INVESTOR IN THE FAMILY Radio Podcast

INVESTOR IN THE FAMILY Radio

A Business, Investing and News podcast
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Mark Hibben discusses how he thinks Apple is easily worth $240 before even factoring in expected future product releases.
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.
Bloomberg predicts electric vehicle sales will grow 54x by the year 2040. Brian and Matt discuss how we get there and how investors can capitalize.
Is the dividend offered by Philip Morris worth the risk? Revenues continue to fall as the yield continues to climb. Ian and Brian discuss the pros and cons.
Guru Ron, the man who knows everything about everything, answers my questions on the Fed, Money Supply, LIBOR, and Inflation.
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.
Bram de Haas explores the odd valuation comparisons between Netflix and Disney. The market seems to be getting something really wrong, which company stands to benefit most?
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.
AT&T is buying TimeWarner, we think. Should T shareholders celebrate or fear this deal? What are the chances of the deal making it past regulators and becoming a reality? I sit down with Adam, the Dividend Sensei to discuss more. A quick overview: How much debt will the Time Warner deal add to AT&T? Will this debt load, in addition to DirectTV debt be manageable? How will the acquisition impact future free cash flow for AT&T? What new markets is AT&T expanding into? What does all this mean for the future of AT&T's dividend? Will this solve AT&T's "dumb pipe" problem? Will this make AT&T the new king of content? Did AT&T structure the deal to offer best value for shareholders? And more... Companies Mentioned: AT&T (T), Verizon (VZ), Time Warner (TWX)
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.
Brad Thomas is a highly respect REIT analyst, in today's show he talks to Brian about why Tanger Factory Outlets is his favorite investment opportunity.
Podcast Overview: S&P, Dow, Nasdaq, Russell all at record highs last week BofA Merrill Lynch survey of global fund managers: Expect global real economy to strengthen over next 12 months: In october 19% agreed with this, after election 35% do Global inflation expectations vaulted to the highest level since 2004 Is all this optimism as sign the bull market will continue or that we’ve reached peak? Are current stock market gains stealing from 2017? Goldman Sachs strategist expects Trump tax reforms to lead to the repatriation of $200B Could be used to pay down raising company debt levels Nonfinancial companies are sitting on $1.6T in cash (12% of assets as opposed to avg of 7%) Goldman expects companies to spend $2.6T of cash in 2017 52% on capital exp, R&D, and mergers 48% on buybacks and dividends Small cap stocks that could benefit from infrastructure spending are stealing attention from multinationals that could be hit by strong dollar Market is behaving like Trump will fulfill promises they like and break the ones they don’t like AAII survey showed bullishness jump from 23.7% to 50% in just three weeks Demand for put relative to calls on SPY shrank to July 2016 levels Too early for bulls or bears to draw conclusions The S&P traded at 28 times earnings in 1999 but “only” 17 times today Stock market cap is 200% of GDP (very high) and interest rates are at record lows and rising fast Can things get more favorable? Concerns over what Trump will do with trade partnerships continues “Protectionist” policies could harm US economy Retaliation from trade partners could be a problem Find more at Investor in the Family.
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.
Doug Eberhardt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Doug was what would be the main points of a "State of the Markets" speech to DIY investors. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ Doug's "State of the Precious Metals Markets..."   Precious metals are currently in a small bull market but will likely top out this year. Expects a major, deflationary credity contraction (likely China related) that will put significant downward pressure on gold. His ideal buy price is $900, but after this deflationary cycle, expects gold to reach "undreamed of heights." More...   This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Doug's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017. Enjoy the full interview with Doug 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 Doug 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 Doug's interview: Gold (GLD), Silver (SLV), Gold Miners Bull 3x (NUGT), Junior Gold Miners Bull 3x (JNUG), 20 Year Treasury (TLT), S&P 500 (SPY) 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.
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.  
Dividend House is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Dividend was what her personal investment philosophy is and how it practically looks as she builds here portfolio. Below is an excerpt from the interview and a summary of his response. Dividend's personal investment philosophy and portfolio consctruction... Dividend is a "financially conservative, dividend growth investor." Prefers to never sell if possible. Views portfolio as a house with stock groupings that represent foundations, walls, roof, garden and even dog house. Focuses on income contribution as opposed to weigting in portfolio. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Dividend's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Dividend 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 Dividend 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 Dividend's interview: Flower Foods (FLO), 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.
Damon Verial is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Damon was what was his biggest mistake and biggest victory of 2016. We then go deeper to see what lessons he learned from both. Below is an excerpt from the interview and a summary of his response. Damon's biggest mistake and victory from 2016 (and lessons learned)... Traded with too little capital in his risk heavy account. Got flagged as a pattern day trader and lost account that was performing well. Noticed a trend in NUGT that led to 200% gains in 3 weeks. How to identify tradable patterns. The challenged of capitalizing on these patterns. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Damon's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Damon 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 Damon 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 Damon's interview: Gold Miners Bull 3x (NUGT), Gold Miners (GDX), HSBC (HSBC), TJX (TJX), 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.
Avi Gilburt is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Avi how he is positioning himself for 2017. What is he excited/concerned about? Below is an excerpt from the interview and a summary of his response. How Avi is positioning for 2017... Looking for a minimum of 2500 in S&P 500 in 2017. If GDX can break above August 2016 highs, could reach $60-70 in next 12-18 months. Likes emerging markets, still bearish on bonds. More... This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Avi's core investment strategies, top advice for DIY investors, and specific ways he's positioning for 2017. Enjoy the full interview with Avi 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 Avi at the DIY Investor Summit (free for a limited ti me) 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 Avi's interview: Gold Miners (GDX), 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.
Chris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was how he is positioning himself for 2017. Below is an excerpt from the interview and a summary of his response. http://diyinvestingsummit2017.com/ How Chris is prepping for 2017... Looking for ideas with hard catalysts. As markets get more expensive, investments require harder and more compelling evidence. Has big positions in Rite-Aid (RAD), BNCCorp (BNCC), and Bob Evans (BOBE). Believes that a double digit market decline could be on the horizon and wants to be ready. This is a good time to be comfortable with cash and value flexibility. A good idea to be more liquid than marginal counterparty. This is just a small excerpt of what's covered in the interview. The interview is full of detailed tips on Chris's core investment strategies, top advice for DIY investors and specific ways he's positioning for 2017. Enjoy the full interview with Chris 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. These are better than transcripts, they get to the point and capture all of the highlights. 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 Chris 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 Chris's interview: Rite Aid (NYSE:RAD), BNC Corp (OTCQX:BNCC), Bob Evans (NASDAQ:BOBE), Amazon (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Valeant (NYSE:VRX), Ocean Shore (NASDAQ:OSHC), Biotechnology (NASDAQ:IBB), S&P 500 (NYSEARCA:SPY) 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.  
Overview When you have a hammer, everything is a nail With Central Bankers, their tool is money and it’s becoming apparent their trillions can’t fix everything; but that doesn’t stop them from trying Fed Chair Janet Yellen suggested recently that creating a “high pressure economy” could help with the sluggish recovery, most notably the unprecedented number of Americans who not only aren’t working, but aren’t even in the labor force In a speech at the Boston Fed, Yellen said that pushing economic growth could counter the lingering effects of the great recession The backdrop is the widely anticipated .25% Fed rate hike in Dec of this year Yellen offered a defense for going slow with the rate hikes saying it has been in order to keep the pressure on the economy This stronger economic growth would motivate businesses to invest more in expansion, especially if they could be more confident in the future This could spur more R&D and faster growing start-ups If you’re not in the labor market (aka looking for a job), then you’re not officially unemployed The participation rate is currently at 62.4% of the adult population, lowest since 1978 (before women were fully integrated in workforce) Alan Krueger from Princeton has found that there has been little improvement in the labor force participation rate, even as the jobless rate has declined to 5% In other words: the idea that many labor force dropouts are returning to the labor force is unsupported by the data The reasons for this seem unrelated to economics Among younger men (21-30) the labor force participation rate fell 7.6% from 89.9 to 82.3% from 2004-2014 http://investorinthefamily.com/
Apple is worth $1 Trillion, but is it actually worth more? Investing city thinks it could be. (Note: This interview was recorded prior to Apple's recent earnings and therefore market cap numbers will reflect older numbers. The valuation process and findings still hold true.)
IBM is down over 30% on the year, does that make it a great buy? The biggest challenge is that of opportunity cost. For those seeking a strong yield with upside potential, Enbridge appears to be a more compelling choice. Brian and Adam discuss the decision making process.
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).
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Podcast Details
Started
May 2nd, 2016
Latest Episode
Dec 20th, 2018
Release Period
Weekly
No. of Episodes
168
Avg. Episode Length
26 minutes
Explicit
No

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