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:

 Four Value Stocks We’re Buying | File Type: | Duration: (43:41)

This week The Wise Investor Group discusses four stocks they’re buying as global central banks have temporarily altered the rules of the investing playbook. Additionally, they caution, through history we have learned that when there is too much ‘punch’ involved it is likely investors will pay the price down the road because the underlying economy is what truly drives the market in the long-run. Tune in to hear how The Wise Investor Group is cautiously investing during these historic times. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics!

 Tug-of-war: Inflation vs. Deflation | File Type: | Duration: (43:13)

This week Randy will discuss whether the Fed is over doing it with stimuli and going to spark inflation or are the forces of deflation from consumer deleveraging so profound and too much for the Fed to handle? Tune in to hear how Randy is positioning the assets he manages during the current experiment by the Fed. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 The Investment Cycle of Emotional Investing | File Type: | Duration: (43:32)

This week The Wise Investor Group recaps last week’s volatile trading sessions, potential value investment opportunities in today’s market environment and discuss how to handle your emotions in the investment process. 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.

 Reviewing our Top 10 Holdings | File Type: | Duration: (43:31)

This week Randy devotes the entire show to discussing his top 10 equity holdings. In his discussion, he delves into the rationale behind his investments and at what valuation he believe there is value and could be interested in buying them. Tune in as Randy covers his best value investments and provides an update on the market economy. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Financial Planning Amidst Uncertainty | File Type: | Duration: (43:17)

This week The Wise Investor Group devotes the entire show to timely financial planning topics pertaining to the fiscal cliff. In light of the uncertainty over what is going to happen versus what could happen in the New Year, what should you be thinking about as we approach the New Year? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 The Psychology of Investing | File Type: | Duration: (43:25)

This week Randy discuss his rationale behind selling Coca-Cola and investing more heavily in Pepsi. Currently with a very thin buy list, he comments briefly on which companies he would buy if the market and prices were to pullback. Additionally, Randy dives into the psychological battle investors face on a daily basis in managing their emotions and how to avoid making emotional mistakes. Tune in as he discusses these topics and more! Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Volatility, Buy List & America Has (Natural) Gas | File Type: | Duration: Unknown
 SupplementalCharts20512WIGShow.pdf | File Type: | Duration: Unknown
 Financial Planning Potpourri | File Type: | Duration: (43:07)

This week The Wise Investor Group devotes the entire show to various financial planning topics centered on email questions. Should you contribute to a traditional or Roth 401 (k)? – When you leave your employer should you rollover you 401 (k)?- Why checking your credit report is helpful? Tune in as they answer these questions and many more. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 Global Growth Can Wait, Time for U.S. Stocks | File Type: | Duration: (43:32)

If there is one key theme investors have observed this past decade, it is to “Expect the Unexpected.” The media driven world in which we live tends to force negative associations with the idea of the unexpected. Today, The Wise Investor Group believes there may be investment opportunities where few or no expectations previously existed in domestic equities that derive a significant portion, if not all of their revenues from the U.S. Tune in to hear which domestic value stocks they are buying. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

 10 Stocks for Income Investors | File Type: | Duration: (43:25)

Randy highlights the 10 stocks that income investors may want to consider for their balanced portfolios in the current historically low interest rate environment. He provides insight into why he believes these names are especially in inflation, deflation and higher tax environments. Tune in to hear why Randy believes investors should not lose their appetite for these stocks. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 A Recession Looks Likely | File Type: | Duration: (00.43:35)

Randy makes the point that the recent equity market action and economic reports suggest the probability of a recession has greatly increased. He will breakdown why the probability has increased, what S&P 500 Index price level would suggest a recession has been priced in and what actions he’s taking for the client assets he manages. We’ve been down this road several times before over the last 10 years, so investors must plan accordingly. In addition, Randy will shed some light on what investment themes have worked well during this secular equity bear market and past recessions. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 3R’s (Restaurants, Rates & Repurchases) | File Type: | Duration: (42:36)

The Wise Investor Group highlights several of their top holdings and discuss where they see values during these volatile times and discuss investing themes for rising inflation. They give their opinion as to whether or not TIPS are a good investment as the Fed’s monetary base has witnessed a parabolic move over the last several years. Additionally, they discuss investing in a rising inflation backdrop and several themes, especially stocks with dividends and ones repurchasing shares as they tend to help protect your purchasing power. Join The Wise Investor Group each week as they provide current market comments and delve into timely investment topics.

 Value Stocks in Domestic Names | File Type: | Duration: (43:22)

The first show of the new year, Randy discusses one of many themes that may play out in 2012 – stocks that derive nearly all of their revenues from the U.S. may outperform globally diversified stocks. He provides his rationale for his stance and delves into two stocks he recently bought that stand to benefit from this theme. Additionally, he comments on gold’s volatile price during that last quarter of last year and why it should be in everyone’s portfolio. Join Randy each week as he provides current market commentary and delves into timely investment topics.

 Steel Sector & Global Macro Picture Review | File Type: | Duration: (43:36)

This week Randy discusses the global investment prospects for the steel sector. Over the last several months this sector has come under increasing pressure as global growth estimates have been reduced and all eyes remain on Asia for strength. What are the risks investing today in the steel sector? Are there any value investment opportunities? Tune in to hear Randy’s insight and much more! Join Randy each week as he provides current market commentary and delves into timely investment topics.

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