In this episode of The Business Brew, host Bill Brewster interviews John Buckingham, editor of the Prudent Speculator newsletter. John shares his investing expertise, strategies for managing a diversified portfolio, and provides data-driven insights on how stock markets perform under different tax regimes, political administrations, and election cycles.

They discuss how to stay disciplined and focused on long-term investment objectives amidst market noise and uncertainty. John's commentary is complemented with historical data, illustrating that despite economic and political turbulence, sticking to a disciplined investment strategy can be rewarding.

00:00 Welcome to the Business Brew

01:52 Introducing John Buckingham

04:01 Navigating Market Uncertainty

06:32 The Value of Value Investing

11:11 The Origin of the Prudent Speculator

24:13 The Importance of Dividends

35:56 Navigating Market Volatility

36:12 Apple's Investment Strategy

37:43 The Role of Volatility in Investing

38:18 Market Reactions and Investor Behavior

39:39 Historical Market Trends and Predictions

46:39 Investment Strategies and Stock Selection

51:28 Tax Rates and Market Performance

57:00 Election Impact on Markets

01:04:04 Long-Term Investment Philosophy

01:07:31 Concluding Thoughts

PLM 942: Our Investing Strategy, Retirement & The Myth of Passive Income