Podcast Episodes

The Investment Insights of Charles Ellis, a Financial Legend for 60 Years

Season 19 Episode 20

Part 1 of 2

The ancient Greek philosopher Heraclitus said, “There is nothing permanent except change.” Charles Darwin certainly observed that in his …

3 years, 11 months ago

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Markets Are Dangerous For Investors

Season 19 Episode 19

Here’s our new financial reality, which we have become all too familiar with: higher inflation, higher interest rates, and higher levels of debt amon…

3 years, 11 months ago

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Quality & Income = Multiple Dividends For Shareholders

Season 19 Episode 18

Income and quality should always matter, but it’s markets like these when those characteristics really count.

Historically, since 1930, dividends hav…

3 years, 11 months ago

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Financial Planning in Inflationary Times [2022]

Season 19 Episode 17

We are in the midst of a sea change in our financial lives. Here are the headlines:

-Inflation is surging for the first time in years and has reached…

4 years ago

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Investment Success: The Importance of Capital Allocation Decisions

Season 19 Episode 16

Part 2 of 2

When was the last time you heard an investment discussion about capital allocation and what difference it makes to investment results? It…

4 years ago

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Stocks Are Cheap: Contrarian Stock Buys

Season 19 Episode 15

“What do we want to own when things are cheap?” is the question driving great investor David Giroux on a daily basis. 

Giroux is the Chief Investment…

4 years ago

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Inflation: Value Stocks & A Cheap Diversifiers Strategy

Season 19 Episode 14

Volatility is the name of this market’s game. The Dow and S&P 500 both entered bear markets this week, although they both put up a brief fight with a…

4 years ago

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Warren Buffett’s Enduring Influence Explained

Season 19 Episode 13

This episode's guest is a longtime holder of Berkshire stock and has been an avid student of Buffett’s style of value investing since meeting the leg…

4 years ago

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Inflation’s Damage: Financial Consequences & Investment Strategies

Season 19 Episode 12

How times have changed. It wasn’t many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall …

4 years, 1 month ago

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Bonds: New Investment Opportunities

Season 19 Episode 11

The bond world changed dramatically in 2022.  From several years of historically low to negative interest rates, as far as the eye could see, the hor…

4 years, 1 month ago

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