InvestED: The Rule #1 Investing Podcast

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

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.

  1. OCT 18

    FROM THE VAULT: Investing in Uncertain Environments

    If there’s one thing that can be said for certain in the closing months of 2024, it’s got to be that we’re seeing the fulfillment of an apocryphal Chinese curse: “may you live in interesting times.” Although global events like wars in Ukraine and the Middle East have shaken the stock market, Phil argues that uncertainty in the investment climate presents the best opportunities for investing. Tune in to this episode of InvestED where Phil and Danielle discuss when and if you should invest in an uncertain investing environment, how to take advantage of lower prices, and how to find antifragile companies. Learn where to find antifragile companies with Phil Town’s Ultimate Stock Market Crash Survival Guide. Get your free copy of the guide now: https://bit.ly/3xNXFlf Topics Discussed: Investing with uncertainty Finding antifragile companies Markets responding to the war in Ukraine Depressions and recessions Inflation and buying power Resources Discussed: Ray Dalio signaling 100 year depression Antifragile: Things That Gain from Disorder Learn more about your ad choices. Visit megaphone.fm/adchoices

    31 min

  2. OCT 12

    FROM THE VAULT: Managing Stress in Turbulent Times

    As we rapidly approach November, one topic seems to suck up all of the oxygen in terms of current events—and it’s not Thanksgiving. No one knows what will happen after the election, but given the razor-thin margins and the heated political climate in America, turbulence is likely. To succeed in investing long-term, focus on buying solid companies that meet Rule #1 criteria and are “on sale.” Many people struggle with this due to stress, market fluctuations, or other distractions. Managing your emotions is key to making rational investment decisions, which depends on how well you take care of yourself. Stress and fear lead to poor choices, so practice staying mindful, whether through meditation, exercise, or reading, to keep a clear head and avoid emotional decisions. On this Vault episode pulled from the last presidential election cycle in the US, Phil and Danielle discuss the negative effects of stress on one’s investing practice and how mitigating that stress can improve your well-being in addition to your portfolio. For more help with avoiding costly investing mistakes, click here to get a free copy of 10 Do’s and Don’ts of Successful Investing: https://bit.ly/3XyEDbD Topics Discussed: COVID-19 Li Liu Self-improvement and self-discovery Ralph Lauren Tesla Circle of competence Dealing with stress Transcendental meditation  Resources Discussed: The Seven Storey Mountain For Love of the Game Turtles All the Way Down Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min

  3. SEP 27

    The Growth Conundrum

    It’s a tricky practice for value investors to navigate through the sea of potential investments. While large, successful businesses can be tempting at the right price, the steps taken to achieve or maintain that success might come with negative environmental and/or societal costs. Given the global dominance of some of the big tech companies in 2024, it might seem like the Amazons and Googles of the world are here to stay. However, issues like misplaced investments, anti-competitive behavior, and a myopic view of the future have seen industry giants topple in the past. This week, Phil and Danielle grapple with the growth dilemma faced by successful companies, and what that can mean for your portfolio as a value investor. To see more sustained growth in your own investments, click here for your free copy of the Rule of 72 Cheat Sheet: https://bit.ly/47awVb6 Topics Discussed: The American Dream Investing in “big” companies City life vs small town life Competition and ethics Sprouts TikTok Resources Discussed: The Anxious Generation by Jonathan Haidt Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min

  4. SEP 17

    It's a Free Market

    For any publicly traded company, the bottom line is going to be the driving factor in every major decision that gets made at the corporate level.  With US tax rates fluctuating between administrations and shake-ups in the Eurozone, it can be like a game of cat and mouse between governments seeking to collect taxes and the companies doing everything they can to avoid those taxes. As stakeholders in a business, investors don’t just own a stock—we own a portion of the actions that are taken by that company.  With the rise of the internet and easier access to up-to-date information around the world, the social component of investing has become a major factor for many in the market. In this continuation of last week’s topic, Phil and Danielle discuss the headquarter dilemma that some corporations are wrestling with and weigh the costs and benefits of activism in the corporate sphere. If you’d like to gauge your own investing knowledge and learn how to improve your investing practice, click here to take the Rule #1 Investing IQ Quiz:  https://bit.ly/3XL7URR Topics Discussed: Corporate tax rates Companies moving out of the US Apple’s Ireland woes Business ethics in investing DEI initiatives/reversals Bud Light controversy ESG Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 min

  5. SEP 12

    Tax Dodgers

    Cryptocurrency, as a volatile and emerging technology, is used by millions around the world. Some of those users are trying to find security amidst unstable financial situations, while others seeking to avoid government oversight or conduct more nefarious activities. Its decentralized nature offers both opportunities and risks. The ultra-wealthy, facing heavy taxation, often protect their assets through investments, relocating funds, or even engaging in deception. Meanwhile, multinational corporations hold immense power, frequently manipulating markets and governments, creating widespread challenges for economies and individuals. Staying abreast of developments in this nascent field is beneficial to investors, as the volatility in crypto markets can distort valuations and complicate the search for long-term investments. In this week’s episode, Phil and Danielle delve into the crypto scene and discuss how the tech sector seems to always be a step ahead of regulators. For further resources in identifying a company’s long-term trajectory, click here for your free copy of The 5 Moats Investment Guide: https://bit.ly/3Kmb33J Topics Discussed: Daily dives into trade publications Tether Goldcoin Apple’s Ireland tax troubles Coach/Michael Kors merger Resources Discussed: WSJ NYT Barron’s All-In Podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min

  6. SEP 6

    FROM THE VAULT: Understanding Debt and the Unexpected

    Debt plays a significant role in determining the value of a company. But how can you accurately assess the worth of a business you're interested in when it's burdened with debt? In last week’s Vault episode, Phil and Danielle explored this issue through the lens of Liberty Media Corporation’s acquisition of Formula One Racing. Building on that discussion, they take a deeper dive into using the 10 cap formula to uncover a company’s true value—debt included—and help investors make smarter decisions. They also touch on the inherent unpredictability of investing, using Tesla’s past and future as a prime example of the uncertainty you should always anticipate. For some Rule #1 tips on dealing with debt in your own financial life, don’t miss your free copy of our Get Out of Debt Checklist: https://bit.ly/3TjolSK Topics Discussed: Value Investing Factoring debt into investment opportunities The 3 Fs of shorting Unpredictability in investing Resources Discussed: InvestED by Danielle and Phil Town Investing Lessons from Formula 1 Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 min

  7. AUG 30

    FROM THE VAULT: Investing Lessons from Formula 1

    When you invest in a business, do you really know who’s pulling the strings? Are you aware of the leadership team and how their choices could significantly influence the outcome of your investment? Take Formula 1, for example. Owned by Liberty Media Corporation, it stands out as a rare opportunity for sports fans to invest in the sporting world. But is it a wise addition to your portfolio? Phil and Danielle explore the increasing popularity of Formula One and discuss the factors that could make stocks like this a good fit for your investment strategy. They break down the first step of their investment approach, using Formula One's background as a case study to demonstrate why it’s essential to fully understand the business behind any stock before making a purchase. If you want a greater degree of certainty with your next investment, download The Four Ms for Successful Investing for help finding the right business at the right price: https://bit.ly/3LhVUAR Topics Discussed: Warren Buffett’s investing strategies Value investing Real-life investing Investing in Trusted Management Formula 1 Stock Resources Discussed: The Innovation Stack Bill Ackman’s 8 Principles Phil’s Go-To Investing Checklist Learn more about your ad choices. Visit megaphone.fm/adchoices

    39 min

  8. AUG 23

    Buy It for Life

    In an era of fast fashion and planned obsolescence, companies that stand behind their products in the long run seem to few and far between. A company’s warranty policy can be enlightening as both a consumer and an investor, and can also inform us about the customer base in that industry. With some businesses updating their former “lifetime” warranties to cover shorter periods of time, how can we know whether those changes are due to declining quality or potential abuse from customers trying to take advantage? Join Danielle as she takes a look at a new policy from one of her favorite companies, as well as some other examples from well-known companies, and what that means for the value investor. If you’re in the early stages of your investing journey, click here for a free copy of The Complete Guide to Investing for Beginners: https://bit.ly/3MBzewf Topics Discussed: lululemon warranty policy change Aldi Dr. Martens Patagonia return/repair policy Learn more about your ad choices. Visit megaphone.fm/adchoices

    11 min
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Hosts & Guests

4.4
out of 5
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About

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.

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