426- The End of the World

426- The End of the World

The past hundred years has seen humanity mobilize in a way that was previously unimaginable, and that worldwide cultural shift has been kicked into overdrive in the digital age. These massive changes have shaken up markets for decades, and this trend of globalization shows no signs of slowing down. As the world becomes smaller, supply chains become more interwoven, and people’s expectations of immediacy grow, the future looks very uncertain. Following decades of relative peace, geopolitical jockeying has taken on a previously unseen context in a world where the chief rivals depend on each other for our modern way of living. With declining populations ushering in a declining need for consumption, investors will have to adapt to this new era of global commerce in ways that many nations seem unwilling or unable to do. On this week’s show, Phil and Danielle discuss some of the unique aspects of the US, and what it means for America to get ahead of the demographic curve and avoid catastrophe. Although this podcast doesn’t pick stocks, Rule #1 has these great tips available to help investors learn how to start generating generational wealth: https://bit.ly/3ros8mU Topics Discussed: Ancestral immigration Munger on Musk Post-WWII hegemony European manufacturing changes Resources Discussed: 1883 The End of the World Is Just the Beginning The Intelligent Investor Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(498)

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

In the high-stakes world of investing, mindfulness helps value investors stay focused, patient, and rational. It strengthens resistance to fear and greed, promotes long-term thinking, and sharpens dec...

4 Mar 202551min

496- FROM THE VAULT: What Happened to Horsehead Holding?

496- FROM THE VAULT: What Happened to Horsehead Holding?

Engaging in any form of investment involves some level of uncertainty. While it's natural to feel proud of our achievements, it's equally important to analyze our process when things go wrong. As wit...

22 Jan 202545min

495- FROM THE VAULT: Understanding Free Cash Flow

495- FROM THE VAULT: Understanding Free Cash Flow

Free cash flow is a key metric in value investing. It provides a more reliable view of a company’s financial health than its earnings, which can be influenced by creative accounting. By focusing on fr...

31 Des 202439min

494- Happy Holidays

494- Happy Holidays

Season’s greetings, value investors! Phil and Danielle check in to reflect on the holiday season and express gratitude for the support of all InvestED listeners throughout the year. As our hosts prep...

25 Des 20244min

493- Eventing

493- Eventing

So a business you own is undergoing an event that’s made the future less certain—so what’s your next move as a value investor?  Finding the right time to sell can be difficult when the M.O. is to buy ...

21 Des 202440min

492- Questionable Mastery

492- Questionable Mastery

Your circle of competence is the cornerstone of smart investing. Expanding your knowledge as you grow keeps your skills sharp and your strategy strong. When you focus on what you know best, you gain a...

10 Des 202430min

491- Google Brainpower

491- Google Brainpower

To novices and outsiders, the practice of investing can appear intimidating and overwhelming.  However, despite the seemingly high barriers to entry and understanding market dynamics, an investor’s IQ...

5 Des 202447min

490- Talking Terumo part 2

490- Talking Terumo part 2

As value investors, we aim to identify and monitor exceptional, well-managed companies that dominate their industries, effectively operating as unique monopolies. A good starting point is using Google...

27 Nov 202439min

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