PODCAST EPISODES
MI239: Deep Dive into Apple and Google Stocks w/ Logan Kane
Rebecca Hotsko chats with Logan Kane. In this episode they discuss why Logan went from being a value investor to more of a quantitative investor, what his quantitative investing strategy looks like and the pros of using a quant strategy, what the “Kelly Criterion” is and how it can be used to manage risk. Logan’s current outlook of the stock market and his price target for the end of 2023, what his long term outlook for the US market is, his analysis of Apple stock and why Logan put a sell rating on Apple, his valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy at current prices, his thoughts on Meta and Amazon at today’s valuations, what’s happening with Bitcoin, where he sees it going in the near term and over the long term, his preferred way to invest in Bitcoin, and much, much more!
TIP500: Berkshire Hathaway Shareholder’s Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck
Today's 500th episode of We Study Billionaires is hosted by Stig and Clay. And what better way to go full circle than to do an episode about the Berkshire Hathaway Annual Shareholder’s meeting? The very place where this podcast was born. The Intrinsic value of Berkshire Hathaway and Apple is also discussed.
MI Rewind: Long-Term Investing w/ Connor O’Brien
Clay Finck chats with Connor O’Brien about what it’s like working with Kevin O’Leary, also known as, Mr. Wonderful, what crowdfunding is and how anyone can invest in Connor’s own business, what the advantages are of fundraising through crowdfunding, the trends Connor is seeing in the FinTech space, what a sensible asset allocation looks like for younger investors, and much, much more!
MI238: A Guide to a Winning Investment Strategy w/ Larry Swedroe
Rebecca Hotsko chats with Larry Swedroe. In this episode, they discuss Larry’s book “The Only Guide to a Winning Investment Strategy You’ll Ever Need”, why passive investing and diversification is key to a “Winning Investing Strategy”, why active strategies such as active management, stock picking and market timing are “losing strategies”, the shocking percentage of stocks that actually outperform the market, do markets value stocks correctly, why Warren Buffett’s outperformance can be explained by factors, how investors can improve their long run returns through factor investing, the 5 rules factors must meet to invest in them, how long you have to hold these investments to earn the expected premium, why all factor ETFs are not created equal and which are best to invest in, and so much more!
Larry Swedroe is head of financial and economic research office for Buckingham Wealth Partners, a Registered Investment Advisor firm in St. Louis, Mo. Previously, Larry was vice chairman of Prudential Home Mortgage. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.
To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need (1998 and 2005). He has also authored 18 more books. He also writes for AdvisorPerspectives.com, AlphaArchitect.com, and TheEvidenceBasedInvestor.com






