Listen Ad-free

Low Rates High Returns

Pete Wargent and Stephen Moriarty

A podcast about managing your money, hosted by investor and financial coach Pete Wargent and private investor Stephen Moriarty.

Hosted on Acast. See acast.com/privacy for more information.

read less

Meet the Experts mini-series #5: Alan Edmunds
Sep 20 2021
Meet the Experts mini-series #5: Alan Edmunds
This week Pete and Steve speak to Alan Edmunds, a Sydney-based expert in investing in Australia small caps.Listen as Alan discusses:-Why your own personal life situation impacts your ability to invest in small caps (e.g. do you have a mortgage? relationship status? family commitments?). Understand where you are in your own life first-How to work out your own best method for investing to suit your own personality-Which sectors he looks in for high growth opportunities, and how to get confident in a company through -How Alan 'averages up' into a position when he finds a company with strong fundamentals -Why if you want to achieve big outperformance you need to throw the rule book out the window, remove old assumptions, and find your own method-How you need to think in probabilities, in investing and in life-Why investing in small caps is very different from other forms of investing-Specifically how to value and research small companies in detail-How and why to trim gains when hitting 3-4x initial outlayRecommended reading:Phil Fisher: The Path to Wealth through Common StocksGeorge Soros: The Alchemy of FinanceThanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63 Hosted on Acast. See acast.com/privacy for more information.
The Ten Best Books mini-series #6: Buffett and Graham
Jul 29 2021
The Ten Best Books mini-series #6: Buffett and Graham
In the final episode of this mini-series, Pete and Steve discuss their final picks in their top 10 investment books of all time.Steve chooses:Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World's Most Famous Investor by Mary Buffett and David ClarkePete chooses:The Intelligent Investor: The Definitive Book On Value Investing by Ben Graham (revised edition with foreword by Warren Buffett and commentary by Jason Zweig)All of the books in this mini-series have been:- Robert J. Shiller - Irrational Exuberance- Robert G.Hagstrom - The Warren Buffett Portfolio: mastering the power of the focus investing strategy- Maggie Mahar - Bull: a detailed exposition of the 1982-2003 bull market in the United States.- Morgan Housel - The Psychology of Money: a broad ranging set of short essays on many of the aspects of money and wealth.- Michael Mauboussin - The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing- Pete Wargent and Steve Moriarty - Low Rates High Returns: Timeless Investment Principles the Low Risk Way- William Poundstone - Fortune's Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street- Nassim Nicholas Taleb - Antifragile - Mary Buffett and David Clarke - Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World's Most Famous Investor- Ben Graham- The Intelligent Investor: The Definitive Book On Value InvestingThanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.www.gonextlevelwealth.com.au/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63 Hosted on Acast. See acast.com/privacy for more information.