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The ‘Stoic Investment’ Primer (Szn 6, Epsd 11)Podcast cover art feat Darius Foroux

The ‘Stoic Investment’ Primer (Szn 6, Epsd 11)

Published July 2, 2024

With Darius Foroux

Darius Foroux, author of the upcoming book ‘The Stoic Path to Wealth,’ joined the podcast to discuss his, well, stoic approach to investing.

This podcast episode was recorded on Tuesday, June 25, 2024 and was made available to premium subscribers the following day — without ads or announcements. For more information on premium subscriptions, visit our Substack.

Content Highlights

  • How interest in philosophy rekindled his interest in investing after the great financial crisis (1:32);
  • A brief introduction to stoicism, a 2,300 year-old philosophy that is distinct from cynicism (4:08);
  • How to apply this to investing (6:14);
  • Isn’t investing in indexes just the best way to go? (12:38);
  • The ’90/10′ portfolio allocation: 90% in the S&P 500, 10% in individual stocks (17:24);
  • The Dutch Stripe, trades in Amsterdam and on Pink Sheets (18:06);
  • Background on the guest (28:54);
  • The guest’s second individual stock holding. Listeners will have heard about this one (33:01);
  • How does a stoic combat FOMO (41:41).

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Time to Get Defensive, Avoid ‘Magnificent 7’ Tech Stocks (Szn 6, Episode 3)

Published February 21, 2024

Ted Oakley, founder of Austin, Tex.-based Oxbow Advisors, joins the podcast to discuss his views on markets and the economy and why this is a time to get defensive with one’s portfolio.

Content Highlights

  • The stock market highs for the year will be set during the first quarter (1:47);
  • “There are things that people don’t see” (or at least don’t publicize) that are pointing to a slowdown in the economy (3:08);
  • One of these is the US consumer, who is now borrowing to finance purchases (4:59);
  • Another is commercial real estate, which is just starting to rear its head… (6:05);
  • Interest rate cuts from the Federal Reserve may be further away than realized due to inflation risks (8:22);
  • Oxbow has been invested in ‘Magnificent 7’ stocks Microsoft (MSFT), Google (GOOG), and Apple (AAPL) for some time, but has been trimming these holdings and is certainly not looking to add more. But certain defensive sectors got cheap recently… (10:48);
  • Background on the guest (23:07);
  • What previous period in investment history is today’s market most reminiscent of? Bulls will not like this answer… (29:32).

More on the Guest

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Some Disparate ‘Best Ideas’ for the Rest of 2023: Brooker Belcourt (Szn 5, Epsd 21)Cover art featuring Brooker Belcourt

Some Disparate ‘Best Ideas’ for the Rest of 2023: Brooker Belcourt (Szn 5, Epsd 21)

Published August 23, 2023

This episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here.

Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform’s best analysts are picking up right now and the 20 names that have emerged…

(Not investment advice).

Content Highlights

  • What are the best Covey analysts picking up right now? (1:37)
  • The platform’s 20 best positions are split into four buckets: growth winners like Nvidia (NVDA) and Tesla (TSLA), healthcare (three names including biopharma), ‘high-quality’ names like Autozone (AZO) and Disney (DIS), and volatility expressed through the levered ProShares Ultra VIX Short-Term Futures ETF (UVXY) (4:55);
  • What to make of the long volatility bet? (9:40);
  • Equally interesting is the type of exposure that is absent from the best 20: no crypto, no retail stocks, nothing international… (16:04);

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