I share five business practices that have carried me through internet bubbles, financial crises, business pivots, and now the rise of AI. Show Notes Researchers Asked LLMs for Strategic Advice. They Got “Trendslop” in Return. By Angelo Romasanta, Llewellyn D.W. Thomas and Natalia Levina—Harvard Business Review Paul Kedrosky Gregor Macdonald - Cold Eye Earth Prediction Market Accuracy: Crowd Wisdom or Informed Minority? By Roberto Gomez Cram, Yunhan Guo, Theis Ingerslev … [Read more...]
498: What I Learned Investing in the Past Decade
David shares how his investing has changed over the past ten years and lessons you can apply to your portfolio. Here are the ten lessons: Show Notes The Investor Podcast 668: What I Learned About Investing w/ Stig Brodersen Episode Sponsors NetSuite Delete Me – Use code David20 to get 20% off Related Episodes 454: How To Invest – Ten Rules of Thumb for Individual Investors 423: A “Safe” 6% Yield: The Case for Investment Grade CLOs 372: When Should You … [Read more...]
454: How To Invest – Ten Rules of Thumb for Individual Investors
We discuss ten rules of thumb for individual investors to consider when saving and investing for and in retirement. Here are the ten rules of thumb: Show Notes How to Invest Money E-book Episode Sponsors Madison Trust Self-Directed IRA – Go here to learn more and get your $100 promo code Monarch Money – Get an extended 30-day free trial Related Content A Complete Guide to Mortgage REIT Investing A Complete Guide to Equity REIT Investing 451: How Much … [Read more...]
376: What Investment Style Fits Your Personality?
How to decide the investing scale and timeframe that works best for your temperament. Topics covered include: How stocks perform in the days and weeks following catastrophic eventsWhat are some potential financial impacts of Russia's invasion into UkraineHow complex systems operate at different scales and timeframesWhat are examples of different scales and timeframes for investingHow tactical asset allocation strategies workWhy schema and rules of thumb develop and how do they get passed … [Read more...]
354: Now Is the Best Time Ever to Be an Individual Investor
What are the advantages and disadvantages individual investors have relative to professional investors. How individual investors can capitalize on their advantages without being overwhelmed by too many choices. Topics covered include: How much have fees and commissions dropped for individual investors in the past two decadesHow the overall objective of individual investors differs from professional investorsWhy the smaller scale at which individual investors operate provides an advantage … [Read more...]
274: 10 Questions to Master Successful Investing
What are the timeless principles we can follow in order to become better investors? In this podcast episode you’ll learn: Show Notes Money for the Rest of Us book Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts by Annie Duke First You Write a Sentence: The Elements of Reading, Writing . . . and Life by Joe Moran Think and Grow Rich by Napoleon Hill How to Win Friends & Influence People by Dale Carnegie The Richest Man in Babylon: … [Read more...]
265: Invest Like A Tesla
How the composition of Tesla's autopilot software gives clues to how we should invest, recognizing there are no perfect algorithms for driving or investing. In this episode you’ll learn: Why Americans are afraid of self-driving cars.How autonomous automobile software works.Why people reject even the best possible algorithms.What are examples of safety features and rules of thumb we should build into our investing process.Why does everyone think a recession is coming soon even though … [Read more...]
236: How Investors Cope With Radical Uncertainty
How heuristics, filters and reasonable stories help us cope with radical uncertainty and have the courage to make investment decisions. In this episode you’ll learn: Strategies for coping with uncertainty.How to avoid being caught up in a bubble or mania.Why even central banks need a coping strategy.How money helps hedge against an uncertain future. Show Notes Centralverse.org The End of Alchemy: Money, Banking, and the Future of the Global Economy by Mervyn King To Help … [Read more...]
229: Stop Maximizing Your Returns Using Modern Portfolio Theory
Why modern portfolio theory is a defective way to build out an investment portfolio. This episode explains a better approach to asset allocation. In this episode you’ll learn: What are the inputs needed to compile an asset allocation using modern portfolio theory.What are the defects with modern portfolio theory.Why we should be minimizing our maximum regret rather than maximizing our returns.A more flexible approach to asset allocation that isn't reliant on modern portfolio … [Read more...]
156 Plus: Early Retirement, Income Portfolios and Taxes
This week May 6, 2017 on Money For the Rest of Us Plus we profile a member who is contemplating early retirement and discuss whether he has enough assets. We discuss the use of income portfolios in retirement Finally, we develop a rule of thumb for whether an investor should sell an investment and take the tax hit versus continuing to hold the investment to defer taxes. … [Read more...]
