Fri, 27 November 2015
Tren Griffin is a Senior Director at Microsoft, doing strategy, competitive analysis and business development, with a focus on software platforms and business models. He creates and helps execute "go to market" plans, working closely with the engineering and marketing teams. Before that, he was a partner at Eagle River, a private equity firm controlled by Craig McCaw with investments in software, communications and other technology industries including Nextel, Nextel Partners and many start-up firms. During some of this time served as an officer of portfolio companies XO Communications (VP Strategy) and Teledesic (VP Business Development).
Tren recently released his new book, Charlie Munger: The Complete Investor. The book presents the essential steps of Munger's investing strategy, condensed from interviews, speeches, writings, and shareholder letters, and paired with commentary from fund managers, value investors, and business-case historians. Derived from Ben Graham’s value-investing system, Munger’s approach is straightforward enough that even novices can apply it to their portfolios. Not simply about stock picking, it's about cultivating mental models for your whole life, but especially for your investments.
[3:57] What you're looking for as a value investor
[8:42] How FOMO is hurting investors and how value investing avoids it
[13:35] If the corruption on Wall Street is impacting the Munger's and Buffett's of the world
[19:09] If the level of intelligence and activity on Wall Street makes it impossible for the average investor to have an edge
[24:03] Why the Warren Buffett's of the world don't care what the market is doing right now and in the near future
Direct download: AMA_133_Tren_Griffin.mp3
-- posted at: 8:54pm EST
Fri, 20 November 2015
Patrick Wood is a leading and critical expert on Sustainable Development, Green Economy, Agenda 21, 2030 Agenda and historic Technocracy.
He is the author of Technocracy Rising: The Trojan Horse of Global Transformation (2015) and co-author of Trilaterals Over Washington, Volumes I and II (1978-1980) with the late Antony C. Sutton.
Wood remains a leading expert on the elitist Trilateral Commission, their policies and achievements in creating their self-proclaimed “New International Economic Order” which is the essence of Sustainable Development on a global scale.
[5:36] Where Orwell and Huxley fit into technocracy
[10:41] Why sustainability, while it sounds good, is a dangerous road
[15:53] What's solving our problems (hint: it's not government, charities or communism) and externalities
[19:33] What current threats we're facing
[24:41] The quest for immortality
Direct download: AMA_132_Patrick_Wood.mp3
-- posted at: 4:00am EST
Sat, 14 November 2015
Christopher C. Horner is the author of "Red Hot Lies, How Global Warming Alarmists Use Threats, Fraud & Deception to Keep You Misinformed". He also serves as a senior fellow at the Competitive Enterprise Institute. An attorney in Washington, DC Horner has represented CEI as well as scientists and Members of the U.S. House and Senate on matters of environmental policy in the federal courts and the Supreme Court.
He has been a contributor in the Washington Times, National Review Online and Washington Examiner opinion pages, a guest columnist for United Press International, Energy Tribune and Spain's Actualidad Economica, and regularly contributed to the Brussels legislative news magazine EU Reporter. He has also written in Investor's Business Daily's opinion and the Wall Street Journal's letters pages.
[5:22] England's soaring energy prices and how many seniors are dying each winter due to the inability to heat
[10:01] The belief of environmentalists that people are the scourge of the Earth and what they're missing
[15:37] The media's role in the climate change debate
Direct download: AMA_131_Chris_Horner.mp3
-- posted at: 12:47am EST
Fri, 6 November 2015
Jason Hartman talks with Mark Ford, an American author, entrepreneur, publisher, real estate investor, filmmaker, art collector, and consultant to the direct marketing and publishing industries.
Ford is the author of essays and books on entrepreneurship, wealth-building, economics, and copywriting. He has also written a book of poetry and a book on word use titled Words that Work.
Ford's business writing is published under the pen name Michael Masterson. His books, Automatic Wealth and Ready, Fire, Aim, were recognized on the Wall Street Journal and New York Times Best Sellers lists.
Ford is active in real estate development both in the United States and abroad.
[3:07] The history of the financial newsletter
[10:04] Breaking down "Ready, Fire, Aim"
[13:33] His movie making ventures
[17:42] Finding your optimal selling proposition
[23:05] Real estate investing
[28:53] How we let some industries teach us terribly
Direct download: AMA_130_Mark_Ford.mp3
-- posted at: 6:14pm EST
Sat, 31 October 2015
Jason Hartman talks with Jon Lieber, Chief Economist & Policy Research at Thumbtack about the entrepreneurial state of the USA, the sharing economy and more.
[5:01] The ability of entrepreneurs to find ways to improve society that we didn't see we needed
[10:31] What's going on with governmental regulation in the sharing economy
[15:57] Why the sharing economy is helping workers and employers
[20:21] How governments create monopolies
Direct download: AMA_129_Jon_Lieber.mp3
-- posted at: 1:38am EST
Sat, 24 October 2015
Jason Hartman talks about the current state of the American economy, stock market and housing market with Megan Greene, Chief Economist of Manulife & John Hancock Asset Management.
[4:06] If high frequency traders really bring liquidity
into the market
[10:57] The cure all for our economic inequalities, and
why you'll never see it come to fruition
[13:10] Why we may not want to be relying on housing for
our economic revival
Direct download: AMA_128_Megan_Greene.mp3
-- posted at: 12:00am EST
Fri, 16 October 2015
Paul Mladjenovic is a CFP, national seminar leader, author and consultant. Since 1981, his specialties have been investing, financial planning and home business issues. Paul has written Stock Investing For Dummies (all four editions), Zero-Cost Marketing, Precious Metals Investing For Dummies, the Job Hunter’s Encyclopedia and the latest book, Micro-Entrepreneurship For Dummies.
[4:11] How living in a communist country helped him in investing in a capitalist market
[10:41] What he's seeing now that concerns him
[18:07] How you need to do some diversifying in more than just your stocks
[26:27] The $50/month investing plan that will make you much better off in the long term
[30:58] The pension danger
[33:51] If the dollars reign as the reserve currency is in jeopardy
[38:08] Why you should own at least some gold
Direct download: AMA_127_Paul_Mladjenovic.mp3
-- posted at: 6:37pm EST
Sat, 10 October 2015
Jason Hartman talks with Alvin Roth, Craig & Susan McGaw Professor of Economics at Stanford and author of "Who Gets What and Why"
[5:28] - what aspect of the real estate market surprises him the most
[11:45] - The market of organ donation
[16:24] Repugnant Transactions
[20:51] Government's role in contracts
[24:56] Signals and two kinds of messages we send
Direct download: AMA_126_Alvin_Roth.mp3
-- posted at: 12:45am EST
Sat, 3 October 2015
Jason Hartman talks with John Gaver, editor and publisher of Action America and author of "The Rich Don't Pay Tax! ... or Do They?"
[5:11] What the left is doing that's making people vote with their feet
[11:15] What data to look at that isn't corrupted by politicians and economists
[15:52] Discussing the concerns of a national sales tax
[21:40] Who a flat tax would hurt the most (it's not who you'd think)
Direct download: AMA_125_John_Gaver.mp3
-- posted at: 2:50pm EST
Fri, 25 September 2015
Jason Hartman talks with Salvatore Buscemi, author of The Art of the Raise about different deal structures in real estate investments.
[5:08] Importance of not investing based on personality
[10:03] What you need to do before you even set foot in a deal
[15:21] How different needs in investors change the investment strategy
[27:05] What Jason thinks nobody ever reads
[35:11] Why you need to know the other investors in the deal
Direct download: AMA_124_Salvatore_Buscemi.mp3
-- posted at: 4:32pm EST