Millennial Investing
Millennial Investing by The Investor’s Podcast Network is hosted by Shawn O’Malley.
This popular podcast has been downloaded over 10 million times and dives into a range of topics from a value investor’s perspective. From the lessons of history’s best investors to breaking down interesting companies, outlining different approaches to stock investing, recapping the most influential investing books ever written, and more — Millennial Investing has everything you need to help you on your investment journey.
Tune in each week and start growing your knowledge and wealth today!
MILLENNIAL INVESTING PODCAST EPISODES
MI254: Market Anomalies Every Investor Should Know w/ Colin Slabach
Rebecca chats with Colin Slabach about what behavioral finance is and how it differs from mainstream financial theory, what behavioral finance helps us understand and the implications it has on markets, the major anomalies that persist in markets and the behavioral explanations as to why they exist, the top behavioral biases investors make and how they impact investing decisions and outcomes, behavioral explanations as to why there are market cycles and deep recessions, Colin’s advice on how we can overcome negative behavioral tendencies, why behavioral biases are hard to profit from in markets, and so much more!
MI Rewind: Tesla Deep Dive w/ Ryan Reeves
Clay Finck chats with Ryan Reeves about Ryan’s overall investment strategy, how he thinks about the valuation of stocks, portfolio allocation, inflation, Tesla’s recent partnership with Hertz, what makes Tesla so special relative to other automotive companies, Elon Musk’s role in the company’s success, the future of the automotive industry, potential risks for investors in Tesla, and much, much more!
MI252: ETF Deep Dive w/ Andrew Kadjeski
Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!
MI Rewind: The Democratization of Finance w/ Seamus Scaring and Carlos Pelaez
Clay Finck chats with Seamus Scaring and Carlos Pelaez about the surge in retail demand in the financial markets, what ETFs are and why we’ve seen an increased interest in them, the benefits of utilizing options in your portfolio, what market benchmarks investors are using, whether the surge in retail demand is here to stay or not, and much, much more!
MI249: Stock Valuation Masterclass w/ Aswath Damodaran
Rebecca chats with Aswath Damodaran about the importance of having an investment philosophy and how to figure out what your investment philosophy is, the difference between having an investment philosophy and strategy, why Aswath believes it’s better to be a generalist than a specialist in one area of investing, what are value drivers and how to apply them in our valuation process, the 5 basic variables we need to value any business, how to convert these value drivers into a DCF or intrinsic value model, the most common mistakes investors make when valuing a company and how to avoid these, Aswath’s test on how to figure out if your growth rate is reasonable, what is the correct discount rate to use, why Aswath doesn’t believe in a “hold forever mentality” of stocks in a value investing approach, how often we should revisit our valuations for companies, how do companies get on Aswath’s radar, and much, much more!
MI Rewind: Investing in China, Emerging Industries, and Affirm Deep Dive w/ Simon Erickson
Robert Leonard and Clay Finck chat with Simon Erickson about Reddit and the Wall Street Bet’s movement, what is happening in China with the crackdown on tech companies, what is happening in the semiconductor industry and why it’s important, the space economy, Affirm’s business model and competitive advantages, and much, much more!