In Plus episode 543, we examine the process and viability of researching and investing in private companies that seek capital from individual investors. We explore off-exchange trading venues, apart from traditional stock exchanges such as the NYSE and NASDAQ. We also consider what percentage of trading volume is generated by retail investors. Finally, we analyze the evolution of prediction markets, such as Polymarket and Kalshi. … [Read more...]
491: The Five Layers of Investing
We explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer. The five layers are: 1. Short-term trading 2. Longer-term speculations 3. Individual securities 4. Diversified portfolios focused on underlying drivers and factors 5. Maximum diversification with few changes and just a few holdings Show Notes Asset Camp The Role of Emotions in Financial Decisions by David … [Read more...]
486: How Retail Traders Lose Big While Enriching Wall Street
Gambling in the stock market is increasing, with most traders losing money while generating billions of dollars per year for brokerages and wholesalers. Will all this trading lead to big market swoons? Topics covered include: Why sports gambling has grown so much How gambling in the stock market is measured, and how prevalent is it Why most traders lose money but continue to trade anyway How uninformed traders improve market liquidity and encourage trading by informed … [Read more...]
348 Plus: July Investment Conditions, How Much Cash, BlockFi Update, and Trading Philosophy
In Plus Episode 348, we review investment conditions as of early July 2021. We consider how much cash to hold given investment conditions. We review the risks of using a cryptocurrency platform like BlockFi. Finally, we discuss what to consider when deciding to make a trade or trade at all. … [Read more...]
313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update
In Plus episode 313, we assist a member who is seeking an investment advisor. We consider the role of investment-oriented annuities in a portfolio. We answer a member's question about trading. Finally, we review the commercial real estate market as a member who is looking to buy a rental office has not seen prices fall despite the recession and pandemic. … [Read more...]
239: How to Be a Successful Trader
Why successful trading of commodities futures, foreign currencies and options depends on the exploitation of novice traders. Photo by M.B.M. In this episode you’ll learn: How trading schools convince students to pay up to $50,000 to learn how to trade.Common mistakes investors make in managing their assets.Why trading is a zero sum game in that winners win at the expense of losers.What it takes to be a successful trader. Show Notes The Investors Podcast Will the Economic … [Read more...]
205 Plus: May 2018 Mid Month Update and Quantitative Strategies
This week May 19, 2018, we look at where market stand in terms of performance, interest rates and other market conditions. We also look at quantitative strategies and trading bots and whether as individual investors we should be concerned. … [Read more...]
202 Plus: Housing Crisis, Shorting Bubbles and Implementing Trades
This week April 28, 2018, we analyze what to do when housing is selling at record prices and there is little rental inventory. In short, when there is a housing crisis due to lack of supply and high demand from second home owners. We review some of the hurdles to shorting assets that are in a bubble. We also look at how at why I tend to implement portfolio changes all at once versus moving into positions over a period of weeks or months. … [Read more...]
194: Four Investment Lessons From Warren Buffett
Four investment lessons from Berkshire Hathaway's fiscal year 2017 Shareholder Letter with additional insights from Howard Marks and Seth Klarman. Photo by Aleski Tappura In this episode you’ll learn: Why margin loans are dangerous and how Warren Buffett safely uses debt to fund investments. Why we need to invest with our eyes open, focusing on a few fundamentals. Why we need to stick with easy decisions and avoid excessive trading. Why we need to be willing to be early … [Read more...]
MNY144 Plus: Financial Advisors, Rising Rates and Market Depth
This week February 11, 2017 on Money For the Rest of Us Plus we look at a the difficulty in finding a financial advisor to manage assets. We look at under what circumstances an investor should shift some of their bond allocation to cash. Finally, we look at the specialist function on stock market exchanges and analyzing market depth. … [Read more...]
