RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.

from The Rob Berger Show · host Rob Berger

In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy.Here are links to the resources I mention in the video:SPIVA Report: https://www.spglobal.com/spdji/en/res...Concentration of SP500: https://www.visualcapitalist.com/sp/v...Vanguard Lont-Term Bond Fund: https://www.morningstar.com/funds/xna...Paper on Tax Loss Harvesting: https://papers.ssrn.com/sol3/papers.c...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pitch for expensive, complex investing products like a leveraged options strategy. Here are links to the resources I mention in the video: SPIVA Report: https://www.spglobal.com/spdji/en/res... Concentration of SP500: https://www.visualcapitalist.com/sp/v... Vanguard Lont-Term Bond Fund: https://ww...

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RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.

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This episode is 22 minutes long.

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This episode was published on May 28, 2025.

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