Description
In this episode of The Business Brew, host Bill Brewster
interviews John Buckingham, editor of the Prudent Speculator newsletter. John shares his investing expertise, strategies for managing a diversified portfolio, and provides data-driven insights on how stock markets perform under different tax regimes, political administrations, and election cycles.
They discuss how to stay disciplined and focused on long-term investment objectives amidst market noise and uncertainty. John's commentary is complemented with historical data, illustrating that despite economic and political turbulence, sticking to a disciplined investment strategy can be rewarding.
00:00 Welcome to the Business Brew
01:52 Introducing John Buckingham
04:01 Navigating Market Uncertainty
06:32 The Value of Value Investing
11:11 The Origin of the Prudent Speculator
24:13 The Importance of Dividends
35:56 Navigating Market Volatility
36:12 Apple's Investment Strategy
37:43 The Role of Volatility in Investing
38:18 Market Reactions and Investor Behavior
39:39 Historical Market Trends and Predictions
46:39 Investment Strategies and Stock Selection
51:28 Tax Rates and Market Performance
57:00 Election Impact on Markets
01:04:04 Long-Term Investment Philosophy
01:07:31 Concluding Thoughts
Shoutout to SpeechDocs (@speechdocs on X) for the show notes below.
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