Simplifying Tax Season with Expert Support

This chapter explores how to effectively navigate tax season using TurboTax Live Assisted Basic, stressing the value of expert help for smoother filing. It also provides insights into resources for staying informed about personal finance and stock market trends.

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Trey brings back financial historian, Jamie Catherwood. Jamie is a Client Portfolio Specialist at O'Shaughnessy Asset Management and the author of the popular blog, Investor Amnesia.

Trey and Jamie discuss the historical viewpoint on a post-bubble world, the impact of 1800s markets on our current market outlook, and more.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

01:45 - How markets from the 1800’s can inform how we view our market today.

13:27 - How the frauds of today like FTX draw similarities to frauds of the past.

31:00 - How the crypto market resembles the early days of the stock market.

40:32 - Why market regulations developed in the US.

54:10 - Where the term “bankruptcy” comes from.

55: 30 - Other fascinating facts and stories from the past.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Investor Amnesia Website.
Sunday Reads Blog.
Osam Paper on The Great Inflation.
Related Episode: Listen to Jamie Catherwood, The History of Bubbles, Mania & Fraud–TIP427 or watch the video.
Trey Lockerbie's Twitter.
Jamie Catherwood's Twitter.

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