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Invested: The Rule #1 Podcast

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Phil Town is a hedge fund manager and author of 2 New York Times best-selling investment books, Rule #1 and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.

Phil Town is a hedge fund manager and author of 2 New York Times best-selling investment books, Rule #1 and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.
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Location:

United States

Description:

Phil Town is a hedge fund manager and author of 2 New York Times best-selling investment books, Rule #1 and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.

Language:

English


Episodes

202- The Glass Ceiling

2/26/2019
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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 know Capital Asset Pricing Models. You don't know how to adjust for the Beta. Here’s the bottom line though, all of these things that are taught in the business schools, are BS. We also talk about our upcoming interview with Jacob Taylor and...

Duration:00:32:37

201- Investing Success & Indexing

2/19/2019
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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 mistake and how to fix it. Phil thinks that most of the time mistakes happen because you don’t fully understand something. Phil illustrates this by telling the story of the almond orchard that he purchased. The most important thing that you can do to...

Duration:00:42:15

200- 5 Principles for Inevitable Success

2/12/2019
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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 $160 billion in assets. Ray manages all of his money based on a very strict set of investing principles. He’s been able to achieve phenomenal returns. 18% over the past 36 years. For show notes and more information visit...

Duration:00:43:18

199- Recession Prepping?

2/5/2019
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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 with a ton of debt, there’s potential of recession, potential depression, potential wars, potential riots. A lot of really unpleasant things can happen at the end of a credit cycle when you simply have too much debt worldwide. We also talk...

Duration:00:32:15

198- IPOs & Uber

1/29/2019
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“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 Town This week we discuss why we’re in such a wild stock market. The market dropped 15% and is working its way back up. We've got the “Trump Effect” going on and we're in our 10th year of no recession. That's the longest in American history. We’re also at a Shiller PE that hasn’t been this 140...

Duration:00:42:50

197- Special Guest: Kelly Hultgren, Co-Founder of HerMoney Media Inc.

1/22/2019
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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 financial editor for the NBC TODAY show. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:27:12

196- Risky Market

1/15/2019
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“What makes a stock market dangerous is the fear and emotion that it creates when it drops.” - Phil Town How 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 market will rise again and your investments, especially if you own wonderful businesses, will come out ahead down the road somewhere. Unfortunately, what makes it dangerous is that somewhere down the road has been as long as 26 years. We also...

Duration:00:33:54

195- New Year, New Stock Market Outlook

1/8/2019
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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 stock market) to bet on. We analyze the United States using the 4Ms of investing. We discuss why the average PE Ratio of the S&P 500 for the last 100 years has been about 15. Finally, we talk about how recessions typically cycle and what’s going on...

Duration:00:37:19

194- A Special Merry Christmas Thank You

12/25/2018
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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 holidays and spend time with family. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:05:28

193- What Happened? Amazon and Whole Foods (Part 2)

12/19/2018
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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.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:41:33

192- What Happened? Amazon and Whole Foods

12/11/2018
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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 about your ad choices. Visit megaphone.fm/adchoices

Duration:00:31:00

191- From the Vault: Disrupted: America’s Grocery Industry

12/4/2018
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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.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:40:05

190- Circle of Competence

11/27/2018
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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 show notes and more info, visit ruleoneinvesting.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:28:36

189- Following the Indexes

11/20/2018
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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 financial advisors can’t do it. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:35:33

188- "The Why"

11/13/2018
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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 inflation. For show notes and more information, visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:37:37

187- [Live Q&A] From the Rule #1 Investing Workshop

11/6/2018
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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! For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:54:51

186- Owner Earnings Fiat Chrysler (FCAU) – Part 2 of 2

10/30/2018
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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 your ad choices. Visit megaphone.fm/adchoices

Duration:00:27:58

185- Owner Earnings Fiat Chrysler (FCAU) - Part 1 of 2

10/23/2018
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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 try to understand the company by using owner earnings. For show notes and more information visit www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:28:20

184- Grand Canyon University (LOPE) CapEx

10/16/2018
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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 departments. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:53:00

183- Owner Earnings: Net Change: Accounts Receivable & Accounts Payable

10/9/2018
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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 accounting principles are to be guarded against. For show notes and more information visit: www.investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:48:02