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:

 S&P Earnings & Golden Opportunities | File Type: | Duration: (43:21)

Randy discusses the equity market’s year-to-date performance, which may surprise investors especially after the volatile year we have had thus far amidst all the global changes and rising uncertainty. Investors are too glued to the headlines and the macro events and are missing what’s happening with longer term market drivers - corporate earnings and valuations. Additionally, with the new year upon us, Randy provides some insight into what may impact the market and earnings ahead and his thoughts on gold. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Reviewing the S&P 500 Financial Sector | File Type: | Duration: (43:35)

This week and for the remainder of the summer, The Wise Investor Group will continue a long standing summer tradition of reviewing each S&P 500 sector. Tune in to hear if they are finding any value opportunities using sector specific valuation metrics within the financial sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Stocks With Bond Characteristics | File Type: | Duration: 00:43:33

Randy discusses the equity and income markets recent volatile actions and shares his thoughts on what message they are sending investors. He also spends time discussing one of his most recent equity purchases, but it has characteristics of a bond. A holding that stands to do well in good and bad times. Tune in to find out what Randy is investing his and clients money in looking to make some dough.

 Summer School: Financial Planning & Asset Allocation | File Type: | Duration: 00:43:21

This summer Randy is doing a series of Summer School shows, sharing his knowledge and lessons of being a value investor. This week he discusses why everyone needs a financial plan and an asset allocation. Many times investors dismiss the need for planning, but Randy gives listeners reasons why they need a plan, or as he calls it a “financial road map”, and points listeners in the right direction.

 Taking Control of the Market | File Type: | Duration: (00:44:26)

This week The Wise Investor Group goes in-depth discussing the political actions on both sides of the Atlantic Ocean and what implications they may have on investment portfolios. In addition, they will discuss the specifics of the Fed’s shift to purchase longer maturity Treasury bonds and its impact on income investment streams and what actions, equity, income and commodity investors may want to consider. One of the main points they try to hammer home is; in this gyrating market, do not be reactive, be proactive and it all starts with doing your due diligence. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 The Market’s Rally: Trick of Treat? | File Type: | Duration: (00:43:37)

As equities continue their march higher, Randy warns investors not to sacrifice long-term underperformance for short-term gains. This may be especially true now when investors may be paying richer multiples for slower growing companies. He also discusses the recent global financial turmoil stemming from Europe and helps listeners make sense of the market’s historic rally. Randy points out the market rallied because the economic data this month hasn’t yet shown a recession, but we could very well be in the early innings of contracting economic data. Tune in as he discusses these topics and answers several emails questions, especially one discussing the railroad sector. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Value Investor Summer School | File Type: | Duration: 00:43:27

Lorem ipsum doOver the course of the summer Randy will do his summer school series covering how to become a better value investor. Before his dives into this, he spends the first few minutes discussing the state of the economy, future economic growth, where earnings estimates are most likely heading, and what has the market most likely priced in. Join Randy each week this summer as he hopes to help you become a better value investor with his wise wisdom and lessons learned along the way. lor sit amet, consectetur adipiscing elit. Praesent nec purus mi. In hac habitasse platea dictumst. Aliquam erat volutpat. Cras dapibus metus ligula, nec scelerisque mauris.

 Volatility: Friend & Foe | File Type: | Duration: 00:39:31

As the volatility continues within the markets, Randy points out investors must keep the long term in mind despite this week’s market action. In fact, he opines what investment opportunities are currently presenting themselves during these volatile times. For this week’s summer school session he shares what he’s reading on a regular basis, as it should help them become better value investors. Tune in to hear Randy’s outlook, investment opportunities, and more.

 Drilling for Opportunities in Energy Stocks | File Type: | Duration: (41:02)

This week The Wise Investor Group discusses in-depth the price difference between Brent and WTI crude oil prices and what impact it has on the investment environment. Additionally, they will discuss two stocks that look attractive on their watch list. Tune in to hear The Wise Investor Group’s insight! Join The Wise Investor Group each week as they provide current commentary and delve into timely investment topics.

 Large-Cap Tech Sector: It Isn’t What It Used to Be | File Type: | Duration: (43:38)

This week The Wise Investor Group discusses why they see more value in the tech sector relative to the other nine S&P sectors. Why are large-cap tech valuations compelling? What specific tech stocks do they own? Tune in to hear The Wise Investor Group's insight and more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 6 Steps to Maximizing Retirement Satisfaction | File Type: | Duration: (43:26)

This week The Wise Investor Group devotes the entire show to retirement planning citing scholarly studies that help them determine the six key steps to maximizing retirement satisfaction. Tune in to hear their insight and much more! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Gold: A Bull Market Transitioning to a Bear? | File Type: | Duration: (43:31)

This week Randy tackles the popular question – Is gold’s secular bull market coming to an end? Tune in to hear the bull and bear case for gold along his insight on how he’s managing his gold asset allocation for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 America Has (Natural) Gas | File Type: | Duration: (43:55)

This week Randy discusses a popular sector in the news, natural gas. He helps contextualize how natural gas is produced, what it’s produced for and most importantly where may the sector be heading in the long-run. Tune in to hear Randy’s thoughts on this energy sector and whether there are any value investments to be discovered! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Impact of Low Yields on Income Investing | File Type: | Duration: (40:04)

Today investors are scrambling for real positive yield and by doing so they are potentially taking on more risk. The world has changed and so has income investing. This week Randy discusses in-depth why the Fed continues to have success pushing rates lower, what the unintended consequences of their actions could be and why savers continue to be penalized. Where can investors find real positive yield today? Tune in to hear Randy’s insight and more. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Egg McMuffin of Investments | File Type: | Duration: (43.30)

y devotes a majority of the show to discuss his most recent investment amidst all the global volatility and uncertainty. He has owned this company before, but this time he’s buying it at the same multiple as his previous purchase despite the price being higher. This company generates over 80% of its revenues outside the U.S. and its slogan is “I’m Loving It”! Any guesses? Tune in to hear what stock Randy has purchased for the client assets he manages. Join Randy each week as he provides current market commentary and delves into timely investment topics.

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