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By Roshan Loungani, Erik Olson & Adrian Nicholson
4.9
99 ratings
The podcast currently has 233 episodes available.
In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of having a sell discipline in investing. They share insights from the recent Arete Wealth Management conference, emphasizing the need for investors to have clear reasons for selling their investments, which can be based on changes in their investment thesis or market conditions. The conversation moves into behavioral finance, emotional decision-making, and the significance of customizing sell strategies to fit individual investor profiles. The hosts provide practical tips for developing a sell discipline that can educate investors about future market volatility and make informed decisions.
Chapters
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional
Summary: In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss five practical tips to enhance daily life and improve overall well-being. The conversation covers the importance of controlling what you can control, seeking humor, engaging in hobbies, challenging oneself, and setting goals. Each tip is explored with personal stories and insights, emphasizing their significance in fostering a positive lifestyle.
Chapters:
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional
Summary: In this episode, Roshan Loungani and Adrian Nicholson delve into key insights from Howard Marks' book, The Most Important Thing. They explore essential investing concepts like valuation, risk, and diversification. They recommend understanding the true value of your
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the valuation advantage of small caps, the potential for rate cuts to boost earnings, and the economic gains from reshoring and infrastructure investments. The hosts also discuss the importance of long-term investing, diversification, and conducting thorough research before making investment decisions.
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
In this episode, Roshan and Adrian discuss the performance of long-term treasury bonds. They explore the factors that have led to the underperformance of long-term treasuries compared to large-cap stocks. They
Keywords: long-term treasuries, small-cap stocks,
Chapters
00:00 Introduction and Overview
01:39 The Performance of Long-Term Treasuries
03:14 The Correlation Between Stocks and Bonds
05:17 The Impact of Federal Reserve Rate Cuts
08:55 Opportunities and Risks in Long-Term Treasuries and Corporate Bonds
09:13 The Importance of Duration in Fixed Income Investments
13:25 Recession Indicators and the Unique Circumstances of the Current Economy
18:57 The Importance of Research and Consulting with a
29:35 Conclusion
In this episode, Roshan and Adrian discuss the recent market volatility and how investors can react to it. They analyze the causes of the volatility, including the surprise rate hike in Japan and the increase in the US unemployment rate. They also explore the potential risk of a recession and how it can impact the market. The hosts provide several strategies for managing volatility, such as reviewing risk tolerance, rebalancing portfolios, and considering buying opportunities. They emphasize the importance of taking a long-term perspective and focusing on individual goals.
03:36 Causes of Volatility: US Unemployment Rate
08:26 Assessing the Risk of a Recession
14:07 Strategies for Managing Volatility
16:34 Rebalancing Portfolios and Taking Advantage of Buying Opportunities
19:36 Reviewing and Adjusting Portfolio Holdings
23:30 Taking a Long-Term Perspective and Focusing on Goals
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
In this episode, Roshan and Adrian discuss 8 categories individuals need to examine to determine if they are on track for their goals. Adrian breaks down the topic into eight categories: family information, investments, liabilities, property, income, expenses, insurance, and goals. They emphasize the importance of considering each category and how they interconnect. They also mention the need for financial planning and the potential for adjustments along the way
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.
Summary
In this episode of the Retirement Lifestyle Show, Roshan and Adrian discuss the stages of a bull market. They reference a quote by Sir John Templeton that describes the stages as born on pessimism, growing on skepticism, maturing on optimism, and dying on euphoria. They break down each stage and discuss the characteristics and trends associated with them. After analyzing the current market conditions, they conclude that we are currently in
Keywords
retirement, lifestyle, show, bull market, stages, pessimism,
Takeaways
Bull markets go through stages: born on pessimism, growing on skepticism, maturing on optimism, and dying on euphoria.
Understanding the stage of the bull market can help make
Investors should be cautious of the potential risks associated with the euphoria stage, such as rapid price increases and market melt-ups.
Sound Bites
"Bull markets are born on pessimism, growing on
Chapters
00:00 Introduction and Topic Overview
02:11 Breaking Down the Stages: Pessimism
05:29 The Skepticism Stage
09:26 The Optimism Stage
11:38 The Euphoria Stage
27:44 Final Thoughts and Conclusion
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.
In this episode, Roshan and Adrian discuss the mid-year market outlook. They cover various categories such as economic expansion, consumer spending, investment spending, the labor market, inflation, the Federal Reserve and policy, and the stock market. They highlight the
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.
In this episode, Roshan and Adrian discuss the topic of generative AI and whether it is a bubble that will burst soon. The conversation explores the comparison between the dot com boom and the current AI run-up. It discusses the differences in earnings and applications between the two periods. The conversation also touches on the winners and losers in the AI space and the importance of capital discipline and diversification. The potential for future AI advancements and the need for adoption are highlighted. The conversation concludes by emphasizing the need for individual investors to assess their comfort level and decide whether to explore AI investments.
Chapters:
Introduction
Discussion on Generative AI
Winners and Losers in the AI Space
The Importance of Capital Discipline and Diversification
The Potential for Future AI Advancements
Follow Us At:
Website: https://retirementlifestyleshow.com/
https://www.retirewithroshan.com
https://youtu.be/hKVzI87v0tA
https://twitter.com/RoshanLoungani
https://www.linkedin.com/in/roshanloungani/
https://www.facebook.com/retirewithroshan/
https://www.linkedin.com/in/financialerik/
https://www.linkedin.com/in/adrian-nicholson-74b82b13b/
#retirementlifestylepodcast #fire #podcast #FI #Retire
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.
The podcast currently has 233 episodes available.
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