The Wise Investor Show

Randy answers several timely email questions asking what his thoughts are on the most recent unemployment data and if it changes his view for domestic economic growth. Additionally, he answers a question regarding what his best guess is for equity returns in the coming year and rationalizes it. Tune in as Randy may answer your question and provides some insight to themes in his upcoming seminar. Join Randy each week as he provides current market commentary and delves into timely investment ideas.

This week Randy devotes most of the show to discussing the timely U.S. debt ceiling and the options that are on the political table. As he points out, those options will have an impact on the Treasury, equity, municipal, corporate bond, and commodity markets, but the impact will be determined by the ultimate details of the debt ceiling. Tune in to hear several U.S. debt ceiling resolution scenarios and the potential investment implications to your portfolio.

Randy tackles one of the biggest challenges most investors face today and one that is a double-edged sword: investing in income generating assets. He will breakdown the positives and negatives of a low interest rate environment and educate you on how to use low rates to your advantage without adding risk to your personal finances or portfolio. In addition, Randy answers an email question regard Berkshire Hathaway’s share repurchase announcement. Tune in as Randy discuss these topics and more. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses and contextualizes the daily changes and speculation surrounding Eurozone bailouts and what they mean to the financial system, especially European banks. He points out the recent action may temporarily help build confidence, but in the end Eurozone policy makers seem to be only buying time hoping economic growth resumes. The remainder of the show, Randy points out a Santa Clause rally could start early for two reasons - we’re in the third year of the presidential cycle and over 80% of the time since 1986, December has been a positive month for equities. Tune in as he sheds more light on these topics and talks about several special situation stocks that could temporarily benefit from a jolt of European confidence and a December to remember. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy discusses what he thinks investors should do to help them weed out all the market noise. He suggests investors should ignore the media’s jaded perception of reality and focus on what matters - buying quality businesses at a discounted price. In addition, Randy provides a few market stats proving we’ve been down this volatile path before and until there is some endgame volatility will most likely persist. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy devotes a majority of the show to discussing a scholarly study he recently read dealing with investing during heightened periods of market volatility. He provides insight as to whether value outperformed growth investing styles and what tendencies, both buying and selling, may impact your portfolio the most. Randy also points out conventional wisdom suggests volatility is a foe, but in reality it can be your good friend. Tune in to hear what value stocks he is buying during these volatile times. Join Randy each week as he provides current market commentary and delves into timely investment topics.

This week Randy has fellow well respected value investor and author of The Little Book of Sideways Markets, Vitaliy Katsenelson on the show. With similar views, Randy interviews Vitaliy to get his perspective on state of the current secular equity bear market, where it’s most likely heading, potential black swans and what investments investors should consider. Join Randy each week as he provides current market commentary and delves into timely investment topics.

Randy does the second show of a two-part series focusing on five things that could potentially go wrong and right with the economy and investment landscape in fiscal year 2012. He highlights five potentially good things that are not on investors radar nor discounted in equity valuations that could alter the global economy. As Randy points out it’s usually what you don’t anticipate happening that really does end up happening. Everyone is focused on Europe but there are pockets of strength in our domestic economy from an improving employment situation to housing potentially finding a bottom that are not getting much attention. Join Randy each week as he provides current commentary and delves into timely investment topics.

Randy does the first show of a two-part series focusing on five things that could potentially go wrong and right with the economy and investment landscape in fiscal year 2012. He highlights five potentially bad things that are not on investors radar nor discounted in equity valuations that could alter the global economy. As Randy points out it’s usually what you don’t anticipate happening that really does end up happening. Everyone is focused on Europe but there are plenty of other issues from policy to oil that can impact us all that are not getting much attention. Join Randy each week as he provides current commentary and delves into timely investment topics.