Investing

Invested: The Rule #1 Investing Podcast

Phil Town & Danielle Town | Learn how to invest with your values, revolt against Wall Street, and live rich like Warren Buffett. A take on investing different than, Dave Ramsey, Tim Ferriss, NPR Planet Money and Jim Cramer.

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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gur...Show More
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211- Gillian Zoe Segal on Interviewing Warren Buffett

38:24 | Apr 30th

For show notes and more info visit investedpodcast.comThis week, Danielle talks to Gillian Zoe Segal about how she was able to interview Warren Buffett for her book, Getting There.Gillian is the author of two books. The first one is called New York C...Show More
210- Mistakes of Omission

51:27 | Apr 23rd

“The practice of investing implies joy in the process of learning something that's difficult.” - Phil TownFor show notes and more information visit investedpodcast.com. This week Phil and Danielle talk about what Charlie Munger calls, “Mistakes of Om...Show More
209- How to Love Investing [From Ask Us Anything Call]

26:00 | Apr 16th

This week Phil and Danielle playback a couple of really good questions that were asked in their “Ask Us Anything” call. The first question is about teaching your kids about investing. Phil tried to teach Danielle when she was younger to get her invol...Show More
208- Jacob Taylor Author of "The Rebel Allocator"

47:23 | Apr 9th

This week Phil and Danielle talk to Jacob Taylor, the author of The Rebel Allocator. Jake Taylor is the Chief Executive Officer of Farnam Street Investments. He’s also the host of the popular web series Five Good Questions. Jake has an MBA in Finance...Show More
207- Inverted Yield Curve

52:47 | Apr 2nd

For show notes and more info, visit investedpodcast.com. This week, Phil and Danielle talk about the fact that 30% of the stock market is not invested in individual stocks, but in indexes. Many investors fear the effects of so many people owning inde...Show More
206- Finding Buffett

45:37 | Mar 26th

This week Phil and Danielle discuss the importance of making your own investing choices. It’s easy for someone to follow Warren Buffett and to likely make money if you mirror his choices, but it’s what happens when he pulls his money out of the marke...Show More
205- Warren Buffett’s Annual Letter

34:34 | Mar 19th

For show notes and more information visit investedpodcast.com.  This week Phil and Danielle talk about why Charlie Munger is so bitter about missing out on a stock purchase in the 1970s. Phil talks about what he calls “Mistakes of Omission”. Phil als...Show More
204- Short-Termism

38:11 | Mar 12th

For show notes and more information visit investedpodcast.com.In this episode, Danielle and Phil discuss why short term viewpoints in the stock market are terrible. When analysts upgrade or downgrade a stock and the price drops, it’s terrible. When c...Show More
203- Charlie Munger Daily Journal Annual Meeting

29:31 | Mar 5th

This week Phil and Danielle discuss key takeaways from Charlie Munger’s Daily Journal Annual Meeting that took place at the end of February 2019. In the meeting, Charlie complained at fund managers try to beat the market and don’t, but still charge f...Show More
202- The Glass Ceiling

34:22 | Feb 26th

This week Phil and Danielle discuss why the financial industry doesn't want you to have the ability to do what they do. They don’t want to give you the  “secret formula” so they make finance seem complicated. You don't know Sharpe Ratio. You don't kn...Show More
201- Investing Success & Indexing

44:00 | Feb 19th

This week, Phil and Danielle continue their discussion of Ray Dalio’s 5 principles for inevitable success. If you haven’t listened to episode 200 you probably want to start there.We also discuss how difficult it is to understand why you made a mistak...Show More
200- 5 Principles for Inevitable Success

43:55 | Feb 12th

This week Phil and Danielle celebrate the 200th episode of InvestED: The Rule #1 Podcast! During this episode, we talk about how you can guarantee success in investing and life. We talk about Ray Dalio, the owner of Bridgewater Capital, who manages $...Show More
199- Recession Prepping?

34:00 | Feb 5th

This week Phil and Danielle discuss prepping for the next recession. Seth Klarman published a paper to his investors that is a little scary. It basically takes a grim position on the economy and where we're at. We’re at the end of a long credit cycle...Show More
198- IPOs & Uber

44:36 | Jan 29th

“When we value a company we want to look at a company that has a track record of 10 years. Especially, the last 10 years. IPOs are in the risky biz portfolio for lack of a long track record. ” - Phil TownThis week we discuss why we’re in such a wild ...Show More
197- Special Guest: Kelly Hultgren, Co-Founder of HerMoney Media Inc.

28:57 | Jan 22nd

This week Danielle talks to Kelly Hultgren of HerMoney Media. Kelly is a journalist and podcaster based in New York City, covering personal finance and entrepreneurship. Since 2013, she's been reporting and producing for Jean Chatzky, the longtime fi...Show More
196- Risky Market

35:40 | Jan 15th

“What makes a stock market dangerous is the fear and emotion that it creates when it drops.” - Phil TownHow do you invest safely in a dangerous stock market? This week we dive into what makes the stock market so dangerous. In the long run, the stock ...Show More
195- New Year, New Stock Market Outlook

38:05 | Jan 8th

This week we discuss why index investing isn’t really speculating because you’re betting on the US to be more prosperous in 10 years than it is today because indexes parallel the US stock market. We talk about what makes the US a good economy (and st...Show More
194- A Special Merry Christmas Thank You

06:13 | Dec 25th, 2018

Today is Christmas Day and we wanted to extend a special thank you to all of our listeners and Rule #1 Family. We're looking forward to all of the things that 2019 is going to bring us. We'll resume the podcast on January 8th 2019 to enjoy the holida...Show More
193- What Happened? Amazon and Whole Foods (Part 2)

42:19 | Dec 19th, 2018

In this week’s podcast, we talk about the essence of investing we also talk about Canadian Cannabis stocks and how easy it is to get burned by bad management. For show notes and more info visit investedpodcast.comLearn more about your ad choices. Vis...Show More
192- What Happened? Amazon and Whole Foods

32:45 | Dec 11th, 2018

This week we analyze what has happened in the year since Amazon and Whole Foods merged. We made a few predictions about what would happen, and today we want to discuss them. For show notes and more information, visit investedpodcast.com.Learn more ab...Show More
191- From the Vault: Disrupted: America’s Grocery Industry

40:50 | Dec 4th, 2018

This week we discuss the Amazon & Whole Foods deal and the strength of having a brand Moat. For show notes and more information visit: www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
190- Circle of Competence

29:04 | Nov 27th, 2018

In this week’s episode, we’ll discuss the importance of the circle of competence and that you should be careful about investing in anything that you don’t have a great understanding of. We also talk about what you should avoid as an investor. For sho...Show More
189- Following the Indexes

35:59 | Nov 20th, 2018

In this week’s episode, we discuss a few dirty truths about the financial services industry and why it’s impossible for financial advisors to grow your money as well as you can. We also talk about the fundamentals of Rule #1 Investing and why most fi...Show More
188- "The Why"

38:22 | Nov 13th, 2018

This week we discuss, “The Why”. “The Why” is the reason people invest in stocks as the best way to grow their wealth. We discuss investing as the only way a person can buy “compounding machines” that consistently make you money over time and beat in...Show More
187- [Live Q&A] From the Rule #1 Investing Workshop

55:17 | Nov 6th, 2018

We filmed this special episode for our listeners, live from my Rule #1 Investing workshop recently in Peachtree City, GA! Tune in as we answer questions from workshop attendees and give you our candid perspective on everyone’s most pressing questions...Show More
186- Owner Earnings Fiat Chrysler (FCAU) – Part 2 of 2

29:43 | Oct 30th, 2018

This week we’re wrapping up Owner Earnings for Fiat Chrysler. Is this company on sale? We also talk about why you shouldn’t always trust what the analysts think of a company. For show notes and more info visit www.investedpodcast.com.Learn more about...Show More
185- Owner Earnings Fiat Chrysler (FCAU) - Part 1 of 2

30:05 | Oct 23rd, 2018

In this week's episode of InvestED, we talk about owner earnings when valuing a business. We take a look at Sears (SHLD) and how looking at owner earnings could have saved shareholders a lot of money. Then we take a look at Fiat Chrysler (FCAU) and t...Show More
184- Grand Canyon University (LOPE) CapEx

54:45 | Oct 16th, 2018

This week on InvestED we discuss how to research and find Capital Expenditures for a company. We talk about Grand Canyon University, talk about how to find a 10-K, and where to look for CapEx. Phil also shares his calls with investor relations depart...Show More
183- Owner Earnings: Net Change: Accounts Receivable & Accounts Payable

49:47 | Oct 9th, 2018

This week we dive deep into the next phase of our owner earnings calculations: Net Change: Accounts Receivable and Net Change: Accounts Payable. We will try to clear the air as to why this calculation is so important and why generally accepted accoun...Show More
182- Understanding Owner Earnings Net Income

36:53 | Oct 2nd, 2018

This week we’ll dig deeper into last week’s topic of Owner Earnings. We will go over the formula we lay out in our book Invested. We will explain what to look for and why some numbers are not what we think by dispelling misconceptions about generally...Show More
181- How to Calculate Owner Earnings

33:19 | Sep 25th, 2018

This week on InvestED we’ll address the long-awaited topic of owner earnings. Using our book Invested, we will break down how to calculate owner earnings so we can decide what price we should be paying for a company. In proper Invested-fashion, we’ll...Show More
180- What Nike’s New Campaign Means for Their Stock

37:57 | Sep 18th, 2018

This week we’ll take a step back and remind ourselves how and why we practice investing the way that we do in Rule #1 Investing. We’ll take a look at the recent controversial Nike ad and what it means for their bottom line. For full show notes go to ...Show More
179- Amazon Author’s Fishbowl Interview

51:39 | Sep 11th, 2018

This week we are discussing our Amazon Author’s Fishbowl interview, which is now available on our show notes. We’ll talk about what our Amazon trip tells us in the context of the Rule #1 style of investing. This week we’ll take some hypothetical numb...Show More
178- Inflation Kills

28:56 | Sep 4th, 2018

This week, we’ll be discussing the impact inflation has on our investing practice. This week we’re also talking about Buffett’s solutions for “little guy” investors and how we can set ourselves apart from others through our investing education. For s...Show More
177- Investing Perspectives of Mohnish Pabrai: Owner Earnings

37:17 | Aug 28th, 2018

This week on the InvestED we’re returning to our discussion of the investing perspectives of Mohnish Pabrai, specifically focusing on owner earnings. We’ll talk about what owner earnings can tell us about a business, and we will discuss the pros and ...Show More
176- Special Guest: L.J. Rittenhouse on Investing Between the Lines

41:39 | Aug 21st, 2018

Diving deep into our first InvestEd Book Club title, Investing Between the Lines, Danielle interviews author L.J. Rittenhouse. We explore what brought Rittenhouse to begin analyzing companies based on CEO communications and we’ll talk about what exac...Show More
175- Investing Perspectives of Mohnish Pabrai (Part 4)

36:44 | Aug 14th, 2018

This week on InvestED we’ll continue our conversation about Mohnish Pabrai. We focus on Investing Checklists like those of Pabrai, Munger and others, and we will talk about the importance of utilizing them when seeking out wonderful businesses on sal...Show More
174- Investing Perspectives of Mohnish Pabrai (Part 3)

42:26 | Aug 7th, 2018

This week we’ll continue talking about Mohnish Pabrai’s investing strategies. We’ll discuss how everyone can benefit from the principles that great investors follow. Danielle gives us a few quotes that shed light on the importance of Rule #1-style in...Show More
173- Investing Perspectives of Mohnish Pabrai (Part 2)

33:19 | Jul 30th, 2018

For show notes and more information please visit www.investedpodcast.com This week we’ll continue discussing the investing perspectives of the greats, specifically Mohnish Pabrai. While Pabrai is certainly a Rule #1 style value investor, we will expl...Show More
172- Investing Perspectives of Mohnish Pabrai

32:07 | Jul 24th, 2018

For show notes and more information visit www.investedpodcast.com On this week’s episode we talk about different value investors, namely the greats like Charlie Munger and Warren Buffett, and how they’ve given way to other incredible value investors ...Show More
171- Invested Book Club: “Investing Between the Lines”

17:47 | Jul 17th, 2018

For show notes and more information visit www.investedpodcast.com In this episode, Danielle gets started on the long-awaited InvestED Book Club! This week Danielle introduces our first book, “Investing Between the Lines” by L.J. Rittenhouse and reinf...Show More
170- Special Guest: Bobbi Rebell on Investing, Research & Learning

55:54 | Jul 10th, 2018

This week Danielle takes the wheel and interviews Certified Financial Planner and best selling author, Bobbi Rebell. Danielle and Bobbi discuss growing up in investing families and talk about how important it is to impart the wisdom of investing to y...Show More
169- Options Review & Listener Questions

29:41 | Jul 3rd, 2018

For show notes and more information visit www.investedpodcast.com This week on Invested, Danielle guides us through a review and clarification of our options talk from last week. We’ll be talking about how the investing greats use options to protect ...Show More
168- Options: Put Options, Call Options & The Collar

45:40 | Jun 26th, 2018

After much anticipation I finally delve into put and call options and Danielle helps make sense of it along the way. We talk about why options may not be as risky as they seem, why doing your homework is important, and why Danielle got into burritos....Show More
167- Options Basics

41:47 | Jun 19th, 2018

This week we’re back to burritos. We’ll talk a bit about Options from the viewpoints of the greats and give a bit of an introduction to next week’s discussion of Options. I remind Danielle that you need to walk before you can run, and she reminds me ...Show More
166- Technical Indicators: Stochastic Indicator

19:18 | Jun 12th, 2018

For show notes and more information visit www.investedpodcast.com This week I joyously conclude my discussion of Technical Indicators. Danielle seems to find a way to get me to admit the pros of Technical Indicators, and I will let you in on why thos...Show More
165- ETFs, Technical Indicators & MACD

29:23 | Jun 5th, 2018

This week we’ll talk Nobel Prize winners, ETFs, and Danielle attempts to direct me toward finishing our discussion on technical indicators. In this episode, we will focus on the technical indicators, the MACD and Stochastic, and tell you a little bit...Show More
164 - Charlie Munger’s 3 Ways to Build a Great Portfolio

39:08 | May 29th, 2018

For show notes and more information visit www.investedpodcast.com This week Phil shares a few of Charlie Munger’s lesser known secrets on how to build a great investment portfolio. Join us as we dive in on gurus, cannibal companies, and valuable spin...Show More
163 - Technical Indicators: The Death Cross & Moving Average

33:13 | May 22nd, 2018

For show notes and more information visit www.investedpodcast.com It may have taken us a few weeks to get there, but Danielle is persistently reminding me to discuss technical indicators. This week tune in as we go over the moving average and what i...Show More
162- Special Guest: Laura Rittenhouse on How to Identify Great Management from Shareholder Letters

54:17 | May 8th, 2018

For show notes and more information visit www.investedpodcast.com Join us as we have the pleasure of sitting down with author and Queen of Candor, Laura Rittenhouse. We are coming to you live after the Berkshire Hathaway Annual Meeting to talk about ...Show More
161 - Why You Should Be Tuning in to Quarterly Earning Calls

36:19 | May 1st, 2018

For show notes and more information visit www.investedpodcast.com We are coming to you this week to discuss the wonders of Chipotle and why it is so important to be present during quarterly earnings calls for the companies you own. We are also announ...Show More
160 - Intrinsic Value: Let’s Talk About Tesla

43:11 | Apr 24th, 2018

For show notes and more information visit www.investedpodcast.com We are back and better than ever coming to you to discuss different types of trading, finishing up our discussion on intrinsic value, and a little about what’s happening in the market ...Show More
159- When To Exit the Market: Intrinsic Value

49:51 | Apr 17th, 2018

For show notes and more information visit www.investedpodcast.com This week we continue our talk about when to sell and when to get out of the market. Today you’ll learn how to ensure that when the stock market corrects, you have enough value to be a...Show More
158- Stock Market Indicators: Can You Time The Market? (Part 1.5)

37:30 | Apr 10th, 2018

For show notes and more information visit www.investedpodcast.com This week we continue our discussion about timing in the marketplace, how Warren Buffett strategizes his long-term and short-term investments, and how to determine intrinsic value when...Show More
157- Stock Market Indicators: Can You Time The Market? (Part 1)

30:42 | Apr 3rd, 2018

For show notes and more information visit www.investedpodcast.com Normally on the podcast, we talk about how Warren Buffett, Charlie Munger and the best investors in the world invest….except for today. In this episode, we’re going talk about how we c...Show More
156- How to Read Key Market Indicators + Live Q&A

46:19 | Mar 28th, 2018

For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you live from New York in the HarperCollins studio for the last time today and we are discussing the current market. Tune in as we review the key market in...Show More
155- Our New Book: Invested - Out Now!

32:06 | Mar 27th, 2018

For show notes and more information visit www.investedpodcast.com Join us live from the HarperCollins studio in NYC as we celebrate the release of our new book today and share some of the highlights from the day.Learn more about your ad choices. Visi...Show More
154- Facebook Drop, Blue Apron Evaluation & Our New Book, Invested!

47:46 | Mar 20th, 2018

For show notes and more information visit www.investedpodcast.com This week we briefly go over this morning’s Facebook drop in the market, before we dive right into Blue Apron’s evaluation. You won’t want to miss this episode if you want a step by st...Show More
153- All About Stitch Fix & Researching Companies You Love

54:33 | Mar 13th, 2018

For show notes and more information visit www.investedpodcast.com Much to Danielle’s surprise, I have been using and enjoying a personal styling service called Stitch Fix. It was time to take a closer look to see if this company can stand the test of...Show More
152- Special Guest: Sheri Salata on Radical Self Care & Building Your Story

53:00 | Mar 6th, 2018

For show notes and more information visit www.investedpodcast.com This week we have a special guest, Sheri Salata, on the show to discuss radical self-care, finding happiness, and defining your own story. Sheri, Danielle, and Phil delve into integrat...Show More
151- Special Guest: Amanda Steinberg, Founder of DailyWorth

49:30 | Feb 27th, 2018

For show notes and more information visit www.investedpodcast.com This week we discuss current money management acquisitions and cutting-edge investing practices with Amanda Steinberg, the founder of DailyWorth.Learn more about your ad choices. Visit...Show More
150- A Checklist of Expensive Errors [Invested Giveaway Gifts]

43:02 | Feb 21st, 2018

For show notes and more information visit www.investedpodcast.com This is the episode you all don’t want to miss - we are announcing our Invested pre-order giveaway and prizes! We will also go over some of the most expensive errors you can make as an...Show More
149- Special Guest: Dawa Tarchin Phillips on Becoming a Mindful Investor

48:42 | Feb 13th, 2018

For show notes and more information visit www.investedpodcast.com This week we have something special for you as we welcome Dawa Tarchin Phillips on the show to discuss mindfulness as a tool to become a successful investor. Join us as we dive into th...Show More
148- What You Need to Know About Company Board Members and Their Influence

33:58 | Feb 6th, 2018

For show notes and more information visit www.investedpodcast.com We are back this week to discuss board members, election timing, and how CEO’s use this to their advantage to influence particular agendas that go on in big business. Tune in and join ...Show More
147- Everything You Need to Know About the Future of Our Market

41:06 | Jan 30th, 2018

For show notes and more information visit www.investedpodcast.com Danielle and I are coming to you with a wealth of information about where we think the stock market is headed in our future and how the best Rule #1 gurus are preparing. We love to tal...Show More
146- Everything You Need to Know About Today’s Market, Indexes & Cap Rates

39:42 | Jan 23rd, 2018

For show notes and more information visit www.investedpodcast.com Danielle and I are back live again this week to discuss the current state of the market, index investing, and how to use capitalization rate to your advantage when valuing real estate....Show More
145- Phil’s Favorite Gurus: Guy Spier & Prem Watsa

39:46 | Jan 16th, 2018

For show notes and more information visit www.investedpodcast.com We are continuing to take a closer look at some of the best Rule #1 Investors out in the market today and where their money is currently. Join us as we talk about the new book, Investe...Show More
144- Phil's Favorite Gurus: Mohnish Pabrai

41:10 | Jan 9th, 2018

For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal another guru that Phil Town ...Show More
143- Phil's Favorite Gurus: Allan Mecham

43:52 | Jan 5th, 2018

For show notes and more information visit www.investedpodcast.com This week on InvestED podcast, Danielle and I are coming to you live from San Diego, California to continue our discussion on investing gurus and to reveal one guru that Phil follows. ...Show More
142- Special Edition: A Holiday Message from Phil & Danielle

07:40 | Dec 27th, 2017

For show notes and more information visit www.investedpodcast.com We often talk a great deal about wealth and making money, but today we want to share why it is so much more than that. During this joyous giving season, we hope you can enjoy sharing y...Show More
141- A Closer Look at Your Favorite Investing Gurus

37:25 | Dec 18th, 2017

For show notes and more information visit www.investedpodcast.com As promised, we are back this week to continue discussing investing gurus in the market that you can model your own investing off of. Join us as we dive in and take a closer look at Ph...Show More
140- What is Market Neutral Investing?

28:15 | Dec 12th, 2017

For show notes and more information visit www.investedpodcast.com We are back this week and jumping right back into looking at how the pros invest their money. You’ll learn what market neutral investing is, along with a few lessons when it comes to h...Show More
139- From the Vault: How to Make Your First Trade

48:47 | Dec 5th, 2017

For show notes and more information visit www.investedpodcast.com Going back to basics. Questions like where do you start making trades? What is a stock? In this podcast, Phil and Danielle discuss the tools you’ll use for your first trade and the typ...Show More
138- How to Find and Follow Investing Gurus

29:42 | Nov 28th, 2017

For show notes and more information visit www.investedpodcast.com We are back this week to answer some great questions we’ve received about how to find investing gurus that you can learn from. We will show you how to find the information you need ea...Show More
137- How to be Thankful in Life & Investing

36:57 | Nov 28th, 2017

For show notes and more information visit www.investedpodcast.com This week we are giving cryptocurrency a break and we are focusing on our gratitude before the upcoming Thanksgiving holidays. We are incredibly grateful for all of our listeners and h...Show More
136- Special Guest: Steve Walsh on How to Better Understand Cryptocurrency & Bitcoin

41:26 | Nov 14th, 2017

For show notes and more information visit www.investedpodcast.com We are welcoming cryptocurrency expert, Steve Walsh, on our show today to give us an expert’s view on cryptocurrencies, Blockchain, and ICO’s. We will go over international responses t...Show More
135- Preview: Steve Walsh on Cryptocurrency

11:07 | Nov 7th, 2017

For show notes and more information visit www.investedpodcast.com Alright folks, we’re keeping it short and sweet for you with just a few updates about our recent episodes on cryptocurrency.  Be sure to tune in next week as we bring you an experience...Show More
134- Blockchain Technology, Cryptocurrency & Bitcoin (Part 2 of 2)

24:48 | Oct 31st, 2017

For show notes and more information visit www.investedpodcast.com In this week’s episode, we continue discussing the pros and cons of new technology investing (or trading) opportunities. Join us as we discuss the risks of an unknown world where our c...Show More
133- Blockchain Technology, Cryptocurrency & Bitcoin (Part 1 of 2)

21:15 | Oct 24th, 2017

For show notes and more information visit www.investedpodcast.com Everyone is talking about it, and after our Live Event in Vancouver recently, we felt like we wanted to dive in and discuss more about the world of cryptocurrency. Over the course of t...Show More
132-Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 2 of 2)

26:33 | Oct 17th, 2017

For show notes and more information visit www.investedpodcast.com We have the pleasure of sitting down with Jack Canfield, a long time friend, and the world’s greatest success coach. Tune in as we ask Jack how he reacts to fear and how he feels about...Show More
131- Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 1 of 2)

30:20 | Oct 10th, 2017

For show notes and more information visit www.investedpodcast.com We have the pleasure of sitting down with Jack Canfield, a long time friend, and the world’s greatest success coach. Tune in as we ask Jack how he reacts to fear and how he feels about...Show More
130- Ignorance is Not Bliss

25:08 | Oct 3rd, 2017

For show notes and more information visit www.investedpodcast.com. Today we’re looking at the the differences between Active Investing & Passive Investing to help you better decide what’s best for your financial future.Learn more about your ad choice...Show More
129- Learn to Bet Against the Masses

34:52 | Sep 26th, 2017

For show notes and more information visit www.investedpodcast.com. This week we kick off our discussion with Ray Dalio’s new book, Principles and the fund he created to protect his most precious assets. Touching on the concept of investing in Bitcoin...Show More
128- Let's Talk About Tesla

30:17 | Sep 19th, 2017

For show notes and more information visit www.investedpodcast.com. We’ve been receiving your emails and finally, are having the opportunity to talk about Tesla! Everyone wants in on it, but do you know the details behind the hype? Find out today!Lear...Show More
127- You’ll Never Know Until the Tide Goes Out

41:05 | Sep 12th, 2017

For show notes and more information visit www.investedpodcast.com. Jump back in where we left off looking into management, the good, great, and awful. Danielle and I discuss the top signs to look for when you are researching a company and its managem...Show More
126- Devious Management

41:59 | Sep 5th, 2017

For show notes and more information visit www.investedpodcast.com. This week we discuss devious management teams and the differences between a good CEO and a bad CEO. We also talk about the recent 99.9% stock price drop of a shipping company and why ...Show More
125- Disrupted: America’s Grocery Industry

37:37 | Aug 31st, 2017

For show notes and more information visit www.investedpodcast.com Join us as we discuss the Amazon & Whole Foods Deal which has finally gone official as of Monday, August 28th. We will discuss the deal, different company’s moats, and the industry tha...Show More
124- Stocks & Baseball: See the Similarities

26:53 | Aug 21st, 2017

For show notes and more information visit www.investedpodcast.com This week we are giving you another way to learn Rule #1 in the most unexpected way, baseball! Danielle and I discuss Ted Williams’ hitting strategy and how it could make you some seri...Show More
123- Choosing Your Management Team

33:08 | Aug 15th, 2017

For show notes and more information visit www.investedpodcast.com Some investors don’t pay attention to this little detail, but as Rule #1 investors, it’s something that matters the most… Management! Join us this week as we discuss how to identify gr...Show More
122- Revealing the Whole Food Numbers

33:45 | Aug 8th, 2017

For show notes and more information visit www.investedpodcast.com The week you’ve been waiting for, we take a look at the growth rates, cash flow, and earnings from Whole Foods to decide if it really was a great deal… Tune in as we try to get into Be...Show More
121- All About the Numbers - Margin of Safety Edition

36:49 | Aug 1st, 2017

For show notes and more information visit www.investedpodcast.com This week we are discussing Rule #1 Margin of Safety and exactly how to calculate in the most accurate way possible. You’ll also get a crash course of our country’s business cycle and ...Show More
120- The Investing Strategy that Never Goes Out of Style

31:07 | Jul 25th, 2017

For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss Buffett and Munger’s investing style and why it works so well for them, that they can’t stop following their own strategy. We also touch on our latest ...Show More
119- Amazon & Whole Foods: Details Behind the Deal

44:43 | Jul 18th, 2017

For show notes and more information visit www.investedpodcast.com This week we go over the valuation of the Whole Foods & Amazon deal to see if it was a smart, Rule #1 purchase. We will define basic investing terms and cover some hard to understand t...Show More
118- Amazon, Whole Foods & Selling a Company You Love

31:39 | Jul 11th, 2017

For show notes and more information visit www.investedpodcast.com Selling stock you own with a company you love can be heartbreaking, tune in this week as we go over Danielle’s sale of her Whole Food’s stock. Join us as we discuss the payout of divid...Show More
117- From the Vault: 6 Ways to Spot Bad Management

32:42 | Jul 5th, 2017

For show notes and more information visit www.investedpodcast.com This week we wanted to share an older episode about finding a management team with integrity and talent. We'll cover how important it is to find a wonderful company with a great manag...Show More
116- Amazon & Whole Foods

21:57 | Jun 27th, 2017

Join Danielle and I as we bring you this week’s podcast from all over the world, literally! While I am traveling in Honduras and Danielle is in Switzerland we are discussing the hottest topic in the market today, Amazon and Whole Foods. Tune in and l...Show More
115- Misbehaving (Part 2)

39:28 | Jun 20th, 2017

For show notes and more information visit www.investedpodcast.com This week, Danielle and I are discussing football and investments. Particularly, behavioral finance and how the stock market functions according to the efficient market hypothesis. We ...Show More
114- Misbehaving

30:12 | Jun 13th, 2017

For show notes and more information, visit www.investedpodcast.com. This week we dive into our latest favorite investing book, Misbehaving, by Richard Thaler. We discuss how Thaler has coined a new term on the market as Behavioral Economics and how ...Show More
113- Berkshire Hathaway Shareholder Meeting (Part 2)

29:22 | Jun 6th, 2017

For show notes and more information, visit www.investedpodcast.com This week Danielle and I dive back into the Berkshire Hathaway Meeting and continue discussing Buffett’s tools for getting a pulse on the market. We also touch on EBITA, Buffett’s leg...Show More
112- Berkshire Hathaway Shareholder Meeting & Apple Stock

26:06 | May 30th, 2017

For show notes and more information, visit www.investedpodcast.com We're back with a brand new episode this week! Today we discuss the Annual Berkshire Hathaway Shareholder Meeting, how much Buffett would buy their stock for, and about Apple and IBM ...Show More
111- From the Vault: Guy Spier's Thoughts on the Future and Finding Inspiration

42:46 | May 23rd, 2017

For show notes and more information, visit www.investedpodcast.com This week on our from the vault episode, we wrap up our review of value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. We’ll ask Guy ...Show More
110- From the Vault: Guy Spier on Finding a Company's Moat

31:17 | May 16th, 2017

For show notes and more information, visit www.investedpodcast.com. This week on our from the vault episode, we are continuing our discussion on value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. T...Show More
109 - From the Vault: Guy Spier on Investing, Research, and Management

36:52 | May 9th, 2017

For show notes and more information visit www.investedpodcast.com We're taking a short 3-week hiatus to work on something really special for you guys that we can't quite announce yet. We want to post a few of our favorite episodes from our talks with...Show More
108- Mind, Money & Behavioral Economics

36:04 | May 2nd, 2017

For show notes and more information visit www.investedpodcast.com Last week Danielle and I discussed the fear of the market and how to prepare for the future market. This week we dive into behavioral economics, the reality of how we behave as investo...Show More
107- We Vote Our Money With Our Feet

40:11 | Apr 25th, 2017

For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss the United Airlines incident and the importance of leaders and integrity. As well as the strength of family-owned companies and the different classes o...Show More
106- How Afraid You Should Be

40:09 | Apr 18th, 2017

For show notes and more information visit www.investedpodcast.com How afraid of the stock market should you be? This week we discuss why the market is going up, why it is unnecessary to use an advisor to invest, and the complexity of options trading....Show More
105- Lululemon Athletica Stock Evaluation

53:29 | Apr 11th, 2017

For show notes and more information visit www.investedpodcast.com We had some minor sound difficulties this week, but we wanted you to hear this episode anyways. This week Danielle and I break down the past and future of popular athletic wear compani...Show More
104- Market Risk & Modern Portfolio Theory

38:59 | Apr 4th, 2017

For show notes and more information visit www.investedpodcast.com This week Danielle and I discuss market risk, Modern Portfolio Theory, and short-term versus long-term perspectives for fund managers. We dive into factors that affect the stock market...Show More
103- Under Armour Stock Evaluation

31:46 | Mar 28th, 2017

For show notes and more information visit www.investedpodcast.com This week we take a deep-dive analysis of Under Armour®, to see if it's worth investing in. Let’s take a look, shall we?Learn more about your ad choices. Visit megaphone.fm/adchoices
102- Warren Buffett’s Shareholder Letter (Pt. 2)

30:59 | Mar 21st, 2017

For show notes and more information visit www.investedpodcast.com In this podcast, we go deeper into Warren Buffett’s shareholder letter and why it’s an important study tool for investors.Learn more about your ad choices. Visit megaphone.fm/adchoices
101- Warren Buffett’s Shareholder Letter & Berkshire Hathaway Stock Analysis

41:13 | Mar 14th, 2017

For show notes and more information visit www.investedpodcast.com This week we discuss the Shareholder Letter of Warren Buffett from 2016 to do an analysis of Berkshire Hathaway stock. We discuss what it takes to be a smart investor during the curren...Show More
100- An Introduction to Buybacks: “What Makes A Business Wonderful"

30:47 | Mar 7th, 2017

For show notes and more information visit www.investedpodcast.com This week on InvestEd we introduce buybacks and how they directly reflect the value of a business.Learn more about your ad choices. Visit megaphone.fm/adchoices
99- Charlie Munger's Investing Points at Daily Journal Annual Meeting

37:11 | Feb 28th, 2017

For show notes and more information visit www.investedpodcast.com This week on InvestEd Danielle and I discuss four important points we took from Charlie Munger during our attendance at the Daily Journal Annual Meeting. Mr. Munger discussed how inves...Show More
98- Charlie Munger at the Daily Journal Annual Meeting

32:26 | Feb 22nd, 2017

For show notes and more information visit www.investedpodcast.com We attended the Daily Journal Annual Meeting and met Charlie Munger and Mohnish Pabrai. Here are our thoughts in this 2 part series.Learn more about your ad choices. Visit megaphone.f...Show More
97- JJ Virgin and the Miracle Mindset (Part 2)

41:14 | Feb 14th, 2017

To learn more about JJ Virgin and for a special offer, visit: www.miraclemindset.com/investor In the second half of our conversation with JJ Virgin, she introduces us to “anchoring”. She also explains a few tips on how to master your mindset to becom...Show More
96- JJ Virgin on The Miracle Mindset (Part 1)

35:50 | Feb 7th, 2017

To learn more about JJ Virgin and for a special offer, visit: www.miraclemindset.com/investor This week we sit down with JJ Virgin, celebrity fitness and health coach and four-time best-selling author. In this episode, we discussed a life-altering ev...Show More
95- Cash Flow & Dividends

36:29 | Jan 31st, 2017

For show notes and more information visit www.investedpodcast.com This week we explore cash flow and dividends. We dive into the essential basics for effective income strategy and how to keep more money in your pocket at the end of the year.Learn mor...Show More
94- What Risk and Beta Really Mean in Investing

41:02 | Jan 24th, 2017

For show notes and more information visit www.investedpodcast.com Why is it so hard to find stocks that are on sale right now? This week we discuss systemic risk vs. non-systemic risk, modern portfolio theory, and what beta means in investing, and if...Show More
93 - “Quick n’ Dirty” Valuation

41:50 | Jan 17th, 2017

We’ve talked about valuation methods on our InvestED podcast before, but this week I’m sharing a little trick on how I quickly value businesses to determine if they are worth diving into or not. Here are 6 steps to perform a 45-second “Quick and Dirt...Show More
92 - The 3 Most Important Words of Investing [MoS]

43:32 | Jan 10th, 2017

This week on InvestED podcast we are continuing our back to basics series with a look into Charlie Munger’s 4th principle: Margin of Safety. We will take a look at how investing in the stock market isn’t much different than investing in real estate a...Show More
91- Qualities of a Great CEO

32:18 | Jan 3rd, 2017

For show notes and more information visit www.investedpodcast.com Happy New Year! This week on InvestED we continue discussing how to find CEOs and management with integrity and talent. Since we already discussed how to spot a bad CEO, we wanted to s...Show More
90- 3 Numbers to Help You Judge Management

35:38 | Dec 27th, 2016

For show notes and more information visit www.investedpodcast.com This week we will review how you can spot a bad CEO and go over three numbers that will allow you to judge if management is acting in your best interest or their own.Learn more about y...Show More
89 - 6 Ways to Spot Bad Management

32:42 | Dec 20th, 2016

For show notes and more information visit www.investedpodcast.com Finding a management team with integrity and talent can be challenging, they are only human after all. This week on our Back to Basics series, we’ll go over how important it is to fin...Show More
88- Review of Moats: Intrinsic Competitive Advantage

44:53 | Dec 13th, 2016

For show notes and more information visit www.investedpodcast.com This week, we're wrapping up our discussion on finding a company’s moat. We will give you a brief overview of Charlie Munger’s 4 Principles of Investing and how moat plays a key role ...Show More
87- Inspirational Takeaways from Guy Spier’s Office Space

46:49 | Dec 6th, 2016

For show notes and more information visit www.investedpodcast.com Are we bound for a stock market crash? This week we're reflecting on some of the fantastic points that came up during our interview with investor, Guy Spier. We will expand on Guy’s s...Show More
86 - Guy Spier's Thoughts on the Future and Finding Inspiration

42:25 | Nov 30th, 2016

For show notes and more information, visit www.investedpodcast.com This week we are wrapping up our review of value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. We’ll ask Guy who he looks to for in...Show More
85- Guy Spier on Finding a Company's Moat

31:15 | Nov 22nd, 2016

For show notes and more information, visit www.investedpodcast.com This week we are continuing our discussion on value investing basics with Hedge Fund manager and author of Education of a Value Investor, Guy Spier. This week we’ll cover how to know...Show More
84- Guy Spier on Investing, Research, & Management

33:36 | Nov 15th, 2016

We're excited to introduce our first SPECIAL GUEST, GUY SPIER, a Hedge Fund manager and author of Education of a Value Investor, for a special 3 part series covering value investing basics. This week we’ll cover how Guy researches a company’s managem...Show More
83 - How Presidential Elections Affect the Stock Market

34:56 | Nov 7th, 2016

We're releasing this podcast early just in time for the election. Is the November of an election year a good entry point for investors? This week we’re talking about the November 8th Presidential Election and how it relates to investing. We’ll cover ...Show More
82- Back to Basics: Finding the Moat(Part 3)

55:45 | Nov 1st, 2016

For show notes and more information visit www.investedpodcast.com This week on Invested, it’s back to moats! We’ll take a look at the assignment from last week and see how well you did identifying the moat of FOXA and WFC.Learn more about your ad c...Show More
81 - Back to Basics: Finding the Moat (Part 2)

26:55 | Oct 25th, 2016

This week on the InvestED podcast we are continuing our review on finding a company’s moat. We’ll go over the 6 types of moats, as well as give you an online resource that helps you identify wide moat companies based on financial data. For show notes...Show More
80- Back to Basics: Finding the Moat

48:06 | Oct 18th, 2016

This week we are revisiting Charlie’s third principle that separates investing from speculation, finding the moat. A moat is an integral component of a business that protects it against competition. We will explain the 6 ways that companies build and...Show More
79- Back to Basics: Are You Capable of Understanding the Business? (Pt.2)

42:09 | Oct 11th, 2016

Ask yourself, “is reading about this business fun or a root canal?” This week on InvestED we are revisiting Charlie Munger’s first principle of being capable of understanding a business. Last week we learned that you may be capable of understanding a...Show More
78 - Back to Basics: Are You Capable of Understanding the Business?

44:35 | Oct 4th, 2016

Being good at skiing may not mean you will be excellent at snowboarding on the first try, but it does provide you with an understanding of winter sports which you can then grow upon. This week on InvestED we are diving into Charlie Munger’s first pr...Show More
77- Back to Basics: 5 Ways to Find Great Companies

46:39 | Sep 27th, 2016

It is easy to find great companies on sale every day to invest in. The key is determining which ones speak to you, and which ones you are capable of understanding. Last week we went over the 3 circles to determine the right neighborhood for you to in...Show More
76- Back to Basics: The 3 Circles Exercise

52:37 | Sep 20th, 2016

Long term investing that provides low risk and high rates of return might sound imaginary, but we know it’s possible! But, if value investing is so great, then why doesn’t everyone do it? As Charlie Munger puts it, the concepts behind value investing...Show More
75- What Happened to Horsehead Holding?

42:21 | Sep 13th, 2016

With any type of investing comes a certain level of risk. While it is great to celebrate our victories, we must also reflect on our failures and find the valuable lessons learned. This week on InvestED we are going over what exactly happened with Hor...Show More
74- From the Vault: Dharma and Being Mindful About Money

37:56 | Sep 6th, 2016

This week we’re taking a small break. We’ve chosen one of our favorite episodes from the past that you may have missed. We talk about the concept of dharma and finding purpose in the things that we enjoy doing. We also discuss the difference between ...Show More
73- From the Vault: Guns, Harleys, & Cruise Ships

48:32 | Aug 30th, 2016

This week and next week we're taking a small break to spend some time with family. But don't worry, you don't have to miss any of InvestED because we've chosen some of our favorite episodes from the past that you may have missed. In this episode we d...Show More
72- How to Get High Returns by Sitting in Cash

37:26 | Aug 23rd, 2016

This week we explain what to do with your money while waiting for the next great company and how sitting in cash can still produce high returns. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit ...Show More
71- Business Valuation Checklist (Part 2)

38:36 | Aug 16th, 2016

Why don't the most successful investors live near Wall Street? This week on InvestED Podcast we'll explore the concept of groupthink and show the trusted gurus are able to avoid it. We will also revisit the business valuation checklist we established...Show More
70- Business Valuation Checklist

33:39 | Aug 9th, 2016

How do you determine the value of a business? This is the topic we have been focusing on for the last several weeks. We've gone through several valuation methods, such as Margin Of Safety, Payback Time and Cap Rate. This week I'm sharing with you th...Show More
69- Understanding Free Cash Flow

37:10 | Aug 2nd, 2016

What is a real investment? This week we discuss how to spot a ‘real investment’ by using a company’s free cash flow and how this method differs from the valuation method outlined in my book, Payback Time. We’ll also go over the two types of fund mana...Show More
68- How to Find Financial Data Online

43:31 | Jul 26th, 2016

How do you find company financial data online? This week on InvestED we’re answering a question from Jacob, who found that two online financial calculator sites are reporting a very different number for Netflix’s free cash flow. We will walk through ...Show More
67 - The Rule of 72

48:50 | Jul 19th, 2016

Here is an easy way to think about value investing: Investing is like going to a garage sale and buying a bike in perfect shape for $50 that you could have bought for $100 at the store. What you’re buying is worth more than what you are paying. This ...Show More
66- How Dividends Fit in with Rule #1 Style of Valuation

39:38 | Jul 12th, 2016

How do dividends factor into the valuation of a business? This week on InvestED we answer this frequently asked question by diving deeper into valuation. We explain how using dividends to estimate the value of a business could result in missed opport...Show More
65- Investing in your Financial Life Overview

43:20 | Jul 5th, 2016

This week on InvestED we discuss why you need to start investing in your financial life and stop letting fund managers and advisors control your money. We will also share some of our favorite books written by big names in the value investing world. R...Show More
64 - Understanding Dividends

52:46 | Jun 28th, 2016

Why is investing a lot like yoga? This week we acknowledge the fact that investing is a practice, much like yoga, requiring time and discipline to get the most out of it. We also dive into cash flows and dividends and find out if a company’s financia...Show More
63 - Value Investing and Your Canyon

49:56 | Jun 21st, 2016

This week on InvestED, we’re breaking down how to invest like the best investors in the world. We’ll cover value investing and how it has changed over the years. We will also share some of our tips on how to avoid becoming overwhelmed by investing. F...Show More
62- Our 1-Year Anniversary Episode!

33:49 | Jun 14th, 2016

It’s our One-Year Calendar Anniversary on the InvestED Podcast! One full year of learning, growing, and most importantly, laughing. Thank you all for being a part of our journey, we’re looking forward to another great year ahead of investing educatio...Show More
61- Investing in Real Estate

24:52 | Jun 7th, 2016

This week on InvestED, we’re talking about real estate investing and discussing the importance of viewing this type of investment as a business. We’ll share how to avoid common mistakes made by most real estate investors, and the ways you can make a ...Show More
60- Zombie Value Evaluation

42:30 | May 31st, 2016

How can a company that appears to be dead still be a valuable investment? Ben Graham used to buy companies like this all the time in the ‘30s. We like to call them “zombie companies,” and in today’s episode, we’re going to go step-by-step through the...Show More
59- Payback Time Evaluation

37:01 | May 24th, 2016

What is payback time? This week we discuss the calculation of how long it takes to get your money back from an investment and a great way to figure out what you would buy a private business for. For show notes and more information visit www.investedp...Show More
58- Company Valuation Methods

39:27 | May 17th, 2016

Do you know how to value a company? This week on InvestED, we dive deeper into the four methods of valuation. We will also take another look at our lemonade stand and use it to illustrate how to use each method. For show notes and more information v...Show More
57- How to Be Mindful With Your Money (Part 2)

42:08 | May 10th, 2016

What does meditation have to do with investing? This week we drill into the depths of great investing and discuss how to be mindful with your money as you invest in your future. We explain the role emotions play in our financial decisions, as well as...Show More
56- How to Be Mindful About Your Money

31:29 | May 3rd, 2016

What does it mean to invest with your values? This week we discuss why it’s important to have control over your money and a say in what it is invested in. Those of you investing in indexes and mutual funds might be shocked to see what your money is b...Show More
55- Margin of Safety Valuation (Part 2)

53:07 | Apr 26th, 2016

This week we’re looking at our lemonade stand and running a margin of safety analysis. We decide how much we should pay per share in order to have an excellent return on our investment. For show notes and more information visit www.investedpodcast.co...Show More
54- Margin of Safety Valuation

47:29 | Apr 19th, 2016

This week we talk about the four numbers you need in order to calculate the intrinsic value of a business. Once we have this value, we’ll apply it to our Lemonade Stand example and be one step closer to determining the price you should pay for a busi...Show More
53- Equity Bond Valuation

44:14 | Apr 12th, 2016

This week we are diving deep into our Lemonade Stand and Real Estate examples to learn how to effectively evaluate a company. We’ll talk about market trends, step-by-step calculations and how to get the best return for your investment. For show notes...Show More
52- Capitalization Rate (Part 3)

41:25 | Apr 5th, 2016

This week we continue on the “Valuation Train” discussing in detail the ways to identify profitable businesses. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
51- Capitalization Rate (Part 2)

36:02 | Mar 29th, 2016

This week we continue with our lemonade stand and real estate property. We determine which price we should pay when purchasing a business and how to determine the Capitalization Rate. For more info visit: investedpodcast.com Learn more about your ad ...Show More
50- What is Capitalization Rate? (Part 1)

35:19 | Mar 22nd, 2016

Thank you all for listening to InvestED! We're happy to give you our 50th episode. This week we discuss our lemonade stand from episode 45 and why Capitalization Rate is important. We're really getting into the weeds now. For show notes and more info...Show More
49- The Rise of Robo-Advisors

45:31 | Mar 15th, 2016

Are robo-advisors going to make human advisors obsolete? This week we discuss how robo-advisors invest for you based on the concept of modern portfolio theory. Show notes and more info visit: www.investedpodcast.com Learn more about your ad choices....Show More
48- Risk vs. Volatility

38:22 | Mar 8th, 2016

Does volatility mean that you’re taking more risk? This week we discuss short-term thinking vs. long-term thinking in investing and why your relationship with risk might be related to your thinking. For show notes and more information visit www.inves...Show More
47- How to Know What You Don't Know

42:23 | Mar 1st, 2016

Warren Buffett says he's successful because he knows what he doesn’t know. But what does that really mean? Find out how your upbringing has influenced your investing habits, and how to pass on a “success-minded” influence to others. Show notes and mo...Show More
46- Most Important Words In Investing: Margin of Safety

33:15 | Feb 23rd, 2016

This week, we dive straight into a Margin of Safety analysis to evaluate a company’s future with simple financial calculations. For show notes and more info visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoice...Show More
45- Payback Time & The Lemonade Stand

49:53 | Feb 16th, 2016

In this week’s episode, we show how you can value a company with only basic financial understanding, and how to find payback time of a business. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.inve...Show More
44- Understanding Chipotle's Value (Part 2)

1:02:03 | Feb 9th, 2016

If you ask most financial advisors or hedge fund managers, almost all of them will say you should separate your personal values from your investing decisions. In this week’s episode, we discuss why you SHOULD invest based on your values, how to use k...Show More
43- Understanding Chipotle's Value

46:30 | Feb 2nd, 2016

When you understand the company you want to invest in, and it has meaning to you, the stock market becomes much less risky. This week we create a “story” for Chipotle Mexican Grill and show you the way to go about analyzing any company. - Show notes ...Show More
42- Speculating vs. Investing

41:41 | Jan 26th, 2016

Before buying a company, Rule #1 Investors do a ton of research to ensure the company they are buying meets Charlie Munger’s 4 key principles: meaning, moat, management, and margin of safety. In this week’s episode, we discuss the difference between ...Show More
41- Don't Be Greedy, Stay Rational, and Understand What You're Buying

35:35 | Jan 19th, 2016

In this week’s episode, we discuss the importance of analyzing a business to ensure you’re getting a great deal, the similarities between buying real estate and buying stocks, and the role emotions play in all buying decisions. - Show notes and more ...Show More
40- Is Now a Good Time to Buy Chipotle?

47:58 | Jan 12th, 2016

This week, we discuss why you’ll probably never be taught how to invest in college, how market crashes occur, and if Chipotle’s recent E. coli outbreak constitutes an event that may make it a stock worth buying. - Show notes and more info visit: www....Show More
39- What a Market Drop Means to Rule #1 Investors

34:55 | Jan 5th, 2016

We discuss how the DOW drop affects you as a Rule #1 Investor, the new Hollywood hit “The Big Short,” and why you probably shouldn’t watch CNBC. -Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.inves...Show More
38- Investing in Commodities(Part 2)

39:11 | Dec 29th, 2015

We explore the different ways you can invest in commodities, whether or not they keep up with inflation, and in what scenarios they could be a worthwhile investment despite their inherent risk. - Show notes and more info visit: www.investedpodcast.co...Show More
37- Investing in Commodities

38:22 | Dec 22nd, 2015

The only knowledge most people have of commodities as an investment is limited to what Hollywood taught us in the 1983 comedy, Trading Places. This week we delve further into commodities and discuss what sets them apart from other types of investment...Show More
36- Gold and Investing in Currency

51:31 | Dec 15th, 2015

This week we discuss the history of money, how we converted to paper currency, and whether or not it’s a wise decision to invest in gold today. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.inves...Show More
35- Efficient Market Theory and Bonds

49:12 | Dec 8th, 2015

This week we discuss the emotional aspect of investing, how to grow when others are fearful, and the various types of bonds. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series visit: www.investedpodcast.com/rule...Show More
34- What is a Real Estate Investment Trust?

49:34 | Dec 1st, 2015

What if there was a way to invest in real estate without the hassle of having to manage the property yourself? As part of our ongoing discussion about alternative paths of investing, this week we discuss Real Estate Investment Trusts (REIT). - Show n...Show More
33- Real Estate, Warren Buffett's Farm, and NYC Building

52:41 | Nov 24th, 2015

We discuss if it’s possible to make real estate a beneficial component of your all-weather financial portfolio. We talk about a couple of books we've been reading, how Warren Buffett bought a farm and if Phil should bring back the snap brim hat. - Sh...Show More
32- Can You Make Good Returns By Investing in Real Estate?

46:46 | Nov 17th, 2015

In this episode, we discuss whether it’s possible to yield high rates of return when you invest in real estate and what "a good rate of return" actually is. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles Video Series vis...Show More
31- Annuities and Alternative Investing Ideas

35:51 | Nov 10th, 2015

We discuss the alternative ways of investing if you’re terrified of the stock market and whether or not annuities can be a beneficial addition to your financial portfolio. - Show notes and more info visit: www.investedpodcast.com -Get 6 Principles V...Show More
30- Inflation and How Compound Interest Can Work Against You Or For You

40:52 | Nov 3rd, 2015

Albert Einstein is famously quoted as saying, “Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't pays it.” In this episode, we discuss the power of compounding interest rates and what the looming thre...Show More
29- What's Your Plan For Retirement?

43:27 | Oct 27th, 2015

By 2030, nearly all baby boomers will have passed retirement age, but how many of them are actually prepared to retire comfortably? We discuss the most common ways people save their money for retirement, how different generations have different views...Show More
28- Dividends and Finding the Right Time to Buy Stocks

47:13 | Oct 20th, 2015

After episode 26 we had promised to talk about dividends in more detail. We discuss what dividends are, how they’re paid out to owners, some Econ-101, can a company be recession proof, and if you should hold off on buying stocks right now.Learn more ...Show More
27- Dharma and Being Mindful About Your Money

37:16 | Oct 13th, 2015

We were supposed to talk about dividends this week, but decided to talk about the concept of dharma and finding purpose in the things that we enjoy doing. We also discuss the difference between making a promise to yourself and setting goals. Investin...Show More
26- Reducing Basis With Dividends

30:12 | Oct 6th, 2015

How cool would it be to have a stock portfolio that pays more every year through dividends? Learn one of the few ways to take your money off of the table by buying companies that produce dividends. For show notes and more information visit www.invest...Show More
25- Looking For Events and Buying Companies That Are on Sale

38:33 | Sep 29th, 2015

Phil gives some real life examples of companies that have gone through some sort of event in the past that put it on sale. He also talks about one company that may be in one of these "events" right now. For show notes and more information visit www.i...Show More
24- Finding the Sticker Price and Margin of Safety Calculations

55:08 | Sep 22nd, 2015

Phil and Danielle discuss how to find the sticker price of a stock. Phil also gives a great list of books you should read. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
23- Events, Margin of Safety and Moat Numbers

46:16 | Sep 15th, 2015

Insist on buying stocks on sale. Phil and Danielle discuss what it means for wonderful companies to be in an event and finding margin of safety. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit ...Show More
22- ROIC Rulers: The Management Numbers (Part 2)

49:25 | Sep 8th, 2015

Why does Buffett tend to avoid tech companies? What's a "Risky Biz Portfolio?" Phil and Danielle discuss debt, return on equity, and return on invested capital. For show notes and more information visit www.investedpodcast.comLearn more about your a...Show More
21- The Management Numbers

47:28 | Sep 1st, 2015

Can you tell if the CEO of a company is doing a good job by looking at numbers on a statement? Yes, you can. In these next podcasts Phil and Danielle spend some time discussing what these numbers are and what they mean. For show notes and more inform...Show More
20- Understanding Growth Rates (Part 2)

40:58 | Aug 25th, 2015

Phil and Danielle discuss the remaining growth rates, explain what "InvestED" means to them, and how to find consistent 10% growth. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/...Show More
19- Understanding Growth Rates: Book Value Per Share Growth Rate

44:08 | Aug 18th, 2015

Phil and Danielle discuss the importance of growth rates to judge the quality of a business. Plus, Phil makes a big announcement about the Rule #1 Toolbox. For more information go to investedpodcast.comLearn more about your ad choices. Visit megaphon...Show More
18- Understanding the Business With a 10-K

46:02 | Aug 11th, 2015

Phil and Danielle discuss locating the moat of a company in a 10-K report and recap the 5 different kinds of competitive advantages. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm...Show More
17- How to Read a 10-K Report

53:02 | Aug 4th, 2015

Phil and Danielle read through a 10-K report step by step so you can see exactly what it takes to understand a business. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
16- Justin's Butter and Digging Your Canyon

49:14 | Jul 28th, 2015

Interested in a company, Danielle and Phil take a look at Justin's Nut Butter, the industry and how to dig your canyon. For show notes and more information visit www.investedpodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
15- The Reason Mutual Funds Aren't Mutual

41:14 | Jul 21st, 2015

You have different options when it comes to investing. Phil discusses the realities of mutual funds, hedge funds and indexes. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoic...Show More
14- How to Make Your First Trade

47:41 | Jul 15th, 2015

In this podcast, Phil and Danielle discuss the tools you’ll use for your first trade and types of investment brokerage account options for the new and seasoned investor alike. For show notes and more information visit www.ruleonepodcast.comLearn more...Show More
13- The Dhandho Investor and Taking Minimal Risk

41:17 | Jul 7th, 2015

Phil and Danielle discuss Mohnish Pabrai's book "The Dhandho Investor" and how a person can invest even if they don't have a lot of money to start with. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices....Show More
12- R.U.L.E.R.S. Rule

45:17 | Jun 28th, 2015

Phil outlines, "The Scientific Method for Investing." For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
11- Guns, Harleys, and Cruise Ships

47:55 | Jun 27th, 2015

The joys of investing. What do you love? What do you want to know more about? Ways to make investing fun. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
10- 26 Is The Magic Number

46:43 | Jun 26th, 2015

Mohnish Pabrai has a 26 on his license plate. Buffett should have it, Munger should have it and you should have it too. Find out what it means in this episode. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad c...Show More
09- Buying 10 Dollar Bills for 5 Dollars (Part 2)

31:40 | Jun 25th, 2015

In part 2 of this margin of safety series, Phil goes into the math of buying a business on sale. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
08- Buying 10 Dollar Bills for 5 Dollars (Part 1)

42:24 | Jun 24th, 2015

In part 1 of this 2 part series, Phil and Danielle discuss margin of safety, how to find a company that is on sale and how to value that business. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit...Show More
07- Buy Fear, Sell Greed

34:46 | Jun 23rd, 2015

Phil dispels different stock market theories and discusses why it is possible to beat the market, even though financial advisors will tell you that you can't, because thousands of people have been doing it for years.Learn more about your ad choices. ...Show More
06- The Emotional Stock Market

39:17 | Jun 22nd, 2015

The price of a stock doesn't mean that it equals value. Is diversification a myth? What is margin of safety? For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
05- Is Your CEO a Leader or a Mercenary?

55:54 | Jun 21st, 2015

Why is investing in a business with a great CEO so important? Let Phil Town explain it for you! For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
04- Using Moat and Return On Equity

52:05 | Jun 20th, 2015

How to apply a businesses "Return On Equity" (ROE) to determine competitive advantage. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
03- Finding a Competitive Advantage

45:55 | Jun 17th, 2015

How to find a company that has a competitive advantage and how we know it will be around long-term. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
02- Understanding a Business, Investing With Your Values (Part 2)

45:37 | Jun 17th, 2015

Free resources to help you invest in a business that you understand and love. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
01- Understanding a Business, Investing With Your Values (Part 1)

42:42 | Jun 17th, 2015

Basics of Rule #1 Investing and how to look for a business you might want to invest in. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices
00- Welcome to Invested: The Rule #1 Podcast

17:43 | Jun 17th, 2015

Welcome to Invested! Phil Town and Danielle Town introduce themselves. For show notes and more information visit www.ruleonepodcast.comLearn more about your ad choices. Visit megaphone.fm/adchoices