“There’s nothing evil, per se, about selling things short. Short sellers—the situations in which there have been huge short interests very often—very often have been later revealed to be frauds or semi-frauds.” — Warren BuffettShort selling, or shorting, plays an important role in public markets as it improves prices, rational capital allocation, prevents bubbles, and shines a light on fraud.A recent example of this is the Gamestop event which caused many investors to either gain or lose money, as shorting isn’t ideal for all investors. This is why it’s important to invest with your values—so you can invest with confidence and reduce your risk of making bad investing decisions. In today’s podcast, Phil and Danielle discuss the important role short sellers play in our market and why it’s important to invest with your values. Learn about the Four Ms and how they can help you invest in the right businesses at the right time with this FREE guide: http://bit.ly/3btAqhMTopics Discussed: Confirmation bias GameStop squeeze of 2021 Short selling Hedge fund collusion Resources Discussed: Beat the Dealer Black-Scholes Model Learn more about your ad choices. Visit megaphone.fm/adchoices

Our ability to handle expectations, both from others and ourselves, plays a huge role in our success in life. If we don’t know our tendencies when faced with those expectations, how can we be prepared to succeed?Investors often deal with an enormous amount of pressure and uncertainty, and being able to identify the source of those stressors can help set us up to prosper in the market.In this episode, Phil and Danielle return to the Four Tendencies Framework and examine what it is that really makes us tick and how we can harness that knowledge in our investing practices.If you want to be better prepared to set realistic goals, don’t miss our handy checklist of The 10 Do’s and Don’ts of Successful Investing. Download your copy now: https://bit.ly/3H9FzwdTopics Discussed: Audiobook reading The Four Tendencies Framework Resources Discussed Why We Sleep Better Than Before The Four Tendencies Mostly Invested Rule #1 Virtual Investing Workshop Learn more about your ad choices. Visit megaphone.fm/adchoices

New year, same InvestED! Our hosts check in for the first show of 2023 and reflect on how disparate paths can bring people to the same world of investing.What does it look like to find success with the message you’re trying to share? There are millions of people with an idea, a passion, or a unique perspective, but managing to have it resonate with others in the attention economy is no small task. This week on InvestED, Phil and Danielle discuss the importance of setting goals, and they return to the recent topic of four buckets, this time in terms of dealing with expectations both external and internal.Get your year started on the right foot with the Must-Have Investing Checklist. Download your copy now: https://bit.ly/3XjgNixTopics Discussed: Publishing/PR industries The importance of a platform The Four Tendencies Framework Resources Discussed: Invested Rule #1 Better Than Before The Four Tendencies Learn more about your ad choices. Visit megaphone.fm/adchoices

On this milestone episode of InvestED, Phil and Danielle celebrate 400* episodes and take a look at where the market might be headed in the new year.Having spent the past two weeks going over the All Weather Portfolio, are there certain profiles of investors who would be better suited to this strategy than others? How can you use the four buckets to hedge your bets against the ups and downs of the market?Join us as we close out 2022 and nearly 8 years of the InvestED Podcast, and see where the inflation roller coaster takes us in 2023.Find ways to secure your investments for the next big downturn with the 12 Month Financial Success Planner. Download your copy now: https://bit.ly/3Vd1973Topics Discussed: Ray Dalio’s All Weather Portfolio Tony Robbins and Ray Dalio Resources Discussed:MONEY Master the Game Learn more about your ad choices. Visit megaphone.fm/adchoices

As the podcast approaches episode 400, Phil and Danielle reflect on the past several years of talking investing together before returning to the previous episode’s topic of the All Weather Portfolio.What does it look like to put together a portfolio that’s prepared for any economic environment? Inflation or deflation, boom or bust, there are opportunities in every situation.This week on InvestED, Phil and Danielle dive deeper into the four buckets theory and how societal and economic dynamics can help you develop a strategy for security.Find ways to secure your investments for the next big downturn with the Market Crash Survival Guide. Download your copy now: https://bit.ly/3hnrTUwTopics Discussed: Four Buckets/All Weather Portfolio Efficient Market Theory Learn more about your ad choices. Visit megaphone.fm/adchoices

For many, investing is much more than a hobby or a profession–it’s a way of looking at the world and parsing new information.There are countless approaches to take towards investing your wealth, but for a certain segment of the population, safeguarding financial progress is a higher priority than finding the next hot stock.This week, Phil and Danielle talk through Ray Dalio’s All Weather Portfolio and how you can utilize this strategy to weather any economic storm that may hit the market.If you’d like a metric for making smart investing choices, download your copy of Understanding Market Capitalization to get our guide for navigating price versus value: https://bit.ly/3P6m1eKTopics Discussed: The importance of reading EBITDA Efficient Market Theory Resources Discussed Unsettled by Steven Koonin The All Weather Portfolio by Ray Dalio Learn more about your ad choices. Visit megaphone.fm/adchoices

The world’s second largest economy has long posed a problem for investors. With the Communist Party embracing markets to spur development in recent decades, many investors have been puzzled by China, seeing many fail to take advantage of an unprecedented explosion of economic growth in the country.As the buying power of the Chinese middle class continues to grow, how do investors approach the market in a nation where so much economic influence is under the control of a one-party government?Tune in to InvestED this week as we discuss the political and economic situations in China and what they might look like in the near future, as well as how you can profit from the immense potential in that market.To read more about the top investing minds from around the globe, download your copy of The Best Investors in the World to broaden your horizons: https://bit.ly/3ONRbriTopics Discussed: China’s Party Congress Future of US/China relations Hermès vs LVMH Resources Discussed Rule #1 Blog Ray Dalio’s Notes on China Principles by Ray Dalio Learn more about your ad choices. Visit megaphone.fm/adchoices

396: Timing Your ExitsThere is no shortage of opinions about when to sell in the ever-changing world of investing, but those taking the Rule #1 approach know that buying a great business on sale is paramount for maximizing your returns.While analyzing the countless factors that influence markets can seem like a formidable task, it really boils down to understanding a stock’s price versus its value. Having a grasp on these two metrics can be one of the most powerful tools in your arsenal of knowing when to hold and when to sell.This week on InvestED, listen as Phil and Danielle talk through the evolving methods that tech companies use to retain their user base and minimize risk. As these businesses grow to encompass a wider range of hardware and software in an increasingly interconnected world, investors can utilize this understanding to inform their decisions to either hold or sell.To learn more about how the tech giants maintain their advantages over their competitors, download your copy of Moat Types for Durable Advantage to successfully invest: https://bit.ly/3tWwFe5Topics Discussed: P/E ratio Venture capital in US vs abroad Government regulation Tech ecosystems Resources DiscussedRule #1: The Simple Strategy for Successful Investing in Only 15 Minutes a Week! Learn more about your ad choices. Visit megaphone.fm/adchoices

There are world-renowned institutions and individuals who have devoted themselves to understanding the ins and outs of investing. Yet despite all of the heavily-scrutinized studies and statistical analyses, we see investors who take an outside-the-box approach and yield impressive results.It’s important to keep in mind that, when looking at the methodologies of successful value investors, different strategies are required for different stages of managing your portfolio. The positions that Buffett is taking in 2022 are a far cry from his process 50 years ago. This week on InvestED, Phil and Danielle discuss why buy and hold might not be the best move in every situation, and when it is the right thing to do, how do you choose the companies to stick with?To learn more about how to pick and choose profitable businesses, download your copy of How to Pick Stocks: The 5-Step Checklist to successfully invest: https://bit.ly/3tz0VfcTopics Discussed: Intrinsic value Modern portfolio theory vs Value investing Deciding when to sell Resources Discussed Riding a Backwards Bike The Education of a Value Investor The Dhando Investor: The Low-Risk Value Method to High Returns For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Wouldn’t it be nice if the market behaved in a predictable, rational way? Unfortunately for investors, that’s not the case, so having a proven strategy to time your moves is key to achieving long-term success with your portfolio.Getting in (or out) at the right time is what separates top investing minds from the rest of the pack, and whether it’s finding a sale on a great company or knowing how to read the tea leaves and avoid being left holding the bag, having the proper analytics can help you navigate the tumultuous investment landscape.This week on InvestED, Phil and Danielle dig deeper into topics raised by last week’s listener email, and they take a look back at how superstar investors like Buffett have changed their approach over the past few decades in response to market volatility.To see how well you know the wisdom that has inspired the Rule #1 investing strategy, take our Warren Buffett quiz and find out how you stack up: https://bit.ly/3WO1jUyTopics Discussed: Intrinsic value vs. timing the market Understanding your investments Velocity of money Market distortion Building financial independence vs. preserving portfolio Resources DiscussedRule #1 bookFor show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megaphone.fm/adchoices