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LIVE - Market Conditions with Simon Handrahan

Join Simon and I as we discuss current market conditions (Sep 3 2023)

Thanks for watching/listening!

If you're interested in Simon's content you can find links to his Substack as well as his Twitter handle below.

Simon’s substack https://www.marginofsafetyinvesting.com

Simon’s Twitter @MOS_Investing

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Brian Feroldi - Invest In Your Mindset

Being human provides a distinct disadvantage while attempting to invest optimally. The issue is, we are emotional. The psychological aspect of investing is one that is discussed often and the ability to control emotion is argued by many to be the single most important aspect of an investor's strategy. For this reason, I thought the subject of psychology in investing may provide a fantastic discussion with one of the great minds of our current day, Brian Feroldi! @BrianFeroldiYT

In this episode, Brian and I discuss;

2:02 What psychological hurdles do investors need to conquer if they are to be successful investors?

4:00 How can investors maintain conviction during a bear market?

7:15 How can investors maintain control over emotions such as FOMO?

10:00 How can investors adjust their portfolios based on their personalities/circumstances?

13:37 How can investors prepare themselves for downside risk?

20:44 Is Brain’s strategy set or does he still tweak it now and then?

22:55 Should we study psychological or technical expertise from great investors?

25:30 Final thoughts and tips from Brian

Thanks for watching/listening!

Being human provides a distinct disadvantage while attempting to invest optimally. The issue is, we are emotional. The psychological aspect of investing is one that is discussed often and the ability to control emotion is argued by many to be the single most important aspect of an investor’s strategy. For this reason, I thought the subject of psychology in investing may provide a fantastic discussion with one of the great minds of our current day, Brian Feroldi!

In this episode, Brian and I discuss;

2:02 What psychological hurdles do investors need to conquer if they are to be successful investors?

4:00 How can investors maintain conviction during a bear market?

7:15 How can investors maintain control over emotions such as FOMO?

10:00 How can investors adjust their portfolios based on their personalities/circumstances?

13:37 How can investors prepare themselves for downside risk?

20:44 Is Brain’s strategy set or does he still tweak it now and then?

22:55 Should we study psychological or technical expertise from great investors?

25:30 Final thoughts and tips from Brian Thanks for watching/listening! If you’re interested in Brian’s content you can find links to his Twitter, e-Book, and courses below!

Brain's Twitter: https://twitter.com/BrianFeroldi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Financial Wellness Course: https://financialwellness.school/

Brian’s e-Book (Free Download!) https://brianferoldi.ck.page/100quotes

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Joe Brown - Macro or Micro?

Regardless if I am interviewing Joe Brown or listening to Joe’s pod “Financial Heresy”, the guy never disappoints!

In this interview with Joe Brown I had the opportunity to pick Joe’s brain on some of the issues that have been plaguing me while developing my investment philosophy. Starting with one of the most important questions that an investor will inevitably ask themselves “should I focus on the macro, or the micro”.

In this episode Joe and I discuss,

03:21 Does Joe Brown prefer a top-down (macro) or bottom-up (micro) approach to investing

08:39 Joe Brown’s thoughts on timing the market

17:10 Where/when can we find opportunity in the stock market?

21:50 Portfolio allocation

31:55 When to rebalance

38:06 What Joe Brown has learned while building his YouTube channel

51:23 What we can learn from successful businesses

Thanks for watching/listening!

Regardless if I am interviewing Joe Brown or listening to Joe’s pod “Financial Heresy”, the guy never disappoints!

In this interview with Joe Brown I had the opportunity to pick Joe’s brain on some of the issues that have been plaguing me while developing my investment philosophy. Starting with one of the most important questions that an investor will inevitably ask themselves “should I focus on the macro, or the micro”.

In this episode Joe and I discuss,

03:21 Does Joe Brown prefer a top-down (macro) or bottom-up (micro) approach to investing

08:39 Joe Brown’s thoughts on timing the market

17:10 Where/when can we find opportunity in the stock market?

21:50 Portfolio allocation

31:55 When to rebalance

38:06 What Joe Brown has learned while building his YouTube channel

51:23 What we can learn from successful businesses

Thanks for watching/listening!

If you are interested in checking out more of Joe Brown’s content, see the links below.

Courses: https://heresyfinancial.teachable.com/bundles/hfu-membership?affcode=1346710_s4rvzz0q

YouTube: https://www.youtube.com/@HeresyFinancial

Twitter: https://twitter.com/heresyfinancial

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Andy Wang - Macro and Micro

What an amazing discussion with a true money master. Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial plans, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, the banking crisis, investing, or personal finance.

In this episode, Andy and I discuss

1:35 inflation, macroeconomics, and The Fed

5:30 Why are banks so sensitive to rate hikes?

11:20 What is Jerome Powell’s plan?

13:20 What happens when the treasury distributes wealth inequitably?

16:09 How can we prepare ourselves financially for an inflationary environment?

24:35 What lessons has Andy learned from recording his podcast “Inspired Money”

29:13 What has Andy learned about success over the years

33:11 Why goals are important

Hope you enjoy the content!

You can find more or Andy’s content here⬇️

https://www.runnymede.com/inspired-money/

What an amazing discussion with a true money master. Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial plans, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, the banking crisis, investing, or personal finance.

In this episode, Andy and I discuss

1:35 inflation, macroeconomics, and The Fed

5:30 Why are banks so sensitive to rate hikes?

11:20 What is Jerome Powell’s plan?

13:20 What happens when the treasury distributes wealth inequitably?

16:09 How can we prepare ourselves financially for an inflationary environment?

24:35 What lessons has Andy learned from recording his podcast “Inspired Money”

29:13 What has Andy learned about success over the years

33:11 Why goals are important

Hope you enjoy the content!

You can find more or Andy’s content here⬇️

https://www.runnymede.com/inspired-money/

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Simon Handrahan - Invest For The Long Run

Check out this great chat with Simon Handrahan of Margin Of Safety Investing! This was a fantastic discussion and one that I am happy to share with anyone who is interested to watch/listen!

In this episode we discuss:

1:36 Simon’s thoughts on Constellation Software

8:00 Serial acquirers

12:57 Why Simon recently purchased stock in Atlas Engineered Products (Ticker:AEP.V)

20:40 Potential benefits of investing in micro cap stocks

26:46 Who has influenced Simon’s investing style the most to date, and what did they teach him

31:22 Simon’s thoughts on investing in a companies with strong management teams such as Brookfield Asset Management, Berkshire Hathaway, or Constellation Software.

Thanks for watching/listening!

Check out this great chat with Simon Handrahan of Margin Of Safety Investing! This was a fantastic discussion and one that I am happy to share with anyone who is interested to listen!

In this episode we discuss:

1:36 Simon’s thoughts on Constellation Software

8:00 Serial acquirers

12:57 Why Simon recently purchased stock in Atlas Engineered Products (Ticker:AEP.V)

20:40 Potential benefits of investing in micro cap stocks

26:46 Who has influenced Simon’s investing style the most to date, and what did they teach him

31:22 Simon’s thoughts on investing in a companies with strong management teams such as Brookfield Asset Management, Berkshire Hathaway, or Constellation Software.

Thanks for watching/listening!

If you're interested in Simon's content you can find links to his Substack as well as his Twitter handle below.

Simon’s substack https://www.marginofsafetyinvesting.com

Simon’s Twitter @MOS_Investing

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Joe Finance Joe Finance

The Best of 2022!

Here it is, a highlight reel for 2022.

I am so grateful to every one of my guests on Tav’s 2 Cents and have learned a ton from each and every one of them!

This episode is a special edition compilation of my favourite moments and learning points from this past year.

Hope you enjoy!

Joe

Here it is, a highlight reel for 2022.

I am so grateful to every one of my guests on Tav’s 2 Cents and have learned a ton from each and every one of them!

This episode is a special edition compilation of my favourite moments and learning points from this past year.

Hope you enjoy!

All the best,

Joe

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Brian Feroldi - Demystifying Finance

What an amazing podcast with Brian Feroldi!

Brian truly is a financial educator and his knowledge shows through in tremendous fashion during this podcast. If your interested in markets, investing, personal finance, and the psychology of money then this is the episode for you. I truly enjoyed filming and listening back to this pod so my hope is that you will too!

What an amazing podcast with Brian Feroldi!

Brian truly is a financial educator and his knowledge shows through in tremendous fashion during this podcast. If your interested in markets, investing, personal finance, and the psychology of money then this is the episode for you. I truly enjoyed filming and listening back to this pod so my hope is that you will too!

If you would like to find more content from Brian (as I am almost positive you will after listening to/watching this pod), you can find his content via the links below. I highly recommend checking out Brian's financial wellness course as it is nothing short of an encyclopedia on how to protect your net worth!

Brain's Twitter: https://twitter.com/BrianFeroldi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Financial Wellness Course: https://financialwellness.school/

Referenced TIP episode featuring Brian: https://www.theinvestorspodcast.com/episodes/how-to-value-companies-like-alphabet-axon-and-figs-w-brian-feroldi/

Thanks for watching/listening!

Joe

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Joe Finance Joe Finance

Andy Wang - Inflation, Investing, and Personal Finance

Inflation, you know the word by now. Inflation forces us to evaluate our finances in even greater detail than before! In saying so, I wanted to find a guest who could help regular people like myself manage inflation on a personal level. I was fortunate enough to find Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial planning, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, investing, or personal finance 👍

If you enjoyed the content, you can find more from Andy here⬇️ https://www.runnymede.com/inspired-money/

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Braden Dennis - The DIY Advantage

What a great interview with Braden Dennis from The Canadian Investor podcast and Stratosphere! I always enjoy talking finance with people who have a great deal of passion and knowledge of financial topics and Braden is no exception! In this podcast Braden and I discuss the importance of passion in what you do (2:25), index funds and portfolio allocation (5:10), some advantages of DIY investing (11:40), ups and downs of starting a podcast or business (15:40), renewable energy (21:50), Braden’s 6 characteristics to look for in a company/investment (30:10), and finally Oil, gas, and commodity businesses (38:19)

If you liked this podcast, you can check out Braden’s content and Stratosphere platform here⬇️

Stratosphere https://www.stratosphereinvesting.com/

The Canadian Investor Podcast https://thecanadianinvestorpodcast.com

Braden’s Twitter https://twitter.com/bradocapital

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Doug B - Portfolio Management

Whether your just getting started, or a grizzled vet, portfolio management will always be essential to your financial goals. Here is a great discussion on the matter I had with a returning guest, Doug B. We talk index funds, actively managed funds, individual stocks, and the importance of establishing a plan! Hope you enjoy!

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Doug B - Dividends

Here’s my chat with Doug B. A DIY investor with over 30 years of experience. In this episode Doug focuses on dividends and provides some fantastic insight into investing, making mistakes, and Canadian tax strategies. Hope you enjoy!

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Simon Handrahan - Value Investing

Simon is a DIY investor with over 15 years of experience! He is a has amassed a following on Twitter of over 6000 followers with his financial insight and wit. In this podcast we discuss strategies for success while investing, how Simon’s perception of “value” has evolved, and individual stocks Facebook/META Platforms (META) and Constellation Software (CSU.TO). Hope you enjoy the pod!

Simon’s Twitter

Simon’s Website

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