Investing Mastermind Podcast

When the stock market is in a bubble, we channel our inner Warren Buffett by investing the way that Buffett would. Instead of investing in what's trendy, we can study and invest in companies that are meaningful to us while honing our investing skills. When thinking about which companies to study, we can start with companies whose products and services we like, are familiar with, or come across...

Cryptocurrencies and the stock market have been bubbling up into the new year. In today's episode, we discuss the "animal spirits" that seem to have possessed crypto markets. We also share a Public Service Announcement of warning people about the dangers of "rug pulls" where a lot of people have been falling victim to crypto scams. As the saying goes, "a fool and his money are easily parted." Reme...

Ready to set yourself up for investing success in 2025? 🎄 In this holiday episode, we reflect on the biggest lessons from 2024 and revisit our most-loved episodes, including: • Episode 65: Warren Buffett’s annual letter and timeless insights. • Episode 68: What stocks to buy right now. • Episode 53: Charlie Munger's Final Investing Advice (Part 1) • Episode 64: How much should you know about a st...

In our 100th episode, we unpack why Warren Buffett’s Berkshire Hathaway is holding $325 billion in cash. Is it tax strategy, market anticipation, or prepping for a big acquisition? Plus, we explore his reduced stake in Apple and what it signals about the future of investing. Remember to subscribe to @InvestingMastermind to get the latest episodes. Listen to the Investing Mastermind Podcast on your...

As the holiday season rolls in, it’s easy to get caught up in wrapping presents—but what about wrapping up your financial year? In this episode, Signe Lønholdt and Michelle Marki share practical tips for setting achievable financial goals for 2025. A simple 5-minute technique for brainstorming your goals How to prioritize and track progress without feeling overwhelmed Get concrete ideas of budgeti...

Following the November 2024 US Election, Signe and Michelle discuss how the stock market, betting markets, and the economy seem to be reacting to who won the US presidency. We touched on how the Fed recently lowered interest rates by 25 basis points in anticipation of a slowing economy. Warren Buffett seems bearish as Berkshire Hathaway's cash pile is $325 billion! Signe mentioned Fed Chair Paul V...

While the presidential election this November 2024 is big news, what's also big news is how Berkshire Hathaway has racked up a cash pile of $325 billion! Over the summer, Berkshire sold about 100 million shares of Apple or about $15B, and now their AAPL stake is only $70B. In addition, Berkshire sold more Bank of America to be a net seller of stocks in Q3 2024. While Warren Buffett's initial selli...

Are you living paycheck to paycheck? If so, you're not alone – but it's never too late to make a change. In this episode, we discuss how investing transformed our approach to personal finance. We share the mistakes we've made so you can learn how to improve your money habits and spending patterns. Plus, Signe shares why she is ready to take her personal finances to the next level! Remember to subs...

Are we on the brink of another 'lost decade' in the stock market? In this episode, Michelle and Signe dive into past market cycles, discuss the potential warning signs we’re seeing today, and share insights on which stocks may thrive during tough times. Remember to subscribe to @InvestingMastermind to get the latest episodes, and follow us on Instagram @InvestingMastermindPodcast. Listen to the In...

Are you more afraid of starting to invest or working until retirement at 70? In this episode of the Investing Mastermind Podcast, we unpack this question. We discuss the rising retirement ages, stock market cycles, and the Warren Buffett approach in this current financial environment. We’ll also touch on the hype around AI stocks—should you jump on the bandwagon, or is it too risky now? Remember t...

Will the upcoming American election in November send the stock market on a wild ride? We discuss a few trends with how the election or whoever is president happens to affect the stock market and the economy. Regardless of what happens, keep studying stocks individually, up your skills to generate more income, and don't forget to vote in November if you're an American!

The Federal Reserve cut the Fed Funds Rate by 0.50% on September 18, 2024. On the next day, the stock market jumped enthusiastically, only to give back some gains. Signe and Michelle discuss the potential effects of the Fed rate cut on the stock market and the economy. Could a recession be looming in spite of the seeming reprieve a rate cut gives?

The headline of this podcast episode is that Berkshire Hathaway has sold 50% of its Apple stake to rack up $277 billion in cash. Some of what Berkshire seems to be buying with that cash includes Ulta, Occidental Petroleum, and Chubb. However, Berkshire is bearish on Bank of America and Apple based on selling these storied stocks. Why is Warren Buffett or his investing team selling an amazing stock...

Signe and Michelle discuss how Fed Chair Jerome Powell recently announced at the Jackson Hole meeting that the time has come for the fed funds rate (and thereby interest rates) to come down. We discuss the implications of a potential Fed rate cut in September 2024 on bonds, the stock market, and mortgages!

In today's short episode, Michelle discusses the possibility of a Federal Reserve interest rate cut in September 2024. She talks about what we can do to benefit before a rate cut were to take effect. The so-called "experts" are predicting that the current interest rate range of 5.25% to 5.5% will be cut down to below 4% by the end of 2025. Lets see what will happen!

Did vacation come as a surprise again this year? Get Signe and Michelles best tips on how to budget and plan for a vacation. Remember to subscribe to Investing Mastermind Podcast to get the most recent episode directly in your feed. To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel,...

With the Olympics happening right now, many people are getting exposed to brands, and some of Signe's clients are getting inspired to add sports brands to their wishlist of potential stock buys. However, being a famous brand is not equal to being a wonderful business. Michelle and Signe discuss how to determine if the business behind the brand is as strong as the brand. When Nike's stock r...

With the Crowdstrike outage on many enterprise Microsoft systems that happened on Friday, July 19, our listeners may be wondering if now is a good buying opportunity of CRWD stock. However, Signe and Michelle share some cautionary tales as discuss and learn about investing on this podcast. Since we recorded this podcast episode, CRWD fell even more to be down about 30% over the last month, much mo...

The stock market is climbing yet again and Michelle and Signe are looking into what is happening, explaining it in a way that new investors undestand the current price level of the market because though history doesn’t repeat itself it does rhyme... Remember to subscribe to and follow Investing Mastermind Podcast to get the most recent episode directly in your feed. To take an investing workshop,...

In this episode Michelle and Signe discuss financial freedom and share their thoughts on how to achieve it. Remember to subscribe or follow to get the most recent episode directly in your feed. You can also follow us on Instagram @InvestingMastermindPodcast. To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michel...

Even the best intentions in management's communication can sometimes backfire, causing shareholders to sell their stocks and driving the price down. That's exactly what happened last week. We'll dive into that example in this episode of the Investing Mastermind Podcast. Remember to subscribe to or follow Investing Mastermind Podcast to get the most recent episode directly in your feed....

In this episode, we’re diverging from our usual investing topics and opening up about personal finance, specifically how we handle finances with our partners. Listen in to hear our different perspectives on setting up your finances together. Download the Money Mindset partner questions mentioned by Signe https://mailchi.mp/cab07560d1fb/money-mindset Remember to subscribe to  @investingmastermind t...

In this episode Michelle and Signe share which Investing Books they will be reading this summer. From Light summer reads at the beach to heavier books for rainy days in the Nordics. Books mentioned in this episode: Danielle Town and Phil Town: “Invested” Warren Buffett (Author), Max Olson (Editor): “Berkshire Hathaway Shareholders” (or read the letters on Bershirehathaway.com) Daniel A. Strachman:...

In this episode, we discuss "Roaring Kitty" aka Keith Gill and the most recent GameStop (GME) frenzy. We talk about the implications of such market maneuvers and why staying true to sound investment principles is more important than ever in these turbulent times. **Episode Update:** Following our recording, Keith Gill held a livestream that briefly sent GameStop shares soaring by nearly...

"To invest or not to invest", that's the question many individual investors are asking themselves these days. In this episode, Signe and Michelle reveal what they’re up to and share how you can take advantage of the unique opportunities available right now. To take an investing workshop, visit Signe's website: Investionista.com Michelle's investing blog: www.michellemarki.com...