Stock Talk

The move by Amazon to buy Whole Foods is a game changer deal on so many levels. In this Amazon, Aman offers his takes on the deal and how it can shake up the entire retail sector along with how he is framing his investment decisions in his own portfolios going forward.

A lot of times in investing, opportunities and times for action don’t happen on schedule. They just happen and you have to be ready to execute. That is the great benefit of having an investment ideology and The List of companies you’ve done your homework on and are ready to buy if the price is attractive enough and the fundamentals of the business haven’t changed from when you were evaluating the company. In this episode Aman reviews his recent investment decisions.

It's interesting to note that as stock markets in the US set record high's on a daily basis that when you dig deeper, most of the gains in the market are being driven by a handful of stocks. This episode of Stock Talk skews heavily into some academic research side and I use the term "skew" purposely as some old research has re-emerged and has shed some light on another factor that makes it hard to outperform the overall stock market.

Since I started doing Stock Talk in podcast and video forms, I've noticed something. It appears the most popular episodes are the one's where I've shared responses that I've offered to people that have sent me questions or responses that I've given in personal finance and investing groups. The great thing is these questions are not really that personal and I feel many, many people can benefit and learn from. It appears you feel the same way! So I plan to do more of these type of podcasts in the future. Here's my latest edition where I answer questions ranging from "What is an SEC 10-K Report?" to "What are the fundamental skills for investing in stocks?" to finally "How does investing in stocks work?". These are amazing, elegant, and powerful questions form a important foundation for investing.

Our journey to achieving important financial goals like retirement or buying a house have traditionally been long treks. In recent years we've been seeing more people who aren't interesting running that marathon but would prefer to sprint to the finish line and achieve FIRE (Financial Independence Retire Early) or other personal finance goals like paying off their mortgage in 5 years, or engaging in multi-year spending moratoriums. These types of extreme personal finance behaviours make great copy and get a lot of clicks and attention. They also create emotional feelings no different than someone who feels inadequate or has a bad body image because of images the media projects on us what norms we should be aspiring to do. In this episode, Aman offers some takes on this type of personal finance "porn" can while inspiring, can give most people a feeling of bad "personal finance image".

Another edition where I share my thought processes that went into my most recent investment decisions. It's one thing for me to teach people how to invest. It's another to model the behaviour. In this episode Aman shares his thought process that went into his decision to buy an ETF and his decision to sell a stock.

The financial services industry has been taking a hit lately. With admissions by former staff of pressures by management to meet aggressive sales targets, up-sell customers, and create accounts without customer consent, it hasn't been good run even though they continue to crank out massive profits. The reality is despite these transgressions,  banks are not going away. Financial advisers or advisors are not going away. As investors we will need to co-exist with them. In this episode, Aman walks through some strategies that we can take to become more street smart when  dealing financial advisers of all stripes and get the outcomes we need to help us meet our financial goals.

There's been a lot of angst and worry and hysteria thanks to the newly elected Mad King and his minions. You won't find any of that on Wall Street these days. Every is awesome! Aman shares some of the current psychology that is pervading the trading floors and counters of Wall Street.

Since I've been posting the podcast version of Stock Talk, I've been getting a lot more questions about investing and some pretty damn good ones so I thought I would share a couple with you as they capture some pretty important investing concepts that we all need to make sure we've got lined up before we embark on our investing journey. One questions comes from an 18 year old who asked, "What kinds of stocks should an 18 year old invest in?" The other question was, "What will be the best investment for the next 10-20 years?" Pretty good huh? Well I take my best shot in answering them