Investing is about achieving your financial goals, not how much money you've made. You should listen to people who are actually in the trenches fighting the fight every day and not somebody who's in an Ivy tower somewhere. I believe in history has taught me there are times to be bold and there aretimes to be cautious. By the way, it's not about picking the very top of the market and getting back into the very bottom. But you can identify a culture or climate when the markets are overpriced.
Clay Finck chats with Ken Winans about the lessons that he has learned from studying financial history. Ken is an investment management entrepreneur, an author, and an active philanthropist.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
06:21 - What lessons Ken has learned from studying financial history and relating it to today’s market environment.
14:34 - Ken’s approach to constructing a portfolio for his clients.
32:20 - Why January is often an indicator of how the market will perform throughout the year.
39:05 - Ken’s thoughts on holding bonds in the current market environment.
44:15 - Whether TIPS are a wise investment instead of bonds.
59:01 - The biggest mistakes Ken sees in the clients he has worked with.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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