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...]
MNY114 Plus: Is Indexing Too Big, Currency Hedging and Bid/Ask Spreads
This week on Money For the Rest of Us Plus we look at the size of the indexing market and discuss whether there are too many indexers and not enough active managers. We also look at why hedging Canadian and Australian equity exposure actually increases volatility. I discuss what is a reasonable bid-ask spread when purchasing an ETF. And finally, we look at Canadian REITs and MLPs. The episode length is 26 minutes. … [Read more...]
73: Why You Shouldn’t Trade
How trading differs from allocating and why traders have lost their edge to trading bots. In this episode you'll learn: How stock exchanges have changed in the last few decades.Why most trading is done by computer algorithms instead of people.How stories drive stock markets.How information can change the leading marketing narrative.How traders differ from allocators and what does it take to be successful at each. Show Notes Epsilon Theory Essays by Ben … [Read more...]
71: Please Don’t Panic
When the stock market is falling, understanding market history and current conditions can help us make objective, less fear-driven investment decisions. Photo by Scott Beale In this episode you'll learn: How the global system of time zones and dates developed.Why stock markets can plummet in value at the opening bell.What is the difference between a market order and a limit order.Why investing based on emotion is risky.Why it is difficult to consistently time market corrections.What … [Read more...]