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INVESTOR IN THE FAMILY Radio

Updated 4 days ago

Business
Investing
News
Business News
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This podcast exists to help you learn to invest and better provide financially for you and your family. Currently, we are focusing on building our own, personal Berkshire Hathaway. I'm more excited about this than any other business project I've undertaken. Join us only if you're serious about becoming one of the best investors in the world.

Read more

This podcast exists to help you learn to invest and better provide financially for you and your family. Currently, we are focusing on building our own, personal Berkshire Hathaway. I'm more excited about this than any other business project I've undertaken. Join us only if you're serious about becoming one of the best investors in the world.

iTunes Ratings

113 Ratings
Average Ratings
104
5
1
2
1

Must listen

By YKZZ - Sep 21 2016
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For anyone keen to learn - at any level of investment proficiency

A must listen

By Heathercf - Sep 14 2016
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Informative podcast, excellent guests. Highly recommend.

iTunes Ratings

113 Ratings
Average Ratings
104
5
1
2
1

Must listen

By YKZZ - Sep 21 2016
Read more
For anyone keen to learn - at any level of investment proficiency

A must listen

By Heathercf - Sep 14 2016
Read more
Informative podcast, excellent guests. Highly recommend.
Cover image of INVESTOR IN THE FAMILY Radio

INVESTOR IN THE FAMILY Radio

Updated 4 days ago

Read more

This podcast exists to help you learn to invest and better provide financially for you and your family. Currently, we are focusing on building our own, personal Berkshire Hathaway. I'm more excited about this than any other business project I've undertaken. Join us only if you're serious about becoming one of the best investors in the world.

Rank #1: 205 - AbbVie: Remarkable 700% Return Potential Over Next Decade (Dividend Sensei)

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According to Dividend Sensei, AbbVie is the Apple of the pharma world. Thanks to a powerful pipeline and great management it has the potential to return 700% over the next 10 years.

Aug 16 2018

35mins

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Rank #2: 163 Mark Hibben - How I Find Great Investment Ideas

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Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

http://diyinvestingsummit.com

The summit is free for a limited time and begins Tuesday, June 27th.

http://diyinvestingsummit.com

Jun 24 2017

15mins

Play

Rank #3: 199 - Banks, Trade Wars, And The Next Great Opportunity (Chris DeMuth)

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Government Policy has played a huge role in 2018 including tax reform, regulation reform, and trade wars. Chris talks to Brian about how to make sense of it all and where to find opportunities.

Jul 07 2018

35mins

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Rank #4: 146 Bret Jensen - Upcoming Catalysts For Biotech (PLUS: 2 Small Cap Picks)

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Biotech update from Bret Jensen.

http://investorinthefamily.com/

  • Outperforming market in 2017 after 18 month bear
  • Big uptick in M&A in Jan
    • 3 big deals
  • Feb and Mar have been fairly flat
  • Lots of resistance technically
    • Need an uptick in MA or earnings to break through
    • Expect the uptick to happen in MA
  • Watch Trump’s actions and not words
    • Has appointed 2 free market minded people (FDA,
    • Proposed to double fees for drug approval
    • Watching repeal and replace of ACA
      • Needs to happen before tax and regulatory reform
      • Expect the repeal to happen by April or May
  • Ocular Therapeutix (OCUL)
    • Trigger event in July, new product for cataract surgery
    • Insider buying
  • Omerisk (OMER)
    • OMS721
    • Priced at just over $10 w PTs in the $30
    • Next trigger event in few years

Mar 29 2017

14mins

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Rank #5: 173 - How To Become A Great Investor With AAII (Wayne Thorp)

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You've probably heard of AAII before, perhaps you're even a member, but do you realize how much value is really available there?

This is not a sponsored episode, but an opportunity to help investors better understand great resources that are available.

In the end, Wayne even offers to give away memberships to people who want them. More info on how at the end of the show.

Enjoy!

Links: aaii.com 

Apr 25 2018

43mins

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Rank #6: 139 Bret Jensen - How I'm Positioning My Portfolio For 2017

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Bret Jensen is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, two of the questions I asked Bret what his "State of the Markets" address to DIY investor would be and how is he positioning himself for 2017. Below is an excerpt from the interview and a summary of his response.

Bret's "State of the Markets" and positioning for 2017...

  • Expects 2017 to be a lot like 2016 with lots of unknowns in the world.
  • China and the new administration are both bit question marks.
  • Biotech and Pharma gains are sustainable as they exit a bear market.
  • The market is fairly to slightly overvalued, domestic small caps should do well.
  • Infrastructure and yield stocks are overvalued.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Bret's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Enjoy the full interview with Bret and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

Join Bret at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Companies mentioned in Bret's interview: Amicus Therapeutics (FOLD), Ocular Therapeutix (OCUL), Adamas Pharmaceuticals (ADMS), ACADIA Pharmaceuticals (ACAD), Synergy Pharmaceuticals (SGYP), Exelixis (EXEL), Cara Therapeutics (CARA), Aerie Pharmaceuticals (AERI), Health Insurance Innovations (HIIQ), Biotechnology (IBB), and S&P 500 (SPY)

Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Jan 20 2017

8mins

Play

Rank #7: 166 - A Primer On Bitcoin (Etc) That Won't Make You Crazy

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I hope you enjoy the show!

A few links to resources mentioned:

https://coinmarketcap.com/

Digital Gold (Book)

The Internet Of Money (Book)

Want to hear more on digital currencies? Shoot me an email:

brian @ investor in the family . com

Have a great week and don't forget to subscribe!

- Brian

P.S. FYI - Book links are Amazon affiliate links, you pay same price, but I get a small %. Win-win.

Aug 11 2017

39mins

Play

Rank #8: 164 Eric Parnell - Identifying When And How The Bull Market Dies

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Join us at the June 2017 DIY Investing Summit! Hear from nine top investors from Seeking Alpha as we discuss the outlook for the second half of 2017 plus lots of timeless investing wisdom.

http://diyinvestingsummit.com

The summit is free for a limited time and begins Tuesday, June 27th.

http://diyinvestingsummit.com

Jun 24 2017

11mins

Play

Rank #9: 136 Mark Bern - I'm Fully Hedged For 2017

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Mark Bern is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Mark was how is he positioning his portofolio for 2017. Below is an excerpt from the interview and a summary of his response.

How Mark is positioning for 2017...

  • Mark is currently fully hedged.
  • Has built a special spreadsheet to model hedge values.
  • Adding no new positions at present, but hopes 2017 will bring the opportunity to do so.
  • Using DDM (double discount model) for valuation.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Mark's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Enjoy the full interview with Mark and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

Join Mark at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Companies mentioned in Mark's interview: Gilead (GILD), S&P 500 (SPY)

Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Jan 20 2017

5mins

Play

Rank #10: 141 Chuck Carnevale - How To Avoid Investing Failure

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Chuck Carnevale is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chuck was why he thinks so many DIY investors struggle and what they can do about it. Below is an excerpt from the interview and a summary of his response.

*Chuck's full interview is available for free today.

Chuck's advice on how to avoid investing struggles and failures...

  • A portfolio is like a bar of soap, the more you handle it the smaller it gets.
  • Have the mindset as becoming a shareholder/partner in the business.
  • Doesn’t judge an investment sooner than 3-5 years.
  • Great investments take decades.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Chuck's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Enjoy the full interview with Chuck and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Rida Morwa, Brad Thomas, Eric Parnell, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi, and Colorado Wealth Management

Join Chuck at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017.

Companies mentioned in Chuck's interview: BlackBerry (NASDAQ:BBRY), Aflac (NYSE:AFL), Microsoft (NASDAQ:MSFT), Lockheed Martin (NYSE:LMT), Church & Dwight (NYSE:CHD), AbbVie (NYSE:ABBV), Cardinal Health (NYSE:CAH), Target (NYSE:TGT), AT&T (NYSE:T), Medtronic (NYSE:MDT), PPG Industries (NYSE:PPG), Franklin Resources (NYSE:BEN), T. Rowe Price (NASDAQ:TROW), S&P 500 (NYSEARCA:SPY)

Additional Disclosure: This article is for information purposes only. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Jan 27 2017

5mins

Play

Rank #11: 148 - Boring Stuff That Can Make You An Amazing Investor (1966 Letter)

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Welcome to Episode 2 of the "Becoming Buffett" Series!

This week we discuss the 1966 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

Some brief notes:

1966

“It has always been among the goals of BH to maintain a strong financial position.”

  • Remember, we are business owners.
  • The management of our family’s finances and investment is a business.
  • We must not make the mistake of degrading our situation with false mindsets that lead us to any other thinking.
  • The term “personal finance” seems almost inane (boring and worthy to be ignored), but the term “corporate finance” has the air of grandeur.
  • We cannot make that mistake.
  • The management of our personal finances is a business endeavor that must be taken seriously
  • In Buffett’s 1966 letter (not signed by Buffett) we see why.
  • This is the letter that plants the seeds for the birth of BH as we now know it
  • The meat of the letter is the company’s intentions to have a strong financial position and be poised to act when acquisition opportunities arise
  • Is the same true for YOU and ME?
  • Another point I want to make is the chart I mentioned last week showing the companies that BH has acquired since 1965.
  • I count 59 companies over 50 years.
  • How does that compare to your portfolio?
  • Why don’t we buy like this?
  • The Entrepreneur to Mutual Fund of Mutual Funds continuum
  • The less info we have, the more diversified we should be
  • Knowledge/understanding = conviction = concentration of assets

http://investorinthefamily.com/ 

Apr 13 2017

29mins

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Rank #12: 201 - The Right Way To Value Netflix (Victor Dergunov)

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Netflix is a high growth stock that can be hard to value. Victor shows us how best to value the company and why the stock is still a bargain.

Aug 01 2018

32mins

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Rank #13: 189 - Tesla Will Be A Trillion Dollar Company (Victor Dergunov)

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Victor takes an honest look at the bull and bear case for Tesla and concludes the negativity around Tesla is extreme (just like the opportunity).

Jun 19 2018

41mins

Play

Rank #14: 172 - The Fed, Money Supply, LIBOR, and Inflation (Guru Ron)

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Guru Ron, the man who knows everything about everything, answers my questions on the Fed, Money Supply, LIBOR, and Inflation.

Apr 18 2018

50mins

Play

Rank #15: 182 - How To Safely Earn 12-15% Per Year (Dividend Sensei)

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Adam Galas the "Dividend Sensei" tells us how to safely earn 12-15% per year with his all-time favorite high-yield dividend stock.

May 31 2018

32mins

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Rank #16: 130 Eric Parnell - How I Protect Against Major Downside Risk

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Eric Parnell is one of the 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Eric was about his personal investment philosophy and how it looks practically as he builds his portfolio. Below is an excerpt from the interview and a summary of his response.

http://diyinvestingsummit2017.com/

Eric's investment philosophy...

  • Eric takes an "absolute return hedged strategy" as his guiding philosophy for investing. This generates positive returns in all market environments.
  • He gives equal priority to all asset classes. The key is in how they are blended together in his portfolio.
  • He refuses to accept that 50% declines "just happen" when the market crashes.
  • A non-correlated group of assets is key for protecting against major downside risk.
  • More...

This is just a small excerpt of what's covered in the interview.

The interview is full of detailed tips on Eric's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

Enjoy the full interview with Eric and other top investors on Seeking Alpha. Registration for the summit is now open and free for a limited time.

Don't like audio/video interviews?

If you prefer to read content as opposed to watch and listen, detailed summary sheets have been created for every interview as an optional add-on.

Full list of summit contributors:

Chris DeMuth, Bret Jensen, Brad Thomas, Eric Parnell, Rida Morwa, Ian Bezek, Richard Lejeune, Richard Berger, Aurelien Windenberger, Doug Eberhardt, Dividend Sensei, Ralph Baker, Lawrence Fuller, Double Dividend Stocks, Mark Bern, Mark Hibben, Dividend House, J Mintzmyer, William Koldus, Damon Verial, Avi Gilburt, Shailesh Kumar, Chuck Carnevale, Adam Aloisi and Colorado Wealth Management.

Join Eric at the DIY Investor Summit (free for a limited time) where he shares detailed tips on his core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017.

Companies mentioned in Eric's interview: Pfizer (PFE), Merck (MRK), Gilead (GILD), Medtronic (MDT), Bristol-Myers Squipp (BMY)

Additional Disclosure: This article is for information purposes only. There are risks involved with investing, including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Jan 20 2017

7mins

Play

Rank #17: 194 - 3M: The "Perfect" Investment That Will Dominate The Next Decade (Dividend Sensei)

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3M has generated annual returns of 12.3% for 30 years and is expected to do the same for the next decade. Brian and Dividend Sensei discuss the greatness that is 3M.

Jul 03 2018

28mins

Play

Rank #18: 198 - iQIYI: Why It's Time To Fall In Love (Investing City)

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Did you miss out on Netflix? iQIYI is often called the Netflix of China and some say this is a second chance at one of the greatest investments in the last decade.

Jul 07 2018

28mins

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Rank #19: 144 - What Does It Really Take To Be A Great Investor? (Barron's)

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The biggest news and updates from the investing world over the past week, plus some potential big next steps for Investor in the Family Radio.

http://investorinthefamily.com/

Mar 16 2017

18mins

Play

Rank #20: 149 - How To Obtain Stable And Substantial Earnings (1967 Letter)

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Welcome to Episode 3 of the "Becoming Buffett" Series!

This week we discuss the 1967 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book: http://amzn.to/2ogVi4U

Some brief notes:

“Our goal is to obtain a reasonably stable and substantial level of earning power commensurate with the capital employed in the business.”

  • Negative: Sales were down, sharp drop in prices, sales and profits down substantially, depressed conditions in textile markets, curtailed production 15%
  • Positive: one sector doing well due to “attempting to establish product lines away from areas of direct competition”
  • P8, para1: spending money internally for the purpose of future increased cash flows
  • P8, para4: conducted research and made tough decision to close a quality plant that had lack of demand for product
    • What are we a slave to financially? Your job?
    • What do you need to cut and stop throwing money into?
  • P8, para7: broader investment philosophy (insurance companies)
    • You can have time as an investor if you are focused on the long-term
    • This was BH’s first move toward diversification: textiles and insurance
    • This was a slow process, could you research and add one company per year to your BH?
    • As you acquire more capital, where will you allocate it?
  • P9, para2: mgmt continues to be alert to new opportunities for capital allocation
    • They were poor investors from 1956-66 (pre-Buffett), had basically no ROI on invested capital for 10 year period
    • Can you relate to that?
    • Acknowledged the reality and are learning from it.
    • Keeping liquid money in stocks as they wait for the right capital allocation/investment opportunity
    • Will not hesitate to borrow money to take advantage of attractive opportunities

http://investorinthefamily.com/ 

Apr 20 2017

34mins

Play