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

MI248: Inflation is Here to Stay w/ Tavi Costa

Rebecca Hotsko chats with Tavi Costa about why he thinks the era of easy money is over and value investing is coming back, why he believes we are in a new commodity bull cycle, which commodities he thinks provide the best long term investment opportunities going forward, his thoughts and outlook on the mining, energy, uranium, and agricultural sectors, the reasons behind why Tavi is most bullish on the mining sector, his thoughts on the energy sector and if it will continue to have a third strong year, why he thinks inflation is here to stay and the four pillars of inflation driving this thesis, his checklist for finding great investments in the commodity sectors, his thoughts on the uranium sector, and much, much more! Tavi Costa is a partner and portfolio manager at Crescat Capital. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish.

MI247: Getting in the Game: Investing Early and Often w/ Mark Boyer & Jason Jacobi

Rebecca Hotsko chats with Mark Boyer and Jason Jacobi. In this episode, they discuss their current outlook for the market in 2023, the importance of “getting in the game” and investing early and often, Time tested strategies that investors can use to weather any market cycle, how to determine what mix of assets is right to meet an investor’s goals, what are some of the main behavioral mistakes investors make during downturns, the year-end checklist that investors should review in terms of their financial plan and strategy, what constitutes a well built financial plan or “game plan”, how wealth transfers may greatly impact Millennials going forward and how to incorporate this into their planning, and so much more!

MI Rewind: Impact Investing & Partnerships w/ Zachary Conway & Adrian Grenier

Robert Leonard chats with Zachary Conway & Adrian Grenier about their partnership between Seeds and DuContra Ventures, what impact investing is and why it’s important, what Ducontra looks for in companies wanting to raise capital, how Zach and Adrian ensure their goals are aligned, and much, much more!

MI246: Are The FANG Stocks Dead? w/ Lance Roberts

Rebecca Hotsko chats with Lance Roberts. In this episode, they discuss why the valuation gap between value and growth is wider than ever, why Lance doesn’t think the FANG stocks are dead, how the rise in flows into passive indexing impacts the FANG stocks performance, Lance’s current assessment of the market and his outlook into 2023, how Lance is positioning his investments heading into 2023, his 7 rules to navigate investing in a bear market, the decomposition of returns in the S&P 500, the increasing importance of share buybacks in driving returns, the pros and cons of share buybacks vs dividends for shareholders, and much, much more!

MI245: A Year in Review w/ Rebecca Hotsko

In this episode, Rebecca pulls together clips from some of her favorite interviews over the course of 2022 and shares the biggest lessons and take-aways from these guests, along with some practical take-aways of how to apply this to your own strategy going forward.

MI Rewind: Don’t Ruin Your Financial Future Just For College w/ Barbara Ginty

On today’s show, Robert Leonard chats with Barbara Ginty about how the US ended up in the current student loan crisis it’s in, how she sees the trend of people foregoing college and choosing more unconventional education, what the best strategies and tips are to pay off student debt, and much, much more!

MI244: Mastering Factor Investing w/ Wes Crill

Rebecca Hotsko chats with Wes Crill. In this episode, they discuss how to improve your expected returns through investing in factors, how to think about constructing a well built portfolio using factor ETFs, the differences between single factor vs multi factor exposure ETFs, which combination of factors are expected to produce the highest returns, understanding the tradeoff between expected return and diversification when adding additional factors, a framework to help you evaluate if an investment belongs in your portfolio, the difference between expected and unexpected inflation and are there any assets that hedge against the unexpected, what typically happens to stocks of companies that grow to be the largest in the market, and much, much more!

MI Rewind: Masterclass on Building an Online Course Business w/ Jacques Hopkins

Robert Leonard chats with Jacques Hopkins about his journey as an entrepreneur, how he dealt with failure and applied the lessons he learned to his present business, where to start when building an online course, how to build an audience without an existing following, how to use YouTube and an evergreen funnel, and much, much more!