Episode Details

My nephew, Joe Davide, is back on the show to discuss investing from the Gen Z perspective. If you've never heard Joe before, you're in for a treat... Listeners love his authenticity and transparency. [0:38]

Today, he gives an update on how his portfolio has fared over the last six months. [3:45]

In a great teachable moment, we discuss how to manage winners and losers... and what led Joe to have a change of heart and sell several positions. [6:30]

He explains where he's finding his ideas... and how he conducts research before pulling the trigger on stocks. [9:37]

Next, Joe shares why he only holds one position right now—a SPAC—and explains why he's planning to hold for the long term. 

I share my opinion on this name… point out a few things to pay attention to when looking at the fundamentals… and explain why SPACs could have a lot of pain ahead. [11:25]

Finally, we discuss the most important investing lesson… why you must focus on portfolio management... and staying in the investing game over the long term. [23:30]

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