Millennial Investing - The Investor’s Podcast Network

The Investor's Podcast Network

Millennial Investing by The Investor's Podcast Network is hosted by Robert Leonard (@therobertleonard) and Rebecca Hotsko (@RebeccaHotsko). They cover not only investing basics and investment and financial advice, but also business topics such as entrepreneurship, side hustles, personal development, and more to help educate and inspire the millennial generation. The show's mission is to improve people's financial literacy and business savvy in order to help anyone make better investment decisions with both their time AND money.

Real Estate 101 by The Investor’s Podcast Network is hosted by Robert Leonard. He brings on a wide range of guests, from fellow “newbie” investors investing as a side hustle to full-time multimillionaire real estate investors to walk you through all the questions and roadblocks you face as a new investor. You don't have to face the world of real estate investing alone – let Robert, and his guests, be your guide on your investing journey. Break past the paralysis-by-analysis stage and get your first deal, or next deal, done with actionable tips, strategies, and guidance from Robert and guests!

Start listening, and join millions of listeners learning to invest! Follow Robert on Instagram and Twitter at @therobertleonard, and follow Rebecca on Twitter at @RebeccaHotsko.

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REI174:  Mastering Mindset for Real Estate Success w/ John Plumstead
Today
REI174: Mastering Mindset for Real Estate Success w/ John Plumstead
Patrick Donley sits down with John Plumstead, who is a full-time real estate professional and owner of Gray Line Investments. They talk about what he learned from teaching at West Point’s Center for Enhanced Performance on how to develop and master a mindset for real estate success. How John set a goal to be on the Army football team and became captain of the team.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro06:34 - How John set a goal to be on the Army football team and became captain of the team.20:45 - Why owning and operating an ice cream store provided a priceless education.35:04 - Why having a little bit of a chip on your shoulder can be a good thing.36:17 - Why he and his partner decided to focus on self-storage.36:18 - What he learned about mindset and overcoming mental barriers while teaching at West Point’s Center for Enhanced Performance.41:51 - What real estate books he would use to teach a West Point real estate class.53:40 - What his goals are for his company, Gray Line Investments.1:00:49 - What his top tips are for mastering a winning mindset.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.The Book on Rental Property Investing by Brandon Turner.The 4-Hour Work Week by Tim Ferriss.The Dhandho Investor by Mohnish Pabrai.The Investor’s Guide to Growing Wealth in Self Storage by AJ Osborne.The Commercial Real Estate Playbook — John’s podcast.Rich Dad Poor Dad by Robert Kiyosaki.Richer, Wiser, Happier by William Green.Related episode: Listen to REI153: 1300 Units in 21 Months w/ Sultan of Storage, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with John: Twitter | LinkedIn | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI Rewind: Retiring at 35 w/ Steve Adcock
3d ago
MI Rewind: Retiring at 35 w/ Steve Adcock
Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more.IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20’s.22:01 - How much Steve and his wife had saved prior to making the leap to early retirement.33:44 - The pros and the cons of early retirement.41:36 - What Steve’s thoughts are on the follow your passion versus earn more money debate.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESMorgan Housel’s book The Psychology of Money.Robert Kiyosaki’s book Rich Dad Poor Dad.Thomas Stanley and William Danko’s book The Millionaire Next Door.JL Collin’s book The Simple Path to Wealth.Related Episode: Listen to MI041: The Simple Path To Wealth w/ JL Collins, or watch the video.Related Episode: Listen to MI120: Bitcoin and Financial Independence w/ Jim Crider, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Support our free podcast by supporting our sponsors.Connect with Steve: Twitter | Instagram Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI173:  The Power of Cost Segregation w/ Yonah Weiss
5d ago
REI173: The Power of Cost Segregation w/ Yonah Weiss
Yonah Weiss does a deep dive on cost segregation. As business director at Madison SPECS, a national cost segregation leader, he’s assisted clients in saving hundreds of millions of dollars on taxes through cost segregation.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro08:02 - What his early career was like as an educator.09:32 - How he transitioned in his 30’s to real estate after his teaching career.23:42 - Why fix and flips weren’t for him.24:09 - Why he feels your network is your net worth.37:49 - How he became an expert in cost segregation.37:49 - What cost segregation is and the tax savings it can generate.54:31 - How bonus depreciation works and how the IRS will treat it in the coming years.56:40 - How he continues to give back and teach through social platforms and his podcast.01:03:11 - What the most impactful book has been for him.01:03:22 - How he views success.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRelated episode: Listen to: REI120: Tax Strategies for Real Estate Investors w/ Amanda Han, or watch the video.Weiss Advice Podcast.Robert’s book The Everything Guide to House Hacking.The 7 Habits of Highly Effective People by Stephen Covey.Rich Dad Poor Dad by Robert Kiyosaki.Richer, Wiser, Happier by William Green.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Yonah: Twitter | LinkedIn | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson
6d ago
MI263: Gold Through The Ages: Understanding it’s Role Under Different Monetary Regimes w/ Dana Samuelson
Rebecca and Dana Samuelson chat about rare gold coins, their differences from other gold/silver investments, gold's changing role in the monetary system, and its impact on pricing, and more.Dana Samuelson is the President of American Gold Exchange, Inc. with 42 years trading precious metals and rare U.S. gold and silver coins.  IN THIS EPISODE, YOU’LL LEARN:0:00 - Intro3:00 - What rare gold coins are, and how does this investment differ from other gold/silver investments?10:54 - How gold’s role in the monetary system has changed over time and how that’s impacted the price. 15:06 - What is the relationship between Gold, the USD, and other currencies? 23:45- How the price of gold changed after being fixed in the 1930s to then floating in 1971. 24:00 What are the main factors that drive gold prices to go up and down? 25:59 - How the money supply impacts the price of gold. 29:59 - Is there a typical market cycle for gold? 34:03 - What would happen if people lost faith in the US’s ability to service the country’s massive debt loads?35:41 - How a payment system of gold for oil would work and is this a likely scenario? 38:41 - Could China be stocking up on gold to potentially go on a gold or silver standard? 49:30 - Dana’s outlook for gold and silver. 55:49 - Why does it matter if less dollars are used internationally? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESCheck out: American Gold Exchange. Related Episode: Listen to: MI248: Inflation Is Here To Stay w/ Tavi Costa, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Support our free podcast by supporting our sponsors.Connect with Dana: Website | Email  Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI172: Preserving the Past Using Historic Tax Credits w/ John Blatchford
1w ago
REI172: Preserving the Past Using Historic Tax Credits w/ John Blatchford
Patrick Donley chats with John Blatchford, who is the founder of Kunst, which is a developer of properties built in the 1800s. He shares his thoughts about how he got started in the preservation of historic buildings and the advantages of using historic tax credits to improve his returns.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro11:50 - Why he decided to leave his W-2 job to pursue real estate full-time.15:37 - How he learned about the advantages of historic tax credits.25:00 - What the business model is for his company, Kunst.36:45 - What the process is like for applying for historic tax credits.39:14 - How John got his start in historic buildings by purchasing a $5000 building in Cincinnati.45:00 - What his tech stack looks like to operate his business.45:00 - Where and how he raised the initial capital to fund his projects.49:28 - What his best advice would be for someone interested in real estate development.56:32 - How his love of pickleball developed. And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.How to Win Friends and Influence People by Dale Carnegie.War of the Worlds by H.G. Wells.Richer, Wiser, Happier by William Green.Related episode: Listen to REI155: Building a Boutique Property Empire w/ Moses Kagan, or watch the video.Related episode: Listen to REI159: From Receptionist to Urban Infill Developer w/ Sean Sweeney, or watch the video.Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, or watch the video. NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with John: Twitter | LinkedIn | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
10-03-2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:58 - How Tony views the current market landscape and what investors can do to benefit.29:31 - What commodities Tony expects to perform well in an inflationary environment.29:31 - The five classes of hard assets Tony considers to hedge inflation.35:29 - What funds to consider for investors wanting to own a basket of commodities for overall exposure to the asset class.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESRelated Episode: Listen to MI068: Investing In Commodities w/ David Morgan, or watch the video.Related Episode: Listen to MI126: A Rational Approach to Investing w/ Tobias Carlisle, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Support our free podcast by supporting our sponsors.Connect with Tony: Website | LinkedIn | Twitter Connect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI171: The Journey to Early Retirement w/ Dave from Side Hustle Houses
08-03-2023
REI171: The Journey to Early Retirement w/ Dave from Side Hustle Houses
Patrick Donley sits down with Dave from Side Hustle Houses on real estate Twitter, to talk about his journey to early retirement through building out his real estate portfolio. Learn the steps Dave has taken to grow his portfolio from an initial house hack to five rentals on an educator's salary, and more. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:10 - How Dave first got turned on to the concept of financial independence.07:52 - What resources he turned toward to learn about investing and real estate.12:50 - How he got his start with a house hacking investment.17:59 - How he has built his portfolio on an educator’s salary.19:08 - How he is self-managing the properties and his philosophy of being a great landlord.42:48 - What the impact Twitter has played on his growth and learning.44:26 - What his ultimate goals are for his portfolio and what he needs to retire.49:55 - What his five golden value boosters he does to any property.01:03:36 - How he is planning to spend his time once he hits FI.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.Your Money or Your Life by Vicki Robin and Joe Dominguez.Losing My Virginity by Richard Branson.Rich Dad Poor Dad by Robert Kiyosaki.Richer, Wiser, Happier by William Green. NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Dave: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI262: Warren Buffett’s 4 Principles of Investing  w/ Michelle Marki & Signe Lonholdt
07-03-2023
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thoughts on why having a margin of safety is key to their investment process much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro05:10 - The most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger. 05:10 - Why having a margin of safety is key to their investment process. 09:36 - The four principles of Warren Buffett’s investing strategy. 13:14 - The different types of moats companies can have. 13:14 - How to assess whether a company has a sustainable moat. 33:42 - The key steps of valuing a company the Warren Buffett way. 33:42 - Why Buffett prefers to look at owners earnings as a valuation metric. 37:31 - What qualities and quantitative factors would indicate that a company has good management? 43:39 - How companies get on their radar.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESCheck out: Investing Mastermind Podcast.Check out Michelle’s Youtube.Related Episode: Listen to MI222: How to Invest Like Warren Buffett w/ Robert Hagstrom, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Support our free podcast by supporting our sponsors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI170:  Transforming Spaces w/ Antonia Botero
06-03-2023
REI170: Transforming Spaces w/ Antonia Botero
Patrick Donley chats with Antonia Botero, who owns The MADDPROJECT, a boutique real estate project management and consulting firm. She talks about her fascinating journey from Columbia to the U.S., how a robotics club taught her many important life and entrepreneurial lessons, what her journey in academia was like, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:26 - What it was like growing up in a real estate family in Columbia.08:20 - Why robotics played such an important part in her life.27:17 - How her journey in academia shaped her.35:22 - Why she wanted to get out into the field and learn construction hands-on.45:04 -What repositioning a New York office building into luxury apartments was like.49:14 - How she started her company, MADDPROJECT, and what they focus on.01:20:00 - How the art of asking is a key skill to develop.01:24:46 - What it’s been like designing and building her own mountain ski home in Park City.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.The Art of Asking by Amanda Palmer.Rich Dad Poor Dad by Robert Kiyosaki.Richer, Wiser, Happier by William Green.Related episode: Listen to REI165: Taco-Oriented Development w/ Eric Weatherholtz, or watch the video.Related episode: Listen to REI164: Intelligent Design w/ Bobby Fijan, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Let an expert do your taxes from start to finish so you can relax with TurboTax.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterEmail: patrick@theinvestorspodcast.comConnect with Antonia: Website | Twitter | LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI Rewind: Richer, Wiser, Happier w/ William Green
03-03-2023
MI Rewind: Richer, Wiser, Happier w/ William Green
Clay Finck chats with William Green about how the greatest investors taught him how to live a better life, the lessons William learned in simplifying an investment approach, and much, much more!William Green is the author of Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro02:56 - What led William to study the best investors not just to discover the investing lessons, but also to learn how to live a better life.13:10 - What William’s biggest takeaways are in interviewing and studying Charlie Munger.38:23 - The lessons William learned in simplifying an investment approach.45:30 - What it takes to know if you’re ready to buy individual stocks and try to outperform the market.56:34 - The benefits of having conservative finances and how Bill Miller has influenced how he views this subject.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESWilliam Green’s book, Richer, Wiser, Happier.William Green’s book, The Great Minds of Investing.William Green’s book, The Education of a Value Investor.Related Episode: Listen to TIP398: Wisdom From the Greatest Investors w/ William Green, or watch the video.Related Episode: Listen to MI084: Warren Buffett, Charlie Munger, And Berkshire Hathaway w/ Adam Mead, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with William: Website | LinkedIn | Twitter Connect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro
01-03-2023
REI169: The Rise of a Real Estate Entrepreneur w/ Donovan Adesoro
Patrick Donley talks with Donovan Adesoro who is a real estate developer and also Investor Relations Director for Fund That Flip. They discuss how his start in house hacking fueled the desire to do larger deals which led to him developing 16 duplexes in the Houston area with an additional 30 currently under construction.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro17:27 - How Donovan got his start in house hacking.17:39 - What the pros and cons of house hacking are.17:39 - What resources and first steps would he recommend to beginning investors?27:15 - What it took to break into the development world.33:01 - Why he jumped from house hacking to developing duplexes.37:40 - What the steps are from purchasing a vacant lot to the final end product.40:32 - How he went about raising capital.57:09 - What his exit strategy is plus his plans for the future.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.Rich Dad Poor Dad by Robert Kiyosaki.The Go Giver by Bob Burg.Set for Life by Scott Trench.Richer, Wiser, Happier by William Green.Related episode: Listen to MI215: The Everything Guide to House Hacking w/ Robert Leonard, or watch the video.Related episode: Listen to REI090: The Guide to Real Estate Investing w/ Brandon Turner, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Donovan: Website | Twitter | LinkedIn | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI261: Building a Second Brain w/ Tiago Forte
28-02-2023
MI261: Building a Second Brain w/ Tiago Forte
Rebecca Hotsko chats with Tiago Forte about "Building a Second Brain," including how it enhances productivity, improves creativity, helps manage information overload, and much more!Tiago Forte is the Creator of Building a Second Brain, Founder at Forte Labs where he helps people improve their productivity using the principles, techniques, and tools of design thinking. IN THIS EPISODE, YOU’LL LEARN:0:00 - Intro02:38 - What “Building a Second Brain” is and how it can help us be more productive, and creative to improve our informational life. 11:40 - How to use your Second Brain to deal with information overload. 20:17 - How to improve productivity by prioritizing tasks in the most efficient way. 23:26 - Tiago’s approach to making and tackling a to-do list in the most productive way. 29:43 - What are some common pitfalls he sees individuals make that hold them back from reaching their goals? 39:18 - The difference between having a goal vs a project. 41:04 - How Building a Second Brain can help us become better investors. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Building a Second Brain. Tiago’s writings: Forte Labs Blog. Related Episode: Listen to : MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts , or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Tiago: Twitter | LinkedIn Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI168: The Road to Commercial Real Estate Success w/ Matt Lasky
27-02-2023
REI168: The Road to Commercial Real Estate Success w/ Matt Lasky
Patrick Donley and Matt Lasky do a deep dive on commercial real estate and what it takes to succeed in the business.Matt brings over a decade of experience in commercial real estate investing, leasing, finance, portfolio and asset management to his role as Managing Partner at Equity Velocity Funds.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro04:21 - Why Matt chose a career in commercial real estate instead of a more traditional finance path.04:21 - What the first year was like in the commercial brokerage industry.08:13 - How a younger person can add value to senior partners.11:52 - How much a CRE broker can expect to make in their first few years in the business.40:42 - Why he focuses on medical office buildings.48:11 - What happened in one of his worst deals and how he dealt with it.59:59 - How he would recommend someone scale a commercial brokerage business.01:02:54 - What asset class he is not working in, but keeps thinking about.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.Rich Dad Poor Dad by Robert Kiyasaki.Richer, Wiser, Happier by William Green.Related Episode: Listen to REI010: Commercial Real Estate Investing w/ Ian Formigle, or watch the video.Related Episode: Listen to REI160: The Fundrise Approach w/ Ben Miller, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Matt: Website | Twitter  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher
24-02-2023
MI Rewind: Are Emerging Markets Undervalued? w/ James Fletcher
Clay Finck chats with James Fletcher all about ESG investing and emerging markets. James Fletcher is the founder of Ethos Investment Management and the founder of the global non-profit, Young Investors Society.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro09:10 - What ESG investing is, and why it’s a focus of James’ fund.16:29 - Whether ESG investing enhances, or hinders long-term returns.22:30 - What emerging markets are, and why James believes that emerging markets are undervalued.27:34 - What emerging markets James’ fund invests in.44:53 - How James thinks about the role of cash in a portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Ethos Investment Management.Check out Young Investors Society.Related Episode: Listen to MI029: Emerging Markets And Small-Cap Investing w/ James Fletcher, or watch the video.Related Episode: Listen to MI103: China, Emerging & Frontier Markets w/ Kevin Carter, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with James: Website | LinkedInConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI260: Top Stock Picks For 2023 w/ Logan Kane
23-02-2023
MI260: Top Stock Picks For 2023 w/ Logan Kane
Rebecca Hotsko chats with Logan Kane, who is an author and entrepreneur and is currently a writer for Seeking Alpha. Logan talks about the difference between tactics and strategies, his thoughts on how to be a better bull with IJR and IJH, his thoughts on how to be a better bear with VMSXX and VMFXX, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:12 - How to be a better bull with IJR and IJH. 03:12 - What’s the difference between tactics and strategies? 16:31 - Are the new AI platforms like ChatGPT a major threat to Google’s status as the top search engine platform long term? 18:17 - How to be a better bear with VMSXX and VMFXX. 26:35 - Why bank stocks are Logan’s top stock picks for 2023, and which banks he thinks offer the best risk/reward opportunities. 35:46 - What return stacking is and how this strategy works? 46:02 - An overview and analysis of ETFs that implement this strategy: PSLDX, NTSX, TYA. 57:22 - His thoughts on the Grayscale Bitcoin ETF (GBTC). And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Logan’s articles: Seeking Alpha.Check out Logan’s writings: Substack.Related Episode: Listen to MI230: Buffett Indicator Says Market Is Overvalued w/ Lance Roberts, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Logan: Seeking AlphaConnect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI167:   The Art of Real Estate Development w/ Asi Cymbal
22-02-2023
REI167: The Art of Real Estate Development w/ Asi Cymbal
Patrick Donley talks with Asi Cymbal about the inspiration his mother provided watching her lift the family’s fortunes through real estate, what he learned from a $20,000 per year job with mixed-used pioneer Howard Jacobs, how he broke into development in both New York and Miami, how the downturn of 2008 provided an opportunity that changed his life, what early retirement was like and why he choose to return to the world of real estate development.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:32 - Why his mom is one of his real estate investment heroes.07:45 -What his early inspirations were for pursuing a real estate career?07:45 - Why he chose to go to law school.08:59 - How he found an incredible mentor at a $20,000 per year job.11:06 - What it was like breaking into development in New York City.15:19 - How he made the transition from NYC to Miami.19:03 - How the 2008 Great Financial Crisis provided the opportunity that allowed him to retire.54:25 - What retirement was like and why he choose to come back to start his current company.And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.  BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.Think and Grow Rich by Napoleon Hill.Good to Great by Jim Collins.Rich Dad Poor Dad by Robert Kiyosaki.Richer, Wiser, Happier by William Green.Related Episode: Listen to REI155: Confessions of a Real Estate Entrepreneur w/ Moses Kagan, or watch the video.Related Episode: Listen to REI159: From Reception to Urban Infill Developer w/ Sean Sweeney, or watch video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Asi: Website | Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI259: Strategies for Success in Entrepreneurship w/ Nicholas Hutchison
21-02-2023
MI259: Strategies for Success in Entrepreneurship w/ Nicholas Hutchison
Rebecca chats with Nicholas Hutchison about the origins of BookThinkers and the books that influenced Nicholas the most on his personal growth journey. Additionally, they delve into the most significant lessons Nicholas learned as an entrepreneur that contributed the most to his achievements, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:32 - How Nicholas started BookThinkers and what books were most impactful in his personal development journey. 08:09 - Lessons he learned from books on business and entrepreneurship that weren't taught in business school. 10:34 - Some of the biggest lessons he has learned in his journey as an entrepreneur. 12:43 - The most influential piece of advice he received that had the greatest impact on him. 18:56 - The lessons and key takeaways from his favorite books. 26:47 - His top books that had the biggest impact on building better habits/routines. 36:27 - His top tips and framework for how we can be more intentional with our reading and better apply what we’ve read. 44:49 - His tips on how we can retain more information. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: BookThinkers. Check out: BookThinkers Podcast.Related Episode: Listen to : MI162: Is Now the Time to Own Gold? w/ Tavi Costa , or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Nicholas: Website |LinkedIn Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REI166: The Impact of Artificial Intelligence on Real Estate w/ Pavan Agarwal
20-02-2023
REI166: The Impact of Artificial Intelligence on Real Estate w/ Pavan Agarwal
Patrick Donley sits down with Pavan Agarwal about how his company, Sun West Mortgage is using artificial intelligence to improve the mortgage underwriting process with a product they call Morgan. Morgan utilizes what's called empathetic technology to expedite and enhance the entire loan approval process.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:09 - The lessons Pavan learned from his father on running a business.04:05 - How he learned about both real estate and the mortgage industry from a young age.14:14 - What empathetic technology is.22:56 - How Morgan can enhance the underwriting process.33:19 - Why Morgan benefits buyers, sellers, and realtors.34:12 - What it was like creating a Super Bowl ad for Morgan.46:56 - How AI will continue to disrupt the real estate industry.And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.  BOOKS AND RESOURCESRobert’s book The Everything Guide to House Hacking.Rich Dad Poor Dad by Robert Kiyasaki.Richer, Wiser, Happier by William Green.Related Episode: Listen to TIP158: Artificial Intelligence and the Rise of Robots w/ Martin Ford, or watch the video.Related Episode: Listen to TIP211: The Impact of Artificial Intelligence on Finance w/ Dr. Wesley Gray, or watch the video.NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Pavan: WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI Rewind: Life as a Podcast Host, Investing in FinTech, & Buying Rental Properties w/ Robert Leonard
17-02-2023
MI Rewind: Life as a Podcast Host, Investing in FinTech, & Buying Rental Properties w/ Robert Leonard
Robert Leonard talks about his life as a podcast host and a real estate investor, investing in FinTech companies, and much, much more!Robert is a real estate and stock investor, entrepreneur, and Certified Management Accountant. Robert has published his own book on house hacking, The Everything Guide To House Hacking.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:51 - How Robert ended up becoming a podcast host.17:52 - What is included in the TIP Finance tool, and how he uses it in his own portfolio.33:27 - Why Robert is bullish on FinTech companies, and which companies he owns to benefit from the trend to a cashless society.38:18 - How Robert got a real estate deal for 0% money down.40:16 - What real estate investments Robert currently holds.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESRobert’s Intrinsic Value assessment on Autozone.Robert’s Intrinsic Value assessment on Square.Check out our Investing Starter Packs about business and finance.Related Episode: Listen to REI097: Deep Dive into My RV Rental w/ Robert Leonard, or watch the video.Related Episode: Listen to REI099: How I got into Real Estate & Long-Distance Investing w/ Robert Leonard, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.Connect with Robert: Website | Instagram | TwitterConnect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
16-02-2023
MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
Rebecca Hotsko chats with Chance Finucane, who is a partner, and Chief Investment Officer at Oxbow Advisors. They discuss Chance’s current outlook for the market and economy for 2023, why he expects a recession sometime in 2023, what’s driving investors’ complacency in the market, and much more!IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro02:41 - Why Chance expects a recession sometime in 2023 and the stock market to decline by about 20%. 03:55 - What’s driving investors’ complacency in the market, despite being so pessimistic. 07:43 - What a Fed Pivot means for the stock market and the economy. 10:54 - Which leading indicators Chance is relying on to help inform his investment decisions. 11:51 - What would be the catalyst to cause investors to start selling. 12:52 - Why Chance thinks the defensive sectors are the most overvalued parts of the market still. 24:34 - The sectors that typically outperform coming out of a recession. 24:34 - How much the stock market would drop if earnings downgrade as expected. 26:21 - What Oxbow’s investment process looks like for their high growth equity strategy. 27:58 - Why he thinks earnings estimates are still too high for 2023. 30:20 - Why Google is one of their biggest holdings for their equity strategy and looks attractive at today’s price. 31:32 - Which tech stocks he thinks are undervalued and overvalued at today’s prices. 42:10 - Why Chance is still bullish on energy long term despite recently reducing some exposure to positions.48:27 - Why he thinks this next decade could be more like the 1970s with waves of inflation. And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out: Oxbow Advisors.Related Episode: Listen to MI231: History's Biggest Financial Bubble w/ David Hay, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.Connect with Chance: Website | LinkedIn Connect with Rebecca: Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.