logo
episode-header-image
Dec 2022
49m 15s

MI Rewind: Socially Responsible & ESG In...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 09:24 - What ESG investing is and why these new portfolios are needed.
  • 14:49 - What data shows for socially conscious companies’ returns versus the broader market.
  • 22:04 - The future of socially conscious investing in the next five to ten years.
  • 22:57 - How sector-concentrated ESG funds impact investors and what solutions there are to avoid these seeming limitations and still invest with your values in mind.
  • 34:01 - How to use technology as leverage for your career.
  • 41:27 - If individual investors hold too much power and if it is a good thing for society as a whole.
  • 45:39 - How financial markets evolved in the last two decades and where they are going in the next decade to come.
  • 47:07 - Where to start in socially conscious investing and how to get involved in the right way.
  • And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


Connect with Brendan: Website | Twitter | Instagram

Connect with Robert: Website | Instagram 


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
TIVP034: Crocs (CROX): Fashion Icon or Value Trap? w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Crocs, the footwear company that turned a ridiculed foam clog into a global fashion phenomenon. After a post-IPO collapse and years of overextension, Crocs has staged one of the most impressive brand comebacks in recent retail history — ... Show More
1h 12m
Aug 17
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space ... Show More
1h 27m
Aug 10
TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin l ... Show More
1h 28m
Recommended Episodes
Mar 2024
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to i ... Show More
1h 9m
Feb 2022
TIP422: Frontier Market Investing w/ Maciej Wojtal
Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. IN THIS EPISODE, YOU’LL LEARN: 01:12 - Why you want to be invested in a stock market that is opening up ... Show More
1h 3m
Jan 2022
TIP416: High Finance Strategies for New Investors w/ Joe Percoco
Trey Lockerbie sits down with Joe Percoco, the Co-Founder and Co-CEO of Titan - an investing platform with a mission to take on legacy institutions such as Fidelity and democratize access to high finance strategies. Titan has over $1B in AUM and recently closed a $58MM round led ... Show More
59m 25s
Feb 2022
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Trey Lockerbie chats with fan favorite, Cullen Roche. Cullen brings the best contrarian viewpoints and when dug into, you realize they are rooted in first principles thinking.  IN THIS EPISODE, YOU'LL LEARN: 1:25 - Ramifications of the most recent FOMC meeting (which was happenin ... Show More
1h 1m
Feb 2022
TIP423: Real Estate Update w/ Ian Formigle
Trey Lockerbie invites back our favorite expert on commercial real estate, the CIO at Crowdstreet, Mr. Ian Formigle.IN THIS EPISODE, YOU’LL LEARN: 01:14 - How the commercial real estate market has performed since we last spoke in mid-2021. 03:44 - The top-performing markets of th ... Show More
1h 14m
Aug 2023
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
Clay Finck chats with David Stein about current market conditions, the role of international stocks in a portfolio, whether investors should get exposure to AI stocks or not, if GDP is an outdated metric, the role of alternative assets in a portfolio, and David’s guide to living ... Show More
1h 12m
Feb 2023
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
Trey chats with Joseph Shaposhnik. Joseph is the Portfolio Manager of TCW’s New America Premier Equities Fund. Joseph also serves as a Senior Equity Analyst in the equity research group with coverage responsibility for the industrials and basic materials sectors. Before joining T ... Show More
56m 33s
Jun 2024
TIP640: Investing: The Last Liberal Art w/ Clay Finck & Kyle Grieve
On today’s episode, Clay and Kyle dive into Robert Hagstrom’s book — Investing: The Last Liberal Art. Charlie Munger is famous for popularizing the use of mental models and pulling key ideas from related fields and implementing them to the world of investing. In today’s episode, ... Show More
1h 7m
Apr 2024
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%.Joseph is the Portfolio Manager of TCW N ... Show More
1h 11m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.  Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 1981 ... Show More
1h 6m