Chris Hutchins and this site are part of an affiliate sales network and receives compensation for sending traffic to partner sites, such as CardRatings, Bankrate.com and MileValue.com. This compensation may impact how and where links appear on this site. This site does not include all financial companies or all available financial offers. Terms apply to American Express benefits and offers. Enrollment may be required for select American Express benefits and offers. Visit americanexpress.com to learn more.
#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more.
Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool. He's been intensely interested in money, personal finance, and investing since he graduated from college and shares his knowledge with the world on Twitter, YouTube, Instagram and Fool.com.
Partner Deals
For all the deals, discounts and promo codes from our partners, go to our Partner Deals
Selected Links From The Episode
Connect with Brian Feroldi: Twitter | YouTube | Instagram | Website | Motley Fool Articles
Brian's Site: Long Term Mindset
Order Brian’s Book: Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t
YouTube Video: Brian Feroldi’s Stock Investing Checklist: A Step By Step Guide
Brian’s Investing Checklist: brianferoldi.com/checklist/
Stock Investing Platforms mentioned: Interactive Brokers | M1 Finance
Rhode Island Recommendations: Hemenway’s Restaurant | Waterfire Providence | Tilted Barn Brewery
Books Referenced:
Full Show Notes
Timecodes coming soon
Chris welcomes Brian to the podcast
Making sense of the current market
How Brian feels about calm and volatile times
Timing the market vs. dollar-cost averaging
How Brian thinks about managing his own portfolio
Evaluating risk
The Investor policy statement
How to make an investing checklist
Educating yourself on what to look for when finding a company to invest in
Is Brian's investing more passive or wild bets?
Is price even a factor when investing in stocks?
Understanding market capitalization
Exiting positions when the market cap gets too large
Determining your exit strategy and keeping an investment journal
When to double down on your position
Brian’s counterintuitive investing philosophy
What platform does Brian use to trade?
How to evaluate how a stock or company is doing
Online Resources to compare your stock to the rest of the market
Taking on higher risk bets
Researching and finding asymmetrical bets
Is the vetting process for asymmetrical bets
Five stocks that Brian is keeping his eye on
Brian's book recommendations
Brian's contrarian opinion on paying down mortgage fast
"My financial goal is to make my finances unbreakable." Morgan Housel
Brian's local recommendations for Rhode Island
Where to find Brian online
Connect with Chris
Newsletter | Membership | Twitter | Instagram | LinkedIn
Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
If you’re new, I recommend starting here 👇