In this special episode, Mark hosts guests Jon Erickson from Erickson Marine and Geno and Count from KYCR's "Smokin' With Geno and the Count". The group has a roundtable discussion about what it's like to be a business owner and how they don't worry when there's a recession or when the value of their portfolios or businesses they own decrease.
August 12, 2016
In this episode, Mark talks about how the sell discipline is just as important as the investment. He predicts that millennials will become so disenfranchised with investing that they'll move out of the stock market by investing by using robo-investing. Uncertainty breeds volatility, volatility breeds opportunity, and opportunity breeds success. He also discusses top investing concerns.
August 11, 2016
In this episode, Mark talks about how when investors make mistakes, it's not from a prediction, but from something they cannot control - a correction is going to happen, don't try to predict it! Many investors are gambling with their money, but pessimism is needed as a source to allow investments to go higher. He also discusses other financial risks and the S&P.
August 10, 2016
In this episode, Mark talks about the advantages of knowing what you own and why you own it: gifting, the ability to feel safe, and the benefits from a tax standpoint. He challenges listeners to think about the historical returns in their portfolios, how they've done versus their benchmarks, and to not ask about fees. In Dollars & Sense, he discusses a prediction that says the S&P is set to crash at 50%, giving back 5 years of gains.
August 9, 2016
In this episode, Mark tells listeners to not invest in the stock market, but do invest in great businesses. In No Sense, Nonsense, Common Sense, he talks about a quote from Steve Wynn, "The stock market has never been more volatile and stupid gambling game". Mark agrees with Wynn about the stock market and says it's just a tool to buy businesses.
August 8, 2016
In this episode, Mark discusses how owning businesses is the greatest path to wealth creation and sustainability, as well as the importance of cashflow analyses as a way to know how much money you need to be saving and how to invest your money so you can know how to plan for success. He also talks about how to make money with bonds and the pitfalls of bonds.
August 8, 2016
In this episode, Mark talks about investor behavior and how their ignorance and arrogance often gets the best of them and leads to unhealthy skepticism. He also discusses compounds interest and that when you sell and the market continues to rise, you will lose out on compounding interest that your portfolio has been accumulating. But if you have taken the correct steps to invest for success, you have nothing to worry about!
July 28, 2016
In this episode, Mark talks about nailing down the basics in order to be a successful investor. He says you don't have to use difficult models or algorithms to be successful - active management is key, especially when the market is so uncertain. Bond yields are decreasing, the market is slowing down, and people are moving to safety. In order to be successful, you must understand the potential for hiccups in your portfolio if something were to happen. Many businesses and stocks are hitting all-time highs in the US, so people are afraid. He suggests that people should forget what the index is doing, think about the businesses they own, and if you don't know what you own, you should definitely figure it out!
July 26, 2016
In this episode, Mark answers a caller's question about which precious metal he'd recommend purchasing now. He warns investors that metals are extremely cyclical and volatile. Gold is the safety factor and copper will do well when there is an increase in housing and infrastructure. Metals tend to do well when there are currency and manufacturing improvements. Mark also discusses a FINRA report about the financial capability in the US in 2016. Financial situations of Americans has improved this year and Americans are finding it easier to save and pay their expenses. He also talks about other improving statistics over the last few years in relation to Americans' savings habits. Finally, he says that investors still have debt and are still trying to manage budget and cash flow, so if they are saving, they need to make sure they're doing it correctly.
July 25, 2016
In this episode, Mark talks about investor behavior and how investors are too neutral; they should be bullish or bearish. Investing isn't gambling, it's about risk mitigation. If you are going to invest for success you must position yourself in a manner that you can take advantage of the mistakes that others make. He also discusses an Investopedia article in 'Dollars & Sense' about what investors should do when the stock market goes down.
July 20, 2016
In this episode, Mark talks about how "investing in the stock market is nothing more than a gamble". He also answers some common questions investors have about benchmarks and fees.
July 19, 2016
In this episode, Mark talks about how investors get caught up in the news and noise. He also discusses markets around the world, what "beating the market" means, and the unneeded focus on fees in investing.
July 18, 2016
In this episode, Mark discusses the assumed difficulties surrounding investing and the stock markets and that both are not common sense or rational. He also discusses common investor perceptions.
July 14, 2016
In this episode, Mark introduces Nepsis Capital's latest addition, Ken Harpell. In 'Dollars & Sense', they discuss picking stocks and stock dilution.
July 13, 2016
In this episode, Mark discusses the possibility of a second market crash, the housing market, and mortgages.
July 12, 2016
In this episode, Mark answers a question about what the catch behind annuities is. He also discusses portfolio structures, indexes, and the importance of timing in investing.
July 11, 2016
In this episode, Mark discusses maximizing income through your investments. Investors should not look just at the yield, but also capital gains. He also stresses the importance of developing and sticking to an investment plan.
July 7, 2016
In this episode, Mark talks about retirement, stocks, and interest rates. As people get into retirement, they're less interested in growth and more interested in income, so when interest rates are low, people chase yield. Mark warns that this is dangerous and stresses the importance of the process. He advises investors to look at the upsides and downsides and to weigh the risks.
July 6, 2016
In this episode, Mark discusses bonds, including the 10 year treasury bond and what it means for the average investor. He also stresses the importance of not blindly picking investments and how to avoid common mistakes that beginner investors make.
July 5, 2016
In this episode, Mark talks about how people are having such a hard time putting their money to work because they are nervous, fearful, and concerned due to the pressures from the media and news. He also discusses the opportunities investors miss because of lack of flexibility and courage.
June 29, 2016
