Stock Talk

Stock Talk

By Aman Raina, MBABusinessEducationInvesting
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Stock Talk episodes

  • Stock Talk - Ep 100 - The secret to making successful investment decisions
    The essence of my coaching practice is to teach people to make more successful investment decisions. Investing is about making decisions. Should I buy, sell, or hold a stock or ETF? At face value, successful investment decisions are a product of improved education of the mechanics of investing as well as continuous engagement. This is great however it does not on its own lead to making consistent successful investment decisions. There is another level of thinking that needs to go into the process and the great investors incorporate this level of thinking into their investment decisions. In this episode, Aman shares some insights into what is called Second Order decision making, which can when practiced consistently and implemented within an investment playbook can improve the probability of making successful investment decisions.
    22 min
  • Stock Talk - Ep 99 - Looking back at last 100 episodes

    This episode is a total going down memory lane thing. 99 episodes ago, I dared myself to prop up my phone, open up Periscope and put myself out there for the world to see me um and ah'ing my way to babbling about investing. I thought I had maybe 3 clips of 3 minutes before I would run out of things to say. Somehow though, I was able to do it for a year before a colleague suggested that I try podcasting which from what I knew was a pretty labour intensive project, however it turned out the mechanics were much easier than I thought and the practice of doing Periscope videos gave me both a library of content as well some confidence. The next thing you know, I'm knocking on my 100th episode of Stock Talk. I honestly cannot believe and I honestly cannot believe the response since I switched over to podcasting from Periscope. It's been quite astonishing.  So as I knock on the door to episode 100, I decided to look back on some of my favourite episodes and also some of yours based on your feedback. Thanks to all for your support. More to come!

    17 min
  • Stock Talk - Ep 98 - Why rising interest rates is a good thing
    It appears that central banks around the world are either engaging or leaning towards increasing interest rates. At a first level thinking, rising interest rates spell trouble for stocks in the short to medium term, however as we've been living in a prolonged era of excessively low interest rates, an increase interest rates is actually a welcome event in the long term. In this episode I share my thoughts on why higher interest rates are a welcome tonic for free market economies.
    20 min
  • Stock Talk - Ep 97 - The straight sh%t on dividends
    Since the financial crisis of 2007-08, there has been a big proliferation of dividend oriented investing strategies. There is vast inventory of material that has been shared by  many that have benefited from adopting an investing ideology of investing in stocks that pay dividends. The two main drivers for the popularity of dividend investing has been uber low interest rates that has forced investors to seek riskier investment opportunities and secondly, just a basic fear to protect what's left of their savings. This is all well and good and I always say that there is no single investment strategy that rules them all, however what concerns me is that simply adopting a strategy of investing in dividend paying stocks can give people a false sense of security. In this episode Aman gives us a crash course on what dividends are all about and while they are a welcome source of extra income for investors, they can still expose investors to risks.
    26 min
  • Stock Talk - Ep 96 - Why are advisor designed portfolios so complex?
    For some reason, we tend to gravitate to making decisions that are complex rather than going for a more simple elegant solution. We find the rational and thought process that incorporate words we've never heard of, lengthy math formulas, and fancy charts to be the validation that we need in order to take our investments to the next level. In the investment industry this is quite evident in the types of portfolios that financial professionals design for their clients. The reality is a simple portfolio of low cost baskets of assets are suitable enough for most investors, but for some reason, we never see these type of portfolios created. Why is this? Well Alan Roth penned a piece trying to figure out why the investment industry struggles to keep portfolios simple. In this episode I speak to this and offer some takes.
    23 min
  • Stock Talk - Ep 94 - Investment Decisions - September 2017
    It's decision day again!. In this episode Aman shares his thought process on two recent investment decisions he made. One involved buying more shares in Disney and the other his decision to buy shares in Nike. Aman shows he uses the 8 questions everytime he evaluates a stock to determine if it's worth buying.
    28 min
  • Stock Talk - Ep 93 - Why you'll be a better investor than anyone on Wall Street
    Investing thanks to computer processing power has allowed us to filter, slice, and dice ridiculous amounts of information to give us insights into the behaviours and financial performance of stocks. It is driving more and more of our decision making and I feel that at the expense of more qualitative elements that are just as important in the decision making process. People who work in the investment industry are so dependent on the numbers that they have lost context and perspective and more importantly a respect for the value of money. This is attributable to the culture of Wall Street and Bay Street. In this episode, I provide some examples of how easy it is drown in numbers to the point that we lose context and meaning in those numbers and how as individual investors, having an awareness of this perspective can be an enormous asset and advantage in making successful investment decisions.
    31 min
  • Stock Talk - Ep 92 - My Last 100 Investment Decisions - Updated
    The cornerstone of my investment coaching practice is to teach and mentor people to make better investment decisions as it pertains to the buying and selling of individual stocks and ETF's. It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible results. In this episode I reviews my updated Last 100 list and shares my insights on my investment experience and pedigree.
    24 min
  • Stock Talk - Ep 91 - More to investing than math
    One of the things that intimidates people about investing is the endless formulas and ratios..the mathi'ness of it all. The image of someone sitting there pouring over spreadsheets can give people hives. I came across a pretty good article recently that outlined 7 steps to quickly analyzing a stock. I noticed that all 7 steps involved some element of math, which again to most people would be a turn off. It's fine but there are other elements that go into evaluating stocks and ETF's that are not math related can be just as effective in framing successful investment decisions. In this episode Aman tries to give some comfort and hope to those who have angst about investing. There really is more to investing than math.
    24 min

About Stock Talk

From the publisher's feed

Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.