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The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
17 NOV 2024 · This is a special episode for us this week as I sit down with famed value investor Guy Spier. I first learned about Guy from his book The Education of a Value Investor. (It's an excellent book if you haven't read it before.) After reading this book, Guy became a mentor of mine, albeit he wasn't aware of it, and I had never met him before. However, many mentors can come to us from books and other sources without us ever passing next to them.
Fortunately for me, I did get to meet Guy in person and thank him for being such a good steward to the finance community. Guy is well known for winning a charity lunch with Warren Buffett that changed the trajectory of his life. In the same spirit, he now hosts his own charity lunch that I was lucky enough to win.
This is a full-circle moment for me as I remember reading his book and dreaming of what could be ten years ago. Ten years later, I'm sitting across from one of my mentors, asking questions and conversing about life, finance, and everything in between. I hope you enjoy listening in on our conversation.
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10 NOV 2024 · Donald Trump is now President-elect for a second time and the first United States president to serve non-consecutive terms since Grover Cleveland. The stock market has reacted incredibly favorably to this news. So happy was the market that we had our largest post-election rally in history!
As we enter what is historically the best time of the year for stocks, we look around, and everything is quite rosy. There is optimism all around and an expectation that government policy will be different for the next four years. We don't disagree that things will, in fact, be different, but everything has a price, and how much will get priced in before Trump takes office? That is the million-dollar question we are asking ourselves.
As Buffett says, be fearful when others are greedy and greedy when others are fearful. This is not to say that we are not excited about the market having such great years back to back but to remind ourselves that we have to remain disciplined when evaluating prices and valuations. If you don't trim at the top, you'll have nothing to invest when the market turns the other way.
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28 OTT 2024 · Episode 151 brings us the October spookies with Halloween upon us. We discuss the presidential election and the fear surrounding the outcome. How will the market react? How should you react?
We remind listeners of the cognitive bias called "Loss Aversion," which says we perceive losses as more psychologically damaging than gains of the same size. By a factor of 2 to 1, in fact. Remember this when you see all the political ads trying to keep you glued by informing you of all the horrible things the "other" candidate will do.
Our investment thesis for Rivian "$RIVN" is also discussed. Listen, research, and then decide if it could be an investment you'd be interested in.
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14 OTT 2024 · Not only is it our 150th episode, but it's also the second anniversary of the latest bull market. The latest stock market low happened on October 22nd, 2022! We discuss how long the average Bull market lasts and by what percentage the market typically rises.
We also discuss takeaways from 150 episodes of our little podcast and what I have learned. If you have something you've been wanting to try in your life, take the plunge.
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6 OTT 2024 · In this episode, we explore the stock market's performance through the third quarter. Here's a hint: It's done very well! The S&P just had its best performance through the third quarter since 1997!!!
Malcolm Gladwell just released his new book, Revenge of the Tipping Point. We discuss some of its themes and also look back at the original, published in 2000. In the original book "Tipping Point," Gladwell explored how tipping points happen, and we relate that to our personal lives. How much work do you need to put into yourself mentally, physically, and financially to get to where you want to be? It can be a grind, but we all must endure, and our older version of ourselves will be very thankful.
AI is already impacting us as we prepare for our Guy Spier interview next month. This week's update will share how we can use it on our podcast.
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22 SET 2024 · The Federal Reserve finally blinked and lowered interest rates by .50 basis points. As I said in the last podcast, it would only take three days for me to be wrong, as I thought they would lower them by .25.
Cameron and I sit down in this episode and discuss why we think the Fed lowered by 50, the timing, the decision, and the repercussions that could be on the horizon for the market. We also discuss the Fed's dual mandate and why so much technology is rolling out without being complete... The download is coming soon, as they call it.
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15 SET 2024 · The past two weeks have been quite dramatic in the stock market. Two weeks ago, the Nasdaq fell 5.8% and then gained 6% over the past week. The S&P & Dow also had their episodes of whiplash over the same period.
Election cycles are complex for everyone's emotions, especially the stock market. In this episode, we discuss how you can use these swings to improve the cost basis of your shares if you're feeling like you bought some too high. $PLTR and $DELL will join the S&P 500 Index on Sept. 23rd, and we discuss the criteria required for inclusion.
Sports gambling is a BIG business that continues to grow. In particular, young men continue to gamble in higher numbers and more often. Access to gambling sites from our phones makes it too easy to participate. How could this impact savings in the future? What is the difference in your portfolio if you start saving at 25 vs 35? We take a look at a classic example during this episode.
2 SET 2024 · Happy Labor Day weekend! What a great time to sit down and reassess where you are with your goals heading into the end of the year. So many will coast into the end of the year and say I'll worry about that in 2025, but there is still 1/3 of the year to go. Don't be like the others when you can get ahead by keeping your foot on the accelerator.
This episode also discusses the upcoming jobs report and how it could impact the Fed's rate drop decision and $NVDA. $NVDA reported earnings on Thursday so we break down their quarter, their valuation, and if right now might be an appropriate time to add them to your portfolio.
25 AGO 2024 · In today's episode, Cameron and I break down the fed's Jackson Hole symposium, where Jerome Powell signals to the world that they are ready to start cutting interest rates.
The day has finally come for interest rate drops, and we discuss how this can impact your portfolio and what changes you should make, if any. Also in the news is Starbucks $SBUX hiring a new CEO and leaving Chipotle $CMG looking for a new one.
We also discuss Howard Mark's Memo. Howard Marks is the co-founder of Oak Tree Capital out of Chicago and does an incredible job of explaining complex market concepts with ease. The memo we discuss can be found here:
https://www.oaktreecapital.com/insights/memo/mr-market-miscalculates
18 AGO 2024 · Bad days are not fun for any of us, especially bad days in the stock market. But what if we could use bad days to our advantage to improve our portfolios or positions within our portfolio? August 5th was such a day. T
The Japanese carry trade imploded and caused Japan's stock market to have its worst day since 1987 (down 12.5%), which cascaded over the oceans, causing the US market to have a horrible open. Most importantly, the market didn't close lower than it opened, and if you were a buyer on this bad morning, you are happy you were brave. I'm saying this to you as much as I'm saying it to me: we all need to be reminded that most of the market's good days happen within two weeks of the worst.
Knowing this is not enough; you must have some cash on the sidelines to take advantage of market volatility. Strategies for raising cash are imperative to your portfolio's success, and we discuss them in this week's episode. I also discuss how I am starting to use AI to help with stock research.
The Investor Professor Podcast with Dr. Ryan Peckham offering a different perspective on investing, finance, entrepreneurship, career development, and life.
Informazioni
| Autore | L&L Podcast Group |
| Organizzazione | L&L Podcasts |
| Categorie | Investimenti |
| Sito | - |
| rpeckham@rydarequities.com |
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