InvestTalk
InvestTalk
Nov 27, 2020
11-27-2020 - Best Callers Questions - BLACK FRIDAY Edition
Play • 46 min

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.



Today's Stocks & Topics: Rollover IRA, ETFs or Mutual Funds, Stimulus Effect, Position, Sitting Stocks, Income, 401k, Roth I-R-A, Retirement, Mutual Funds, Selling Short, Credit Card Debt, Blue Chip Stocks, Institutional Ownership, New Investor, 200 Day Moving Average, Support and Resistance Numbers, Pension Plans, Become an Investor Advisor.



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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
Invest Like a Boss
Invest Like a Boss
Sam Marks & Johnny FD
167: 2021 Bitcoin Outlook with Stephan Livera
Stephan Livera is a Bitcoin Podcaster and co-founder Ministry of Nodes. He hosts one of the world's leading bitcoin podcasts focused on the economics and technology of bitcoin. Stephan came to the space in 2013 and started the podcast in 2018, hosting many leading names in the bitcoin world as a means to provide high quality, curated information. Stephan contributes articles, speaks and hosts bitcoin events and conferences. Professionally and previously Stephan worked as an Australian chartered accountant and auditor within financial services. Listen to ILAB 167 on iTunes here or subscribe on your favorite podcast app. Where we are: * Johnny FD – Sri Lanka / IG @johnnyfdk * Sam Marks – Thailand / IG @imsammarks * Derek Spartz - Los Angeles / IG @DerekRadio Sponsor: * Our Crowd OurCrowd investors have access to invest directly, easily, and most importantly, early in pre-IPO companies. Sign up free now * Support Invest Like a Boss: Join our Patreon Discussed: * stephanlivera.com * ministryofnodes.com.au Like these investments? Try them with these special ILAB links: * ArtofFX – Start with just a $10,000 account (reduced from $25,000) * Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) * Betterment – Get up to 1 year managed free * Wealthfront – Get your first $15,000 managed free * PeerStreet – Get a 1% yield bump on your first loan *Johnny and Sam use all of the above services personally. Time Stamps: * 11:13 – How did you get into Bitcoin? * 13:03 – What are you trying to unearth with your podcast? * 16:34 – Do you view Bitcoin as a currency or an asset? * 21:17 – Have you heard of any large funds buy Bitcoin? * 25:45 – Are these long term holds? * 30:43 – Where does it sit as a currency? * 33:57 – Have you heard of any big platforms accepting Bitcoin as payment? * 36:31 – Would it make sense exchanging Bitcoin with a stable coin? * 37:39 – Do you see Banks adopting and dealing with Bitcoin * 41:47 – Has the wallet technology improved as it relates to security? * 47:32 – What do you mean by “self-custody”? * 51:27 – What do you see on the horizon with Bitcoin? * 53:13 – Sam and Johnny review If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2021. All rights reserved. Read our disclaimer here.
1 hr 34 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
InvestED: The Rule #1 Investing Podcast
InvestED: The Rule #1 Investing Podcast
Phil Town & Danielle Town
299- Value Investing in 2021
One of the best things about investing is that it is possible for everyone to succeed—no matter your age, income, gender or IQ.  As a beginner investor, it’s easier to avoid mistakes and decrease risk by investing in companies you are already familiar with, and that have meaning to you.  For example, if you work in the tech industry, it’s going to be much easier for you to understand the goals of a tech company as well as their potential to reach those goals than it is going to be for you to evaluate a company in the pharmaceutical industry. Consider your personal passions, talents, and spending habits. Better yet, map them out using a venn diagram, placing passions in one circle, talents in another, and spending habits in another. Where these three areas overlap is your “Circle of Competence”, reflecting the industries and sectors you have the most knowledge of and where you should start your search for companies to invest in. Over time, you can begin to research companies across various sectors and expand your knowledge-base and comfort zone, but investing within your Circle of Competence is the best place to start. As you embark on your investing journey, remember to stay rational, mindful, and disciplined. It is the only way you will be successful in value investing.  In today’s podcast, Phil and Danielle discuss value investing in 2021, and best practices for investors of all levels to be successful in the stock market. Ensure you always make smart investment decisions with my 3 Circles Exercise Guide. Click here to get started: http://bit.ly/3ozYpkJ Learn more about your ad choices. Visit megaphone.fm/adchoices
41 min
Let's Talk ETFs
Let's Talk ETFs
Seeking Alpha
Ain't Nothing But A 5G Thing: A Deep Dive Into The Top Performing 5G ETF (WUGI)
The focus of a multitude of conspiracy theories across the nether regions of the internet, the returns provided by playing the move to 5G have been anything but fake. According to Esoterica Capital CEO Bruce Liu, the move to 5G is not so much an upgrade to an existing tech cycle as a re-envisioning of the entire tech stack. Investors should take note when Liu discusses anything 5G-related: his firm's flagship ETF, WUGI, has doubled up on peers FIVG and NXTG since launching in late March, returning nearly 100%. Show Notes Show Notes 4:00 - What exactly is 5G? Defining the parameters of the conversation 9:15 - The 5G investing universe: Which sectors stand to benefit the most? 13:15 - "A re-envisioning of the entire tech stack": 5G, the Internet of Things, and autonomous driving 16:15 - Liar, liar, cellphone tower on fire: Why is there so much conspiracy thinking around the move to 5G? 20:00 - WUGI vs. FIVG vs. NXTG: In a space this fluid, does active trump passive? 29:30 - The move to 4G vs. to 5G: All in on the chipmakers (AMD) (QCOM) (TSM) (NVDA); avoiding the handset manufacturers (AAPL) (SSNLF) and networking players (NOK) (ERIC) this time around 38:30 - What's WUGI's research and stock selection process? 43:00 - A word on position sizing 45:15 - How "active" is WUGI? Reviewing annual turnover 50:00 - What are large FAANG type stocks like Netflix (NFLX) and Facebook (FB) doing in the portfolio? 55:00 - A name in the portfolio that will drive performance in the coming year: Meituan (MPNGF) Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
Top Traders Unplugged
Top Traders Unplugged
Niels Kaastrup-Larsen
122 Systematic Investor Episode ft Robert Carver – January 10th, 2021
We’re joined today by Rob Carver to discuss how quant managers compared to discretionary managers in 2020, Winton Capital’s underperformance and resulting loss of AUM, the pressure for successful Trend Following firms to expand into different investment styles, why March & December 2020 were generally the best for Trend Followers despite being so different, how a portfolio combining a few historically successful Trend Following firms has proven to be a very potent investment strategy, navigating negative interest rate environments, how to look at Sharpe Ratios effectively, and how to calculate the ‘Serenity Ratio’ of various strategies. If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels & Rob on Twitter: @TopTradersLive  & @InvestingIdiocy And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Top Traders Unplugged wins award for ‘Best Trading Podcast’ and features among the ‘Top 20 Best Investing Podcasts in 2020’ by The Investors Podcast 🏆 Episode Summary 0:00 - Intro 3:07 - Macro recap from Niels 3:59 - Weekly review of returns 47:20 - Q1; Michael: How many truly diversifying instruments are there, globally? 54:42 - Q2; Bruno: As a futures trader, how do you recommend I manage the cash part of my portfolio? 1:02:30 - Q3; Kyle: What are your thoughts on scaling in and out of positions? 1:08:46 - Q4; Craig: How can Trend Following take advantage of a ‘risk aversion’ environment? 1:14:37 - Performance recap 1:08:45 - Recommended listening or reading this week: Matt Levine's articles Bloomberg, The RInger Podcast: 'Gamblers' & Tim Harford's Cautionary Tales Podcast on the COVID Vaccine Subscribe on:
1 hr 22 min
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