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:

 Understanding Closed-End Funds | File Type: | Duration: (33:52)

Investors are scanning the market for yield and alternative investments. One asset class that has become popular has been closed-end-funds. Randy points out, with over 630 funds, not all are created equal and in fact some can be misleading. He walks investors through the process of buying a fund, defines and explains common terms, and warns of potential red flags dealing with leverage. Additionally, Randy comments on the funds he owns and provides a rationale for them. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Flooded With Liquidity | File Type: | Duration: (23:45)

Randy discusses several economic issues and trends to monitor that could cause the 2012 rally to correct. Should we witness a correction, he believes the forces of global central bankers turning on the liquidity spigot will cause any correction to be short and shallow, perhaps allowing for some tactical investments. However, with the market a little frothy, Randy reduced one of his long term holdings and suggests investor’s rent the rally. Additionally, he believe the economy continues to deleverage making it a balancing act to invest in market “hot pockets.” Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Understanding A Thrift Savings Plan | File Type: | Duration: (31:56)

It’s not too often Randy devotes the entire show to discussing government employee Thrift Savings Plans as they prepare for retirement. During this extended special show, Randy outlines how TSP’s work, even though only 85% of employees contribute to them. Not only does he suggest 100% of employees should participate in the plan since the government gives you FREE money, but he offers what he feels are the best choices between the fund options given the specific details and recent changes to the funds. Tune in has Randy helps you plan for the future. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 "Soft Patch" or Recession | File Type: | Duration: 00:17:54

With the markets continuing to gyrate, Randy discusses what the underlying driving forces are, suggests to watch the price action of the S&P as it may foreshadow whether or not the domestic economy is entering a “soft patch” or recession, and puts into context what yesterday’s Fed comments mean to investor and your portfolio. In addition, he will discuss where there could be some future pockets of investment opportunities and what defensive stocks he continues to buy despite their volatile price swings. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 A Bond Sale & Spotting Quality Stocks | File Type: | Duration: (00:15:23)

Randy devotes most of the show to answering emails listeners have sent him in recent weeks. The most common questions he received deals with finding value in high quality, dividend yielding stocks that have a moat worth of an investment during uncertain times. In addition, Randy discusses the surrounding issues with Jeffries Group, what it means to debt and equity holders, why he is taking action and selling the bonds he currently owns. Tune in as Randy helps you discover value in turbulent times while helping you to spot risk and manage it. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 A Tale of Two Stories | File Type: | Duration: (00:21:45)

The current global equity markets are suggesting economies are improving and growth won’t be called into question. However, Randy points out global bonds are in fact telling a much different story. What message are global fixed income markets sending? Which market, equity or fixed income, have a better track record of predicting future outcomes? Are investors getting complacent listening to the media, assuming European global problems have been fixed? Tune in as Randy answers these questions and more as he anticipate future investment outcomes. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Annual Seminar Sneak Peek | File Type: | Duration: (26:16)

Randy’s lays out some of his thinking for his big picture annual seminar at the end of January. In 2002, he stated the S&P 500 Index could trade sideways for the next 15 years. As crazy as it sounded then, today the markets still hover around that price level. His upcoming annual seminar will help you to understand the macro issues that impact the investment environment, why investors must protect capital and where investments can be found to generate growth. Tune in as Randy provides a sneak peek of his upcoming seminar, which you can register for on www.thewiseinvestorgroup.com. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Answering Annual Seminar Questions | File Type: | Duration: (16:52)

Randy devotes the entire show to answering timely questions he received at his annual seminar this past weekend from live attendees and webcast viewers. He expands on several macro issues and comments on individual stocks and themes that stand to benefit from his view on the global economy. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Answering Your Questions | File Type: | Duration: (00:12:39)

Randy answers the stack of email questions he has recently received about the recent market action, gold, financial stocks, Amazon vs. Apple and future stock returns. He suggests to listeners if they have a question that was not answered during the show to email him as he will try to answer your question during a future show. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Apple vs. Microsoft | File Type: | Duration: 00:18:36

Randy devotes the entire show to answering emails listeners have sent him in recent weeks. The most common questions he received deals with whether or not Apple is a buy to a value investor. Contrary to popular belief, if investors could only buy one or the other, Randy gives his rationale as to why investors should consider shares of Microsoft, now, rather than purchasing shares of Apple.

 Banks: Time to Deposit an Investment? | File Type: | Duration: 00:16:02

With the market continuing to gyrate, Randy discusses what’s moving it and where opportunities for investors can be found during these heightened volatile times. As he points out, bank stocks have been nailed recently with investors withdrawing their investments suggesting an investment opportunity may have presented itself. Tune in to hear what stock Randy favors in the banking sector along with some general market commentary. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Beaten Up Stocks to Look At | File Type: | Duration: (00:22:47)

This week Randy discusses stocks that have recently taken a beating, but may be worth considering as their valuations have come down to what some may consider trough levels. He helps investors to understand why these stocks are trading where they are and what future catalysts could push them higher. Randy also points out, the stocks mentioned are not holdings of The Wise Investor Group, but for you the listener and investor, you may find some of these stocks worthwhile after you do your due diligence. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Concentrated Positions | File Type: | Duration: 00:19:44

Often times investors overlook concentrated positions because of sentimental reasons or simply because the investment has done very well for them in the past. Randy devotes much of the show to discuss the behind the scenes risk, tax implications, portfolio performance, and why concentrated positions can do more harm than good. Tune in to hear Randy help you think more “outside the box” regarding such positions you own or will inherit.

 Consumer Defensive Stocks | File Type: | Duration: (00:23:07)

In a continuation of Randy’s rationale as to why investors need to “rent the rally” and play defense, he devotes the entire show to his view on consumer staple defensive stocks. He will define what makes a company defensive and where and when investment opportunities may be presented in the alcohol and non-alcohol beverage, food distributors, and consumer goods sectors. Tune in to hear Randy’s game plan as to how to play defense with defensive investments in a volatile market. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Critical Inflection Point | File Type: | Duration: 00:17:29

Randy dives into the technical chart of the S&P 500. He shares his thoughts as to what the current market chart suggests regarding momentum, where we’re most likely to head from here and possible investment scenarios should the market breakthrough or bounce off current support levels.

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