71 episodes

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

Low Rates High Returns Pete Wargent and Stephen Moriarty

    • Business
    • 4.8 • 80 Ratings

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

    Investment Strategies mini-series: The 52-week low formula

    Investment Strategies mini-series: The 52-week low formula

    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
    This week, a look at the 52-week formula, a systematic strategy for stock picking to overcome the tendency towards reactionary ‘System 1’ thinking.

    Can a simple formula really beat the market? What quality filters need to be used to avoid picking duds?

    Resources:

    The 52 Week Low Formula: A Contrarian Strategy that Lowers Risk, Beats the Market, and Overcomes Human Emotions – Luke Wiley

    Competition Demystified – Bruce Greenwald

    Buffettology – Mary Buffett and David Clark

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 33 min
    Investment Strategies mini-series: Dogs of the Dow

    Investment Strategies mini-series: Dogs of the Dow

    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
    This week, a look at the famous Dogs of the Dow strategy, coined by Michael O’Higgins.

    A simple strategy for beating the market, can this strategy still be replicated today? And how about for Australian investors?

    Resources:

    O'Higgins Asset Management, Inc. (ohiggins.com)
    Dogs of the Dow website (dogsofthedow.com) – great resource and there is plenty of information regarding performance of the various strategies.
    Beating The Dow – Michael O’Higgins Revised edition 2000. The only book you really need.
    He did also write Beating the Dow with Bonds.

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 29 min
    Investment Strategies mini-series: The Permanent Portfolio

    Investment Strategies mini-series: The Permanent Portfolio

    In this mini-series Pete and Steve review a range of popular investment strategies to
    see what investors can learn, and how you can fashion an approach to suit your own
    circumstances, preferences, and personality.
    This week, a look at Harry Browne’s Permanent Portfolio: stocks, gold, bonds, and
    cash.
    How well has the simple strategy performed over the past few decades, and with
    what level of volatility?

    Resources

    Fail Safe Investing (Lifelong Financial Security in 30 minutes) – Harry Browne
    A quick little read where Harry discusses 17 rules of investing which is mainly index
    and get on with your life.
    The Permanent Portfolio (Harry Browne’s Long-term Investment Strategy) – Craig
    Rowland & J.M. Lawson

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 30 min
    Investment Strategies mini-series: Dreman’s Contrarian Strategies

    Investment Strategies mini-series: Dreman’s Contrarian Strategies

    In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
    This week, a look at David Dreman’s Contrarian Investment Strategies, buying stocks on low valuations to beat the market.

    Resources:
    David Dreman – Contrarian Investment Strategies: The Next Generation
    David Dreman – Contrarian Investment Strategies: The Psychological Edge
    Validea – website with a range of screeners.

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 36 min
    2021: The Year in Review

    2021: The Year in Review

    This week Pete and Steve discuss 2021, the year in review.

    They consider their 8 timeless investment principles, and how to apply these in 2022.

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 51 min
    Meet the Experts mini-series #7 (part two): Tim Staermose - Hunting value, African lions

    Meet the Experts mini-series #7 (part two): Tim Staermose - Hunting value, African lions

    In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.

    Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.

    Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price which will compound for the long term.

    Learn how and why Tim invests for value, and how he applies the same principles across his whole life, to invest for time and money freedom.

    For more information or to contact Tim, see:

    globalvaluehunter.com/

    Thanks 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/podcast

    Pete Wargent
    www.petewargent.com/
    www.linkedin.com/in/pete-wargent-37228322/

    Stephen Moriarty
    twitter.com/SGM63

    • 36 min

Customer Reviews

4.8 out of 5
80 Ratings

80 Ratings

TeganN1010 ,

A must listen

I’m loving this podcast. Each episode is concise and yet there’s a wealth of knowledge and sound advice in each. I highly recommend their book by the same title to accompany your listening

medicalmumma ,

So much gold!

Novice here. So glad I stumbled on this podcast. Even more glad I bought the book. Feel so much better equipped to approaching my investment journey with some sort of a plan that isn’t based on emotion! Love that they’re local QLDers and super relevant to the times.

Thillzy ,

Awesome

These guys seriously know their stuff and make it so easy to understand for those of us looking to learn more about the markets!

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