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The Investing for Beginners Podcast - Your Path to Financial Freedom

The Investing for Beginners Podcast - Your Path to Financial Freedom
Author: By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
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Description
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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In this episode, Andrew and Dave delve into the intricate business models of Visa and MasterCard. They discuss the performance and history of these companies, emphasizing Visa's American-centric focus compared to MasterCard's international reach. The conversation covers the concept of a duopoly and how both companies have become dominant players through strong network effects.
They analyze the revenue streams of Visa, including service revenues, data processing, international transactions, and value-added services, and discuss the growth potential of these segments. The episode also compares Visa and MasterCard with competitors like American Express and Discover, highlighting the differences in their business models. Key risks such as regulation, real-time payments, and platform power are examined. The episode concludes by exploring the future of the industry and the potential for further innovation in payment systems.
00:00 Introduction to the Podcast
00:30 Why Care About Visa and MasterCard?
00:50 History and Overview of Visa and MasterCard
04:00 Understanding the Business Model
13:53 Revenue Streams of Visa
24:50 Comparing Visa and MasterCard
25:52 Competitors: American Express and Discover
30:59 Risks and Future Outlook
39:58 Conclusion and Additional Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the Investing for Beginners podcast. In this episode, we are joined by Brian Feroldi from the Long-Term Mindset to explore how AI can enhance stock research. Brian shares his experience and tips on integrating AI for fundamental analysis, explaining its benefits and limitations.
He walks through various practical AI prompts to analyze a company, from business phase analysis to risk assessment. Brian also introduces his tool, Stock Simplifier, including in-depth prompts for effective research.
00:00 Welcome and Introduction
00:30 Embracing AI in Everyday Life
01:31 AI for Fundamental Analysis
02:50 Benefits of Using AI in Investing
05:19 Addressing AI Concerns and Trust Issues
10:15 Effective AI Prompting Techniques
17:19 Live Demonstration: AI in Action
24:06 Revenue Breakdown and Customer Purchase Frequency
25:05 Pricing Power and Market Sensitivity
25:51 Recession Impact Analysis
27:40 AI-Powered Moat Analysis
33:11 Business Phase Analysis
37:07 Risk Assessment Using AI
41:39 AI in Stock Analysis: Efficiency and Future
44:19 Stock Simplifier: A Tool for Retail Investors
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Stock Simplifier with AI Prompts
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
On this episode of 'At Any Rate,' host Evan Raidt welcomes Kathy Tomes, creator and host of 'Budgeting Breakthrough.' They discuss making sustainable financial changes, Kathy’s personal financial awakenings, and the development of her Budgeting Breakthrough system.
Key topics include the importance of financial planning, emotional aspects of money management, the power of automation, and tips for maintaining financial discipline.
Kathy also shares insights into using her budgeting tool for achieving various financial goals and why investing in financial tools can outweigh their costs.
The episode emphasizes the concept of financial freedom through consistent and mindful financial habits.
00:00 Welcome and Introduction
00:06 Meet Kathy Tomes: Budgeting Expert
00:41 Kathy's Financial Awakening
03:03 The Birth of Budget Breakthrough
04:41 Automation and Financial Beliefs
05:47 Prioritizing Financial Freedom
10:06 Sustainable Financial Changes
12:04 The Origin of Budget Breakthrough
17:30 Using Budget Breakthrough for Various Goals
19:13 Client's Retirement Lifestyle Shift
20:27 Personal Financial Rituals
21:10 Vision Budgeting and Manifesting
24:40 Budgeting Tools and Techniques
30:57 Credit Card Management Strategies
34:22 Investing in Financial Tools
37:23 Conclusion and Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Unlock the habits and tools for real financial transformation—start your today with Kathy at budgetbreakthrough.com!
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Investing for Beginners Podcast, Dave and Andrew continue their discussion on finding investment ideas from everyday life. They explore companies associated with the modern workday, such as Google, Salesforce, and Dell, highlighting their financial performance and growth prospects.
Other companies discussed include Starbucks, Zoom, DoorDash, Wendy's, Otis Elevators, and Uber, providing a comprehensive overview of their market position and financial health.
The episode emphasizes the importance of understanding business models and staying informed about the investment potential of the companies encountered daily. The hosts also stress the value of looking beyond traditional stock screeners and finding hidden investment gems in familiar places.
00:00 Introduction and Recap of Part One
00:38 Exploring Workplace Investment Ideas
01:18 Deep Dive into Google
04:56 Analyzing Salesforce
08:11 Starbucks: A Surprising Contender
10:35 Zoom: The Pandemic Darling
14:14 Dell Computers: A Solid Investment?
16:08 Lunch Break: Wendy's and DoorDash
16:43 Dave's Burgers and Disappointment
16:58 Analyzing DoorDash's Performance
21:04 Wendy's Struggles and Fast Food Woes
23:36 Otis Elevators: A Stable Investment?
25:07 Netflix's Growth and Content Strategy
29:50 Uber vs. Lyft: A Tale of Two Rideshares
33:10 Conclusion: Finding Stocks in Everyday Life
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Andrew and Dave announce a major change for their business, as Dave takes over as the new portfolio manager for Value Spotlight. The discussion includes Dave's investment focus on payments, semiconductors, and energy sectors, explaining why these industries are promising for the future.
Dave shares his journey of learning about these sectors, including experiences with JP Morgan, and offers insights into his investing philosophy, how he manages risks, and his diligence in handling investor responsibilities.
An overview of Value Spotlight's future directions under Dave's leadership is also provided.
00:00 Welcome and Big Announcement
00:23 Transition to New Portfolio Manager
01:35 Focus on Payments Industry
04:38 Global Impact of Mobile Payments
07:19 Understanding Visa and MasterCard
13:14 Introduction to Semiconductors
15:21 Learning About the Semiconductor Industry
19:30 Exploring the Energy Sector
32:52 Introduction to Investment Philosophy
33:55 Managing Portfolio Risks
35:03 Learning from Market Crashes
38:42 Dealing with Investment Mistakes
42:02 The JP Morgan Story
45:26 Becoming a Writer
48:39 Excitement for Stocks and the Market
50:17 Value Spotlight and Future Plans
54:22 Final Thoughts and Encouragement
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
You can find Evan's custom spreadsheet by going to http://Einvestingforbeginners.com/homebuying
In this episode, Evan Raidt and Andrew Sather dive deep into the personal and transparent journey of buying a first home.
Evan details the step-by-step process he and his wife underwent, from saving 30-40% of their income post-college to navigating the complexities of home-buying.
The discussion includes budget strategies, financial decisions, and unexpected hurdles.
Additionally, Evan highlights the importance of honest communication in partnerships, hiring the right realtor, and getting a professional home inspection.
He also introduces a free home-buying calculator to help future homeowners plan effectively.
The episode concludes with Evan inviting listeners to ask questions for a future follow-up session.
00:00 Introduction and Guest Welcome
00:19 Personal Home Buying Journey Begins
01:50 Financial Planning and Budgeting
08:35 Deciding to Buy a Home
09:59 Exploring Home Options and Tools
16:32 Choosing a New Home
21:48 Starting the Closing Process
22:27 Making the Earnest Money Deposit
23:54 Navigating Financial Scrutiny
25:14 Securing Home Insurance
25:49 Importance of Home Inspection
29:39 Finalizing the Purchase
31:01 Mistakes to Avoid as a First-Time Home Buyer
36:04 Understanding Realtor Roles
40:38 Q&A and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of the Investing for Beginners podcast! In today's Q&A session, Dave and Andrew tackle three listener questions that span a variety of investing topics.
First, they help Freddy from Canada decide whether to keep his investments in an RRSP or move them to a TFSA. Next, they answer Boz's question about Adobe stock, discussing whether it's undervalued or a falling knife. Lastly, they explain the concept of 'cost of equity' and its importance to investors, especially younger ones.
00:00 Introduction and Listener Questions Overview
00:22 Freddy's Dilemma: RRSP vs TFSA
11:09 Analyzing Adobe's Stock: Is It Undervalued?
22:46 The SNAP Test and Adobe's Market Position
23:36 Identifying Falling Knives in the Market
24:49 Case Study: GameStop's Financial Struggles
27:01 Key Indicators of a Falling Knife
31:08 Understanding the Cost of Equity
36:52 Impact of Interest Rates on Cost of Equity
41:23 Resources for Learning About Cost of Equity
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. For our EXCLUSIVE GIVEAWAY, and your chance to win a DIY PPF Full Body Wrap kit tailored to your ride, simply go to this link:
https://station.page/tesbros/contest/theinvestingfor
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of the Investing for Beginners podcast! In this engaging discussion, we welcome back Daniel and Shawn from the Intrinsic Value Podcast to dive deep into investment strategies.
We explore how they source investment ideas, their approaches to understanding company value, and the importance of brand and consumer insights. With a focus on practicality, they share how they navigate competitive advantages, manage risk, and approach valuations.
00:00 Introduction and Guest Welcome
00:30 Sourcing Investment Ideas
01:21 Evaluating Companies and Inflection Points
02:09 Personal Investment Strategies
06:04 Community Insights and Bias
07:46 Writing and Research Process
16:56 Circle of Competence and Risk Management
34:35 Understanding Supply and Demand in Tech Investments
35:40 The Importance of Brand Value Over Technology
41:46 Valuation in the Investment Process
49:04 Evaluating Competitive Advantages and Moats
57:06 Insights on Global Market Differences
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Learn more from Daniel and Shawn:
Intrinsic Value Podcast website/newsletter
Intrinsic Value Podcast Spotify
Intrinsic Value Podcast YouTube
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. That’s T-E-S-B-R-O-S dot com and use code POD15 at checkout.
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of 'At Any Rate,' host Evan Raidt is joined by financial expert Dave Ahern to discuss the hype and overconfidence prevalent in the stock market.
They explore how excitement around phenomena like AI can drive investors' decisions, often leading to premature and misguided investments.
They stress the importance of financial literacy, cautious investments, and understanding the long-term cycles of the market.
Dave also shares strategies for maintaining motivation and making smart investment choices despite market volatility.
Listeners are encouraged to approach investing with caution, avoid succumbing to hype, and find a balance in their financial strategies.
00:00 Introduction and Welcome
00:27 Discussing Market Hype and Overconfidence
01:10 AI Hype and Media Influence
03:55 Market Cycles and Investor Behavior
05:38 Personal Experiences with Market Hype
07:41 The Impact of Information and Technology on Market Hype
14:28 Strategies to Avoid Falling for Market Hype
22:07 Staying Motivated and Balanced in Investing
31:07 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Dave and Andrew delve into the recent news surrounding TikTok's influence on social media stocks. They discuss the potential impact of TikTok's proposed US-China split and analyze how it might affect other major social media companies like Meta, Snapchat, Pinterest, and Reddit. The conversation touches on key performance indicators such as daily active users (DAU) and average revenue per user (ARPU).
Additionally, the hosts explore the broader implications for the market, considering how shifts in regulatory environments and technological advancements in AI and hardware could shape the future of these companies.
00:00 Welcome to Investing for Beginners
00:11 Breaking News: TikTok's Impact on Social Media
01:07 TikTok's US-China Deal Explained
05:23 Implications for Tech Giants and the Market
09:12 Regulatory Risks in International Investments
09:54 Practical Advice for Beginner Investors
14:26 Analyzing Social Media Stocks
27:49 The Future of Super Apps
46:21 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Go to tesbros.com and use code POD15 for 15% off your first order. That’s T-E-S-B-R-O-S dot com and use code POD15 at checkout.
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
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Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Andrew and Dave discuss stocks that listeners encounter in their everyday lives. Starting from morning routines involving Keurig coffee and Crest toothpaste, they delve into companies like Dr. Pepper, Keurig Dr Pepper, and Procter & Gamble.
The journey continues with an exploration of Johnson & Johnson, various car manufacturers like Ferrari and Tesla, and fast-food giants such as McDonald's and Domino's Pizza.
They also analyze entertainment stocks like Spotify and Apple, and grocery stores like Kroger and Sprouts. Through this engaging exercise, they highlight the financial metrics and growth potential of each company, providing insights into what makes these familiar names solid or risky investments.
00:00 Introduction to Investing for Beginners
00:40 Morning Routine Investments: Keurig and Dr. Pepper
05:07 Procter & Gamble: The Household Giant
09:29 Johnson & Johnson: A Healthcare Staple
12:32 Automotive Investments: From Ferrari to Tesla
17:15 McDonald's: A Breakfast Investment
17:48 Franchise Model Insights
17:55 Domino's Pizza Revenue
18:24 Stock Growth Rates
19:44 Spotify Financial Overview
22:29 Apple's Revenue and Profit
27:14 Lunch Options: Chipotle vs. Kava
30:19 Grocery Store Comparisons
34:29 Conclusion and Next Steps
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of 'At Any Rate,' host Evan Raidt is joined by John De Goey, author of 'Bull Shift,' host of 'Make Better Wealth Decisions Podcast,' and a respected portfolio manager.
John shares his extensive journey to becoming a consumer advocate and financial advisor, highlighting his personal financial awakening.
John discusses various biases, emphasizing overconfidence and recency bias, and how they impact our financial decisions.
The conversation delves into the concepts of optimism bias and longevity risk and the importance of diversification.
John offers valuable advice on preparing for economic downturns and the role of financial advisors in providing focus and discipline. He also recommends several insightful books on behavioral finance and shares his views on achieving financial freedom.
The episode wraps up with John providing information on where to find more of his work, including his podcast and latest book.
00:00 Introduction and Guest Welcome
00:33 John Dego's Journey to Financial Advocacy
02:40 Personal Financial Awakening
05:27 Understanding Financial Biases
08:13 Stagflation and Economic Concerns
13:47 Financial Goals and Industry Changes
28:10 The Role of Financial Advisors
31:59 Longevity Risk and Financial Freedom
35:28 Recommended Reading for Financial Literacy
39:32 Conclusion and Where to Find More
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Please make sure you subscribe to John's channels and website. You can find him on his website johndegoey.ca, his podcast Make Better Wealth Decisions Podcast, and buy his book Bull Shift, where all books are sold.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Investing for Beginners podcast, hosts Dave and Andrew welcome Pieter from Compounding Quality to discuss his new venture, Tiny Titans. Pieter details his strategy for investing in microcap stocks, explaining the significant upside potential of these small companies.
The conversation covers the importance of identifying high-quality, small-cap stocks with strong growth potential, as well as the diligent research and hands-on approach required to find these opportunities. Peter also shares his methodology for evaluating CEOs and the unique challenges and rewards of investing in microcaps.
00:00 Introduction and Guest Welcome
00:38 Why Microcaps?
01:31 The Potential of Tiny Titans
03:43 Challenges and Strategies in Microcap Investing
05:43 Researching and Identifying Microcap Opportunities
08:24 Building a High-Quality Microcap Portfolio
10:44 The Importance of Due Diligence
19:01 Engaging with Company Management
23:09 Concerns About Kelly Partners Group
24:00 Challenges of Accessing Company Executives
24:36 Due Diligence on Chapters Group
26:16 Insights from Capital Markets Day
30:22 Importance of CEO Analysis in Small Caps
32:50 Key Questions for Management
36:22 Investor Fit for Tiny Titans
37:33 Valuation and Market Trends
41:06 Tiny Titans Launch Details
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Learn more from Pieter:
Tiny Titans (Goes live September 16th)
Compounding Quality
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the 'Investing for Beginners' podcast, Andrew and Dave dive deep into the world of earnings calls and reports. They cover the basics of what an earnings call is, the importance of the SEC's 10-K and 10-Q filings, and how to analyze these reports whether a company is new to you or familiar. The hosts discuss their personal strategies for consuming earnings call information, tools they use like the Quarter app and Google Keep, and address how to handle bad news in earnings reports.
00:00 Introduction to Earnings Calls and Reports
00:38 Understanding SEC Filings: 10-K and 10-Q
02:08 The Optional Nature of Earnings Calls
03:17 Scheduling and Timing of Earnings Reports
07:30 Analyzing New Companies: Earnings Calls vs. Reports
09:29 Listening Strategies for Earnings Calls
11:29 Evaluating Management's Tone and Behavior
18:17 Handling Bad News in Earnings Reports
22:25 Tools and Resources for Earnings Calls
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this podcast episode, Evan Raidt and Andrew Sather discuss how to handle downturns in the stock market.
They explore the natural cycles of the market, explaining the concept of downturns and market corrections.
Andrew shares his personal experiences with financial instability and offers advice on maintaining an investment strategy during turbulent times.
They emphasize the importance of staying invested, utilizing dollar-cost averaging, and having a diversified portfolio.
Furthermore, they provide tips on automating investments and managing emotions during market downturns.
The episode concludes with practical advice on preparation and maintaining a long-term perspective in investing.
00:00 Welcome and Introduction
00:29 Understanding Market Downturns
01:05 The S&P 500 and Market Corrections
02:16 Mindset Shifts During Downturns
03:34 Personal Experiences with Downturns
05:05 Psychology of Money and Risk Tolerance
05:34 Overcoming Fear and Staying Invested
08:38 Impact of Financial News and Media
22:05 Advice for Passive Investors
25:59 Setting Up Before a Crisis
26:23 The Complexity of Index Trading
27:14 The Reality of Market Predictions
28:05 Understanding Realized Gains and Losses
29:00 Interconnectedness of Markets
30:52 Impact of Market Downturns on Retirement
31:56 Historical Market Downturns
34:08 Strategies for Weathering Downturns
36:30 The Importance of Dollar Cost Averaging
41:32 Final Tips and Automation
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Please make sure you subscribe to Brian's channels. You can find him on his website disciplinedtradersacademy.com, his podcast Learn to Swing Trade the Stock Market, and his YouTube channel.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to Evan at evan@einvestingforbeginners.com
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In this episode, Dave and Andrew welcome Kyle from Milk Road to discuss various aspects of cryptocurrency, blockchain technology, and stablecoins. Kyle explains the basics of how blockchains work and the value they bring to the digital financial system. He highlights the global applications of cryptocurrencies, especially in regions with unstable financial systems or high transaction fees.
The conversation also dives into the role of stablecoins like USDC, their backing by traditional assets, and how they integrate with modern payment systems through companies like Stripe. Kyle offers insights into how individuals and businesses can benefit from adopting these technologies for more efficient and cost-effective financial transactions.
The episode wraps up with practical advice for both crypto newcomers and seasoned investors on navigating this rapidly evolving space.
00:00 Introduction to the Podcast
00:37 Understanding Blockchain and Crypto
04:34 Global Financial Systems and Crypto's Impact
11:26 Stablecoins and Their Mechanisms
20:22 Identifying Legitimate Crypto Investments
22:50 Investing in Crypto: Lessons from the 90s Internet Boom
23:11 The Importance of Using Crypto Firsthand
24:16 Bitcoin vs. Ethereum: Key Differences
29:38 Stablecoins and Their Impact on Payments
32:14 The Future of Payments with Blockchain
39:02 Who Should Explore Crypto?
41:59 About Milk Road and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
More from Kyle:
Website: https://milkroad.com/
Twitter: https://x.com/KyleReidhead
Milk Road Daily: https://x.com/milkroaddaily
Have questions? Send them to newsletter@einvestingforbeginners.com
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In this episode, Andrew and Dave delve into the world of behavioral finance by analyzing Charlie Munger's famous speech, 'The Psychology of Human Misjudgment.' The hosts discuss various cognitive biases that influence investment decisions, including confirmation bias, authority bias, social proof, and the power of incentives.
They also explore Munger's concept of the Lollapalooza effect and the importance of building a 'latticework of mental models' for more effective decision-making. The episode provides actionable tips for listeners on how to recognize and counteract these biases to become better investors.
00:00 Introduction to Behavioral Finance
00:24 The Psychology of Human Misjudgment
03:42 Understanding Confirmation Bias
10:24 Authority Bias in Investing
16:59 Social Proof and Its Dangers
22:17 The Power of Incentives
22:38 The Power of Incentives in the Stock Market
23:28 Analyzing CEO and Analyst Behavior
25:35 The Importance of Asking 'Why?'
26:55 CEO Insights from Podcasts
30:03 The Lollapalooza Effect Explained
35:52 Avoiding Self-Serving Bias
40:45 The Importance of Mental Models
43:27 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
Have questions? Send them to newsletter@einvestingforbeginners.com
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In this episode, host Evan Raidt welcomes special guest Brian Montez, a swing trade educator and host of the 'Learn to Swing Trade the Stock Market' podcast.
Brian shares his financial awakening story, emphasizing the importance of discipline, structure, and practical tools in trading.
They discuss the fundamentals of swing trading, differentiating it from other forms of trading, and the significance of having a solid, repeatable system.
Brian provides insights into the emotional aspects of trading, risk management strategies, and the importance of not risking essential living expenses.
The conversation also touches on the impact of AI, the benefits of learning about financial markets, and encouraging young people to engage with trading.
Tune in to gain valuable knowledge on how swing trading can potentially provide additional income and financial security.
00:00 Introduction and Special Guest Announcement
00:52 Brian Montez's Financial Awakening
01:33 The Importance of Financial Education
03:21 Swing Trading Basics
05:46 Swing Trading for Full-Time Workers
09:07 The Role of Emotions in Trading
17:24 Misconceptions About Swing Trading
21:12 Realistic Timeframes for Swing Trading Success
21:58 The Importance of Market Experience
22:59 Emotional Management in Trading
23:57 Building and Sticking to Your System
26:21 Risk Management and Capital Preservation
28:48 Financial Planning and Swing Trading
40:13 The Role of AI in Trading
41:42 Where to Find More Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Please make sure you subscribe to Brian's channels. You can find him on his website disciplinedtradersacademy.com, his podcast Learn to Swing Trade the Stock Market, and his YouTube channel.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to Evan at evan@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Investing for Beginners podcast, hosts Andrew and Dave delve into the essential metrics used for analyzing companies, including the cash flow statement, income margins, current ratio, debt to equity, and return on equity.
Whether you're assessing tech giants like Nvidia or traditional companies like Walmart, these metrics will provide a solid foundation for beginner investors. The episode breaks down each metric into digestible pieces, explaining their significance and how to apply them in real-world scenarios.
00:00 Introduction to Investing for Beginners
00:37 Overview of Key Financial Metrics
01:10 Understanding the Cash Flow Statement
07:23 Analyzing the Income Statement
13:11 Evaluating the Balance Sheet
17:18 Debt to Equity Ratio Explained
24:14 Return on Equity and Its Importance
27:53 Advice for New Investors
29:34 Conclusion and Resources
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
For free access to the infographics mentioned in the show, go to einvestingforbeginners.com/visuals.
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
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In this episode, Andrew interviews David Gardner, co-founder and chief rule breaker at The Motley Fool. David shares the origin story of The Motley Fool, including its humble beginnings as a print newsletter and the inspiration behind its name from Shakespeare's 'As You Like It'.
He discusses the philosophy of rule breaker investing, emphasizing long-term holding of stocks, finding top dogs and first movers in emerging industries, and maintaining an optimistic perspective.
The conversation extends to insights from David's new book, 'Rule Breaker Investing,' which encapsulates 30 years of investment wisdom. They discuss notable stock picks like Amazon, Netflix, and Nvidia, and delve into the importance of good financial habits and a long-term investment mindset.
00:00 Introduction and Special Guest Announcement
00:21 David Gardner's Backstory and The Motley Fool's Origins
04:32 The Role of Games and Early Investment Lessons
07:00 Writing and Philosophy Behind 'Rule Breaker Investing'
09:29 Amazon: The Quintessential Rule Breaker
11:25 Navigating Market Doubts and Long-Term Investing
20:42 The Philosophy of Rule Breaker Investing
23:52 Introduction to Rule Breakers
24:06 The Six Traits of Rule Breaker Stocks
24:42 Examples of Rule Breaker Companies
26:17 Deep Dive into Axon Enterprise
37:09 The Importance of Holding Positions
39:46 The Power of Optimism in Investing
43:03 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
Pre-order Rule Breaker Investing here: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219
Check out David's podcast: https://open.spotify.com/show/6HLY85cnS6u1Ux7AkzpZG3
Today’s show is sponsored by:
Go to SHOPIFY.COM/beginners to start selling with Shopify today.
Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV DOT COM and get 20% off your first order with code INVESTING at checkout.
Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to Leesa.com, promo code INVESTING for 25% off mattresses PLUS an extra $50 off.
What else do Dave and Andrew recommend?
Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): fiscal.ai/ifb
Have questions? Send them to newsletter@einvestingforbeginners.com
SUBSCRIBE TO THE SHOW
Apple | Spotify | YouTube | Amazon | Tunein
Learn more about your ad choices. Visit megaphone.fm/adchoices
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I just listened to "The Investing for Beginners Podcast - Your Path to Financial Freedom" and I must say, it's a real game-changer! As someone who's been wanting to dip their toes into the world of investing but felt overwhelmed by all the jargon and options out there, this podcast was an absolute lifesaver. https://www.flickr.com/people/wax-paperie/ The hosts broke down complex concepts in such a simple and relatable way. From explaining the difference between stocks and bonds to discussing various investment vehicles like index funds and real estate, they covered a wide range of topics without making me feel like I was drowning in information. https://justpaste.it/u/WaxPaperie
This was a great listen for those of us getting near retirement. Lots of great information here. Thanks for including this in your podcast and hope you add more content from time to time for older investors.
I think your discussion about diversification might lead people down the wrong path
I just started listening to this podcast and like that these guys don't add all the drama that many do today. It's a great listen for not only new investors. I would love to hear more on investing for those of us in our 50' and 60's.
this is a perfect Sunday morning listen!!! Thanks so much!
Show has a lot of potential. I would like there to be more of a back and forth exchange between the hosts. There is a tendency (usually for Andrew) to talk a long time, while the other host sits in silence. I find that this makes the show less entertaining. I would also recommend having more listener input included in the show, such as pre-recorded calls from listeners who have questions. Overall, I feel that the pace of the show could be improved by covering more topics during each show and by having a better balance in the speaking contributions from the two hosts. When answering a question or giving an opinion, I feel that it would be more interesting if one host did not spend so long doing so. In short, need to pick up the pace, have more balanced interaction, and not spend so long on one particular point.
Good show, I work in an investment bank in Ghana 🇬🇭 and we do similar training for the public
love the content of this podcast. I am a beginner investor and I loved the way Andrew guides the nubes with his thoughts and line of thinking . I am definitely going the path of value investing. The only qualm I have is the quality of the audio. it has been going up and down and has really gone down . would really appreciate if I can listen this with better audio quality . cheers guys