InvestED: The Rule #1 Investing Podcast

Before buying a company, Rule #1 Investors do a ton of research to ensure the company they are buying meets Charlie Munger’s 4 key principles: meaning, moat, management, and margin of safety.From blue chip companies to venture capital, the options are limitless in terms of what modern investors can do with their money. In this week’s episode, we discuss the difference between investing and speculating, and why the term “risky investing” is an oxymoron.Learn what to watch out for when trying avoid overly risky investments with your own copy of the Must Have Investing Checklist: https://bit.ly/3YRI90nTopics discussed:Charlie Munger's 4 Principles Learn more about your ad choices. Visit megaphone.fm/adchoices

William Albert Ackman is an American investor and hedge fund manager. He has a well-known 8-point investing checklist, which is straightforward and reflects the basic principles of Rule #1 Investing.That checklist includes only investing in simple and predictable businesses with a dominant market position, limited risk, a strong balance sheet, excellent management, high return on capital, free cash flow generative, and large barriers to entry.Sound familiar?There’s a lot of talk in the financial community about “diversification,” which simply means investing your money in a variety of ways in order to provide a safety net should one investment go south. The thing is, you don’t need to diversify if you know how to invest and understand what you are investing in.By taking the time to research and learn about the companies you are investing in, you are providing your own safety net, because you won’t invest in any company that doesn’t meet the standards for a wonderful company, as it is defined in Rule #1 Investing. That is key. This week on InvestED, Phil and Danielle discuss Bill Ackman’s checklist more in-depth, and explain why you can’t blindly put your money in stocks chosen at random and expect to achieve great returns.In order to succeed investing in the stock market, you have to use a system and a strategy. Learn how to find and pick quality stocks with this FREE Four Ms Guide: https://bit.ly/3krSdvBTopics discussed: Bill Ackman Valuation methods of investing Rational investing Tesla stock Coca-Cola stock Learn more about your ad choices. Visit megaphone.fm/adchoices

When we take risks in life, the prospect of success is always tempered by the possibility of failure. What happens to a society when some of the consequences of failure go away?Preparation and practice can help us face our fears and improve our investing process, and dealing with doubts is part and parcel of being an investor.This week on InvestED, Phil and Danielle discuss the hero’s journey and what it means to set and pursue goals.To better prepare yourself for investing success, download your copy of 10 Do’s and Don’ts of Successful Investing: https://bit.ly/3RDQtxUTopics Discussed: Steve Jobs Setting oneself up for success/failure The Hero’s Journey Commitment Resources Discussed: Joseph Campbell Free Solo Learn more about your ad choices. Visit megaphone.fm/adchoices

After a couple of decades of dominating the internet, cracks have begun to appear in the once-unquestionable superiority of Google.  With the advent of new technologies, can the tech giant adapt and compete with the products and companies currently defining the landscape of Silicon Valley? And what does a tech monopoly look like when the world of virtual connectivity begins to incorporate A.I. users in addition to human ones?This week on InvestED, Phil and Danielle talk about shakeups in the tech world and the difficulty of balancing planning for the future vs living in the present.For help planning for your future, don’t miss a free copy of the Rule #1 Early Retirement Calculator: https://bit.ly/3HqBLFQTopics Discussed: Challenges to Google’s dominance  ChatGPT Planning ahead vs being present Resources Discussed:Be Here Now Learn more about your ad choices. Visit megaphone.fm/adchoices

“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