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Indhold leveret af Aman Raina and MBA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Aman Raina and MBA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Stock Talk
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Indhold leveret af Aman Raina and MBA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Aman Raina and MBA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.
…
continue reading
215 episoder
Marker alle som (u)afspillede ...
Manage series 1336981
Indhold leveret af Aman Raina and MBA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Aman Raina and MBA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Investment Coach and Founder of Sage Investors, Aman Raina chats about investing in stocks and ETF's and other interesting stock market observations.
…
continue reading
215 episoder
Alla avsnitt
×Discover how Canadian Depository Receipts (CDRs) can help Canadian investors gain exposure to U.S. equities without the hassle of currency conversion. Learn how CDRs function similarly to ETFs, allowing fractional ownership of major U.S. stocks like Apple and JPMorgan, all traded in Canadian dollars on local exchanges. Explore the benefits of CDRs, including accessibility, currency risk mitigation through built-in hedging, and the receipt of proportional dividends. Understand potential considerations such as liquidity and availability, and gain insights into how CDRs can be a valuable addition to your long-term investment strategy. This episode offers practical advice for Canadians looking to diversify their portfolios with U.S. assets in a cost-effective way.…
My annual year-end review serves for me as both a personal accountability exercise and a teaching moment. It's an opportunity to examine how maintaining a consistent investing ideology and investing playbook while remaining flexible in its application can guide us through even the most unusual market environments. In this special episode, I explore what worked for me, what didn't, and what lessons we can carry forward especially into an environment where traditional fundamental analysis of stocks and ETF’s could become even more challenging and frustrating. This episode is a bit different as I decided to dip my toes into the world of AI share the results with you. The blog post can be found at http://www.sageinvestors.ca/articles/2024-investing-review…

1 In The Loop-Take 34: FOMO Investing Meets Cringe Investing 24:27
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Aman Raina of Sage Investors unpacks the seismic shift in the U.S. political landscape as Mad King 2.0 takes the throne. With the clarity of the election outcome, Aman explores its profound implications for investors and the future of capitalism. He delves into the emerging era of "cringe investing," where decision-making is driven as much by political appeasement as by fundamental analysis. Will traditional free-market principles hold, or are we entering an age of oligarch-style capitalism? Aman reflects on past lessons from Mad King 1.0, shares personal investment experiences, and highlights strategies for navigating this new reality. From diversification to ETFs, he outlines actionable steps investors can take to stay ahead of the chaos. If you're grappling with how to invest when values clash with opportunity, this episode is a must-listen.…

1 In The Loop - Take 33: The Time Has Come 19:40
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The US presidential election is here, and with nearly 50 million early ballots cast, investors face a critical moment. In this episode, we dive into the tense market dynamics leading up to the election, with Wall Street's unusual calm amidst record-highs, surging crypto, and gold prices. As the "Mad King" and the "Prosecutor" scenarios unfold, we explore the possible economic and market impacts of each path—ranging from trade wars and tax changes to potential global backlash. With political uncertainty at an all-time high, I share why I’m holding steady in my portfolio and staying true to my investment playbook. Tune in for insights on navigating these unpredictable times as the US faces a potential economic game-changer.…

1 In The Loop-Take 32: Is the Mother of All Negative Game Changer Moments Coming for Investors? 30:35
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In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios involving the leading political candidates, referred to as "Mad King 2.0" and "Uncle Joe 2.0," and their suitability for leadership. The conversation also examines the implications of recent Supreme Court decisions, including the removal of the Chevron deference, which could undermine regulatory protections for consumers and investors. The episode underscores the erosion of the rule of law and its potential long-term effects on market stability and investor confidence. Finally, we explore the broader economic consequences, drawing comparisons with political stability in other countries and questioning the future of US economic dominance.…

1 In The Loop-Take 31: Making Investors More Street Smart Again 47:01
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Aman Raina from Sage Investors delves into his evolution of his investment coaching practice and his mission to make people more street smart investors. Reflecting on over a decade of experience, Aman discusses the challenges posed by the rise of social media, the allure of get-rich-quick schemes, and the misleading concept of passive income. He highlights the importance of filtering accurate information and managing behavioral biases in investment decisions. Aman also addresses the troubling trend of MLM-like investment education schemes and the impact of gamification and technology on investing behaviors. Emphasizing authenticity, transparency, and core values, Aman shares strategies to protect and empower individual investors in today's complex financial landscape. Tune in to gain insights and practical advice to navigate the modern investment world effectively.…

1 In The Loop-Take 30: The Perils of Social Media and Investing 20:15
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"In The Loop - Take 30" dissects how social media makes investing deceiving simple by highlighting 2 posts, Investment Coach, Aman Raina recently came across. It challenges the 'easy money' narrative with hard truths: a 50% loss requires a 100% gain to break even—no small feat. Highlighting the Nikkei's decades-long stagnation, the epsiode underscores the patience needed in investing. Viewers will gain a no-nonsense perspective on managing losses, avoiding confirmation bias, and appreciating the full story behind each investing decision. Discover why the smartest play is often the humble retreat, and get a front-row seat to Aman's unfiltered trading journey—wins, losses, and all. Tune in to fortify your financial literacy and decision-making!…

1 In The Loop-Take 29: Size Does Not Always Matter 18:44
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Explore the market beyond the giants with our latest episode of "Stock Talk - In The Loop: Size Does Not Always Matter." We unravel the misconception that bigger always means better in the stock market. Dive into a discussion on why mega-corporations like Apple, Amazon, and Alphabet shouldn't overshadow the entire market, despite dominating headlines and portfolios. Learn about the potential of 'smaller' yet sturdy companies, the significance of Return on Invested Capital (ROIC), and how the 'Mag 7' influence market dynamics. Join us to discover investment strategies that look past the trillion-dollar hype to find tomorrow's winners.…

1 In The Loop-Take 28: AI-Not Ready For Prime Time 37:45
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In this episode we dive into the burgeoning world of AI. With a critical eye, we takes a shot at dissecting the hype, coming from Wall Street and the Corporate World versus reality of automating tasks in industries once considered untouchable, like law and science. We question the readiness of AI for mainstream use, sharing firsthand experiences with AI tools that reveal inconsistencies and unexpected outcomes. From legal implications to job market disruptions, we explore the potential and pitfalls of AI. Discover why, despite immediate gains, AI might not be the game-changer it's touted to be and how it could impact future growth. Tune in for a candid look at AI’s place in our society and its influence on the ever-changing job landscape.…

1 In The Loop-Take 27: Time In Market-Easier Said Than Done 18:15
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Investment Coach Aman Raina attempts to unravel the adage that time in the market trumps timing the market. This episode dissects historical data, showing how a long-term investment horizon can significantly increase your chances of portfolio growth. He discusses the dichotomy of investment strategies during various economic and political climates, backed by a century of Dow Jones Industrial data and S&P 500 returns. But it's not all green; Aman also confronts the potential pitfalls and psychological hurdles that can derail an investor's journey. From market bias to the seduction of reactionary moves, learn how to maintain your investing discipline and develop the competencies needed for investing success. This episode is helpful for anyone looking to fortify their financial future against the tides of uncertainty.…

1 In The Loop-Take 26: The Return of FOMO Investing 15:52
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In the this episode, we dive into the evolving landscape of investment sentiment as the spectre of FOMO (Fear of Missing Out) returns to the market. Despite pervasive concerns of an imminent recession and the anticipation of falling interest rates, the Smart Money and Soothsayers have been proven wrong (again) as the economy remains resilient, and interest rates stabilize. We explore the recent trends where many investors, having sat out the bull run due to fear, are now witnessing the S&P and other indexes reach new highs, sparking a renewed sense of FOMO. The podcast addresses the personal investment strategies that have leaned towards fixed income, reaping benefits, while also acknowledging the missed opportunities in technology sectors, particularly in FAANG stocks, which were a profitable venture in the previous year. The episode discusses the psychological challenges of investing, including the biases and groupthink that can influence decision-making, and the occupational hazards of chasing trends. We delve into the importance of sticking to one's core investing ideology, focusing on wealth-creating companies selling for cheap and being disciplined, patient, and ready to endure the discomfort that comes with long-term investment strategies. Additionally, the podcast provides insights into current investments that may be out of favour but hold potential for future rewards. There's also a discussion on the bond market and the strategy to handle potential shifts in interest rates. Tune in to understand how to navigate the emotional roller coaster of FOMO investing, make uncomfortable but potentially rewarding decisions, and remain faithful to your investing principles for long-term success.…

1 In The Loop-Take 25: Why do investors keep listening to these people? 19:08
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We dive into the perplexing world of financial forecasts. Despite being highly intelligent and well-compensated, market strategists and analysts in the investment industry have repeatedly made inaccurate predictions, most recently concerning the timing of interest rate cuts. The episode explores the reasons behind our tendency to heed their advice and the biases that cloud judgment, such as confirmation bias and groupthink. With a critical eye on the patterns of past financial events, from the COVID-19 crisis to the dot com bust, the discussion challenges listeners to adopt a second-level thinking attitude and to distinguish essential market fundamentals from misleading predictions. Learn why, in the unpredictable dance of the markets, becoming street-smart in filtering information from shouting predictions is more vital than ever.…

1 In The Loop-Take 24: THE DEFINING Investing Theme of 2024 17:02
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In this episode, the focus is on a crucial investment theme for the upcoming year: the influence of the U.S. political climate, particularly the risk of autocratic governance, on global markets. Aman examines the potential shift away from democratic principles in the U.S. and its impact on economic stability and investor confidence. Highlighting concerns the return of the "Mad King", the episode explores the ramifications of such leadership for the U.S. and its global economic standing. The episode offers insights into adapting investment strategies amid political uncertainties, emphasizing the importance of considering more stable markets.…

1 In The Loop-Take 23: Mind-mapping Investment Decisions For The Year Ahead 32:08
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In this episode of the Aman shares how he is approaching his decision making going into the new year. He emphasizes the futility of trying to predict market movements and instead focus on the importance of long-term and educated decision-making in investments. With a clear, engaging narrative, the Aman shares his personal investment themes and how he intends to navigate through varying market conditions, and aligning with his investment ideology. The discussion pivots around adapting investment portfolios in a world of higher interest rates and the potential shift from fixed income to equities. This episode is particularly engaging for its deep dive into various investment themes, such as Emerging Markets, REITs, and luxury retail stocks, offering a comprehensive outlook for both novice and seasoned investors. The pragmatic approach to investing, coupled with the Aman's expertise, makes this episode a must-listen for anyone looking to refine their investment strategies for the year ahead.…

1 In The Loop-Take 22: Decoding Yield Curves and High Interest Savings Setbacks 11:36
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In this episode, we dissect the financial indicators that are currently painting a vivid picture of the economic landscape. The conversation begins with a deep dive into the steepening yield curve and its historical significance as a precursor to recessions. Though the inverted yield curve has long been a reliable indicator of economic downturns, its effects are not immediately felt; the fallout could be delayed by months or even years. We shed some light on the current state where long-term yields have been climbing, especially in the US, inching towards a flat curve, which historically has brought economies closer to recessions, especially coming off a period of yield curve inversion. Transitioning from global economic indicators, the discussion pivots to the domestic financial arena, focusing on the High-Interest Savings Accounts (HISA) and the recent regulatory pullback in Canada. Over the last 15 years, the near-zero rate environment has challenged savers and low-risk investors to find yield, often nudging them higher on the risk curve. The recent uptick in rates ushered in a plethora of opportunities in the fixed income domain, particularly the High-Interest Savings Accounts ETFs, which offered a haven for capital while providing meaningful near-equity liquid returns with lower risk profiles, boasting up to 5-5.5% returns. However, this financial refuge didn't sit well with banks, leading to a robust lobbying effort to regulators to rein in on these products. The regulatory bodies acquiesced, introducing measures that pared nearly 0.5% off returns. This move, aimed at securing a backdoor 0.5% margin for banks, starkly contrasts with the ethos of ensuring the safety and security of Canadian investors. The episode also touches on the irony where certain banks and brokerages like TD have barred these trades, while risk-laden triple inverse emerging market crypto ETFs continue to operate without a hitch.…
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