Videos

The Investor Mindset Podcast: Discussions on crypto, inflation, & volatility.

Advisor.Investments tackles a wide-range of topics like crypto, interest rates, investing mindset, speculation, FOMO and the 4% withdrawal rule.

The Investor Mindset Podcast #2: Discussions around preparing for the next Investment Storm..

Advisor.Investments tackles a wide-range of topics:

• 2:00 How does maintaining a low withdrawal rate reduce risk?
• 10:30 Debt Level
• 13:00 Importance of maintaining work skills and contacts
• 16:00 All eggs in one basket
• 20:00 Patience & risk mgmt before high returns
• 22:45 Value analysis over popularity analysis
• 27:40 Avoid reliance on predictions
• 29:50 Avoid choosing investment on past price charts

The Investor Mindset Podcast #3: Discussing Investment Themes, Analysis & Philosophy

Advisor.Investments tackles a wide-range of topics:

• 0:45 What is the overall philosophy?
• 1:55 What are some investment themes you like today?
• 4:15 What are some characteristics of companies you like?
• 16:35 What type of things are you avoiding?

The Investor Mindset Podcast #4

Advisor.Investments tackles a wide-range of topics:

• 0:45 Berkshire Annual Conference take away
• 6:30 When the tide goes out
• 7:50 Long run investment performance and the operations of the business
• 16:55 A good environment for an investment mindset
• 19:05 Stock price based on speculation instead of the underlying business
• 22:25 Parting thoughts from the panel

The Investor Mindset Podcast #5

Advisor.Investments tackles a wide-range of topics such as:

• 0:07    James Introduction
• 2:07     Fed Interest rate changes: Business analysis effects and Housing 
• 4:22     Interest rate changes, market volatility, and client discussions 
• 6:22     Brett’s view and the group chimes in
• 8:12     What discussions are happening at college
• 9:17     The bond market is back on the table
• 10:07   The difference between Bond Funds and Fixed Maturity
• 11:32   30-year bond example
• 14:37   The 60/40 shock
• 15:32   Brett’s 2 books
• 18:17   Viewer question about JOE
• 22:22   Anything interesting about the yield curve
• 25:07   CD’s and Treasuries 
• 29:07   Areas of Avoidance
• 30:07   AI view on Investing vs. Speculation vs. Gambling
• 31:27   Final comments 
• 36:00   The end

Investor Mindset Podcast #6

Discussions on macro trends,  filtering the noise, personal business examples, AI's thoughts on a helpful investor mindset.

• 0:15    James Introduction
• 0:45    DIS and DAT Blog: Mississippi Going Dry
• 1:05    The popularity of macro speculation
• 2:00    Reggie’s thoughts about Macro         
• 4:50    Shane’s thoughts on filtering the noise
• 6:45    James thoughts
• 8:30    James enjoyable consumer business experience
• 9:35    Maggie’s  enjoyable consumer business experience 
• 12:30  Shane’s  enjoyable consumer business experience
• 14:40  Reggie’s enjoyable consumer business experience
• 15:58  James summary
• 17:00   Avoidance as a strategy: We’re not that smart 
• 19:50   Final comments 
• 20:07   The end