Investing Made Simple

Varun

Investing Made Simple is your go-to podcast for learning how the stock market, ETFs, and long-term investing really work—without the jargon or confusing finance talk. Each week, we break down market news, explain beginner-friendly investing concepts, and provide actionable frameworks that anyone can use to start building wealth. Perfect for beginners and curious minds, this podcast will help you understand your money, make smarter financial decisions, and grow your portfolio step by step—all in simple, easy-to-follow lessons. Free resources, portfolio trackers, and guides available in the show notes to help you take action today 

Episodios

  1. 22 ENE

    Running It Hot: How to Buy the 'Greenland Dip' and Navigate 2026’s Policy Hiccups

    In this episode, we break down the "2026 Wealth Roadmap," exploring why the investment landscape is shifting from the dominant "Magnificent 7" tech giants toward a broader, "run it hot" economy. We dive deep into the data showing that the Russell 2000 has surged 10% year-to-date, significantly outperforming the S&P 500 as sectors like transports, energy, and materials begin to lead the market. Drawing from the insights of industry leaders and financial experts in the sources, this episode covers: The Great Market Rotation: Why investors are moving away from AI-centric stocks like Nvidia and Oracle to find value in under-owned, lower-multiple sectors.Navigating Policy Risks: How to handle "tariff tantrums" and Greenland-related market anxiety. We discuss Tom Lee’s strategy of "buying the dip" for fundamentally strong companies while staying clear of firms in the White House policy "bullseye," such as credit card issuers and institutional home buyers.The Stablecoin Explosion: Circle CEO Jeremy Allaire explains why a 40% CAGR is a reasonable baseline for stablecoins as they become neutral infrastructure for global capital markets. We also explore the provocative idea that the cost of moving money could eventually go to zero, much like the cost of data.Mastering Asset "Food Groups": A comprehensive guide to building a portfolio from scratch. We compare the safety of cash (2–5% returns) with the growth potential of index funds, the passive income of REITs, and the extreme volatility of crypto, which can range from -90% to over 500%.Whether you are looking for stable passive income through REITs—which have historically outperformed the S&P 500 over long periods—or trying to time a mid-year market "hiccup" without a full recession, this episode provides the data-backed framework you need to navigate 2026. Note: While the sources provide a detailed 2026 outlook and specific market performance up to January 22nd, actual market conditions can change rapidly. You may want to independently verify the latest price movements and policy updates following these recording dates.

    27 min
  2. 21 ENE

    Investing Strategy 2026: Balancing Growth and Peace of Mind, a portfolio playbook

    Is the U.S. economy a "coiled spring" ready to surge, or a party waiting for the "punch bowl" to be snatched away?. This episode dives into the high-stakes 2026 outlook with Cathie Wood, Dan Niles, and Graham Stephan. The Market Collision: Wood predicts a "Goldilocks" environment where deregulation and tax cuts drive double-digit returns, even if stock multiples compress. Conversely, Niles warns that "easy money" will fuel a "choppy" second half and a potential year-end drawdown as valuations hit record highs. AI: The Great Shakeout: The "AI trade" is no longer a tide lifting all boats. Wood is hunting for "pure play" disruptors outside the "Magnificent Six," while Niles flags OpenAI as a massive risk due to eye-watering cash burn and consumer monetization hurdles. Graham Stephan shares why he continues to dollar-cost average into index funds even as AI valuations become "frothy". High-Conviction Moves: Turnaround Plays: Why Nike’s brand reset, Boeing’s return to self-certification, and Apple’s upcoming "foldable" AI cycle are the big bets for 2026.The Great Liquidation: Graham explains his "unprecedented" decision to dump California real estate in favour of liquidity and peace of mind.Safe Havens: Why a "perfect storm" is driving gold and silver to record highs, and why treasuries remain the ultimate fail-safe for a volatile year.Stop chasing headlines and start mastering the consistency and discipline required for the 2026 shakeout. Note: This description is based on the provided transcripts and includes references to specific market outlooks and personal investment strategies. Please independently verify any financial advice or external data mentioned in the sources.

    26 min

Acerca de

Investing Made Simple is your go-to podcast for learning how the stock market, ETFs, and long-term investing really work—without the jargon or confusing finance talk. Each week, we break down market news, explain beginner-friendly investing concepts, and provide actionable frameworks that anyone can use to start building wealth. Perfect for beginners and curious minds, this podcast will help you understand your money, make smarter financial decisions, and grow your portfolio step by step—all in simple, easy-to-follow lessons. Free resources, portfolio trackers, and guides available in the show notes to help you take action today