Stocks for Beginners9 Aug 2024

Mike Singleton - Add A Little Bit of Macro

In our latest podcast episode, we dive deep into the world of macro investing with Mike Singleton, senior analyst and founder of Invictus Research. This episode explains how an investment strategy be enhanced by understanding the bigger economic picture. Mike worked at prominent investment firms like Broad Run Investment Management, Main Street Capital, and T. Rowe Price. He shares his journey from focusing on individual companies to understanding the broader macroeconomic forces that drive market performance. This shift in perspective led him to establish Invictus Research, where he now provides macroeconomic research to both institutional and retail clients.

This interview was recorded before Joe Biden withdrew as the Democratic candidate, but the facts remain the same.

Here's a link to the blog post: https://www.stocksforbeginners.net/blog/mike-singleton

Portfolio 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 https://www.sharesforbeginners.com/sharesight-portfolio-tracking

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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(252)

Telecom Argentine TEO - Economic Advice from Conan the Bull Mastiff

Heading to the home of tango with Telecom Argentine (TEO) The company recently merged the country’s north–south telecom networks, creating a near‑national monopoly. Cameron highlights the dramatic mac...

24 Jul 0s

CARE: Carter Bank, the Senator & the Billionaire Brawl

In this episode, Cameron Riley uncovers the incredible true story of Carter Bank Shares (CARE) - a small community bank founded by Worth Carter that got dangerously entangled with Senator Jim Justice’...

26 Jun 18min

Wall Street's Blind Spots - Jose Mayora

Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street’s Blind Spots. Jose explains why a great company is not always a great investment, why cash flows...

5 Jun 45min

Magna’s Billion‑Dollar EV Fumble… And the Comeback!

Discover how to spot undervalued stocks like Magna International (MGA) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warr...

29 Mai 31min

The B2B Companies That Quietly Compound - Matt Ankrum | The Coffee Can Investor

This episode continues the story we started with Neeraj Khemlani, author of The Coffee Can Investor. Neeraj told Matt Ankrum’s story. Now we hear it from Matt himself. He explains how he studies 100‑b...

27 Mai 52min

SanDisk: The AI Storage Rocket Nobody Saw Coming 🚀

Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investme...

22 Mai 18min

Deutsche Bank: Europe’s Most Surprising Turnaround Story

Discover how to spot undervalued stocks like Deutsche Bank (DB) using the proven QAV (Quality at Value) methodology from Tony Kynaston – a systematic, checklist-driven approach inspired by Warren Buff...

15 Mai 23min

How a Journalist Learned to Invest Calmly and Intentionally: Neeraj Khemlani | The Coffee Can Investor

In this episode, I’m joined by Neeraj Khemlani former 60 Minutes producer, journalist, head of CBS News and author of The Coffee Can Investor. It's the story of Matt Ankrum , a midwestern portfolio ma...

12 Mai 42min