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Adventures in Wealth Management
Adventures in Wealth Management episodes
- 123 – Epi 10 – What to do with cash, stock market concentration, Ferrari GTO 250 from 1960's
Personal Finance: Charles digs into what he is thinking about cash here.
Markets: Tj digs into top 10 stocks in the S&P.
Interesting: The story from Nick Sleep on understanding value and buying a Ferrari GTO in 1960s for 750…worth ~$52mn today.
Links:
In the Markets Now: Stock Market Concentration (5/2023)
15 min - 123 – Epi 9 – Creating millionaires, international vs domestic investing and volatile markets
This week Charles Fry and TJ Kavanagh dig into 3 topics.
Bill Ackman was recently on 20 minute VC and discussed an idea about how to help fix inequality in the US. Bill's plan included giving every baby born in the US a certain amount of money that they couldn't touch for 65 years but would be invested. Charles spends some time digging into home bias and why he what is standing out to him in the international space. TJ digs into the increasing draw downs in the stock market over the last few years.
Links:
https://www.forbes.com/sites/shaharziv/2020/12/07/bill-ackman-give-every-child-6750-so-they-retire-millionaires/?sh=39b29d047534
14 min - 123 - Epi 8 - 529 into a Roth, the bad mood in the streets, your relationship with money
Episode 8 - TJ and Charles talk about an idea to fund a roth with proceeds from a 529 account, look at all the bearish indicators in the market (e-mini short, stocks vs bonds and ideas of SPX predications for year end) and end with some thoughts on the "having a health relationship with money" article.
Links:
https://wggtb.substack.com/p/having-a-healthy-relationship-with
17 min - 123 - Epi 7 - VATs, Silent Crisis of Retirement, Pros and Cons of Financial Shock!
Epi 7 - Tj and Charles discuss VATs, the silent crisis that is Retirment in the US and pros and cons of a financial shock.
Show Notes
0:01:06: VAT
0:06:44: "silent crisis" when it comes to retirement
0:09:00: pros and cons of financial shock
Link
Ross' note - In the Markets Now: Pros and Cons of a Bank Crisis (3/2023, Client-Approved)
14 min - 123 - Epi 6 - Warren B's 'Secret Sauce', Changing leadership in the market, Rebranding the rainy day (bad market) advice from US Jr Chess Prodigy
Episode 6: TJ and Charles talk about Warren Buffet's latest annual report, the changing leadership that happens throughout the decade in the stock market and how Josh Waitzkin trained his son to not let external forces like rain effect his mood which seems like a good analogy for stock market and what happens when you try to time the market.
Show Notes
00:00:15: Warren Buffet digs into stock vs bond holdings over a 30 year period in his 2022 annual report. Section titled "Secret Sauce"
00:02:58: Leadership changes in the market over cycles
00:06:12: Taking a look at trying to time the market by examining the returns a portfolios that are fully invested.
Links:
https://www.joshwaitzkin.com/recommended-reading-learning-creativity
https://www.berkshirehathaway.com/letters/2022ltr.pdf
12 min - 123 - Epi 5 - The one with Ross Mayfield - Gifting, Earnings and GDP
My guest today on the 123 Series is Ross Mayfield, Investment Strategy Analyst at Baird.
Ross and I dig into
1. Gifting
2. Earnings Season and stocks bottoming
3. GDP negative years and returns on stock market
8 min - 123 - Epi 4 - Secure Act, Bert the Broker & an Ode to Negative Yields
This week Charles and TJ discuss
1. the new secure act and an idea for 529s.
2. Dig into the classic youtube clip "Bert the Broker" and takes on recessions vs bear markets.
3. The end of negative yielding debt... for now
11 min - Adventures in Wealth Management - 123 Series Epi 3
Last episode of 2022.
1. Items to think about when your dependent turns 18.
2. What is an inverted yield curve
3. What Warren Buffet learned at the race tracks
13 min - Adventures in Wealth Management - Epi 2
Tj and Charles dig into tax loss harvesting at year end, inflation vs expectations and the curse of stadium naming.
15 min - Adventures in Wealth Management - 123 Series
TJ Kavanagh and Charles Fry dive into...
1) HSA Accounts
2) Interest Rate Environment
3) What happened the last 2 times the Phillies won the World Series.
13 min
About Adventures in Wealth Management
From the publisher's feed
Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.