Stocks for Beginners
Episodes
Karl Kaufman – American Dream Investing
16 Aug 2021
Contributed by Lukas
Karl Kaufman has years of experience showing others how he makes money in the stock market. He gives seminars and hosts talks at universities, investm...
Mark Lamonica – The Problem With Thematic ETFs
10 Aug 2021
Contributed by Lukas
Mark LaMonica is a Product Manager at Morningstar and a co-host of the Investing Compass Podcast. Mark has robust views on thematic ETFs and what inve...
Andrea Unger - Finding Rules to Invest With.
02 Aug 2021
Contributed by Lukas
Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and ...
Joe Koster – Sorfis Investments
26 Jul 2021
Contributed by Lukas
Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning...
Gil Baumgarten - Don't be FOOLI$H
19 Jul 2021
Contributed by Lukas
Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Finan...
Ian Hunter – Hunter Value Capital
13 Jul 2021
Contributed by Lukas
If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets wi...
Steven Kiel – The Art of Investing
06 Jul 2021
Contributed by Lukas
Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and unde...
Stocks for Beginners Quick Tip - Understanding Asset Classes
30 Jun 2021
Contributed by Lukas
Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and...
Daniel B Kline – Time is on Your Side
24 Jun 2021
Contributed by Lukas
7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve you...
Beer in Front of Investing
11 Jun 2021
Contributed by Lukas
Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zali...
Quick Tip - What's an ETF?
08 Jun 2021
Contributed by Lukas
Doug Morris is the CEO of Sharesight, a portfolio tracking tool for managing your investments and making tax reporting simpler and easier. In this Qui...
Kenny Polcari - A Brief History of the NYSE Pt II 1987 – 2000
02 Jun 2021
Contributed by Lukas
And so the story continues with the Black Monday Crash of 1987 through to the tech boom, Y2K bug and the year 2000."These big Americana blue chip name...
Kenny Polcari - A Brief History of the NYSE Pt I 1980 - 1987
24 May 2021
Contributed by Lukas
So, I’m searching around for my next guest and I come across this guy, Kenny Polcari. I’m looking at this guy and I’m thinking – he’s been o...
WEEKEND WATCHLIST – Chewy (NYSE:CHWY)
15 May 2021
Contributed by Lukas
In this WEEKEND WATCHLIST I was joined by Casey Stubbs from Trading Strategy Guides to discuss Chewy (NYSE:CHWY)"If you know anything about pet o...
Hunter Allemand - Moriah Consulting
11 May 2021
Contributed by Lukas
My guest today is Hunter Allemand Managing Partner of Moriah Consulting. Hunter grew up in a small town of about 600 people with a unique perspective ...
Weekend Watchlist - BIOGEN
08 May 2021
Contributed by Lukas
Welcome to this first episode of Weekend Watchlist. These episodes are designed to take a deep dive into a company and why it might be worth putting o...
Quick Tip - Investing Through the Cycle
29 Apr 2021
Contributed by Lukas
In this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through...
John L. Smallwood - Markets Never Do What We Expect Them To Do
26 Apr 2021
Contributed by Lukas
John L. Smallwood is a Certified Financial Planner™, President of Smallwood Wealth Management, a 6-time recipient of the Five Star℠ Wealth Manager...
Ethan Widell - Value Investing is NOT a death cult
20 Apr 2021
Contributed by Lukas
Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a...
JR Gondeck - Protecting the Wealth of Families
12 Apr 2021
Contributed by Lukas
JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaborati...
Pat Garrett - The Future of Financial Advice
07 Apr 2021
Contributed by Lukas
Pat Garrett is the the co-founder and CEO of Six Park, a leading Australian robo-advice investment management service."Democratization is a word yo...
Stephen Leeb - Gold, As Good As...
29 Mar 2021
Contributed by Lukas
Stephen Leeb, is author of China’s Rise and the New Age of Gold. He says that gold’s rise is just beginning. He thinks all investors, and younger ...
Quick Tip - What's an Index Fund?
22 Mar 2021
Contributed by Lukas
One of the best places to start investing is in an index fund. Robert Farrington from the College Investor explains what an index fund is."That's rea...
Tom Britton - Syndicate Room Startups
18 Mar 2021
Contributed by Lukas
Every company was a start-up at one stage. Tom Britton is the cofounder Syndicate Room, a fund that invests in startups. Tom grew up in Los Angel...
Codie Sanchez - Commerce, Capitalism, Contrarian Investing & Cannabis
09 Mar 2021
Contributed by Lukas
"The first time you put $1 in the stock market you're probably not going to get $100 back immediately. But if you take that dollar and you add more do...
Terri Duhon - Acknowledging Risk in Every Investment Decision
28 Feb 2021
Contributed by Lukas
Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a...
Robert Farrington - Becoming Financially Solid
15 Feb 2021
Contributed by Lukas
Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, unders...
Quick Tip - Technical Analysis Basics
10 Feb 2021
Contributed by Lukas
Have you ever felt confused about those price charts that you see in the news? In this Quick Tip Benjamin Blakeman, The Oracle on Wilshire explains th...
Casey Stubbs - Own Your Own Business, Buy a Stock.
05 Feb 2021
Contributed by Lukas
Casey Stubbs is a 9 ½ year United States Army Veteran and married father of nine. He is a leader in his local church and a successful business o...
Quick Tip - Why you should read company financials
02 Feb 2021
Contributed by Lukas
Companies are not just ticker codes They're real living, breathing entities. Their financial information is freely available and helps you to understa...
Gamestop - The Peasant's Revolt
29 Jan 2021
Contributed by Lukas
It's the story that's taken the headlines away from Presidents and Pandemics and proved that price is the only truth in markets. I spoke with Enrique ...
Nick McCullum - The Finance Data Science Guy
25 Jan 2021
Contributed by Lukas
"When you invest in the S&P 500 index fund you’re making a passive bet on the long term future and growth of large American businesses. You’re...
Quick Tip - Buying Your First Stock
14 Jan 2021
Contributed by Lukas
How do you choose your first stock market investment? Doug Morris the CEO of Sharesight offers some tips about making that first stock purchase.Find a...
Eric Schleien - Do you know what you're doing or are you just gambling?
06 Jan 2021
Contributed by Lukas
"The problem is you have a lot of these young people in Robin Hood, and they're putting $50 on red, hitting red and think oh I'm really smart. so next...
Stephen Clapham - Behind the Balance Sheet
21 Dec 2020
Contributed by Lukas
Stephen Clapham is the Founder of 'Behind the Balance Sheet'. Stephen also just recently wrote a fantastic book called "The Smart Money Method" which ...
Enrique Abeyta - Value Investing is a Death Cult
08 Dec 2020
Contributed by Lukas
"Value investing is a death cult, it’s like cigarettes, based on negative information and playing to your fears, no value stock ever went up cause i...
Benjamin Blakeman - The Oracle on Wilshire
29 Nov 2020
Contributed by Lukas
“It always seemed to me to be much too difficult to analyse the fundamentals of whatever it was that you were trading, because there would always be...
Mark Mitchell - Fixed Income in a World of Low Interest Rates
06 Nov 2020
Contributed by Lukas
With interest rates at historic lows, where can investors put their cash? Older investors need steady income and younger investors may be saving ...
Siddharth Singhai - Ironhold Capital
13 Jul 2020
Contributed by Lukas
Siddharth and I got together to chat about his non-traditional path to co-founding Ironhold Capital, a value based hedge fund based in Manhattan, New ...
Leon Wilfan - Lahardan Financial
22 Jun 2020
Contributed by Lukas
I really enjoyed chatting with Leon Wilfan. We talked about managing risks in markets, not treating investing like a casino and the kind of research a...
Daniel Reyes - Vanguard Investments
03 Jun 2020
Contributed by Lukas
ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed. It was due to a pioneer named Jack Bogle wh...
Doug Morris - Sharesight on-line portfolio tracking
18 May 2020
Contributed by Lukas
I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is i...