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The Hodges Family has been steeped in the investment management business since the 1960s. From the inception of Hodges Capital by the patriarch, Don Hodges, to the present generation who continues to run the business, the knowledge here is extensive.We will cover many different topics within the vast realm of investing. Some may be more general, some more specific. We tend to keep it playful and tie-in some of our favorite quotes to highlight our points. With each episode we hope our listeners gain more insight into our thought process and how we help our clients.
19 Episodes
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In this episode of "Horse Cents, Street Smart Investing", Craig and Clark Hodges join producer Ron Corning to dissect the 'Meme Stock' craze that saw Dallas-based Gamestop at the epicenter. Is it over or poised for a comeback? For those hit hard by meme stock losses, this podcast delves into their evolving relationship with the market. Do these investors steer clear, potentially missing out on long-term wealth? The hosts explore the psychological and financial aftermath, offering valuab...
In Season 2, Episode 4 of 'Horse Cents, Street Smart Investing,' hosts Craig and Clark Hodges delve into the role of celebrity CEOs and how they can impact a company, using Elon Musk and Tesla as an example. They explore the fine line between a celebrity CEO blessing or cursing a company, emphasizing that while CEO charisma matters, it's the company's fundamentals that ultimately drive its value. Drawing from Disney's experience, they highlight the importance of leadership with a grasp of bus...
Join Horse Cents, Street Smart Investing for a conversation with Hodges Capital CEO and co-founder Craig Hodges and Director of Research Eric Marshall in Season 2, Episode 3, as they dive deep into the complex world of inflation and investing. In this episode, Craig and Eric explore the true meaning behind inflation and how it can actually be a sign of prosperity, despite popular belief. They also tackle the Fed's goal of raising unemployment and discuss the potential impact it could have on ...
In this episode the Hodges brothers break down the relationship between politics and your money. While there is always a lot of rhetoric around how the outcome of an election can impact the market, you may be shocked to learn that the outcome of midterm elections has historically not had a negative impact on the market. But the Hodges acknowledge politics and policy can shape certain areas of the economy. And how do they take into account your personal politic views when bui...
It’s the launch of season 2 of “Horse Cents, Street Smart Investing”, and we take a look at the year that was. What does history tell us about navigating a downturn like we saw in 2022? And what happens if you sit on the sidelines during the comeback? We break it down by the numbers, and the results are remarkable. And finally, building trust. Yes, the Hodges know that bad advisors give the good ones a bad name. What you should look for when looking for an adviso...
Clark Hodges and Alan Ebright will discuss a few items in this episode. Having a plan for saving and investing. Tips for increasing your savings. It’s time in the market, not timing the market, that is the most important element. Is rental property a good idea? When it comes to stock dividends, it’s your pick; reinvest or take the distribution. Getting a financial check-up in your late 40s or early 50s.
Clark and Alan will discuss the effects of perceived negative news on our investing psyche. The hazards of Shiny Object Syndrome (chasing things that are in-fashion and widely discussed). How having a research process helps our clients and reduces behavioral investing mistakes. A couple tips for calming oneself. A little education on SPACs and how things can go from red hot to ice cold in a short period of time. Sometimes it’s about what you do not buy that ends up being the right decision.
The Hodges brothers will talk more about the history of the company. Their father, Don Hodges, and his legacy. The power of observation in our research process…..and of course there will be a few quotes from Don’s book, Horse Sense, Street Smarts.
Alan and Clark will discuss one of the biggest behavioral investing mistakes. Why any short-term prognostication about the market direction is futile. Hazards of extrapolating the current market environment. Your advisor as your financial therapist.
This is a very important episode for those who are retired or retiring in the near future. Everyone will have various levers to pull to get income in retirement and we’ll walk through those that are the most common. Retirement income planning is nothing more than establishing a budget, and this episode will help you out.
In this two-part episode, Alan and Clark will discuss some of the triggering points in a person’s life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get their estates in order and have family members in the know. The “when” and the “why” are equally important!
Alan Ebright and Clark Hodges will give you the questions to ask and answers you need to know when interviewing an advisor. The financial advice landscape is vast, and there are many ways in which advisors can run their businesses. We’ll will boil it down to its essence and share with you our unique model.
We get more specific in this episode and address the emotions that are typical when markets correct.Topics:How having a research process is keyWeighing perception vs. reality in both stock selection and the market environmentHow a professional portfolio manager can ease investor emotions
In this episode our senior portfolio managers, Craig Hodges and Eric Marshall, will discuss how we cultivate ideas and the methods we use to choose stocks. We have a repeatable process that we have honed over 30 years and is helpful to our clients in all types of market environments. In the investing world it is always necessary to have a philosophy that is both grounded and time-tested.
We’ll cover multiple topics here for general knowledge.Types of financial advisorsVetting potential advisorsWhat is a Registered Investment Advisor (RIA)Perceptions about riskHazards of concentrated positionsWhen it could be time to de-risk certain holdings
In this episode we get very specific about the political environment and markets. The last few election cycles have spawned a fair amount of investor apprehension and worry. We’ll discuss how to assess the political landscape as it relates to having better investing behavior.
In today’s episode we touch on various topics as a continued introduction to what we do. We’ll discuss the following:At what life stage does one hire an advisorBudgeting for investingA primer on mutual funds and Exchange Traded Funds (ETFs)Active management and portfolios of individual stocksIntro to the Hodges Private Client programWhat a client can expect from us
In our introductory episode, the Hodges brothers will discuss some of the history of Hodges Capital, including the book of quotes entitled “Horse Sense, Street Smarts” (from which the podcast name is derived). We’ll also touch on the benefits of saving early in life, owning stocks for the long-term, avoiding some common pitfalls (using leverage, trading options), learning from past mistakes, and more.
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