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All Episodes

InvestED: The Rule #1 Investing Podcast — 498 episodes

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Title
1

497- FROM THE VAULT: Dawa Tarchin Phillips on Becoming a Mindful Investor

2

496- FROM THE VAULT: What Happened to Horsehead Holding?

3

495- FROM THE VAULT: Understanding Free Cash Flow

4

494- Happy Holidays

5

493- Eventing

6

492- Questionable Mastery

7

491- Google Brainpower

8

490- Talking Terumo part 2

9

489- Talking Terumo

10

488- Either Way I Win

11

487- Portugal and Election Eve

12

486- FROM THE VAULT: Investing in Uncertain Environments

13

485- FROM THE VAULT: Managing Stress in Turbulent Times

14

484- The Growth Conundrum

15

483- It's a Free Market

16

482- Tax Dodgers

17

481: FROM THE VAULT: Understanding Debt and the Unexpected

18

480- FROM THE VAULT: Investing Lessons from Formula 1

19

479- Buy It for Life

20

478: Bank OZK

21

477: FROM THE VAULT: Warren Buffett's Inflation Principles

22

476- One Only

23

475- Expert Help

24

474- Bad Blood

25

473- Last of the Mohicans

26

472- Succession

27

471- Pool Party Investing Practice

28

470- FROM THE VAULT: GameStop and Short Squeezes

29

469- FROM THE VAULT: What Nike’s New Campaign Means for Their Stock

30

468- Ten Billion

31

467- More Ulta Issues

32

466- Ulta's Makeup Weather Part 2

33

465- Ulta's Makeup Weather Part 1

34

464- Not-So-Secret Weapon

35

463- Bad Investment

36

462- A Third Kind of Capital

37

461- Buffett's Bertie

38

460- Heliski, Brands, and Buffett

39

459- FROM THE VAULT: Reducing Basis With Dividends

40

458- FROM THE VAULT: Checklist Inversion

41

457- Stop the Insanity

42

456- Buy Side Weather Matrix

43

455- Weather Matrix Part 2

44

454- Weather Matrix

45

453- The Weather- Numbers Almost Enough

46

452- The Weather

47

451- Happy New Year!

48

450- FROM THE VAULT: The Fed & Inflation (Part 1)

49

449- Charlie

50

448- FROM THE VAULT: Charlie Munger’s 3 Ways to Build a Great Portfolio

51

447- Thank You, Charlie Munger

52

446- Grateful

53

445- Turkey Day!

54

444- Catastrophic Mistake

55

443- Key Man

56

442- Sketchy Going Public

57

441 - Penny Stocks part 3

58

440- Penny Stocks part 2

59

439- FROM THE VAULT: Speculating vs. Investing

60

438- FROM THE VAULT: Quick Questions: Investing Vs. Speculating

61

437- Penny Stocks & Movies

62

436- Towns in Iceland

63

435- We Don't Pick Stocks

64

434- Happy Labor Day!

65

433- Big Box Competition

66

432- Perfect Competition

67

431- Going Deeper with Glanbia

68

430- Analyzing International

69

429- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 2

70

428- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 1

71

427- Investment Travelers

72

426- The End of the World

73

425- Happy 4th!

74

424- AI for Investing with Nuno Neves Cordeiro

75

423- FROM THE VAULT: How to Find and Follow Investing Gurus

76

422- Learning AI with Nuno Neves Cordeiro

77

421- Real AI with Nuno Neves Cordeiro

78

420- The Good, the Bard, and the Ugly

79

419- $100 Bills: Berkshire Meeting part 3

80

418- Berkshire Shareholder Meeting part 2

81

417- Berkshire Shareholder Meeting

82

416- Berkshire Info

83

415- ChatGPT part 2

84

414- Separate the Wheat from the Chat

85

413- Deal or No Deal?

86

412- The Power of Compounders

87

411- Publicly Traded Banks

88

410- Silicon Valley Bank

89

409- Hasta la Vista Outdoor

90

408- Investing is Life

91

407- FROM THE VAULT: Speculating vs. Investing

92

406- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 3

93

405- Free Solo

94

404- In The Moment

95

403- FROM THE VAULT: The Role of Shorting in the Market

96

402- Managing Expectations

97

401- No Resolutions

98

400- Celebrate!

99

399- Four Buckets Part 2

100

398- Four Buckets

101

397- China's Stormy Seas

102

396- Timing Your Exits

103

395- Riding the Backwards Bike

104

394 - Hold or Sell? Part 2

105

393- Timing Tee-Up

106

392- Hold or Sell?

107

391- Head Start for Investing

108

390- Turbulence

109

389- Stay Centered

110

388 - What Matters

111

387- Risk Averse

112

386 - FROM THE VAULT: Real Estate Investing

113

385 - Lost Money

114

384 - From the Vault: Best Munger Quotes

115

383- Google's Regulatory Risk (Part 1)

116

382- Investing on Vacation

117

381- What Happened to Google?

118

380- FAANGM Stocks

119

379- Netflix Earnings

120

378- Netflix Questions

121

377- Netflix Price

122

376- Netflix (Part 3)

123

375- Netflix (Part 2)

124

374- Netflix

125

373- How to Start

126

372- From the Vault: Warren Buffett's Inflation Principles

127

371 - An Intro to Netflix

128

370- From the Vault: Cheryl Einhorn on Decision-Making & Research

129

369- Market Timing and Inflation (Part 2)

130

368- Market Timing and Inflation

131

367 - Takeaways from the Annual Berkshire Hathaway Shareholder Meeting

132

366- Is Netflix Worth Investing In?

133

365 - Pricing Power (Part 2)

134

364- Pricing Power (Part 1)

135

363- Inflation Proof Companies (Part 2)

136

362 - Inflation Proof Companies

137

361- Investing in Uncertain Environments

138

360 - From the Vault: Moat and Processes

139

359 - Gap Week: What to expect in future episodes of Invest ED

140

358 - Ethical Investing and tips from Charlie Munger

141

357 - Ethical Investing Tips from Charlie Munger (Part 1)

142

356 - Investing Lessons We Can Learn from Peloton (Part 2)

143

355 - Investing Lessons We Can Learn from Peloton (Part 1)

144

354- The Fed & Inflation (Part 2)

145

353- The Fed & Inflation (Part 1)

146

352- Your Margin of Safety - How Close is Close Enough?

147

351- Making Sense of the Markets

148

350- How Investing Works

149

349- Rule #1’s 2021 Year in Review

150

348- Betting with Options

151

347- The Net-Net Strategy Explained

152

346- Investing Checklist Logistics - Part 2

153

345- How and Why to Know When You’re Right

154

344 - Investing Checklist Logistics - Part 1

155

343- The Investment Checklist Pyramid

156

342- Invest at Your Own Speed

157

341- Understanding Debt and the Unexpected

158

340- Investing Lessons from Formula 1: Understanding What You Really Own

159

339- The Investing Checklist in Real Life

160

338- Stick to the Investing Checklist!

161

337- Checklist Inversion

162

336- Investing Checklist Takeaways

163

335- Rule #1 Event Checklist - Part 2

164

334- Rule #1 Event Checklist

165

333- Invest in What You Love!

166

332- Warren Buffett's Inflation Principles

167

331- From the Vault: Rule of 72

168

330- From the Vault: Investing in Commodities - Part 2

169

329- From the Vault: Investing in Commodities

170

328- Valuation Checklist

171

327- Phil’s Investing Checklist Review

172

326- Bill Ackman’s Investing Checklist Part 3

173

325- Michael Burry’s 13F Report

174

324- From the Vault: Is an “Event” Required?

175

323- The Best Munger Quotes - Part 4

176

322- Interview with Author & Journalist William Green - Part 2

177

321- Interview with Author & Journalist William Green

178

320- The Best Munger Quotes - Part 3

179

319- The Best Munger Quotes - Part 2

180

318- From the Vault: Inflation Kills!

181

317- The Best Munger Quotes!

182

316- Berkshire Hathaway Meeting Highlights and Implications Part 2

183

315- Berkshire Hathaway Meeting Highlights and Implications

184

314- Don’t Fear Market Drops!

185

313- Bernie Madoff - Dead at 82

186

312- Bonds vs. Stock Investing

187

311- Is Doomsday Coming?

188

310- Moat and Processes

189

309- Stock Splits and Value

190

308- Cash is Trash!

191

307- Stock Brokers

192

306- Berkshire Hathaway Annual Letter Recap

193

305- The Role of Shorting in the Market

194

304- Li Lu’s Speech and Investable Assets

195

303- Jim McKelvey and The Innovation Stack

196

302- GameStop and Short Squeezes

197

301- Phil and Danielle Answer Fans’ Questions!

198

300- Li Lu's Speech & Episode 300!!

199

299- Value Investing in 2021

200

298- Biggest Investing Mistakes with Jeremy Deal

201

297- Quick Question: Is Cash Okay?

202

296- Disruptive Innovation with Annalisa Gigante

203

295- Luck vs. Skill in Investing with Jake Taylor

204

294- Mindsets and Processes for Investing with Jake Taylor

205

293- Company Analysis and Tony Hsieh

206

292- How to Clone Investors

207

291- Being Thankful in Life and Investing

208

290- Post-Election Predictions

209

289- Rational Investing in Turbulent Times

210

288- The Physical and Economic Consequences of COVID-19

211

287- Investing Q&A: Stock Splits and Company Valuations

212

286- Real Estate Investing

213

285- Allan Mecham’s Investing Philosophies

214

284- Investing Q&A: IBM Analysis - What Has Changed?

215

283- Investing Q&A: Four Ms of Investing

216

282- Investing Q&A: Company Valuation

217

281- Circle of Competence

218

280- Margin of Safety Valuation

219

279- Payback Time

220

278- Ten Cap Valuation Process

221

277- The Rules of Insider Trading

222

276- Four Ms Checklist: Management Analysis Part 4

223

275- Bill Ackman’s Investing Checklist Part 2

224

274- Bill Ackman’s Investing Checklist

225

273- Four Ms Checklist: Management Analysis Part 3

226

272- Options Mistakes and Risks

227

271- Four Ms Checklist: Management Analysis Part 2

228

270- Four Ms Checklist: Management Analysis

229

269- Company Checklist: What To Do in an Uncertain Market

230

268- Peloton: Company Analysis Part 2

231

267- Peloton: Company Analysis

232

266- Taking a Position: Buy, Sell, or Wait?

233

265- Interview with Bestselling Author Dan Heath

234

264- Berkshire Hathaway Meeting Recap and Implications

235

263- Investing and Amazon

236

262- Market Volatility and Anti Fragile Companies

237

261- The Economic Impact on US Airlines

238

260- What to do Now

239

259- Jim McKelvey and The Innovation Stack

240

258- COVID-19 and The Market Crash

241

257- Checklist: The Importance of Understanding The Moat

242

256- The Ultimate Investing Checklist

243

255- Coronavirus: What Does This Mean For The Market?

244

254- How to Properly Understand a Business When Investing

245

253- Checklist Radar

246

252- New Indicators

247

251- Checklist

248

250- Events (Part 2)

249

249- Events

250

248- Robert Shiller & The PE Ratio

251

247- Wilshire GDP & Printing Money

252

246- New Year's Intentions

253

245- From the Vault: How to Know What You Don't Know

254

244- A Hero's Journey

255

243- Quick Questions: Is Cash Okay?

256

242- FREE Trades?! Our First Contest!

257

241- Quick Questions: Bankruptcy

258

240- Quick Questions: Is an “Event” Required?

259

239- From the Vault: Choosing Your Management Team

260

238- From the Vault: Qualities of a Great CEO

261

237- The Practice of Investing

262

236- Vitaliy Katsenelson on Budgeting & Success (Part 2)

263

235- Vitaliy Katsenelson on Budgeting & Success (Part 1)

264

234- Veronica Dagher on the Secrets of Successful Women

265

233- Michael Burry & Index Investing Fears

266

232- Next Big Crisis

267

231- Bridge to Investing

268

230- Warren Buffett's Birthday (Part 2)

269

229- Warren Buffett's Birthday

270

228- Quick Questions: Investing Vs. Speculating

271

227- Buybacks (Part 4)

272

226- Buybacks (Part 3)

273

225- Buybacks (Part 2)

274

224- Buybacks (Part 1)

275

223- From the Vault: Justin’s Butter & Digging Your Canyon

276

222- Short Selling Tesla

277

221- Fears Surrounding Tesla

278

220- From the Vault: Risky Market

279

219- From the Vault: Let’s Talk About Tesla

280

218- John Assaraf on How to Turn Fear into Fuel

281

217- Warren Buffett Quotes (Part 2)

282

216- Warren Buffett Quotes

283

215- What Stocks to Buy for Your Children?

284

214- Berkshire Annual Meeting 2019 Recap (Part 2)

285

213- Cheryl Einhorn on Investing Decision-Making & Research

286

212- Berkshire Annual Meeting 2019 Recap (Part 1)

287

211- Gillian Zoe Segal on Interviewing Warren Buffett

288

210- Mistakes of Omission

289

209- How to Love Investing [From Ask Us Anything Call]

290

208- Jacob Taylor Author of "The Rebel Allocator"

291

207- Inverted Yield Curve

292

206- Finding Buffett

293

205- Warren Buffett’s Annual Letter

294

204- Short-Termism

295

203- Charlie Munger Daily Journal Annual Meeting

296

202- The Glass Ceiling

297

201- Investing Success & Indexing

298

200- 5 Principles for Inevitable Success

299

199- Recession Prepping?

300

198- IPOs & Uber

301

197- Special Guest: Kelly Hultgren, Co-Founder of HerMoney Media Inc.

302

196- Risky Market

303

195- New Year, New Stock Market Outlook

304

194- A Special Merry Christmas Thank You

305

193- What Happened? Amazon and Whole Foods (Part 2)

306

192- What Happened? Amazon and Whole Foods

307

191- From the Vault: Disrupted: America’s Grocery Industry

308

190- Circle of Competence

309

189- Following the Indexes

310

188- "The Why"

311

187- [Live Q&A] From the Rule #1 Investing Workshop

312

186- Owner Earnings Fiat Chrysler (FCAU) – Part 2 of 2

313

185- Owner Earnings Fiat Chrysler (FCAU) - Part 1 of 2

314

184- Grand Canyon University (LOPE) CapEx

315

183- Owner Earnings: Net Change: Accounts Receivable & Accounts Payable

316

182- Understanding Owner Earnings Net Income

317

181- How to Calculate Owner Earnings

318

180- What Nike’s New Campaign Means for Their Stock

319

179- Amazon Author’s Fishbowl Interview

320

178- Inflation Kills

321

177- Investing Perspectives of Mohnish Pabrai: Owner Earnings

322

176- Special Guest: L.J. Rittenhouse on Investing Between the Lines

323

175- Investing Perspectives of Mohnish Pabrai (Part 4)

324

174- Investing Perspectives of Mohnish Pabrai (Part 3)

325

173- Investing Perspectives of Mohnish Pabrai (Part 2)

326

172- Investing Perspectives of Mohnish Pabrai

327

171- Invested Book Club: “Investing Between the Lines”

328

170- Special Guest: Bobbi Rebell on Investing, Research & Learning

329

169- Options Review & Listener Questions

330

168- Options: Put Options, Call Options & The Collar

331

167- Options Basics

332

166- Technical Indicators: Stochastic Indicator

333

165- ETFs, Technical Indicators & MACD

334

164 - Charlie Munger’s 3 Ways to Build a Great Portfolio

335

163 - Technical Indicators: The Death Cross & Moving Average

336

162- Special Guest: Laura Rittenhouse on How to Identify Great Management from Shareholder Letters

337

161 - Why You Should Be Tuning in to Quarterly Earning Calls

338

160 - Intrinsic Value: Let’s Talk About Tesla

339

159- When To Exit the Market: Intrinsic Value

340

158- Stock Market Indicators: Can You Time The Market? (Part 1.5)

341

157- Stock Market Indicators: Can You Time The Market? (Part 1)

342

156- How to Read Key Market Indicators + Live Q&A

343

155- Our New Book: Invested - Out Now!

344

154- Facebook Drop, Blue Apron Evaluation & Our New Book, Invested!

345

153- All About Stitch Fix & Researching Companies You Love

346

152- Special Guest: Sheri Salata on Radical Self Care & Building Your Story

347

151- Special Guest: Amanda Steinberg, Founder of DailyWorth

348

150- A Checklist of Expensive Errors [Invested Giveaway Gifts]

349

149- Special Guest: Dawa Tarchin Phillips on Becoming a Mindful Investor

350

148- What You Need to Know About Company Board Members and Their Influence

351

147- Everything You Need to Know About the Future of Our Market

352

146- Everything You Need to Know About Today’s Market, Indexes & Cap Rates

353

145- Phil’s Favorite Gurus: Guy Spier & Prem Watsa

354

144- Phil's Favorite Gurus: Mohnish Pabrai

355

143- Phil's Favorite Gurus: Allan Mecham

356

142- Special Edition: A Holiday Message from Phil & Danielle

357

141- A Closer Look at Your Favorite Investing Gurus

358

140- What is Market Neutral Investing?

359

139- From the Vault: How to Make Your First Trade

360

138- How to Find and Follow Investing Gurus

361

137- How to be Thankful in Life & Investing

362

136- Special Guest: Steve Walsh on How to Better Understand Cryptocurrency & Bitcoin

363

135- Preview: Steve Walsh on Cryptocurrency

364

134- Blockchain Technology, Cryptocurrency & Bitcoin (Part 2 of 2)

365

133- Blockchain Technology, Cryptocurrency & Bitcoin (Part 1 of 2)

366

132-Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 2 of 2)

367

131- Special Guest: Jack Canfield on How to Eliminate Your Fear (Part 1 of 2)

368

130- Ignorance is Not Bliss

369

129- Learn to Bet Against the Masses

370

128- Let's Talk About Tesla

371

127- You’ll Never Know Until the Tide Goes Out

372

126- Devious Management

373

125- Disrupted: America’s Grocery Industry

374

124- Stocks & Baseball: See the Similarities

375

123- Choosing Your Management Team

376

122- Revealing the Whole Food Numbers

377

121- All About the Numbers - Margin of Safety Edition

378

120- The Investing Strategy that Never Goes Out of Style

379

119- Amazon & Whole Foods: Details Behind the Deal

380

118- Amazon, Whole Foods & Selling a Company You Love

381

117- From the Vault: 6 Ways to Spot Bad Management

382

116- Amazon & Whole Foods

383

115- Misbehaving (Part 2)

384

114- Misbehaving

385

113- Berkshire Hathaway Shareholder Meeting (Part 2)

386

112- Berkshire Hathaway Shareholder Meeting & Apple Stock

387

111- From the Vault: Guy Spier's Thoughts on the Future and Finding Inspiration

388

110- From the Vault: Guy Spier on Finding a Company's Moat

389

109 - From the Vault: Guy Spier on Investing, Research, and Management

390

108- Mind, Money & Behavioral Economics

391

107- We Vote Our Money With Our Feet

392

106- How Afraid You Should Be

393

105- Lululemon Athletica Stock Evaluation

394

104- Market Risk & Modern Portfolio Theory

395

103- Under Armour Stock Evaluation

396

102- Warren Buffett’s Shareholder Letter (Pt. 2)

397

101- Warren Buffett’s Shareholder Letter & Berkshire Hathaway Stock Analysis

398

100- An Introduction to Buybacks: “What Makes A Business Wonderful"

399

99- Charlie Munger's Investing Points at Daily Journal Annual Meeting

400

98- Charlie Munger at the Daily Journal Annual Meeting

401

97- JJ Virgin and the Miracle Mindset (Part 2)

402

96- JJ Virgin on The Miracle Mindset (Part 1)

403

95- Cash Flow & Dividends

404

94- What Risk and Beta Really Mean in Investing

405

93 - “Quick n’ Dirty” Valuation

406

92 - The 3 Most Important Words of Investing [MoS]

407

91- Qualities of a Great CEO

408

90- 3 Numbers to Help You Judge Management

409

89 - 6 Ways to Spot Bad Management

410

88- Review of Moats: Intrinsic Competitive Advantage

411

87- Inspirational Takeaways from Guy Spier’s Office Space

412

86 - Guy Spier's Thoughts on the Future and Finding Inspiration

413

85- Guy Spier on Finding a Company's Moat

414

84- Guy Spier on Investing, Research, & Management

415

83 - How Presidential Elections Affect the Stock Market

416

82- Back to Basics: Finding the Moat(Part 3)

417

81 - Back to Basics: Finding the Moat (Part 2)

418

80- Back to Basics: Finding the Moat

419

79- Back to Basics: Are You Capable of Understanding the Business? (Pt.2)

420

78 - Back to Basics: Are You Capable of Understanding the Business?

421

77- Back to Basics: 5 Ways to Find Great Companies

422

76- Back to Basics: The 3 Circles Exercise

423

75- What Happened to Horsehead Holding?

424

74- From the Vault: Dharma and Being Mindful About Money

425

73- From the Vault: Guns, Harleys, & Cruise Ships

426

72- How to Get High Returns by Sitting in Cash

427

71- Business Valuation Checklist (Part 2)

428

70- Business Valuation Checklist

429

69- Understanding Free Cash Flow

430

68- How to Find Financial Data Online

431

67 - The Rule of 72

432

66- How Dividends Fit in with Rule #1 Style of Valuation

433

65- Investing in your Financial Life Overview

434

64 - Understanding Dividends

435

63 - Value Investing and Your Canyon

436

62- Our 1-Year Anniversary Episode!

437

61- Investing in Real Estate

438

60- Zombie Value Evaluation

439

59- Payback Time Evaluation

440

58- Company Valuation Methods

441

57- How to Be Mindful With Your Money (Part 2)

442

56- How to Be Mindful About Your Money

443

55- Margin of Safety Valuation (Part 2)

444

54- Margin of Safety Valuation

445

53- Equity Bond Valuation

446

52- Capitalization Rate (Part 3)

447

51- Capitalization Rate (Part 2)

448

50- What is Capitalization Rate? (Part 1)

449

49- The Rise of Robo-Advisors

450

48- Risk vs. Volatility

451

47- How to Know What You Don't Know

452

46- Most Important Words In Investing: Margin of Safety

453

45- Payback Time & The Lemonade Stand

454

44- Understanding Chipotle's Value (Part 2)

455

43- Understanding Chipotle's Value

456

42- Speculating vs. Investing

457

41- Don't Be Greedy, Stay Rational, and Understand What You're Buying

458

40- Is Now a Good Time to Buy Chipotle?

459

39- What a Market Drop Means to Rule #1 Investors

460

38- Investing in Commodities(Part 2)

461

37- Investing in Commodities

462

36- Gold and Investing in Currency

463

35- Efficient Market Theory and Bonds

464

34- What is a Real Estate Investment Trust?

465

33- Real Estate, Warren Buffett's Farm, and NYC Building

466

32- Can You Make Good Returns By Investing in Real Estate?

467

31- Annuities and Alternative Investing Ideas

468

30- Inflation and How Compound Interest Can Work Against You Or For You

469

29- What's Your Plan For Retirement?

470

28- Dividends and Finding the Right Time to Buy Stocks

471

27- Dharma and Being Mindful About Your Money

472

26- Reducing Basis With Dividends

473

25- Looking For Events and Buying Companies That Are on Sale

474

24- Finding the Sticker Price and Margin of Safety Calculations

475

23- Events, Margin of Safety and Moat Numbers

476

22- ROIC Rulers: The Management Numbers (Part 2)

477

21- The Management Numbers

478

20- Understanding Growth Rates (Part 2)

479

19- Understanding Growth Rates: Book Value Per Share Growth Rate

480

18- Understanding the Business With a 10-K

481

17- How to Read a 10-K Report

482

16- Justin's Butter and Digging Your Canyon

483

15- The Reason Mutual Funds Aren't Mutual

484

14- How to Make Your First Trade

485

13- The Dhandho Investor and Taking Minimal Risk

486

12- R.U.L.E.R.S. Rule

487

11- Guns, Harleys, and Cruise Ships

488

10- 26 Is The Magic Number

489

09- Buying 10 Dollar Bills for 5 Dollars (Part 2)

490

08- Buying 10 Dollar Bills for 5 Dollars (Part 1)

491

07- Buy Fear, Sell Greed

492

06- The Emotional Stock Market

493

05- Is Your CEO a Leader or a Mercenary?

494

04- Using Moat and Return On Equity

495

03- Finding a Competitive Advantage

496

02- Understanding a Business, Investing With Your Values (Part 2)

497

01- Understanding a Business, Investing With Your Values (Part 1)

498

00- Welcome to Invested: The Rule #1 Podcast