Embrace The Uncertainty - Jeff Sarti | Morton Wealth
My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight.https://www.stocksforbeginners.net/blog/jeff-sarti-morton-wealthSharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
22 Touko 46min
It's Not The Robots Taking Over - Petra Bakosova from Hull Tactical
https://www.stocksforbeginners.net/blog/bakosova-hullSharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
12 Touko 42min
Metric Mayhem - Experts Share Their Favourite Numbers
Links to full episodes:Richard Hemming Forward-Looking P/E: https://www.sharesforbeginners.com/blog/under-the-radar-blue-chipsTony Kynaston Valuation Metrics: https://www.sharesforbeginners.com/blog/tk32023Shawn O’Malley Earnings and Investment: https://www.sharesforbeginners.com/blog/shawn-omalley-we-study-marketsEd Croft PEG Ratio & Factor Investing: https://www.sharesforbeginners.com/blog/stockopediaCraig Mercer Return on Equity: https://www.sharesforbeginners.com/blog/mercerMathew Hodge Investment Focus: https://www.sharesforbeginners.com/blog/hodgeTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
18 Maalis 39min
Lawrence Carrel | ETFs for Beginners
Exchange Traded Funds (ETFs) are the real game-changers of financial products, whether you're just starting out or you've been playing the market for years. In our latest podcast episode, I sit down with Lawrence Carrel, a seasoned finance journalist and the author of ETFs for the Long Run. This episode is packed with golden nuggets for anyone looking to diversify their portfolio without breaking the bank on fees. Larry has had a distinguished career as a finance journalist. His stint at the Wall Street Journal during the dot-com bubble gave him an insider's view on how digital tech reshaped media and finance.Blog post available at: https://www.stocksforbeginners.net/blog/larry-etfs-beginnersPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
25 Helmi 47min
Inflation Nation - Gary Brode Deep Knowledge Investing
In our latest podcast episode, we delve deep into the intricate world of inflation and government spending with Gary Brode from Deep Knowledge Investing. As an investor, understanding these economic elements is crucial for making informed decisions in today's fast-paced financial landscape. Inflation is a term that's often thrown around, but what does it really mean? Gary Brode challenges the mainstream narratives that blame inflation on supply chain issues or corporate greed. Instead, he directs the blame squarely at those who control the money supply.https://www.stocksforbeginners.net/blog/dki-03Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today. Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
10 Joulu 202453min
Peter Goldstein - In niches there's riches
Peter Goldstein is the founder of Exchange Listing, LLC and Emmis Capital. With nearly four decades of entrepreneurial experience, Peter offers a wealth of knowledge on the journey companies take from private ownership to public trading on esteemed exchanges like Nasdaq and the New York Stock Exchange.Here's a link to the blog post: https://www.stocksforbeginners.net/blog/emmis-goldsteinPortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at this link. Here's a review with more information about Sharesight https://www.sharesforbeginners.com/sharesight-portfolio-trackingDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
28 Syys 202441min
Luke Hallard Bares All on X
In this episode had the pleasure of speaking with Luke Hallard, a professional investor who has spent over two decades investing in companies committed to shaping a better future. This approach has yielded a 20.7% compound annual growth rate and enabled him to semi-retire in his forties to become a professional investor."I really try to focus my investments not just on companies that are good investments, but on the companies that are shaping a better tomorrow."Over the next few months he will be exploring the standout qualities of many of these remarkable companies. He's sharing detailed insights into why they're in his portfolio — all for free on X.Here's a link to the blog post: https://www.stocksforbeginners.net/blog/luke-hallard-xPortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at this link. Here's a review with more information about Sharesight https://www.sharesforbeginners.com/sharesight-portfolio-trackingDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
7 Syys 202442min
Kevin Davis - Can't own them all so build them tall
What's it like transition from the world of music to the high-stakes environment of Wall Street? In our latest podcast episode, we had the pleasure of speaking with Kevin Davis, a former rapper who found his calling as a stockbroker and financial coach. His story is not only inspiring but also filled with valuable insights for anyone interested in the stock market.Here's the link to find out more about Investment DojoHere's a link to the blog post: https://www.stocksforbeginners.net/blog/investment-dojoPortfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at this link. Here's a review with more information about Sharesight https://www.sharesforbeginners.com/sharesight-portfolio-trackingDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.
25 Elo 202443min
