Rebecca Hotsko chats with Logan Kane. In this episode they discuss why Logan went from being a value investor to more of a quantitative investor, what his quantitative investing strategy looks like and the pros of using a quant strategy, what the “Kelly Criterion” is and how it can be used to manage risk. Logan’s current outlook of the stock market and his price target for the end of 2023, what his long term outlook for the US market is, his analysis of Apple stock and why Logan put a sell rating on Apple, his valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy at current prices, his thoughts on Meta and Amazon at today’s valuations, what’s happening with Bitcoin, where he sees it going in the near term and over the long term, his preferred way to invest in Bitcoin, and much, much more!

Robert chats with Scott Krone about how he pivoted away from multi-family investments to converting distressed buildings into self-storage facilities in the Midwest.

Clay Finck chats with Connor O’Brien about what it’s like working with Kevin O’Leary, also known as, Mr. Wonderful, what crowdfunding is and how anyone can invest in Connor’s own business, what the advantages are of fundraising through crowdfunding, the trends Connor is seeing in the FinTech space, what a sensible asset allocation looks like for younger investors, and much, much more!

Rebecca Hotsko chats with Larry Swedroe. In this episode, they discuss Larry’s book “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, why passive investing and diversification is key to a “Winning Investing Strategy”, why active strategies such as active management, stock picking and market timing are “losing strategies”, the shocking percentage of stocks that actually outperform the market, do markets value stocks correctly, why Warren Buffett’s outperformance can be explained by factors, how investors can improve their long run returns through factor investing, the 5 rules factors must meet to invest in them, how long you have to hold these investments to earn the expected premium, why all factor ETFs are not created equal and which are best to invest in, and so much more! Larry Swedroe is head of financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need (1998 and 2005). He has also authored over 18 more books. He also writes for AdvisorPerspectives.com, AlphaArchitect.com, and TheEvidenceBasedInvestor.com.

Robert chats with Alex Jarbo, a short-term rental developer and manager with the goal of building 650 cabins within the next 3 years. Alex is the founder and CEO of Sargon Investments and holds an MBA with a concentration in Real Estate Development. He is a former Marine and also currently working on his Doctorate in Business with a focus on Leadership.

Clay Finck chats with Jim Crider about what money really is, the attributes of good money, why an unstable form of money causes issues in an economy, why gold was chosen as money by the free market for centuries, the history of money in the United States, why Bitcoin has value, Jim’s thoughts on diversification, and much more!

Rebecca Hotsko chats with Eric Balchunas. In this episode they discuss all things ETFs, including how the ETF space has evolved over the last year, why passive indexing is sometimes viewed as “weak hands” or “dumb money”, the passive index bubble debate, how index funds affect the underlying companies’ stock prices, Eric’s thoughts on Cath Wood’s criticisms of ETFs calling them a “misallocation of capital”, is now the worst time to be a passive index investor, what single-stock ETFs are, what investors should know about these products, are inverse ETFs a good way to bet against the market, the risks of using leveraged ETFs and why they may not perform as you expect, and so much more!

Rebecca Hotsko chats with Brian Martucci. In this episode, they discuss bond investing for beginners, the benefits of including bonds into a portfolio, the risks associated with these investments including: interest rate risk, inflation risk, credit risk, liquidity risk, the term structure and why a normal yield curve is upward sloping, the different types of bonds investors can buy, where investors can purchase different types of bonds, what I Savings Bonds are and the benefits they offer in this environment, what preferred shares are, and examples of different types of preferred shares, and so much more!

Robert chats with Matt Porcaro about all things 203K loan — what they are and how to use them to invest in real estate.

Clay Finck chats with Jason Saltzman about what led Jason to pursue a career in entrepreneurship, the biggest lessons he learned in working with over 20 start-ups over his life, some of the challenges he encountered along the way and how he found a way to persevere through them, how he ended up transitioning to the consumer debt space, what tips he has for millennials to prevent debt from becoming too big of a problem, and much, much more!

Rebecca Hotsko chats with Louis-Vincent Gave. In this episode, they discuss Louis’s current assessment of the global economy, why he thinks the S&P has not fully priced in the risks of a recession and how far it could still fall, Louis’s advice on how to invest in a bear market, is now time to buy the dip or remain more defensive, how to construct a well built portfolio using Louis’s 6 building block framework and examples of investments that fall into each, what investments he sees as the most promising sectors, his outlook on Chinese equities, including Alibaba, and emerging markets, his thoughts on whether we are heading into a deflationary bust or not, his outlook on the risks around China and the de-dollarization of their economy, what this would mean for the US and global markets, and so much more!

Robert brings back Neal Bawa to discuss the state of the real estate market in late-2022.

Robert Leonard chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel’s most important money lessons after studying countless investors, common misconceptions about money, Daniel’s framework when selecting individual stocks, and much, much more!

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss how to create a financial plan using Dave’s “Bucket Plan” method, what the three phases in his bucket plan are, how to use the “Bucket Plan” method to help you allocate your investments and rebalance your portfolio, Dave’s tips on how to protect your portfolio against periods of rising interest rates and recessions, how to allocate your investments between accounts in the most tax optimal way, how to determine when it’s time to sell some of your winners, and so much more.

Rebecca Hotsko chats with Brian Feroldi. In this episode, they discuss why stocks have value, the main factors that increase a company’s value over time, what causes stock prices to move up and down and why this sometimes has nothing to do with company value, how share repurchases and dividends impact a company’s stock price and company value, what factors can influence a company’s reported earnings and can make the P/E look inflated, what are the differences between GAAP and non-GAAP accounting, what are the main ways that earnings can be manipulated from accounting assumptions used, what are some accounting warning signs to look out for that might suggest companies might be cooking their books, what discrepancies to look for in a company’s income statement vs cash flow statements, and so much more!

Robert chats with Andrew Luong about how he founded a real estate proptech company and the tech-enabled real estate model he’s implementing.

Robert Leonard chats for the second time with Mike Michalowicz to discuss entrepreneurship and marketing tactics in his new book, Get Different; why being better isn’t enough to win customers anymore; why having no money or experience actually gives someone a shot at their business working; why a business plan is a waste of time, and much, much more!

Rebecca Hotsko chats with Alfonso Peccatiello. In this episode, they discuss what conventional monetary policy vs unconventional monetary policy is, why the Fed uses unconventional policies like quantitative easing (QE), what QE is, how it works, how QE impacts the stock market and asset prices, what happens to asset prices when the Fed starts quantitative tightening, what is driving the recent strength in the US dollar, how a stronger dollar impacts corporate earnings and profits, and so much more!

Robert chats with Brian Luebben about how he hustled his way to financial freedom and traveling the world via business and real estate investing.

Robert Leonard chats with Andrew Gazdecki about what Microacquire is, how he built it, and what his goal is with this company; what he thinks about smaller, bootstrapped companies versus large, venture-backed ones that are trying to be worth a billion dollars; why VC-backed companies generally get all the news coverage and what Andrew is doing to change this, and much, much more!

Rebecca Hotsko chats with David Hay. In this episode, they discuss why he believes we are in the biggest bubble of all time “Bubble 3.0”, how we got to this point, why the Fed’s policies have been large contributors to this bubble, what the “Fed Put” is, what its impact on the stock market is, which past bubble David thinks is most like today, why this time is different and why he thinks the worst is not over, what investments he thinks are good to consider in this environment, and so much more!

Rebecca Hotsko chats with Lance Roberts. In this episode, they discuss the basics of stock valuations, how to interpret price multiples such as the P/E ratio, what the Shiller CAPE ratio is, why the current high CAPE ratio means future returns are expected to be low, why the Buffett Indicator is a valuable valuation metric and what it is telling us about markets today, why returns cannot grow faster than the economy over the long run, what Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels, why Lance thinks bonds are a good investment right now, and so much more!

Robert chats with Frank Furman about the rent-by-the-room real estate investing strategy, how he created a tech platform around it, how they screen tenants, why they report credit scores on behalf of their tenants, and more!

Robert Leonard talks for the third time with fan favorite, Ben Felix, about Roth IRAs and Peter Thiel’s wealth-building strategy, endowment funds, endowment models, how to navigate through and invest in high-dividend-yielding stocks, ETFs, NFTs, and much, much more!

Rebecca Hotsko chats with Jerry Fetta. In this episode, they discuss what the most important factors to building wealth are, how much of your income you should be saving, why Jerry prefers investments that generate passive income versus capital appreciation, how to “become your own bank” and use life insurance to build substantial wealth, how you can use life insurance as a way to pay down your debt, how to use life insurance as an investment tool by borrowing against your policy, what type of policy, agent and life insurance company Jerry recommends, and so much more!