Shows
History Lessons for the Modern Investor Podcast📜 Investing Lessons from the Magna Carta: Setting BoundariesOn June 15, 1215, the Magna Carta was sealed at Runnymede near the River Thames in the English county of Surrey. England’s King John affixed his seal to the Magna Carta—a document that would become the cornerstone of constitutional governance in the Western world. At the time, it was a response to a crisis: a group of rebellious barons, fed up with heavy taxes and arbitrary royal rule, forced the king’s hand to agree to a list of rights and limits on his power. While the Magna Carta’s immediate effects were short-lived (King John renounced the char...2025-06-1606 min
History Lessons for the Modern Investor Podcast🇫🇷Lessons from D-Day on Strategy, Preparation and PartnershipOn June 6th, 1944, the Allied Invasion of Normandy began. Initial landings were met with fierce resistance and heavy losses, especially at Omaha Beach. Yet by day’s end, the Allies had established a crucial foothold, opening a new front that ultimately led to the liberation of Paris and the defeat of Nazi Germany. D-Day’s legacy is one of strategy, preparation, partnership, and the courage to act boldly under immense uncertainty—qualities that resonate not only in history books, but in how we approach challenge and change.Here is the video I shot as part of the Histor...2025-06-0403 min
History Lessons for the Modern Investor Podcast♟️Ep 9: Maneuverability for the Modern InvestorThanks for reading History Lessons for the Modern Investor! This post is public so feel free to share it.In this episode, I’m joined by someone who knows a thing or two about navigating the unpredictable: Ian T. Brown. Commissioned in the U.S. Marine Corps in 2003, Ian earned his wings as a CH-53E Super Stallion helicopter pilot, flying missions from the deserts of Iraq and Afghanistan to the wide-open expanses of the Pacific. Along the way, he’s worn just about every hat the Corps has to offer—forward air contro...2025-05-2855 min
History Lessons for the Modern Investor Podcast🪽 Ep 8: Investors Who Are Different w/ Mark Mustian | Author of Boy With WingsIn this episode, I spoke with Mark Mustian, author of the recently released book Boy With Wings. What does it mean to be different? From Mark Mustian, founder of the Word of South Festival of Literature and Music and award-winning author of the international bestseller “The Gendarme,” comes the new Southern gothic novel, “Boy With Wings” (March 15, 2025, Koehler Books). About the book: Johnny Cruel is born with strange appendages on his back, frightening his neighbors and leaving him struggling to find a home. Johnny ends up in a “freak show” traveling the 1930s South, where he bares his back to...2025-05-0543 min
History Lessons for the Modern Investor Podcast✈️ Ep 7: Investing Action Plans from WWIIIn this episode, I talk with Author, Speaker, Air Force Veteran and WWII Historian Mark Vlahose.Growing up in Virginia, Mark’s love of history was forged in the very places where it came alive. As a young teenager, he visited Colonial Williamsburg, captivated by the Colonial militia and the rhythmic snap of the Williamsburg fife and drum corps. At just 18, he purchased his first musket, igniting a lifelong passion for military history and reenacting. What began as a hobby evolved into a meaningful pursuit, marked by highlights like participating as a background extra in Ted Turner’s Ge...2025-03-2058 min
History Lessons for the Modern Investor Podcast📆 Investment Luck of the IrishThanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On March 17, 461 CE, St. Patrick died peacefully in County Down, Ireland. The death of Ireland’s patron saint ended a life that had profoundly shaped the culture and identity of the Irish people. Born in Roman Britain, Patrick was kidnapped as a teenager and sold into slavery in Ireland. After six years of captivity, he escaped and returned home, only to later willingly return to the land of his ca...2025-03-2006 min
History Lessons for the Modern Investor Podcast🏺A Treasured Lesson About Suitable AdviceThanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On February 16, 1923, Archaeologist Howard Carter unsealed the burial chamber of Pharaoh Tutankhamun in Egypt's Valley of the Kings, revealing treasures that had been hidden for over 3,000 years. Pharaoh Tutankhamun, often called the “Boy King,” was an Egyptian pharaoh of the 18th Dynasty who ruled from around 1332 to 1323 BCE during the New Kingdom period. He ascended to the throne at about nine or ten years old, following the controversial reign of A...2025-02-1305 min
History Lessons for the Modern Investor Podcast🏈 Tune Up Your Investing Strategy By Tuning In To Fantasy FootballIn this episode we are talking Fantasy Football with JJ Zachariason. JJ wrote an e-book called The Late-Round Quarterback in 2012. And it changed his life. That document led him to a job at numberFire, where he helped build the site’s content business from the ground up. numberFire was later bought by FanDuel in 2015, and he went on to spend years as the company’s Editor-In-Chief. There, he developed one of the most popular podcasts in the fantasy football industry. He eventually left the gig to start Late-Round Fantasy Football in January of 2022. JJ’s now ta...2025-02-071h 01
History Lessons for the Modern Investor Podcast🔥 The Arc of History Bends Toward Better InvestingThanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.On January 6, 1412, Jehannette de Romee, later known as Joan of Arc, was born.Known as the "Maid of Orléans," Jehannette de Romee was a French peasant girl who became a French national heroine and saint. Born in Domrémy, Jehannette grew up with her tenant farmer father Jacques, mother Isabelle, and two brothers. There was not much historically noteworthy until the voices started at around twelve or thirteen. In...2025-01-1005 min
History Lessons for the Modern Investor Podcast🇮🇱 October 7th And Expecting the UnexpectedThanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.In this episode, we talk with Doron Keidar is a speaker, a warrior, and an advocate for Israel. He is the host of the aptly named Doron Keidar Podcast and currently at work on the I AM ISRAEL project exploring the most special place on earth to him— the heart of Jerusalem... Mount Zion. He travels globally to advocate for Israel, sharing first-hand insights from his experience defending the Jewish state.Si...2024-12-231h 09
History Lessons for the Modern Investor Podcast🇺🇸Fighting Back Against The Fog of WarHistory Lessons Podcast: 🇺🇸Fighting Back Against The Fog of War. 📚With Jeanne McKinney, author of Triumph Over the Taliban, and Retired General Gregg Sturdevant, USMC. In this episode, we talk with Jeanne McKinney, author of Triumph Over the Taliban: The Untold Story of US Marines’ Courageous Fight to Save Camp Bastion. Jeanne is an award-winning military journalist and a military documentary filmmaker. Her focus and passion are telling the legendary stories about United States active-duty military members fighting to keep America and her allies safe and free. McKinney offers an inside look at men and women who do the hard...2024-11-221h 08
History Lessons for the Modern Investor Podcast👨👩👧👧Your Family History Shapes Your Financial Mindset.Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.👨👩👧👧History Lessons Podcast: Your Family History Shapes Your Financial Mindset. 📚With Roni Robbins, Author of Hands of Gold, One Man's Quest to Find the Silver Lining in Misfortune. RONI ROBBINS is a freelance reporter for The Atlanta Journal-Constitution and Medscape/WebMD. Roni served as associate editor of the Atlanta Jewish Times/The Times of Israel and has a seasoned history as a staff reporter for daily and weekly newspapers and as a freelancer for nati...2024-10-261h 04
History Lessons for the Modern Investor Podcast🗣️What Televised Debates Do To Investors: This Week in HistoryThanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.The History Lessons Podcast is evolving! Enjoy “This Week in History,” and tune in for the HL4TMI Pod… interviews with history writers and makers. The Episode 🚦 Become A Better Historian (and Investor) While Sitting in Traffic-With Rebecca Bratspies is out now. See it here:https://hl4tmi.substack.com/p/149167567 🗓️ On September 26, 1960, John F. Kennedy and Richard Nixon faced off in the first-ever televised presidential debate, altering the role of media...2024-09-2504 min
History Lessons for the Modern Investor Podcast🚦 Become A Better Historian (and Investor) While Sitting in TrafficRebecca is a Professor at CUNY School of Law, where she is the founding director of the Center for Urban Environmental Reform. She is perhaps best known for The Environmental Justice Chronicles—her EPA award-winning environmental-justice comic books made in collaboration with artist Charlie LaGreca-Velasco. Her new project, The Earth Defenders (sponsored by the United Nations Environmental Programme) addresses the dangers that environmental defenders face around the world.Rebecca serves on NYC’s Environmental Justice Advisory Board, is a member-scholar with the Center for Progressive Reform, a board member of the Enviro...2024-09-2051 min
History Lessons for the Modern Investor PodcastThis Week in History: Going Boldly 🚀The History Lessons Podcast is evolving! Enjoy “This Week in History,” and tune in for the HL4TMI Pod… interviews with history writers and makers. The Episode 🐺The Wolves and the Greyhounds with Robert Schreiner is out now. Thanks for reading History Lessons for the Modern Investor! Subscribe for free to receive new posts and support my work.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Inde...2024-09-0304 min
History Lessons for the Modern Investor PodcastThis Week in History: 😇 Saintly Strategies🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operatio...2024-08-2703 min
History Lessons for the Modern Investor PodcastHistory Lessons Podcast: 🐺The Wolves and the GreyhoundsROBERT SCHREINER is a former CIA Intelligence Officer. After leaving government service, he embarked on a subsequent career as a consultant and executive in the global private security industry. He is an avid amateur military historian who has traveled the world, routinely sneaking in side-trips to visit ancient fortifications and battlefields. He lives in the Blue Ridge Mountains of Tennessee with his wife, two spoiled cocker spaniels, and an amusingly musical cockatiel. The Wolves and the Greyhounds is his first novel. https://www.robertschreiner.com/ Thanks for reading History Lessons for the...2024-08-221h 01
History Lessons for the Modern Investor PodcastThis Week in History: Empirical 👑 InvestingThe History Lessons Podcast is evolving! I hope you will continue to enjoy “This Week in History” for frequent updates. Stay tuned for interviews with history writers and makers when the rebooted podcast launches later this fall.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an Accredited Tax Preparer. He earned...2024-07-1105 min
History Lessons for the Modern Investor Podcast🌞Summer Solstice, 🎸Beatles Tech & Stock Options. 🗓 6 24 2024🎙️In this episode, we stay up late with the summer solstice and highlight the increasing light apparent in the economic data. 🕓Then it is back to the 60s for an intercontinental peace-and-love-fest that (sort of) changed the world. 📫 Finally, we discuss more about equity compensation and what to know about your stock options. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profi...2024-06-2829 min
History Lessons for the Modern Investor Podcast♊️ Toasting Geminis, Humble Beginnings, and Restricted Stock🗓 6 17 2024🎙️In this episode, we raise a toast to the twins Castor and Pollux. 🕓Then it is back to the 19th century to meet America’s first millionaire. 📫 Finally, we discuss equity compensation and what to know about your restricted stock. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy® and an...2024-06-2227 min
History Lessons for the Modern Investor Podcast🚸Schools Out, Lessons in Empire & Investment Reviews🗓 6 10 2024🎙️In this episode, school is out for summer with hard lessons to come. 🕓Then it is back to the dawning of the First World War to learn about strategy and tactics. 📫 Finally, we discuss how to review your investment accounts and what you should be looking for. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FIN...2024-06-1721 min
History Lessons for the Modern Investor Podcast🍔 Flipping Burgers, Operation Overlord, and Healthcare in Retirement🗓 6 3 2024🎙️In this episode, we uncover just why Fed policy has become so integral to the daily news cycle and trading strategies. 🕓Then it is back to the Day of Days for the invasion of Normandy and a lesson in improvisation. 📫 Finally, we discuss how to plan for and manage healthcare in retirement.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and no...2024-06-0619 min
History Lessons for the Modern Investor PodcastMixed Signals, 🎉 Celebrating Longevity and Taking Social Security🗓 5 20 2024🎙️In this episode, we join Chairman Jerome Powell for Take a Taxpayer to Work Week, where we’ll walk a mile in his well-worn shoes. 🕓Then it is back to the dawning of the Dow Jones Industrial Average, fresh off its surge to 40k. 📫 Finally, we discuss the funding of Social Security and what it means for timing your benefit decision. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent...2024-05-2421 min
History Lessons for the Modern Investor Podcast🧩Attention Fragmentation, Rival Teams and Old Retirement Accounts🗓 5 13 2024🎙️In this episode, we take a break from the data to discuss our brain’s inability to cope with modern life as part of Mental Health Awareness Month. 🕓Then it is back to the first Republican national convention to create a team of rivals who don't engage in Confirmation Bias. 📫 Finally, we discuss the pros and cons of rolling over your old employer retirement accounts. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Vi...2024-05-1625 min
History Lessons for the Modern Investor PodcastRacing Odds, 🏇🏽 Yogi Wisdom and Alphabet Soup (QCDs, RMDs, IRAs)🗓 5 6 2024🎙️In this episode, the Kentucky Derby provides the background for economic data that is fading down the stretch. 🕓Then it is back to spend exchange lines with the most likable New York Yankee ever. Yes, its a low bar. 📫 Finally, we discuss the alphabet soup of why you should consider QCDs to fulfill your RMD from your IRA. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent P...2024-05-0922 min
History Lessons for the Modern Investor Podcast🏒Power Plays, Exercise🐅Tiger & PCE for You And Me🗓 4 22 2024🎙️In this episode, we’ll chat about the NHL’s second season and what could be a game-changing week ahead. 🕓Then it is back to a time for a botched exercise that led to a botched operation and eventually a successful military operation.📫 Finally, we discuss the PCE (the Fed’s preferred inflation measure) and what it means to you and me. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independen...2024-04-2619 min
History Lessons for the Modern Investor Podcast🌓 Data Eclipses, Scottish Lessons & The Magic Number 🪄🗓 4 15 2024🎙️In this episode, we don special glasses, but not dark ones, for the eclipse; rather, I prefer rose-colored glasses when viewing economic data. 🕓Then it is back to a time for a bloody good Scottish play. 📫 Finally, we discuss the recent survey revealing that the average American thinks they now need $1.46 million to retire. What will that get you? Tune in and find out. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As own...2024-04-1925 min
History Lessons for the Modern Investor Podcast☔️ April Showers, Political Unity, and Q1 Q&A❓🗓 4 8 2024🎙️In this episode, we welcome April showers as signs of future growth, but growth might be the last thing Fed watchers want to see right now. 🕓Then it is back to a time when a political figure united people. No, seriously. 📫 Finally, we discuss the market and economic trends of the first quarter of 2024.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and n...2024-04-1224 min
History Lessons for the Modern Investor Podcast🏀March Madness, 🦁Lion Hearts and Election Years🗓 3 25 2024🎙️In this episode we go into overtime with the NCAA tournament and this week’s financial data. 🕓Then it is back in time for some brotherly advice on how to run up debts and raise taxes. 📫 Finally, we discuss what it looks like to invest during an election year. Because in case you haven’t heard, this is one. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Indep...2024-04-0219 min
History Lessons for the Modern Investor Podcast☘️Irish Luck, 🌋Neapolitan Volatility the 2024 Retirement Landscape🗓 3 18 2024🎙️In this episode… raise a pint of Guinness for St. Patrick’s Day but don’t expect data worth celebrating. 🕓Then it is back in time for a volcanic eruption that should teach us something about portfolio risk management. 📫 Finally, we discuss what it looks like to retire in or around 2024.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit or...2024-03-2223 min
History Lessons for the Modern Investor Podcast🫤Confusing Journeys, Flopping Flashbacks & Reconsidering Roth Conversions🗓 3 4 2024🎙️In this episode… we march into March with an active week for economic data. 🕓Then it is back in time for the most successful flop of all time and what we can learn just one year after I last wrote about it. 📫 Finally, we talk whether or not you should consider a Roth conversion strategy in 2024.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick...2024-03-0718 min
History Lessons for the Modern Investor Podcast💔Love Hurts, Redefining 'Transitory' and About Annuities🗓 2 19 2024🎙️In this episode… Valentine’s Day sets a romantic tone but hold off on the love letters to the economy for now. 🕓Then it is back in time for some headspinning science about who sits at the center of the universe and how inflation works. 📫 Finally, we talk about the features of various types of annuities.🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Plan...2024-02-2616 min
History Lessons for the Modern Investor PodcastTaking a Hike, 🎶Gershwin’s Glissando & Bunching Deductions🗓 2 12 2024🎙️In this episode… rate hikes take a hike, but when and how they get reversed is a source of tension. 🕓 Then it is back in time for some jazz clarinet that turns 100 years old this week. 📫 Finally, we talk about bunches and bunches of tax deductions. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIA...2024-02-1515 min
History Lessons for the Modern Investor Podcast🦫Punxsutawney Phil, Spinal Tap🎸and Jobs Reports🗓 2 5 2024🎙️In this episode… spring is in the air according to a ravenous, sleep-deprived squirrel in Pennsylvania. Whatever, we’re going with it…and so is last week’s economic data. 🕓Then it is back in time to hang with the lord of the mockumentary to find out if this market goes to 11. 📫 Finally, we recap a big surprise in the recent employment reports and what it might mean for your portfolio. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-rel...2024-02-0816 min
History Lessons for the Modern Investor PodcastHistory Lessons Podcast: 📊Primary Data, Historic(al) Stimulus & 🤑Prepping for Tax Season🗓 1 29 2024🎙️In this episode… we take an apolitical look at the start of the primary voting season and how the economy and markets are debating inflation and rate cuts. 🕓Then it is back in time to run up a historically high tab.📫 Finally, we get ready for the least wonderful time of the year, tax season. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works wit...2024-02-0120 min
History Lessons for the Modern Investor Podcast☃️Winter Storms Warnings, The Business of Barnacles & Taxes in Retirement🗓 1 22 2024🎙️In this episode… winter weather rolls across the country, and there is a general cooling trend in last week’s financial data. 🕓Then it is back in time to binge on barnacles and birds to determine if the stock market is evolving. 📫 Finally, we dive into the mailbag to discuss the question: Will my taxes be lower in retirement?🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent P...2024-01-2611 min
At the Podium with Patrick HueyPatrick Huey: Speaking the Truth Can Heal the Broken Places. Season Two Review.Send us a textIn season two of At the Podium, the power of speaking and owning your truth came up in all the interviews of the show. As I asked each remarkable guest about their journeys to finding their own voices and what they wanted to say with the immense platforms they had, they all expressed the need to use their voices to help others, but also to speak truth over their own lives and lived experiences. Perhaps because we live in a time when the truth, when facts, when basic humanity are under threat, the...2024-01-2338 min
History Lessons for the Modern Investor Podcast🎸One in Concert, Ike's Optimism & Consumer Price Trivia 🏷️🗓 1 15 2024🎙️In this episode… I lament missing a concert by U2 and work their lyrics into this week’s inflation data. 🕓Then it is back in time to think like Ike. More or less. 📫 Finally, we dive into the mailbag to discuss the CPI and what it means to the modern investor. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit o...2024-01-1817 min
History Lessons for the Modern Investor Podcast🤮Data Hangover, Churchillian Destiny and My Broken Crystal Ball 🔮🗓 1 8 2024🎙️In this episode… we feel the effects of that New Year's party, and so does the economy. 🕓Then it is back in time to sink our costs as well as a few warships.📫 Finally, we dive into the mailbag to recap 2023 and look at what might be ahead if this darn crystal ball would just work for once. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick...2024-01-1217 min
History Lessons for the Modern Investor Podcast🪩 Ball Drops, Viking Humility and Fantasy Football Flameouts 🔥🗓 1 1 2024🎙️In this episode… we party hearty for New Years despite being in bed by 10PM on New Year’s Eve. 🕓Then it is back in time to make some waves with King Cnut, the Viking King of England. 📫 Finally, we dive into the mailbag to recap the absolute dumpster fire that was the end of my fantasy football season, and what it taught me about investing. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner o...2024-01-0509 min
History Lessons for the Modern Investor PodcastHistory Lessons Podcast: ✅Making a List, a Christmas🎄Truce and a Visit from Old Saint Nick🗓 12 18 2023🎙️In this episode… we find out the naughty and the nice in last week’s economic data. 🕓Then it is back in time to make peace across the trench lines of Wolrd War I, at least for a time. 📫 Finally, we dive into the mailbag for a visit from that fat, jolly old elf, Santa Clause. 🎯Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with famili...2023-12-2209 min
History Lessons for the Modern Investor Podcast🍾Holiday Cheer, False Friends & Frozen Concentrated Orange Juice🍊🗓 12 112023🎙️In this episode… we get Blitzen with Holiday Cheer…at least for most of the data released last week. 🕓Then it is back in time to attack uphill against a prepared position which is historically a bad decision for any battle commander. We’ll figure out what was learned and what wasn’t from the DEbacle at Mayre’s Heights.📫 Finally, we dive into the mailbag and talk about….Holiday movies and what we can learn about the enduring human emotion of greed. 🎯Patrick Huey is a small business owner and the author of two books on histo...2023-12-1508 min
History Lessons for the Modern Investor Podcast🎁Gift Wrap, Marble Towers & Shakespeare Abridged🗓 12 04 2023🎙️In this episode… I propose tongue firmly in cheek, wrapping your gifts in dollar bills to save on wrapping paper during the Holiday season. 🕓Then it is back in time to look at the tallest buildings in the world and some perspective on how we keep reaching onward and upward. 📫 Finally, we dive into the mailbag and talk about….me…again! I’m performing at the Marco Island Arts Center Theatre this weekend in The Complete Works of William Shakespeare (Abridged), and I’ll dish on the best Shakespearian speech for investors right now. 🎯Patrick Huey...2023-12-0711 min
History Lessons for the Modern Investor Podcast🎂Birthday Wishes, Optimistic Anecdotes & A Hell of a Book😈History Lessons Podcast: 🎂Birthday Wishes, Optimistic Anecdotes & A Hell of a Book 🗓 11 013 2023🎙️In this episode… we start with birthday wishes and find out who in the economy is blowing out candles and making wishes as we near the end of 2023. 🕓Then it is back in time for some Presidential optimism, something seriously lacking in today’s world, whether you are in the Oval Office or the more traditional square cubicle. 📫 Finally, we dive into the mailbag and talk about….me! I’ll be signing books this weekend at the Collier County Authors Fair in Naples, FL. S...2023-11-1510 min
History Lessons for the Modern Investor PodcastCheerleaders the Coming of Comets☄️& My First and Worst. 😖🗓 11 06 2023🎙️In this episode… dance the night away or be a wallflower as I compare the latest data releases to a high school dance where the Fed Cheerleaders are happy but the math club is getting ready to take over. Then its back in time to visit with the world’s most famous comet tracker who knows a thing or two about cyclicality. Finally, we dive into the mailbag and talk about my biggest investing mistake courtesy of the aptly named My Worst Investment podcast. 🎯Patrick Huey is a small business owner and the author of two books on hist...2023-11-0811 min
History Lessons for the Modern Investor Podcast🎃 Trick-or-Treat, Heliocentric Humility🪐 and Sitcom Suggestions🗓 10 30 2023🎙️In this episode… we go strolling through the neighborhood with all the ghouls and goblins to find that there isn't much scary about the economy right now except for that incessant mooch dipping into everyone’s candy: inflation. Then we charge up the Way Back Machine to check in again with everyone’s favorite heretic for controversial theories on planetary alignment and the quantity of money. And we wrap with a mailbag question about sitcom stars and the best shows for lessons on investing. 🎯Patrick Huey is a small business owner and the author of two books on histo...2023-11-0111 min
History Lessons for the Modern Investor PodcastRecession Research, Going Pop 🎤 and Quantifying Quarterbacking. 🏈🗓 10 23 2023📈 In this episode… we do some recession research and realize belatedly that 2023 isn’t going to be the year it happens. Then, if you haven’t seen her enough on football Sundays… we learn lessons in research, long-term results, and being realistic in your projections courtesy of Taylor Swift. 🎤 And finally, its on to the mailbag where we discuss the excellent start to my fantasy football season and how it can help explain the stock market this year. Strap on that helmet and let’s get to it. 🏈Patrick Huey is a small business owner and the au...2023-10-2514 min
History Lessons for the Modern Investor Podcast🎭Comedic Dramas, Risky Expeditions & Bearish Biases🧸In this episode…The Comedies of William Shakespeare provide some mirth in a week of geo-political tragedy. The story of the death of Meriwether Lewis gives us the framework for talking about risk and the renaissance of the conservative investor. And we wrap up by talking about Bears…not the stock market variety, but the football team and their recently snapped fourteen-game losing streak. Grab a kielbasa and a beer super fans!Patrick Huey is a small business owner and the author of two books on history and finance as well as the high...2023-10-1212 min
History Lessons for the Modern Investor Podcast🔮 Your Financial Future FridayHow Do I Minimize Taxes Through Planning? It’s Friday, and before you start your weekend, let’s talk about your finances. Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERT...2023-10-0608 min
History Lessons for the Modern Investor Podcast🔮Your Financial Future FridayShould I Use a Donor Advised Fund?It’s Friday and before you start your weekend, let’s talk about your finances.Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czqPatrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a...2023-09-2809 min
History Lessons for the Modern Investor Podcast🔮Your Financial Future FridayHow Much Research Do I Need To Do?Its Friday and before you start your weekend, let’s talk about your finances.Reach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czqPatrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is...2023-09-0804 min
History Lessons for the Modern Investor Podcast🔮Your Financial Future FridayShould I Buy Gold?Its Friday and before you start your weekend, let’s talk about your finances.Checklist: www.victoryindependentplanning.com/finance-friday-download.htmlReach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czqPatrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families an...2023-09-0115 min
History Lessons for the Modern Investor PodcastYour Financial Future FridayShould I Roll Over A Dormant 401k (or other employer account)? Its Friday and before you start your weekend, let’s talk about your finances.Flowchart: www.victoryindependentplanning.com/finance-friday-download.htmlReach me at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czqPatrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A No...2023-08-2515 min
History Lessons for the Modern Investor PodcastDickensian Data and 0️⃣0️⃣7️⃣ Bond SequelsIn this episode we detail the Charles Dickens economy where every best of times is met with a comparable worst of times. Then we break out the martini shakers (not stirred) and revisit The Battle of the Bonds for the third year in a row before ending with Bacon. And hey, who doesn’t love Bacon!Show Sponsor: https://www.amazon.com/Hell-Novel-Patrick-Huey/dp/B0BM4H2SRW This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hl4tmi.sub...2023-06-2610 min
At the Podium with Patrick HueyLeon Logothetis: If You Stop Opening Your Heart, You Stop Living.Send us a textPinocchio. The Blue Fairy. And the Yellow Motorcycle.Pinocchio had only one wish. To be a real boy. And the Blue Fairy who brings him to life will grant him that wish if he can prove to be a brave, truthful, and selfless person. As with all things in life, our goals often come with conditions, and they can easily get entangled in the twists and jumbles of our circumstances and our choices. And thus, the movie of Pinocchio unfolds. The wooden puppet Pinocchio, cobbled together...2022-11-2938 min