Inspired by Charlie Munger: If you’re an amateur your focus should be on avoiding stupidity, not seeking brilliance. COMPANIES MENTIONED: MoneySupermarket #MONY Polarean Imaging #POLX Destiny Pharma #DEST
Apr 28, 2023•40 min•Ep. 2522
Is the tide coming in on the market?
Apr 14, 2023•1 hr•Ep. 2521
Apology to Steve Cat Piss Perception vs Reality Micro caps will do well from here, they could make you rich.
Mar 24, 2023•45 min•Ep. 2520
Subjects covered in the weekend podcast: - Amanda Holden fancies Pete - Gold - MH370 - Awards Ceremonies - Tax Thresholds - Dollar Cost Averaging into Funds - Head of the Fed: Jerome & Powell - Hope, Hype, Potential Stocks
Mar 10, 2023•54 min•Ep. 2519
In the weekend podcast we talk about earthquakes, Steve moving cash around, portofolio exposure, averaging down in a beark market not being the way forward, spreadsheet love, companies: Polarean #POLX, Trufin #TRU, XP Factory #XPF & Gfinity #GFIN.
Feb 25, 2023•1 hr 3 min•Ep. 2518
John McAfee Parents passing away Probate Inhertiance Tax HMRC 14 out of 14 investments in profit Diversifying Leveraging to winners Best in Class Businesses
Feb 04, 2023•55 min•Ep. 2517
Prince Harry Health is the greatest wealth Portfolio Management Madoff: The Monster of wall Street
Jan 07, 2023•41 min•Ep. 2516
People have seen their portfolio values drop significantly in 2022. Investors no longer want to risk anymore money to make money. They want to avoid losing money. They easiest way for them to do this is pull their money from the market or invest in lower risk assets. Future potential stocks hold less appeal than current value generating businesses.
Dec 23, 2022•36 min•Ep. 2515
On the weekend podcast we talk about: - The cold - Pete's job - Paddy clubbing - Last weekend's activities at Boom Battle Bar owned by XP Factory #XPF - Micro caps are seeing some life, many are bouncing. Missing out on the agressive bounces that come after the agressive sell offs can cost you over the long term. - 78% of the stock market's best days occur during a bear market or during the first two months of a bull market. If you missed the market's 10 best days over the past 30 years, your re...
Dec 10, 2022•51 min•Ep. 2514
Rising prices attract buyers, a falling price attracts sellers. Do not ignore momentum, even if the fundamentals of a company are good. There ha to be a wave for you to ride it.
Dec 03, 2022•57 min•Ep. 2513
The Football World Cup eEnergy #EAAS XP Factory #XPF Deflation Crypto & Bitcoin Government Growth Solar Heat Pumps Gangs of London The Adams Family Andor Black Friday
Nov 26, 2022•50 min•Ep. 2512
UK GDP Good news & bad news Are we at the bottom? 50 day moving average crossing 200 moving average Crypto Elon Twitter Catch my fancy Hatt Mancock The Good Nurse Gangs of London
Nov 11, 2022•55 min•Ep. 2511
The Weekend Podcast: We talk about Andrew Doom Munger Bailey's Bank of England Statement. Accountants Rishi & Jeremy focusing on costs but not on growth The housing market is in for shake up Leverage: You're stupid if you use leverage & stupid people shouldn't use leverage.
Nov 05, 2022•58 min•Ep. 2510
The Weekend Podcast - we talk about how ridiculous UK politics has become.
Oct 22, 2022•46 min•Ep. 2509
The mini budget If you think of in terms of investing into a company which of these would you invest into. A company with a: Liz Truss (CEO) & Jeremy Hunt (CFO) or Kier Starmer (CEO) & Rachel Reeves (CFO) XP Factory #XPF Trufin #TRU eEnergy #EAAS Boohoo #BOO
Oct 15, 2022•53 min•Ep. 2508
We talk about: Our 10 peak challenge The market meltdown The bond market The mini budget XP Factory #XPF eEnergy #EAAS
Oct 01, 2022•55 min•Ep. 2507
This is a short podcast as we were en route to the 10 Peaks Challenge. We talk about the markets selling off, QE & QT plus the government's growth plans.
Sep 25, 2022•23 min•Ep. 2506
https://www.justgiving.com/fundraising/10-grand-peaks On 24th September 2022, 3 intrepid explorers (ish) - Justin Waite, Paddy Kelly and Pete Hibbard - will attempt to tackle 10 iconic peaks in the Snowdonia National Park in aid of bigmoose's 'Project 1 Million'. This incredible project is aiming to raise £1m for mental health therapy and support, and we've decided to do our little bit to support it. The challenge will involve walking / hobbling over 20 miles and climbing several thousand feet o...
Sep 16, 2022•47 min•Ep. 2505
The Queen was the best version of the Royal Family BBC - speak faster Energy Price Cap Freeze XP Factory #XPF - Acquisition & Trading Update eEnergy #EAAS - it's essential for businesses to measure their energy usage & wastage Gfinity #GFIN - Stock Informer now shows Prime Hydration Drink Our 10 Grand Peaks Challenge - a special prize raffle maybe happening - please sponsor us here: https://www.justgiving.com/fundraising/10-grand-peaks...
Sep 10, 2022•1 hr 1 min•Ep. 2504
On this weekend's podcast we talk about: https://www.justgiving.com/fundraising/10-grand-peaks - Our 10 Grand Peaks Challenge - Bargain Hunt - they lose money because the buy at retail prices and try to sell at retail prices. - Company's likely to report financial results, exceeding, meeting or below expectations. - Energy solutions - Government prioritising the wrong points
Sep 02, 2022•51 min•Ep. 2503
Are we in recession? Event Actual Forecast Previous GDP (MoM) -0.6% -1.2% 0.4% GDP (QoQ) (Q2) -0.1% -0.2% 0.8% July is -0.6% August is -0.3% You’re going to need September to grow by 0.9% to not contract - impossible. —— We are in an energy inflation driven recession. The biggest rising cost for any company right now is energy. Domestic energy is capped - which is laughable. Business energy is not. Article in the times about some businesses are seeing a 5 fold increase. There’s a v sad story onl...
Aug 12, 2022•31 min•Ep. 2502
Paddy asks, "How can the price of Wheat free Pita bread go up from £.280 to £3.10? The market is way ahead of central banks. It knew a recession was coming. The AIM All Share hit its high back on 6th September 2021. It started to price this in and fell 34% to it’s low on 5th July 2022. Now central banks are talking about when a recession will end, when do you think the market will start to price this in? However — the market tends to rise 3 - 6 months before the last interest rate hike. The last...
Aug 06, 2022•41 min•Ep. 2501
On this week's podcast - We discuss inflation: Fred bought: £20 more Tesla £20 Microsoft Fred’s Shares Amazon Costco McDonald’s Microsoft Tesla Monty bought: £20 Apple £20 Berkshire Hathaway Monty’s Shares Apple Berkshire Hathaway Disney Google Philip Morris
Aug 05, 2022•12 min•Ep. 2500
The best time to make money in the stock market is after a bear market ends (which last around 12 -14 months). The trouble is, many go too early. It’s better to be late and right than early and wrong. 15 years ago today was the high before the Great Financial Crash on the AIM All Share Index If you’d put £10k into the index after it had risen by 20% i.e. the start of a bull market, then that would be worth £19,283 now, even after this bear market drop of 34%. This is 92.8% gain ---- The AIM All ...
Jul 16, 2022•20 min•Ep. 2499
The Weekend Podcast with Paddy, not Pete & Steve. When family members / friends ask you for investment advice they will generally ask you near the top of the market when everyone is shouting about the gains they're making. This is the worst time to invest. Right now this is one of the best times to invest, for the long term. But whenever they ask you always point them to a fund and tell them to invest via an ISA by paying into it monthly. ——— Near the top of a bull people put money into risk...
Jul 01, 2022•38 min•Ep. 2498
27th June 2022 In this podcast Podcast: We discuss diversity, bear & bull markets. Fred - Bough £20 more Tesla - Bought £20 Microsoft Fred’s Shares Amazon Costco McDonald’s Microsoft Tesla Monty - Sold Starbucks and bought more Berkshire Hathaway - Bought £20 Philip Morris - Bought £20 Disney Monty’s Shares Apple Berkshire Hathaway Disney Google Philip Morris
Jun 28, 2022•12 min•Ep. 2497
I’ve recently made a new investment in eEnergy #EAAS a company fits all my investment strategy filters. And its in the hottest of sectors. In this podcast I talk about it, trying to convince Steve to do some research. The reason why the markets are selling off is largely down to inflation, a huge headwind. The biggest contributor to inflation are energy costs. eEnergy solves this problem for companies. This on its own is a big enough tailwind but it becomes significantly larger when you add the ...
Jun 25, 2022•53 min•Ep. 2496
Bitcoin Crossing $20k - 70% Last time it did this, was on the way up, on 16th December 2020. Currently $19,300 Next support level? $BTC House of Cards event Bear Markets The best time to make a lot of money in the stock market is after a bear market but I want to preface this with a few caveats. Not many investment strategies work well in the down phases of a bear market. I do think the economy is going into a difficult recession BUT this mustn't be confused with the stock market. As soon as the...
Jun 18, 2022•40 min•Ep. 2495
What are the 4 things that will bring inflation down?
Jun 11, 2022•54 min•Ep. 2494
The S&P500 has bounced 6.6% from it’s low on 20th May. In 6 - 12 months time many will think, “I wish I’d bought more during that bear market” It happens after every bear market. It’s where the best returns are made. Of all the bear markets including the great depression, world war two, the dot com bubble & the great financial crash, the average has lasted 14 weeks & the drop has been 36%. AIM has dropped by 32% and lasted 9 weeks. Bear markets are the best times to research, find gr...
May 28, 2022•50 min•Ep. 2493