The #1 podcast about value investing.
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Vår vision är att Value Investing ska dominera sparandet. Den här podden är en del i denna vision. Alla vet att man bör investera för framtiden. Men var? Och hur? Hur mycket är tillräckligt? Går det att kombinera trygghet med hög tillväxt? Hur lång tid behöver man ha på sig? Det är just den här sortens frågor du vänder dig till oss med. Vi hjälper dig med både rådgivning och aktiv förvaltning av dina tillgångar. Merparten av våra kunder är företagare i ägarledda bolag. Med tiden har vi bl ...
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Helping Investors Fulfill Fiduciary Responsibilities
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
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Want to learn about stock market investing, understand risk and reward of the stocks you buy, learn how to do in-depth fundamental analysis and more? Modern Value Investing with Sven Carlin Podcast covers a variety of investing topics that will help you reach your financial goals.
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Bienvenido al podcast de Value School, un proyecto educativo y de divulgación con el que aprenderás a ahorrar y a invertir de forma reflexiva e informada. Visita www.valueschool.es para acceder a todos nuestros recursos gratuitos e informarte sobre nuestros cursos y conferencias sobre finanzas personales y value investing. Descubre los principios de las finanzas personales responsables y conviértete en un inversor consciente.
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Investieren lernen - Aktien, Geldanlage, Trading, Investing, Immobilien, Vermögen, reich werden, passives Einkommen, Trading, Momentum, Value, Optionen, Börse, Anleihen, Geld anlegen, Bitcoin, Crypto ...
MONEY MASTERS by Robert Beck: Aktien, Geldanlage, Altersvorsorge, Investing, Immobilien, Vermögen, reich werden, passives Einkommen, Trading, Momentum, Value, Optionen, Börse, Anleihen, Geld anlegen, Germany
<<< Mit diesem Podcast wirst du zum Investing-Meister. Du lernst Finanz-Ninja-Techniken und wirst so zum Investing-Samurai! Die Hosts Robert und Erich kombinieren ihre Japan-Expertise mit effektiven Methoden und Tricks im Bereich des Vermögensaufbaus. >>> Podcast zu Themen wie Aktien, Anleihen, Immobilien, Investieren bzw. Investing, Geldanlage, Finanzen meistern, usw. Es gibt unendlich viele Meinungen zum Thema Investieren. In dem Dschungel an Informationen ist es sehr schwierig, den richti ...
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Uncovering the winning stocks of enduring enterprises | Seeking Alpha since 2013 | Substack since 2023 Podcast Episodes: Season 3.0 - Quality Value Investing; Season 2.0 - Career Building; Season 1.0 - Goal Setting.
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Why I love investing?
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Hey! We’re Get That Bread where we discuss, teach and employ value investing strategies with real-life examples. Our goal is to equip those folks who never went to business school or pursued a career in finance with a common-sense framework that has generated compelling returns for practitioners. We want to give you the tools to analytically breakdown a stock just like the guys and gals on Wall Street. Ultimately, through these episodes, we hope you make better and more informed investment d ...
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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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My opinions about stocks
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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Eric Clark
Mega-Brands is a podcast for investors, traders, and brand marketers; Financial Advisors & investors who want to keep track of the most powerful mega-trends happening around the globe. In these podcasts we discuss the $50 trillion/year global consumer spending theme as well as other trends like: Artificial Intelligence, Digitization, and the Experience Economy. Let's make some money investing in Mega-Brands! https://www.globalbrandsmatter.com
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https://traffic.libsyn.com/secure/intellectualinvestor/It_Is_Not_the_Cards_You_are_Dealt__But_is_How_You_Play_Them_v1_2025-03-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWT…
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Tony and Cameron explore the market's recent volatility and recovery, examining key performances in both their Australian and US portfolios. They dive deep into the curious case of Ramelius Resources, dissecting the company's recent series of announcements that puzzled investors and raised questions around transparency and disclosure practices. Oth…
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¿Sigue siendo un buen momento para comprar oro?
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1:10:31Desde el inicio de su tercer gran rally alcista tras el fin del patrón oro en 1971, el precio del oro ha experimentado un aumento de más del 60 %. Esto ha llevado a muchos a preguntarse si después de estas rentabilidades extraordinarias sigue siendo un buen momento para invertir. En esta ponencia, Gustavo Martínez analizará las razones que le lleva…
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15 Hur ett rikare liv är mer än bara pengar
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28:06Vad innebär ett rikare liv egentligen? I detta avsnitt gräver vi djupare än plånboken och visar hur smarta, långsiktiga investeringar kan bli en katalysator för både ekonomisk framgång och personlig lycka. Vi ger oss in i kraften av ränta på ränta, betydelsen av tålamod och en solid strategi, men också hur dessa principer länkas till det som verkli…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Hartford Schroders U.S. Mid Cap Opportunities Fund (SMDVX). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c71…
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Research Platform: Join As Yearly Earnings Come In (Theses Rewrites)
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6:13It is a great time to join my research platform as yearly earnings come in and I rewrite the investment theses for the covered stocks for 2025.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Anal…
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S10, Ep 3: February 2025 Dynamic Brands Commentary
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25:00I discuss the February results for the brands strategy, what worked and what lagged. Which style factors and sectors are being rewarded and which ones are lagging. I talk about what could be driving the current market volatility, how long it could last, and what's driving it. Uncertainty is driving everything right now. Perhaps the Trump administra…
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Tales from the trading desk & the evolving behaviour of stock markets
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22:58In episode, Alison Savas interviews Antipodes' senior trader, Steve Sevier. Key Times: Steve reflects on trading through the mid 2000s: 2:00 A trader's day: 4:00 The evolution of stock markets - who can move markets today? 6:40 The implications of trend chasing, increased retail participation, and shortened investment horizons: 10:00 What can chang…
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Hershey Stock Analysis - Too Much Love For Chocolate...
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5:42Hershey HSY stock analysis for 2025 - HSY stock is down 50% from its peak 2 years ago which might have been a bit too much exuberance related to future growth. Things look better now, normalized but still not cheap.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH…
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JDE Peets Stock (AMS: JDEP) International Deep Value with 4.5% Yield
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11:24JDE Peets stock with the price to free cash flow of 10, and a good dividend yield plus the growth of the coffee sector can be called an international deep value stock. here is the analysis of JDE Peets stock, enjoy.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH…
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https://traffic.libsyn.com/secure/intellectualinvestor/Q_A_Series-_Diversification_and_Position_Sizing_in_Investing_v1_2025-03-06.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QW…
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🤔 ¿Por qué NADIE quiere tener HIJOS? CRISIS MUNDIAL de NATALIDAD | Alejandro Macarrón | Podcast 3x02
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1:08:12Alejandro Macarrón Larumbe es ingeniero de telecomunicación por la Universidad Politécnica de Madrid y Executive MBA por la Madrid Business School – University of Houston. Es coordinador del Observatorio Demográfico del CEU-CEFAS y autor de dos libros sobre la materia: El suicidio demográfico de España (2011) y Suicidio demográfico en Occidente y m…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Carvana (CVNA). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bo…
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https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Advantages_of_Investing_from_NOT_New_York_City_v1_2025-02-26.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlq…
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La inquisición desconocida. El Imperio español y el Santo Oficio
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1:24:37La Inquisición española fue una mezcla de agencia de espionaje, unidad de asuntos internos y fuerza de orden público que, aunque tuviera como objetivo prioritario la persecución de delitos religiosos, acabó convirtiéndose en un brazo «político» de la monarquía hispánica. A lo largo de esta sesión conversaremos con Mercedes Temboury Redondo sobre su…
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Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Manning & Napier Disciplined Value Series Fund (MDVWX). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d…
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https://traffic.libsyn.com/secure/intellectualinvestor/DeepSeek_Breaks_the_AI_Paradigm_v1_2025-02-19.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…
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Danaos - A story about investing in shipping stocks!
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7:51Danaos stock analysis but also a perspective on the risks and rewards of investing in shipping stocks.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.g…
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Return stacking: diversificación sin sacrificio
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2:02:17Return stacking es una estrategia innovadora que transforma la diversificación en una herramienta no solo para reducir el riesgo, sino para maximizar rentabilidad. A lo largo de esta sesión, Rafael Ortega Salvador, introductor de esta estrategia en España, nos explicará cómo el Return stacking está revolucionando el diseño de carteras y la asignaci…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Spotify (SPOT). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bo…
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Introducción a la optimización fiscal. La ‘Teoría de las banderas’
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1:42:29A lo largo de esta sesión Adrián Pérez nos hablará sobre posibilidades de optimización fiscal especialmente interesantes para inversores y personas que estén pensando en vivir una vida de independencia financiera. También nos presentará la ‘Teoría de las Banderas’ y qué puede hacer por cualquier persona que busque una mayor libertad y quiera alcanz…
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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_245_-_Escaping_Stock_Market_Double_Hell_v1_2025-02-12.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value …
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Amazon (AMZN). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74ad1a;bor…
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Creatividad, inspiración y cómo enamorarte de tu vida | Jesús Alcoba | Value School 3x01
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1:24:16Jesús Alcoba es un autor y conferenciante reconocido por sus aportes en liderazgo, innovación y desarrollo personal. Doctor en Estrategia y director creativo en La Salle Campus Madrid, combina su sólida formación académica con su habilidad para comunicar ideas transformadoras. Entre sus libros más destacados está La brújula de Shackleton, un éxito …
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14 Konsten att sälja vid rätt tidpunkt
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25:26Att sälja kan vara lika avgörande som att köpa – men hur vet du när det är dags? I detta avsnitt bryter vi ner de kritiska ögonblicken när du bör överväga att sälja, oavsett om det handlar om förändrade förutsättningar, behov av likviditet eller att undvika ökade risker. Vi ger dig skarpa tips för att undvika kostsamma misstag, manövrera smart geno…
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Does Value Investing Make Sense Anymore
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10:08Does it make sense to value invest at all when stocks only go up? The market seems to defy gravity and stocks keep going up giving returns above 10% per year for the last 15 years. It seems there is no end in sight and therefore it might be best just to index in the S&P 500 and do something else...Want to know more about what I do? https://goo.gl/M…
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Are You A Value Investor 10 Questions
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10:43Value investors are born says Warren Buffett. So, here are 10 questions to help you determine whether you are a value investor or not.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for …
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https://traffic.libsyn.com/secure/intellectualinvestor/Embracing_Stock_Market_Stoicism_v1_2025-01-28.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing –…
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S10, Ep 2: +6.85% January - Dynamic Brands Portfolio Update
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23:04The Dynamic Brands strategy had a great month, handily outperforming the S&P 500 by 400bps. Tech was the worst performing sector, Healthcare the best. In this month's portfolio update, I talk about what worked and what lagged, what to expect from the Trump Tariffs and how to make the VOL your friend not your enemy. I covered how the brands portfoli…
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Tarjetas revolving: la trampa que llevas en el bolsillo
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1:01:49Las tarjetas revolving son un producto súper rentable para las financieras. Sin embargo, sus características, todavía son muy poco conocidas. Son productos poco transparentes, que enganchan a sus clientes ocultándoles sus verdaderas condiciones. Tanto es así, que se calcula que el 75% de sus titulares desconoce que tiene una, lo cual es tremendamen…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Quantum Computing (QUBT). #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:…
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Inconfiscable. Cómo proteger tu patrimonio portátil y secreto
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1:05:05Inconfiscable es un viaje revelador al corazón de un cambio histórico: la transición hacia un mundo donde la propiedad privada puede ser realmente inconfiscable. A través de las voces de pioneros y referentes del ecosistema Bitcoin en España, Argentina y Colombia, el documental explora las raíces de un sistema que busca proteger la riqueza frente a…
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Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)
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32:37Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00…
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Bajo tierra, la increíble aventura de la extracción de minerales
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1:05:39A lo largo de la historia el dominio de las minas y los metales ha sido clave para gobiernos y grandes corporaciones. Hoy, el mundo se dirige lentamente hacia una desglobalización donde países como Rusia e India tratarán de ocupar un lugar importante en el nuevo mapa multipolar y donde la humanidad, embarcada en una transición energética sin preced…
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https://traffic.libsyn.com/secure/intellectualinvestor/Thoughts_from_the_Consumer_Electronics_Show_v1_2025-01-15.mp3 📩 Join 93,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Utilities Sector. #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#74a…
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Kraft Heinz (KHC) Buffett's big mistake or a buy now
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11:23Kraft Heinz stock or KHC can be discussed as Buffett's big mistake where returns since purchasing have been lower than Buffett might have expected. However, we are where we are now with an interesting yield and a strong ketchup, sorry, brand.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and resea…
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Market Short-Term Voting vs. Long-Term Weighting
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8:53Benjamin Graham Introduced the key value investing concept where mr.market is a voting machine in the short term and a weighting machine in the long term.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ide…
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Apple stock intrinsic value is $100, just the reason why Buffett sold.Want to know more about what I do? https://goo.gl/MQG2k5Full-time independent stock market analyst and researcher!STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)Stock Ideas and Analyses for The Small Investor:https://goo.gl/GdKEoeI am also a book author:…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Backbone Of Our Future. #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 18px;border-color:#7…
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Fondos monetarios un escudo contra la inflación
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1:07:53Los fondos monetarios son productos de ahorro con los que obtendrás por tu dinero el rendimiento que ofrezca el Banco Central Europeo por la liquidez. Relegados al olvido durante los lustros de intereses cercanos a cero y hasta negativos, estos productos vuelven a formar parte de las carteras de los ahorradores e inversores por sus interesantes pro…
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13 Makro- och mikroanalys för att hitta vinnare på marknaden
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44:53I detta avsnitt går vi rakt på kärnan av framgångsrikt investerande: makro- och mikroanalys. Hur påverkar globala faktorer som räntor och inflation dina möjligheter att hitta nästa stora vinnare? Och hur kan en skicklig mikroanalys – att dissekera bolagens fundamenta, avslöja dolda konkurrensfördelar och förutsäga lönsamhet – bli ditt hemliga vapen…
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CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Salad Is Not Good For Your Portfolio. #btn_1_de9144a2b5c0d161ad32ceb1eb75c718 .text {font-size:16px;color:#ffffff;font-family:"Helvetica Neue", Helvetica, sans-serif;font-weight:normal;}#btn_1_de9144a2b5c0d161ad32ceb1eb75c718 {padding:18px 1…
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