IN THIS EPISODE, YOU’LL LEARN: 

02:16 - Why the valuation gap between value and growth is wider than ever. 

02:28 - Why Lance doesn’t think the FANG stocks are dead. 

06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance. 

20:00 - Lance’s current assessment of the market and his outlook into 2023. 

27:39 - How Lance is positioning his investments heading into 2023. 

33:42 - His 7 rules to navigate investing in a bear market. 

42:47 - The decomposition of returns in the S&P 500. 

50:54 - The increasing importance of share buybacks in driving returns. 

54:14 - The pros and cons of share buybacks vs dividends for shareholders. 

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out: RIA Advice.


Lance’s Youtube Channel: Real Investment Show with Lance Roberts.

Lance’s Podcast: Real Investment Show with Lance Roberts.


Related Episode:  Deep Dive Into Apple & Google w/ Logan Kane. - MI239.

 
NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite


CONNECT WITH LANCE:
LinkedIn | Twitter 
CONNECT WITH REBECCA:
 Twitter | Instagram 

HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI246: Are The FANG Stocks Dead? w/ Lance Roberts

Millennial Investing by The Investor’s Podcast Network is hosted by Patrick Donley and Kyle Grieve. 
Millennial Investing is one of the top-ranked investing podcasts in the world geared to the millennial generation.
Here’s what we do:

- We have conversations with the world’s best investors, entrepreneurs, authors, and thinkers and explore their ideas, methods, and stories to help YOU better invest your time and money.
- Think of us as your research team who finds the most interesting and profitable investing and business insights that you'd normally have to pay for. Except it’s free!
- Our mission is to improve people’s financial literacy and business savvy to help in making better investment decisions with their time and money.

Start listening. Master the best of what other people have already figured out so you can use their lessons in your life to learn how to invest and build wealth.

Follow Patrick on Twitter at @JPatrickDonley, and Kyle on Twitter @IrrationalMrkts.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Kyle Grieve chats with Brian Stofell about the crucial role of being transparent with your track record, how to score anti-fragility, managing risk in a portfolio where evaluation isn’t critical, the interplay of narrative and investor sentiment, how to utilize a reverse DCF to find the market's assumptions on growth, investment lessons from Nassim Nicholas Taleb, how to weight probabilities for analyzing the outcome of a stock, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:12 - The significance of track record in decision-making processes.
03:50 - The crucial role of having "skin in the game" in various ventures.
08:56 - Insights into Brian's transition towards tech-oriented businesses.
09:13 - Why Brian adds a stock at any price, regardless of valuation, if the business is anti-fragile.
09:13 - The importance of free cash flow when looking at loss-making businesses.
14:30 - How Brian enters a position and how he allows it to earn its way to a higher allocation.
19:57 - Exploring the anti-fragility inherent in specific tech sectors.
37:52 - Why switching costs are so easily identifiable.
40:56 - How to use RDCF to help you better understand the assumptions made about a business.
46:22 - The importance of understanding the relationship between narratives and price.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Buy a copy of The Psychology Of Money here.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle'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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite


Connect with Kyle: Twitter | LinkedIn | Website
Connect with Brian: LinkedIn | Website | Twitter
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI345: A Decade Outperforming The NASDAQ w/ Brian Stoffel

In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You’ll hear about the lessons Grant learned playing college baseball, how he got his accounting practice started, what some of his favorite tax saving strategies are, what are some important financial moves real estate investors and small business owners should make, what the biggest mistakes he sees people make with their taxes, and much more!
Grant is a real estate and small business tax professional who runs Dougherty Tax Solutions. He has built his practice largely through content creation on Twitter and Instagram and lives in Houston with his wife and 3 small children. 

IN THIS EPISODE, YOU’LL LEARN:
00:00 Intro
02:25 - What lessons Grant learn from playing college baseball.
09:36 - What steps did he take to get his accounting practice started.
12:47 - How he has grown his business and Twitter following.
20:50 - What the tax advantages are of a high-earning W2 spouse married to a Real Estate professional.
24:23 - What is cost segregation and bonus depreciation and why it’s important.
28:35 - What are some of his favorite tax-saving strategies.
33:22 - What are some financial moves that small business owners should make.
35:50 - How Grant manages his portfolio.
44:09 - What are the biggest mistakes that he sees people make with their taxes.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: Grit by Angela Duckworth.

Recommended book: The Intelligent Investor by Benjamin Graham.

Check out MI285: The Art of Tax Optimization w/ Mitchell Baldridge | YouTube video.

Check out MI334: Confessions of an Entrepreneurial Addict w/ Chris Koerner | YouTube video.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle'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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite


Connect with Patrick: Twitter  
Connect with Grant: Website   |  Twitter  
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI344: Growing Your Wealth, Shrinking Your Taxes w/ Grant Dougherty

David Morgan goes through the basics of investing in commodities. David is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is also known as the publisher of The Morgan Report.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
03:37 - What are commodities, and how do you invest in them?
06:33 - How you can invest in commodities through ETFs.
16:59 - When is the "right time to buy"?
25:16 - Why David invests in silver. 
29:00 - Why do investors avoid investing in precious metals? 
49:50 - How to pick mining stocks. 
56:07 - The pros and cons of commodities.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended Book: You Can’t Lose Trading Commodities by Robert Weist.

Recommended Book: The Silver Manifesto by David Morgan.

Recommended Book: Second Chance by David Morgan.

Check out The Morgan Report.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle'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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI Rewind: Investing in Commodities w/ David Morgan

Patrick Donley (@JPatrickDonley) sits down with Brent Beshore, CEO of Permanent Equity, a private equity firm with a long-term holding period of 30 years that invests in family-owned companies. You’ll hear about Brent’s conversion story and his journey from atheism to faith and how that has affected his life and career. You’ll also learn what it was like for him to become more public with his beliefs, the books he recommends to skeptics, what his advice is to people looking to acquire a business, his views on buying vs. starting a business, and so much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - What the daily practice Brent has done that has had the biggest impact on his life.
10:40 - How Brent’s conversion story from atheism to faith unfolded.
11:32 - Why his quest for money, success, and power left him feeling empty.
19:00 - How becoming a believer has affected his business life.
30:50 - What it was like becoming more public with his beliefs.
35:45 - What are some books he’d recommend to skeptics.
47:30 - What Brent would recommend to a young person who wants to acquire a business.
47:30 - What his thoughts on SBA loans are.
47:30 - What his thoughts on buying vs. starting a business are.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: The One Year Bible.

Recommended book: The Case for Christ by Lee Strobel.

Recommended book: Giving it All Away..And Getting It Back Again by David Green.

Recommended book: Practicing the Way by John Mark Comer.

Recommended book: The Spirit of the Disciplines by Dallas Willard.

Recommended book: Living Life Backwards by David Gibson.

Recommended book: Confronting Christianity by Rebecca McLaughlin.

Recommended book: Making Sense of God by Timothy Keller.

Recommended book: The Reason for God by Timothy Keller.

Check out Brent’s episode with Chris Powers.

Check out: TIP393: Fundamentals For Private Deals w/ Brent Beshore | YouTube video.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle'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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite


Connect with Patrick: Twitter  
Connect with Brent: Website | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI343: Beyond Business: Exploring Faith  w/ Brent Beshore

In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Alan Corey, a self-described real estate maximalist, who has achieved financial independence through a long-term, straight forward real estate strategy. You’ll also learn about his life as a New York comic, how Alan practiced habits of the wealthy to build his portfolio, how he got his start as an author, what holds people back from getting started in real estate, the importance of finding your niche, and so much more!

Alan is a real estate investing mentor and coach, an Atlanta realtor, and owns a large portfolio of multi-family properties. He is also the author of "A Million Bucks by 30" and "House FIRE" and runs House Money Media.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:57 - What life was like as a comic in New York City.
06:58 - How Alan started practicing habits of the wealthy.
09:07 - What his first steps in real estate were to start building his portfolio.
31:33 - How Alan got started as an author.
46:20 - What holds people back from getting started in real estate.
50:07 - Why it is important to find your niche in real estate.
51:18 - What Alan’s portfolio looks like today and where he focuses.
54:02 - How he views long-term debt.
58:03 - What is House Money Media.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: A Million Bucks by 30 by Alan Corey.

Recommended book: The Subversive Job Search by Alan Corey.

Recommended book: House Fire by Alan Corey.

Check out: REI161: A Better Way to Build Wealth w/ Sean O’Dowd | YouTube video.

Check out: MI319: Adulting is Easy w/ Lauren Keen Aumond | YouTube video.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle'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.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Meyka

DeleteMe

NerdWallet

Fundrise

Public

Yahoo! Finance

NetSuite


Connect with Patrick: Twitter  
Connect with Alan: Website  |  Twitter | YouTube
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI246: Are The FANG Stocks Dead? w/ Lance Roberts

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