What is Paul’s offer?
They offered him one free, one off, commission free deal!
You could take it IF you wanted to deal on ASX1 stocks and things like that. MTI wireless edge and similar would be good stocks to trade.
Interesting listen, my only small issue would the chat about property investment and REITs was fairly off the mark but I appreciate you guys are more stocks focused, just felt odd especially if Paul is thinking about investing in physical property he needs to asses it effectively to come to a good decision for his family.
I agree with the brokerage discussion, would have been good if you had mentioned your favourites and why, also its not the dealing fees alone that should worry you with HL its the 0.45% asset fees!!! those are the real killers long term.
Paul does this thing most weeks were he doesn’t tell you he’s going to talk about something, then adds it in at a random part of the conversation and then expects one of us to try and come up with some kind of factual retort on it
Haha yeah I liked the casual nature of it so I guess that will likely happen, not listened to them before so which one are you on there so I can put a face to the user as it were.
Bottom left is me, the one who’s too cheap to buy a mic stand!
Nice work mate, clearly knowledgable and was good to hear brokerage info towards end from you, explained clearly to a brokerage layman like myself.
I’m an avid listener, rarely miss an episode nowadays!
I can hardly resist being that person to pop in the comments to defend HL…
I’m moved most of my holdings back there recently. For my use case: UK-listed ETFs and ITs: it’s not bad value. My fees are capped at about £25 a month for my Isa, Lisa and Sipp.
Even with commissions, I’m paying under 0.15% all in anually and the proportion gets ever-lower.
I could do it cheaper elsewhere but I don’t mind paying for the convenience of a ‘full-service’ broker and having my tax-sheltered accounts under one roof.
Although the back end’s probably ancient, I actually really like the web platform too.
Yeah, we didn’t plan that bit, we don’t plan most of it tbh.
I remember someone mentioned about Sven Karlin, PhD. Did someone watch his last video regarding Newmont GOld Mining Stocks in here
Average people with a little bit knowledge of investing and trading could easily see that it is a wrong choice. How come he recommends Newmont when there are other Gold Mining stocks with larger market cap, better performance and lower valuation than Newmont.
It just took me a few minutes to find. Newmont P/E Ratio=22.88, P/S=2.77; Barrick Gold P/E Ratio=15.03, P/S=2.37, Freeport McMoran P/E Ratio 11.24 P/S=1.9. What have I missed here ?? Yes Newmont is paying higher dividend but as I understand people do not invest in “high volatile stocks” for the sake of dividend.
Also an investment expert
" Investment Expert Exposes Fake Investment Gurus" is a channel from a professional. The person behind the screen is Mike Stathis, a former billionarie hedge fund, analysts to uncover all of these investment gurus. This includes Sven Karlin.
Many of them you might surprise to know, are the channel with hundred of thousands followers, such as Meet Kevin, Graham Stephan, Jeremy Financial education, Everything money Ricky Gutierez, etc. But Sven Karlin might be more credible that all of these scam investment artists mentioned previously, as he is more honest and shows the mistake he has made such as Exposing his lost, his mistake in picking stocks.
If they are as good to what they claim making multi millionaire from investing /trading investors, t why on earth they keep asking people to thumbs up to trigger, buying their software, asking people to join Patreon, paying the useless course, they could mostly get it for free,
I haven’t watched the videos but those are not metrics that you should focus on with miners. They’re valuation metrics and should be treat as so - but aisc, debt levels, coupon rates, cash positions, mine lifespans and mining jurisdictions all matter a lot more than valuation metrics alone.
For example if two companies have the exact same mine, mined at the exact same cost, with the same debt levels and cash.
One companies mine is in Congo - a politically unstable country rife with crime.
The other is in Canada - a politically stable country.
It’s only right that you would pay a higher metric for the company operating in the stable country and a lesser metric for the one that has outside force risk.
Typed this on my phone so will be riddled with errors and omissions - but that’s the rub.
In my personal Pension craft is good when come to learning general knowledge about tax, pension, UK regelation, pension regulation.
But when come to investment strategy, growing your money ? Well I donot htink it is the case. I remember he keeps recommanding people to invest in Bond with his “Scooby Doo” Illustration.
Well, proven billionaires investors like Warren buffet, Peter Lynch, John Templeton, Charlie Munger, Howard Mark, Jim Simons, etc never consider bond is a good investment.
Does anyone nowadays still consider Bond as a good investment where you could easily get easy access 2.1%, one year fixed with Monument Bank 1 year: 3.60%, you could get higher if you want to lock it to a longer period. A few Regular Saver account paying 5%.
When come to learning investing, trading strategy, in my personal good to learn from proven billionaires investors, authoritative sources like CNBC, Reuters, Bloomberg, CNN finance, Yahoo Finance, WSJ, Forbes, etc rather than random people from the internet.
“Investment Expert Exposes Fake Investment Gurus” is a channel from a professional. The person behind the screen is Mike Stathis, a former billionarie hedge fund, analysts / strategist and has written books about investing/trading. He has uncovered many of these so called the fake investing gurus. This includes channel with hundred of thousands followers, such as Meet Kevin, Graham Stephan, Jeremy Financial education, Everything money Ricky Gutierez, etc.
All of them have owned bonds over the years.
Well a few of them, not all of them. They hold it bonds for short term not for long term for different purpose as a cash alike instrument rather them sitting idle. Not as investment vehicles.
They definitely can not do like most of retailer investors could such as put it in high Interest instant access, easy access saving accounts, Regular saving accounts without incurring any taxes…
Jim Simons was the most successful proven traders. on earth. Does he ever hold bond, ? I never heard about it?
If these fake gurus are as good to what they claim making multi millionaire from investing /trading investors, why on earth they keep asking people to thumbs up to trigger YT monetising algorithms, buying their software, asking people to join Patreon, paying the useless course, people could mostly get it for free elsewhere.
Jim Simons is a quant. A quant uses algorithms and AI to decide when to purchase.
I guarantee you he has bought bonds if the situation was right to do so. The idea of a quant is that they will literally buy anything when the deal is right.
Marks is a specialist in distressed companies and distressed debt. He cut his teeth in the bond market before forming Oaktree.
These two own a conglomerate of insurers and invest a large portion of their float in bonds.
But anyway that list should show you that there are plenty of ways to skin a cat.
Marks - Distressed debt and companies
Buffett - Value Investing
Munger - Concentration
Druckenmiller - Big macro beta
Dalio - Asset diversification
Graham - Cigar Butts
Lynch - Large Diverse Growth Portfolios
Burry - Macro Options
Simons - Quant
Every one of these investors are vastly different to one another but crucially they are all successful. That’s the takeaway you should be looking at.
Guys, I think none of the creators in the “recommended” section call themselves gurus or claim to be making millions from investing (maybe just Sven is what we would call an accomplished Investor).
Everybody is good at something and I think they all provide value to their audiences.