Stock Club

#179 James Early on Interest Rate Effects, ESG Trends, and Warren Buffet’s Investment Strategy


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Welcome to episode #179 of Stock Club by MyWallSt. In this episode, Emmet Savage sits down with James Early. With 20 years in institutional finance, James's track record includes roles at Motley Fool and TSL Capital, and affiliations with the Sino-American Pharmaceutical Association, as well as Mensa.


James begins by discussing the importance of emotional intelligence in stock investing, emphasizing patience and the value of low-cost ETFs. He then dives into dividend investing, explaining the characteristics of a reliable dividend-paying stock and the impact of rising interest rates on cash inflows. Additionally, he offers insights into the trajectory of healthcare giants like Merck, Pfizer, and Johnson & Johnson.


Our conversation shifts to ESG investing and shareholder primacy, addressing Gen Z's focus on value-driven decisions. We analyse Warren Buffett's investing approach, apply first principles, and examine a three-stock portfolio. The discussion rounds off with a look at regulatory dynamics in the utility industry and the potential of the CBD industry.



This episode is sponsored by Vodafone Business. V-Hub advisers are here to help you achieve your business goals. With specialisms across a range of digital skills, our advisers are ready to assist you with free support and guidance, so your business can thrive in the digital world.


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(00:00) Preview and Introduction

(02:45) Intelligence in Investing

(05:21) James Early’s Investment Philosophies

(07:56) Dividend Investing and Healthcare Disruptions

(18:34) The Future of Healthcare and Biotech Industries

(20:44) Merging Tech and Traditional Investing

(28:12) Learning Resources and Stock Picks 

(34:16) Industries of the Future


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