Podcasts about Value investing

In this episode, we talk a pay homage to Will's mentor by focusing on value and discipline, two things very much out of favor in the market at present. It is easy to see why as in the wake of five consecutive months of market gains, statistically the odds favor further appreciation. Moreover, even though valuations are high, historically valuation has proven a sub-optimal timing tool as it relates to near-term returns. With the Fed now more inclined to look more at weakening employment versus inflation, accommodative monetary policy seems supportive of valuation even at these elevated levels. In terms of what has been working recently, it is a strange combination of the largest technology stocks, which are now involved in myriad deals reminiscent of the late 1990s in terms of vendor financing and capital spending, and speculative retail favorites, many of which have no revenue, much less positive earnings. We still find opportunities and lower valuations among smaller and mid-cap stocks, especially those that are higher quality. However, since 2010, we have seen two very different markets. In the wake of the financials crisis, from August 2010 through August 2010, high quality stocks outperformed low-quality stocks by a factor of almost 3x. However, since that time, low quality stocks are up 140% versus high quality gaining only half that much. Retail investor speculation and the gamification of “investing” are contributing factors.   We also discuss the challenge facing consumers in terms of housing affordability, especially as the lower and middle income cohorts experiencing declining wage growth . To simply return to pre-Covid levels, it would take one of three things, or a combination thereof: Home prices fall 38%. Incomes to rise 60%. Mortgage rates to decline to 2.35%. With the first two seemingly unlikely, can the Fed get there with rate cuts, or is some form of yield curve control required.   We are hoping for a Red October on the baseball diamond but not in the market, but only time will tell. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

En un mundo de inflación persistente y deuda récord conversar con Juanma Rodríguez (Impassive Wealth) es un antídoto contra el ruido. En este episodio repasamos sus aprendizajes: de la burbuja puntocom a 2008, del Club de los Impasibles al fondo Impassive Wealth, por qué en 2022 no tenían bonos, cómo gestiona los sesgos y por qué el nuevo fondo Impassive Growth es el “hermano rebelde”. Arquitecto de formación, Juanma explica cómo pasó de la crisis de 2008 a meterse en el mundo de la inversión y crear el “algoritmo impasible”, un sistema matemático que usa la liquidez como amortiguador del riesgo para comprar más barato y vender más caro que la posición media. Hablamos de sus dos “motores”: una cartera permanente global y diversificada y una cartera temporal que aplica momentum para aprovechar tendencias, todo con bajo coste y disciplina férrea.- Descubre MyPortfolio, la nueva herramienta de gestión de carteras de Rankia aquí: http://myportfolio.rankia.com/- Si estás buscando hipoteca o cambiar la que tienes, en Rankia Hipotecas te asesoramos de forma gratuita: https://www.rankia.com/hipotecasIndice de temas00:50 - Introducción: De arquitecto a gestor de inversiones.01:51 - Primera experiencia como inversor: la burbuja de las punto com03:05 - El impacto de la crisis de 2008 en su empresa de arquitectura.7:30 - La transición a la inversión8:50 - Descubrimiento de dos filosofías: el Value Investing y la inversión indexada.10:29 - Búsqueda de un sistema matemático para gestionar el riesgo.16:44 - Creación de un club de inversión 18:25 - Fondo Impassive Wealth 24:50 - Dos "motores": cartera permanente y temporal45:00 - Afrontando el 2022: por qué no tenían renta fija48:16 - Cartera personal de inversiones51:10 - Nuevo fondo "Impassive Growth"01:07:00 - Inversión temática frente a índices globales.01:14:00 - Un poco de endeudamiento en un mundo de dinero roto01:15:45 - Cómo gestionar los sesgos cognitivos.01:27:00 - Opinión sobre la Cartera Permanente01:29:20 - Recomendaciones para un inversor a largo plazo01:34:46 - Opinión sobre invertir en vivienda01:38:02 - El papel de la Inteligencia Artificial como herramienta para invertir.01:40:40 - Lecturas recomendadasMás info con enlaces a los contenidos comentados en mi blog en Rankia:https://www.rankia.com/blog/such/6999345-107-sobrevivir-dinero-roto-estrategia-impasible-juanma-rodriguez

Mike Armstrong and Marc Fandetti discuss how Argentina's Javier Milei lost the markets and is turning to the US. Are H1B visas crucial to American productivity? Stocks are expensive. Does earnings growth mean that doesn't matter? Is the age of value investing over? Regional US casinos cash in as gamblers shun prices Vegas trips.

Find me on Substack: https://bogumilbaranowski.substack.com/Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Morgan, Merrill Lynch, and Deutsche Bank who uniquely combines traditional value investing principles with sustainable investing practices.3:00 - Oliver's German Mittelstand upbringing shaped his relationship with money; parents bought house, rising interest rates created financial strain, taught him value of careful planning6:00 - First jobs at 15: wastewater treatment plant to buy Hi-Fi system, construction work for interrail trip through Europe - learned physical value of earning money9:00 - Deutsche Bank apprenticeship sparked passion for investing; mandatory social service with elderly taught him "wealth is not just about money, but dignity, time, empathy"12:00 - Move to Mauritius in 2014 driven by work-life balance: "When I left house she was sleeping, when I came home she was sleeping" - needed presence as father18:00 - Key influences: Hungarian investor Kostolani's encouragement, Aswath Damodaran's valuation course, Paul Polman's stakeholder capitalism vision25:00 - Sustainable value investing philosophy: Start with quality financials, add responsibility filter, then seek margin of safety - "responsibility as source of returns, not constraint"35:00 - Crisis lessons from dot-com, 2008, COVID: "When narrative drifts from fundamentals, gravity always wins" - reinforced belief in simplicity over financial engineering50:00 - Tai Chi principles mirror investing: true power comes from stillness and patience, explosive "Fajin" moments when opportunity appearsIf this post resonated with you, take a moment, and please share it with anyone in your network who might find it valuable too—this Substack grows entirely through word of mouth from readers like you. Thank you so much!Subscribe nowBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.EPISODE NOTESPodcast Program – Disclosure Statement

Do you feel like the stock market is a game rigged against everyday people? Maybe you've tried dabbling in stocks, only to be overwhelmed with emotions, paralyzed by indecision, or burned by losses. Why do some investors consistently win while most struggle to even get started? And what if the key to building wealth isn't luck—or insider knowledge—but a proven system that takes the guesswork out of investing?Enter Sean Tepper. Sean is the Founder and CEO of Tykr, a platform empowering over 12,000 customers across 50+ countries to confidently navigate the stock market. His journey reflects a deep understanding of both business and investment, honed over 20+ years in the corporate world and 15+ years dedicated to building wealth. He built and successfully merged a thriving agency in the 2000s, followed by a decade (2011–2023) as a highly sought-after project management consultant for industry giants like GE, Kohler, Kohl's, and Direct Supply.What makes Sean unique is not just his experience, but his passion for making financial literacy accessible to all. In 2016, he created a simple Excel-based investment tool that generated over 15% returns for himself. By 2020, he transformed it into Tykr, a sophisticated yet user-friendly software platform designed to take emotions out of investing and empower people to grow wealth with confidence.In this episode, Sean shares how he went from corporate consultant to entrepreneur, why most traders fail while investors succeed, and the principles behind Tykr that can help you achieve greater financial freedom—and a more fulfilling life.Quotes:“People really want more than anything, and you hit on the word, which is confidence—they want the ability to know what stocks to look for, what to avoid. It's literally the rest your head on your pillow at night and sleep better than you ever had before.”“Let us not become weary in doing good, because at the right time, you will reap a harvest if you don't give up. If you're providing value and there are people that are verbally saying thank you, or like you're seeing people that are getting results, but you've got no fruit out of it—not yet—keep doing it.”“It's the little steps. There's too many people set like, these massive goals, and then if they don't hit it, they're disappointed and disappointed stop. It's the little steps, that's what you want to chip away at.”Key Takeaways:Invest, don't trade → Ask yourself: are you trying to “get rich quick” by trading, or building long-term wealth through disciplined investing? 99% of traders lose money—investors win by letting their money work for them.Focus beats diversification (at first) → Instead of spreading thin across dozens of stocks, concentrate on 10–15 strong businesses if you're in growth mode. Diversification is for wealth protection later, not wealth building now.Use math, not emotions → Before making your next investment move, ask: Am I reacting emotionally, or am I following a proven system? Building confidence starts by trusting data over feelings.ConclusionSean Tepper proves that investing doesn't have to be overwhelming, emotional, or reserved for Wall Street insiders. With the right system, the right mindset, and a commitment to values, anyone can build wealth and confidence in the stock market. His journey with Tykr is a reminder that financial literacy is not just about numbers—it's about empowerment, freedom, and creating a life of greater impact.If you've been waiting for the “perfect time” to start investing, this episode shows you that the best time is now—and that you don't have to do it alone.

Understanding Value Investing Strategies and Market Valuations In this comprehensive episode of The Tom Dupree Show, experienced Kentucky financial advisor Tom Dupree and Mike Johnson explore the fundamental principles of […] The post Understanding Value Investing Strategies and Market Valuations appeared first on Dupree Financial.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. The Investment Philosophers: Financial Lessons from the Great Thinkers by Ethan A. Everett: https://amzn.to/45S4rnmSee our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Matt McLennan, Co-Head of Global Value Investing at First Eagle Investments, joins Bilal Little, Director of Exchange Traded Products at the NYSE, to share his path from Australia and Goldman Sachs to leading one of the industry's most respected value teams. He discusses First Eagle's philosophy of resilient wealth creation, with an emphasis on capital preservation, scarcity-driven opportunities, and real assets. McLennan also explores today's challenging macro backdrop of inflation, debt, and geopolitical risk, and why gold remains a critical hedge.

Aswath - The Value Investing Professor - Narrative StrategyStock investing strategies.#stocks #stockmarket

The UK Investor Magazine was thrilled to be joined by Kartik Kumar, Portfolio Manager of Aurora UK Alpha, to discuss the investment trust and its distinctive approach to UK equity investing.Find out more about Aurora UK Alpha here.In this episode, listeners will learn how Aurora applies time-tested investment principles from legends such as Warren Buffett and Charlie Munger to identify undervalued opportunities in the UK market.The discussion explores why Aurora sees compelling value in UK-listed companies, particularly those with domestic-focused business models that many investors are overlooking. You'll learn about their rigorous research methodology for evaluating consumer-facing businesses and gain insights into their concentrated portfolio approach.Hear detailed case studies of key holdings, including why Barratt Redrow stands out in the competitive homebuilding sector and the strategic thinking behind Phoenix's unusual takeover of funeral services provider Dignity. Kartik also discusses their patient investment philosophy – including their “propensity to do nothing” – and whether market volatility in 2025 prompted any new investment actions.The conversation concludes with their compelling case for why investors should consider Aurora UK Alpha in their portfolios, plus book recommendations for anyone interested in deepening their investment knowledge. Hosted on Acast. See acast.com/privacy for more information.

Bienvenidos a Salud Financiera. Un programa diario dónde puedes aprender y preguntar sobre finanzas personales y mercados financieros.En este episodio #361 analizamos el fondo Ranmore Global Equity, un fondo de value investing desconocido en España pero con un trackrecord y con una filosofía de calidad Apoya al podcast siendo Patreon: https://www.patreon.com/c/SaludFinanciera645No te pierdas nada de nuestra comunidad: https://linktr.ee/misaludfinancieraCurso de ETFs disponible en https://hotmart.com/es/marketplace/productos/de-cero-a-inversor-en-etfs/U91482169YCurso de Fondos disponible en https://hotmart.com/es/marketplace/productos/de-cero-a-inversor-en-fondos/O93564337IPuedes enviar tus preguntas al email preguntas.saludfinanciera@gmail.com o el teléfono 614239639.Enlaces de interéshttps://saludfinanciera.substack.com/p/analisis-ranmore-global-equityColaboradores del PodcastIndexa Capital: https://bit.ly/indexacapitalsaludfinancieraIronIA Tech: https://bit.ly/ironiatechfondos

U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performanceAI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting mostSector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcareDiversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returnsPortfolio Insights:Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%Visit us at www.dantesoutlook.com to learn more.Email damanick@dantesoutlook.com to request a meeting.

In dieser Ausgabe beleuchten wir die Börsenlegende Warren Buffett aus Investorensicht! Was sind seine Prinzipien beim Value-Investing? Welchen Einfluss hatte sein Partner Charlie Munger auf ihn? Hat er sich an seine Börsenweisheit "Investiere nur in Geschäftsmodelle, die du verstehst!" gehalten? Trotz einiger Fehlentscheidungen kann man noch heute aus dem Leben von Warren Buffett sehr viel für sich mitnehmen. ✍️ Frankfurter Investmentblog - Kapitalmarktupdates und Einzeltitel-Analysen: https://www.shareholdervalue.de/frankfurter-investmentblog ✍️ Frank Fischer Kolumne - Politik, Börse und Fonds-Updates: https://www.shareholdervalue.de/frank-fischer-kolumne

In this episode of Talking Wealth, Fil and Pedro debate whether value investing has become redundant as AI reshapes markets and the rules of investing. You'll learn why AI is changing the rules of investing, what the latest research and bubble warnings mean for your portfolio, and how history shows fundamentals always fight back. More importantly, you'll discover what this shift means for your own investing strategy and how to position yourself for opportunities once the hype fades.

In this episode of Talking Wealth, Fil and Pedro debate whether value investing has become redundant as AI reshapes markets and the rules of investing. You'll learn why AI is changing the rules of investing, what the latest research and bubble warnings mean for your portfolio, and how history shows fundamentals always fight back. More importantly, you'll discover what this shift means for your own investing strategy and how to position yourself for opportunities once the hype fades.

Three years' worth of interviews with Chris Mayer, which Bogumil and Matt recorded, condensed into a one-hour BONUS episode. The episode originally aired on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer's philosophy will challenge and inspire you.

Helmut Jonen aka Waikiki5800 ist zurück bei echtgeld.tv! Was bewegt einen Investor mit über 40 Jahren Börsenerfahrung dazu, ausgerechnet jetzt bei CK Hutchison, Berkshire Hathaway, Diageo und Nestlé aufzustocken? In seinem Comeback bei echtgeld.tv beleuchtet Helmut Jonen gemeinsam mit Tobias Kramer nicht nur Bewertungs-Chancen, sondern auch politische Risiken – vom US-Wahljahr über China bis zur deutschen Rentenkrise. Und er spricht über Value-Chancen im Depot und wie man in unruhigen Zeiten nachjustiert.

Was verändert sich in einem Depot nach drei Jahren? In meiner neuen Podcastfolge spreche ich mit Hörer Markus über seine Investmentreise: Von Dividendenwachstum bis Value Investing, warum er zweimal zur Berkshire Hathaway-Hauptversammlung gereist ist, welche Fehler im Depot passieren – und wie er sie reflektiert und daraus lernt.Vor drei Jahren war Markus schon einmal bei mir im Podcast – jetzt haben wir uns erneut zusammengesetzt und über seinen Weg als Privatanleger gesprochen.Seit 2022 hat sich sein Portfolio stark verändert: von 22 auf 42 Einzelaktien. Dabei verfolgt er weiterhin eine klare Dividendenstrategie, kombiniert mit dem Anspruch, nachhaltig wachsende Unternehmen auszuwählen. Der Besuch der Berkshire Hathaway Hauptversammlung in Omaha hat seinen Blick auf Value Investing geschärft – Benchmark ist für ihn nicht mehr nur die Marktrendite, sondern auch ein stabiles, risikoärmeres Depot.Wir sprechen in der Folge auch über typische Anlegerfehler: Käufe zum falschen Zeitpunkt, zu geringe Tech-Gewichtung, Depot-Leichen oder die schwere Frage, wann der richtige Zeitpunkt zum Verkaufen ist. Besonders spannend ist Markus' Blick auf aktuelle Themen wie die Pharmabranche, Zölle in den USA, Inflation und die Rolle von Managemententscheidungen in Unternehmen.Sein Ziel ist klar: Ein stetig wachsender Dividendenstrom für die private Altersvorsorge – ohne dabei die langfristige Performance aus den Augen zu verlieren. Viel Spaß beim Hören!ShownotesZum ersten Interview mit MarkusZum Instagram-Profil „Dividendenstrom“ von MarkusZur Buchrezension "Warren Buffett - Der JahrhundertkapitalistTim Schäfer: Manchmal lasse ich auch Luxus zu"Präsentiert von SailyWenn bei Euch in den Sommerferien ein Urlaub ansteht und ihr unterwegs mobiles Internet braucht, schaut unbedingt beim eSIM-Anbieter Saily vorbei. Mit dem Code „finanzrocker“ bekommt ihr sogar 15% Rabatt auf euren ersten Kauf. Der Rabatt wird über den Link schon gleich abgezogen. Hier geht es direkt zum Angebot von Saily Hosted on Acast. See acast.com/privacy for more information.

In this powerful episode of Limitless, we sit down with Danhai Hall, one of only six individual investment advisors in Jamaica, as he reveals the painful mistakes that cost him significant losses and the breakthrough strategies that eventually changed his life.From losing 25% on his very first stock pick to discovering the stock split strategies that generated massive returns, Danhai's journey reads like a financial thriller. This isn't your typical investment advice - it's a raw, honest look at what really happens when you're building wealth in the Jamaican stock market.Danhai shares incredible stories about companies like JCON, SVL, MJE, and Select MD, revealing the research methods and timing strategies that separate successful investors from the crowd. He breaks down why most financial advisors give cookie-cutter advice, the hidden risks of portfolio management nobody talks about, and real strategies for timing IPOs and market opportunities.Whether you're just starting your investment journey or looking to level up your portfolio management skills, this episode delivers actionable insights you won't find anywhere else.Remember: The hosts may own shares in any companies discussed on this podcast. This content is for educational purposes only and not financial advice. For personalized investment guidance, book a consultation with Danhai through the link below.Connect & Learn More:

Zwei Aktien im Fokus – und zwei heiß diskutierte Nachträge. Stefan Waldhauser ist erneut bei echtgeld.tv zu Gast. Im Zentrum stehen diesmal zwei bekannte Tech-Namen: Airbnb & PayPal – ergänzt durch ein kurzes Update zu SAP und eine kritische Bewertung von Palantir.

My guest on the show today is Kayser Pravia, Founder of El Planeta Financiero. In this episode, Kayser shares his mission to expand financial literacy and microcap investing for Spanish-speaking investors worldwide. We discuss his evolution from day trading losses to a Buffett- and Lynch-inspired value investor, why he runs a concentrated portfolio, and his focus on recession-proof businesses with strong balance sheets. Kayser also talks about building El Planeta Financiero into a growing educational platform and investing community for Spanish speakers. For more information about El Planeta Financiero, you can subscribe to the YouTube channel here: https://www.youtube.com/@elplanetafinanciero  You can Follow Kayser Pravia on Twitter/X @elplanetaf: https://x.com/elplanetaf Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

After listening to him for many years, I'm honored to have Herbert Ong of  ⁨@BrighterwithHerbert⁩ on the show!Other than being a T$LA investor, he has also founded 3 companies, awarded the Thomson Reuters Healthcare Star Performance Excellence Award in 2007, and was the Head Product Manager who built and launched CareDiscovery (used by the majority of US hospitals). Watch the incredible episode on YoutubeEPISODE HIGHLIGHTS[00:00-07:14] Why Tesla? The S-Curve of Innovation[07:15-08:11] Diversifying Beyond Tesla[08:12-12:00] Growth vs. Value Investing[12:01-6:02] The Data Edge: Tesla's  Advantage[16:01-20:00] Robotaxis: The Economic Case[20:01-23:36] Optimus: The Next Layer of AI[23:37-27:54] Real-World Data: The Key to AGI[27:55-32:03] Glipse of the Age of Abundance[32:04-38:09] Solar farms? Global Energy Shifts[38:10-44:45] Utopia or Dystopia? The AI Future[44:46-48:00] Should we be afraid?[48:01-51:47] A Holodeck FutureSpecial Mentions:Elon Musk, Tesla AI, EVs, robotaxi, Optimus, Waymo, AppleTony Seba, Ray Kurzweil, Gary Black, AIM Free Book: The Singularity is Near, predicting AGI by 2029.Any questions?*** Start taking action right NOW!

With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There's One Catch for Americans, Short-Term Rental Market, Gains and Taxes, BWXT - BWX Technologies Inc., Artificial Intelligent, AVB - Avalonbay Communities Inc., DE - Deere & Co., Interest Rates.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Softbank & USA investieren in Intel. Nexstar kauft sich in 80% aller US-Haushalte. Home-Depot-Aktionäre hoffen auf Zinssenkung. Bei Palo Alto läuft's. Europas Rüstungsaktien fallen nach Trump-Selenskyj-Gespräch. Viking crasht wegen Studie. Kommt der Turnaround bei ehemaliger Buffett-Aktie Floor and Decor? (WKN: A2DQHZ) Funktionieren Value ETFs noch? Enhanced Value ETFs versuchen's! (Xtrackers WKN: A1103E; iShares WKN: A12ATG). Aber vielleicht bleibt doch nur die eigene Analyse. Diesen Podcast vom 20.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Kai Wu, Founder & CIO of Sparkline Capital, for a deep dive into investing beyond the balance sheet.Kai shares how Sparkline Capital applies machine learning, AI, and alternative data to measure intangible assets such as human capital and intellectual property and integrate them into a systematic value investing framework.We explore:• Buffett's three career phases from tangible to intangible moats• Why patents, brand equity, and PhD talent are undervalued• Using unstructured data to find advantages• The “lazy analyst” problem in the AI era• Tech giants moving from asset light to heavy AI infrastructure• Lessons from past tech revolutions for investors• Inside a modern quant shopWhether you are a fundamental investor, quant, or simply curious about how AI is reshaping investment strategy, this conversation delivers both the philosophy and the playbook.Chapters00:00 The Evolution of Value Investing02:31 Warren Buffett's Investment Philosophy05:43 Intangible Assets and Modern Investing08:17 The Role of AI in Investment Strategies10:58 Building Sparkline Capital13:45 The Future of Financial Analysis16:56 The Strategy Behind Sparkline's ETFs25:52 Valuing Intangible Assets in Business27:44 The War for AI Talent29:58 Human Capital and Its Impact on Valuation32:38 The Long-Term Value of Intangible Investments35:16 Transitioning from Intangible to Tangible Assets36:41 AI Infrastructure and Historical Context38:34 Risks of Infrastructure Investment in AI40:22 Identifying Early Adopters in the AI Space43:00 Building a Successful Investment Firm49:19 Utilizing AI Tools in Finance—Hosted by:Sean Emory, Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Kai Wu, Founder & Chief Investment Officer, Sparkline Capitalhttps://www.sparklinecapital.comFollow Avory & Co or Sean Emory

Vom SAP-Verkauf bis zum 30%-Crash bei Monday.com – in dieser Folge von echtgeld.tv liefert Tobias Kramer zusammen mit Tech-Investor Stefan Waldhauser sechs Updates zu spannenden Aktien. Dabei geht's nicht nur um Kurse, sondern um die Investment-Storys dahinter – Chancen, Risiken und Strategien. Das erwartet Euch: ☑ SAP: Stop Win hat gegriffen und ein Kursgewinn von 135 Prozent realisiert – warum ein 40er KGV und 45er KCV einfach zu teuer waren. ☑ Lyft: Überraschungscoup mit Free Now, Robo-Taxi-Partnerschaften und ein Bewertungsvergleich zu Uber, der stutzig macht. ☑ Vimeo: Hohe Cash-Reserven, günstige Multiples – aber auch Kommunikationsprobleme und Umsatz-Stagnation. ☑ Warner Bros. Discovery: Streaming & Studios werden vom TV-Geschäft getrennt – Chance auf Netflix-ähnliche Bewertung? ☑ Monday.com: Nach Quartalszahlen um 30 % eingebrochen – schwächelndes Wachstum oder Einstiegschance für Langfrist-Anleger? ☑ The Trade Desk: Vom Höhenflug in den S&P 500 zum Gegenwind durch Amazon und einen selbst prognostizierten Wachstumsdämpfer.

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer's philosophy will challenge and inspire you.

Curious about how to strategically navigate today's volatile business world? Get ready to unlock the secrets of financial success as John Frank, the seasoned CEO and founder of Third Road Management, shares his transformative journey from Wall Street heavy-hitter to the mastermind behind a consultancy that empowers small to mid-sized businesses. Discover how his unique experience with a fast-growing nonprofit illuminated the need for forward-thinking financial strategies, beyond the confines of traditional accounting. Gain invaluable insights on how businesses can tackle modern challenges like fluctuating interest rates and capital spending, and learn the critical times to bring a fractional CFO on board to supercharge growth or break through stagnation. Explore the dynamic intersection of finance and technology as John reflects on pivotal roles in his career, including quality of earnings and leverage finance, and the lessons learned from the turbulent economic times. With a keen eye on the impact of AI, John dissects both the potential and hurdles for small and mid-sized businesses in adopting cutting-edge technology. Understand the strategic moves behind building a resilient team at Third Road Management and see how fractional CFO services offer unparalleled value. This episode is a treasure trove of insights into how strategic financial leadership can drive not just growth but resilience in an ever-shifting economic landscape. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:30 - John Frank's Transition from Wall Street to Consulting 00:01:45 - Identifying a Gap in Financial Strategies for SMEs 00:03:00 - The Role of a Fractional CFO in Business Growth and Stagnation 00:05:15 - Navigating Economic Challenges: Interest Rates and Capital Expenditure 00:07:03 - Exploring John's Early Finance Roles and Experience in Leveraged Finance 00:08:20 - Insights into Capital Markets and Value Investing from Distressed Investors 00:11:45 - Overcoming Obstacles to AI Adoption in Traditional Industries 00:15:30 - Strategic Decisions Behind Team Growth and Full-Time Hiring 00:17:00 - The Value Proposition of Fractional CFO Services 00:18:30 - Unique Positioning in the Accounting Service Space 00:22:00 - The Blue Ocean Opportunity for Third Road Management 00:24:00 - Reflections on Growth and Maintaining Vision and Mission 00:25:45 - Fostering a Positive Company Culture and Achieving Recognition 00:27:30 - Where to Find More Information About John Frank and Third Road Management 00:28:00 - Closing Remarks and Final Thoughts from John Frank   Episode Resources: Connect with John and fill out the form here: https://www.thirdroadmgmt.com/contact/ Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Heute gibt's bei Echtgeld.TV ausnahmsweise ein zweites Depot-Update! In dieser Folge vom 6. August 2025 taucht Tobias Kramer tief in sein Immobilien-Aktien-Portfolio ein, das er 2021 für seinen Vater aufgebaut hat. Trotz Zinswende und Immobilienkrise steht das Depot bei starken +20 % Rendite – angetrieben von Top-Performern wie Hochtief und Strabag. Er beleuchtet, warum Baukonzerne von Infrastruktur-Boom und Megatrends wie Digitalisierung und Energiewende profitieren, und beantwortet: Ist jetzt ein guter Zeitpunkt für einen Teilverkauf? Außerdem gibt's Updates zu Tabakaktien: Hier gab's eine starke Woche, und zwar nicht nur bei British American Tobacco, sondern vor allen Dingen bei Japan Tobacco. Außerdem musste nach weiteren 18 % Kursverlust ggü. der Vorwoche noch ein Update zu Novo Nordisk aufgezeichnet werden - ebenso wie der dann folgende weitere Nachkauf bei einem KGV von 11,5. Last but not least: Learnings von Tobias aus dem schwierigen Einstieg 2021 und warum sich die Strategie „Aktien statt Steine“ trotzdem gelohnt hat. Kurz sind außerdem mit dabei REITs wie Deutsche Konsum (naja, noch ;-)) und Realty Income, Dexus als tagesaktueller Zukauf, Airbnb, Booking, Hypoport und Scout24 als digitale Vertreter. Welche Aktiengruppe der Immobilien-Werte soll sich Tobias als Nächstes vornehmen? Lasst es uns in den Kommentaren wissen, liked das Video und abonniert echtgeld.tv für mehr Insights zu Aktien, Börse und Vermögensaufbau!

Nick Cummings and Graham Witcomb join John Addis on this week's episode of Stock Take to discuss the philosophy behind value investing.See omnystudio.com/listener for privacy information.

Here's the harsh truth: If your business model can't survive a spreadsheet, it won't survive the market.Every year, ambitious founders pour months into product, pitch, and brand—yet the single biggest reason startups die isn't funding, it's flawed modeling.What are the four variables investors use to spot winners before anyone else?In this episode, investor and hands-on builder Alex Oppenheimer (Founder & GP at Verissimo Ventures, ex-Facebook IPO, ex-NEA, Monday.com advisor) reveals why most startup advice misses the point—and how the best founders reverse-engineer success long before a single euro is raised.

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Today's guest: Monsoon Pabrai is the managing partner of Drew Investment Management, who combines generational wisdom from legendary investors like her father, Mohnish Pabrai, Charlie Munger, and Guy Spier, with her own distinctive approach to global value investing, particularly in India's emerging markets.EPISODE NOTES3:00 - Childhood shaped by entrepreneurship over money talk; Chipotle visits became business lessons on cost optimization and operational efficiency6:00 - At age 12, attended legendary Warren Buffett lunch with Guy Spier; Buffett's advice: "most important decision is who you marry"9:00 - Learning temperament from father during 9+ years without collecting fees; "I've never seen him have a bad day at all"12:00 - KEY INSIGHT: American Express COVID opportunity - when travel stopped, 60 cents per dollar usually spent on customer retention became massive float for capital allocation15:00 - March 2020 market crash: colleagues broke emotionally, sold at bottom despite decades of experience18:00 - Guy Spier as "uncle figure" - long-term compounder philosophy of buying quality and never selling27:00 - Investment process: random idea generation through travel, conferences, Value Line screening, then rigorous 4-part analysis framework35:00 - Four investment criteria: 1) Good business quality 2) Margin of safety 3) Capital allocation 4) Alignment of interests (crucial for emerging markets)42:00 - AI revolution transforming research speed: "NotebookLM can read a 10K faster than me"47:00 - India investing: 60-70% of 3,000+ listed companies "untouchable" due to fraud risk, but incredible opportunities exist with proper network53:00 - Dakshana foundation: educating underprivileged students for IIT entrance (1.3% acceptance rate); "most motivating people I've ever met"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

¡Bienvenidos a Tengo un Plan!

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3200: Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio. Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/ Quotes to ponder: "I thought value investors were supposed to like cheap stuff." "A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it's not a bargain." "Charlie is not a ‘sidekick'! Charlie changed Buffett's investment philosophy. Sidekicks don't do that." Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Harold Green shares how pride and the urge to control every investment move might be holding you back from early retirement. Harold explains why even the most confident do-it-yourself investors can fall into costly traps during market chaos, and how the right guidance can make all the difference.  He shares practical tips, real stories, and offers his perspective on moving past hesitation to seek expert help. Plus, listen in to learn about his complimentary mock financial plan that could be your first step toward breaking free sooner than you thought possible.  Don't let stubborn habits delay your dreams. Find out how you can start planning for the retirement you really want, right now. Show Highlights: Learn how Value Investing requires thoughtful arrogance [03:20] What can Golf teach us about investing? [06:07] How does your pride impact your investment choices? [08:04] Here is what you need to base your investments on [09:02] Does media hysteria impact your financial decisions? [10:00] This is why asking for help can be your smartest move [11:58] Discover the need to give up control at times [15:00] Learn to save yourself from unnecessary struggles [16:12]  

¿Cómo construís una startup millonaria con dos personas y sin inversión externa?En este episodio, Lucas y Cristóbal se sumergen en el fenómeno de las startups ultra chicas de AI: equipos de 1 a 3 personas, sin levantar capital, que logran millones de dólares en ingresos anuales. ¿Estamos frente a una nueva ola que redefine el emprendedurismo? Analizan casos como MagnificAI, AragonAI, SEOBot y PhotoAI, y lo que tienen en común estas compañías que lograron escalar sin developers ni grandes estructuras.También hablan sobre OnlyFans: ¿por qué está en venta y tan barata si genera más de 1.300 millones en revenue y 658 millones en ganancias? ¿Qué pasa con la regulación que podría afectar su modelo en Europa? Además, repasan el futuro del delivery automatizado, el envejecimiento poblacional, el modelo de seedstrapping y los dilemas éticos y financieros de los fondos de inversión actuales.Un episodio intenso, honesto y lleno de data para entender lo que se viene y cómo jugar tus fichas en 2025.Timestamps para capítulos en YouTube0:00 - Introducción y contexto del episodio3:30 - Los VCs como cofradía: relaciones, conflictos y behind the scenes9:45 - Base44: un solo founder, cero inversión, vendida a Wix por $80M14:00 - Casos de éxito: MagnificAI, AragonAI, SEOBot, PhotoAI20:00 - “Ganamos la lotería”: AI como cambio histórico irrepetible22:00 - OnlyFans a la venta por $8B: ¿infraestimada?28:00 - Regulación en Europa y nuevas plataformas como Fansly31:20 - Los Lakers, el compounding y qué hubiese pasado si invertías en el S&P37:00 - Sponsor: Cómo implementar AI en tu empresa hoy38:20 - Uber for Seniors y demografía como tendencia de negocio42:30 - Cierre y reflexiones finales____Muchas gracias a nuestro Sponsor, Analytics Town por apoyar este episodio!¿Quieres crear un producto basado en inteligencia artificial pero no sabes por dónde empezar?En Analytics Town te ayudamos a diseñar tu nuevo producto y modelo de negocio, desde la estrategia hasta la ejecución del software con módulos de IA.Descubrimos oportunidades para tu empresa y validamos tu idea.Armamos el diseño funcional y el modelo de negocio.Diseñamos y desarrollamos tu producto potenciado con Inteligencia Artificial.Te acompañamos en todo el proceso, desde la idea hasta convertirlo en negocio rentable...Si mencionas que vienes de Indie vs Unicornio, te damos un 25% de descuento en el desarrollo de tu primer MVP.

Tracey Ryniec, Zacks Value Stock Strategist, discusses Berkshire Hathaway's equity investments and what gives Buffett the edge.  (0:30) - Where Can Value Investors Find Investments? (5:40) - Tracey's Top Stock Picks For Your Portfolio Right Now (29:00) - Episode Roundup: BRK.B, BAC, COP, OXY, OZK, CMWAY

Tracey Ryniec, Zacks Value Stock Strategist, discusses Berkshire Hathaway's equity investments and what gives Buffett the edge.  (0:30) - Where Can Value Investors Find Investments? (5:40) - Tracey's Top Stock Picks For Your Portfolio Right Now (29:00) - Episode Roundup: BRK.B, BAC, COP, OXY, OZK, CMWAY Podcast@Zacks.com

Pablo Limón es Licenciado por el ITAM, con estudios en Behavioral Finance en Harvard y Value Investing en Columbia. Durante más de 15 años trabajó como director de Banca de Inversión en el piso 50 de un rascacielos, asesorando a fondos soberanos, family offices e instituciones globales, liderando transacciones por más de 15 billones de dólares.Hoy, desde una mirada mucho más integral, acompaña a emprendedores a construir negocios sólidos y regenerativos, con estructuras claras, modelos escalables y un propósito auténtico. En esta conversación hablamos de cómo crear un plan financiero sin necesidad de un MBA, qué significa levantar capital cuando el capital también eres tú, cómo atravesar los miedos al crecer un proyecto y por qué un Business Plan puede convertirse en una práctica profundamente espiritual.Pablo, como profesor invitado en The Wellness Business Lab, es un verdadero puente entre el mundo financiero y el bienestar. Este episodio te ayudará a reconciliarte con los números y a entender que no están peleados con tu propósito, sino que pueden ser aliados clave para sostenerlo y expandirlo.________________________________________________________Para saber más de The Wellness Business Lab consulta el sitio web aquí: wellnessbusinesslab.com, me encantará que formes parte de este ecosistema que impulsa proyectos conscientes y sostenibles. Además, te invito a conectarte en vivo a las próximas sesiones Wellness Talks¿Quieres conversar o tienes dudas? Escríbeme directamente a: vs@victorsaadia.com

Warren Buffett himself called our economy "asset light" – and for good reason. Today's most valuable companies derive their worth not from factories or equipment, but from intellectual property, brand equity, human capital, and network effects. Yet traditional value investing metrics, developed in the industrial era of railroads and utilities, completely miss these crucial drivers of modern business value.Kai Wu, founder and CIO of Sparkline Capital, takes us on a fascinating journey through the evolution of value investing and explains why it's due for a radical update. With 50-80% of US company balance sheet value now coming from intangible assets, investors relying solely on price-to-book ratios find themselves increasingly unable to identify true value in today's markets.The problem extends beyond mere definition. Our accounting standards systematically distort company valuations by expensing rather than capitalizing R&D and other intangible investments. This creates the paradoxical situation where companies investing heavily in their future appear less profitable in the present – a disconnect that creates tremendous opportunity for investors willing to look deeper.Sparkline's innovative approach leverages artificial intelligence and big data to analyze unstructured information sources, from patent filings to social media, quantifying what traditional financial statements miss. This methodology bridges the growing divide between growth and value investors, applying timeless valuation principles to the digital economy.Wu shares a compelling case study of NVIDIA, which Sparkline owned when it traded at a seemingly astronomical P/E ratio of 100. After adjusting for NVIDIA's extraordinary intellectual property and innovative culture, their models showed the stock was actually undervalued – a perspective completely missed by traditional metrics.For investors looking to apply these insights, Sparkline offers two ETFs: ITAN for US markets and DTAN for international developed markets. Both funds seek companies rich in intangible assets but trading at reasonable valuations – essentially value investing adapted for the digital age.Want to dive deeper into Kai's research? Visit sparklinecapital.com to explore his published papers and learn more about investing in the intangible economy.With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don't last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3168: Vitaliy Katsenelson uses a personal skiing mishap to illustrate how bull markets, much like groomed ski slopes, can hide underlying weaknesses in investment strategies. He urges investors to reexamine their portfolios, focus on fundamentals like earnings growth and valuations, and prepare for inevitable market downturns by adopting a disciplined, skill-based approach to investing. Read along with the original article(s) here: https://contrarianedge.com/downhill-racing-meets-value-investing/ Quotes to ponder: "Speed covers up a lot of mistakes and lack of skill." "Bull markets don't last forever, and this one is not an exception." "We must all reexamine and future-proof our investment process." Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest: Chris WallerFounder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity.Chris defines success as becoming an expert in the small cap space, building a comprehensive knowledge database of companies, and having the freedom to direct his attention where he chooses.Key Discussion Points:Early Background and Investing Journey (03:17)Columbia Business School and Joel Greenblatt's Influence (06:08)"Sleuth Investing" Approach (11:37)Hidden Gems Investing (17:08)TerraVest Case Study (21:32)Corporate Governance and Management Integrity (28:06)Portfolio Management and Risk (33:49)Small Cap Misconceptions (38:40)Luxury Goods and Value Investing (44:31)Closing Thoughts

Interview recorded - 30th of May, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Clem Chambers. Clem is an author, journalist and founder CEO of A New FN Europe's leading stocks and markets website. During our conversation we spoke about the overview of the economy, why the markets are crazy, Trump TACO trade, you should be cautious, government spending trajectory, end of US exceptionalism and more. I hope you enjoy!0:00 - Introduction1:02 - Overview of economy and markets?6:04 - More confidence in markets?10:35 - Trump always chickens out (TACO) trade12:37 - Cautious15:32 - Institutional money on the side-lines23:46 - Government spending trajectory27:26 - US exceptionalism over?31:23 - Dollar down, US stocks down?36:08 - Mercantilism40:43 - One message to takeaway?Clem Chambers is an author, journalist and founder/former CEO of ADVFN, Europe's leading stocks and markets website. He is General Partner of Ylem Capital clem@ylem.capital. A sought after media commentator, Clem is a regular guest on major television networks including CNBC (US, Europe, Asia, Arabia), Al-Jazeera, BBC, BNN and Fox News.The author of non-fiction titles including ‘Letters to my Broker', ‘The Death of Wealth' and the investment guides ‘101 Ways to Pick Stock Market Winners' and ‘A Beginner's Guide to Value Investing', Clem writes for Seeking Alpha, Forbes and Engineering and Technology magazine and has written Nikkei BP, the Gulf News and The Scotsman as well as specialist trading and business publications Risk AFRICA, Traders and Your Trading Edge. He has written investment columns for Wired Magazine, which described him as a ‘Market Maven'.Clem Chambers - Website - https://www.clemchambers.com/Twitter - https://x.com/ClemChambersBusiness - https://anewfn.com/WTFinance -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

On this week's episode, we're pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil's Financial Dictionary. In his most recent project, Jason published an update of Ben Graham's classic book, The Intelligent Investor. And we've devoted a portion of today's episode to delving into Graham and the Intelligent Investor with Jason. Please note that we recorded this interview on April 8, 2025.BackgroundBioYour Money and Your Brain: How the New Science of Neuroeconomics Can Help Make Your RichThe Devil's Financial DictionaryTariffs and TIPS“Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves,” by Jason Zweig, wsj.com, April 4, 2025.“The Mistake You're Making in Today's Stock Market—Without Even Knowing It,” by Jason Zweig, wsj.com, April 25, 2025.“Four Questions You Should Ask to Combat the Market Chaos,” by Jason Zweig, wsj.com, April 10, 2025.“Inflation Isn't Going Away? Some Tips on How to Buy TIPS,” by Jason Zweig, wsj.com, Feb. 14, 2025.The Intelligent InvestorThe Intelligent Investor: The Definitive Book on Value Investing, by Benjamin GrahamThe Intelligent Investor Third Edition: The Definition on Value Investing, by Benjamin Graham and updated with new commentary by Jason Zweig.Jonathan Clements“The WSJ's Jonathan Clements Wants to Leave a Living Legacy,” by Jason Zweig, wsj.com, May 8, 2025.“Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful,'” The Long View podcast, Morningstar.com, Dec. 26, 2023.“Jonathan Clements: ‘Life Is Full of Small Pleasures,'” The Long View podcast, Morningstar.com, Oct. 15, 2024.Private Markets“Private Markets Seem Out of Reach for Individual Investors. BlackRock Thinks It Has an Answer,” by Jason Zweig, wsj.com, Sept. 12, 2024.“You're Invited to Wall Street's Private Party. Say You're Busy,” by Jason Zweig, wsj.com, Dec. 20, 2024.“Don't Buy Into This Easy Fix for Stock-Market Craziness,” by Jason Zweig, wsj.com, April 18, 2025.Other“SEC, States Investigate Firm Holding Couple's $763,094 Retirement Fund,” by Jason Zweig, wsj.com, Dec. 4, 2024.“David Swensen's Coda,” Yale News, news.yale.edu, Oct. 22, 2021.

Text: Matthew 25:14-30Hosts:J. Kent EdwardsVicki HitzgesNathan NormanNarrator: Brian French The CrossTalk Podcast is a production of CrossTalk Global, equipping biblical communicators, so every culture hears God's voice. To find out more, or to support the work of this ministry please visit www.crosstalkglobal.orgDonateProduced by Nathan James Norman/Untold Podcast Production© 2025 CrossTalk Global