The Wise Investor Show  show

The Wise Investor Show

Summary: In addition to providing perspective on today’s economy, The Wise Investor Show Midweek Update delves into the topics that matter most to achieving long-term financial security. With a deep commitment to value investing, The Wise Investor Group provides the tools listeners need to become better investors, including an understanding of the way the markets move and the ability to analyze stocks and bonds. The hosts straight-talking, common sense approach comes from over 20 years’ experience advising clients in the conservative, long-term growth of their assets. The Wise Investor Group are part of Robert W. Baird & Co. Member SIPC.

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  • Artist: The Wise Investor Group
  • Copyright: Copyright 2019 Robert W. Baird & Co.

Podcasts:

 Reviewing Recent Economic Reports | File Type: | Duration: (13:59)

Equity markets have been on a roll thus far in 2013, mainly on the “resolution” of the fiscal cliff and better than expected economic reports pertaining to jobs and the manufacturing sector. Will the job market and economy continue to improve? Tune in to hear Randy’s insight on the economy and where he’s finding value investments today. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Investing with More Cliffs on the Horizon | File Type: | Duration: (17:24)

Randy devotes a large portion of the show to discuss what the fiscal cliff resolution means to the future investment landscape. While investors rejoiced the news, he suggests more headwinds may be on the horizon and our domestic economy is not out of the woods yet. Tune in to hear how Randy is investing the client assets he manages in these uncertain times. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 What’s the Message of Economic Reports Heading into 2013? | File Type: | Duration: (15:35)

This week, Randy focuses on what message several timely economic reports are sending investors and why he will continue to monitor them. While it’s too early to make a recession call, many reports are back to levels that have been associated with past recessions. What is the likelihood we enter a domestic recession? Tune in to hear Randy’s insight and how he is investing the assets he manages in these uncertain times. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Are the Odds of a U.S. Recession Rising? | File Type: | Duration: (17:30)

This week, Randy discusses why the probability of a domestic recession is rising, but he is not yet sounding the recession alarm. As he points out, many leading indicators have begun to decline, but they must be monitored over the next several months. Tune in to hear what stocks Randy is buying to weather any storm on the horizon. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Time to Start Thinking About Your Legacy | File Type: | Duration: (15:37)

This week, The Wise Investor Group challenges listeners this holiday season to think about what they want their legacy to be while preparing heirs for future transfers of wealth. As they point out, with taxes on the rise, necessary planning today will help you be on the right side of the spectrum in the future as nearly 70% of wealth transfers fail because heirs are not involved in the planning process. Tune in to hear this in depth discussion along with 5 key points to help you transfer your legacy successfully. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Email Questions: Rails, Apple & Portfolio Management | File Type: | Duration: (22:11)

This week Randy devotes the entire show to answering email questions he has recently received from listeners regarding railroad stocks, shares of Apple and NYSE Euronext and proper portfolio management and asset allocation during these heightened times of volatility and economic uncertainty. Tune in to hear how Randy is navigating the investment environment for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment ideas.

 When to Harvest Tax Losses | File Type: | Duration: (14:44)

This week Randy devotes the entire show to discussing the looming fiscal cliff and what the potential outcomes mean to future tax implications. Tune in to hear why Randy is potentially waiting until next year to harvest the few tax loss holdings he currently owns. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Dividend Paying Stocks Under Pressure | File Type: | Duration: (26:37)

This week Randy discusses why dividend paying stocks have come under pressure as the market re-prices risk. Additionally, he discusses several of his recent half positions and whether or not it’s time to buy the other half as shares trade lower. Tune in to hear Randy’s thoughts on Walter Energy, McDonald’s, Norfolk Southern, and Vodafone. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Preparing for Heightened Market Volatility | File Type: | Duration: (20:23)

In a post election show, Randy briefly discusses what the political outcomes mean to the ‘fiscal cliff’ and the future direction of our domestic economy. Additionally, he advises investors to remain defensively allocated and be on the lookout for the market to present an opportunity to upgrade the quality of your holdings should volatility persist. Tune in to hear what investments Randy is making for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Mining for Value in Coal Stocks | File Type: | Duration: (19:09)
 Answering YOUR Questions: Energy, Coal and McDonald’s | File Type: | Duration: (15:45)
 China: Is the Tide Getting Ready to Turn? | File Type: | Duration: (11:41)

This week Randy provides an update on the cyclical bear market in China and whether a cyclical bull is right around the corner. He makes the point, the reflation trade may come back in vogue as several leading indicators appear ‘less bad’ and China’s new leader, who takes office next month, has been vocal about stimulus geared towards infrastructure spending. Additionally, Randy comments on earnings season thus far and provides a technical take on the future direction of our equity markets. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 It’s a Macro Driven Market | File Type: | Duration: (21:48)

This week Randy reiterates why the Fed’s recent actions have temporarily altered the rules of investing. To combat changes in policy, Randy has reallocated the assets in the client portfolio’s he manages. Additionally, he comments on what it means to the short term direction of the market when the ratio of insider’s selling their company stock is eight to one. Tune in to hear where Randy is finding value and what he’s doing to reduce risk. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Secret Behind the Oracle’s Alpha | File Type: | Duration: (18:49)

This week The Wise Investor Group discusses in-depth how & why Warren Buffett has had so much success creating alpha for Berkshire Hathaway for more than 30 years. Additionally, they highlight how Buffett’s stock selection achieves relatively attractive returns that offer a margin-of-safety and trade at a discount to their intrinsic value. Tune in to hear how The Wise Investor Group applies Buffett’s techniques to the assets they manage. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investing topics.

 Answering YOUR Questions: QE, Copper, China and more! | File Type: | Duration: (14:45)

This week Randy devotes the enitre show to answering email questions he has recently received from listeners regarding QE 3, copper prices, China, material stocks and the impact global stimuli has on economic growth. Additionally, he advises listeners the Fed has temporarily altered the rules of the investment game and you must adjust accordingly. Tune in to hear how Randy is navigating the investment environment for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment ideas.

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