Investing Mastermind Podcast

As the holiday season rolls in, it’s easy to get caught up in wrapping presents—but what about wrapping up your financial year?

In this episode, Signe Lønholdt and Michelle Marki share practical tips for setting achievable financial goals for 2025.

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Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-mastermind-podcast/id1654230975

Spotify: https://open.spotify.com/show/5pLLzmn6aF5UUa9S8fCUnP

To join one of Signe's investing workshops, head over to Investionista.com/workshop

Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel @MichelleMarki or checking out her blog at www.michellemarki.com

Following the November 2024 US Election, Signe and Michelle discuss how the stock market, betting markets, and the economy seem to be reacting to who won the US presidency. We touched on how the Fed recently lowered interest rates by 25 basis points in anticipation of a slowing economy. Warren Buffett seems bearish as Berkshire Hathaway's cash pile is $325 billion! Signe mentioned Fed Chair Paul Volcker's book Keeping At It about how he brought down inflation, so she has a lot of admiration for how Jerome Powell has managed to balance monetary policy with economic headwinds.

While the presidential election this November 2024 is big news, what's also big news is how Berkshire Hathaway has racked up a cash pile of $325 billion! Over the summer, Berkshire sold about 100 million shares of Apple or about $15B, and now their AAPL stake is only $70B. In addition, Berkshire sold more Bank of America to be a net seller of stocks in Q3 2024. While Warren Buffett's initial selling of Apple suggested a tax play, now his continued selling of arguably the "best company in the world," suggests he is tipping his hand that the stock market is overvalued. Time will tell if he'll be right that a buying opportunity lies ahead, or if the economy and stock market will continue their upward trends.

Are you living paycheck to paycheck? If so, you're not alone – but it's never too late to make a change. In this episode, we discuss how investing transformed our approach to personal finance. We share the mistakes we've made so you can learn how to improve your money habits and spending patterns.

Are we on the brink of another 'lost

Remember to subscribe to @InvestingMastermind to get the latest episodes, and follow us on Instagram @InvestingMastermindPodcast.

Listen to the Investing Mastermind Podcast on your favorite podcast app:

To join one of Signe's investing workshops, head over to Investionista.com/workshop

Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel @MichelleMarki or checking out her blog at www.michellemarki.com

Please note for transparency: Signe own shares in Lululemon (LULU). For the stocks mentioned in the episode it is not a recommendation to buy or sell any stock we mention, and all opinions shared are our own.

Are you more afraid of starting to invest or working until retirement at 70? In this episode of the Investing Mastermind Podcast, we unpack this question. We discuss the rising retirement ages, stock market cycles, and the Warren Buffett approach in this current financial environment. We’ll also touch on the hype around AI stocks—should you jump on the bandwagon, or is it too risky now?

Remember to subscribe to @InvestingMastermind to get the latest episodes, and follow us on Instagram @InvestingMastermindPodcast.

Listen to the Investing Mastermind Podcast on your favorite podcast app:

To join one of Signe's investing workshops, head over to Investionista.com/workshop

Learn more about Buffett-style investing by subscribing to Michelle’s YouTube channel @MichelleMarki or checking out her blog at www.michellemarki.com

Will the upcoming American election in November send the stock market on a wild ride? We discuss a few trends with how the election or whoever is president happens to affect the stock market and the economy. Regardless of what happens, keep studying stocks individually, up your skills to generate more income, and don't forget to vote in November if you're an American!

The Federal Reserve cut the Fed Funds Rate by 0.50% on September 18, 2024. On the next day, the stock market jumped enthusiastically, only to give back some gains. Signe and Michelle discuss the potential effects of the Fed rate cut on the stock market and the economy. Could a recession be looming in spite of the seeming reprieve a rate cut gives?

The headline of this podcast episode is that Berkshire Hathaway has sold 50% of its Apple stake to rack up $277 billion in cash. Some of what Berkshire seems to be buying with that cash includes Ulta, Occidental Petroleum, and Chubb. However, Berkshire is bearish on Bank of America and Apple based on selling these storied stocks. Why is Warren Buffett or his investing team selling an amazing stock like Apple, could it really be because of tax reasons or another investing reason?

Signe and Michelle discuss how Fed Chair Jerome Powell recently announced at the Jackson Hole meeting that the time has come for the fed funds rate (and thereby interest rates) to come down. We discuss the implications of a potential Fed rate cut in September 2024 on bonds, the stock market, and mortgages!