Episodes
During the Berkshire Hathaway Annual Meeting 2024, we learned Berkshire sold 13% of their Apple stake in order to have cash and that it was entirely Warren Buffett's decision to buy and sell Paramount. Michelle shares her first takeaways from this meeting ahead of when Signe and Michelle reflect more deeply about this year's shareholder meeting in Omaha.
Published 05/07/24
Should you keep your money in a high yield interest bank account or invest in the stock market? Signe and Michelle provide their takes on this situation with the stock market still at all time highs along with high interest rates for now.
Published 04/30/24
Published 04/30/24
What happens at the Berkshire Hathaway Annual Shareholders Meeting? As the next Berkshire meeting is happening on May 4, 2024, Signe and Michelle share their experiences and what attendees can expect. There are several free events that are open to people. You can meet so many amazing investors, so happy networking!
Published 04/23/24
If you've ever heard stock tips at the water cooler at work or from a Reddit forum or from your friends, what should you do? Signe and I give our own "tips" to avoid making the wrong investment decisions when it comes to stock tips.
Published 04/16/24
Signe and Michelle discuss some of their observations among streaming companies, including Netflix, Disney, Paramount, and Warner Bros Discovery. Signe expressed how she understands the content business. Michelle remarked about how many streamers are struggling to be profitable, and the stock market is punishing several such as Comcast and Roku. Which streamer will rule them all remains to be seen!
Published 04/09/24
What is Dollar Cost Averaging (DCA) and how can it help you to invest? Signe and Michelle talk about the pros and cons of DCA where you contribute a fixed amount of money to your investing account and invest in stocks or mutual funds on a consistent basis. Whether you DCA or go another investing route like lump sum contributions and tranching into a particular stock, you should stick to a strategy for a long time without jumping in and out of the market. Most of all, try not to regret your...
Published 04/02/24
You're probably told you should save and invest your money, but where should you start? The first thing you should do is set a financial goal as the north star you will save and invest toward. Do you want to be financially free or achieve financial independence? Signe and Michelle share some of their financial goals and habits that we hope inspires you to come up with your own.
Published 03/26/24
Signe and Michelle often get asked: "Which Stocks Should I Buy?" and in this episode we will reveal our reply to this question. Book recommended in this episode: "Americana: A 400-Year History of American Capitalism" written by Bhu Srinivasan. Remember to subscribe to @investingmastermind to get the most recent episode directly in your feed. You can also follow us on Instagram @InvestingMastermindPodcast. To take an investing workshop, visit Signe's website: Investionista.com Learn...
Published 03/19/24
Signe and Michelle reflect on the last section of Warren Buffett's annual Berkshire Hathaway shareholder letter for the year 2023 that was released on February 24, 2024. Remember to follow Investing Mastermind Podcast to get the most recent episode directly in your feed. To take an investing workshop, visit Signe's website: Investionista.com Learn more about Buffett-style investing by subscribing to Michelle's YouTube channel, @MichelleMarki Michelle's investing blog:...
Published 03/12/24
Signe and Michelle reflect on the middle section of Warren Buffett's annual Berkshire Hathaway shareholder letter for the year 2023 that was released on February 24, 2024. Buffett sets the tone by writing, "Our goal at Berkshire is simple: We want to own either all or a portion of businesses that enjoy good economics that are fundamental and enduring." While Buffett warns about potential economic storms like those from 2008, he reassures shareholders that Berkshire will remain a financial...
Published 03/05/24
Warren Buffett released his annual Berkshire Hathaway shareholder letter for the year 2023 on February 24, 2024. Signe and Michelle reflect on Warren Buffett's beautiful first page tribute to Charlie Munger, the Architect of Berkshire Hathaway, and the beginning section of the 2023 shareholder letter. Warren Buffett writes his letter to shareholders like his sister Bertie and all shareholders out there who would like to understand how Berkshire is performing in its CEO's eyes. Buffett...
Published 02/27/24
Signe and Michelle go back to Buffett basics as we explain what circle of competence means and how this investing principle can help you identify when you know enough, or not enough, about stocks you are interested in investing in.
Published 02/20/24
The S&P 500 stock market index just hit an all-time high of 5,000 in early February 2024 as a new milestone. Should investors be excited and rush into the market, or should they exercise some caution? Signe and Michelle share their reactions and opinions, all of which is not advice as no one knows what will happen but it's fun to imagine the possibilities! We reflect on some of the Magnificent 7 stocks that may be driving a lot of the current stock market rally in early 2024.
Published 02/13/24
How much should a CEO get paid for being the leader of the business? How Executives and Board of Directors are paid could influence whether you invest in a stock or not. Legendary investor Warren Buffett who has had the same salary of $100,000 for decades has been critical of CEOs who convince their Board Member buddies to rubber stamp huge pay packages while average employee wages stagnate.
Published 02/06/24
People often wonder how much money do they need to be able to start investing? You might be surprised at how little you need to get started! Signe and Michelle answer this question with suggested ideas in today's episode. As mentioned, feel free to check out one of Michelle's YouTube videos explaining various S&P 500 index fund options: https://youtu.be/v0t6q3LuGIQ
Published 01/30/24
Signe and Michelle discuss whether making automatic investments into the stock market (ETFs, mutual funds, stocks) is a good idea. There are pros and cons to what is often referred to as Dollar Cost Averaging (DCA), so we keep these considerations in mind.
Published 01/23/24
Signe and Michelle discuss how investors can figure out potential valuations of stocks instead of guessing at how "expensive" or "cheap" a stock is. We discussed Gamestop as a meme stock example of what could have been true intrinsic value compared with speculative mania on the stock price. Books we mentioned to help with valuation techniques include "Invested" by Danielle Town and Phil Town, and "One Up On Wall Street" by Peter Lynch.
Published 01/16/24
During New Years, a lot of people make resolutions. We reflect on our investing values and outlook for 2024 with 2023 highlights. We hope this you a few questions to ponder along your investing and personal finance journey!
Published 01/09/24
Signe and Michelle are wishing you a happy new year! Michelle shared a few thoughts about what 2024 could entail in the markets, with inflation, and interest rates.
Published 01/02/24
Signe and Michelle are wishing you a happy holiday season and all the best in the new year! See you in 2024!
Published 12/26/23
Signe and Michelle reflect on whether the "American Dream" is still attainable to most millennials and future generations. While millennials earn more income compared to prior generations, we are still behind in terms of overall wealth accumulation compared with baby boomers at our age (source: Generations book by Jean Twenge).
Published 12/19/23
Legendary investor Charlie Munger sadly passed away on Tuesday, November 28, 2023. On the Sunday before, Signe and Michelle recorded their reactions to Charlie Munger's investing advice that he shared with the Wall Street Journal in early November 2023. This is part 2 of our reactions to Charlie's WSJ interview. While we mourn the loss of Charlie, we also want to celebrate Charlie's incredible life and the wisdom he shared with the world. We discussed Charlie's impact on our investing...
Published 12/17/23
Legendary investor Charlie Munger sadly passed away on Tuesday, November 28, 2023. On the Sunday before, Signe and Michelle recorded their reactions to Charlie Munger's investing advice that he shared with the Wall Street Journal in early November 2023. While we mourn the loss of Charlie, we also want to celebrate Charlie's incredible life and the wisdom he shared with the world. We discussed Charlie's impact on our investing philosophies and strategies. We hope this episode serves as a...
Published 12/05/23
We are thankful to our listeners in celebrating a whole year of the Investing Mastermind Podcast. We hope you've enjoyed the journey with us! We shared this Maya Angelou quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” We also made reference to the following episodes: Berkshire Annual meeting experience (23) When to sell stocks (17 and 45 exit strategies) Mathew Peterson (28) Retirement / tax...
Published 11/28/23