Invested: The Rule #1 Investing Podcast

The world’s second largest economy has long posed a problem for investors. With the Communist Party embracing markets to spur development in recent decades, many investors have been puzzled by China, seeing many fail to take advantage of an unprecedented explosion of economic growth in the country. As the buying power of the Chinese middle class continues to grow, how do investors approach the market in a nation where so much economic influence is under the control of a one-party government? Tune in to InvestED this week as we discuss the political and economic situations in China and what they might look like in the near future, as well as how you can profit from the immense potential in that market. To read more about the top investing minds from around the globe, download your copy of The Best Investors in the World to broaden your horizons: https://bit.ly/3ONRbri Topics Discussed: China’s Party Congress Future of US/China relations Hermès vs LVMH Resources Discussed Rule #1 Blog Ray Dalio’s Not

396: Timing Your Exits There is no shortage of opinions about when to sell in the ever-changing world of investing, but those taking the Rule #1 approach know that buying a great business on sale is paramount for maximizing your returns. While analyzing the countless factors that influence markets can seem like a formidable task, it really boils down to understanding a stock’s price versus its value. Having a grasp on these two metrics can be one of the most powerful tools in your arsenal of knowing when to hold and when to sell. This week on InvestED, listen as Phil and Danielle talk through the evolving methods that tech companies use to retain their user base and minimize risk. As these businesses grow to encompass a wider range of hardware and software in an increasingly interconnected world, investors can utilize this understanding to inform their decisions to either hold or sell. To learn more about how the tech giants maintain their advantages over their competitors, download your copy of Moat Type

There are world-renowned institutions and individuals who have devoted themselves to understanding the ins and outs of investing. Yet despite all of the heavily-scrutinized studies and statistical analyses, we see investors who take an outside-the-box approach and yield impressive results. It’s important to keep in mind that, when looking at the methodologies of successful value investors, different strategies are required for different stages of managing your portfolio. The positions that Buffett is taking in 2022 are a far cry from his process 50 years ago.   This week on InvestED, Phil and Danielle discuss why buy and hold might not be the best move in every situation, and when it is the right thing to do, how do you choose the companies to stick with? To learn more about how to pick and choose profitable businesses, download your copy of How to Pick Stocks: The 5-Step Checklist to successfully invest: https://bit.ly/3tz0Vfc Topics Discussed: Intrinsic value Modern portfolio theory vs Value investing

Wouldn’t it be nice if the market behaved in a predictable, rational way? Unfortunately for investors, that’s not the case, so having a proven strategy to time your moves is key to achieving long-term success with your portfolio. Getting in (or out) at the right time is what separates top investing minds from the rest of the pack, and whether it’s finding a sale on a great company or knowing how to read the tea leaves and avoid being left holding the bag, having the proper analytics can help you navigate the tumultuous investment landscape. This week on InvestED, Phil and Danielle dig deeper into topics raised by last week’s listener email, and they take a look back at how superstar investors like Buffett have changed their approach over the past few decades in response to market volatility. To see how well you know the wisdom that has inspired the Rule #1 investing strategy, take our Warren Buffett quiz and find out how you stack up: https://bit.ly/3WO1jUy Topics Discussed: Intrinsic value vs. timing th

On this abbreviated episode of InvestED, @danielletown takes the reins to catch us up on topics discussed in recent weeks and give us a glimpse into what’s ahead as we approach the holiday season. She also dips into the mailbag to hear a listener’s thoughts on our recent dialogue regarding when to hold and when to sell during market downturns. To get insight into how today’s top financial minds approach their investments, download your copy of The Best Investors in the World: https://bit.ly/3UjWpfE Topics Discussed: Big changes at Twitter Listener email Learn more about your ad choices. Visit megaphone.fm/adchoices

Given the current state of global markets, economic uncertainty can make it difficult to plan for the future. While the changing financial landscape might cause investors to fret, understanding the factors and policies that drive these changes can help you sleep better at night. This week on InvestED, Phil and Danielle talk through the long and short-term repercussions of inflation, how a generation of investors will face their first true test in a bear market, and why Rule #1 is so vital to coming out ahead when markets dip. To learn more about how to stay centered in your investing practices, download your copy of the Inflation Checklist to successfully invest: bit.ly/3DoVtQD Topics Discussed: Navigating a turbulent market Risk-free rates Historic market downturns Value vs price Resources Discussed Modern Portfolio Theory For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

While the financial world can be a daunting topic to young people whose parents aren’t properly equipped to teach them about it. And when kids don't properly learn how to manage their finances, as adults, life becomes somewhat of a minefield. Teaching kids about the value of their money doesn’t have to be as complicated as most people think, though.  There are actually a number of ways parents can get creative with introducing investing basics to their kids while keeping them engaged with the process. One of the easiest ways is to simply teach one of the Rule #1 Investing principles: invest in something you're actually interested in and believe in. This week on InvestED, tune in as Phil and Danielle discuss growing up with parents who do (or don’t) invest, winning strategies with allowances, and how to set kids up for success in the future. To learn more about getting you or someone you know started off with some investing basics, claim your free copy of Guide to Investing for Beginners: https://bit.ly/3C

For some people, looking at the bigger picture of investing is what draws them to invest in the first place. They see the possibility, get excited, and want to learn how they can be a part of the excitement and benefit from the earning potential. However, before diving right in, it’s essential for investors to prioritize balance between creating strategies they believe will lead to success and being patient enough, especially through times of market volatility, in order to see long-term gains. Truth is, most people want to be in successful, long-term investing positions, but when you’re just starting out, it can be challenging. The best investors show their true potential in how well off their portfolio is, even after an economic downturn. This week on InvestED, tune in to hear Phil and Danielle explain that while it can be difficult to know how to navigate a turbulent market, having patience and a strategy for enduring the hard times is key in order to see any payoff coming out on the other side. To lear

It’s easy to get sucked into the possibility with investing and become obsessed.  But getting so depe in the weeds, you lose track fo the forest and end up doing way too much that ends up leading to you missing the strategy that actually works: staying patient. Find other things to do to keep you centered The purpose of life isn’t to make money. It’s a pre-condition for handling what you’re here to do.  While it’s important to live a life in which you can provide for yourself and your loved ones, it’s also important to do things that make you feel whole and happy.  That’s why investing is so important. One of the greatest things about investing, especially when using Rule #1 strategies, is that it gives you the ability and financial freedom to live a vital life. You’ll no longer have to commit to the daily “grind” just to pay the bills. Tune in to this week’s episode of InvestED to learn more about how Phil and Danielle find purpose in their lives and how you can, too. Because at the end of the day, you

While it’s important to live a life in which you can provide for yourself and your loved ones, it’s also important to do things that make you feel whole and happy.  That’s why investing is so important. One of the greatest things about investing, especially when using Rule #1 strategies, is that it gives you the ability and financial freedom to live a vital life. You’ll no longer have to commit to the daily “grind” just to pay the bills. Tune in to this week’s episode of InvestED to learn more about how Phil and Danielle find purpose in their lives and how you can, too. Because at the end of the day, you don’t have to be a genius to invest.  It’s not a game where IQ wins – it’s a game where discipline wins. To learn more about how to stay disciplined in your investing practices to help you live a purposeful life, download your copy of Phil’s FREE 4M’s guide to successfully invest: https://bit.ly/3BiRJA1  Topics Discussed: Risk-taking Financial freedom Personal finances Meditation and transcendence L

What does it really mean to be risk-averse when it comes to investing? This week, Phil and Danielle return with a new episode of InvestED to discuss risk and how to decide if a company is dangerous enough to sink a potential investment decision. When you first start out with investing, it can be overwhelming and intimidating. But it’s important to go deep and really do your homework before making a truly sound decision, especially in today’s tough market. Tune in to this week’s episode of InvestED to learn more about risk inversion, what it takes to make a sound investment decision and how to overcome overwhelm. To learn more about how to be confident in a company, download your copy of Phil’s FREE guide about the 4 M’s to successful investing: https://bit.ly/3BiRJA1  Topics Discussed: Risk inversion Investment Overwhelm Uncertainty Predicting Success Events Resources Discussed Netflix Episode Netflix Part 2 Netflix Part 3 FAANGM Stocks Episode For show notes and more information visit www.i

If you think that because real estate lets you leverage your investment, then the rate of return is much higher than investing in a business, and is, therefore a better place for beginner investors to put their money, think again. This is a commonly held idea that can be completely mistaken.  Phil and other expert investors – including Warren Buffett – have owned real estate. From subdivisions to large farms, apartments, commercial property, and single-family homes, if you assess it’s valuable for your investing goals, real estate could be a good option for you. This week on InvestED, in an episode from The Vault, Danielle and Phil discuss whether or not it’s possible to make real estate a beneficial component of a high-performing financial portfolio. Learn more about following the Rule #1 method of successful investing! Click here to download your copy of Phil’s Value Investing Cheat Sheet: https://bit.ly/3qBJfxU  Resources Discussed: Atul Gawande Books Fortune Article Topics Discussed: Rule #1 Inve

It hurts to lose money – especially after you’ve done all the work you were supposed to do. But you’re human, and even if you follow Rule #1 investing strategies by the book, you will still run a risk. However, it’s important, that when that risk – and possible loss – crosses your investment path, you don’t fall back to hoping the market will climb back into your favor. You must stay disciplined and continue to do what’s best, even if it means taking a rare loss.  In this episode of InvestED, Phil and Danielle discuss a recent loss Phil took, despite making textbook investing decisions. See how he overcame it so you know what to do if that happens to you and your portfolio.  Learn how to make the best textbook Rule #1 investing decisions that will prepare you for times of uncertainty or rare loss, while still staying in control of your portfolio. Download your free copy of the 4 M’s of Successful Investing: https://bit.ly/3BiRJA1  Topics Discussed: Alibaba Variable Interest Entities (VIEs) Difference

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.” — Charlie Munger Munger is the Vice Chairman of the world’s greatest compound interest machine: Berkshire Hathaway, Inc.  During the time of his and Warren Buffett’s reign as the leaders of Berkshire, the company has returned roughly 2,000,000% on its initial value. It’s safe to say we can all learn a lot from Charlie Munger. Today’s episode of InvestED is a favorite from the vault, where Phil and Danielle explain some of their favorite Charlie Munger quotes and cover how so many Rule #1 principles are based on his teachings. Get inspired to invest like some of the world's greatest investors, Charlie Munger and Warren Buffett, with this free guide: https://bit.ly/3wGZz3T  Topics Discussed: Charlie Munger Rule #1 Investing Principles For show notes and more information visit www.investedpodcast.com  Learn more about your ad choices. Visit megapho

How do you get to the point where you like a company a lot, and want to invest, but in doing your homework, you end up coming up with convincing reasons not to buy it?  This week on InvestED, Phil and Danielle circle back to their discussion on Google, specifically, its regulatory risks that may convince believers in the company to consider not investing.  Tune in to this week’s podcast to learn more about Google’s unique position, its risks, and other world happenings to keep in mind when it comes to investing in big companies.  To learn more about how to responsibly plan for a successful investing future, download Phil’s 12-Month Financial Success Planner: https://bit.ly/3AmNEud  Resources Discussed: Ray Dalio’s LinkedIn Ray Dalio’s Principles for Dealing with the Changing World Order The Big Short Movie Topics Discussed: Investing during world conflict Regulatory Risk Regulatory intervention Confirmation bias Inversions For show notes and more information visit www.investedpodcast.com. Lear

This week on InvestED, Phil and Danielle are taking a break from talking about Google’s finances to talk about a more prominent topic, especially as people wrap up vacations and breaks away from work: investing when you’re tired, busy, or on vacation. Truth is, when it comes to long-term investing, you don’t need to have your nose in the numbers every day, or even every week. If you feel tired, take a break! One of the benefits of investing the Rule #1 way – long-term investing – is that you don’t have to be as attentive on a daily basis to what the market is doing, the way you’d have to pay attention if you were a short-term trader.  Tune in to this week’s podcast to learn more about how to stay on top of your portfolio, even when you need to step away for a bit and put your energy somewhere else. To learn more about how to plan for a successful investing future while still being able to take and enjoy time off for things like vacation, download Phil’s 12-Month Financial Success Planner: https://bit.ly/3

As inflation takes off and the federal reserve raises interest rates, making a recession more likely, what happens to the value of high growth and FAANG companies?  In this episode of InvestED, Phil and Danielle dig into what has and could happen to Google’s growth and price, and what that means for you as an investor. Between Google’s unique way to track and store data, ad-revenue generation, and changing data and privacy laws, tune into this episode of InvestED to learn more about the strategic position Google (now Alphabet) has on the market and what it means to investors. To understand whether or not investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm  Resources Discussed: GOOG on the NASDAQ Topics Discussed: Warren Buffett Style Investing Google’s price Data collection and regulation FAANG Stocks Network Moats Google’s Moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choice

After spending weeks discussing Netflix, Phil and Danielle dig into the other FAANGM Stocks: Facebook (now Meta), Amazon, Apple, Netflix, Google (now Alphabet), and Microsoft. Specifically, Phil and Danielle dig into Google this week. Covering everything from YouTube and Ad Revenue to Google Cloud and Google Play, you’ll learn how the online giant sets itself apart from the others and continues to grow, despite rapid change and competitors in spaces like streaming. Essentially, Google-- now Alphabet -- is as close to a monopoly as you can get.  To learn more about how to know if investing in certain businesses is right for you, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3JlhmTm  Resources Discussed: Rule #1 YouTube Channel GOOG on the NASDAQ Topics Discussed: FAANGM Stocks Google’s Moat For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

After Netflix’s quarterly earnings meeting, the company’s value seems to have risen. During the meeting, Netflix talked about its free cash flow, explained how they expect it to grow in the future, what the future of the platform looks like, and more.  From the creation of new popular content to switching to an ad-based subscription model, Netflix continues to tinker with how to provide the most long-term value for their customers, as well as investors.  This week on InvestED, Phil and Danielle dig deeper into the changes happening within Netflix and its earnings to help you better understand the nuances, values, and risks associated with investing in a company like Netflix. To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb  Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Netflix Questions Quarterly Report Rule #1 Toolbox Topics Discussed: Earnings

After digging into the important details you need to know about investing in a company like Netflix, there were still some listener questions left unanswered.  This week on InvestED, Danielle is getting to all of those questions to help provide more clarity for you when trying to understand Netflix’s business model and if it’s right for you to invest in or not.  To learn more about what types of questions to ask and what you need to understand to invest with success, download Phil’s 4 Ms to Successful Investing Guide: https://bit.ly/3zCiorb  Resources Discussed: Netflix Part 1 Netflix Part 2 Netflix Part 3 Netflix Q2 Investor Call Topics Discussed: Debt Free Cash Flow Budling of Streaming Services Culture of Management For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices