Talk Your Book: Investing in Bitcoin
Play • 49 min

On today's Talk Your Book we chat with BlockFi CEO Zac Prince about all things Bitcoin and cryptocurrencies.

Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Value: After Hours S03 E1 GMO's Last Dance, Challenger "O" Ring and Internet-Scale Businesses
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/  Jake's offer: http://farnam-street.com/vah Donate to the FinTwit Value vs Growth War here (it's for a good cause--The American Foundation for Suicide Prevention): https://www.gofundme.com/f/fintwit-war-value-vs-growth About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/5_GQs Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l About Bill: Bill runs Sullimar Capital Group, a family investment firm. Bill's website: https://sullimarcapital.group/ Bill's Twitter: @BillBrewsterSCG ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
1 hr 3 min
The Long View
The Long View
Morningstar
Steve Chen: 'How Do You Deliver Lifetime Income?'
Our guest on the podcast today is Steve Chen. Steve is the founder and CEO of NewRetirement.com, which he describes as a TurboTax for financial planning. NewRetirement advisors also offer one-on-one financial advice and coaching with certified financial planners. Prior to founding NewRetirement, Steve founded venture-backed companies in education and financial services and worked as a consultant at firms including Charles Schwab, Fidelity, and Dimensional Fund Advisors. He also hosts the NewRetirement podcast and contributes to Forbes. Steve received his Bachelor of Science in systems engineering from Boston University. Background Bio NewRetirement.com Retirement Planning “Podcast: Nobel Prize Winner Robert Merton on Fixing Retirement,” by Steve Chen, newretirement.com, July 5, 2018. “The Future of Retirement Planning Is Already Here, It’s Just Not Evenly Distributed,” by Stephen Chen, soa.org, 2018. “Why Retirement Decumulation Is the New Accumulation,” by Stephen Chen, forbes.com, Sept. 30, 2019. “5 Steps to Ensure Your Money Lasts Through Retirement,” by Steve Chen, moneytalksnews.com, Jan. 6, 2021. The Pandemic & Retirement “2021: The Good, The Bad and The Ugly,” by Stephen Chen, forbes.com, Sept. 7, 2020. “Kerry Hannon: Remote Work Trend Benefits Older Workers,” The Long View Podcast with Christine Benz and Jeff Ptak, Morningstar.com, Oct. 21, 2020. “The Most Dangerous Age for Retirement,” by Stephen Chen, forbes.com, Nov. 1, 2020. Spending & Withdrawal Rates “Tax-Efficient Retirement Withdrawal Strategies,” by Stephen Chen, forbes.com, Dec. 17, 2018. “5 Mistakes to Avoid When Shopping for Annuities,” by Steve Chen, newretirement.com, June 27, 2020. “5 Steps for Defining Your Retirement Drawdown Strategy,” by Steve Chen, newretirement.com, June 29, 2020. “The Pros and Cons of Annuities: How to Evaluate Annuities for Your Retirement,” by Kathleen Coxwell, newretirement.com, Sept. 15, 2020. “Karsten Jeske: Cracking the Code on Retirement Spending Rates,” The Long View Podcast with Christine Benz and Jeff Ptak, Morningstar.com, Oct. 14, 2020. Zvi Bodie Social Security & Long-Term Care “The Actual Costs of Long-Term Health Care,” by Kathleen Coxwell, newretirement.com, July 3, 2020. “Changes Coming to Social Security & Medicare: Small COLA and 6 Other New Developments for 2021,” by Kathleen Coxwell, newretirement.com, Oct. 14, 2020. “Serious Medical Crisis: Many Retirees Will Require Long-Term Care, but Few Will Be Able to Afford It,” newretirement.com.
47 min
Panic with Friends - Howard Lindzon
Panic with Friends - Howard Lindzon
Stocktwits
Douglas Boneparth of Bone Fide Wealth on How He’s Making Money for (and from) Millennials (EP.132)
If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!  Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC  howardlindzon.com, bonefidewealth.com  Twitter: @howardlindzon, @dougboneparth, @knutjensen  linkedin.com/in/douglasboneparth  #fintech #invest #investment #venturecapital #stockmarket #finance
54 min
The Intelligent Investing Podcast
The Intelligent Investing Podcast
Eric Schleien
#131 - Jeremy Raper on his 2021 Investment Strategy, SNEX, BWMX, Peabody Bonds, and TikTok Investors
Summary In this episode, I bring Jeremy Raper of Raper Capital back on the show to discuss his 2021 Investment Playbook. We also do a recap of some of the investments from 2020. You can also watch this episode on YouTube. Show Notes 0:37 - Corona Update 1:34 - The easy money has been made, so now what? 2:46 - Market crises 4:51 - Short-term pain 5:59 - 2021 Investing Playbook 10:47 - Stonex Group (SNEX) 12:14 - Junior Canadian Copper Miners 14:27 - SPAC Warrant Arbitrage 15:57 - Hyliion Holdings Corp (HYLN) 16:06 - Nikola (NKLA) Warrant Spread 18:01 - Robinhood Punters 18:46 - TikTok Investors 24:32 - The Oil & Gas Industry 28:46 - Peabody Energy (BTU) Bonds 29:57 - Canadian Smallcaps 30:19 - Looking outside the United States 31:10 - Betterware de Mexico SAB de CV (BWMX) 43:52 - Martin Werner About Eric Schleien Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA. Help Out The Podcast If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page! You can subscribe to the podcast on the following platforms: * Apple Podcasts * Stitcher * TuneIn * Spotify * Podbean * iHeart Radio * YouTube CONTACT ERIC SCHLEIEN Facebook | LinkedIn | Twitter | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com
54 min
Money For the Rest of Us
Money For the Rest of Us
J. David Stein
Is Student Loan Forgiveness A Good Idea?
Should the U.S. cancel $10,000 or more of student loan debt per borrower? What would be the economic and financial impact? Why the student loan system is broken and how to fix it. Topics covered include: * How large and what is the growth rate of U.S. student loan balances * What are the projections for student loan losses * What are the pros and cons of forgiving student loans * What would be the impact on federal finances of canceling student loans * Why the U.S. government is already technically insolvent * How student loan programs should be restructured Thanks to LinkedIn and Policygenius for sponsoring the episode. Show Notes Student Loans Owned and Securitized, Outstanding—Federal Reserve Bank of St. Louise Senate majority gives Biden path to student loan forgiveness by Sylvan Lane—The Hill Schumer pressures Biden to bypass Congress to cancel $50,000 in student debt per borrower by Annie Nova—CNBC Biden will call on Congress to forgive $10,000 in student debt for all borrowers by Annie Nova—CNBC Outreach From Borrowers Could Overwhelm Student Loan System When Pandemic Pauses End by: Sarah Sattelmeyer and Lexi West—PEW Financial Report of the United States Government FY 2019 Warren makes case to Fed chair for canceling student loan debt by Naomi Jagoda—The Hill Student Loan Losses Seen Costing U.S. More Than $400 Billion by Josh Mitchell—The Wall Street Journal Final Monthly Treasury Statement Receipts and Outlays of the United States Government For Fiscal Year 2020 Through September 30, 2020, and Other Periods—U.S. Department of the Treasury Average Student Loan Debt at Graduation by Mark Kantrowitz—Savingforcollege.com Profile Of The Labor Force By Educational Attainment by Vernon Brundage, Jr.—U.S. Bureau of Labor Statistics Millennial life: How young adulthood today compares with prior generations by Kristen Bialkin and Richard Fry—PEW Research Center Forgiving Student Debt Isn’t a Great Stimulus Plan by Noah Smith—Bloomberg Average annual salary of bachelor's degree recipients employed full time 1 year after graduation, by field of study: Selected years, 1976 through 2001—National Center for Education Statistics NACE Salary Survey Winter 2020—National Associations of Colleges and Employers Australia’s student loan problem is a teachable moment for the U.S. by Jason Delisle and Alex Usher—Brookings
24 min
Alpha Trader
Alpha Trader
Seeking Alpha
The 2021 market outlook and some new stock picks - Ryan Detrick and Eddy Elfenbein join Alpha Trader
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with LPL Financial’s Ryan Detrick and Eddy Elfenbein, editor of the Crossing Wall Street blog and portfolio manager of the AdvisorShares Focused Equity ETF (CWS). Before getting into the outlook, Detrick (who was bullish on stocks at the March bottom) puts last year’s remarkable rally in perspective: The reversal from down more than 30% to up in the teens is unprecedented. While some may be tempted to view things as overdone to the upside, Detrick believes the strength we’ve seen is consistent with the beginnings of a years-long bull market. In addition to the positive technical signs he’s seeing, Detrick reminds that even more fiscal stimulus is likely on the way, and the Fed looks to be on hold at zero for quite some time. Given all that, Detrick does acknowledge some bubbly signs in things like IPOs, cryptocurrencies, and certain stocks. He reminds that his long-term bullishness doesn’t mean there won’t be sizable setbacks along the way, but investors ought to consider those downdrafts to be buying opportunities. Elfenbein’s 25-stock Buy List has consistently topped the S&P 500 over the past 15 years (though it did trail by a handful of basis points in 2020). Each year, Elfenbein discharges five names from the list, and adds five others. Out this year, are Becton, Dickinson (BDX), Eagle Bancorp (EGBN), Globe Life (GL), Hormel Foods (HRL), and RPM International (RPM). Four of the names were notable underperfomers in 2020, so like any good portfolio manager, Elfenbein isn’t shy about cutting losers (and letting his winners run). Maybe more interesting are the additions: Abbott Labs (ABT), HEICO (HEI), Miller Industries (MLR), Thermo Fisher Scientific (TMO), and Zoetis (ZTS). Peter Lynch said to look for companies that do something dull, says Elfenbein introducing perhaps everyone to Miller Industries. Based in Ooltewah, Tennessee, Miller makes and sells towing and recovery equipment. The company experienced a Covid-related slowdown in business in 2020, and the stock was similarly punished. Its recovery bounce since has been limited. Elfenbein likes management, likes the business’ “moat,” and likes that exactly zero sell-siders cover the name despite the company’s strong long-term success. There’s plenty more, including a discussion of the 10-year yield rising above 1% for the first time since March, whether the dollar is set up for contrarian bounce higher, and why it’s always a better idea to look for good stocks to own rather than trying to time a bubble. Learn more about your ad choices. Visit megaphone.fm/adchoices
44 min
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
KKR, MCFT and The CLCT/NLAB Saga w/ Yaron Naymark, 1 Main Capital
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron "makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause investors to revalue an investment in the near term." This week we dive deep into a few specific companies:  * KKR * RCI Hospitality (RICK)  * Mastercraft (MCFT) * Malibu Boating (MBUU)  We also discuss the two latest minority shareholder sagas penetrating the FinTwit universe:  * Collectors Universe (CLCT) * Enlabs, Inc. (NLAB) I also enjoyed our conversation on position sizing, risk management, and how to analyze errors of omission. Then we ended the podcast dreaming about having dinner with the one and only, Bill Gates.  Here's the time-stamp:  * 1:09 - Yaron’s Background * 11:18 - Selling Too Early: Xpel, Inc. * 27:07 - Robinhood/FinTwit Traders * 37:43 - CLCT & NLAB Buyout Hysteria * 51:42 - The RCI Bull Thesis * 62: 51 - The Future of RICK * 74:35 - Water Sports (MBUU, MCFT) * 81:33 - COVID & Boating Thesis * 86:37 - KKR Bull Thesis * 98:19 - Closing Questions If you like Yaron's philosophy on investing and want to learn more, you can find more information here:  * Yaron's Twitter * 1 Main Capital Website
1 hr 42 min
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