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INVESTOR IN THE FAMILY Radio

The average DIY investor has annual returns of 2.9%. Don't be that guy. Learn to invest with Investor in the Family through our community, training, and education. This podcast exists to help you learn to invest. Whether you've been in the market for years or are just beginning to dip your toes in the water. Our show features interviews with seasoned, professional veterans with the goal of providing an enjoyable and tangible learning opportunity for all of our listeners. Seeking Alpha Certified
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Now displaying: July, 2016
Jul 25, 2016

Dana Blankenhorn has been a tech journalist for close to 40 years and an investor for 30. This translates into someone who not only knows tech, but knows how to invest in a way to capitalize on big trends that matter.

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Some highlights from the interview:

  • What it was like to buy Apple (AAPL) in 1993, only to sell as Steve Jobs returned to the company.
  • Dana's advice for weathering market pullbacks and corrections in the financial markets (SPY, DIA, QQQ).
  • What the main theme of our time is and what it means for tech and your investments.
  • The simple, fundamental factor that determines whether a tech company will make it or not and how Apple and Amazon (AMZN) have nailed this.
  • How the current big trend in tech (Cloud Computing) is ushering in the next big trend (The Internet of Things) and how it could one day save your life.
  • What happens when tech replaces jobs and dealing with the fact that tech is naturally deflationary.
  • We also discuss the next, next big thing (Biotech) and the possibility of editing DNA like we edit computer code.
  • Dana tells us what the best deal of the year has been and shares what it takes for you to win as a self-directed investor in the tech space.

Trust me, there's plenty more where this came from. I hope you enjoy the interview.

Jul 18, 2016

Today’s guest is long-term investment expert, Ian Bezek. Ian has had an interest in the stock market and investment industry since he was a young boy and his passion has driven him to an impressive career. After opening his first brokerage account at the age of 18, he attended college to enhance his knowledge and skills in the investment world. While in college, he began investing his time and money into researching market while growing his portfolio. 

After graduating college, Ian was recruited to work as an analyst at a large hedge funds company in New York, where he worked for approximately three years. Today, Ian shares his views on market volatility, long-term investments, short-sales, and options as well as provides valuable words of wisdom for new and experienced investors. 

Please welcome Ian Bezek to the show!

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Here’s a recap of today’s episode: 

  • Who is Ian and what inspired him to become an investor at the tender age of 11? 
  • What was his college experience like as a student and investor? 
  • What type of things did he do as an 11 to 18-year-old investor to learn about stocks and investing and make the right investment decisions at such a young age? 
  • How valuable is market history to a private investor? 
  • What was the most valuable lesson Ian learned while doing market history research? 
  • What is Ian’s opinion of the “too early or too late’ dilemma when buying back in during a market crash? 
  • How does he approach PEO’s? 
  • What are his thoughts on how to make sure you have cash when a market crash is looming? 
  • How does he strategize his “insurance cash” investments? 
  • When was his last ETF success? 

 

Let’s get personal a little: 

  • Ian shares what it’s like to manage his mother’s portfolio. 
  • Were his parents supportive of his decision to become an investor before and after college? 
  • Did his college friends share his passion and interests in his investment hobby? 

 

Ian Bezek’s Words of Wisdom: 

  • Focus on areas where you can have advantages over the corporate investment pros. 
  • Research market history. 

“The strike price hardly matters because volatility is what ultimately drives the price” – Ian Bezek 

 

Links: 

Jul 11, 2016

Adam Aloisi is a former finance and investment journalist, and analyst turned full-time investor in stocks, bonds, options, and real estate. Currently, Adam resides in the beautiful region of South Central Pennsylvania, where he focuses much of his time trading accounts, dabbling in real estate investments, and watching dividend growth.  

Before transitioning his portfolio into more long-term investment options, Adam focused heavily on trades. Today, he shares the wisdom and advice he has developed in his 30 years of experience in the trading and investment industry. He explains his approach to growing his portfolio and the tools he uses every day to make his investment decisions, as well as shares valuable insight on why investors – especially new investors – should “remove the emotion factor” from their trading decisions. 

Please welcome Adam Aloisi to the show! 

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Here’s a recap of today’s episode: 

  • Who is Adam and why did he choose to transition from trading to investing in long-term investments? 
  • What changes did Adam see occurring in the trading industry and on the market that makes him feel like trading is a “crap shoot” method of investing? 
  • What are HFTs, why do they matter, and what have they done to the trading space? 
  • How has market vulnerability affected the trading industry and investor success? 
  • Does Adam have a prediction on market values for the next few years? 
  • Adam shares his advice to new investors based on market values. 
  • How has Adam built his portfolio? What is his process or approach to portfolio growth? 
  • How does he find, research, and filter companies before he decides to invest? 
  • Why does he feel it is important to keep emotions and investment decisions separate? 
  • What piece of wisdom and advice can he provide new investors based on his years of experience in the industry? 

 

“Don’t live life through rose colored glasses – especially with your investments.” – Adam Aloisi 

 

Links: 

Jul 4, 2016
 
 

I am joined today with Michael Lumbard, Retired Air Force Colonel and self-proclaimed amateur investor. Despite labeling himself as an amateur, Michael has dabbled in the investment industry since his early 30’ before taking the plunge and getting serious. Michael has been a serious stock market investor for over 10 years. 

Before his interest and passion in the market deepened, Michael served over 30 years with the United States Air Force, aspiring to become the “worlds’ greatest fighter pilot.” Although he wasn’t able to achieve this dream – due to a slight case of color-blindness – Michael moved on to graduate from the USAF Academy, attended the Armed Forces Staff College (War College), as well as obtaining his law degree from the University of California. While in the Air Force, Michael served in the JAG and Intelligence departments and in legal offices. Additionally, he was the Vice Commander of an intelligence base in Turkey. After retiring from the military as a Colonel, Michael began working for the California state government, where he became the House Council for Remediation and later retired as the Senior Council for the department in Sacramento. 

Please welcome Michael Lumbard to the show! 

A Recap of Today’s Episode: 

  • Michael shares what made him decide to start investing at such a young age. 
  • He tells us why he enjoys investing, and what it is about the market that makes him want to “stay in the game.” 
  • Michael explains what he considers a “gambling approach” and a “fundamental approach” in the investment industry. 
  • He shares why he has decided to “shy away” from diversifying in his investment plans. 
  • We get a “behind the scenes” glimpse of some of Michael’s processes: His favorite resources and investment portfolio tracking systems, as well as some of his favorite authors and contributors on Seeking Alpha. 

 

Words of Wisdom: 

  • Readers tend to read and believe what they already believe. It’s human nature. 
  • Don’t buy orders within the first 15 minutes of the market opening. A lot can change within those first 15 minutes. 
  • Be cautious about stop orders. 
  • Use limits when placing buy orders. 
  • Be patient and don’t give up. 

Links: 

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