Ep719: David Kass – Don’t Invest in a Company Unless the CEO Owns a Large Stake
Ep718: Christopher Panagiotu – Go With Your Gut, but Verify
ISMS 29: Larry Swedroe – The Shiny Apple is Poisonous and Information is Not Knowledge
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe; Ignorance is Bliss. Today they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this ninth series, they discuss mistake number 16: Do You Fail To See The Poison Inside the Shiny Apple? And mistake number 17: Do You Confuse Information With Knowledge?
ISMS 28: Stocks for the Long Run
Andrew is talking about a book that has landed on his desk; Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies. In his book, Siegel tells us to expect a 5% long-term real US stock market return. One of the first charts that he shares in the book shows the US nominal returns.