Podcasts about superinvestors

Tom welcomes back, Jesse Felder, founder, editor, and publisher of The Felder Report, to discuss inflation and its impact on investments. Felder argues that American citizens consider inflation a major issue, despite the Federal Reserve's efforts to contain it. He suggested the Fed might accept higher-than-targeted inflation levels in the future. Felder touches upon bond markets as indicators of potential inflation trends and the possibility of another "lost decade" for stock and bond portfolios due to current valuations. Felder criticizes passive investing, citing negative annual returns over a 10-year period, and emphasizes individual investors' attention to Warren Buffett's investment philosophy, focusing on valuation sensitivity. Buffett's massive cash position in Berkshire Hathaway was discussed, with reasons for his disinterest in gold and cautious approach due to concerns over the fiscal situation. Jesse suggests individual investors pay heed to Buffett's underlying investment strategy while acknowledging opportunities unavailable to Berkshire Hathaway. Felder also highlights the potential for a steep market reversal following the stock market's overexuberance post-Trump's election and emphasized insider activity and buy-sell ratios as indicators of earnings and economic disappointments in the equity market. He encourages investors to be cautious given current extreme valuations. Felder expresses his interest on oil and gas stocks due to the changing inflation environment and the new floor at $70 for oil prices. He believes that energy producers would benefit from a more stable foundation for their commodity, despite concerns about the Strategic Petroleum Reserve's size and potential implications of inflation and peak oil production. Time Stamp References:0:00 - Introduction0:37 - Inflation Been Fixed?3:45 - Fed & Inflation Targets8:16 - Bonds & Reality11:38 - Tariffs & Tax Cuts14:10 - A Lost Decade?18:05 - Warren Buffet Position28:14 - Risk Exposure & Gold32:08 - Market Exuberance36:50 - Avoiding Loss38:30 - Valuing Sectors40:00 - Energy & Tech43:44 - SPR & U.S. Production46:38 - Peak Energy & Inflation49:00 - Equity Mkt. Concerns50:12 - Wrap Up Talking Points From This Episode American citizens perceive inflation as a significant problem, despite Federal Reserve's attempts to control it. The Fed might accept higher-than-targeted inflation levels in the future. Buffett's cash position and disinterest in gold, potential market reversal, and focus on oil and gas stocks are notable. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

► Get a free share! This show is sponsored by Trading 212! If you'd like to sign up for an account and get a free share you can do so on the link below! https://www.trading212.com/Jdsfj/FTSE ► Get 15% OFF Finchat.io: Our friends at Finchat.io have kindly offered our subscribers 15% off any paid subscription on their site. We highly recommend this tool for stock analysis and summarising earnings calls! https://finchat.io/playingftse/?lmref=iQl2VQ ► Episode Notes: Was Diageo's trading update this week really that good? Find out on this week's PlayingFTSE Podcast! It's a busy busy show this week. There's a lot to get through before the end of Q3 and Steve and Steve are ready to go. In quickfire news this week, we've got three stocks and some information on UK banks. Halma and Diageo both issued trading updates this week, but was either any good? Meanwhile, iPhone 16 sales seem to be set to come in lower than the previous model. But at least there's some good news – banks now have to refund fraud more quickly! There's been some sobering news from the UK pension scene recently. People aren't saving enough, and they're drawing down their savings early. It's not easy putting money aside with the cost of living going up. But Steve D has some ideas that people might think about if they're looking over their pensions this weekend. Card Factory is a new one for the show, though friend of the show JKR likes it. Steve W's been taking a look as the stock fell 21% this week. Inflation has been cutting into profits. But should investors be surprised after the guidance in the annual report just a few months ago? Micron was a very popular stock a few years ago. Superinvestors were crawling all over the memory chip company, but things have gone quieter later. Steve D's been taking a look after the stock popped 14% this week. But is now the time to buy it – and if not, then when? Steve W liked the look of A.G. Barr back in July. The stock climbed after that, but it's fallen back to below where it was before. Given this, is it a second chance at a stock that got away? Or is the new CEO a sign that things are going in a different direction to the one that Steve was expecting? Only on this week's PlayingFTSE Podcast! ► What We Consumed This Week: Pensions: https://ifs.org.uk/articles/are-people-saving-enough-their-pensions ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Timestamps: 0:00 Intro & Our Weeks 5:16 Bank Fraud News 9:07 iPhone Sales Slump 13:17 Drinks on Diageo! 17:36 Check Your Pension 24:47 Card Factory 42:50 Micron 53:53 AG Barr ► Show Notes: What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

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Interview recorded - 1st of April, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Jesse Felder. Jesse is the Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about Jesse's thoughts on the markets, why we will have a recession, society of speculators, the everything bubble, economic data to watch, how is Jesse positioned and the potential for a commodity supercycle. I hope you enjoy!0:00 - Introduction1:31 - Overview of economy and markets3:41 - Why will we have a recession?6:14 - Bullish sentiment9:36 - Titanic signal?10:41 - What would you compare current market to?13:52 - What is driving market inflows?15:30 - Society is becoming more speculative20:03 - Pressure on Asset Managers23:27 - Everything bubble?28:59 - Economic data to watch?31:38 - Nvidia the stock to watch?33:27 - Semiconductor arms race35:13 - How is Jesse looking to position?38:36 - Recession impact commodities?40:31 - Production glut in Natural Gas?43:45 - One message to takeaway from our conversation?Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.Jesse Felder - Felder Report - https://thefelderreport.com/Twitter - https://twitter.com/jessefelderWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In 2023, I released about 160 My Worst Investment Ever podcast episodes, and this is a list of some of my and my listeners' favorites. I have also created a free “Top 27 from 2023” playlist where you can listen to and view this curated list for free. Just go to My Worst Investment Ever dot com and click the button that says, “Top 27 from 2023.” Since starting this podcast, I have published 760 episodes and look forward to continuing this journey in 2024! I welcome you on my journey “to help 1,000,000 people reduce risk in their lives.”27. Ep738: Neil Johnson – Take the Profit When You CanBIO: Neil Johnson is a renowned finance expert with over 30 years of experience in investment banking, merchant banking, and research analysis in Canadian and UK capital markets. He is the Executive Director and CEO of Duke Royalty, a $300 million alternative finance investment company listed on the London Stock Exchange.STORY: Neil invested in an internet company building website templates when the internet started. The company filed to go public, but the financiers kept delaying the process and never went public. Six months later, the company went to zero. Neil lost his entire investment.LEARNING: Take the profit when you can. Take some money out and play with the rest. Do your due diligence. “Try not to be overly greedy. There's something about leaving a little on the table for someone else.” 26. Ep658: Jeroen Blokland – Know the Actual Business Outlook Before InvestingBIO: Jeroen Blokland is a multi-asset investor with a long-term track record. He worked at Dutch investment bank, Robeco for almost 20 and now runs his independent investment research company, True Insights. Find him on Twitter.STORY: Jeroen's first investment was in a Dutch company selling PCs. He barely did any research or due diligence. The company reported a loss of $27 million in the same year Jeroen invested. It later went bankrupt, leaving him with a massive loss.LEARNING: Know the actual outlook of a company before investing. Diversify your portfolio. “90% of the investing population doesn't know the actual outlook of a company.” 25. Ep674: Jesse Felder – Don't Rationalize a Lousy TradeBIO: Jesse Felder started his career at Bear Stearns and co-founded a multi-billion-dollar hedge fund firm. He left Wall Street to focus on The Felder Report and hosts the Superinvestors podcast. Find him on

Interview recorded - 2nd of October, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy!0:00 - Introduction0:13 - What is Jesse watching in markets?2:35 - Why is this time different in the US?5:10 - Lots of factors coming into play?7:52 - Disconnect between yields and interest rates?9:30 - Could we see a dollar wrecking ball?12:10 - Are we experiencing a secular shift?16:40 - What would a debt death spiral look like?18:17 - FED forced to intervene in the market?19:31 - How will the secular shift change markets?21:25 - The end of overperformance of growth stocks?24:15 - Another down year for 60 - 40 portfolio25:50 - Diversifying portfolio into real assets26:55 - Which assets to perform during this period?28:40 - One message to takeaway from our conversation?Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.Jesse Felder - Felder Report - https://thefelderreport.com/Twitter - https://twitter.com/jessefelderWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In this rewind episode, Clay Finck chats with Tom Botica about what it means to invest with a margin of safety, Seritage Growth Properties, and much more!Tom is a value investor and studies superinvestors such as Warren Buffett, Charlie Munger, Mohnish Pabrai, Guy Spier, and many others.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro02:44 - What investors should keep in mind during a market correction.11:10 - Why investing checklists can be useful for value investors.16:46 - The case for individual stock pickers outperforming the market indices.28:11 - What Seritage Growth Properties does and why it's potentially a compelling investment.36:37 - Why Seritage is trading at what appears to be well below it's liquidation value.36:37 - The potential risks investing in Seritage.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Tom's YouTube Channel.Check out Tom's Podcast.Check out the Punchcard Investing YouTube Channel.Related Episode: Listen to MI131: Richer, Wiser, Happier, w/ William Green, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn from the world's best minds - anytime, anywhere, and at your own pace with Masterclass. Get 15% off an annual membership today.Have the visibility and control you need to make better decisions faster with NetSuite's cloud financial system. Plus, take advantage of their unprecedented financing offer today - defer payments of a full NetSuite implementation. That's no payment and no interest for six months!Protect and optimize your wealth with Money Pickle - whether you're seeking advice on retirement planning, optimizing your 401k, navigating inheritances, or any other financial matter.Your home might be worth more than you think. Earn extra money today with Airbnb.Support our free podcast by supporting our sponsors.Connect with Tom: YouTube | Twitter Connect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den vermeintlichen Bluff der Saudis, den Lululemon-Effekt und das Stühlerücken im MDax. Außerdem geht es um Adidas, Puma, Evotec, Shop Apotheke, Krones, Software AG, Adtran Holding, Aroundtown, ProSiebenSat.1, Siltronic, United Internet, Apple, Meta, Microsoft, Alphabet, Hannover Rück, Münchener Rück, Allianz, Infineon, Sartorius, Deutsche Börse, SFC Energy, BionTech, Wilde-13-Zertifikat (WKN: UW4BG2), Carbios, SocGen Unlimited Trackerzertifikat auf CO2 Emissionsrechte (WKN: CU3RPS), SocGen FaktL O.End Carb.Fut Hebel2 (WKN: SB3T89), Aker Carbon Capture, XTPL (WKN: A2DYT9). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Tom welcomes back, Jesse Felder. Jesse is the founder, editor, and publisher of The Felder Report. He discusses how Federal policy aimed to create a wealth effect through printing money, yet it has only generated bubbles and the illusion of growth. He goes on to explain that the more money a country prints, the less attractive that currency becomes to other countries. We have reached a point where the Fed has to intervene and continue to monetize the debt, and the FDIC has stated they will cover all depositors, raising questions of moral hazard. Jesse believes we are heading for a hard landing in the second half of this year. In addition, an article from the Financial Times pointed out that the United States fiscal status is now similar to that of Greece and Italy due to their increasing unfunded liabilities and pension obligations. Jesse emphasizes that precious metals are the only asset class that has historic precedent of preserving value in crisis and warns that investors are currently drastically under invested in this sector. He believes that investor demand could go through the roof and that it appears to be setting up for such a run. Time Stamp References:0:00 - Introduction0:33 - MMT & Fed Wealth Effects4:14 - GDP & M2 Spiral8:58 - Foreign Dollar Demand11:45 - Fed & Confidence15:47 - Banks & Interventions21:06 - The Feds Toolbox?25:05 - Treasury Turbulence28:26 - Liquidity, Rates, Energy31:23 - Dollar & Liabilities34:05 - Bad Fiscal Status40:35 - Gold & Inflation43:40 - Inflation Protection46:45 - Hard Landing & Inflation52:06 - A.I. & Disinformation54:54 - Wrap Up Talking Points From This Episode The Fed has been printing money for years, creating asset bubbles and artificial growth.U.S. fiscal status is now similar to Greece and Italy, with record deficits and unfunded liabilities.Precious metals could be the only asset class that holds its value in a crisis. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.If you want to let Alec or Bryce know what you think of an episode, contact them here. Stay engaged with the Equity Mates community by joining our forum. We've got some exciting news to share - Equity Mates has just launched three brand new t-shirt designs! Whether you're a seasoned investor or just getting started, these t-shirts are the perfect way to show off your passion for Equity Mates. Choose from our classic embroidered Equity Mates logo, our iconic FinFest Unicorn logo, or our retro old school bull logo - there's something for everyone. They're available for pre-order right now! The first 50 pre-orders will receive a FREE Equity Mates Tote bag - so head to EquityMates.com/Shop to pre-order your favorite t-shirt design and snag a free tote bag before they're all gone.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

BIO: After starting his career at Bear Stearns and then co-founding a multi-billion-dollar hedge fund firm, Jesse Felder left Wall Street to focus his energies on research and writing. Today he publishes The Felder Report and hosts the Superinvestors podcast.STORY: Jesse found a cigar butt stock that was cheap and performed extraordinarily well in just a few months after he took a pretty sizable position. A friend convinced him to hold the stock long-term instead of short-term as he had planned. Government legislation affected the business, and Jesse lost about 50% of his investment.LEARNING: Don't rationalize a bad trade; get out. Be very careful when you're in a situation that's being primed by the government. “When you're in a situation that's not working out as you would hope, rather than dig the hole deeper, move on and find something different.”Jesse Felder Guest profileAfter starting his career at Bear Stearns and then co-founding a multi-billion-dollar hedge fund firm, Jesse Felder left Wall Street to focus his energies on research and writing. Today he publishes The Felder Report and hosts the Superinvestors podcast.Worst investment everAbout 10 years ago, Jesse came across an idea that seemed to tick all the boxes for a cheap stock. It looked really compelling. The company was Corinthian College, a for-profit college in the US. The company was a reputable business and had excellent profit margins. The stock was trading about three times the cash flow.From a technical standpoint, the stock seemed like it would turn around positively, so Jesse took a pretty sizable position. The stock did nothing for the next couple of months. However, it took off the following year and doubled in a very short period. In fact, it went 150-200% up. All along, Jesse knew this was a cigar butt stock, and the plan was to hold it short-term.One of Jesse's friends, whom he was managing money for at the time, called him and said he'd never owned a stock that performed so well in such a short period. The friend asked Jesse to hold the stock for at least a year. Initially, Jesse wanted to take the profits. After his friend's call, he rationalized why he should keep it longer. Jesse held on to it and kept monitoring it.As time passed, it became clear that the Obama administration would limit for-profit colleges' ability to offer government-subsidized student loans. This was essentially a death knell for these companies. If their students couldn't get debt financing to pay tuition, they would go out of business because that was 90% of the people borrowing money to pay tuition. Jesse naively thought there was no way the government would put an entire industry segment out of business.Jesse kept holding on to the stock and reinvested all of the gains. The stock went down about 50% below Jesse's purchase price. He finally sold the stock before the company went out of business. This ended up being one of the worst losses that Jesse has taken as an investor.Lessons learnedDon't let your thesis migrate. You need to remember why you bought something and always ask yourself if it's working out how you anticipated it.Don't rationalize a lousy trade; get out.Never underestimate the government's willingness to put an entire industry out of business if it serves a political or economic purpose.Ego has no place in investing. It can be very...

Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger. 05:10 - Why having a margin of safety is key to their investment process. 09:36 - The four principles of Warren Buffett's investing strategy. 13:14 - The different types of moats companies can have. 13:14 - How to assess whether a company has a sustainable moat. 33:42 - The key steps of valuing a company the Warren Buffett way. 33:42 - Why Buffett prefers to look at owners earnings as a valuation metric. 37:31 - What qualities and quantitative factors would indicate that a company has good management? 43:39 - How companies get on their radar.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESCheck out: Investing Mastermind Podcast.Check out Michelle's Youtube.Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca'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.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tom welcomes back Jesse Felder. Jessie is the founder, editor, and publisher of The Felder Report. Jesse discusses the various reasons people get involved in markets, and why it's not always money. It's remarkable how well financial magazine covers like Bloomberg tend to signal a reversal. Recently, Bloomberg posted a cover with the unstoppable dollar, that aged well. These types of indicator are indicative of extremes. The rising dollar is driven by hawkish Fed policy, raising rates over a short-term period. The market has priced in smaller hikes over the next few months. The Fed may surprise to the dovish side due to a deteriorating economy. The Fed has trained the markets to expect them to come running to the rescue. Now they seem to have flipped to the opposite policy. The markets also know that the Fed can't afford another massive asset price bust. Jay Powell can't do what Paul Volcker did without creating a debt spiral. A strong dollar, higher interest rates, and surging oil prices is a clear leading indicator that a recession is coming. With the Fed printing a lot of new money recently, bond markets have become divorced from reality. Economic factors should drive bond prices, but supply and demand dynamics for bonds is becoming problematic. The debt has become so large that perhaps bonds no longer serve the role they once did. He explains why the number of passive investors makes for incredible possibilities for value investors. Jesse believes the commodity markets will continue to outperform for a considerable period. Sectors that have been starved of capital are likely to outperform in coming years. Most investors have completely lost interest in the mining sector and gold. He shows an interesting chart of where gold prices could head from here based on past performance. Gold is quite cheap relative to the price of oil. Be diversified and hedge your bets because we are in unprecedented times. Time Stamp References:0:00 - Introduction0:46 - History Vs. Human Nature4:00 - Dollar Euphoria & Sentiment8:35 - Dollar Path Forward15:50 - Fed Policy & Inflation22:42 - PPI Chart & Recession25:00 - Rate Hikes27:07 - Bond Vigilantes31:03 - Mortgage Applications34:06 - Cycles & Value Investing38:49 - Resource Underinvestment44:15 - Gold Sector Outlook47:40 - Gold Vs. Oil Ratio48:20 - Gold Vs. Stocks52:35 - Dollar Sentiment Shift?55:05 - Debt Challenges & MMT57:56 - Debt Spiral Risk59:19 - Wrap Up Talking Points From This Episode Sentiment and the alternate reasons why investors get involved in markets.The Fed has trained investor's to believe they will always intervene.Distortions in the bond markets have broken economic reality.Why value investing has great potential. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter, his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

IN THIS EPISODE, YOU'LL LEARN:02:41 - How David started Carlyle Group and grew it to be one of the world's largest private equity firms. 06:51 - What markets and sectors David thinks are most attractive to invest in right now. 18:05 - David's greatest learnings from studying other superinvestors' strategies. 18:05 - What do the world's most successful investors have in common?40:00 - What David thinks it takes to become a great investor. 42:51 - What mistakes retail investors make when trying to emulate superinvestors' strategies.44:26 - What are the biggest challenges retail investors face today?And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESGet David's book: How to Invest: Masters on the Craft. Check out: The David Rubenstein Show: Peer-to-Peer Conversations. Check out: Carlyle Group. Related Episode: Studying SuperInvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica - MI148. NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Support our free podcast by supporting our sponsors. Connect with Rebecca: Twitter | InstagramConnect with David: Twitter | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we discuss what the big name investors were buying in Q2 of 2022. We cover names such as Buffett, Spier, Pabrai, Ackman, Burry and more! The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.

For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun Valley, Idaho where we discussed much of the framework that makes up the foundation of Kiril's research and investment process. In this conversation, he shares how he applies this framework to the inflation debate and the most meaningful conclusions he has reached as a result of this process. Moreover, Kiril explains what it all means for the economy, markets and individual investors. For notes and links related to this conversation visit TheFelderReport.com.

IN THIS EPISODE, YOU'LL LEARN: 02:44 - What investors should keep in mind during a market correction.11:10 - Why investing checklists can be useful for value investors.20:46 - The case for individual stock pickers outperforming the market indices.28:11 - What Seritage Growth Properties does and why it's potentially a compelling investment.40:37 - Why Seritage is trading at what appears to be well below it's liquidation value.44:14 - The potential risks investing in Seritage.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESEnter the Millennial Investing Giveaway here.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Check out Tom's YouTube Channel.Check out Tom's Podcast.Check out the Punchcard Investing YouTube Channel.Related Episode: MI131: Richer, Wiser, Happier, w/ William Green.Check out our Investing Starter Packs about business and finance.Are you a looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners.Support our free podcast by supporting our sponsors. Don't let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month!Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!Take your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code mi120 to get $120 off over your first 5 weeks of meals.Join Commonstock's community of engaged investors to access exclusive financial data, follow and chat with fellow investors, get alerts when friends buy or sell, and make trades directly through the platform.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalProvide future financial protection to the people who matter most to you with the help of TD Term Life Insurance. Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.The interval fund, a breakthrough innovation. Only at Mackenzie.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Read this episode's transcript and full show notes on our website.Connect with Tom: YouTube | Twitter 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.

Tom welcomes Jesse Felder. Jessie is the founder, editor, and publisher of The Felder Report. Jesse explains Warren Buffets' metrics for measuring the size of the overall equity markets. Markets are currently thirty to forty percent higher when compared to that of the Dot.Com bubble. Equities have never been this highly valued relative to the overall economy. Jesse explains how the Hindenberg Omen acts as an indicator for a market top and that a reversal appears likely. The smartest of the smart money appears to be exiting the market. Investors should be relatively cautious. The Fed is looking to reverse monetary policy and that could bring a real risk of a bear market. Investors are overly complacent. Jesse notes that some sectors are completely overlooked and undervalued. Investors are ignoring brick and mortar companies. In a correction, we could begin seeing rotation of funds to these other sectors. When a large correction occurs there will likely be a point where the Fed will intervene. That point is probably when the Fed forecasts direct damage to the economy. A big drop in markets can have quite a psychological impact on spending by the public. Copper acts as a leading indicator for inflation and has been signaling rising inflation for over a year. Should copper stop consolidating and break out to the upside again in a dramatic way would be a clear sign of loss of control by the Fed and of further inflation. Energy is also likely to move higher while creating further inflationary pressure. Fossil fuels are certainly going to be necessary for the foreseeable future. Should the dollar reverse course both energy and gold would likely move much higher. Many energy equities continue to be incredibly cheap. So far the Fed has done nothing in terms of following up on their plans. He says, "For those of us that are willing to put some thought into our trades there exists tremendous opportunity." Lastly, Jesse discusses the value of structural momentum analysis. Time Stamp References:0:00 - Introduction0:36 - Equity Valuations4:14 - Hidenberg Omens8:39 - Fed & Correction11:32 - Complacency & Risk13:49 - Sector Rotation16:40 - Powell Pivot Point18:13 - Wealth Effects20:19 - Dr. Copper & Inflation26:45 - Energy & Input Costs29:35 - Energy & Equities31:32 - Growth To Value?34:40 - Gold & The Fed37:40 - Dollar Strength39:00 - Inflation Hedges44:20 - Michael Oliver49:08 - Sell-Side Discipline51:55 - Wrap Up Talking Points From This Episode Measuring the size and valuations of the equity markets.Equity risks and how will the Fed react.Copper continues to signal further inflation.Momentum analysis and benefits of using sell-side discipline. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Article: https://thefelderreport.com/2022/01/19/dr-copper-will-be-the-feds-arbiter-of-inflation-truth/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

Description: [podcast_subscribe id="111"] US (source: https://dataroma.com ) Bill Ackman Charlie Munger Guy Spier Howard Marks Li Lu Mohnish Pabrai Michael Burry Warren Buffett India (source: https://trendlyne.com/portfolio/superstar-shareholders/index/ ) Radhakrishna Damani Rakesh Jhunjhunwala Dolly Khanna Sachin Bansal Sunil Singhania Mohnish Pabrai Previous Episode On 13F: https://coldbrew.money/47-what-are-the-billionaires-and-guru-investors-buying/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Cold Brew Money Resources: https://coldbrew.money/repository/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit's Newsletter: https://atitkothari.substack.com/ Tapan's Newsletter: https://tapandesai.substack.com/ Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cold-brew-money/message

Thanks to Sharesight for sponsoring this episode! 4 Months FREE of Sharesight Portfolio Tracking http://bit.ly/sharesight-younginvestors In this week's episode, we have Investing with Tom back on the podcast! We discuss all the latest trades by the world's biggest investors including Charlie Munger, Warren Buffett, Nick Sleep, Mohnish Pabrai, Guy Spier and more!  Submit your audio clips: younginvestorspodcast@gmail.com The Young Investors Podcast explores the ideas of Value Investing, ideas that that were originally formed by successful investors such as Ben Graham, Warren Buffett and Charlie Munger. The show is run by two young Australian investors; Hamish Hodder and Brandon van der Kolk, who both run their own investing related YouTube channels.

The Superinvestors of Graham And Doddsville By Warren Buffett is a must read article for every aspiring enterprising investor. Buffett explains in one short article what is it that he does, how he invests and leaves it up to you to see whether what Warren Buffett does is something you can do. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD

00:00:25 How Jesse has redefined ‘value investing’ for himself?00:04:20 How momentum and trend investing has become so strong? Are contrarian investors able to tae advantage of the short cycles?00:07:43 Is the ‘Fed put’ real? Can we slowly depreciate out of the current mania?00:12:01 Are inflation expectations really rising? Is asset allocation broken?00:28:10 Is energy a good investment short term / long term?00:31:52 How Jesse deals with finding a catalyst for his investments?00:37:12 Jesse’s take on crypto currencies? Will a crypto mania create real economic growth?00:47:13 How does the financial industry cope with the enormous amount of disruption? Have hedge funds outsourced their thinking to algorithms?00:59:30 How humans will have to adopt to increasing complexity to stay ahead of AI in the financial industry?01:01:32 Are ‘Hedge Funds’ still able to build ‘money machines’?01:08:32 Will the dollar as the reserve currency survive the next 20 years? You may watch this episode in Youtube – #83 Jesse Felder (The state of the US economic malaise). Jesse Felder publishes the The Felder Report and also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. Big Thanks to our Sponsors! ExpressVPN – Claim back your Internet privacy for less than $10 a month! Mighty Travels Premium – incredible airfare and hotel deals – so everyone can afford to fly Business Class and book 5 Star Hotels! Sign up for free! Divvy – get business credit without a personal guarantee and 21st century spend management plus earn 7x rewards on restaurants & more. Get started for free! Brex – get a business account, a credit card, spend management & convertible rewards for every dollar you spend. Plus now earn $250 just for signing up (Terms & Conditions apply).

Is the manipulation of markets by the Federal Reserve sealing the fate for a coming paradigm shift or market crash? Jesse Felder uses his market analysis and macro economic framework to guide us into a whole new world of financial literacy. Jesse joins us after years at Bear, Stearns & Co, founder of a multi-billion-dollar hedge fund and now the publisher of the Felder Report and Host of Superinvestors & the Art of Worldly Wisdom Podcast The Empire's New Clothes is a Podcast & YouTube series examining the cyclical forces that make and break empires. We’ll try to answer the big questions of how we got here as a society and tease out what’s coming next. Episodes drop every Monday. www.theempiresclothes.com https://open.spotify.com/show/0006eX0RIlaP8d4QeC4vlsP006 https://twitter.com/EmpiresClothes https://www.facebook.com/empiresclothes https://www.instagram.com/empires_clothes/ https://www.linkedin.com/company/the-empires-new-clothes/about/

On this episode Mitchell and Jake discuss cloning the superinvestors for investment ideas. 

On today's show, Jason introduces the Superinvestor Sip, he talks about the new Scuttlebutt series on the website, he covers the recent tech drop and shares his plans with Apple, and then he talks about his new investment in Discovery (DISCA) and why he thinks it's a high uncertainty, low-risk situation.The Superinvestors of Graham-and-Doddsville by Warren E. Buffett - https://www8.gsb.columbia.edu/sites/valueinvesting/files/files/Buffett1984.pdfScuttlebutt - https://afterdinnerinvestor.com/category/scuttlebutt/John Malone interview - https://youtu.be/HIM71DNF08kDavid Zaslav interview - https://youtu.be/XOL4sT6ok-oThe Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success - https://amzn.to/3m7Nyh8

If you want to be a successful investor, then naturally you need to take a position on future events. Yet making predictions is difficult, especially when they are about the future! Some of the points we cover in this episode include: -The history of some very wrong predictions -The problem with ‘expert predictions' on the economy and markets -Prediction biases: recency bias and priming -How can you be a better predictor? -Can the crowd ever be wise? -The Superinvestors of Graham and Doddsville Books mentioned: The Wisdom of Crowds, James Surowiecki Superforecasting: The Art of Science of Prediction, Philip Tetlock Thinking Fast and Slow, Daniel Kahneman The Base Rate Book: Integrating the Past to Better Anticipate the Future, Michael Mauboussin The Black Swan, Nassim Nicholas Taleb The Superinvestors or Graham and Doddsville, Warren Buffett, Hermes Magazine, Columbia Business School Thanks for listening! Download a free chapter from our book 'Low Rates, High Returns' https://www.lowrateshighreturns.com/podcast Pete Wargent https://www.petewargent.com/ https://www.linkedin.com/in/pete-wargent-37228322/ Stephen Moriarty https://twitter.com/SGM63

Oggi parlo di alcune regole semplici e guardo a quanti superinvestors ci sono nel mondo nel sito Dataroma.comMusica sottofondo e finale: Lie in the Sun artist: Orkas

We're joined by two young value investors, Jackson Lee and Ricky Yeo from the Sydney Superinvestors meetup, who talk about how they manage their portfolios and what they consider to be their hot tips of good value stocks.

Hoy estamos de celebración en el programa de Casting Strategies de Zonavalue Club, ya que tenemos a un invitado muy especial: El famoso gestor de fondos americano Jesse Felder. En nuestra misión de rodearnos con los mejores inversores del mundo para compartir experiencias y seguir aprendiendo, hoy conversamos por videoconferencia con Jesse Felder en una interesante sesión de inversión, donde entre otras cosas, hablamos sobre cómo ve el panorama actual en los mercados. Jesse ha estado administrando dinero por más de 20 años. Comenzó su carrera profesional en Bear Stearns & Co. y luego cofundó una firma de fondos de cobertura multimillonaria con sede en Santa Mónica, California. Desde la fundación de The Felder Report en 2005, su escrito ha aparecido en muchas publicaciones financieras importantes como The Wall Street Journal, Barron's, The Huffington Post, MarketWatch, Yahoo! Finance, Business Insider, Investing.com, Seeking Alpha y más. Jesse también presenta y produce el podcast Superinvestors and the Art of Worldly Wisdom. Web http://bit.ly/2S6eRJV Facebook http://bit.ly/2S1Ss0a Twitter http://bit.ly/2S0ykf3 Instagram http://bit.ly/2RZy3ca

Our guest on the podcast this week is Charles de Vaulx. De Vaulx is chief investment officer and portfolio manager at International Value Advisers, where he is also a partner. With his colleague Chuck de Lardemelle, de Vaulx manages the IVA International and IVA Worldwide strategies. Before joining IVA in 2008, de Vaulx had been the portfolio manager of First Eagle Global, First Eagle Overseas, First Eagle U.S. Value, and First Eagle Variable. For his accomplishments, Morningstar has recognized de Vaulx several times in the past, awarding him and his comanager our International-Stock Manager of the Year Award in 2001 and nominating them for the same award in 2006. De Vaulx began his career at Societe Generale Bank as a credit analyst in 1985. He graduated from the Ecole Superieure de Commerce de Rouen and holds the French equivalent of a master's degree in finance.BackgroundCharles de Vaulx bioCharles de Lardemelle bioIVA Worldwide IVWIX IVA International IVIOX ReferencesModern monetary theory (MMT) definitionHerfindahl-Hirschman Index (HHI) definitionCreative destruction definitionA History of Interest Rates, by Sidney Homer and Richard Sylla; 2007"The Irresistible Charm of the Family Factor," by Credit Suisse, Sept. 27, 2017Jean-Marie Eveillard bio"The Superinvestors of Graham-and -Doddsville," by Warren Buffett, Columbia Business School, May 17, 1984Berkshire Hathaway 2013 shareholder letter, Page 20Edward O. Thorp bioSuperforecasting: The Art and Science of Prediction, by Philip E. Tetlock and Dan Gardner, 2016

The Jelly Donut Podcast #4 with Jesse Felder was recorded on October 21, 2019. Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding The Felder Report in 2005 his writing has been featured in many major finance publications including, The Wall Street Journal, Barron's, The Huffington Post, MarketWatch, Yahoo!Finance, Business Insider, Investing.com, Seeking Alpha and more. Jesse also hosts and produces the "Superinvestors and the Art of Worldly Wisdom" podcast. Today he lives in Bend, Oregon with his wife and two kids. https://thefelderreport.com/ https://thefelderreport.com/podcast/ https://twitter.com/jessefelder --- Support this podcast: https://anchor.fm/jellydonutpodcast/support

In this installment of "In The Arena," host Daryl Jones is joined by Jesse Felder, publisher of The Felder Report and host of the Superinvestors podcast.Daryl and Jesse dig deep into several interesting and timely investing topics including:The backlash against Big Tech and how that’s broadened to target American-style CapitalismDeglobalization and the risk of inflationThe "Trade war" masking a global tech arms raceCurrent investable themes and favorite stock ideas

Episode 020. Di episode ini kita diskusi tentang epilog The Intelligent Investor dan juga diskusi soal investor-investor super dari Kampung Intelektual Graham dan Dodd.

Announcer:                        00:00                     You’re tuned in to the Investing for Beginners podcast. Finally, step by step premium investment guidance for beginners led by Andrew and Dave to decode industry jargon, silence crippling confusion, and help you overcome emotions by looking at the numbers, your path to financial freedom starts now. Dave:                                    00:36                     Welcome to podcast episode […] The post IFB86: Graham and Doddsville Superinvestors + An Announcement appeared first on Investing for Beginners 101.

Buffett a toujours été un investisseur très concentré... dans les deux sens du terme! Comme promis, voici le lien vers le "Portfolio tracker" de CNBC : https://goo.gl/DNBswU Le lien vers le livre de Robert Hagstrom : https://goo.gl/2adcVY Et finalement le lien vers l'article des Superinvestors of Graham and Doddsville : https://goo.gl/nXPJvu

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom returns to Adventures in Finance with some words of caution as he sees signs that both public opinion and the companies’ own performance are beginning to turn Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest on the show today is Dr Matthew Partridge, author of Superinvestors: Lessons from the greatest investors in history. Superinvestors lays bare the investing secrets of legendary investors - from early 20th-century figures such as Benjamin Graham and John Maynard Keynes, through to more modern names such as Anthony Bolton and Warren Buffett.  Matthew selected the investors featured in Superinvestors based on a variety of criteria, including their investing excellence, the different ways in which they have made money - and above all for what they can teach individual investors.  Matthew is an experienced financial journalist, as a senior writer for MoneyWeek magazine, Britain's biggest-selling personal finance weekly.  A trained historian, Matthew did a degree in economics and history at the University of Durham, before doing a master's and a doctorate in economic history at the London School of Economics.  He has taught at Goldsmiths, University of London, as well as spending time at various investment banks and a well-known economics consultancy. Here's my conversation with Matthew Partridge, in episode 237 of Informed Choice Radio.

This episode is an introduction to Jesse Felder and his podcast, Superinvestors and the Art of Worldly Wisdom. Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding The Felder Report in 2005 his writing has been featured in many major finance publications like The Wall Street Journal, Barron's, The Huffington Post, MarketWatch, Yahoo!Finance, Business Insider, Investing.com, Seeking Alpha and more. Today he lives in Bend, Oregon with his wife and two kids. Superinvestors and the Art of Worldly Wisdom is a new journey for Jesse in an effort to better understand the commonalities among the greatest investors in the world and also what makes them unique. Visit TheFelderReport.com for more information including notes and links related to this episode.