Investing Videos and Podcasts

[Mr Cashflow]

There doesn't seem to be a thread on this resource.

How about If you could post videos and podcasts what you found beneficial or interesting.

[Mr Cashflow]

Here we go, I found a very interesting video.

[Minimoke]

Mr Moustachio is full of good stuff.

[Shareguy]

Markets with Madison: 'It's coming back' - Kiwi investor unfazed by $1.1m loss

https://www.nzherald.co.nz/business/markets-with-madison-its-coming-back-kiwi-investor-loses-11m/GPTYS2WUVNCFTC5RA2BJHDOF6U/

[Basil]

For him to lose $1.15m from a $2.6m portfolio over the last year with the NZX50 down just a fraction of that he must be in tech or very high beta / growth shares.  What many will recall from the dot.com bust of 2000-2002 the Nasdaq lost nearly 90% of its value and the sort of denial exhibited in that video is how  an unrealised loss of $1.15m can easily grow to something much worse.  He's talking like its a foregone conclusion that his shares will bounce back.  Its never a foregone conclusion.  The denial extends to not telling his wife and he makes a joke about that.  Obviously, his wife knows he has lost some money but how will she feel when she sees that video?  What if the loss grows bigger and bigger?  At what point do you admit its real ?

Sticking your head in the sand and saying just because the losses are not realized the loss is not real, is absolute classic denial and often leads to people holding stocks and thinking of their losses from an 'out of body" perspective, (another coping mechanism but also, a deeper state of denial).

In my opinion people in this sort of situation are best to get professional help urgently, both to help with the phycological impact of this sized loss, (talk to a psychologist), but more importantly to get an outside perspective on whether the investment case for their high-tech portfolio is really still as strong as they want to believe it is.  Sometimes starting over and acknowledging that a professional firm is highly likely to make a better job of managing your money than you can, is the smartest call of all and the most difficult decision to make when you're a long way underwater. 

[Shareguy]

For him to lose $1.15m from a $2.6m portfolio over the last year with the NZX50 down just a fraction of that he must be in tech or very high beta / growth shares.  What many will recall from the dot.com bust of 2000-2002 the Nasdaq lost nearly 90% of its value and the sort of denial exhibited in that video is how  an unrealised loss of $1.15m can easily grow to something much worse.  He's talking like its a foregone conclusion that his shares will bounce back.  Its never a foregone conclusion.  The denial extends to not telling his wife and he makes a joke about that.  Obviously, his wife knows he has lost some money but how will she feel when she sees that video?  What if the loss grows bigger and bigger?  At what point do you admit its real ?

Sticking your head in the sand and saying just because the losses are not realized the loss is not real, is absolute classic denial and often leads to people holding stocks and thinking of their losses from an 'out of body" perspective, (another coping mechanism but also, a deeper state of denial).

In my opinion people in this sort of situation are best to get professional help urgently, both to help with the phycological impact of this sized loss, (talk to a psychologist), but more importantly to get an outside perspective on whether the investment case for their high-tech portfolio is really still as strong as they want to believe it is.  Sometimes starting over and acknowledging that a professional firm is highly likely to make a better job of managing your money than you can, is the smartest call of all and the most difficult decision to make when you're a long way underwater. 

Good suggestions there Basil. I think there is a lot of people like this chap who are sitting on some big unrealised losses.

[Red Baron]

For him to lose $1.15m from a $2.6m portfolio over the last year with the NZX50 down just a fraction of that he must be in tech or very high beta / growth shares. 

'Disruptive shares' if you listen to the interview Basil.  Companies that are 'changing industries' and 'solving big problems', sometimes 'early stage' and sometimes 'later stage'.

"Those companies I am invested in are still doing well, and I know that once the market resets to some kind of rationale in terms of a valuation, those companies will get repriced back to where they should be."

Hmmf, I zuspect that Phil is a dentist, he has such good teeth!

Sticking your head in the sand and saying just because the losses are not realized the loss is not real, is absolute classic denial and often leads to people holding stocks and thinking of their losses from an 'out of body" perspective, (another coping mechanism but also, a deeper state of denial).

In my opinion people in this sort of situation are best to get professional help urgently, both to help with the psychological impact of this sized loss, (talk to a psychologist),

It eez about the long term Basil.  Never geeve up on your dreamz!

Take me for instance.  Here I am in an obscure rural barn in the rural Alsace in Germany, vith the great great great great niece of the Kaiser.  Ve both refuse 'the Armistace', it eez a 'valse treaty', and look to take up our rightful place in the political hierarchy once this 108 year old var eez over.  Vile ve vait,  ve leeve on French Champagne and Truffles, - very nice!

Denial schniel!   It eez all about hope Basil!  Everyone can be reech, in their own dreamz!   Oh and I zend my respect vor you this Anzac day, from ze other side of ze vorld (I send you dees message a veek early, az I know air mail eez not vhat eet vas).

RB

[Basil]

Good suggestions there Basil. I think there is a lot of people like this chap who are sitting on some big unrealised losses.

Might be checking in to see a psychologist myself if the market keeps treating me the way it is lol

Very good Red Barron.   This Beagle is enjoying your posting style.  I am living the dream mate, it's just a case of whether I can continue to afford to or not lol

[mcdongle]

Found this, Thought i would share it.

Kathleen Tyson - Multicurrency Mercantilism

https://www.youtube.com/watch?v=7-2tRd4iqWo

[Mr Cashflow]

[Shareguy]

Great video, thanks for posting. Some very good points made. A friend of ours thought the worst when covid came. He ended up selling all his shares at the covid low as he was convinced that values were going to drop a lot further. This friend missed out on the substantial upside on his portfolio. As you can imagine it is still very "raw" today as we are talking large numbers.

[Mr Cashflow]

IMO Intelligent investors are going to get some great opportunities in both commodities and stocks once overvalued assets prices drop further. Similarly, those who invested for the long run intelligently nothing to worry about market chaos.Defensive sector, high dividend yield stocks could do better in the current year.

[HAWKDOG]

found this one interesting:

https://youtu.be/h6JpJVmZjNc?feature=shared

[HAWKDOG]

another podcast I enjoyed

https://podcasts.apple.com/us/podcast/sean-feeney-reinventing-the-restaurant-business/id1154105909?i=1000725118346

[HAWKDOG]

https://youtu.be/k-1c4TKxDaE?si=OqV_LQg8QNuy5erH

https://share.google/c7rSC0n1kcCIvYU78