Stocks for Beginners

When too much Shawn is never enough. Here's part 2 of our chat. The highlight for me in this episode is the trap of vanity investing. It's when people talk about their investments as a way of showing how sophisticated they are. It's about bragging rights and commanding authority over the mere mortals who only want to invest in the boring old S&P500. Shawn likens it to the bores who only want t...

Casey Stubbs is best known for helping people to earn income from actively trading the market. But he's also a believer in putting wealth into longer term investments that will grow steadily over the long-term. According to Casey, long-term investing is a game-changer because it allows investments to grow and compound over time. He emphasizes that anyone, regardless of their initial capital, can b...

What’s wrong with helping rich folk get richer? It just didn't make Shawn O'Malley feel good about himself. After a brief Wall Street adjacent career, Shawn made a terrible YouTube video, and ended up as the chief editor and creator of the popular We Study Markets newsletter, He now educates and informs readers in bite size chunks on a daily basis. We Study Markets is part of The Investor's Podcas...

My guest in this episode is Christopher A. Panagiotu the author of CAPitalize Your Finances : The How-To Financial Framework That Takes You from Compoundingly Clueless to Monetarily Magnificent . It was recorded on the day of Warren Buffett's 93rd birthday and Chris shared some of his thoughts on the Oracle of Omaha. Warren Buffett said something like this: "I became a better investor because I ru...

When and why did the CIA create a venture capital fund? How did a failed stockbroker become a literary giant? Fred Fuld III from the Wall Street News Network joined me to discuss Financial History, Investment Trivia and Antique Stock Certificates . Fred Fuld III is a former financial services executive, stockbroker, and market maker on the options floor of the Pacific Stock Exchange . He was Vice...

Are governments really spending money with the best interests of their own citizens at heart? Join Gary Brode from Deep Knowledge Investing in a thought-provoking conversation about the strange world of sovereign debt and how it links to the value of your money. Gary explains how government spending often doesn't add value to citizens' lives and contributes to the rising costs of everyday items. D...

Mark LaMonica CFA, is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. He still recalls the excitement of receiving his first dividend from Nike as a teen. Mark became interested in income investing during the chaotic dot-com crash emphasizing the importance of looking at a company as a real business, rather than a ticker code. Mark believ...

In this episode Phil and Karl Kaufman discuss the importance of free cash flow as a key metric for investors. Karl explains that free cash flow is the amount of cash left over after a company pays its expenses and capital expenditures. Unlike earnings, which can be manipulated, free cash flow provides a more accurate representation of a company's financial health.   They emphasize that invest...

How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments. We take a closer look at how companies - from well-capitalized tec...

Doug Morris is the CEO of Sharesight , a portfolio tracking tool that began as a father-son project in New Zealand. It has grown into a global enterprise with a team of 50. Doug shares the origins of Sharesight and provides insights into the most popular US trades, highlighting the tech companies' dominance. He also shares a fascinating statistic: the top 10 companies make up a third of the S&...

In Pursuit of Technology Gems: Unearthing Investments of the Future.   Anirban Mahanti is a lead advisor for 7investing. Before 7Investing, Anirban spent 5-plus years at The Motley Fool in various roles, including as the Director of Research and the founding lead advisor of the stock-picking newsletter Extreme Opportunities. Link to blog post: https://www.stocksforbeginners.net/blog/anirban7i...

What does an epic poem written around 700BC tell us about investing? How are investors tempted to steer their money onto the rocks of investing underperformance? My guest is Michael Kemp, author of The Ulysses Contract. There's plenty of great lessons in this interview & much more in the book. There's a lot to avoid but as Michael says: "Don't be discouraged by all the negative arguments I'm p...

Raji Khabbaz is the founder of Learn Wall Street , a program aimed at teaching financial literacy to grade 7-12 students. Raji is empowering the next generation to make informed financial decisions and secure a brighter future by equipping young minds with financial knowledge and the art of wise money management. Learn Wall Street is offering a finance and investing after-school educational progra...

This episode is a little departure from normal transmission. I was inexplicably invited back to the 2 Bulls in a china shop microphone. I love these guys, they have some great guests apart from me! This is one of their after-dark episodes where we eventually talk about investing. Kyle Hedman is a self-employed trader, and co-host of the 2 Bulls in a China Shop podcast. His trading strategies...

Simon Erickson is the founder and CEO of 7investing. We talk about the current macroeconomic environment, home-court bias, LLMs (Large Language Models), and stock stories from MercadoLibre, Rocket Lab, and Wolfspeed.  Phil's Linktree: https://linktr.ee/phil_muscatello Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4...

What is the energy sector? How have tensions with Russia impacted global energy markets, and how can Europe's energy security be strengthened amidst conflict, uncertainty and the renewable energy revolution. My guest in this episode is James Hill , CEO of MCF Energy . With over four decades of experience in the industry, James Hill provides valuable insights into the current state of the sector an...

Dr. Richard Smith is the founder and CEO of RiskSmith. He's a renowned mathematician and expert in risk analytics who's helped government agencies and Fortune 500 companies manage complex sets of data. He's the author of the Risk Rituals Newsletter where he aims to educate investors on how to manage their fear of risk. Richard has been experimenting with ChatGPT to analyze and construct portfolios...

Silicon Valley Bankcorp failed spectacularly in March 2023. The bank, the regulators and the media formed a circle of finger-pointing and blame: In this interview Gary explains "duration risk". Duration risk refers to the sensitivity of a bond's price to changes in interest rates. In simple terms, duration risk is the risk that the value of a bond will decrease as interest rates rise. For a bank,...

What's a financial advisor and how can they help us? What can a ballroom dancer teach us about financial freedom? Chris Miles is the CEO and founder of Money Ripples . He's a cash flow expert and anti-financial advisor, and he's a leading authority teaching entrepreneurs and professionals how to get their money working for them today. Here's some more information about Chris' CASHFLOW SECRETS COUR...

If you don't know who the sucker is at the poker table it's you. I was joined in this conversation by Wall Street Journal reporter Spencer Jakab . His latest book is “The Revolution That Wasn’t: GameStop, Reddit and the Fleecing of Small Investors.” The frenzy in meme stocks in 2021 was perceived as a Robin Hood style raid on Wall Street. Reddit forums filled with young men holding "diamond hands"...

What is sustainable mining? How can precious metals be used in a portfolio to provide protection against inflation. I was joined by David Garofalo to discuss royalties, the mining industry and reducing the impact of digging up those metals. David Garofalo Globally recognized Chief Executive Officer, Chairman, and Director of Gold Royalty 30+ years of experience in sustainable mining businesses Led...

Remember Gen X? How did this generation fall between the cracks of the boomers and the millennials and how can women take control of their money and become entrepreneurial? Joining me to chat is Bitcoiner, financial educator and podcaster Daphne Jones . We spoke about diviedend investing, REITs, and life insurance for protecting your family and helping to plan your retirement. Financial independen...

You may remember David from episode number 114 where David joined me to talk about his investment workshops at HB Studio, an acting conservatory in New York City, where he teaches performers about their finances. Diane Ciesler is one of his best students. David has christened Diane, "The Mogul". She began her career in her hometown of Chicago working at the Goodman Illinois Theater Center, Marriot...

How can investors suspend their emotions and reactions while riding the waves of a volatile stock market. In this episode I'm joined by successful Trader, Entrepreneur, and Author, Anmol Singh. At just 22 years old, Anmol worked tirelessly to move to America on his own. He eventually saved enough money by teaching himself to trade in his dorm room at Brunel University London. Amol always aspired t...

ETFs are growing much more rapidly than mutual funds. In a sense they are a new and disruptive technology. Like the move from DVDs to streaming. ETFs can be bought and sold any time the market is open and they are fully transparent. You can see the holdings in real time. Mutual funds typically release their holdings on a 30 day lag to investors. Charlie McCain is my guest in this episode. He offer...