Shows
INVESTOR IN THE FAMILY Radio216 - Hoard Cash For The Buying Spree To Come (Kirk Spano)Kirk Spano discusses the coronavirus and it's impact on the US and global economy and what investors can do today to prepare for opportunities to come.2020-04-1445 minINVESTOR IN THE FAMILY Radio215 - Enbridge: The Reason You Shouldn't Buy IBM (Dividend Sensei)IBM is down over 30% on the year, does that make it a great buy? The biggest challenge is that of opportunity cost. For those seeking a strong yield with upside potential, Enbridge appears to be a more compelling choice. Brian and Adam discuss the decision making process.2018-12-2028 minINVESTOR IN THE FAMILY Radio214 - Get Your Portfolio Ready For $80 Oil (Kirk Spano)Oil prices have taken a beating recently and related equities have been hit even harder. Should investors run away or jump and potential opportunities? Kirk and Brian pull the curtain back to see what's really going on and how investors can potentially benefit.2018-12-1927 minINVESTOR IN THE FAMILY Radio213 - NVIDIA: A Clear Miscalculation (Mark Hibben)NVIDIA recently issued a revenue warning for investors. What's going on? Is this a reason for concern or a great opportunity in hiding? Brian and Mark discuss this and more.2018-12-1927 minINVESTOR IN THE FAMILY Radio212 - Helicopter Money Is Inevitable (Kirk Spano)Deflation is the real enemy to fear. Thanks to an aging demographic and soaring debt, it is almost inevitable. In addition, stocks and real estate are greatly overvalued. What's the answer? Kirk and Brian discuss all the above and more. 2018-12-1833 minINVESTOR IN THE FAMILY Radio211 - Energy Transfer: Value Stock Or Value Trap? (Ray Merola)Why is Energy Transfer being treated so poorly by the markets? Should investors stay away or jump at the opportunity? Brian and Ray talk through the pros and cons and how to make investment decisions like this.2018-12-1827 minINVESTOR IN THE FAMILY Radio210 - Apple: Unlocking A Tremendous Captive Market (Mark Hibben)Apple stock is down and concerns are high for many investors. Mark and Brian discuss why the extreme negative market sentiment is way overdone and where investors can look to find an optimistic future.2018-12-1230 minINVESTOR IN THE FAMILY Radio209 - The Next Great Move In The Stock, Gold, and Crypto Markets (Avi Gilburt)Stocks, gold, and crypto all seem to be covered in bad news and beaten down prices. When can investors expect things to turn around? Brian and Avi discuss what sentiment is saying about the future of these markets and how investors can potentially benefit.2018-12-1027 minINVESTOR IN THE FAMILY Radio208 - Watch And Services Not Enough To Save Apple (Victor Dergunov)Apple stock has lost around 1/4 of it's value, how concerned should investors be? According to Victor, Apple is still a great company but the days of amazing growth are over and Watch and Services are not enough to fill the gap.2018-12-0527 minINVESTOR IN THE FAMILY Radio207 - Crowded Trades Are Unwinding And It's Time To Take Advantage (William Koldus)William (Travis) and Brian discuss what the crowded trades appear to be in today's markets, what to be careful of, and what opportunities the market may currently be offering investors.2018-11-2833 minINVESTOR IN THE FAMILY Radio206 - This Fast-Growing 7.7% Yielding Energy Stock Is Set To Soar (Dividend Sensei)Today, MPLX is one of the best high-yield income investments you can make because the market is ignoring its excellent and fast improving fundamentals. Brian and Adam talk about how to understand this investment and its potential.2018-11-2737 minINVESTOR IN THE FAMILY Radio205 - AbbVie: Remarkable 700% Return Potential Over Next Decade (Dividend Sensei)According to Dividend Sensei, AbbVie is the Apple of the pharma world. Thanks to a powerful pipeline and great management it has the potential to return 700% over the next 10 years.2018-08-1635 minINVESTOR IN THE FAMILY Radio204 - China Has Fallen: Alibaba Is A Conviction Buy (Julian Lin)Trade wars are scaring investors away from China. Are fears of trade wars and distrust of the Chinese government worth missing out on the "Amazon of China?"2018-08-0835 minINVESTOR IN THE FAMILY Radio203 - Could Apple Still Be Undervalued? (Investing City)Apple is worth $1 Trillion, but is it actually worth more? Investing city thinks it could be. (Note: This interview was recorded prior to Apple's recent earnings and therefore market cap numbers will reflect older numbers. The valuation process and findings still hold true.)2018-08-0828 minINVESTOR IN THE FAMILY Radio202 - 5 Amazing Stocks Returning 12+% To Buy And Ignore For A Decade (Dividend Sensei)If you could only invest in 5 stocks, which 5 would you pick? That was the question I challenged Dividend Sensei with. As expected, he did not disappoint. 2018-08-0742 minINVESTOR IN THE FAMILY Radio201 - The Right Way To Value Netflix (Victor Dergunov)Netflix is a high growth stock that can be hard to value. Victor shows us how best to value the company and why the stock is still a bargain.2018-08-0132 minINVESTOR IN THE FAMILY Radio200 - Everything Is Changing! Dump Old Economy Stocks Now (Kirk Spano)The world is changing and the stock market is finally catching up. Kirk and Brian discuss where the dangers lie and where to look for opportunity.2018-08-0136 minINVESTOR IN THE FAMILY Radio199 - Banks, Trade Wars, And The Next Great Opportunity (Chris DeMuth)Government Policy has played a huge role in 2018 including tax reform, regulation reform, and trade wars. Chris talks to Brian about how to make sense of it all and where to find opportunities.2018-07-0735 minINVESTOR IN THE FAMILY Radio198 - iQIYI: Why It's Time To Fall In Love (Investing City)Did you miss out on Netflix? iQIYI is often called the Netflix of China and some say this is a second chance at one of the greatest investments in the last decade.2018-07-0728 minINVESTOR IN THE FAMILY Radio197 - The Strongest Buy Within My Strong Buy List (Brad Thomas)Brad Thomas is a highly respect REIT analyst, in today's show he talks to Brian about why Tanger Factory Outlets is his favorite investment opportunity.2018-07-0731 minINVESTOR IN THE FAMILY Radio196 - How To Profit From The Coming EV Boom (Matt Bohlsen)Bloomberg predicts electric vehicle sales will grow 54x by the year 2040. Brian and Matt discuss how we get there and how investors can capitalize.2018-07-0634 minINVESTOR IN THE FAMILY Radio195 - iQIYI: Tencent Is Coming...Should You Be Afraid? (ALT Perspective)iQIYI is often referred to as the "Netflix of China." Is that an accurate depiction and can they withstand the growing threat of Tencent?2018-07-0432 minINVESTOR IN THE FAMILY Radio194 - 3M: The "Perfect" Investment That Will Dominate The Next Decade (Dividend Sensei)3M has generated annual returns of 12.3% for 30 years and is expected to do the same for the next decade. Brian and Dividend Sensei discuss the greatness that is 3M.2018-07-0328 minINVESTOR IN THE FAMILY Radio193 - Philip Morris: Dividend Dream Or Dreadful Mistake? (Ian Bezek)Is the dividend offered by Philip Morris worth the risk? Revenues continue to fall as the yield continues to climb. Ian and Brian discuss the pros and cons.2018-06-2722 minINVESTOR IN THE FAMILY Radio192 - $50,000 Gold? Has Doug Lost His Mind? (Doug Eberhardt)Doug joins Brian to discuss recent predictions that gold would one day reach $50,000. Along the way, Doug shares why he thinks a major market event is awaiting us this fall.2018-06-2631 minINVESTOR IN THE FAMILY Radio191 - As Utility Stocks Get Crushed Possibilities Emerge (Ray Merola)Are there opportunities for investors as utility stocks face a downturn? Ray Merola joins Brian as they look for look for an answer.2018-06-2629 minINVESTOR IN THE FAMILY Radio190 - Netflix vs Disney: Is Somebody Getting A Great Deal? (Bram de Haas)Bram de Haas explores the odd valuation comparisons between Netflix and Disney. The market seems to be getting something really wrong, which company stands to benefit most?2018-06-1929 minINVESTOR IN THE FAMILY Radio189 - Tesla Will Be A Trillion Dollar Company (Victor Dergunov)Victor takes an honest look at the bull and bear case for Tesla and concludes the negativity around Tesla is extreme (just like the opportunity).2018-06-1941 minINVESTOR IN THE FAMILY Radio188 - Energy Transfer: Is Kelcy Warren Brilliant Or Crazy? (Ray Merola)Ray Merola shares his bullish thesis for Energy Transfer and discusses how much their success rides on leader Kelcy Warren.2018-06-1526 minINVESTOR IN THE FAMILY Radio187 - How Microsoft Beat Apple (Capital Market Laboratories)Apple has begun to follow Microsoft's lead in building out its services revenues to help diversify beyond iPhone.2018-06-1332 minINVESTOR IN THE FAMILY Radio189 - Apple: Conservative Price Target of $240 (Mark Hibben)Mark Hibben discusses how he thinks Apple is easily worth $240 before even factoring in expected future product releases.2018-06-1236 minINVESTOR IN THE FAMILY Radio186 - Don't Be Fooled: Why AT&T Is Still A Strong Buy (Nicholas Ward)Why AT&T is already near worst-case scenario prices and a clear buy for yield seekers.2018-06-1228 minINVESTOR IN THE FAMILY Radio185 - The Opportunities That Get Buffett Excited (1978 Letter)Do you know the four core criteria that Warren Buffett uses to pick is stock opportunities? Brian and David discuss them here. Enjoy!2018-06-0725 minINVESTOR IN THE FAMILY Radio184 - Italy In Focus: Have Central Bankers Killed The Euro? (Eric Parnell)Eric Parnell discusses recent events in Italy and what investors can expect going forward.2018-06-0229 minINVESTOR IN THE FAMILY Radio183 - Why NVIDIA Is So Amazing And Keeps Getting Better (Andres Cardenal)Andres Cardenal talks us through what makes NVIDIA such an amazing company for stockholders to love.2018-05-3122 minINVESTOR IN THE FAMILY Radio182 - How To Safely Earn 12-15% Per Year (Dividend Sensei)Adam Galas the "Dividend Sensei" tells us how to safely earn 12-15% per year with his all-time favorite high-yield dividend stock.2018-05-3132 minINVESTOR IN THE FAMILY Radio181 - How Gold Could Surge 26.9% By Year End (Avi Gilburt)Elliott Wave expert Avi Gilburt shares his coming expectations for gold.2018-05-3117 minINVESTOR IN THE FAMILY Radio180 - A New Hope (1977 Letter)The tides begin to turn for Berkshire after several years of struggles in its core business lines.2018-05-3028 minINVESTOR IN THE FAMILY Radio179 - Booming Demand And Big Returns Coming For The "New Micron" (Joe Albano)2018-05-2429 minINVESTOR IN THE FAMILY Radio178 - How To Triple Your Money In Three Years (Kirk Spano)2018-05-2330 minINVESTOR IN THE FAMILY Radio177 - How Buffett Picks Wealth Building Stocks (1976 Letter)2018-05-2332 minINVESTOR IN THE FAMILY Radio176 - "Its Worst Year In History" (1975 Letter)2018-05-1629 minINVESTOR IN THE FAMILY Radio175 - Disastrous Decisions And Painful Times (1974 Letter)2018-05-0927 minINVESTOR IN THE FAMILY Radio174 - Even Buffett Makes Mistakes (1973 Letter)2018-05-0328 minINVESTOR IN THE FAMILY Radio173 - How To Become A Great Investor With AAII (Wayne Thorp)You've probably heard of AAII before, perhaps you're even a member, but do you realize how much value is really available there? This is not a sponsored episode, but an opportunity to help investors better understand great resources that are available. In the end, Wayne even offers to give away memberships to people who want them. More info on how at the end of the show. Enjoy! Links: aaii.com 2018-04-2543 minINVESTOR IN THE FAMILY Radio172 - The Fed, Money Supply, LIBOR, and Inflation (Guru Ron)Guru Ron, the man who knows everything about everything, answers my questions on the Fed, Money Supply, LIBOR, and Inflation.2018-04-1850 minINVESTOR IN THE FAMILY Radio171 - How To Guarantee Returns Of 20% (1972 Letter - Part 2)2018-04-0436 minINVESTOR IN THE FAMILY Radio170 - Patience Like A Time Bomb (1972 Letter - Part 1)2018-03-2833 minINVESTOR IN THE FAMILY Radio169 - A Portfolio Of Portfolios (1971 Letter)2018-03-2136 minINVESTOR IN THE FAMILY Radio168 - Investing Is Really Easy (Buffett Letter Reboot)2018-03-1537 minINVESTOR IN THE FAMILY Radio167 - Blowing Bubbles With Bitcoin And All Of His FriendsThis podcast focuses on two questions: How do you buy and sell digital currencies? Should you? Some links mentioned: Coinbase - How I buy Bitcoin, Ethereum, and Litecoin. Coinbase is a U.S. based exchange and very professional. I can then store them on Coinbase, send them to a paper wallet, or send them to other exchanges to buy other digital currencies. Shapeshift.io and Changelly.com are great places for converting from one currency to another. Bittrex is another U.S. based exchange that offers access...2017-08-1829 minINVESTOR IN THE FAMILY Radio166 - A Primer On Bitcoin (Etc) That Won't Make You CrazyI hope you enjoy the show! A few links to resources mentioned: https://coinmarketcap.com/ Digital Gold (Book) The Internet Of Money (Book) Want to hear more on digital currencies? Shoot me an email: brian @ investor in the family . com Have a great week and don't forget to subscribe! - Brian P.S. FYI - Book links are Amazon affiliate links, you pay same price, but I get a small %. Win-win.2017-08-1139 minINVESTOR IN THE FAMILY Radio165 William Koldus - Where Are We In The Business Cycle?Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. http://diyinvestingsummit.com The summit is free for a limited time and begins Tuesday, June 27th. http://diyinvestingsummit.com2017-06-2408 minINVESTOR IN THE FAMILY Radio164 Eric Parnell - Identifying When And How The Bull Market DiesJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. http://diyinvestingsummit.com The summit is free for a limited time and begins Tuesday, June 27th. http://diyinvestingsummit.com2017-06-2411 minINVESTOR IN THE FAMILY Radio163 Mark Hibben - How I Find Great Investment IdeasJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. http://diyinvestingsummit.com The summit is free for a limited time and begins Tuesday, June 27th. http://diyinvestingsummit.com2017-06-2415 minINVESTOR IN THE FAMILY Radio162 J Mintzmyer - I Still Believe in Teekay ($13-15 Price Target)Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. http://diyinvestingsummit.com The summit is free for a limited time and begins Tuesday, June 27th. http://diyinvestingsummit.com”2017-06-1909 minINVESTOR IN THE FAMILY Radio161 William Koldus - Why I Have High Hopes For ChesapeakeJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom. http://diyinvestingsummit.com The summit is free for a limited time and begins Tuesday, June 27th. http://diyinvestingsummit.com”2017-06-1611 minINVESTOR IN THE FAMILY Radio160 Double Dividend Stocks - I Just Doubled Down And Sold Puts On This Company Yielding 11%Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1608 minINVESTOR IN THE FAMILY Radio159 Brad Thomas - Why I Have High Hopes For Realty Income And Tanger OutletJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1608 minINVESTOR IN THE FAMILY Radio158 Ian Bezek - Why I'm Aggressively Buying HormelJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1609 minINVESTOR IN THE FAMILY Radio157 Lawrence Fuller - 4 Ways I Hedge When Markets Are ExtremeJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1612 minINVESTOR IN THE FAMILY Radio156 Mark Hibben - How I Predicted Nvidia's RiseJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1508 minINVESTOR IN THE FAMILY Radio155 Eric Parnell - The Investments I'm Most Excited AboutJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1508 minINVESTOR IN THE FAMILY Radio154 Bret Jensen - Biggest Mistake: Sticking With Gilead Too LongJoin us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.2017-06-1506 minINVESTOR IN THE FAMILY Radio153 - Great Management Matters (1970 Letter)Welcome to Episode 6 of the "Becoming Buffett" Series! This week we discuss the 1970 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1970 First letter signed by Buffett Very diverse earnings across various operations Bank had record earnings Insurance had some setbacks but still excellent returns Textile became more and more difficult and broke-even Highlights the value of diversifying Overall BH return of ~10% This is far better than would have been the case if BH had remained exclusively devoted to the tex...2017-06-0224 minINVESTOR IN THE FAMILY Radio152 Chris Rawley - Investing In Farmland To Beat The S&PInterview with Chris Rawley Not a farmer Did not grow up in the ag world Military - Navy Went to work in real estate First alt investing was real estate Worked in different industries Few years ago became enamored in ag as asset class Ag is an asset class that is taken for granted Crowdfunding act of 2012 for investors Pooling small $ together to buy larger assets Allowed retail crowdfunding for non-accredited investors A number of real estate f...2017-05-1941 minINVESTOR IN THE FAMILY Radio151 - Berkshire Buys A Bank! (1969 Letter)Welcome to Episode 5 of the "Becoming Buffett" Series! This week we discuss the 1969 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1969 Proceeds from funds temporarily utilized in marketable securities were able to fund major purchase of 1969 (The Illinois National Bank and Trust Co.). Used money from stock investments to make an acquisition Perhaps someday we could take money out of an IRA or other account and acquire a company? Allocating capital into securities like this allowed BH to see annual returns o...2017-05-1326 minINVESTOR IN THE FAMILY Radio150 - One GREAT Investment Per Year (1968 Letter)Welcome to Episode 4 of the "Becoming Buffett" Series! This week we discuss the 1968 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1968 “Immediately after year end, we purchased all of the stock of Sun Newspapers, Inc. and Blacker Printing Company, Inc., which represents an initial entry into the publishing business.” Working hard to improve operating earnings in textile ares They aren’t just abandoning the investment at the first sign of trouble, willing to be patient to allow thesis to play ou...2017-04-2823 minINVESTOR IN THE FAMILY Radio149 - How To Obtain Stable And Substantial Earnings (1967 Letter)Welcome to Episode 3 of the "Becoming Buffett" Series! This week we discuss the 1967 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: “Our goal is to obtain a reasonably stable and substantial level of earning power commensurate with the capital employed in the business.” Negative: Sales were down, sharp drop in prices, sales and profits down substantially, depressed conditions in textile markets, curtailed production 15% Positive: one sector doing well due to “attempting to establish product lines away from areas of direct c...2017-04-2034 minINVESTOR IN THE FAMILY Radio148 - Boring Stuff That Can Make You An Amazing Investor (1966 Letter)Welcome to Episode 2 of the "Becoming Buffett" Series! This week we discuss the 1966 letter to Berkshire Hathaway shareholders. Buffett's annual letters book: http://amzn.to/2ogVi4U Some brief notes: 1966 “It has always been among the goals of BH to maintain a strong financial position.” Remember, we are business owners. The management of our family’s finances and investment is a business. We must not make the mistake of degrading our situation with false mindsets that lead us to any other thinking. The term “personal finance” seems almost...2017-04-1329 minINVESTOR IN THE FAMILY Radio147 - Building Your Own, Personal Berkshire Hathaway (1965 Letter)This week we launch our new series "Building Berkshire." It's time we all make a mindset shift in how we view our investing. Buffett's annual letters book: http://amzn.to/2ogVi4U http://investorinthefamily.com/ 2017-04-0732 minINVESTOR IN THE FAMILY Radio146 Bret Jensen - Upcoming Catalysts For Biotech (PLUS: 2 Small Cap Picks)Biotech update from Bret Jensen. http://investorinthefamily.com/ Outperforming market in 2017 after 18 month bear Big uptick in M&A in Jan 3 big deals Feb and Mar have been fairly flat Lots of resistance technically Need an uptick in MA or earnings to break through Expect the uptick to happen in MA Watch Trump’s actions and not words Has appointed 2 free market minded people (FDA, Proposed to double fees for drug approval Watching repeal and replace of ACA Needs to happen before tax and regulatory reform Expect the repeal to happen by April or May Ocular The...2017-03-2914 minINVESTOR IN THE FAMILY Radio145 - How To Manage Your Investing Business (Yes, I'm Talking To You)I lay out my plan for the next phase of Investor in the Family. This is possibly the most excited I've been about a project since starting the company, listen in to find out what's up. http://investorinthefamily.com/ 2017-03-2315 minINVESTOR IN THE FAMILY Radio144 - What Does It Really Take To Be A Great Investor? (Barron's)The biggest news and updates from the investing world over the past week, plus some potential big next steps for Investor in the Family Radio. http://investorinthefamily.com/ 2017-03-1618 minINVESTOR IN THE FAMILY Radio143 - As Institutions Pull Back, Retails Investors Drive Rally (Barron's)An update on the biggest, most relevant investing and economic news for the week of March 6, 2017. http://investorinthefamily.com/ 2017-03-0919 minINVESTOR IN THE FAMILY Radio142 - Welcome to the "Bleh" Economy (Barron's)A run down of major investing and economic news for the week of February 6, 2017. http://investorinthefamily.com/ http://diyinvestingsummit2017.com/ 2017-02-0715 minINVESTOR IN THE FAMILY Radio141 Chuck Carnevale - How To Avoid Investing FailureChuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was why he thinks so many DIY investors struggle and what they can do about it. Below is an excerpt from the interview and a summary of his response. *Chuck's full interview is available for free today. Chuck's advice on how to avoid investing struggles and failures... A portfolio is like a bar of soap, the more you handle it the smaller it gets. Have the mindset as becoming a...2017-01-2705 minINVESTOR IN THE FAMILY Radio140 Brad Thomas - Trump Will Extend Real Estate Life Cycle 5+ Years(click to enlarge) Brad Thomas is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Brad about was his biggest investing victory of 2016 and what his "State of the Markets" address would be going into 2017. Below is an excerpt from the interview and a summary of his response. *Brad's full interview is available for free today. Brad's biggest victory and "State of the Markets"... CorEnergy (CORR) is a small-cap, energy focused REIT that was trading at a large discount. Resulted in...2017-01-2611 minINVESTOR IN THE FAMILY Radio139 Bret Jensen - How I'm Positioning My Portfolio For 2017Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. Bret's "State of the Markets" and positioning for 2017... Expects 2017 to be a lot like 2016 with lots of unknowns in the world. China and the new administration are both bit question marks. Biotech and Pharma gains2017-01-2008 minINVESTOR IN THE FAMILY Radio138 Dividend House - How And Why I Invest Like A LandlordDividend House is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what her personal investment philosophy is and how it practically looks as she builds here portfolio. Below is an excerpt from the interview and a summary of his response. Dividend's personal investment philosophy and portfolio consctruction... Dividend is a "financially conservative, dividend growth investor." Prefers to never sell if possible. Views portfolio as a house with stock groupings that represent foundations, walls, roof, garden and even dog house. Focuses on income...2017-01-2008 minINVESTOR IN THE FAMILY Radio137 Damon Verial - How I Blew Up An Account And Tripled An Investment In 2016Damon Verial is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Damon was what was his biggest mistake and biggest victory of 2016. We then go deeper to see what lessons he learned from both. Below is an excerpt from the interview and a summary of his response. Damon's biggest mistake and victory from 2016 (and lessons learned)... Traded with too little capital in his risk heavy account. Got flagged as a pattern day trader and lost account that was performing well. Noticed a trend in...2017-01-2012 minINVESTOR IN THE FAMILY Radio136 Mark Bern - I'm Fully Hedged For 2017Mark Bern is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was how is he positioning his portofolio for 2017. Below is an excerpt from the interview and a summary of his response. How Mark is positioning for 2017... Mark is currently fully hedged. Has built a special spreadsheet to model hedge values. Adding no new positions at present, but hopes 2017 will bring the opportunity to do so. Using DDM (double discount model) for valuation. More... This is just a small excerpt of what's c...2017-01-2005 minINVESTOR IN THE FAMILY Radio135 William Koldus - My Biggest Victory Of 2016 And Lessons LearnedWilliam Koldus is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked William was what his biggest victory from 2016 and accompanying lessons learned. Below is an excerpt from the interview and a summary of his response. William's biggest victory from 2016 (and lessons learned)... Was well positioned for the inflationary trade in 2016. QE led to one of the worst downturns in commodity history, opposite everyone's expectations. Went from deflation (2011-15) to inflation (2016-). When fear builds it's natural to want to stay away from out of...2017-01-2008 minINVESTOR IN THE FAMILY Radio134 Mark Hibben - My Top Advice For DIY InvestorsMark Hibben is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was what his top advice would be for DIY investors. We also discuss his personal investment philosophy, most influential investing books read, and more. Below is an excerpt from the interview and a summary of his response. Mark's top advice for DIY investors... There is no substitute for going through the primary documents of a company. Doing your homework is easier if you already have a base knowledge to build from in...2017-01-2010 minINVESTOR IN THE FAMILY Radio133 Avi Gilburt - Could GDX Break $60 And S&P See 2500 In 2017?Avi Gilburt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Avi how he is positioning himself for 2017. What is he excited/concerned about? Below is an excerpt from the interview and a summary of his response. How Avi is positioning for 2017... Looking for a minimum of 2500 in S&P 500 in 2017. If GDX can break above August 2016 highs, could reach $60-70 in next 12-18 months. Likes emerging markets, still bearish on bonds. More... This is just a small excerpt of what's covered in...2017-01-2008 minINVESTOR IN THE FAMILY Radio132 Double Dividend Stocks - My Biggest Mistake And Victory Of 2016Double Dividend Stocks is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what he considered to be his biggest mistake and victory from 2016, and what he learned from them. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ Dividend's biggest mistake and victory from 2016 (plus lessons learned)... Was too conservative in February when oil stocks were bottoming out. Should have stayed focused on fundamentals and not let fear and sentiment 2017-01-2012 minINVESTOR IN THE FAMILY Radio131 Ian Bezek - How I'm Positioning My Portfolio For 2017Ian Bezek is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Ian was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ How Ian is prepping for 2017... Ian likes consumer staples after the 5% decline in 2016. Analysts are negative on them for 2017 which he considers a bonus. He likes the yield on telecom stocks in the UK. Internationally he likes Mexico and Chile. Is nervous regarding energy stocks. More... 2017-01-2007 minINVESTOR IN THE FAMILY Radio130 Eric Parnell - How I Protect Against Major Downside RiskEric Parnell is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Eric was about his personal investment philosophy and how it looks practically as he builds his portfolio. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ Eric's investment philosophy... Eric takes an "absolute return hedged strategy" as his guiding philosophy for investing. This generates positive returns in all market environments. He gives equal priority to all asset classes. The 2017-01-2007 minINVESTOR IN THE FAMILY Radio129 Doug Eberhardt - Gold To Reach "Undreamed Of Heights"Doug Eberhardt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Doug was what would be the main points of a "State of the Markets" speech to DIY investors. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ Doug's "State of the Precious Metals Markets..." Precious metals are currently in a small bull market but will likely top out this year. Expects a major, deflationary credity contraction (likely China related) that will put s...2017-01-1909 minINVESTOR IN THE FAMILY Radio128 Chuck Carnevale - My Top Advice For DIY InvestorsChuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was what his top advice would be for DIY investors. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ Chuck's top advice for DIY investors... Focus on fundamentals and don't trust stock prices. Concentrate your portfolio (20-25 stocks) so you can actually have time to to research and follow them properly. At the same time, make sure to stay diversified enough to protect...2017-01-1904 minINVESTOR IN THE FAMILY Radio127 Chris DeMuth - Double-Digit Market Decline In Near FutureChris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ How Chris is prepping for 2017... Looking for ideas with hard catalysts. As markets get more expensive, investments require harder and more compelling evidence. Has big positions in Rite-Aid (RAD), BNCCorp (BNCC), and Bob Evans (BOBE). Believes that a double digit market decline could be on the...2017-01-1910 minINVESTOR IN THE FAMILY Radio126 Chris DeMuth - What To Do When Markets Are Fully PricedChris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was what would be the main points of a "State of the Markets" speech to DIY investors. Below is an excerpt from the interview and a summary of his response. Chris's "State of the Markets..." Markets are fully priced Overall market cap is 1.25x of GDP Markets historically don't do well at these levels We also have a bursting bond bubble Credit is tightening What we "think we know" about stocks may b...2017-01-1805 minINVESTOR IN THE FAMILY Radio125 J Mintzmyer - My Top Advice For DIY InvestorsJ Mintzmyer is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked J was what his top advice would be for DIY investors. Below is an excerpt from the interview and a summary of his response. J's top advice for DIY investors... The more you invest, the more you realize you're fallible Limit your allocations to speculative investments (no more than 20-30% of portfolio) Don't let someone else dictate your style Never invest money you think you'll need in 3-5 years Try to limit your em...2017-01-1705 minINVESTOR IN THE FAMILY Radio124 - U.S. vs China In The Great Currency Showdown (Barron's)This week we dive into one of the most significant threats to global trade: currency valuations. Will the U.S. and Chinese tensions lead to a currency war? How has the Mexican peso responded to foreshadowed Trump policies? Should we even care? I hope you enjoy the podcast. Don't forget to sign up for the DIY Investing Summit, created in partnership with Seeking Alpha. If you enjoy this podcast, you'll think the summit is the best thing ever. http://diyinvestingsummit2017.com/2017-01-1222 minINVESTOR IN THE FAMILY Radio123 Barron's - Everything Is The Most Amazing That It Could Ever Be!Overview Even people who warned of big corrections if Trump were elected are now calling for bigger gains to come The volatility index (VIX) fell to it’s lowest level in 2.5 years last week The crude oil volatility (OVX) fell to two year lows Treasury yields (10-year) have jumped above 2.5% (up from 1.36%) The S&P 500 recently traded at 22.3 times what it’s companies earned in previous 4 quarters Higher than 92% of readings since 1929 The previous 9 times when trailing price/earnings valuations topped 22 times, the index saw pullbacks avg 2.6% 3 months later and 6.2% after 6 months Sentiment has improved, but data says hous...2016-12-3013 minINVESTOR IN THE FAMILY Radio122 Barron's - Everything Is Awesome!Overview Bank for International Settlements (central bank for central banks) posed the question, “A paradigm shift in the markets?” US elections have produced big changes in the markets based on expectations of strong growth in economy and corporate profits, and higher inflation Problem, expectations are so strong they border on certainty Assuming Trump platforms will be enacted as he presented them and promptly Most expect: GDP growth of 2% after inflation Interest rates (10-yr Treasury note) to 3% from 2.59% US stocks should return single digit % This tight range in consensus expectations has led two sage market observers (David Rosenberg and Doug...2016-12-2121 minINVESTOR IN THE FAMILY Radio121 Barron's - Making U.S. Stocks Great AgainOverview Shareholders owe a debt of gratitude to Trump as Dow approaches 20K (in reality a number with little meaning) US equities have grown in value by almost 7% since the election This all reflects perceptions and expectations, not yet realities This is a “hope and faith based rally” The outlook for growth and inflation shouldn’t change anytime soon since fiscal policy won’t change until next year at the earliest Regulatory changes that can be implemented by executive order would be the most immediate and potentially most powerful changes For the markets, this means more mediocre global growth...2016-12-1321 minINVESTOR IN THE FAMILY Radio120 Barron's - Everyone Is Lying To YouOverview What will happen to the White House press briefing room in Trump Administration? Trump’s last press conference was in July Favors addressing public directly, through Twitter and YouTube Not obligated to hold press conferences FDR preferred radio JFK preferred television No recent President has been as openly derisive of press as Trump Has called press: scum, lowlifes, the lowest form of life Will corporate America co-opt the press tactics of Trump? Wouldn’t most CEOs rather avoid “facing the press” in the wake of a bad quarter? Why not just Tweet an explanation directly 2016 word of the year...2016-12-0625 minINVESTOR IN THE FAMILY Radio119 Barron's - Should You Be Nervous?Podcast Overview: S&P, Dow, Nasdaq, Russell all at record highs last week BofA Merrill Lynch survey of global fund managers: Expect global real economy to strengthen over next 12 months: In october 19% agreed with this, after election 35% do Global inflation expectations vaulted to the highest level since 2004 Is all this optimism as sign the bull market will continue or that we’ve reached peak? Are current stock market gains stealing from 2017? Goldman Sachs strategist expects Trump tax reforms to lead to the repatriation of $200B Could be used to pay down raising company debt levels Nonfinancial companies are si...2016-12-0120 minINVESTOR IN THE FAMILY Radio118 Dividend Sensei - Tons Of Debt, Cash, And Content For AT&T AT&T is buying TimeWarner, we think. Should T shareholders celebrate or fear this deal? What are the chances of the deal making it past regulators and becoming a reality? I sit down with Adam, the Dividend Sensei to discuss more. A quick overview: How much debt will the Time Warner deal add to AT&T? Will this debt load, in addition to DirectTV debt be manageable? How will the acquisition impact future free cash flow for AT&T? What new markets is AT&T expanding into? What does all this mean for the f...2016-11-0920 min