398 episodes

Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.

InvestED: The Rule #1 Investing Podcast Phil Town & Danielle Town

    • Business
    • 4.4 • 1.4K Ratings

Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Questions? Email questions@investedpodcast.com.

    China's Stormy Seas

    China's Stormy Seas

    The world’s second largest economy has long posed a problem for investors. With the Communist Party embracing markets to spur development in recent decades, many investors have been puzzled by China, seeing many fail to take advantage of an unprecedented explosion of economic growth in the country.

    As the buying power of the Chinese middle class continues to grow, how do investors approach the market in a nation where so much economic influence is under the control of a one-party government?

    Tune in to InvestED this week as we discuss the political and economic situations in China and what they might look like in the near future, as well as how you can profit from the immense potential in that market.

    To read more about the top investing minds from around the globe, download your copy of The Best Investors in the World to broaden your horizons: https://bit.ly/3ONRbri

    Topics Discussed:

    China’s Party Congress

    Future of US/China relations

    Hermès vs LVMH


    Resources Discussed

    Rule #1 Blog

    Ray Dalio’s Notes on China

    Principles by Ray Dalio


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    • 40 min
    Timing Your Exits

    Timing Your Exits

    396: Timing Your Exits

    There is no shortage of opinions about when to sell in the ever-changing world of investing, but those taking the Rule #1 approach know that buying a great business on sale is paramount for maximizing your returns.

    While analyzing the countless factors that influence markets can seem like a formidable task, it really boils down to understanding a stock’s price versus its value. Having a grasp on these two metrics can be one of the most powerful tools in your arsenal of knowing when to hold and when to sell.

    This week on InvestED, listen as Phil and Danielle talk through the evolving methods that tech companies use to retain their user base and minimize risk. As these businesses grow to encompass a wider range of hardware and software in an increasingly interconnected world, investors can utilize this understanding to inform their decisions to either hold or sell.

    To learn more about how the tech giants maintain their advantages over their competitors, download your copy of Moat Types for Durable Advantage to successfully invest: https://bit.ly/3tWwFe5

    Topics Discussed:

    P/E ratio

    Venture capital in US vs abroad

    Government regulation

    Tech ecosystems


    Resources Discussed
    Rule #1: The Simple Strategy for Successful Investing in Only 15 Minutes a Week!

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    • 40 min
    Riding the Backwards Bike

    Riding the Backwards Bike

    There are world-renowned institutions and individuals who have devoted themselves to understanding the ins and outs of investing. Yet despite all of the heavily-scrutinized studies and statistical analyses, we see investors who take an outside-the-box approach and yield impressive results.

    It’s important to keep in mind that, when looking at the methodologies of successful value investors, different strategies are required for different stages of managing your portfolio. The positions that Buffett is taking in 2022 are a far cry from his process 50 years ago.
     
    This week on InvestED, Phil and Danielle discuss why buy and hold might not be the best move in every situation, and when it is the right thing to do, how do you choose the companies to stick with?

    To learn more about how to pick and choose profitable businesses, download your copy of How to Pick Stocks: The 5-Step Checklist to successfully invest: https://bit.ly/3tz0Vfc

    Topics Discussed:

    Intrinsic value

    Modern portfolio theory vs Value investing

    Deciding when to sell


    Resources Discussed

    Riding a Backwards Bike

    The Education of a Value Investor

    The Dhando Investor: The Low-Risk Value Method to High Returns


    For show notes and more information visit www.investedpodcast.com
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    • 36 min
    Hold or Sell? Part 2

    Hold or Sell? Part 2

    Wouldn’t it be nice if the market behaved in a predictable, rational way? Unfortunately for investors, that’s not the case, so having a proven strategy to time your moves is key to achieving long-term success with your portfolio.

    Getting in (or out) at the right time is what separates top investing minds from the rest of the pack, and whether it’s finding a sale on a great company or knowing how to read the tea leaves and avoid being left holding the bag, having the proper analytics can help you navigate the tumultuous investment landscape.

    This week on InvestED, Phil and Danielle dig deeper into topics raised by last week’s listener email, and they take a look back at how superstar investors like Buffett have changed their approach over the past few decades in response to market volatility.

    To see how well you know the wisdom that has inspired the Rule #1 investing strategy, take our Warren Buffett quiz and find out how you stack up: https://bit.ly/3WO1jUy

    Topics Discussed:

    Intrinsic value vs. timing the market

    Understanding your investments

    Velocity of money

    Market distortion

    Building financial independence vs. preserving portfolio


    Resources Discussed
    Rule #1 book

    For show notes and more information visit www.investedpodcast.com 
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    • 34 min
    Timing Tee-Up

    Timing Tee-Up

    On this abbreviated episode of InvestED, @danielletown takes the reins to catch us up on topics discussed in recent weeks and give us a glimpse into what’s ahead as we approach the holiday season.

    She also dips into the mailbag to hear a listener’s thoughts on our recent dialogue regarding when to hold and when to sell during market downturns.

    To get insight into how today’s top financial minds approach their investments, download your copy of The Best Investors in the World: https://bit.ly/3UjWpfE

    Topics Discussed:

    Big changes at Twitter

    Listener email


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    • 5 min
    Hold or Sell?

    Hold or Sell?

    Given the current state of global markets, economic uncertainty can make it difficult to plan for the future. While the changing financial landscape might cause investors to fret, understanding the factors and policies that drive these changes can help you sleep better at night.

    This week on InvestED, Phil and Danielle talk through the long and short-term repercussions of inflation, how a generation of investors will face their first true test in a bear market, and why Rule #1 is so vital to coming out ahead when markets dip.

    To learn more about how to stay centered in your investing practices, download your copy of the Inflation Checklist to successfully invest: bit.ly/3DoVtQD

    Topics Discussed:

    Navigating a turbulent market

    Risk-free rates

    Historic market downturns

    Value vs price


    Resources Discussed
    Modern Portfolio Theory

    For show notes and more information visit www.investedpodcast.com
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    • 34 min

Customer Reviews

4.4 out of 5
1.4K Ratings

1.4K Ratings

Raaaarmand ,

Great info, but hard to listen to

Great principles to learn here, but you have to put up with several sound issues. One host’s voice is often at half the volume of the other, so I’m constantly adjusting the volume, and they pop the mikes regularly, making me feel like someone just shot me in the ear every time. But i hope they sort it out and keep putting out the good info.

hawaiian blossom66 ,

Investing for the Rest of Us!

I found out about Phil a few years ago and this podcast only this year. Loved going back to the beginning and listening through all the old episodes.
Phil have a wonderful teaching style that is easy to understand and follow. Disclosure, I have taken his online workshop and 1 year course. I have tried a little investing in the past but now I’m feeling more confident understanding what to invest in and how. Read his book Rule #1 for sure!
I love having Danielle on as she asks questions that I might have been thinking or even afraid to ask. It truly is a father coaching his daughter about his passion.
Keep on going the information is gold!

Hazelman2 ,

Compliment

Really loved the back and conversation between father and daughter on today’s pod

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