InvestED: The Rule #1 Investing Podcast
481 episodes - English - Latest episode: about 6 hours ago - ★★★★ - 1.5K ratingsPhil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email [email protected].
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Episodes
276- Four Ms Checklist: Management Analysis Part 4
July 28, 2020 12:00 - 33 minutesManagement is one of the key factors to consider when looking for companies to purchase, and that involves analyzing the CEO’s compensation. You must understand how management gets compensated, and know that they are getting paid for building a better company—not for having a better stock price. This week on InvestED, Phil and Danielle discuss why it’s important for CEOs to get compensated for having low debt, high free cash flow, high owner earnings, and expanding the moat to protect against...
275- Bill Ackman’s Investing Checklist Part 2
July 21, 2020 09:00 - 38 minutesBill Ackman’s checklist is straightforward and reflects the basic principles of Rule #1 investing. But sometimes a company’s story has changed, so you must research further to determine if you need to hedge, or even exit a position. This week on InvestED, Phil and Danielle discuss Ackman’s checklist more in-depth, and explain why keeping things simple is ultimately the best route to go in an investing situation. For show notes and more information, visit www.investedpodcast.com. Learn more a...
274- Bill Ackman’s Investing Checklist
July 14, 2020 17:50 - 25 minutesBill Ackman is a successful investor who we can learn from. Although his checklist slightly differs from the traditional value investing checklist, it still aligns with the principles of Rule #1 investing. He believes that an excellent company is simple and predictable, has a dominant market position, and a limited exposure to intrinsic risk. This week on InvestED, Phil discusses Ackman’s list in-depth, and explains why he has adopted this style of investing himself. For show notes and more i...
273- Four Ms Checklist: Management Analysis Part 3
July 07, 2020 12:00 - 46 minutesAnalyzing management of a company can be mostly subjective, so you must strongly consider the objective numbers—numbers that clue us in to the ability of management to allocate capital properly. This week on InvestED, Phil and Danielle discuss key elements of a quality business, including low debt, high return on invested capital, high free cash flow, and how you can use them to predict a company’s future. Learn more about your ad choices. Visit megaphone.fm/adchoices
272- Options Mistakes and Risks
June 30, 2020 12:00 - 31 minutesFor most investors, options are very risky and cause them to lose money. If you do trade options, remember to think long-term. Don’t panic when your options settle during weekends when the market is closed. This week on InvestED, Phil and Danielle discuss a tragic event that happened to an investor recently, and explain why if you don’t understand options, you should not trade them. For show notes and more information, visit www.investedpodcast.com. Learn more about your ad choices. Visit meg...
271- Four Ms Checklist: Management Analysis Part 2
June 23, 2020 12:00 - 41 minutesManagement is one of the key factors to consider when looking for companies to purchase, but you must analyze more than just the CEO. Excellent management also includes high owner earnings, a growth mindset, and a business that requires less maintenance. This week on InvestED, Phil and Danielle discuss ways Rulers can use these concepts and principles to determine great CEOs of companies so you never have to lose money on your investments. For show notes and more information, visit www.inves...
271- Four M's Checklist: Management Analysis Part 2
June 23, 2020 12:00 - 41 minutesManagement is one of the key factors to consider when looking for companies to purchase, but you must analyze more than just the CEO. Excellent management also includes high owner earnings, a growth mindset, and a business that requires less maintenance. This week on InvestED, Phil and Danielle discuss ways Rulers can use these concepts and principles to determine great CEOs of companies so you never have to lose money on your investments. For show notes and more information, visit www.inves...
270- Four Ms Checklist: Management Analysis
June 16, 2020 12:00 - 44 minutesWhen researching stocks to purchase, it's critical to consider the management of the companies on your watchlist. Not only are you looking for a great leader and someone who lives and breathes their company, but you’re looking for someone who is careful with allocating capital. This week on InvestED, Phil and Danielle dive deeper into ways Rulers can determine an excellent stock to purchase by examining CEOs and the way they navigate their finances. Learn more about your ad choices. Visit m...
269- Company Checklist: What To Do in an Uncertain Market
June 09, 2020 19:15 - 37 minutesIn times of uncertainty in the stock market, many people lead with their emotions and make irrational investment decisions. But this doesn’t have to be the case. Bring it back to the basics, and always consider the Four Ms before purchasing any company on your watchlist: Moat, Meaning, Management, and Margin of Safety. This week on InvestED, Phil and Danielle discuss this checklist, and dive deeper into ways that Rule #1 investors can find a level of certainty and confidence in their decision...
268- Peloton: Company Analysis Part II
June 02, 2020 17:58 - 32 minutesInvesting doesn’t involve gambling or speculation, but it’s how most people approach it. When you're ready to start investing, you must invest with certainty—and you can do so by considering the four Ms. This week on InvestED, Phil and Danielle continue to analyze Peloton, and whether its margin of safety aligns with the basic principles of value investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
268- Peloton: Company Analysis Part 2
June 02, 2020 17:58 - 32 minutesInvesting doesn’t involve gambling or speculation, but it’s how most people approach it. When you're ready to start investing, you must invest with certainty—and you can do so by considering the four Ms. This week on InvestED, Phil and Danielle continue to analyze Peloton, and whether its margin of safety aligns with the basic principles of value investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
267- Peloton: Company Analysis
May 26, 2020 17:17 - 50 minutesWe can’t deny that Peloton is a hot new company that stands out against its competitors, but does that mean it is a good company to invest in? Remember—a great business does not always equal a great investment, and you must consider the 4 M’s when determining the value of a company. This week on InvestED, Phil and Danielle analyze Peloton from an investing standpoint, and whether or not the company aligns with the Rule #1 strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
266- Taking a Position: Buy, Sell, or Wait?
May 19, 2020 12:00 - 35 minutesThere’s a lot of discussion these days concerning this unpredictable stock market during the COVID-19 pandemic. Should investors be buying? Should we be sitting patiently? What we do know for sure is that we must preserve our emotions, think logically, and let the bear market unfold. This week on InvestED, Phil and Danielle discuss their take on the different positions some of the best investors in the world are taking, and how we can learn from their decisions. Learn more about your ad choic...
265- Interview with Bestselling Author Dan Heath
May 12, 2020 12:00 - 42 minutesSo often, we get stuck in a cycle of reaction rather than finding the source of problems that we are faced with. This week on InvestED, Danielle speaks to New York Times bestselling author Dan Heath about his new book “Upstream: How to Solve Problems Before They Happen.” Heath discusses this concept of “upstream problem solving”, and how it relates to investors and companies during this COVID-19 induced recession. Learn more about your ad choices. Visit megaphone.fm/adchoices
264- Berkshire Hathaway Meeting Recap and Implications
May 05, 2020 12:00 - 46 minutesThe Berkshire Hathaway Annual Shareholders Meeting took place on Saturday, May 2, and investors around the world tuned in virtually. The way Warren Buffett was speaking in this meeting was vastly different compared to previous years. What is this implying for investors and the economy? Listen to the podcast today to find out what Warren Buffett thinks about the current stock market climate and how investors should prepare themselves for what’s to come next. Learn more about your ad choices. V...
263- Investing and Amazon
April 28, 2020 12:00 - 43 minutesThe impact COVID-19 has had on service companies around the world is enormous. With consumerism being approximately 70% of the US GDP, nothing is being sold at the level it was except groceries and Amazon products. If you don’t know what to do right now, you might want to seriously consider going into cash and learning to become an investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
262- Market Volatility and Anti Fragile Companies
April 21, 2020 12:00 - 45 minutesAt this moment, many investors have frozen to wait and see what happens next. The safest thing to do right now is watch and research. Which companies are anti-fragile and look to be in good shape? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
261- The Economic Impact on US Airlines
April 14, 2020 12:00 - 42 minutesIt recently became public knowledge that Warren Buffett sold a bunch of shares of these airlines. Why would Buffett sell? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
260- What to do Now
April 07, 2020 12:00 - 48 minutesThis week on InvestED, Phil and Danielle speak to how important it is right now that we are learning to invest like the best investors in the world. As we look into the fog of the future, we can see many variables impact investing. Learn what you need to know and what you should be doing right now as an investor by listening to the podcast today! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
259- Jim McKelvey and The Innovation Stack
March 31, 2020 12:00 - 50 minutesThis week on InvestED, Phil and Danielle are joined by podcast guest, Jim McKelvey the co-founder of mobile payment company, Square to talk about investing and how innovation impacts a company’s success. What does it take for a start-up to turn into a successful business? Listen to the podcast today to find out. For show notes and more information visit www.investedpodcast.com. Interested in getting your own copy of The Innovation Stack? Order it here https://www.jimmckelvey.com. Learn more ...
258- COVID-19 and The Market Crash
March 24, 2020 12:00 - 41 minutesIn this week’s episode of InvestED, Phil and Danielle discuss the market crash and agree that we are in fact seeing an “event” take place due to COVID-19. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
257- Checklist: The Importance of Understanding The Moat
March 17, 2020 12:00 - 37 minutesIn this week's episode of InvestED, Phil and Danielle return to their recent conversation on checklists and their acronym, RULES. Their conversation focuses on the discussion of the "U" letter, Understand. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
256- The Ultimate Investing Checklist
March 10, 2020 12:00 - 37 minutesThis week on the InvestED podcast, Phil and Danielle continue their discussion on checklists revealing the next six points on their list you should know about a company before investing. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
255- Coronavirus: What Does This Mean For The Market?
March 03, 2020 16:15 - 44 minutesLast week the market dropped about 10%. With lots of discussion around the market right now due to these historically low numbers, Phil and Danielle open up their own conversation on the matter. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
254- How to Properly Understand a Business When Investing
February 25, 2020 13:00 - 36 minutesThis week on InvestED, Phil and Danielle continue their discussion on checklists diving into the letter “U” of the “RULES” acronym representing thoroughly understanding a business before investing. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
253- Checklist Radar
February 18, 2020 14:00 - 39 minutesThis week on InvestED, Phil and Danielle dive back into their recent conversation on checklists and introduce the acronym, RULES, that Phil uses to create his own checklist. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
252- New Indicators
February 11, 2020 15:44 - 35 minutesIn this week’s episode of InvestED, Phil and Danielle discuss the ever-changing stock market and the milestone high and lows of the S&P 500 in 2019. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
251- Checklist
February 04, 2020 16:06 - 32 minutesIn this week’s episode of InvestED, Phil and Danielle talk about the importance of creating checklists that are precise, efficient, easy to use under difficult circumstances, do not try to spell out everything and provide reminders about the most important steps. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
250- Events Part 2
January 28, 2020 16:05 - 40 minutesIn this week’s episode of InvestED, Phil and Danielle continue their conservation on what defines an event and the role fear plays in this outcome. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
250- Events (Part 2)
January 28, 2020 16:05 - 40 minutesIn this week’s episode of InvestED, Phil and Danielle continue their conversation on what defines an event and the role fear plays in this outcome. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
249- Events
January 21, 2020 21:02 - 35 minutesSince a majority of the investing world does not believe it’s possible to generate a high return on your investments with low risk, the door is open for the rest of us to find wonderful businesses on sale. What exactly is an event? Phil and Danielle discuss how they define an “event” as well as the role that fear plays in the outcome. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
248- Robert Shiller & The PE Ratio
January 14, 2020 05:00 - 38 minutesThis week’s episode of InvestED, Phil and Danielle talk about how important it is to continue following Rule #1 strategy as an investor in the current market and not act on speculation. It’s important to remain cautious investing in an unclear market. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
247- Wilshire GDP & Printing Money
January 07, 2020 21:28 - 42 minutesIt's 2020 and with the new year comes the pressure to invest. In this episode, Phil explains how important it is to really understand what's happening with the stock market right now, and whether the current stock prices truly represent what's being sold in the US. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
246- New Year's Intentions
December 31, 2019 13:00 - 9 minutesHappy New Year! In this episode of InvestED, Phil and Danielle reflect on the past year and look ahead at what they want to accomplish in 2020. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
245- From the Vault: How to Know What You Don't Know
December 23, 2019 17:05 - 44 minutesWarren Buffett says he is successful because he knows what he doesn’t know. But what does that really mean? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
244- A Hero's Journey
December 17, 2019 22:56 - 40 minutesJust as a hero does, a Rule #1 investor starts as a person in the ordinary world who experiences a call to adventure. They then have to cross the threshold into investing, go through tests, learnings, and many times face failure before they find success. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
240- Quick Questions: Is Cash Okay?
December 10, 2019 13:00 - 36 minutesOn this episode of InvestED, Phil and Danielle answer a "Quick Question with InvestED" by a listener asking if being in cash impacts your overall return. Is it okay to be in cash? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
243- Quick Questions: Is Cash Okay?
December 10, 2019 13:00 - 36 minutesOn this episode of InvestED, Phil and Danielle answer a "Quick Question with InvestED" by a listener asking if being in cash impacts your overall return. Is it okay to be in cash? For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
242- FREE Trades?! Our First Contest!
December 03, 2019 22:07 - 37 minutesIn this week’s episode of InvestED, Phil and Danielle discuss the recent news regarding TD Ameritrade and Charles Schwab. Phil and Danielle also announce a contest... listen to the show for details! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
241- Quick Questions: Bankruptcy
November 27, 2019 00:50 - 41 minutesBankruptcy doesn’t happen overnight - it’s a long time coming. PG&E (Pacific Gas and Electric) is the company that Phil and Danielle discuss and its recent file for bankruptcy. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
240- Quick Questions: Is an “Event” Required?
November 19, 2019 18:20 - 36 minutesIn this episode, Phil and Danielle answer another “Quick Questions with InvestED” left by a listener of the podcast. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
239- From the Vault: Choosing Your Management Team
November 12, 2019 20:08 - 35 minutesSome investors don’t pay attention to this little detail, but as Rule #1 investors, it’s something that matters the most… Management! For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
238- From the Vault: Qualities of a Great CEO
November 06, 2019 00:07 - 34 minutesThis week on InvestED we discuss how to find CEOs and management with integrity and talent. For show notes and more information visit investedpodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices
237- The Practice of Investing
October 29, 2019 20:05 - 40 minutesFor show notes and more information visit www.investedpodcast.com. In this episode of InvestED, Phil returns and Danielle announces exciting news about her new course, Mostly Invested. Learn more about your ad choices. Visit megaphone.fm/adchoices
236- Vitaliy Katsenelson on Budgeting & Success (Part 2)
October 22, 2019 20:32 - 37 minutesFor show notes and more info visit, www.investedpodcast.com. In this episode of InvestED, Danielle learns more about how Vitaliy got involved in investing, and how he got to the level of success he’s at now. Learn more about your ad choices. Visit megaphone.fm/adchoices
235- Vitaliy Katsenelson on Budgeting & Success (Part 1)
October 15, 2019 20:07 - 42 minutesThis week on InvestED Danielle meets Vitaliy Katsenelson, CEO of IMA Financial Group in Denver, Colorado and author of “The Little Book of Sideways Markets.” A fantastic long-term investor, Vitaliy grew up in Soviet Russia and has a fascinating story to share around how he achieved the success he has now. Learn more about your ad choices. Visit megaphone.fm/adchoices
234- Veronica Dagher on the Secrets of Successful Women
October 08, 2019 20:36 - 38 minutesOn this week’s episode of InvestEd, Danielle welcomes a very special guest, Veronica Dagher. Veronica is the host of the podcast “Secrets of Wealthy Women”, a successful Wall Street Reporter, and author of her new book, “Resilience”. For show notes and more information visit www.investedpodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
233- Michael Burry & Index Investing Fears
October 01, 2019 22:25 - 38 minutesThis week Phil and Danielle continue their conversation on famous investor, Michael Burry and his opinion on index funds. In this episode of InvestED, they dig deeper as to why there could very well be a larger problem on the rise in the US market. Learn more about your ad choices. Visit megaphone.fm/adchoices
232- Next Big Crisis
September 24, 2019 19:23 - 35 minutesFor show notes and more info visit investedpodcast.com. This week on InvestED, Danielle and Phil discuss investing circumstances that have created economic downturn in the past, as well as what we think could potentially result in the next big crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices
231- Bridge to Investing
September 17, 2019 20:48 - 31 minutesFor show notes and more information visit www.investedpodcast.com. It’s normal to feel unsure when it comes to investing your money. This week on episode 231 of InvestED, Phil and Danielle talk about their investing beginnings and the common feelings that came with learning Rule #1 investing when they both started investing. Learn more about your ad choices. Visit megaphone.fm/adchoices