Stocks for Beginners

Codie Sanchez is a former mutual fund manager at Goldman Sachs and a consultant to Facebook, Apple, and Amazon. She earned her MBA from Georgetown University and received her Ph.D. from FGV in Brazil. She is an investor, speaker and business builder. She is a partner at Entourage Effect Capital, one of the first Growth Equity funds in the legalized cannabis space.

Here's the full episode: https://shows.acast.com/stocks-for-beginners/episodes/codiesanchez-commerce-capitalism-contrarianinvesting-cannabis

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Are capital markets more of a simulation than reality? How important is it to understand that we are being manipulated by the media, Wall Street and other players to have our attention distracted and be part of their business models not ours. Dr Richard Smith has built his work around understanding risk. He’s a Berkeley Mathematician and PhD in System Science – and the founder and CEO of RiskSmith, a risk analytics platform for independent investors, and the author of The Risk Rituals newsletter.

Blog post available at: https://www.stocksforbeginners.net/blog/risksmith

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

What is technical analysis and why do people use it to try to predict movements in the price of stocks? How does demand govern price action. In this Quick Tip, Roger Khoury from the Market Forecasting Academy talks about lagging indicators, how Wall Street really makes money and the manipulation of demand.

Roger is the Founder and CEO of Market Forecasting Academy. Throughout the years, he's noticed that traders/investors often place too much emphasis on the technology aspect when, in fact, all it does is facilitate the gathering and calculating of necessary data which saves a person time.

Here's a link to find out more about Roger: https://www.marketforecastingacademy.com/request-training/

Here's the full episode: https://www.stocksforbeginners.net/blog/khoury

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

What bearing do King Arthur, Merlin, Excalibur and the Knights of the Round Table have on investing? What information do you need to go into battle in the markets? What are your sources of investing data? How can you manage risk? Guido Petrelli was just 16 years old when he opened his first trading account. He realised that before executing any trades, he had to develop a diversified and balanced investment strategy in order to succeed. Many spreadsheets later he started thinking about something easier and quicker that anyone could use. That was the time when Merlin Investor was born.

Merlin Investor is an easy-to-use online tool for INVESTMENT RISK MANAGEMENT aimed to LIMIT POTENTIAL CATASTROPHIC LOSSES and BUILD LONG TERM STABLE RESULTS. The Merlin Investor Community is for YOUNG RETAIL INVESTORS who want to be the one and only master of their own financial future thanks to STRATEGIC INVESTMENT PLANNING.

Link to Merlin Investor: https://www.merlininvestor.com/

Blog post available at: https://www.stocksforbeginners.net/blog/merlin

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

In our most recent episode with Kristin Myers from The Balance, we referred to Caleb Silver from Investopedia. This Quick Tip is an excerpt from an interview with Caleb earlier this year that includes lots of great advice about starting out in the stock market

Link to the blog post:

https://www.stocksforbeginners.net/blog/investopedia

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Inflation is high all over the world, interest rates are up, and when that happens, recessions often follow. Are you prepared? My guest today has been writing about this and looking into the data. Kristin Myers is the editor-in-chief of The Balance. This interview was partly based on an article she wrote titled 44% of US Adults Are Not Financially Ready for Recession. Kristin Myers is a journalist, producer, and Editor-in-Chief of The Balance, a site that makes personal finance easy to understand. She was a daily host of Yahoo Finance Live, covering business, markets, and politics. Kristin also helped launch Al Jazeera America, where she was part of the field teams for special coverage including the riots in Ferguson, and Nelson Mandela's funeral. She’s also worked with Bloomberg News, MSNBC, and many others.

Kristin mentioned some social accounts that she follows. Here's the list should your wish to follow up:

Earn Your Leisure @EarnYourLeisure

Wall Street trapper @Wallstreet504

Downtown Josh Brown @Downtown @RitholtzWealth

MG The Mortgage Guy @mgmortgageguy

Your Rich BFF @Your_RichBFF

Douglas A. BOOneparth 👻 @dougboneparth

Link to The Balance: https://www.thebalancemoney.com/

Blog post available at: https://www.stocksforbeginners.net/blog/myers

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed? It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs. Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. In this Quick Tip he explains ETFs, asset allocation, and why cost matters when you invest.

Link to the blog post:

https://www.stocksforbeginners.net/blog/vanguard

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

We live in a world with an abundance of valuable information at our fingertips. But the downside is exhaustion from dizzying information overload and a 24-hour news cycle that makes it overwhelming to sift through and process. In fact, in early 2020, 66% of Americans reported being “worn out” by the amount of news.

In Thriving on Overload: The Five Powers for Success in a World of Exponential Information (McGraw Hill, 9/6/22), futurist and entrepreneur Ross Dawson contends that the capacity to thrive on limitless information is now the single most important capability for success, yielding not just powerful insight, world-leading expertise, and better decisions, but also improved wellbeing. Ross draws on the experiences of his world-class clients, which include Citibank, Coca-Cola, Google, KPMG, Microsoft, News Limited, Oracle, Procter & Gamble, PwC, and Walmart. He shows how to make information overload something to capitalize on instead of run from—and how this can improve your career (in any field), ventures, investments and life. 

Blog post available at: https://www.stocksforbeginners.net/blog/dawson

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experience in Research and Data Analysis. In this Quick Tip he discusses some of the psychological tricks that we play on ourselves that sabotage our outcomes.

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

How can listening to music make you a better investor? What if there’s something more to life than investing, stocks and money? In this episode I’m joined by Vitaliy Katsenelson to talk investing, Stoic philosophy and the importance of story-telling.

Vitaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.”

He’s written for publications including Financial Times, Barron’s, Institutional Investor and Foreign Policy. His articles are also published on his website, ContrarianEdge, and in audio format on his Intellectual Investor Podcast.

Blog post available at: https://www.stocksforbeginners.net/blog/vitaliy

Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.