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investment strategies
Explore "investment strategies" with insightful episodes like "How Can We Talk To Boomers About Money?", "How do I choose a stocks and shares ISA?", "E109: 2022 Bestie Awards Live from Twitter HQ", "Managing your cash reserves | Startup Finance Basics w/ Kruze's Scott Orn | E1644" and "Tricks of the trade-off: How to balance priorities in investing" from podcasts like ""The Money with Katie Show", "Money Clinic with Claer Barrett", "All-In with Chamath, Jason, Sacks & Friedberg", "This Week in Startups" and "Many Happy Returns"" and more!
Episodes (100)
How do I choose a stocks and shares ISA?
Thirty-year-old Henrietta wants to start investing but has found herself lost in the small print of stocks and shares ISAs. How to choose the right one? Which fee structure is right for the amount she is investing? And should she go for passive or active investing? Presenter Claer Barrett is joined in the studio by FT personal finance and investing columnists Moira O’Neill and Jason Butler to discuss everything new investors need to know about opening a stocks and shares ISA.
Want more?
For more about passive vs active investing, listen to Money Clinic investment masterclass The cheapest way to invest
Still sorting out your new year’s finances? Check out Claer’s column Five financial new years resolutions for 2023
You can follow Moira @moironeill on Twitter, and check out her column Where to park a lump sum if you’ve got a bit of money you are looking to put somewhere.
Jason’s Twitter is @jbthewealthman, and his latest column Are you heading for a financial car crash? is available on FT.com
Money Clinic would like to hear from you. If you have an episode idea or want to get in touch, please email us at money@FT.com or DM Claer on social media. She is @ClaerB on Twitter, Instagram and TikTok
Presented by Claer Barrett. Produced by Persis Love. Our executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor Music.
Read a transcript of this episode on FT.com
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E109: 2022 Bestie Awards Live from Twitter HQ
(0:00) Bestie catch up!
(3:05) Kicking off the 2022 Bestie Awards
(4:12) Biggest winner in politics
(9:11) Biggest loser in politics
(16:37) Biggest political surprise
(23:35) Biggest winner in business
(29:48) Biggest loser in business
(42:21) Biggest business surprise
(51:16) Best science breakthrough
(57:36) Biggest flash in the pan
(1:42:24) Best CEO
(1:47:38) Best investor
(1:51:21) Worst investor
(1:52:22) Best turnaround
(1:55:58) Worst human being
(1:59:57) Most loathsome company
(2:01:32) Best new tech
(2:02:34) Best trend
(2:05:09) Worst trend
(2:07:50) Best new media
(2:10:26) The Rudy Giuliani Award for Self-Immolation!
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://civil.ge/archives/469054
https://www.wsj.com/articles/bob-iger-bob-chapek-disney-coup-11671236928
https://twitter.com/TwitterBusiness/status/1605651865818914816
https://twitter.com/ShellenbergerMD/status/1604871630613753856
https://www.amazon.com/San-Fransicko-Progressives-Ruin-Cities/dp/B08V3DV718
https://twitter.com/ShellenbergerMD/status/1491418120086454278
https://twitter.com/seanhannity
https://www.amazon.com/Vital-Question-Evolution-Origins-Complex/dp/0393088812
https://www.amazon.com/Life-Ascending-Great-Inventions-Evolution/dp/0393065960
https://www.amazon.com/Putting-Rabbit-Hat-Brian-Cox/dp/1538707292
https://www.amazon.com/Audible-Cinema-Speculation/dp/B09V3FTWKY
Managing your cash reserves | Startup Finance Basics w/ Kruze's Scott Orn | E1644
Kruze COO Scott Orn is back with Jason to educate founders on how to get the most out of their cash reserves. (0:00)
(0:00) Your fiduciary duty to protect and invest your cash responsibly + developing an investment policy
(8:00) Evaluating your chart of accounts + Jason's credit card hack
(12:30) Final thoughts for founders going into 2023
Check out Kruze: https://www.kruzeconsulting.com
FOLLOW Scott: https://twitter.com/scottorn
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
Subscribe to our YouTube to watch all full episodes:
https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
Tricks of the trade-off: How to balance priorities in investing
Investment decisions always involve trade-offs. Spend vs save. Risk vs return.
There's no way around them, no matter how many times you rejig your spreadsheet.
We look at five trade-offs every investor has to face:
- Spend vs save
- Risk vs return
- Ethics vs diversification
- Reliability vs excitement
- Liquidity vs lifestyle choices
And in today’s Dumb Question of the Week: Is it better to overpay your mortgage or invest?
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
The Stock Market World Cup
Which countries will deliver world-beating returns to shareholders over the next four years? That’s the question we ask in today's unofficial and unscientific Stock Market World Cup.
We have four closely fought international matchups to decide:
- UK vs France
- Germany vs China
- USA vs Japan
- India vs Brazil
And in today’s Dumb Question of the Week: Why do index funds not perfectly track the performance an index?
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🎧 many-happy-returns.captivate.fm
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Join PensionCraft
🌐 Become a member at pensioncraft.com
▶️ Subscribe on YouTube
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
122 - Crypto's Bull Shark | Kevin O'Leary (Mr. Wonderful)
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/122-kevin
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Kevin O’Leary of ABC’s Shark Tank and renowned investor joins us on Bankless to share how he was crypto-pilled.
Just a few years ago, Mr. Wonderful was a crypto bear shark. Fast forward to today, he has investments in over 32 cryptocurrencies and projects. He’s even evangelizing crypto in Washington and all over the world!
What clicked for him? What’s holding the industry back? How is he thinking about the future of the space? Answers to these questions and so much more in the interview!
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📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
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🦁 BRAVE | THE BROWSER NATIVE WALLET
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Topics Covered:
0:00 Intro
5:27 Mr. Wonderful in Washington
9:13 Will the Government Get it Right?
12:31 Convincing the Skeptics
18:44 Kevin’s Crypto Portfolio
25:15 The Bull Shark on the Bear Market
28:06 Legislation Obstacles
30:40 Advice For New Crypto Users
35:13 Kevin O’Leary’s Crypto Brand
37:48 What Happens Next?
42:12 WonderFi
44:11 Closing & Disclaimers
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Resources:
Kevin O’Leary
https://twitter.com/kevinolearytv
WonderFi
https://www.wonder.fi/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
Is it Worthwhile to Invest in the Top 10 Holdings of an Index Fund?
How earnings season moves stock markets
The S&P 500 has fallen to the brink of a bear market, with companies severely punished for missing their earnings forecasts. The price-to-earnings multiple has declined and market prospects look uncertain.
The question everyone is asking is ‘what comes next?'
We look into whether the S&P 500 is now at fair value? What events could trigger a stock market crash? And whether bonds will successfully hedge equity going forward?
And in the Dumb Question of the Week, we ask: Why do people still reference the Dow Jones industrial average?
Selected links
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Join PensionCraft
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
TPP478: This could save you thousands...
Research is an investor's best friend
Investing is risky business, but is there a way can you avoid making costly mistakes?
Every successful investor knows that doing your due diligence should be non-negotiable.
But there are some investors that think they can get away with doing little to no research, and they may get lucky a couple of times, but that luck will run out.
The reality is if you don’t do your due diligence you’re setting yourself up for failure.
So today on The Property Podcast we’re joined by a due diligence expert – Mary Osmond who will have your research game levelled up in no time.
Now you might remember Mary from a previous episode where we discussed all things HMO, but if not, you can find that episode here.
In the news
Now we won’t be popular for bringing this news story to your attention...
But base rate has now hit 1% as the Bank of England warns of UK recession this year as it lifts interest rates.
A recession could have huge implications for investors so make sure you tune in to hear what the guys have got to say about it.
Hub Extra
This week’s tip will make the time you spend on your phone just that little bit more productive.
You might’ve already heard about widgets, but if you’ve not started taking advantage of them take this as your sign!
Widgets are handy little shortcuts for your favourite apps, simply add a widget to your phone screen and at a glance, you’ll have all information you need.
Live by your calendar? Add a widget to your phone screen and get a breakdown of your day to day without having to push a single button.
Maybe you’re always on the go, just add a map widget and get notified how far you are from home no matter where you are.
The options are endless.
Let’s get social
We’d love to hear what you think of this week’s Property Podcast over on Facebook, Twitter or Instagram. You might even have a topic you’d like us to cover in the future - if so, pop us a message on social and we’ll see what we can do.
Make sure you’ve liked and subscribed to our YouTube channel where we upload new content every week!
If that wasn’t enough, you can also join our friendly property community on the Property Hub forum.
And if you’d like to find out more information about Portfolio you can do that here.
See omnystudio.com/listener for privacy information.
Bubble or Nothing?
Are we in an asset bubble?
Stocks, property and many other investments look expensive at the moment. Ramin guides us through different ways of looking at valuations to see just how expensive.
If we are in a bubble, what could cause it to pop? And how can we protect ourselves as investors?
And in today's Dumb Question of the Week, we ask: Is China communist or capitalist?
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Get in touch
🎧 many-happy-returns.captivate.fm
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Join PensionCraft
🌐 Become a member at pensioncraft.com
▶️ Subscribe on YouTube
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
Markets, Meme Stocks, and Inflation — with Liz Ann Sonders
Index Funds VS. ETFs | Which One Is a Better Investment? (THE GREAT SHOWDOWN!)
David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234]
ASK290: Who's right about how to spend our £50k – me or my wife? PLUS: What can I do about my lack of mortgage options?
This week on Ask Rob & Rob, the guys are settling a debate between a husband and wife on the best property strategy and help another caller with a mortgage conundrum.
Our first caller is Colin.
Colin and his wife have managed to save £50k but both have different views on how they’d invest it. They also need to move into a new home themselves over the next two years.
Colin wants to use the funds to invest in a flip property and then split the profit in half to invest into more properties and into their own residential home.
However, Colin’s wife would like to use the £50k to buy a bigger, more expensive family home and then further down the line re-mortgage and release equity for Colin to then invest in property how he’d like.
Can Rob & Rob make this husband and wife see eye-to-eye?
The second caller this week is Toby who’s 26 and a first-time buyer.
He was wanting to invest in a buy-to-let property before purchasing his own residential property but has reached a stumbling block after speaking to mortgage brokers.
They’ve told Toby that because he has no mortgage history, the interest rates available are very poor as the banks don’t want to lend to him.
So naturally, Toby wants to know if Rob & Rob have ever heard of this situation before where you can’t get a mortgage offer due to having no mortgage history.
Tune in to find out.
Do you have a buy to let or property investment related question for Rob & Rob? You could feature on the next episode by giving us a call on 013 808 00035 and leaving a message with your name and question (normal UK call rates apply).
Or if you prefer, click here to leave a recording via your computer instead.
The next question on Ask Rob & Rob could be yours.
Have you joined us over on the Property Hub Forum yet? Our online community is friendly, informative, and the members are waiting to welcome you with open arms. So get yourself over and introduce yourself.
See omnystudio.com/listener for privacy information.
#111 Joel Greenblatt: Investing Made Simple
Famed investor Joel Greenblatt is the Managing Principal and Co-Chief Investment Officer at Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. He’s also spent more than two decades on the adjunct faculty at Columbia Business School, and he’s the author of five books focused on investment strategy, including You Can Be A Stock Market Genius and The Little Book that Beats the Market. Joel and Shane discuss a wide array of topics, including the differences between luck and skill, stock options, traits of successful management teams, lessons learned from Warren Buffett and what Joel fears most about today’s stock market.
Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, member only episodes, and more. https://fs.blog/knowledge-project-premium/
Every Sunday our newsletter shares timeless insights and ideas that you can use at work and home. Add it to your inbox: https://fs.blog/newsletter/
Follow Shane on twitter at: https://twitter.com/ShaneAParrish
Ask an Angel PLUS Antonio Garcia Martinez vs. Apple with Zach Coelius | E1215
TPP422: How to HMO
This week we’re taking a look at how to win with a HMO strategy
Ususally when you choose a HMO strategy you need to invest pretty close to home as it can be quite a hands on strategy.
But that’s not a problem for today’s guest, Tim.
Tim invests in student HMO properties 300 miles away from his hometown. And, he does absolutely everything himself.
Here’s what to expect on this week’s property podcast episode
HMO strategies are becoming more popular and we often get questions on the best way to execute them.
If you’re not familiar with what a HMO is, it stands for House in Multiple Occupancy. So basically where you rent the rooms out individually and have shared communal areas like the living room and kitchen.
The reason they’re so popular is that they’re on the high end of the cash spectrum and the yields can be very attractive. But they’re also on the high end of the effort spectrum.
So, today we’re talking to Tim who’s been investing in property since 2017 and his portfolio consists of five HMO’s with a total of 28 rooms.
All of his properties are in Bangor, North Wales and are 300 miles away from where Tim lives.
We wanted to find out how Tim became a landlord managing 28 rooms and why he chose the location he did.
If you’ve been thinking about choosing a HMO strategy then Tim’s success story could be some great advice for you.
In the news
This week's news story is from Landlord Zone and the headline reads ‘step away from ‘disastrous’ rent controls campaign, landlords urge Sadiq Khan’.
The current Mayor of London is wanting to continue with his plans for rent controls if he’s re-elected later on this year, and landlords aren’t happy about it.
However since the last time Sadiq Khan was campaigning for this, rent prices in London have gone down by 9.8% according to Zoopla whereas outside of London they’ve increased by an average of 2.6% over the last year.
So it doesn’t stand well right now for Saidq Khan’s campaign methods.
Hub Extra
This week’s Hub Extra resource comes from our Podcast Producer, Dan.
It’s a YouTube channel called TED-Ed and it’s an extension of TED Talks but in the form of short, five minute educational videos on all sorts of topics.
The videos may appear to be specifically for kids, but Rob & Rob have already bookmarked ones they’re going to be watching themselves.
Let’s get social
We’d love to hear what you think of this week’s Property Podcast over on Facebook, Twitter or Instagram. You might even have a topic you’d like us to cover in the future - if so, pop us a message on social and we’ll see what we can do.
Make sure you’ve liked and subscribed to our YouTube channel where we upload new content every week!
If that wasn’t enough, you can also join our friendly property community on the Property Hub forum.
See omnystudio.com/listener for privacy information.
Can ESG investing really change the world?
Claer Barrett chats to Harri about the challenges of building an ethical investment portfolio. The 29-year old is saving £1,000 a month into his retirement fund, and has noticed a growing array of ESG options (a label applied to investments that address environment, social and governance considerations). Are they genuinely doing good — or have they just done a good job on their marketing? And does investing ethically mean he has to sacrifice some investment returns? Experts Gillian Tett and Moira O’Neill offer their tips.
If you would like to talk to Claer for a future episode, please email the Money Clinic team at money@ft.com with a short description of your dilemma, and how you would like us to help. Follow Claer on Twitter and Instagram @Claerb and read her weekly Serious Money column in the FT Money section of the FT Weekend newspaper.
Further reading:
--Gillian Tett chairs the FT’s editorial board, and set up Moral Money, the FT’s online hub for all things ESG. Read the latest stories and sign up for the twice-weekly newsletter at FT.com/moralmoney (the newsletter is currently free for the first 30 days). You can follow Gillian on Twitter: @GillianTett.
--Moira O’Neill is an investment columnist in FT Money, and the head of personal finance at Interactive Investor. Read Moira’s latest column about why it’s a myth that only the “young and woke” are interested in ESG investment at ft.com/goodmoneyweek. You can follow Moira on Twitter: @MoiraONeill.
--The dilemmas of ESG investors are explored in a forthcoming book by Alice Ross, the FT’s deputy news editor. You can read an extract from Investing to Save the Planet via this link ft.com/investingtosavetheplanet and it will be published by Penguin Books in November 2020.
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