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InvestED: The Rule #1 Investing Podcast

Latest episodes

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Aug 29, 2023 • 33min

433- Big Box Competition

Examining the impact of big box stores on communities and small businesses, including the ethics of their practices, activist intervention, predatory pricing, and the waterbed effect. The podcast discusses the implications of investing in these retailers and explores their effects on local economies and competition. It also touches on examples such as Walmart and Amazon, and the challenges of balancing affordability with the negative consequences for small businesses.
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Aug 22, 2023 • 34min

432- Perfect Competition

Learn about the importance of evaluating companies in different regulatory systems, the concept of perfect competition, sustaining a company's moat, analyzing GlaNbia's market position and return on equity, stock exchange listings and return on equity, and considering personal values in investing.
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Aug 16, 2023 • 34min

431- Going Deeper with Glanbia

In the global market of the 21st century, more and more investors are looking overseas in order to find promising opportunities that might be unknown in their own countries. While there are many upsides to finding relatively untapped markets, this requires a comprehensive understanding of economic trends, regulatory frameworks, cultural nuances, and geopolitical factors that can impact investment outcomes.While all of these factors can seem intimidating for those looking to buy into foreign companies for the first time, it’s not an impossible task by any means – after all, companies in every country exist for the same reason: to make money.This week on InvestED, a slightly worse for the wear Phil and Danielle dig into the process of researching a foreign company that was mentioned in previous weeksWhether you’re looking to invest capital at home or abroad, these 6 Market Crushing Investing Principles can help give you an edge in your practice: https://bit.ly/45szJ2vTopics Discussed: Risks of horseback riding Researching and weighing potential risks of overseas investments Similarities between investing and dating Irish business practices EU vs US corporate disclosures Resources Discussed: Glanbia Exor Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 8, 2023 • 35min

430- Analyzing International

What does “the market'' mean to you? For many listeners of this podcast, that term carries a strong Americentric connotation, but with the instant worldwide connectivity of the 21st century, the borders of our financial markets have quickly begun to blur.With the myriad factors that dictate whether or not a company is worth investing in, we must take into account the additional considerations that are necessary when dealing with a company that operates within a different culture, language, and political/regulatory climate than the companies we encounter within our own countries.With Phil and Danielle reunited following their summer vacations, these recent travels brought them back this week ready for a discussion about their own practices when it comes to foreign investments.If thinking about international investments has you reaching for a guidebook, click here to get your copy of the Rule #1 guide to gaining financial freedom, Map Out Your Investing Journey: https://bit.ly/3DTy4qNTopics Discussed: Researching companies overseas Analyzing trends and forecasting future developments How to compile and prioritize companies Finding enjoyment from the process Resources Discussed: Seeking Alpha Glanbia Ryanair Kerry Group Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 1, 2023 • 42min

429- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 2

Bill Ackman, known for his straightforward checklist approach to investing, discusses the importance of simplicity and humility in investing, the power structures of corporate governance, and the value of staying pessimistic in investing. The podcast also explores characteristics of a successful business according to Bill Ackman's checklist and the evaluation of a company's checkpoints and management list.
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Jul 25, 2023 • 28min

428- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 1

Bill Ackman, an invaluable source of learning for aspiring investors, shares his investing checklist which includes simplicity, predictability, dominant market position, limited risk exposure, free cash flow generation, barriers to entry, excellent management, high return on capital, and a strong balance sheet. The hosts discuss their recent trip and recommend staying focused when broadening investing practice. They explore the impact of extrinsic risks, generating cash flow, and barriers to entry. They emphasize the importance of understanding a business's moat and reasons not to invest.
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Jul 18, 2023 • 34min

427- Investment Travelers

No matter how many books we read or how many hours we pour into our market research, the future is still uncertain to even the wisest of investors. When the mantra of “invest in what you know” is faced with the unknowable, what is the right move for those who are confined to the present?With every passing year, it gets easier to invest outside of our own borders. However, the enticing potential of emerging markets and discovering relatively unknown companies is balanced by the risks associated with cultures, governments, and business practices that are foreign to those with a Western-centric mindset.This week on InvestED, Phil and Danielle discuss the pros and cons of buying into companies overseas, and why many people are more comfortable keeping their investments close to home.To expand the borders of your own investing knowledge, check out our guide of The Best Investors in the World to pick up some tips from top minds in every corner of the globe: https://bit.ly/3DhbmISTopics Discussed: Buffett on USA Living and investing outside of one’s country/region Michael Burry/The Big Short Listeners in Ireland: send company suggestions to questions@investedpodcast.com Euronext Dublin Resources Discussed: The End of the World Is Just the Beginning Investment Biker: Around the World with Jim Rogers Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 11, 2023 • 34min

426- The End of the World

The past hundred years has seen humanity mobilize in a way that was previously unimaginable, and that worldwide cultural shift has been kicked into overdrive in the digital age. These massive changes have shaken up markets for decades, and this trend of globalization shows no signs of slowing down.As the world becomes smaller, supply chains become more interwoven, and people’s expectations of immediacy grow, the future looks very uncertain. Following decades of relative peace, geopolitical jockeying has taken on a previously unseen context in a world where the chief rivals depend on each other for our modern way of living.With declining populations ushering in a declining need for consumption, investors will have to adapt to this new era of global commerce in ways that many nations seem unwilling or unable to do. On this week’s show, Phil and Danielle discuss some of the unique aspects of the US, and what it means for America to get ahead of the demographic curve and avoid catastrophe.Although this podcast doesn’t pick stocks, Rule #1 has these great tips available to help investors learn how to start generating generational wealth: https://bit.ly/3ros8mUTopics Discussed: Ancestral immigration Munger on Musk Post-WWII hegemony European manufacturing changes Resources Discussed: 1883 The End of the World Is Just the Beginning The Intelligent Investor Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 4, 2023 • 1min

425- Happy 4th!

For today’s mini-episode of InvestED, Danielle checks in to wish a happy 4th of July to all of our listeners in the USA.To keep the fireworks in the sky instead of your portfolio, check out our investing checklist, 10 Do’s and Don’ts of Successful Investing:  https://bit.ly/3XyEDbDTopics Discussed:July 4th Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 29, 2023 • 47min

424- AI for Investing with Nuno Neves Cordeiro

The arrival of the AI boom has stirred up a lot of questions, a couple of which seem to define the main concerns with the technology: are machines going to take all of our jobs, and how can I utilize this tech in a way that nobody else has thought of yet?The first question is answered by the fact that none of this would function without human creativity guiding the process, and the second will be answered in a multitude of ways as this technology continues to be refined and democratized in the coming years..This week on InvestED, Phil and Danielle are joined once again by AI expert Nuno Neves Cordeiro as they discuss the ways that investment firms are implementing open source machine learning processes to streamline the way they analyze data, as well as how the average investor can take advantage of this technology.Click here for your copy of 5 Numbers to Determine a Smart Investment, Phil’s guide for discovering and calculating the numbers that matter most in your investments: https://bit.ly/3psMESQToday's Guest:Nuno Neves Cordeiro (LinkedIn)Topics Discussed: LLMs Quant trading  AutoML Econometrics Resources Discussed: ChatGPT Chaos Kings Learn more about your ad choices. Visit megaphone.fm/adchoices

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