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Bonus Episode: Six Narratives Shaping The Market In 2020
Season 1
In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current…
5 years, 8 months ago
Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
Season 1 Episode 42
We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has falle…
5 years, 8 months ago
Is Direct Indexing the Future of Investing?
Season 1 Episode 41
Technology has allowed all of us to personalize many aspects of our lives. Rather than accept products tailored to a wide range of people, we are now…
5 years, 8 months ago
Six Lessons New Robinhood Traders Could Learn From Peter Lynch
Season 1 Episode 40
Trading volumes at online brokers have skyrocketed since the Coronavirus crisis began. If there is one lesson these newly minted traders have learned…
5 years, 9 months ago
Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
Season 1 Episode 39
In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at…
5 years, 9 months ago
Four Reasons Value Investing Might Not be Dead Yet
Season 1 Episode 38
Value investors have fallen on difficult times in the most recent decade. Value's extended underperformance has led many to question whether the stra…
5 years, 9 months ago
Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
Season 1 Episode 37
In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world's leading experts on Wa…
5 years, 9 months ago
Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Season 1 Episode 36
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected fut…
5 years, 9 months ago
Finding Diamonds in the Rough Among Growth Stocks
Season 1 Episode 35
Buying expensive stocks has historically been a terrible investing strategy. On average, expensive stocks significantly underperform the market as a …
5 years, 10 months ago
The Danger of Learning From Your Mistakes
Season 1 Episode 34
The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires …
5 years, 10 months ago