Studying Financial History and Constructing a Diversified Portfolio w/ Ken Winans (MI141)

The Investor's Podcast Network February 10, 2022
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Since 2014, we have been guiding investors and business people of all levels on how to grow financially and personally. Our flagship show, We Study Billionaires, is the largest stock investing podcast in the world, with more than 185 million downloads. Our newest show, The Intrinsic Value Podcast, takes things one step further. Every week, we break down a fascinating business model, from Google to John Deere, teach you about the company’s competitive advantages and challenges, and then go through different valuation approaches to estimate its intrinsic value per share. We condense dozens of hours of investment research into a single episode, helping you get a little smarter about business and investing. And if we think the stock is attractively priced after having broken it down, we add it to our Intrinsic Value Portfolio of long-term stock holdings that we build out on the show over time. Embark on this journey into intrinsic-value investing with us!

Video Description

Clay Finck chats with Ken Winans about the lessons that Ken has learned from studying financial history, why he believes that financial history should be taught in business schools, why January is often an indicator of how the rest of the year will play out, Ken’s thoughts on holding bonds in a portfolio, whether investors should consider TIPS - Treasury Inflation Protected Securities, and much more! Ken Winans is an investment management entrepreneur, an author, and an active philanthropist. Over a long career, he has conducted investment research and designed investment strategies while serving as a portfolio manager, investment analyst and financial writer. As an accomplished investment strategist, he has had much of his investment research published as headline articles by leading websites, magazines, and newspapers. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:05:25 - Studying financial history and relating it to today’s market environment 0:08:03 - Why Ken believes that financial history isn’t taught in business schools 0:14:55 - Constructing a portfolio for clients 0:23:49 - Managing your own money vs. working with a financial advisor 0:30:30 - Why January is often an indicator of how the market will perform throughout the year 0:35:29 - Ken’s thoughts on Inflation 0:39:14 - Ken’s thoughts on holding bonds in the current market environment 0:45:06 - Whether TIPS are a wise investment instead of bonds 0:47:10 - Why most investors stay away from commodities 0:52:58 - Ken’s thoughts on cryptocurrency 0:57:32 - Biggest mistakes Ken sees in the clients he has worked with 📌 Get your first 3 months of investment management with Titan for zero fees! https://www.titan.com/TIP ✔️ Subscribe to Millennial Investing podcast show: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/millennial-investing/studying-financial-history 📖 BOOKS MENTIONED: - Ken Winan’s books: https://amzn.to/3rwIaJ4 - The Intelligent Investor by Benjamin Graham: https://amzn.to/3ozuV8B - Technical Analysis of Stock Trends by Robert Edwards: https://amzn.to/3Llqd7Z - Richer, Wiser, Happier by William Green: https://amzn.to/3HzOQeN Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 ▶️ RELATED EPISODES: - (MI115) Young Investors Getting Started w/ Kelly Lannan: https://www.theinvestorspodcast.com/millennial-investing/young-investors/ - (MI131) Richer, Wiser, Happier w/ William Green: https://www.theinvestorspodcast.com/millennial-investing/richer-wiser-happier/ 💡 OTHER RESOURCES - Check out Ken’s website: https://www.wiadviser.com/ - Check out Ken’s articles on Forbes: https://bit.ly/3owBfgU - Robert and Clay’s tool for picking stock winners and managing our portfolios, TIP Finance: https://www.theinvestorspodcast.com/tip-finance/ - Check out our Investing Starter Packs about business and finance: https://www.theinvestorspodcast.com/mi-starter-packs/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ 📚 Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU 🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn 💸 Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook: https://www.facebook.com/groups/theinvestorspodcast/ 👔 Linkedin: https://www.linkedin.com/company/the-investor's-podcast/ 🐦 Twitter: https://twitter.com/TIP_Network ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

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