this week's Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife's Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much cash in it. Finally, Scott and Pat explain the advantages of wash sales, and help a caller decide whether to invest in bond funds.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Quant Trading Live Report
Bitcoin Mining Difficulty and Portfolio Allocation Insights

Quant Trading Live Report

Play Episode Listen Later Mar 15, 2024 10:14 Transcription Available


In this episode, Brian of QuantLabs.org discusses two important topics regarding Bitcoin. Firstly, he addresses the increasing difficulty levels for Bitcoin miners, tying it back to articles from newsbtc.com. He explains their implications and how such changes affected the value of Bitcoin in the past. The conversation gets technical, touching on important concepts such as the meaning of mining difficulty and its possible impact on the price of Bitcoin.   GET SOME FREE TRADING TECH BOOK PDFS HTTP://QUANTLABS.NET/BOOKS Join our Discord for quant trading and programming news https://discord.gg/k29hRUXdk2 Don't forget to subscribe to my Substack for more trading tips and strategies! Let's keep learning and growing together. https://quantlabs.substack.com/ The second article discussed is from JP Morgan, focusing on how Bitcoin has overtaken gold in investor portfolio allocation. This part of the conversation delves into why Bitcoin's allocation to investors is 3.7 times greater than that of gold, and what this could mean in the long term. Brian also takes time to question the assumptions made about Bitcoin's demand and how the constant volatility affects perception. Throughout the episode, Brian also casts a critical eye on other crypto debates, such as the energy efficiency of Bitcoin mining and Ethereum's high gas fees. Potential futures for Bitcoin and crypto ETFs are explored too with some skepticism, as Brian questions the stability of these financial products and the viability of deriving them from Bitcoin. The episode concludes with a call to join the QuantLabs.org community for anyone keen on deepening their understanding of crypto trading.   Bitcoin Mining Difficulty and Portfolio Allocation Insights - QUANTLABS.NET

Advisor's Market360™
A return to 60/40 balance?

Advisor's Market360™

Play Episode Listen Later Feb 20, 2024 7:52


This strategy fell out of favor, but it may be poised for a return. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking about Bitcoin ETFs with Matt Hougan (Ep. 72)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Feb 14, 2024 49:01


Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. What are the implications for the market, the economy, and crypto's future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management about the impact of Bitcoin ETFs on the market, offering a new investment avenue. They explore Bitcoin's role as an asset class or currency within traditional portfolios. Ryan and Sonu also cover the CPI data, its implications for inflation, and market expectations.Listen to the episode to learn about:The Consumer Price Index (CPI) dataThe stock market's performance, historical seasonality, and the likelihood of a market pullbackThe increase in household net worth and credit card debt, highlighting the overall financial situation of consumersThe significance of Bitcoin ETF approval and its impact on financial advisors and investorsFund flows from GBTC to new Bitcoin ETFsAdding Bitcoin to portfolios, its historical returns, volatility, and the potential benefits for investorsThe likelihood of Ethereum ETFsShort-term and long-term drivers of Bitcoin's valueAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Matthew Hougan: LinkedIn: Matthew HouganX: Matt Hougan Bitwise Asset ManagementConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout Our Guest:Matt Hougan is a well-known expert in the fields of cryptocurrency, ETFs, and financial technology. He currently serves as the Chief Investment Officer at Bitwise Asset Management, which is the world's largest provider of cryptocurrency index funds and manages over $1.5 billion in assets.Before this, he was the CEO of ETF.com and Inside ETFs. During his tenure, he played a key role in developing the world's first ETF data and analytics system, the most popular ETF media platform, and the world's largest ETF conference.Matt serves as a board member for Equbot and is also a strategic advisor to several startups related to cryptocurrency and financial advising, such as Blockworks, Stratifi, and Exchange. He co-founded Advisor Circle, which is a product and content studio for the financial industry and also created the Futureproof Wealth Festival.

Allworth Financial's Money Matters
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Allworth Financial's Money Matters

Play Episode Listen Later Jan 27, 2024 46:12


On this week's Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, Scott and Pat advise a Minnesota doctor who has an extra $85,000 to invest each year.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

The Long Game
Jenn Long on Complex Content Migrations, Keywords as Customer Research, and Content Portfolio Allocation

The Long Game

Play Episode Listen Later Jan 24, 2024 47:13


In this episode of the Long Game podcast, host Alex Birkett interviews Jenn Long, who shares her expertise in SEO and content strategy. They discuss the challenges of content writing, the synergy between SEO and content quality, and the significance of keyword research for customer insights. Jenn also talks about a blog migration project, the role of AI in content creation, and its limitations. The conversation also touches on Jenn's professional role models, productivity tips, and her marketing approach, concluding with her personal interests and perspectives on loyalty.TopicsThe value of content writingContent format and qualitySEO and content qualityUnderstanding user needsCreating unique contentIdentifying great content writersContent strategy and SEOSEO and brand strategyKeyword research and customer researchBalancing innovation and industry termsReview Sites and Industry StandardsBlog Content Migration - CaseProject Planning and ExecutionPros and JustificationsPotential Risks and ChallengesPost-Migration Tracking and AnalyticsGovernance and Content InventoryContent Portfolio PlanningIndustry Trends and AI in ContentUsing AI to Write ContentUnderstanding AI's LimitationsComplexity of Content CreationAI's Struggle with SubjectivityChallenges with AI-Generated ContentRapid Fire Non-Work Related QuestionsConsumer Preferences and LearningConclusion and Online Presence Show LinksConnect with Jenn Long on LinkedInConnect with Alex Birkett on LinkedIn and TwitterConnect with Omniscient Digital on LinkedIn or TwitterPast guests on The Long Game podcast include: Morgan Brown (Shopify), Ryan Law (Animalz), Dan Shure (Evolving SEO), Kaleigh Moore (freelancer), Eric Siu (Clickflow), Peep Laja (CXL), Chelsea Castle (Chili Piper), Tracey Wallace (Klaviyo), Tim Soulo (Ahrefs), Ryan McReady (Reforge), and many more.Some interviews you might enjoy and learn from:Actionable Tips and Secrets to SEO Strategy with Dan Shure (Evolving SEO)Building Competitive Marketing Content with Sam Chapman (Aprimo)How to Build the Right Data Workflow with Blake Burch (Shipyard)Data-Driven Thought Leadership with Alicia Johnston (Sprout Social)Purpose-Driven Leadership & Building a Content Team with Ty Magnin (UiPath)Also, check out our Kitchen Side series where we take you behind the scenes to see how the sausage is made at our agency:Blue Ocean vs Red Ocean SEOShould You Hire Writers or Subject Matter Experts?How Do Growth and Content Overlap?Connect with Omniscient Digital on social:Twitter: @beomniscientLinkedin: Be OmniscientListen to more episodes of The Long Game podcast here: https://beomniscient.com/podcast/

Bankless
202 - The Year of the Crypto ETF with Cathie Wood

Bankless

Play Episode Listen Later Dec 25, 2023 62:24


Cathie wood and Ophelia Snyder join us today, their two companies are at the top of the list for ETF approvals slated for early next year. Is trad-fi excited? Are we underestimating the scale of this? Will Ethereum ever get an ETF? All these answered and more. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-cathie-wood  -----

BFM :: Morning Brief
Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy

BFM :: Morning Brief

Play Episode Listen Later Dec 4, 2023 13:52


2022 was an anomaly with both equities and fixed income performing poorly. This has meant that the 60/40 investment portfolio that has been a cornerstone of a well-diversified portfolio has underperformed but should we dismiss this asset allocation strategy? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB tells us his perspective whilst weighing in on the themes to pay attention to in 2024.Wealth Advice That Matters is brought to you by UOB Privilege Banking. Visit www.uob.com.my/bfm to find out more about upcoming topics.

Natixis Insights
Portfolio Allocation Trends – Q3 2023

Natixis Insights

Play Episode Listen Later Nov 30, 2023 12:53


A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

The Dividend Guy Blog Podcast
Cracking the Code: The Ideal Portfolio Allocation

The Dividend Guy Blog Podcast

Play Episode Listen Later Oct 18, 2023 41:38


After looking into why low-yield, high-growth stocks matter at retirement and how to find them, we hit an important part of a portfolio: the allocation! Your portfolio allocation explains your returns and its strengths and weaknesses. Don't overlook it; make it perfect! Download the Dividend Income for Life Guide. Save your spot for the Nov 2nd 2023 Free Webinar. For the complete show notes, make sure to check out our website: thedividendguyblog.com/144 Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r

Your Next Money Move
Choosing Your Portfolio Allocation

Your Next Money Move

Play Episode Listen Later Oct 16, 2023 25:45


Once you have decided to start your investing journey, choosing your asset allocation is potentially one of the most important decisions you have to make. What you invest in and how your portfolio is allocated depends on numerous factors like your time horizon, specific goals, personal risk tolerance, and more! Listen in as the YNMM team breaks it down in this week's episode!   Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn

Doctors of DeFi
E48: Portfolio Allocation

Doctors of DeFi

Play Episode Listen Later Oct 4, 2023 24:11


The price stabilization that comes with self custody, what we've learned in this bear market, and how that's all changed our thoughts on allocation. 

ThePrint
ThePrintPod: Maharashtra cabinet expansion ‘stuck over portfolio allocation', Ajit ‘wants key home, finance' ministries

ThePrint

Play Episode Listen Later Jul 11, 2023 5:47


Shiv Sena & BJP leaders say there are more hopefuls than cabinet posts, but exercise expected to be done before 17 July, when monsoon session of assembly is to begin. 

The Financial Lab
Portfolio Allocation: Is 60/40 still real?

The Financial Lab

Play Episode Listen Later Jul 3, 2023 9:30


We've talked before about the 60/40 portfolio (60% stock, 40% bonds) and how horrible it performed last year.  Both stocks and bonds took a big hit.  Hear if David and Travis agree and if their is another portfolio allocation they prefer.   Protect, grow, and Reduce Taxes on your Wealth!    

Pirates of Finance
Unintended Bets and Diversification: Navigating Long-Term Goals in Portfolio Construction

Pirates of Finance

Play Episode Listen Later Jul 1, 2023 27:39


PoF Season 04 Episode 24   The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Privates and Unintended Bets to Business Stability.   Come on in, the water is fine.   00:00 Intro  01:30 Unintended Bets 03:00 Sector and Industry Tilt Considerations 07:30 Rebalancing and Market Efficiency 14:00 Consideration of Cryptocurrencies and NFTs 19:00 Portfolio Allocation in Relation to Business Stability 23:00 Real Estate and Private Equity   ON OTHER PLATFORMS Twitter @FinancePirates https://twitter.com/FinancePirates TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance INTRO MUSIC By taylorgalford.bandcamp.com THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW. #investing #finance #business #investing #stockmarket #inflation

The Richer Geek
Portfolio Allocation and Diversification

The Richer Geek

Play Episode Listen Later Jun 14, 2023 25:30


Today we have Patrick Yip. He's an industry expert Insider. He serves as the Director of Business Development for APMEX. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon and Walmart. Find complete show notes and more information at therichergeek.com/podcast

Newcomer Investor
[EP. 28] - My Portfolio Allocation Strategy; Brookfield buys Triton; Procter and Gamble increases dividend!

Newcomer Investor

Play Episode Listen Later Apr 13, 2023 16:17


Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ (0:00) - Intro (0:57) - My allocation strategy (2:51) - Breaking down my portfolio by sector (5:22) - My core vs peripheral holdings (6:18) - Examples (9:02) - Peripheral holdings are those that I trade/recycle (10:42) - Brookfield buys Triton! (13:24) - Procter and Gamble dividend increase

Doug Casey's Take
Why Isn't Biden Trying to Protect The Petrodollar? Plus, lots of Q&A

Doug Casey's Take

Play Episode Listen Later Apr 3, 2023 59:56


To learn more about our private member service, Doug Casey's Phyle visit https://phyle.co Join our email list to get Special reports and updates:  https://dougcasey.substack.com/about Connect with us on Telegram:  https://t.me/dougcasey Doug Casey's Novels: https://www.amazon.com/dp/B075V5LJZW?binding=paperback&ref=dbs_m_mng_rwt_sft_tpbk_tkin   00:00 Intro **Impact of Trump's indictment on the US dollar [00:00:02]** Discussion on how Trump's indictment affects the perception of the US as a free country and the US dollar. **Challenges of writing near-term science fiction [00:03:10]** Doug's novels and the challenges of writing near-term science fiction in a rapidly evolving world. **Possibility of undercover agents in private group [00:07:01]** Discussion on the possibility of undercover agents in their private group and the expansion of government agencies. **Labeling and Truth [00:10:08]** Discussion on the nature of truth and labeling oneself as an enemy of the state. **Writing Near-Term Science Fiction [00:12:22]** Discussion on incorporating current events into Doug's novels and the challenges of writing near-term science fiction. **Recommendation for a Place to Live [00:14:48]** Discussion on the challenges of finding a good place to live for trading and producing physical goods, and a recommendation for the Falkland Islands. **Ragnar's books [00:20:17]** Discussion of Ragnar's books, including "New and Improved C4" and "Acquiring a New ID." **Joel Skousen's book [00:21:02]** Opinions on Joel Skousen's book "Strategic Relocation" and his recommendations for the best places to live. **Large cash position [00:23:36]** Advice for someone with a large cash position, including investing in gold and silver coins and stocks in the oil and resources fields. **Robert Green's books [00:24:55]** Opinions on Robert Green's books "Mastery" and "48 Laws of Power." **Designing a school curriculum [00:26:17]** Discussion of a future book on designing a school curriculum to equip the next generation for the future. **The beginning of the end [00:28:29]** Discussion of the creation of the Fed and income tax in 1913 as a possible starting point for the cultural decline in the US. **Various Topics [00:29:48]** The speakers discuss various topics such as the impact of past US presidents, network warfare, opting out of the system, gold prices, and the entertainment value of finance experts. They also touch on the idea of going to rich countries to become wealthy. **Creating Wealth in Developing Countries [00:39:27]** Discussion on whether it's wiser to focus on developing countries with high potential to create wealth or to stay in the declining West. **Why the Establishment Hates Trump [00:40:34]** Explanation of why the establishment hates Trump, including his cultural conservatism and nationalism. **Obama vs. Trump [00:42:01]** Comparison of Obama and Trump as outsiders elected by Americans who wanted change. **Mongolia [00:43:57]** Discussion on the economic opportunities and current state of Mongolia, including its main source of income from selling coal and copper. **Parallel Societies [00:46:36]** Discussion on the formation of parallel societies and the potential for success in resisting socialist leaders using fascist tactics. **Bricks Nations and the US Dollar [00:49:46]** Discussion on recent deals between China, France, Brazil, and other Asian countries, and the impact on the US dollar's reserve currency status. **US-Saudi Relations [00:51:02]** Observations on the lack of vocal opposition from the US towards Saudi Arabia's violation of the petrodollar agreement, and the potential consequences for the US economy. **Portfolio Allocation [00:56:07]** Advice on how to allocate capital among different stocks in a portfolio, based on risk assessment and understanding of each company. **Topic: Ray Kurzweil and the Singularity [00:59:08]** Discussion about the utopian and dystopian versions of the singularity and transhumanism. **Topic: Future changes [00:59:37]** The possibility of a big change that will radically and irreversibly change the world. **Topic: Conclusion [00:59:50]** Closing remarks and end of the episode.

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

Play Episode Listen Later Mar 30, 2023 49:46


In today's episode, we sit down with Tad Fallows, the founder of Long Angle, a community for high net worth and ultra-high net worth investors. Tad shares his inspiring journey from selling his business and coming into significant wealth to creating a supportive network for investors. We delve into the community's strategies across various asset classes, from real estate to private equity, venture, hedge funds, and more. Tune in to discover the current opportunities his community is exploring and learn how you too can navigate the complex world of investing. Don't miss this insightful conversation! View the Long Angle Portfolio Allocation Benchmarking Study https://www.longangle.com/benchmarking22 Connect with Tad Fallows on LinkedIn https://www.linkedin.com/in/fallows/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠ Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe

Average Joe Finances
172. Precious Metals Portfolio Allocation and Diversification with Patrick Yip

Average Joe Finances

Play Episode Listen Later Mar 15, 2023 33:44 Transcription Available


Join Mike Cavaggioni with Patrick Yip on the 172nd episode of the Average Joe Finances Podcast. Patrick  shares his expertise about the market of precious metals and the advantages of investing in them.In this episode, you'll learn:How should investors position their portfolios during an inflationary environmentWhy should investors consider owning precious metalsThe various ways to own precious metalsTrends in the precious metals industryAnd so much more!About Patrick Yip:Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business.Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon and Walmart.Find Patrick on:Website: https://www.onegold.com/LinkedIn: https://www.linkedin.com/company/apmex-inc/Facebook:  https://www.facebook.com/onegoldinc/Twitter: https://twitter.com/OneGold_?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Instagram: https://www.instagram.com/_onegold/Youtube: https://www.youtube.com/channel/UCwkU3RnwvFxVJzVCVe8BJtw/videos?app=desktopAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinanceshttps://bit.ly/replaceyourmortgageFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

Becker Group C-Suite Reports Business of Private Equity
Portfolio Allocation – BlackRock & Goldman Sachs 1-16-23

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jan 16, 2023 2:35


In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. WSJ. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid building block for portfolios.

Becker Group Business Strategy 15 Minute Podcast
Portfolio Allocation – BlackRock & Goldman Sachs 1-16-23

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jan 16, 2023 2:35


In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid building block for portfolios.

Becker Group Business of Pot 15 Minute Podcast
Portfolio Allocation – BlackRock & Goldman Sachs 1-16-23

Becker Group Business of Pot 15 Minute Podcast

Play Episode Listen Later Jan 16, 2023 2:35


In this episode Scott Becker discusses the BlackRock vs Goldman debate over the 60/40 portfolio. BlackRock with $8.6 trillion under management says it’s outdated. Goldman still says it’s a valid building block for portfolios.

The winners' ways Podcast
#160: Portfolio Allocation & Diversification With Patrick Yip

The winners' ways Podcast

Play Episode Listen Later Jan 11, 2023 27:26


Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon and Walmart. --- Support this podcast: https://anchor.fm/the-winners-ways-podcast/support

Optimal Finance Daily
2156: Building The Perfect Portfolio Allocation - 5 Models to Follow by Robert Farrington

Optimal Finance Daily

Play Episode Listen Later Jan 2, 2023 12:02


Robert Farrington of The College Investor helps you build the perfect portfolio allocation Episode 2156: Building The Perfect Portfolio Allocation - 5 Models to Follow by Robert Farrington Robert Farrington is a personal finance expert that focuses on helping millennials get out of student loan debt and start investing for their future. He also helps parents make smart choices about college financing options and navigating the complex world of paying for school. He started The College Investor in 2009 as a forum to discuss the myriad of financial issues facing young adults. The original post is located here: https://thecollegeinvestor.com/10973/building-perfect-portfolio-allocation-5-models-follow/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
2156: Building The Perfect Portfolio Allocation - 5 Models to Follow by Robert Farrington

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Jan 2, 2023 12:02


Robert Farrington of The College Investor helps you build the perfect portfolio allocation Episode 2156: Building The Perfect Portfolio Allocation - 5 Models to Follow by Robert Farrington Robert Farrington is a personal finance expert that focuses on helping millennials get out of student loan debt and start investing for their future. He also helps parents make smart choices about college financing options and navigating the complex world of paying for school. He started The College Investor in 2009 as a forum to discuss the myriad of financial issues facing young adults. The original post is located here: https://thecollegeinvestor.com/10973/building-perfect-portfolio-allocation-5-models-follow/  Visit Me Online at OLDPodcast.com  Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
Still In A Bear Market, 80/20 Portfolio Allocation

TD Ameritrade Network

Play Episode Listen Later Oct 28, 2022 8:20


Dow Jones today is up 14% in October. "Investors are still in a bear market. The average bear market sees 35% to 40% declines and we are at 20%. Two year and ten year yields have been inverted for weeks. Bear markets typically last 20 to 22 months and we are halfway through that. With your 80% portfolio allocation, find quality stocks that have a strong balance sheet and strong cashflow. With the other 20%, incorporate covered calls, buy a stock that you like, and buy short-term treasuries," says Tony Zabiegala.

Wealth Matters By Alpesh Parmar
281: Portfolio Allocation and Diversification using Precious Metals With Patrick Yip

Wealth Matters By Alpesh Parmar

Play Episode Listen Later Oct 6, 2022 29:33


Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon and Walmart. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 02:08) Opening Segment - Patrick is being introduced as the guest Host - Patrick shares something interesting about hiself (02:08 - 28:39) How to profit from owning Rare Earth Metals - Patrick shares his investment personally and why - Patrick share about what kind of challenges and wall of challenges and etc.? - He shares how much he earn in his investment - He also shares the demands of the rare metal - He also shares the past demands of stocks in market - He shares which is rare?Gold or Silver? - Patrick talks if it is low risk or high risk - What can go wrong? - Patrick shares what percentage of his portfolio contains his stratigic metals (28:39 -29:33) Closing Segment - How can Alpesh's listeners reach Patrick -If you want to learn more about the discussion, you can watch the podcast on Wealth Matter's YouTube channel and you can reach out to Alpesh using this link. Check us out at: Facebook: @wealthmatrs IG: @wealthmatrs.ig Tiktok: @wealthmatrs

Millennial Investing - The Investor’s Podcast Network
MI208: The Finance Super App w/ Brian Barnes

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 16, 2022 43:22


IN THIS EPISODE, YOU'LL LEARN: 02:10 - What led Brian to start M1 Finance and what sets them apart from industry titans like Vanguard and Fidelity.07:11 - How M1 Finance is providing features to retail investors that are traditionally only provided to the ultra-wealthy.10:32 - How M1 Finance's borrowing feature works.21:13 - Brian's thoughts around trading and speculating versus long-term investing.26:04 - How cryptocurrencies play into M1 Finance's vision.35:40 - How Brian envisions the fintech industry evolving over time.39:18 - Why Brian purchased a 119-year-old bank.41:19 - How M1 Finance adapted to remote work.43:57 - Brian's biggest lesson in starting and building a company.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out M1 Finance.Related Millennial Investing Episode: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie - MI184Related Millennial Investing Episode: Just Keep Buying w/ Nicholas Maggiulli.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Engage with the rest of the TIP community and discuss financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Get up to 3% Daily Cash back on everything you buy with Apple Card. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Support our free podcast by supporting our sponsors.Read this episode's transcript and full show notes on our website.Connect with Brian: Twitter | Instagram Connect with Clay: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI189: Portfolio Allocation & Ray Dalio's All Weather Portfolio (Mini-Episode)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jul 2, 2022 16:33


IN THIS EPISODE, YOU'LL LEARN:01:37 - Why being 100% allocated to stocks might not be an optimal allocation.02:34 - Why the long-term debt cycle affects Clay's decisions around portfolio allocation.04:21 - What Ray Dalio's holy grail of investing is.12:30 - What asset classes perform well during an inflationary time period.14:23 - What Ray Dalio's all weather portfolio consists of.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRay Dalio's video, How The Economic Machine Works.Check out Preston Pysh's conversation with Peter McCormack here.Related episode: Berkshire Hathaway Masterclass w/ Chris Bloomstran - TIP438.Related episode: The Changing World Order w/ Ray Dalio - TIP410.Related episode: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair - MI150.Check out our Investing Starter Packs about business and finance.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI184: Studying Billionaires & Portfolio Allocation w/ Trey Lockerbie

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 21, 2022 50:43


IN THIS EPISODE, YOU'LL LEARN: 01:50 - How Trey's investment strategy has changed with the everchanging macro landscape.04:30 - What asset classes does he invests in.07:17 - How he analyzes the opportunity cost between two different individual stocks.34:21 - What he'll be eyeing in the months ahead.40:37 - How Trey became the host of We Study Billionaires.51:48 - How his company was able to get stocked at Target and Costco.53:53 - How being an investor has made Trey a better businessman.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESTrey's company, Better Booch.Check out TIP's flagship show, We Study Billionaires.Trey, Clay, and Robert's tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: Building a Balanced Portfolio w/ Dan Rasmussen - MI161.Related episode: Bitcoin is for Millennials w/ Preston Pysh - MI135.Related episode: Life as a Podcast Host, Investing in FinTech, and Buying Rental Properties w/ Robert Leonard. - MI127.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Break into the multifamily investing space or level up your investing game. Learn these at the Multifamily Investor Nation Convention. Visit mfincon.com for details and tickets. Use promo code TIP to get $200 off your tickets.Protect your family with Fabric Insurance's term life insurance now, in just 10 minutes.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.Read this episode's transcript and full show notes on our website.Connect with Trey: Website | Twitter | LinkedIn Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.