Investing Podcasts

Can’t Touch This : How do you measure things like brand and people 00:21 David Meier and Deidre Woollard discuss: What the intangibles are and why we need to factor them in How Accenture has built a global empire by helping businesses advance If the Peloton and Lululemon collaboration will be a win for both brands 18:24 Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon Companies discussed: RBLX44 ACN44 PTON44 LULU44 KO Host: Deidre Woollard Guests: David Meier44 Kirsten Guerra44 Mary Long Producers: Ricky Mulvey44 Mary Long Engineer: Dan Boyd

Luke Gromen: Panic In The Bond Market Will Continue Unless Oil Or Dollar Relent : Luke Gromen44 founder of Forest For The Trees44 returns to Forward Guidance to share his views on the steep selloff in the longend of the US Treasury market Filmed on September 2544 2023Follow Luke Gromen on Twitter https://twittercom/LukeGromenFollow Jack Farley on Twitter https://twittercom/JackFarley96Follow Forward Guidance on Twitter https://twittercom/ForwardGuidanceFollow Blockworks on Twitter https://twittercom/Blockworks Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice Please always do your own research amp speak to a financial advisor before thinking about44 thinking about putting your money into these crazy markets

Episode 23: Weekly Roundup 09.25.2023 : In this Episode: Fed Building Unauthorized CBDC UAW Strikes over Inflation44 Green Mandates Household Income Falls 3rd Year in a Row House Construction Down by Half Chicago Plans CityRun Grocery Stores Why Recession is a NearGuarantee Greens Turning America into an Economic ColonyCheck out the charts44 articles44 and all the videos at wwwpeterstongecom And Im always on Twitter as profstongeVisit our Lead Sponsor: Unchained Keep your bitcoin secure and minimize the tax you owe on it Use code PETER for 50 off onboardingDisclaimer: This post contains affiliate links If you make a purchase44 I may receive a commission at no extra cost to youSupport the show

DHUnplugged #670: Angry Markets : Markets are pissed and they have every right to be as Powell dumps marketsSeasonal patters playing outCould strikes be the next market breaking catalystListen in to what China is doing with US Bonds not goodPLUS we are now on Spotify and Amazon Music/PodcastsClick HERE for Show Notes and LinksDHUnplugged is now streaming live with listener chat Click on link on the right sidebarLove the Show Then how about a DonationFollow John C Dvorak on TwitterFollow Andrew Horowitz on TwitterWarm Up The Wait for the Fed is over and the market is pissed Starting t wonder if there is another banking scare coming rate rocketing higher We still selling Rosh Hashana and Buying Yom Kippur Weight loss drugs worrying different market segments Wondering Next Catalyst for market Unions Strike Trend PSA about COVID SeasonMarket Update 10Yr Yield approaching 45 Oil taps 92 then comes in to 90 Bad week for markets we have some stats Cisco MampA Splunk Oversold reading switched the short smallcaps todayMarket CommentaryThe major indices registered sizable declines last week Softness in mega caps had a disproportionate influence on index performance44 but there was no effort to rotate anywhere else so many stocks came along for the downside ride All 11 SampP 500 sectors finished in the red last week The consumer discretionary 6444 real estate 5444 and materials 37 were the top laggards while the health care sector 12 saw the slimmest loss The catalyst for the weakness was another big jump in Treasury yields The 2yr note yield climbed eight basis points last week to 512 The 10yr note yield climbed 12 basis points last week to 444 Including lastweek039s move44 the 10yr note yield is up 35 basis points this month Those moves were largely in response to the Fed039s hawkish pause on WednesdayFed Update Meeting Briefingcom As expected44

MI295: From Numbers to Riches: Return On Equity’s Impact on Investments w/ Jason Donville and Jesse Gamble : Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses44 why smallcaps are inefficiently priced44 the future of Constellation Software44 the importance of focusing on fundamentals over share price44 and much44 much moreIN THIS EPISODE44 YOULL LEARN:00:0 Intro05:26 About their outlook for Constellation Software44 a business theyve held since it IPOd25:10 How to utilize ROE in your investment process to make high return investments34:48 Why Canadian smallcaps have unique advantages to the US52:15 Why smallcaps offer less competition from institutional investors52:23 Why opportunities in smallcaps are so enticingAnd much44 much moreDisclaimer: Slight timestamp discrepancies may occur due to podcast platform differencesBOOKS AND RESOURCESPauls Small Cap DiscoveriesWhat Works On Wall Street by James OrsquoShaughnessyHow To Make Money In Stocks by William OrsquoNeilNEW TO THE SHOWCheck out ournbspMillennial Investing Starter PacksBrowse through all our episodes complete with transcriptsnbsphereTry Roberts favorite tool for picking stock winners and managing our portfolios:nbspTIP FinanceEnjoy exclusive perks from ournbspfavorite Apps and ServicesStay uptodate on financial markets and investing strategies through our daily newsletter44nbspWe Study MarketsLearn how to better start44 manage44 and grow your business with thenbspbest business podcastsPS The Investors Podcast Network is excited to launch anbspsubredditnbspdevoted to our fans in discussing financial markets44 stock picks44 questions for our hosts44 and much more Join our subredditnbspr/TheInvestorsPodcastnbsptodaySPONSORSGet anbspFREE audiobook from AudibleLearn hownbspPrincipal Financialnbspcan help you find the right benefits and retirement plan for your team todayYour home might be worth more than you thin

Amazon Is Investing $4 Billion In This AI Company : 00:00 Introduction01:50 Amazon Invests In AI Company09:20 Writers Srike Ends12:38 AI Voice Translation14:00 Reacting To TikTok 700 Pen

Value After Hours S05 E 34 New Constructs’ David Trainer on Forensic Accounting, ML/AI and (1+ r)^n : Value: After Hours is a podcast about value investing44 Fintwit44 and all things finance and investment by investors Tobias Carlisle44 and Jake Taylor See our latest episodes at https://acquirersmultiplecom/podcastWe are live every Tuesday at 130pm E / 1030am PAbout Jake: Jake is a partner at Farnam StreetJakersquos website: http://farnamstreetcom/vahJakersquos podcast: https://twittercom/5GQsJakersquos Twitter: https://twittercom/farnamjake1Jakersquos book: The Rebel Allocator https://amznto/2sgip3lABOUT THE PODCASTHi44 Irsquom Tobias Carlisle I launched The Acquirers Podcast to discuss the process of finding undervalued stocks44 deep value investing44 hedge funds44 activism44 buyouts44 and special situationsWe uncover the tactics and strategies for finding good investments44 managing risk44 dealing with bad luck44 and maximizing successSEE LATEST EPISODEShttps://acquirersmultiplecom/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENERhttps://acquirersmultiplecom/screener/FOLLOW TOBIASWebsite: https://acquirersmultiplecom/Firm: https://acquirersfundscom/ Twitter: https://twittercom/GreenbackdLinkedIn: https://wwwlinkedincom/in/tobycarlisleFacebook: https://wwwfacebookcom/tobiascarlisleInstagram: https://wwwinstagramcom/tobiascarlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirers Multiple44 and Acquirers FundsHe is best known as the author of the 1 new release in Amazons Business and Finance The Acquirers Multiple: How the Billionaire Contrarians of Deep Value Beat the Market44 the Amazon bestsellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations 2014 https://amznto/2VwvAGF44 Quantitative Value: A Practitioners Guide to Automating Intelligent Investment and Eliminating Behavioral Errors 2012 https://amznto/2SDDxrN44 and Concentrated Investing: Strategies of the Worlds Greatest Concentrated Value

Ep 407. Two-Minute Drill on Stocks and Recalling the Bank Failures Earlier in the Year : InsideArbitrage: https://tco/XjSwNNG8bKQuickFS Link:https://quickfsnet/viafocusedPodcast Questions: FocusedcompoundinggmailcomTwitter: FocusedcompoundInvestment Inquiries: AndrewfocusedcompoundingcomPlease read our Disclaimer: https://focusedcompoundingcom/disclaimer/

BTC149: Parallels to the Roman Empire w/ Dr. Peter St. Onge (Bitcoin Podcast) : Preston Pysh and Dr Peter St Onge cover some of the current macro events and themes while also talking about a few parallels to the previous global superpowers of the past44 like the Roman EmpireIN THIS EPISODE44 YOULL LEARN:00:00 Intro01:44 Peterrsquos overview of whatrsquos causing the inflation that happened after 202020:39 Whatrsquos happening in China and does Peter buy into all the headlines that itrsquos got economic problems33:59 Peterrsquos thoughts on Bitcoin and how itrsquos going to be relevant moving forward39:08 A broad overview of the cyclical nature of great empires and Rome in particular39:08 The currency issues in Rome and what caused them to occur49:22 What type of social issues were experienced during the great Roman debasement01:02:21 Peterrsquos thoughts on Gold vs BitcoinBOOKS AND RESOURCESPeterrsquos Youtube ChannelPeterrsquos websiteNEW TO THE SHOWCheck out ournbspWe Study Billionaires Starter PacksBrowse through all our episodes complete with transcriptsnbsphereTry our tool for picking stock winners and managing our portfolios:nbspTIP Finance ToolEnjoy exclusive perks from ournbspfavorite Apps and ServicesStay uptodate on financial markets and investing strategies through our daily newsletter44nbspWe Study MarketsLearn how to better start44 manage44 and grow your business with thenbspbest business podcastsPS The Investors Podcast Network is excited to launch anbspsubredditnbspdevoted to our fans in discussing financial markets44 stock picks44 questions for our hosts44 and much more Join our subredditnbspr/TheInvestorsPodcastnbsptodaySPONSORSInvest in Bitcoin with confidence Get 5 in Bitcoin when you invest 100 withnbspRiverReach the worlds largest audience withnbspLinkedin44 the place to B2B Plus44 enjoy a 100 credit on your next ad campaignInvest in some of the top private44 preIPO companies in the world withnbs