Stocks for Beginners

What happens when a mathematician shares a room with an economist at college? The mathematician doesn't come from an investment background but he'd like to make some money and the economist has a dream to launch a hedge fund. It may not have been quite as simple as that, but I enjoyed hearing the story of Michael Mills and his co-founder Nicholas B. Spoors building the Infinitary Fund from humble beginnings at college.Find out more about the fund: https://www.linkedin.com/company/infinitary-fund-lp/about/Check out the blog post and transcript at: https://www.stocksforbeginners.net/blog/infinitaryfundPortfolio tracker 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/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

3 Mai 202227min

Successful financial management is not only about picking the right investments, it can also be about overcoming poor role models in your life. Phil Weiss and I sat down to discuss how he took action to avoid following in his father's financial footsteps. He shared great tips on getting rid of credit card debt, how his accounting training helps to identify the numbers that matter in company financials, the stocks that he's held onto for over 25 years, how value investing has changed, and his client who bought $300 worth of Apple stock soon after listing which has now grown to 2,100 shares. Not a bad return for doing nothing for 40 years. Phil also spoke about the Triple-Tax-Free Retirement Benefits of a Health Savings Account. Here's a link to the blog post to find out more: https://apprisewealth.com/news/health-savings-accounts-a-triple-tax-free-retirement-benefit/Check out the transcript and further links at: https://www.stocksforbeginners.net/blog/apprisePortfolio tracker 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/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

27 Apr 202229min

Blockchain is the technology behind cryptocurrencies. In this Quick Tip Edmund McCormack explains some of the future use cases for Blockchain. Edmund is the founder of the crypto-education platform DCHAINED. He's committed to helping everyday investors understand Bitcoin, cryptocurrency and blockchain technology. This world can often feel complex and intimidating but DCHAINED utilises proven online education technologies with an enthusiastic community of experts to help clarify the nebulous world of crypto investing. Blockchain is commonly defined as a distributed ledger that records and stores information or data. It is a decentralized network with no central authority. Information stored on the blockchain is transparent and immutable. Read more here at Blockchain for Dummies: What Is Blockchain? (dchained.com)Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

23 Apr 20225min

Jaden Sterling started his finance career on Wall Street but became disillusioned with the money-making machine that didn't look after investors. He noticed that most of the wealthy people that came to him had something in common. They owned a handful of stocks, no more than four to six, but on average about four different holdings. It was contrary to his Wall Street training that emphasised the importance of diversification.Here's a link to Jaden's Sterling Stock Picker: https://sterlingstockpicker.com/Check out the transcript and further links at: https://www.stocksforbeginners.net/blog/sterlingPortfolio tracker 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/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

19 Apr 202230min

Pat Garret is Co-Founder and co-CEO at Robo advice firm Six Park In this Quick Tip he explains the changing landscape of financial advice.Portfolio tracker 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/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

13 Apr 20226min

How can you participate in the growth offered by early-stage start-ups? The disruptive enterprises that are seeking to change the future. Venture capital used to be the exclusive domain of the very wealthy, but here's a look at a company that's bringing this sector into the reach of all.Seismic website: https://seismic.company/Episode Blog Post: https://www.stocksforbeginners.net/blog/seismicPortfolio tracker 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/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

4 Apr 202230min

What I love about making this podcast the chance to meet bright young people who are creating tools to help everyday investors and democratizing investing knowledge. Jeff Tsai and Vinny Yu are the co-founders of JAVLIN Invest, a new app that helps investors assess portfolio risk and diversification. We talked about the data and industry-accepted formulas that are used by hedge funds and professional investors. They hope to provide powerful education on how to make better, safer, long-term investments in an easy-to-use app. Hopefully helping to avoid costly mistakesEpisode Blog Post: https://www.stocksforbeginners.net/blog/javlinPortfolio tracker 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/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

25 Mar 202227min

Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this episode we discussed the range of emotions that contribute to our poor investing outcomes, the negative thoughts that we experience and the steps to take to minimise their impact.Episode Blog Post: https://www.stocksforbeginners.net/blog/teitelbaumPortfolio tracker 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/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually 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 for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

15 Mar 202237min