Канал: This is NOT Financial Advice

153: Neomania in Investing: AVOID

153: Neomania in Investing: AVOID

152: The Fund by Rob Copeland, Who is Ray Dalio really? Takeaways and learnings

152: The Fund by Rob Copeland, Who is Ray Dalio really? Takeaways and learnings

151: Counterintuitive thoughts on hiring an asset manager/Emotional fortitude

151: Counterintuitive thoughts on hiring an asset manager/Emotional fortitude

150: 3 Simple Techniques to Avoid FOMO, with Bitcoin, with stocks, etc.

150: 3 Simple Techniques to Avoid FOMO, with Bitcoin, with stocks, etc.

149: Beyond Yes and No: Edward De Bono and Lateral Thinking

149: Beyond Yes and No: Edward De Bono and Lateral Thinking

This is NOT Financial Advice Live Stream

This is NOT Financial Advice Live Stream

148: Andrei Martyanov's "Disintegration" and investing with "Collapse literature"

148: Andrei Martyanov's "Disintegration" and investing with "Collapse literature"

147: Epistemic Discomfort: On "The Great Taking" and what not to do

147: Epistemic Discomfort: On "The Great Taking" and what not to do

146: Avoid ALL recent investing books! Here's why

146: Avoid ALL recent investing books! Here's why

145: "The Great Taking" by David Rogers Webb: worry about? or BS?

145: "The Great Taking" by David Rogers Webb: worry about? or BS?

144: Key step to master your finances [2 min video]

144: Key step to master your finances [2 min video]

143: Why would you want more than one broker? On diversifying brokerage firms

143: Why would you want more than one broker? On diversifying brokerage firms

142: If your brokerage firm goes bankrupt, what happens to your investments??

142: If your brokerage firm goes bankrupt, what happens to your investments??

141: $TUP Teaching the elements of a textbook short squeeze

141: $TUP Teaching the elements of a textbook short squeeze

140: Protecting yourself from inflation: productive assets vs unproductive assets

140: Protecting yourself from inflation: productive assets vs unproductive assets

139: What does "inflating away the debt" mean? Monetary Repression explained

139: What does "inflating away the debt" mean? Monetary Repression explained

138: Getting ready during a cycle downturn / On CRE, preferreds and more [ $PK $VNO etc ]

138: Getting ready during a cycle downturn / On CRE, preferreds and more [ $PK $VNO etc ]

137: What can AAP's disaster Q teach us? How to "learn" a stock; On "not doing anything"

137: What can AAP's disaster Q teach us? How to "learn" a stock; On "not doing anything"

136: Why won't the SEC make clear rules for crypto? [Basics on regulatory behavior]

136: Why won't the SEC make clear rules for crypto? [Basics on regulatory behavior]

135: Don't always swing!! The failing $FHN and $TD deal?

135: Don't always swing!! The failing $FHN and $TD deal?

134: Guesstimating Earnings Power: $LL example [NOT A RECOMMENDATION]

134: Guesstimating Earnings Power: $LL example [NOT A RECOMMENDATION]

133: Financial contagion: how to think thematically about it ( $SI $SIVB $SBNY )

133: Financial contagion: how to think thematically about it ( $SI $SIVB $SBNY )

132: The preferreds are "smarter" than the common stock!

132: The preferreds are "smarter" than the common stock!

131: Your Year-End Personal Finance Responsibility (PF101)

131: Your Year-End Personal Finance Responsibility (PF101)

130: Rights Offering: what is it? Why do one? $PLBY

130: Rights Offering: what is it? Why do one? $PLBY

129: Silvergate [$SI] revisited: on being wrong even when you're right in investing!

129: Silvergate [$SI] revisited: on being wrong even when you're right in investing!

128: How to play a short thesis like Silvergate [SI] and KNOW AND LIMIT YOUR DOWNSIDE

128: How to play a short thesis like Silvergate [SI] and KNOW AND LIMIT YOUR DOWNSIDE

127: Using the "Fourth Turning" paradigm to be a better investor

127: Using the "Fourth Turning" paradigm to be a better investor

126: You want multipurpose money! Taxable accounts vs educational IRAs/401ks

126: You want multipurpose money! Taxable accounts vs educational IRAs/401ks

125: “Access”: FTX, SBF and modern media grift

125: “Access”: FTX, SBF and modern media grift

124: Operating Leverage! Scorpio Tankers [STNG] as an example

124: Operating Leverage! Scorpio Tankers [STNG] as an example

123: Inflation!! Required reading (3 books) on inflation, plus a bonus

123: Inflation!! Required reading (3 books) on inflation, plus a bonus

122: Is an extended high inflationary cycle coming? Wat do?

122: Is an extended high inflationary cycle coming? Wat do?

121: Preferred stocks in a rising interest rate environment: tradeoffs and drawbacks

121: Preferred stocks in a rising interest rate environment: tradeoffs and drawbacks

120: The Corporate Jet Indicator / HQ Indicator [$PLBY, Bear Stearns, etc]

120: The Corporate Jet Indicator / HQ Indicator [$PLBY, Bear Stearns, etc]

119: Fund Letters, 13-F filings, following investors you respect!

119: Fund Letters, 13-F filings, following investors you respect!

118: Mean "aversion": finding long term structural advantages

118: Mean "aversion": finding long term structural advantages

117: Investment returns are cyclical too! What this means for you

117: Investment returns are cyclical too! What this means for you

116: The Oligopolization of EVERYTHING

116: The Oligopolization of EVERYTHING

115: Know Your Fallacies! [More on information gathering strategies]

115: Know Your Fallacies! [More on information gathering strategies]

114: Letting BTC, 3AC and Celsius volatility work for you

114: Letting BTC, 3AC and Celsius volatility work for you

113: Tupperware's [TUP] quarter: red flags, called strikes and falling knives!

113: Tupperware's [TUP] quarter: red flags, called strikes and falling knives!

112: Investing and Neuroplasticity / On Staying Flexible

112: Investing and Neuroplasticity / On Staying Flexible

111: Red Flags and Tells: Examples to look for

111: Red Flags and Tells: Examples to look for

110: Chokepoints

110: Chokepoints

109: On Handling Difficult Markets

109: On Handling Difficult Markets

108: Legal Series #2: "The power to Indict" and what it can do to your stocks

108: Legal Series #2: "The power to Indict" and what it can do to your stocks

107: Legal liability series #1: Civil vs Criminal Court evidence levels

107: Legal liability series #1: Civil vs Criminal Court evidence levels

106: Principal/Agent Risk: what is it?

106: Principal/Agent Risk: what is it?

105: Non-attachment: the modern superpower (changing your mind)

105: Non-attachment: the modern superpower (changing your mind)

104: The tremendous psychological and cognitive benefits of dollar cost averaging: why it works

104: The tremendous psychological and cognitive benefits of dollar cost averaging: why it works

103: The Counterintuitive Logic of DCA-ing

103: The Counterintuitive Logic of DCA-ing

102: Known and Unknown Unknowns

102: Known and Unknown Unknowns

101: 1 BTC = 1 BTC: what means?

101: 1 BTC = 1 BTC: what means?

100: Know what you own: the absolute basics

100: Know what you own: the absolute basics

99: Avoiding "pre-chewed" information [dangers of financial media]

99: Avoiding "pre-chewed" information [dangers of financial media]

98: Playing with "house money"

98: Playing with "house money"

97: Thinking about your next "wealth tier"

97: Thinking about your next "wealth tier"

96: STILL more nuances with stock options: early assignment, spesh dividends, and taxes

96: STILL more nuances with stock options: early assignment, spesh dividends, and taxes

95: How to do a short straddle [Intermediate stock options trading]

95: How to do a short straddle [Intermediate stock options trading]

94: Options 201: The Synthetic Collar

94: Options 201: The Synthetic Collar

93: What does Buy to Open, Buy to Close, Sell to Open, Sell to Close mean in options trading?

93: What does Buy to Open, Buy to Close, Sell to Open, Sell to Close mean in options trading?

92: Getting Started: Covered Calls and their risk/return tradeoffs [Intermediate investors]

92: Getting Started: Covered Calls and their risk/return tradeoffs [Intermediate investors]

91: Hidden risks and nuances to selling put options [intermediate investors]

91: Hidden risks and nuances to selling put options [intermediate investors]

90: Getting Started Selling Put Options [Intermediate Investors]

90: Getting Started Selling Put Options [Intermediate Investors]

89: Whatever they're telling you, it's somehow not true [Investing]

89: Whatever they're telling you, it's somehow not true [Investing]

88: Nuances on Position Sizing Rules [intermediate investors]

88: Nuances on Position Sizing Rules [intermediate investors]

87: Crossing out FUDs: Bitcoin teaches us another great meta-lesson on investing!

87: Crossing out FUDs: Bitcoin teaches us another great meta-lesson on investing!

86: Inflation for the intermediate investor

86: Inflation for the intermediate investor

85: Investing: the two pains

85: Investing: the two pains

84: 3 types of stocks that can protect you from inflation (plus Bitcoin)

84: 3 types of stocks that can protect you from inflation (plus Bitcoin)

83: "Gringo Solipsism" with Bitcoin and other investments

83: "Gringo Solipsism" with Bitcoin and other investments

82: Deere's [DE] quarter, and two secrets to investing in fixed cost, cyclical businesses

82: Deere's [DE] quarter, and two secrets to investing in fixed cost, cyclical businesses

81: Just because someone uses a word doesn't mean they understand it!

81: Just because someone uses a word doesn't mean they understand it!

80: Trimming back a winner, a case study [FBP]

80: Trimming back a winner, a case study [FBP]

79: Pitfalls of "the midwit" and how to avoid them

79: Pitfalls of "the midwit" and how to avoid them

78: Judging whether you're "early" or "late" to an investment

78: Judging whether you're "early" or "late" to an investment

77: Drawdowns and how to handle them

77: Drawdowns and how to handle them

76: Nuances to Mohnish Pabrai's "don't sell for two years" rule

76: Nuances to Mohnish Pabrai's "don't sell for two years" rule

75: Crypto, banking and the economic recovery: how to deal with conflicting themes

75: Crypto, banking and the economic recovery: how to deal with conflicting themes

74: Documenting [critical rule for investing]

74: Documenting [critical rule for investing]

73: Balancing courage and fear in investing [video short]

73: Balancing courage and fear in investing [video short]

72: 1st, 2nd and 3rd order money problems

72: 1st, 2nd and 3rd order money problems

71: Reputational Abritrage: a key individual investor advantage over the big guys!

71: Reputational Abritrage: a key individual investor advantage over the big guys!

70: Choices chosen for you: the WYSIATI problem and investing

70: Choices chosen for you: the WYSIATI problem and investing

69: Personal sovereignty: concepts and resources

69: Personal sovereignty: concepts and resources

68: Investing as a master skill

68: Investing as a master skill

67: Investing Checklist item #6: Catalysts! [and avoiding "thesis creep"]

67: Investing Checklist item #6: Catalysts! [and avoiding "thesis creep"]

66: Investing Checklist item #5: Managment

66: Investing Checklist item #5: Managment

65: Investing Checklist Item #4: "Moats" and Barriers to Entry

65: Investing Checklist Item #4: "Moats" and Barriers to Entry

64: Investing Checklist item #3: 2x-3x upside

64: Investing Checklist item #3: 2x-3x upside

63: Investing Checklist item #2: Valuation/Margin of Safety

63: Investing Checklist item #2: Valuation/Margin of Safety

62: Investing Checklist Item #1: OCF/Capex

62: Investing Checklist Item #1: OCF/Capex

61: THE CHECKLIST: My 6 checklist items for investing in a stock

61: THE CHECKLIST: My 6 checklist items for investing in a stock

60: Taxes, God Tier: Nuances on tax loss harvesting

60: Taxes, God Tier: Nuances on tax loss harvesting

59: Investing: the surgeon who looks like a butcher

59: Investing: the surgeon who looks like a butcher

58: Are markets efficient? Hahahahahaha

58: Are markets efficient? Hahahahahaha

57: "Consensus thinking" in investing: how to avoid it, how to use it

57: "Consensus thinking" in investing: how to avoid it, how to use it

56: When John Chambers of Cisco told us (in one word!) how much cash to carry

56: When John Chambers of Cisco told us (in one word!) how much cash to carry

55: What is the proper cash balance to have as an investor?

55: What is the proper cash balance to have as an investor?

54: Getting started learning about sectors and rotations in the stock market

54: Getting started learning about sectors and rotations in the stock market

53: "Sector Rotations" and the clues they give you about the economy

53: "Sector Rotations" and the clues they give you about the economy

52: What does "there are no called strikes in investing" really mean?

52: What does "there are no called strikes in investing" really mean?

51: What we learned about financial media when CNBC reported Melvin had covered its $GME short

51: What we learned about financial media when CNBC reported Melvin had covered its $GME short

50: First derivative investing and identifying turning points [for intermediate investors]

50: First derivative investing and identifying turning points [for intermediate investors]

49: It's a bubble. But then again, is it?

49: It's a bubble. But then again, is it?

48: When diversification and correlation go out the window

48: When diversification and correlation go out the window

47: Avoiding herd thinking: rolling with ideas vs rejecting them

47: Avoiding herd thinking: rolling with ideas vs rejecting them

46: Investor Takeaways from the Gamestop Melvin Capital Debacle

46: Investor Takeaways from the Gamestop Melvin Capital Debacle

45: Are you investing in "baseball card" stocks?

45: Are you investing in "baseball card" stocks?

44: Intro to commodities:

44: Intro to commodities:

43: Making Money with Mean Reversion

43: Making Money with Mean Reversion

42: Is there a shortage of shares in the modern stock market? YES

42: Is there a shortage of shares in the modern stock market? YES

41: God-Tier Financial Strategies: get your home to less than 10% of your net worth

41: God-Tier Financial Strategies: get your home to less than 10% of your net worth

40: What does it mean when a stock "re-rates"?

40: What does it mean when a stock "re-rates"?

39: 5 traits of the very best investors

39: 5 traits of the very best investors

38: Asset quality and market timing for intermediate level investors

38: Asset quality and market timing for intermediate level investors

37: Three magic words that instantly stop someone from selling investment product to you

37: Three magic words that instantly stop someone from selling investment product to you

36 Your household balance sheet: investing basics

36 Your household balance sheet: investing basics

35: How to make money from permabears: Nouriel Roubini and Bitcoin

35: How to make money from permabears: Nouriel Roubini and Bitcoin

34: How to guarantee no one shares an investment idea with you ever again

34: How to guarantee no one shares an investment idea with you ever again

33: Will an abundance mindset help me with investing?

33: Will an abundance mindset help me with investing?

32: Why COVID-19 is good for the stock market

32: Why COVID-19 is good for the stock market

31: Creative hedging for individual investors

31: Creative hedging for individual investors

30: Making money on oligopoly industries

30: Making money on oligopoly industries

29: Jocko Willink's "Good": Facing Adversity in Investing

29: Jocko Willink's "Good": Facing Adversity in Investing

28: Bitcoin: What do you do when an investment you want to own keeps going up on you?

28: Bitcoin: What do you do when an investment you want to own keeps going up on you?

27: Permabears: how to use them to make money in stocks

27: Permabears: how to use them to make money in stocks

26: The "Thought Terminating Cliche" in Investing

26: The "Thought Terminating Cliche" in Investing

25: Advanced Investing: "cost of capital arbitrage" in a low interest rate environment

25: Advanced Investing: "cost of capital arbitrage" in a low interest rate environment

24: "Time Arbitrage": What is it?

24: "Time Arbitrage": What is it?

23: The Day the Truth Died in Financial Media

23: The Day the Truth Died in Financial Media

22: The REAL reason people make bad investing decisions: resolution of discomfort

22: The REAL reason people make bad investing decisions: resolution of discomfort

21: Stock Buybacks: the good (reasons to do 'em)

21: Stock Buybacks: the good (reasons to do 'em)

20: Major periods of stock market underperformance: What do?

20: Major periods of stock market underperformance: What do?

19: Staying humble: The "all-in/all-out" fallacy in investing

19: Staying humble: The "all-in/all-out" fallacy in investing

18: Why is there so much #%*!# jargon on Wall Street???

18: Why is there so much #%*!# jargon on Wall Street???

17: How to use FinTwit in 1 minute

17: How to use FinTwit in 1 minute

16: Viewer question: How do you grow your circle of competence?

16: Viewer question: How do you grow your circle of competence?

15: Epistemic Humility!! What is it and why is it critical to good investing?

15: Epistemic Humility!! What is it and why is it critical to good investing?

14: Jim Cramer: When to use him, and when he's useless

14: Jim Cramer: When to use him, and when he's useless

13: Training with your capital and "Living the Martial Way"

13: Training with your capital and "Living the Martial Way"

12: The one sentence investing heuristic that will protect you from all crappy financial products!

12: The one sentence investing heuristic that will protect you from all crappy financial products!

11: Catastrophic losses be catastrophic

11: Catastrophic losses be catastrophic

10: Stock buybacks and dividend growth investing

10: Stock buybacks and dividend growth investing

9: Stock Buybacks: a simple example of how they work

9: Stock Buybacks: a simple example of how they work

8: "High Delta" Stocks: Why some stocks can be REALLY hard to value

8: "High Delta" Stocks: Why some stocks can be REALLY hard to value

7: How to pin down a permabear and his bearish predictions

7: How to pin down a permabear and his bearish predictions

6: Does the stock market really care who is President?

6: Does the stock market really care who is President?

5: Variant View Investing: what is it?

5: Variant View Investing: what is it?

4: Why losses are a gift

4: Why losses are a gift

3: Bitcoin and Cryptocurrency: The easy way to think about whether (or not) to own it

3: Bitcoin and Cryptocurrency: The easy way to think about whether (or not) to own it

2: How to avoid being the last person to the (investing) party

2: How to avoid being the last person to the (investing) party

1: Different ways to think about diversification and types of stocks

1: Different ways to think about diversification and types of stocks