Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of investment that actually pays you to own it (confused?); third is a misconception about dividends and dividend stocks. Diving in, when it comes to asset allocation, diffe ... Show More
Feb 27
Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619
My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI’s real impact on valuations and moats, why big software i ... Show More
1h 2m
Feb 13
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618
Today’s guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today’s episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of ... Show More
1h 2m
Feb 9
Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617
Watch on YouTube. Today’s returning guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures. In today’s episode, we unpack the recent biotech surge through the lens of Dan’s recently published biotech report. We also ... Show More
1h 15m
Sep 2024
3313: How Not to Invest $100,000 by Chris Reining on Investing & Building Wealth
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 3313:
Chris Reining illustrates the pitfalls of active investing through the story of a man who lost money by constantly ti ... Show More
10m 39s