PODCAST · business
Low Rates High Returns
by Pete Wargent and Stephen Moriarty
A podcast about managing your money, hosted by investor and financial coach Pete Wargent and private investor Stephen Moriarty. Hosted on Acast. See acast.com/privacy for more information.
Episodes
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Investment Strategies mini-series: The 52-week low formula
In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at the 52-week formula, a systematic strategy for stock picking to...
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Investment Strategies mini-series: Dogs of the Dow
In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at the famous Dogs of the Dow strategy, coined by Michael…
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Investment Strategies mini-series: The Permanent Portfolio
In this mini-series Pete and Steve review a range of popular investment strategies tosee what investors can learn, and how you can fashion an approach to suit your owncircumstances, preferences, and personality.This week, a look at Harry Browne’s Permanent Portfolio: stocks, gold, bonds,...
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Investment Strategies mini-series: Dreman’s Contrarian Strategies
In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.This week, a look at David Dreman’s Contrarian Investment Strategies, buying stocks…
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2021: The Year in Review
This week Pete and Steve discuss 2021, the year in review.They consider their 8 timeless investment principles, and how to apply these in 2022.Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial...
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Meet the Experts mini-series #7 (part two): Tim Staermose - Hunting value, African lions
In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price...
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Meet the Experts mini-series #7 (part one): Tim Staermose - Hunting value, African lions
In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price...
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Meet the Experts mini-series: Anatomy of a loser
In this episode Pete and Steve discuss their worst ever investments, and the decision processes that led to their downfall. Perhaps unsurprisingly, the 8 timeless principles of investing were not followed when making these investments!Tune in to hear the details of how both Pete and Steve lost...
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Meet the Experts mini-series: The lessons so far...
In this week's episode, Pete and Steve recap on some of the most valuable lessons learned so far from their recent interviews with investment experts, drawn from a range of different fields.Thanks for listening!Download a free copy of our latest book, Total Money Management – How to escape the…
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Meet the Experts mini-series #6: Gareth Brown
In this episode Steve and Pete speak to Gareth Brown of Forager Funds.They discuss:-Gareth's background and how Gareth came to be in the funds management industry-some of Gareth's best - and worst - investment decisions on his journey-the problems with the traditional 'value investor'...
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Meet the Experts mini-series #5: Alan Edmunds
This week Pete and Steve speak to Alan Edmunds, a Sydney-based expert in investing in Australia small caps.Listen as Alan discusses:-Why your own personal life situation impacts your ability to invest in small caps (e.g. do you have a mortgage? relationship status? family commitments?).…
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Meet the Experts mini-series #4: Liam Shorte
This week Pete and Steve meet self-managed superannuation expert Liam Shorte. They discuss with Liam:-what is the purpose of superannuation in Australia?-is self-managing super for everyone?-how much do you need to self-manage your super?-what does it cost to set up a self-managed super fund?-how...
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Meet the Experts mini-series #3: Peter Simpson-Morgan
In this episode Pete and Steve chat to Peter Simpson-Morgan, legendary Australian fund manager at Perpetual and 452 Capital.Peter was known for his 'Peter Lynch' style of investing and in this extended episode generously shares his insight on how he manages his own money today, and much more…
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Meet the Experts mini-series #2: Con Mickalakis
In this episode we chat with Con Mickalakis, Chief Investment Officer of Statewide Super. We talk about our 8 timeless principles of investing with Con and if and how he thinks about them in his job. We also discuss the issues surrounding the management of large amounts of money and what he…
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Meet the Experts mini-series #1: Jordan Eliseo
Welcome to our new mini-series where we interview expert investors across different asset classes from around the traps. In this episode, Pete and Steve discuss investing in gold with Jordan Eliseo from the Perth Mint.Jordan works as the Manager – Listed Products and Investment Research for The...
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The Ten Best Books mini-series #6: Buffett and Graham
In the final episode of this mini-series, Pete and Steve discuss their final picks in their top 10 investment books of all time.Steve chooses:Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World's Most Famous Investor by Mary Buffett and David ClarkePete...
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The Ten Best Books mini-series #5: Poundstone and Taleb
In this episode Pete and Steve discuss their next two selections in their Top 10 Investment Books.Steve choosesFortune's Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street by William Poundstone.And Pete chooses Antifragile by Nassim Nicholas...
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The Ten Best Books mini-series #4: Mauboussin and Moriarty
In this episode Pete and Steve choose the next two books in their top 10 investment books.This week their selections are:1. Michael Mauboussin - The Success Equation - Untangling Skill and Luck in Business, Sports, and Investing2. Pete Wargent and Steve Moriarty - Low Rates High Returns…
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The Ten Best Books mini-series #3: Mahar and Housel
Following on from last week, Pete and Steve chat about two books they think offer investors some insights into wealth building and investing in general. The books actually compliment each other even though they address different aspects of wealth building and investing. The books are:1. "Bull" by...
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The Ten Best Books mini-series #2: Shiller and Hagstrom
In this episode Pete and Steve nominate two of their favourite ever books on investing. Books referenced:- Robert J. Shiller - Irrational Exuberance - Robert G.Hagstrom - The Warren Buffett Portfolio: mastering the power of the focus investing strategy- Stephen Jay Gould: Full House: The Spread…
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The Ten Best Books mini-series #1: An Introduction
In our new series The Ten Best Books, over the coming weeks we are going to discuss those books which Steve and I believe can assist investors to make better investment decisions. Out of all the books we have read, we believe these ten are special. Whether they focus on theory or practical…
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The 4Fs Model mini-series #7: Running your own financial race
We hope you have enjoyed the 4 F's as a detour from our usual finance topics. But both Pete and Steve understand that while finance is critical, it is important to place it in context to our whole life. We believe wealth building is important but needs to be a part of a wider goal of living a…
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The 4Fs Model mini-series #6: Fun - Too much of a good thing can be wonderful
In this episode Pete and Steve discuss the 3rd of the 4 F's - fun. They discuss various aspects of fun like - Should it be planned? Can you have fun by yourself? What role does personality play in determining what fun is for you as an individual? Join Pete and Steve as they discuss the 4 F's...
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The 4Fs Model mini-series #5: Fitness - Nothing will work unless you do
In this episode on Fitness, Pete and Steve discuss how each of the 4 F's characteristics can help you maintain a healthy physical and mental lifestyle. As Pete and Steve often discuss, when it comes to finance you don't want to overdo it and the same principle applies to fitness. You need to...
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The 4Fs Model mini-series #4: The Ikigai Philosophy and finding your purpose
In this episode Pete and Steve discuss philosophy and why it is arguably the most important of the 4. They use the characteristics discussed in previous episodes to determine how philosophy has evolved since the earlier generations. With a focus on the 9 Types, Pete and Steve delve into just how...
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The 4Fs Model mini-series #3: Don't Do Dumb Stuff
In this episode Pete and Steve discuss the final 4 characteristics that you should think about in developing your 4 F's model. They discuss, thinking, curiosity, perseverance and finally planning and how each of these can help you in achieving your goals and living a balanced life.Books…
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The 4Fs Model mini-series #2: The Characteristics of the 4Fs Model
In this episode, Pete and Steve discuss 4 of the characteristics or principles that we each should consider when building your own 4 F's model. We discuss the importance of balance and how it can impact your life. We talk about distributions like the normal distribution and relate it to finance....
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The 4Fs Model mini-series #1: Fun, Fitness, Finance, and Filosophy
In this new series Pete and Steve discuss their 4 F's mental model. The 4 F's stands for:FunFitnessFinance andFilosophy. In this introductory episode Pete and Steve outline their thoughts around what makes a life successful. Being successful is about your whole life, not just the financial side…
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Warren Buffett mini-series #7: What can we learn from Warren Buffett?
In this, the final episode in the Buffett mini-series, Pete and Steve discuss what we can learn from Warren Buffett's journey as an investor. Are there any special characteristics that each of us can gain from Buffett in helping us be successful not just in investing but in life in general....
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Warren Buffett mini-series #6: The Kelly Investor
In this episode, Pete and Steve discuss the Kelly Criterion and whether Warren Buffett could be considered a Kelly investor. Buffett has never mentioned whether he is a Kelly investor, but by looking at the Kelly principles, Pete and Steve believe that Buffett is probably a Kelly investor given…
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Warren Buffett mini-series #5: “No Means No"
In this episode, Pete and Steve chat about how Buffett has been able to succeed by saying no to a majority of investing themes and remaining through thick and thin to his investment style. Many investors especially when first starting out, say yes to everything and often come to the conclusion…
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Warren Buffett mini-series #4: “Only invest in 'simple businesses' that you understand”
In this episode, Pete and Steve discuss each of Warren Buffett's criteria of what constitutes a "simple" business. (1) Large purchases and large companies,(2) Demonstrated consistent earning power,(3) Businesses earning good returns on equity while employing little or no debt,(4) Management in...
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Warren Buffett mini-series #3: Be fearful when others are greedy & greedy when others are fearful
In this episode, Pete and Steve discuss Buffett's quote "be fearful when others are greedy and greedy when others are fearful".They discuss Buffett's musing about the value of the stock market overall; his understanding and the way he takes advantage of other investors emotions and how he uses...
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Warren Buffett mini-series #2: Price is what you pay, value is what you get
"Price is what you pay, and value is what you get". So says the master Warren Buffett. In this episode Pete and Steve discuss what exactly Buffett thinks about price and value and what do they really mean for investors. We also discuss value in both the micro and macro sense and also a discussion...
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Warren Buffett mini-series #1: Rule No. 1 is don’t lose money
In this podcast series on Warren Buffett, Pete and Steve dissect some of Buffett's best known quotes to determine what Buffett means and how you can use Buffett's philosophy to improve your investment prowess.In this opening episode, Pete and Steve discuss the meaning behind Buffett's best known...
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Economics mini-series Episode 5: Economics and investing - Bringing it all together
Join Pete and Steve as they wrap up the Economics and the Market series with this episode where they discuss:- What are our beliefs about the connections between economics and markets?- Which way does the correlation go – do markets drive economics or the other way around. Because asset prices…
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Economics mini-series Episode 4: Does Economics help you to invest?
It's widely assumed that there is a close connection between the stock market and the broader economy.It sort of makes sense, right? After all, both deal with money! In this episode, Pete and Steve discuss whether there actually is a correlation between economic growth and stock market returns…
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Economics mini-series Episode 3: Modern Monetary Theory
Is MMT good for the stock market? Why is it so controversial? In this episode Steve and Pete discuss the various aspects of MMT including whether it is good for markets and the impacts of the theory on your stock market portfolio. Books - Stephanie Kelton, The Deficit Myth; L. Randell, Wray…
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Economics mini-series Episode 2: Behavioural Or Rational?
Economics has a long history but one that is littered with failures to predict large influential events that impact the global economy. The Queen of England famously asked why economists could not have seen the Global Financial Crisis before it happened.Since the GFC, economics and alternative...
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Economics mini-series Episode 1: The History of Economics
In this opening episode of Series 5, Steve and Pete discuss the history of economics and how the theory has evolved over time. This is the first in the series which seeks to gain a greater understanding how economics interacts and influenced the stock market. Reference books:1. John Kenneth...
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Bubbles mini-series Episode 4: What should serious investors do during bubbles?
Participating in any market bubble can be lots of fun. Making money and watching your portfolio grow quickly is music to every investors ears. But what about when you recognise the market is getting or is in a bubble. What should you do?Should you join in? Sell out and wait in cash? Find...
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Bubbles mini-series Episode 3: What are the results of bursting bubbles?
Market bubbles are generally thought of as overall negative events because when they burst they leave behind a lot of sad investors who are nursing heavy losses. Once the bubble bursts, investor get a change to survey the damage. But most clouds have a silver lining if you look hard enough. In…
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Bubbles mini-series Episode 2: How to spot bubbles
In today's episode we discussed some of the characteristics of a bubble, and how they can be identified.We discussed several warning signs, including the following:-Valuation metrics become redundant -No price too high!-Technical analysis starts at high valuations-Investor profile: a surfeit of…
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Bubbles mini-series Episode 1: What are bubbles?
The excessive bubbles of history took a great economic situation and extrapolated it into the future, based on an assumption that today’s perfect conditions will continue.We find there are bubbles in all asset classes – property, stocks, art, basically any area where people trade.Jeremy Grantham...
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Episode 27: Company man - This is our model for investing in companies
In this week’s episode we discuss:-The ‘risk hierarchy’ of investing and why individual companies can carry the greatest risk-Why systematic structural advantages can lead to investment success-Porter’s 5 forces versus Greenwald: which model is better-Monopolies and oligopolies – supply versus...
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Episode 26: Industry cycles - This is how to invest in sectors
In this week’s episode we discuss:-industry cycles and why they repeat-industry CAPE ratios-why supply matters as well as demand-focussing on statistics over stories-a very simple method for investing in sector ETFs! Books mentioned:Geoffrey West – ScaleJonathan Tepper – The Myth of…
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Episode 25: Static versus dynamic - This is the best stock market model
In this week’s episode we discuss:-which model is best for the stock market? Which model reflects the true reality?-what is capital growth theory?-why it’s best to think dynamically and to take an active approach-why EMH is best for financial advisors, but not for you-our 8 timeless principles…
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Episode 24: What the funk? The commonalities of great investors
In this week’s episode we discuss:-Why every investor has a favourite model for achieving superior returns-Characteristics of the different ways to invest: fundamental, technical, or quant-Why simple models outperform the complex-Correlation and complexity: why it’s so hard to weight variables to...
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Episode 23: Keep it simple, stupid!
In this week’s episode we discuss systematic simplicity, and how more moving parts can mean that there are more things to go wrong.Here’s what we cover and discuss:•Why discounted cashflow calculations are difficult•What’s the best way to value a company?•How the great investors can end up with...
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Episode 22: Paying dividends - the role and importance of dividends
In this week’s episode we discuss:-our earliest experiences in stocks: stock tips and speculation! -how to formulate a systematic approach-the historical composition of returns from stocks: dividends and capital growth-are dividends better than capital gains?-Australia and franking credits-US...
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ABOUT THIS SHOW
A podcast about managing your money, hosted by investor and financial coach Pete Wargent and private investor Stephen Moriarty.
Hosted on Acast. See acast.com/privacy for more information.
HOSTED BY
Pete Wargent and Stephen Moriarty
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How many episodes does Low Rates High Returns have?
Low Rates High Returns currently has 71 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Low Rates High Returns about?
A podcast about managing your money, hosted by investor and financial coach Pete Wargent and private investor Stephen Moriarty. Hosted on Acast. See acast.com/privacy for more information.
How often does Low Rates High Returns release new episodes?
Low Rates High Returns has 71 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Low Rates High Returns?
Low Rates High Returns is created and hosted by Pete Wargent and Stephen Moriarty.
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