Citrini is a Twitter personality who blogs at Citrini Research on Substack and is an avid poster on Twitter under Citrini7.

Citrini looks for mega trends that should persist for years – if not decades - with wide-reaching implications for markets and society.

The three mega trends that we discuss in this podcast are: GLP-1’s, US Fiscal Primacy, and artificial intelligence.

Links

* Citrini’s Twitter profile: https://twitter.com/Citrini7

* Citrini research:

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

JL Collins is the author of the most iconic book about personal finance and financial independence - The Simple Path to Wealth.

He is an advocate of index investing and pursuing financial independence.

His new book - Pathfinders - contains accounts from people from all walks of life who have pursued financial independence and the impact it has had on their lives.

Links

* The Simple Path to Wealth - https://www.amazon.com/Simple-Path-Wealth-financial-independence-ebook/dp/B01H97OQY2/

* Pathfinders - https://www.amazon.com/Pathfinders-Extraordinary-Stories-Financial-Independence-ebook/dp/B0BMLXNMNC/

* JL’s blog -

https://jlcollinsnh.com/

* Time Machine and the Future Returns of Stocks: https://jlcollinsnh.com/2017/07/26/time-machine-and-the-future-returns-for-stocks/

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

Anita Dhake is a blogger at thepowerofthrift.com.

She is also the author of a book, Operation Enough, about her approach to financial independence.

Anita retired at the age of 33. She graduated with a law degree in 2009 from the University of Chicago. She had a starting salary of $160,000. Instead of using her law income to live an expensive lifestyle, she used it to achieve financial independence at a remarkably early age.

She has a unique philosophy towards money that I think is best summed up by her quote: “The most valuable thing money can buy is freedom from worrying about money.”

Links

* The Power of Thrift:

https://thepowerofthrift.com/

* Operation Enough: https://www.amazon.com/Operation-Enough-Retire-Remarkably-Early-ebook/dp/B075RS2R4Z

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

This is a discussion about Peter Lynch with Matt Cochrane.

Matt is a DIY investor with a focus on moats.

Peter Lynch is one of the best investors of all time. Lynch achieved a 29% return running Fidelity’s Magellan mutual fund from 1977 to 1990. US stocks returned 12.9% over this period.

Both of us recently re-read Beating the Street, Lynch’s account of his time at Magellan and we reflect on the lessons from this book.

Links

* Beating the Street by Peter Lynch: https://www.amazon.com/Beating-Street-Peter-Lynch-ebook/dp/B00768D664/

* My first podcast with Matt:

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

George Livadas is the portfolio manager of Upslope Capital Management, a concentrated, long/short equity fund focused on US midcaps and other global developed markets.

He also has prior experience at BMO, Citi, and SCB Global.

He obtained an MBA at the University of Chicago and did undergraduate work at Georgetown.

Links:

* Upslope Capital:

https://www.upslopecapital.com/

* George’s Twitter feed: https://twitter.com/UpslopeCapital

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this podcast/article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

Andrew Beer is a managing member at DBi, (formerly Dynamic Beta Investments), which manages ETFs and mutual funds that seek to outperform hedge funds with low fees, daily liquidity, and total transparency.

Their two ETF’s – DBMF & DBEH bring alternative strategies to public, liquid markets in ETF format with comparatively low fees. He has nearly 30 years of experience in the hedge fund industry and previously worked at the Baupost Group with Seth Klarman.

Links

* DBMF - https://imgpfunds.com/im-dbi-managed-futures-strategy-etf/

* DBEH - https://imgpfunds.com/im-dbi-hedge-strategy-etf

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

Maj Soueidan is a full time investor with over 30 years of experience.

15 years ago, he founded his firm, Geoinvesting. This is all noteworthy because he has survived through many market environments in the last few decades.

He hunts in the arena of the market that is ignored by Wall Street: microcaps.

Links:

* Geo Investing:

https://geoinvesting.com/

* Maj’s Twitter feed: https://twitter.com/majgeoinvesting

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

Doug Boneparth is a financial planner and the founder of Bone Fide Wealth. He focuses his practice on the Millennial demographic.

He’s a very funny presence of Twitter, often tweeting out hilarious observations. He also has a substack, called This is the Top.

Doug & his wife Heather also operate a blog called the Joint Account where they help couples talk about money.

Links

* Doug’s Twitter Feed: https://twitter.com/dougboneparth

* The Millennial Money Fix, by Heather & Doug Boneparth: https://www.amazon.com/Millennial-Money-Fix-Budgeting-Financial/dp/1632651041

* This is the Top Substack:

* The Joint Account:

https://thejointaccount.beehiiv.com/

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.

This is a discussion about the book, Routines and Orgies: The Life of Peter Cundill, Financial Genius, Philosopher, and Philanthropist by Christopher Risso-Gill.

I discussed the book with Nelson, also known as The Canadian Dividend Investor. Nelson is a returning guest to the podcast and I thought he would be an ideal person to discuss this book with.

Peter Cundill was a value investor who achieved a 15% rate of return from 1974 to 2010. This was a period of time when the US stock market returned 9.6% and international stocks returned 7.7%.

Cundill employed a deep value style of investing and emphasized low price-to-book stocks and net-net’s. He even had NET-NET on his license plate.

He started his fund after reading about Warren Buffett and Benjamin Graham in the book Supermoney on a flight in 1974.

He is an extremely unique character who lived life to the fullest. He was a world traveler who made it a point every year to visit the country with the worst-performing stock market so he could analyze it for opportunities.

He was deeply devoted to physical fitness and routinely ran marathons well into his 50s. His philosophical thoughts about life in his journals are extremely thought provoking.

He passed away in 2011 at the age of 72 due to a neurological disease called Fragile X.

Links

* The book, Routines and Orgies: https://www.amazon.com/Routines-Orgies-Financial-Philosopher-Philanthropist-ebook/dp/B00QB6Y080

* A shorter book about Cundill, There’s Always Something to Do, which focuses more on his investment career: https://www.amazon.com/Theres-Always-Something-Christopher-Risso-Gill-ebook/dp/B00CS5BR9S/

* Nelson’s substack:

* The first episode with Nelson where we discussed his approach to investing:

Disclaimer

Nothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

Jared Dillian served in the Coast Guard, worked as a trader at Lehman Brothers, and writes the Daily Dirtnap newsletter. He’s also a DJ and a prolific author.

His published books include Street Freak, an account of his time at Lehman Brothers and a novel called All the Evil of This World.

He also wrote a collection of essays, Those Bastards (in reference to a quote from Dick Fuld, CEO of Lehman) which I highly recommend. I just finished it and it made me think deeply about a variety of different topics and frequently made me laugh and provided an enlightening perspective. In this interview, we discuss many of his different essays included in this book.

He has an upcoming book which we discuss – No Worries: How to live a stress free financial life.

Links

* Those Bastards: 69 essays on life, creativity, and meaning: https://www.amazon.com/Those-Bastards-essays-creativity-meaning-ebook/dp/B0BZST4Z5P

* No Worries: How to live a stress-free financial life https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409

* The Daily Dirtnap:

https://www.dailydirtnap.com/

* Jared’s substack:

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content.