Tracey Ryniec discusses value stocks within the market.
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Value Investing Podcasts
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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The Investing for Beginners Podcast - Your Path to Financial Freedom
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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The Simply Investing Dividend Podcast helps you earn more, save your time, and reduce your risk when it comes to dividend investing. Each episode is packed with usable strategies to help you become a successful dividend investor. Guest interviews will inspire and educate you to build your own stream of income from dividends. A new episode every Wednesday.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Excess Returns is dedicated to making you a better long-term investor and making complex investing topics understandable. Join Jack Forehand, Justin Carbonneau and Matt Zeigler as they sit down with some of the most interesting names in finance to discuss topics like macroeconomics, value investing, factor investing, and more. Subscribe to learn along with us.
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Short valuation summaries of current special situation investment opportunities.
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A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
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The #1 podcast about value investing.
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Helping Investors Fulfill Fiduciary Responsibilities
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
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Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to impro ...
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Invest with 150 years of expertise behind you. Make more informed financial decisions, with expert support and a digital experience designed to help you invest with clarity. For more information visit https://www.personalinvesting.jpmorgan.com/ As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. Tax rules vary by individual status and may change. We provide 'restricted advice', which means we will only make ...
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Educating the Next Generation of Investors in MicroCap Stocks
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The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
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Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursui ...
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Trust. Respect. Results (847) 749-2295 / [email protected]
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
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Your gateway drug into the world of contrarian investing and alternative finance. Metals, oil, currencies, crypto, and much much more.
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Smart Investing is the radio show where Brent and Chase try to make investing easier to understand. They demonstrate long-term investment strategies to help you find good value investments.
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Looking to turn Market Chaos into Investing Clarity? Welcome to The Art of Investing - a brand new podcast that transforms market noise into clear investing strategies. Brought to you by IG, global investing platform, FTSE 250 and over 50 years in the markets. This isn't your typical finance show. Whether you're taking your first steps into the investment world or you're a seasoned investor looking to sharpen your edge, you've found your new secret weapon. Every Friday, join hosts Rich McDon ...
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Investment Insights You've Never Heard
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Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laetitia Anstee-Parry and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.
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Becoming a leading global investment firm doesn't happen in a vacuum. Join us for conversations with some of HPS’s closest partners and clients about how they got to where they are today, and how those experiences help them drive value creation on a day to day basis. RSSVERIFY
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Former professional researcher turning his attention to the markets as an industry outsider. Hungry to identify wealth creation opportunities for me and my followers. I create well-researched, no bullshit work to help retail investors connect with and learn from industry insiders. I believe in honesty, integrity, and strong research.
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Behind the Balance Sheet
Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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The Lifetime Cash Flow Through Real Estate Investing Podcast grants you access to expert real estate investors, syndicators, lenders, property managers and advisors. These experts share their stories, tips and advice on how they successfully built their businesses, and their fortunes, through multi-family real estate investing. Host Rod Khleif is a seasoned and passionate real estate investor who has personally owned and managed over 2000 apartments and homes. Rod has combined his passion fo ...
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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Podcast by Vaughan Nelson Investment Management
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The World According to Boyar brings top investors, best selling authors, and market newsmakers to show you the smartest ways to uncover value in the stock market.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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A look at issues affecting the bank and insurance securities community
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested ...
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The Nuclear Investing Podcast features thoughtful, in-depth conversations about one of the most important pieces of the global energy mix: nuclear power. Through interviews with leading industry leaders, investors, and policymakers, the show explores how nuclear energy is becoming central to the clean energy transition — and how investors are gearing up to support it. Each episode gets to the root of how companies plan to build, finance, and deploy next-generation nuclear projects — and how ...
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Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Bill Holliday, CFP
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Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
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(Formerly Multifamily Masterclass) Neighborhood Ventures Podcast explores the value of passive investing, specifically related to options in commercial real estate. Irreverent and informative, we make mailbox money accessible for every potential investor. To learn more about investing in real estate and our company, check out our website: neighborhood.ventures
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Are you ready to REclaim your time, relationships, and purpose? Welcome to the RE:Invest podcast where we dive deep into the power of REal estate investing where you will learn how to build wealth and maximize your life! Your hosts Seth and Garrett have experienced first hand the challenges in REI and immense benefits. They will drill down past the fluff into the mindsets, passions and strategies in order to climb the mountain of REI all for the purpose of making an impact on yourself, your ...
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Access Holdings - Building Enduring Businesses
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We're heading towards Sustainable Abundance - are you ready for it? Each episode features exclusive insights from forward-thinking trailblazers—who share strategies for identifying IDEAL high-value assets poised to deliver high-value returns. idealwealthgrower.substack.com
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PenderFund's Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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Your #1 podcast to turn your crypto curiosity into clarity. We discuss topics like: Blockchain Tech, Investing Strategies, Onchain Analysis, Web3 Applications and Use Cases plus cover ecosystems like: Bitcoin, Ethereum, Solana, Cosmos and so much more! 🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter: https://link.milkroad.com/pod-newsletter 💰 Go PRO and Become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
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https://traffic.libsyn.com/secure/intellectualinvestor/273_Operation_Molly.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A …
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Ep. 105: Andrejka Bernatova, Dynamix | Public-Market Pathways and Investing in Energy
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On this episode, Andrejka Bernatova, Founder and CEO of Dynamix Corporation, shares how investors can evaluate mission-critical energy and infrastructure businesses by focusing on fundamentals such as contract quality, customer durability and operating reality, rather than market sentiment or emerging-tech narratives. Learn about approaches to publ…
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QAV AU 849 — Shake the Tree and Let the Nuts Fall Out
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This week Tony and I wander through a very QAV-ish mix of market weirdness, portfolio updates, almond conspiracies, and Bond-level misogyny. COG and ERD get the chop, AMA consolidates, several new stocks rotate in, and the dummy and Light portfolios continue to absolutely embarrass the index. Tony reveals his own monster year, we unpack strange boa…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Justifying This Valuation is No Easy Lift. #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 1…
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S7 Ep.10: The quick take on unlocking value in secondary market transactions
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What happens when investors suddenly find themselves holding far more illiquid assets than they ever planned? Join us as we speak to James Fermont (Partner and senior member of LCP’s Illiquid Asset Solutions Group) to explore how to unlock value in secondary market transactions. From liquidity workarounds to broker-led sales, online platforms and d…
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Opportunities in global small and mid-cap companies
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Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably ind…
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Small caps promise big returns—but are they worth the stomach-churning ride? Find out in our upcoming Investors' Hangout.By Value Research
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Thanksgiving, AAII Q&As. Retirement Portfolios, Value Tilts, International Diversification, and Investing a Lump Sum
1:06:15
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Recorded from our new home on Bainbridge Island and released on Thanksgiving, this episode is equal parts gratitude and practical investing help. I open with my annual tradition of writing a fresh Thanksgiving list—people, communities, and institutions that have shaped my life and this work. I’m especially thankful for you, the DIY investors who ke…
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#147: Faith Meets Finance: Building Wealth That Aligns With Your Values with Joey Muré
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In this episode, Joey Muré—co-founder of Wealth Without Wall Street—shares how faith and purpose can shape a richer, freer, and more fulfilling financial life. From breaking free of traditional systems to building wealth rooted in values, Joey unpacks the mindset, methods, and meaning behind true financial freedom. Connect with your Joey: Ebook:htt…
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Founders Metals' Recent "Sequence of Transformative Events" That Promises to Drive Further Value
43:56
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Link to companion article: https://juniorresourceinvesting.subst... Founders Metals keeps on building a world-leading gold discovery play. After a huge run of drill-led success, Founders has landed two major pieces the last week or two that look to fuel the next run of value creation for them: 1. A major increase in their land holdings (including s…
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Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
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#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1
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In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. You can also find us on: X @DutchInvestors Substack @The Dutch Investors…
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E62: Middle Market M&A: How Founders Maximize Exit Value with Tim Mueller
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Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out…
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The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom on How Language Misleads Markets
1:13:28
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In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get trapped by labels, abstractions, and simplistic models, and why breaking free with better mental models, language, and long-term thinking is a real edge in markets. Subscribe on Spotify https://open.spo…
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In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn: Why 70% of widows change financial profe…
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Build-to-Rent Explained by a Developer Doing 2,000 Homes | Ep. 1,190
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Adam Wolfson is the founder, CEO, and CIO of Wolfson BTR, a premier Build to Rent company known for helping pioneer BTR investment and development at scale. With more than 20 years of real estate experience, including leadership roles in single family rentals, he has grown the firm to a pipeline of nearly 2,000 units with an estimated $1 billion ex…
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Our Brains want to make quick decisions. Great for running from a saber tooth tiger; not so great for money management. Learn why and what to do about it. AnalystKit.com Mixing AI with tried-and-true calculations, to find you find the best stocks in a single click!By iDd
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Earnings Smackdown: Snowflake, MongoDB, Salesforce, and the Rise of Discount Retail
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Want to go deeper on real companies with simple, long-term investing guidance? Subscribe to the Value Spotlight Newsletter, where Dave and Andrew share stock ideas, valuations, and lessons from real businesses straight to your inbox. In this episode, Dave and Andrew break down the latest earnings from top SaaS and discount retail companies—Snowflak…
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TIVP050: Portfolio Review: Performance and New Positions w/ Daniel Mahncke & Shawn O’Malley
1:22:44
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Daniel and Shawn review the Intrinsic Value Portfolio after nearly one year of searching for the best opportunities in the market. In this episode, they break down the portfolio’s current performance, share updates on existing holdings, and revisit watchlist companies that may now deserve a spot — either because they’ve become cheaper or their outl…
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Episode 472: A Field Day In New Jersey, Obviating Late Accumulation Risks, And Portfolio Reviews As Of December 12, 2025
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In this episode we answer emails from Anonymous from New Jersey, James, and Brad. We answer a donor’s six-part retirement plan, from mortgages and liquidity to 403(b) constraints, ETF trading, asset location, asset swaps, and tax‑savvy withdrawals. Then we discuss the risks of staying in an accumulation portfolio for too long and the options for ob…
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Magnet Above. Trap Door Below | Inside the Options Flows Driving Markets with Brent Kochuba
1:10:11
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Brent Kochuba takes a look behind the scenes at the options flows driving the market heading into the December options expiration and the end of 2025. Subscribe on Spotify https://open.spotify.com/show/4KR2YVJqk2lnVETMKDavJf Subscribe on Apple Podcasts https://podcasts.apple.com/us/podcast/the-opex-effect/id1711880009 Subscribe on YouTube http…
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There's a reason why only 1% of money managers can beat the S&P 500 every year. And the reason is probably not what you expect. Truth is, these things are valuable, and not only should we be grateful they exist, but we should be setting ourselves up to benefit from them for the next three decades of our existence. But as always, with us Contrarians…
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A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars people commonly use to organize their thoughts, such as daily lifestyle considerations, financial structure, personal priorities, and long-term planning habits. Each pillar is presented as a lens for und…
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December 12th, 2025 | Copyright Lawsuit against AI company Perplexity, Apple’s Management Drain, It’s time for commercial property into your portfolio, The Benefits of Capital Gain Harvesting & More
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Another lawsuit against generative AI company Perplexity for copyright infringement The New York Times has had enough, and they have filed a lawsuit in a New York Federal court. In October 2024, the Times sent a notice to stop accessing and using their content and then followed up with another notice this past July. Perplexity continues to ignore t…
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Tether Co-Founder: The Bitcoin Cycle Is Broken, And That’s Worse Than a Crash
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In this episode of the Milk Road Show, Quigley delivers a blunt assessment of where crypto stands today: no clear pattern, no reliable upside, and a market that has quietly entered randomness. Bitcoin didn’t collapse… but it also didn’t deliver the upside that historically justified its risk. And once patterns break, investors lose their edge. ~~~~…
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Why Mobile Home Parks Are Still One of the Best Investments in 2026 | Ep.1,189
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Ray began his commercial real estate journey in late 2022 and quickly built a focused portfolio in mobile home parks and industrial assets. In just three years, he and his business partner grew their holdings to nine mobile home parks totaling 280 doors and three industrial properties with 110,000 square feet in Central Florida. With strengths in d…
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Quantitative Easing Explained: Has the Golden Santa Rally Begun?
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Rich McDonald, Mark “Spice” Holden and Chris Fellingham are joined once again by economist Stu Thompson for a wide-ranging episode that uncovers why QE and the Fed Cuts might just be kicking off the Santa Rally, and how it's multiplying your portfolio returns. From blockbuster takeover bids and trillion-dollar IPO rumours, to a surprise return of q…
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Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital
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I hope you guys enjoy this Q3 2025 Investor Audible Series with: Hinde Group Atai Capital Greenhaven Road Capital Lots of ideas to dig into after listening to this episode. Enjoy!
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BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609
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Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today’s episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash …
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Your Fund Isn't Performing. Should You Switch?
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The smart investor's test for when a fund deserves patience—and when it doesn't.By Value Research
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134 - Exactly How Much Our High-Yield Portfolio Paid Us In Q4
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This episode is our Q4 dividend update for the Vanning Portfolio—our main income engine as we transition into living off dividends full-time. We share every number openly so investors can follow along, compare progress, and see how an income-first portfolio adjusts in real time to dividend cuts, bad news, market swings, and valuation changes. Here’…
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Does Crypto Only Move on Liquidity? And Why 2026 Might Go Parabolic w/ Jamie Coutts
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Bitcoin was supposed to melt faces in Q4… so why did the rally die on the launchpad? Today, Jamie Coutts returns on the Milk Road Show to break down the real forces that killed the Q4 breakout, and why the setup for 2026 might be the most explosive since 2020. ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokeni…
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He Was Overweight Tech for 15 Years. He Just Downgraded the Mag Seven | Ed Yardeni Explains Why
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Ed Yardeni returns to Excess Returns to break down the evolving market landscape, why he moved the Magnificent 7 to underweight, and how AI, productivity, interest rates, global markets, and sector leadership will shape the next stage of the Roaring 2020s. Ed explains why the economy has remained so resilient, what could finally trigger a true mark…
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Profiles in Credit - The Annual Sit Down with Callum Thomas - 2025
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Re-acceleration, rotations, and macro turning points. In this annual conversation, Geoff Castle, Lead Portfolio Manager, Fixed Income sits down with Callum Thomas, Head of Research at Topdown Charts to look back on last year's big macro calls, then look ahead to 2026. They cover the case for a global growth re-acceleration, why bonds might still of…
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The Power That Comes From Leading With Humility | Ep. 1,188
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This episode of Own Your Power explores the transformative strength of leading with humility. It dives into the stark contrast between prideful leadership marked by criticism, ego, and self righteousness and humble leadership rooted in compassion, gratitude, self awareness, and growth. Through timeless wisdom and powerful examples, the episode high…
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The Fed Is Printing Fake Money – Why Baby Boomers Are at Risk
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Robert Kiyosaki's warning is harsh, but the solution is clear. The Federal Reserve prints $2 Trillion Per Year in "Fake Money"—while your 401(k) quietly loses value. Here's how to protect yourself with real assets before 2035. Watch on YouTube https://youtu.be/cqK9VfIs-2M Don't waste golden nuggets! Get ahead of the 97% with this episode *** Know w…
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Episode 387: Lessons from The Wealthy Barber (2025)
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In this episode, the team digs into the newly updated 2025 edition of The Wealthy Barber — Dave Chilton's iconic Canadian personal finance book that helped shape millions of financial journeys. Ben, Dan, and Ben walk through the biggest lessons Dave has reworked for a world of high housing costs, social-media-fueled spending pressure, new tax-shelt…
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Semiconductors Demystified w/ Nick Rossolillo: Supply Chain, Cyclicality, and Top Chip Stocks
53:14
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53:14
Want to go deeper on real companies with simple, long-term investing guidance? Subscribe to the Value Spotlight Newsletter, where Dave and Andrew share stock ideas, valuations, and lessons from real businesses straight to your inbox. In this episode, Dave welcomes Nick Rossolillo from Chip Stock Investor for a deep dive into the semiconductor indus…
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Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
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1:00:44
In this episode of Excess Returns, we sit down with Andrew Beer to break down managed futures, hedge fund replication, diversification, and what investors can realistically expect from these alternative strategies. Andrew explains why managed futures can act like a “cloudy crystal ball,” how trend strategies capture major macro shifts, why complexi…
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Over the last couple of weeks, I’ve been recording a series of Q&As that came out of a presentation I gave in November for the American Association of Individual Investors — AAII. At the end of that nearly two-hour talk, I promised that I’d do a podcast answering every single question that came in. Well… there were 36 questions. That’s a little too…
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Episode 471: Holy MiFID Quandaries, HGER, And The Desert Portfolio
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In this episode we answer emails from Anonymous, Pete, and Wilhelm. We discuss how MiFID reshapes investing for U.S. citizens retiring in the EU, the commodities fund HGER and the "Desert Portfolio." Links: Father McKenna Center Donation Page: Donate - Father McKenna Center IBKR MiFId Client Page: MiFID Client Category Portfolio Charts Assets Page …
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Crypto Storm Is Ending: How 2025 Pain Sets Up 2026 Gains w/ Jesse Eckel
41:43
41:43
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The crypto market has been a mess of fake-outs, liquidations, policy shocks, and “is this the top?” anxiety, but according to Jesse Eckel, all that pain wasn’t pointless. It was the final act of the tightening cycle… and the setup for something much bigger. ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenizati…
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#69 | The Rise of China | Interview w/ John Lin
1:26:03
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Follow John Lin's LinkedIn. In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chinese and Western business models. The conversation explores strategi…
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S7 Ep.11: Tony Davidow - is the illiquidity premium still justified?
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The illiquidity premium (the extra return investors seek for locking up capital in private markets) has long been a cornerstone of alternative investing. But with rising interest rates, massive inflows into private markets, and evolving macro conditions, how reliable is this premium today, and how should investors think about capturing it? In this …
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The Anatomy of a Fallen Angel: Management, Mispricing, and Turnarounds + Weight Watchers $WW Thesis with Paul Cerro, Founder and CIO of Cedar Grove Capital Management
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My guest on the show today is Paul Cerro, Founder and CIO of Cedar Grove Capital Management, and today’s conversation is all about fallen angels — once high-profile companies that collapse due to poor execution, leverage, or macro pressure, but can become some of the most mispriced and compelling opportunities in the market.Paul breaks down the ana…
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What the 2025 Autumn Budget Really Means for Wealth Builders
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Key Topics Covered: 1. Budget Headlines & Tax Changes More taxes on recurring income, dividends, and savings Business owners face higher dividend charges and new limits on passing businesses to heirs Employee Ownership Trusts (EOTs) and Business Property Relief (BPR) now have stricter tax limits 2. Impact on Pensions & Investments State Pension inc…
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Stop Confusing Correlation With Causation - It's Dangerous
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Correlation tools, widely offered to investors, are historic and static, but the stock market is current and dynamic... exactly the opposite! Investor's Deep dive guides you through their dangers and offers far better choices to forecasting. AnalystKit.com Mixing AI with tried-and-true calculations, to find you find the best stocks in a single clic…
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