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Education
Business
Robert Hunt
The week's financial news is a mess. I clean it up and provide education and fun so that you make the right financial decisions.
Total 102 episodes
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Trading stocks loses its thrill, Should long term investors put 80% into stocks and a Cash management lesson at Robert's corner

Trading stocks loses its thrill, Should long term investors put 80% into stocks and a Cash management lesson at Robert's corner

Trading Stocks Loses Its Thrill: https://www.wsj.com/finance/stocks/trading-stocks-loses-its-thrill-i-would-get-burned-43bab615 Long Term Investors Should Be Plowing 80% of Their Portfolios into Stocks: https://finance.yahoo.com/news/long-term-investors-plowing-80-003109291.html#:~:text=Investors%20should%20be%20putting%20at,portfolios%20in%20equities%2C%20he%20added.  
20:0720/10/2023
Higher bond yields and their implications, how a 77 year old widow was scammed from her life savings and are high cash interest rates the end of financial advisors.

Higher bond yields and their implications, how a 77 year old widow was scammed from her life savings and are high cash interest rates the end of financial advisors.

Higher Bond Yields Likely to Extend Fed Rate Pause: https://www.wsj.com/economy/central-banking/higher-bond-yields-likely-to-extend-fed-rate-pause-53aa56fc 77 Year Old Widow Loses $ 661,000 in tech scam: https://www.cnbc.com/2023/10/08/how-one-retired-woman-lost-her-life-savings-in-a-common-elder-fraud-scheme.html#:~:text=Marjorie%20Bloom%2C%20a%20retired%20civil,fraud%20that%20targets%20older%20adults. With 5% Returns, Financial Advisors Fight Irrelevance: https://sghwm.com/banks-offering-5-percent-returns/  
19:0213/10/2023
Millennials are actually better equipped savers, Should you buy Shrek music royalties and WeWork shares plunge creating new lessons for investors

Millennials are actually better equipped savers, Should you buy Shrek music royalties and WeWork shares plunge creating new lessons for investors

Millenials are on track for retirement: https://www.wsj.com/personal-finance/retirement/millennials-on-better-track-for-retirement-than-boomers-and-gen-x-1aebf00 Buy Shrek Music Royalties: https://www.wsj.com/finance/you-can-now-invest-in-shrek-music-rights-the-same-place-you-buy-stocks-2798a41f WeWork shares plunge: https://www.marketwatch.com/story/wework-shares-plunge-23-following-withheld-interest-payments-2432a4ab#:~:text=WeWork%20shares%20plunged%2023%25%20to,a%20new%20all%2Dtime%20low.  
18:4606/10/2023
Ponzi Scheme Podcaster, do you take the lump sum or the pension payments, and the hedge fund meltdown that rescued your stocks

Ponzi Scheme Podcaster, do you take the lump sum or the pension payments, and the hedge fund meltdown that rescued your stocks

Cash Flow Podcaster makes off with millions: https://www.cnbc.com/2023/09/25/cash-flow-podcaster-made-off-with-millions-in-ponzi-scheme-sec.html Should I take a $ 44,000 lump sum or keep a $ 423 monthly pension?: https://www.wsj.com/personal-finance/retirement/pension-lump-sum-monthly-payment-retirement-f94ad69b?reflink=integratedwebview_share The Hedge Fund Meltdown that rescued your stock portfolio: https://www.wsj.com/economy/central-banking/the-hedge-fund-meltdown-that-rescued-your-stock-portfolio-72cc28d7?st=6c65v16pr0j9k8a&reflink=article_email_share  
18:3129/09/2023
You might be paying too much for your index fund, Goldman wants you to buy a sports team and higher interest rates may be here for a while.

You might be paying too much for your index fund, Goldman wants you to buy a sports team and higher interest rates may be here for a while.

You might be be paying too much for that index fund: https://www.wsj.com/finance/investing/you-might-be-paying-too-much-for-that-index-fund-a2458f24 Goldman's pitch to rich clients: https://www.wsj.com/finance/banking/goldmans-pitch-to-rich-clients-hey-buy-a-piece-of-this-sports-team-5a58746b Higher interest rates not just for longer, but maybe forever: https://www.wsj.com/economy/central-banking/higher-interest-rates-not-just-for-longer-but-maybe-forever-d5891964  
18:3122/09/2023
Indexing is still the best, The secret to saving for retirement and the 11% yield that deserves scrutiny

Indexing is still the best, The secret to saving for retirement and the 11% yield that deserves scrutiny

Indexing Is Still the Best Bet for Investors: https://www.wsj.com/articles/indexing-is-still-the-best-bet-for-investors-stock-market-portfolio-managers-finance-overpriced-returns-ff67fd72?st=xx7y7bhtj2m19q3&reflink=article_email_share The Secret to Saving for Retirement: Start Before You're 20: https://www.wsj.com/personal-finance/retirement/these-teens-opened-roth-iras-before-they-could-even-vote-ad2b2a9d?reflink=integratedwebview_share The 11% Yield That Isn't in Your Mutual Fund: https://www.wsj.com/finance/investing/the-11-yield-that-isnt-in-your-mutual-fund-f8089905?st=msl412y9mxsm9e8&reflink=article_email_share  
17:5215/09/2023
Is it really a great time to be an active investor?, why are mortgage rates so high and saving money on cellphone plans and electricity

Is it really a great time to be an active investor?, why are mortgage rates so high and saving money on cellphone plans and electricity

Active Investing Company: https://www.harborcapital.com/products/etfs/overview/ Why are mortgage rates so high: https://www.nytimes.com/2023/08/26/business/mortgage-rates-housing-market.html Cellphone plan idea: redpocket.com Electricity search: powertochoose.org  
18:0608/09/2023
The exact age you make the best financial decisions, what rich Americans are doing with their money and nuggets from my recent presentation to Streetlights Residential

The exact age you make the best financial decisions, what rich Americans are doing with their money and nuggets from my recent presentation to Streetlights Residential

The exact age when you make your best financial decisions: https://www.wsj.com/personal-finance/the-exact-age-when-you-make-your-best-financial-decisions-2a8163bb?reflink=integratedwebview_share Super-rich Americans are giving up on the stock market: https://finance.yahoo.com/news/super-rich-americans-giving-stock-130000070.html
19:0301/09/2023
Getting famous from market predictions, new EU rules scare indexers, and I confess individual stock picking temptation

Getting famous from market predictions, new EU rules scare indexers, and I confess individual stock picking temptation

How to get famous from stock market crash: https://www.wsj.com/finance/investing/how-to-get-rich-and-famous-from-a-stock-market-crash-6914580a New EU rules threaten US tech giants: https://www.wsj.com/tech/americas-tech-giants-rush-to-comply-with-new-curbs-in-europe-2076ade9 Are at&t and verizon's dividends safe?: https://www.barrons.com/articles/at-t-verizon-dividends-safe-c0977fe1  
19:2125/08/2023
Mom and pop buy gold, Michael Burry of 'Big Short' bets it all on a crash and Bill Ackman shorts the 30 year bond

Mom and pop buy gold, Michael Burry of 'Big Short' bets it all on a crash and Bill Ackman shorts the 30 year bond

When Markets Get Scary, Mom and Pop Buy Gold: https://www.wsj.com/articles/when-markets-get-scary-mom-and-pop-buy-gold-77cf7df3 Michael Burry, of 'Big Short' fame, just bet 1.6 Billion on Stock Market Crash: https://www.cnn.com/2023/08/15/investing/michael-burry-stock-market-crash?cid=external-feeds_iluminar_yahoo Billionaire investor Bill Ackman says he's shorting 30 year Treasury Bills: https://www.cnbc.com/2023/08/03/billionaire-investor-bill-ackman-says-hes-shorting-30-year-treasury-bills.html  
19:1918/08/2023
Bad timing will cost you big, William Bernstein's best advice today and a beer billionaire randomly picks stocks.

Bad timing will cost you big, William Bernstein's best advice today and a beer billionaire randomly picks stocks.

Bad timing cost investors: https://www.morningstar.com/funds/bad-timing-cost-investors-one-fifth-their-funds-returns William Bernstein's biggest risk: https://www.wsj.com/articles/william-bernstein-investor-advice-risk-pillars-db0c0ca1 Beer billionaire randomly buys stocks: https://mail.google.com/mail/u/0/#search/altitude/FMfcgzGtwWJvQjZvPvZWxzrQPdJvkgCQ  
17:0011/08/2023
Is At&t a stock you can pick, investors are feeling bold again and Bank of America may not be your friend

Is At&t a stock you can pick, investors are feeling bold again and Bank of America may not be your friend

1.) At&t jumps after Elliot takes 3 billion stake, sees stock at $ 60: https://www.cnbc.com/2019/09/09/att-shares-jump-after-activist-elliot-management-takes-stake-sees-shares-nearly-doubling.html 2.)Investors are feeling bold again: https://www.wsj.com/articles/tech-stocks-meme-stocks-crypto-investors-are-feeling-bold-again-f158812b 3.) Bank of America ordered to pay 250 million over wrongful fees: https://www.wsj.com/articles/bank-of-america-ordered-to-pay-250-million-over-wrongful-fees-fake-accounts-a39099c5  
21:1821/07/2023
Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards

Financial storm hits commercial real estate, Dividend paying stocks lag, Complex fund names lead to bad outcomes and a Rant on airline credit cards

Financial storm bears down on US commercial real estate: https://www.ft.com/content/658d937f-f804-4656-a9d8-428b9c2c917d Dividend-Paying Stocks Spurned as AI Booms: https://www.wsj.com/articles/investors-spurn-dividend-paying-stocks-as-ai-booms-344f431d Complex Fund Names May be a Warning Sign for Investors: https://www.wsj.com/articles/complex-fund-names-warning-sign-investors-ac49cc2d Are Airline Credit Cards Worth It? https://www.wsj.com/articles/airline-credit-card-perks-frequent-flier-miles-7bc224c8  
20:4807/07/2023
Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff

Baby Boomers love their stocks, Short Sellers have lost $ 120 billion and Warren Buffett proves its ok not to keep buying stuff

Boomers Got Hooked on Stocks: https://www.wsj.com/livecoverage/stock-market-today-dow-jones-06-20-2023/card/boomers-got-hooked-on-stocks-now-they-can-t-let-go--WBfwsJSkJGxjhIEAeOek Short Sellers have lost $ 120 billion: https://www.businessinsider.in/stock-market/news/short-sellers-have-lost-120-billion-betting-against-the-us-stock-market-thats-been-powered-by-the-ai-boom/articleshow/101134290.cms#:~:text=the%20AI%20boom-,Short%20sellers%20have%20lost%20%24120%20billion%20betting%20against%20the%20US,powered%20by%20the%20AI%20boom&text=Short%20sellers%20betting%20against%20the,stunning%20rally%20in%20US%20equities. Frugal Billionaire Warren Buffett drives a 2014 car: https://finance.yahoo.com/news/frugal-billionaire-warren-buffett-drives-143514827.html#:~:text=Benzinga-,Frugal%20Billionaire%20Warren%20Buffett%20Drives%20A%202014,Looks%20For%20Hail%2DDamaged%20Deals&text=Warren%20Buffett's%20choice%20of%20vehicle,drives%20a%202014%20Cadillac%20XTS.  
20:5930/06/2023
Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal

Silicon Valley Bank and First Republic Bank employees' stock losses, Jim Cramer baits me, and International Investing is brutal

When SVB and First Republic Collapes, So Did Their Employees Investments: https://www.wsj.com/articles/when-svb-and-first-republic-collapsed-so-did-their-employees-investments-59ce4715 Cramer Says Trim your portfolio: https://www.cnbc.com/2023/06/21/jim-cramer-says-trim-your-portfolio-and-take-something-off-the-table.html  
19:4123/06/2023
Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run

Wealth management's $ 1 trillion dollar conflict, Calpers ups their VC allocation, and Stock market bulls see room to run

Wealth Management's $ 1 Trillion Conflict: https://www.financial-planning.com/digital-edition/june-2023 Calpers ups VC allocation: https://pitchbook.com/news/articles/calpers-venture-asset-class-tiger-lightspeed Stock-Market bulls see room to run: https://www.wsj.com/articles/stock-market-bulls-see-room-to-run-e71a2fdd  
21:0216/06/2023
You can't hide from AI hype, retirement changes to know and broker steals from his mother

You can't hide from AI hype, retirement changes to know and broker steals from his mother

Nowhere for Investors to Hide From AI Hype: https://www.wsj.com/articles/nowhere-for-investors-to-hide-from-ai-hype-7cb52fd7 Retirement-Savings Changes You Should Know About for 2023: https://www.wsj.com/articles/retirement-savings-changes-2023-1b2e99f0 Ex-Morgan Stanley Broker Pleads Guilty to Stealing from Mom: https://www.advisorhub.com/ex-morgan-stanley-broker-in-texas-pleads-guilty-to-stealing-from-mom/  
20:1509/06/2023
JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.

JP Morgan's new 'elite' wealth unit, fraud by a Morgan Stanley broker and a look back at high flying tech ipos.

JP Morgan Builds Unit for World's Richest Families: https://www.advisorhub.com/jpmorgan-builds-unit-for-worlds-richest-families-in-wealth-bet/ Ex-Morgan Stanley Broker Gets 7.25 years over 7.25 million fraud: https://www.advisorhub.com/ex-morgan-stanley-broker-in-north-carolina-gets-7-25-years-over-7-25-mln-fraud/  
19:4902/06/2023
Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound

Housing bust hits small time investors, emerging market stocks have had a bad run and debt ceiling woes abound

Housing Bust Comes for Small Time Investors: https://www.wsj.com/articles/a-housing-bust-comes-for-thousands-of-small-time-investors-3934beb3 How a Debt-Ceiling Crisis Could Play Out on Wall Street: https://www.wsj.com/articles/debt-ceiling-crisis-wall-street-acc4b5a7  
19:0826/05/2023
My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar

My thoughts on borrowing money, Scott Burns preaches truth about do nothing investing, and Japanese stocks soar

Scott Burns: Investment paralysis isn't to be lamented. It deserves praise. https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=9a5817a5-0bb1-4cc5-827d-4efe4214a9ee&appcode=DMNUAT&eguid=046dba80-c707-4a3e-b26b-5a17d9c415b2&pnum=118# Foreign Investors are back: Japan stocks surge to their highest since 1990. https://www.cnbc.com/2023/05/17/stocks-in-tokyo-highest-since-1990.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail  
18:5619/05/2023
Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.

Cash management strategies I like, Berkshire Hathaway has their summit in Omaha, and ChatGPT causes a ruckus.

Berkshire Hathaway Latest Investor Letter: https://www.berkshirehathaway.com/letters/2022ltr.pdf ChatGPT Is Causing a Stock-Market Ruckus: https://www.wsj.com/articles/chatgpt-is-causing-a-stock-market-ruckus-4b7cc008  
21:0012/05/2023
Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?

Regional bank troubles and stock picking, actively managed etfs, and should you invest in a private debt fund?

WSJ: Investors are piling into active ETFs https://www.wsj.com/articles/investors-are-piling-into-actively-managed-etfs-c9729056 WSJ Getting the Sharp End of the Investing Stick: https://www.wsj.com/articles/private-credit-funds-sharpe-ratio-65b86495  
21:1705/05/2023
Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.

Picking a stock for the year 2048, stocks still aren't cheap (allegedly), baby boomer superiority in market endurance and the dangers of leverage and real estate.

Picking A Stock for the Year 2048: https://www.wsj.com/articles/picking-a-stock-for-the-year-2048-66d90e Stocks Still Aren't Close to Cheap: https://www.wsj.com/articles/stocks-still-arent-close-to-cheap-c0455453 Fearful Millennials Missed Rally: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=28761aeb-87c1-44ac-a308-6d98613bef68&appcode=DMNUAT&eguid=9fe0b614-969c-4de5-b710-9c4b87f430cf&pnum=57# Fire Sale: 300 Million San Fran Tower Mostly Empty: https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea Record High Manhattan Apartment Rents May Not Save Blackstone From Default: https://www.wsj.com/articles/record-high-manhattan-apartment-rents-may-not-save-blackstone-from-default-28de9b49  
18:4228/04/2023
Why it is so hard to beat the stock market, how to pay 0% on your income taxes and what to do when you want to buy gold.

Why it is so hard to beat the stock market, how to pay 0% on your income taxes and what to do when you want to buy gold.

WSJ: Want to beat the stock market? Avoid the cost of 'being human.': https://www.wsj.com/articles/active-vs-passive-index-fund-beat-the-stock-market-58e8bd83 WSJ: How to grab a 0% tax rate: https://www.wsj.com/articles/capital-gains-taxes-how-you-can-grab-a-0-tax-rate-1fcfac39  
20:3821/04/2023
A.I. Struggles to beat the market but knows how to rap, Houston apartment investors get wiped out and Scott Burns warns against 401ks

A.I. Struggles to beat the market but knows how to rap, Houston apartment investors get wiped out and Scott Burns warns against 401ks

A.I. Can Write a Song, but It Can't Beat the Market: https://www.wsj.com/articles/ai-can-write-a-song-but-it-cant-beat-the-market-6df50efd Houston Apartment Owner Loses 3,200 Units to Foreclosure : https://www.wsj.com/articles/houston-apartment-owner-loses-3-200-units-to-foreclosure-as-multifamily-feels-the-heat-fb3d0e75 Scott Burns: Are tax-deferred retirement plans really worthwhile?: https://www.dallasnews.com/business/personal-finance/2023/04/04/scott-burns-are-tax-deferred-retirement-plans-really-worthwhile/  
18:3914/04/2023
Psychologist says investors are afraid right now, the S&P 500 is resilient thanks to tech and excellent quotes from Lynch and Chamath.

Psychologist says investors are afraid right now, the S&P 500 is resilient thanks to tech and excellent quotes from Lynch and Chamath.

CNBC Investors are "pretty afraid right now": https://www.cnbc.com/2023/03/31/financial-psychologist-2-steps-to-cope-with-fear-over-the-market.html S&P 500's Resilience in the Banking Crisis is Largely Thanks to Tech: https://www.wsj.com/articles/s-p-500s-resilience-in-the-banking-crisis-is-largely-thanks-to-tech-654cc621  
20:0507/04/2023
An advertisement you will never hear and what we can learn from the Credit Suisse meltdown.

An advertisement you will never hear and what we can learn from the Credit Suisse meltdown.

Swiss Regulator defends 17 billion wipeout of Credit Suisse bonds: https://www.ft.com/content/4f0c9cc8-192c-4b2b-bd78-4943d23b17a3 Credit Suisse Collapse Burns Saudi Investors: https://www.wsj.com/articles/credit-suisse-collapse-burns-saudi-investors-3f096a07  
17:2824/03/2023
Silicon Valley Bank implodes - what if they listened to the podcast?

Silicon Valley Bank implodes - what if they listened to the podcast?

WSJ-Why Top Washington Officials Chose to Rescue SVB Depositors: https://www.wsj.com/articles/why-top-washington-officials-agreed-to-a-bank-rescue-ef489db8  
19:2717/03/2023
Federal Reserve signals higher rates, can you hang out in cash for a bit and how Cathie Wood can make money while you lose it.

Federal Reserve signals higher rates, can you hang out in cash for a bit and how Cathie Wood can make money while you lose it.

Fed Chair Powell says interest rates are "likely to be higher' than previously anticipated: https://www.cnbc.com/2023/03/07/fed-chair-powell-says-interest-rates-are-likely-to-be-higher-than-previously-anticipated.html Market Timing and Interest Rates: https://awealthofcommonsense.com/2023/03/market-timing-interest-rates/ Cathie Wood's Ark Fund tops 300 million in fees despite losses: https://www.ft.com/content/7930fbf7-d2d6-464c-9ffa-20efcf58e21e  
20:5010/03/2023
*Special* Interview Series: Nelson Hunt - Estate Planning Attorney

*Special* Interview Series: Nelson Hunt - Estate Planning Attorney

www.nelsonhunt.com
37:5307/03/2023
Should you build a treasury ladder, are the growth of index funds distorting markets and the Berkshire Hathaway letter drops!

Should you build a treasury ladder, are the growth of index funds distorting markets and the Berkshire Hathaway letter drops!

Bond ladders are cool again: https://www.cnbc.com/2023/02/27/how-to-build-a-treasury-bill-ladder-to-capture-higher-yields.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Growth of index investing is no threat to market efficiency: https://www.cnbc.com/2023/02/22/growth-of-etfs-and-index-investing-is-no-threat-to-market-efficiency-study-says.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail Berkshire Hathaway Letter 2023: https://www.berkshirehathaway.com/letters/2022ltr.pdf  
20:5403/03/2023
Asphalt entrepreneur sues his advisors, Robert Kiyosaki issues a dire warning and interesting investing data from Peter Mallouk

Asphalt entrepreneur sues his advisors, Robert Kiyosaki issues a dire warning and interesting investing data from Peter Mallouk

Oil Entrepreneur Sues Wells, LPL: https://www.advisorhub.com/oil-entrepreneur-sues-wells-lpl-and-broker-after-5m-securities-based-loan-strategy-backfires/ Robert Kiyosaki warns economy in biggest bubble in history: https://www.yahoo.com/finance/news/god-mercy-us-robert-kiyosaki-230000021.html  
20:1524/02/2023
Income oriented funds that never beat the market, how the average investor actually performs and VC Zombie Funds.

Income oriented funds that never beat the market, how the average investor actually performs and VC Zombie Funds.

Why Investors Are Piling Into Funds That Promise Not to Beat the Stock Market: https://www.wsj.com/articles/covered-call-etf-option-income-jpmorgan-global-x-ff5591f7 CNBC Zombie Funds: https://www.cnbc.com/2023/02/16/rise-of-zombie-vcs-haunts-tech-investors-as-startup-valuations-plunge.html  
21:2317/02/2023
AI and your investments, a ChatGPT song about index funds and are ESG funds a ripoff

AI and your investments, a ChatGPT song about index funds and are ESG funds a ripoff

Chat GTP: https://www.cnbc.com/2023/02/08/what-is-chatgpt-viral-ai-chatbot-at-heart-of-microsoft-google-fight.html Green Funds cost more than you think: https://www.wsj.com/articles/esg-green-funds-cost-three-times-more-than-you-think-11675441245  
20:0910/02/2023
How to leave your financial advisor, Michael Burry says 'sell', are stocks dead next decade and beware of Dopamine hits.

How to leave your financial advisor, Michael Burry says 'sell', are stocks dead next decade and beware of Dopamine hits.

I'm paying my financial advisor 1%: https://www.yahoo.com/finance/m/ee7d8607-7ed6-3250-9f8c-1dd148199c14/i’m-paying-my-financial.html Michael Burry says 'sell': https://fortune.com/2023/02/01/michael-burry-big-short-investor-ominous-warning-stock-market-rally-sell/ It's payback time: https://www.marketwatch.com/story/its-payback-time-u-s-stocks-have-been-a-no-brainer-money-maker-for-years-but-those-days-are-over-11675294598 Morgan Housel: https://collabfund.com/blog/everything-you-cant-have/  
19:3003/02/2023
30 years ago the ETF was born, who is telling you where to put cash and don't let cash be your stuffed animal

30 years ago the ETF was born, who is telling you where to put cash and don't let cash be your stuffed animal

First ETF Launched 30 Years Ago: https://www.wsj.com/articles/the-first-etf-launched-30-years-ago-revolutionizing-investing-11674343914 Rich Customers Pull Money from Banks: https://www.wsj.com/articles/rich-customers-pull-money-from-banks-offering-paltry-interest-rates-11674515636 Jittery Investors Turn to Cash in Hunt for Yield: https://www.wsj.com/articles/jittery-investors-turn-to-cash-in-hunt-for-yield-11674615515  
19:2227/01/2023
Iowa Farmer loses $ 900,000, should you use your parents bank, and international stocks keep cooking.

Iowa Farmer loses $ 900,000, should you use your parents bank, and international stocks keep cooking.

Iowa Farmer's $ 900,000 investing mistake: https://www.wsj.com/articles/regulation-d-private-offering-debt-equity-11673625595 Why more young Americans are breaking up with their parent's bank: https://finance.yahoo.com/news/big-banks-boomers-why-more-140000313.html International Stocks Outperform U.S. Peers: https://www.wsj.com/articles/international-stocks-outperform-u-s-peers-11673960021 Bonus: Davos Elite know nothing: https://www.cnbc.com/2023/01/13/wef-2023-the-davos-predictions-that-did-not-work-out.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
18:4419/01/2023
Rebalancing may not be worth it, JP Morgan gets duped and European stocks start to outperform.

Rebalancing may not be worth it, JP Morgan gets duped and European stocks start to outperform.

The Case Against Rebalancing: https://www.wsj.com/articles/case-against-rebalancing-your-portolio-11673014712 JP Morgan Duped: https://www.wsj.com/articles/jpmorgan-bought-college-financial-aid-platform-for-175-millionand-now-says-most-of-its-users-were-fake-11673470572 European Stocks Are Outshining U.S. Peers: https://www.wsj.com/articles/european-stocks-are-outshining-u-s-peers-11673360451  
18:1012/01/2023
2022 a year in review, rookie traders call it quits and why it is so hard to invest simply

2022 a year in review, rookie traders call it quits and why it is so hard to invest simply

Rookie Traders Call it quits: https://www.wsj.com/articles/rookie-traders-are-calling-it-quits-and-their-families-are-thrilled-11672513272 Why investing is hard: https://www.youngmoney.co/p/investing-hard  
17:0006/01/2023
John Wayne's financial mistakes, our predictions are not that great, and do people actually think financial advice is free?

John Wayne's financial mistakes, our predictions are not that great, and do people actually think financial advice is free?

John Wayne Loses his fortune: https://www.dallasnews.com/news/watchdog/2022/12/16/john-wayne-lost-his-fortune-twice-both-times-in-a-way-you-could-lose-too/ Mirror, Mirror on the Wall, Who knew that stocks would fall?: https://www.wsj.com/articles/hindsight-bias-investing-11671206329 21% of investors don' think they pay investing-related fees.: https://www.cnbc.com/2022/12/19/21percent-of-investors-dont-think-they-pay-fees-heres-why-theyre-wrong.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
21:3223/12/2022
Is your brokerage account safe, social media pump and dump schemes and ensuring you don't fall for financial advertising

Is your brokerage account safe, social media pump and dump schemes and ensuring you don't fall for financial advertising

WSJ: How safe are your investments? After FTX, It's worth checking:  Dallas Morning News: Pump and Dump Scheme: Structured Note Company Advertising:
18:4516/12/2022
International investing might work after all, why aren't you ditching your big bank, and being trapped in a real estate fund

International investing might work after all, why aren't you ditching your big bank, and being trapped in a real estate fund

Wall Street Journal: Investors See Shift in Europe's Fortunes: https://www.wsj.com/articles/investors-see-shift-in-europes-fortunes-11670409163 Wall Street Journal: Why aren't Americans ditching banks https://www.wsj.com/articles/the-42-billion-question-why-arent-americans-ditching-big-banks-11670472623 Wall Street Journal: Investors Yank Money from Commercial Property Funds https://www.wsj.com/articles/investors-yank-money-from-commercial-property-funds-pressuring-real-estate-values-11670293325
20:2509/12/2022
If the world is ending should I still invest, advertising I received and the Federal Reserve makes waves

If the world is ending should I still invest, advertising I received and the Federal Reserve makes waves

Peter Zeihan: The End of the World is Just the Beginning  VantagePointAI: https://www.vantagepointforecasts.com/webinar-ft61633112515549?clickid=wm6oo1metnq8ooqkiqrtnkas&vmcid=%24 CNBC Jerome Powell: https://www.cnbc.com/2022/11/29/stock-market-futures-open-to-close-news.html
19:2502/12/2022
60/40 stock bond troubles, Justin Bieber investing update, Morgan Housel's story and I finally sell my 6 month T-bill

60/40 stock bond troubles, Justin Bieber investing update, Morgan Housel's story and I finally sell my 6 month T-bill

60/40 WSJ Article: https://www.wsj.com/articles/investment-retirement-stocks-bonds-market-11668015638 Justin Bieber buys NFT: https://finance.yahoo.com/news/justin-bieber-paid-1-3-195705336.html Morgan Housel story: https://collabfund.com/blog/a-few-stories-i-like/
19:2218/11/2022
FTX Crypto Fiasco, Why did stocks go up 5%? and Robert's Corner where a 6 month treasury note is purchased

FTX Crypto Fiasco, Why did stocks go up 5%? and Robert's Corner where a 6 month treasury note is purchased

FTX Fiasco Hits Investors From Tiger Global to Tom Brady: https://www.advisorhub.com/ftx-fiasco-hits-investors-from-tiger-global-to-tom-brady/ Dow Surges 1,000 points in biggest rally since 2020 after a lighter-than expected inflation report https://www.cnbc.com/2022/11/09/stock-market-futures-open-to-close-news.html
17:4511/11/2022
Jeremy Siegel's market analysis, I try to sell my brokered CD, and how I arrange my personal finances.

Jeremy Siegel's market analysis, I try to sell my brokered CD, and how I arrange my personal finances.

Jeremy Siegel's Advice: https://www.yahoo.com/finance/news/long-term-investors-absolutely-buy-191000969.html
21:3204/11/2022
How retail traders are doing, Munger's mistake, brokered cds continued and the services I actually use

How retail traders are doing, Munger's mistake, brokered cds continued and the services I actually use

Retail traders down 44% Financial Times: https://www.ft.com/content/406f65f9-8cf3-416f-9171-ea7b8da0348b
19:3328/10/2022
Day traders go back to day jobs, Utility stock troubles and a certificate of deposit strategy to consider.

Day traders go back to day jobs, Utility stock troubles and a certificate of deposit strategy to consider.

Day Traders go Back to Day Jobs: https://www.wsj.com/articles/day-traders-go-back-to-their-day-jobs-as-stock-market-swoons-11666148094 Utility Stocks Stumble: https://www.wsj.com/articles/utility-stocks-stumble-as-treasury-yields-climb-11666058844
18:3721/10/2022
Should you go to cash, alternative assets bleed too and market timing data

Should you go to cash, alternative assets bleed too and market timing data

CNBC: Young, wealthy investors are flocking to alternative investments: https://www.cnbc.com/2022/10/12/young-wealthy-investors-are-turning-to-alternative-investments.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail   CNBC: Cash is king again: https://www.cnbc.com/2022/10/12/cash-is-king-again-as-money-managers-are-in-no-rush-to-embrace-risk-with-fed-raising-rates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
19:0514/10/2022
What to do with cash, trusting brands in finance and a great client question

What to do with cash, trusting brands in finance and a great client question

Bloomberg: Credit Suisse Trust 'Failed Basic Duty' : https://www.bloomberg.com/news/articles/2022-09-04/credit-suisse-court-spat-with-billionaire-kicks-off-in-singapore WSJ: Three Ways you Can Cash in on Cash: https://www.wsj.com/articles/cash-best-interest-rates-on-cash-investments-11664550519
19:0906/10/2022