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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Welcome to Investor in the Family Radio! Below you'll find our entire catalog of podcasts, beginning with the most recent at the top.

I hope you'll enjoy this investing journey as much as I have.



Dec 20, 2018

IBM is down over 30% on the year, does that make it a great buy? The biggest challenge is that of opportunity cost. For those seeking a strong yield with upside potential, Enbridge appears to be a more compelling choice. Brian and Adam discuss the decision making process.

Dec 19, 2018

Oil prices have taken a beating recently and related equities have been hit even harder. Should investors run away or jump and potential opportunities? Kirk and Brian pull the curtain back to see what's really going on and how investors can potentially benefit.

Dec 19, 2018

NVIDIA recently issued a revenue warning for investors. What's going on? Is this a reason for concern or a great opportunity in hiding? Brian and Mark discuss this and more.

Dec 18, 2018

Deflation is the real enemy to fear. Thanks to an aging demographic and soaring debt, it is almost inevitable. In addition, stocks and real estate are greatly overvalued. What's the answer? Kirk and Brian discuss all the above and more. 

Dec 18, 2018

Why is Energy Transfer being treated so poorly by the markets? Should investors stay away or jump at the opportunity? Brian and Ray talk through the pros and cons and how to make investment decisions like this.

Dec 12, 2018

Apple stock is down and concerns are high for many investors. Mark and Brian discuss why the extreme negative market sentiment is way overdone and where investors can look to find an optimistic future.

Dec 10, 2018

Stocks, gold, and crypto all seem to be covered in bad news and beaten down prices. When can investors expect things to turn around? Brian and Avi discuss what sentiment is saying about the future of these markets and how investors can potentially benefit.

Dec 5, 2018

Apple stock has lost around 1/4 of it's value, how concerned should investors be? According to Victor, Apple is still a great company but the days of amazing growth are over and Watch and Services are not enough to fill the gap.

Nov 28, 2018

William (Travis) and Brian discuss what the crowded trades appear to be in today's markets, what to be careful of, and what opportunities the market may currently be offering investors.

Nov 27, 2018

Today, MPLX is one of the best high-yield income investments you can make because the market is ignoring its excellent and fast improving fundamentals. Brian and Adam talk about how to understand this investment and its potential.

Aug 16, 2018

According to Dividend Sensei, AbbVie is the Apple of the pharma world. Thanks to a powerful pipeline and great management it has the potential to return 700% over the next 10 years.

Aug 8, 2018

Trade wars are scaring investors away from China. Are fears of trade wars and distrust of the Chinese government worth missing out on the "Amazon of China?"

Aug 8, 2018

Apple is worth $1 Trillion, but is it actually worth more? Investing city thinks it could be. (Note: This interview was recorded prior to Apple's recent earnings and therefore market cap numbers will reflect older numbers. The valuation process and findings still hold true.)

Aug 7, 2018

If you could only invest in 5 stocks, which 5 would you pick? That was the question I challenged Dividend Sensei with. As expected, he did not disappoint. 

Aug 1, 2018

Netflix is a high growth stock that can be hard to value. Victor shows us how best to value the company and why the stock is still a bargain.

Aug 1, 2018

The world is changing and the stock market is finally catching up. Kirk and Brian discuss where the dangers lie and where to look for opportunity.

Jun 19, 2018

Bram de Haas explores the odd valuation comparisons between Netflix and Disney. The market seems to be getting something really wrong, which company stands to benefit most?

Apr 18, 2018

Guru Ron, the man who knows everything about everything, answers my questions on the Fed, Money Supply, LIBOR, and Inflation.

Jun 2, 2017

Welcome to Episode 6 of the "Becoming Buffett" Series!

This week we discuss the 1970 letter to Berkshire Hathaway shareholders.

Buffett's annual letters book:

Some brief notes:


 First letter signed by Buffett

  • Very diverse earnings across various operations
    • Bank had record earnings
    • Insurance had some setbacks but still excellent returns
    • Textile became more and more difficult and broke-even
    • Highlights the value of diversifying
  • Overall BH return of ~10%
    • This is far better than would have been the case if BH had remained exclusively devoted to the textile business
    • Again, reinforces why strategic diversification can be so valuable
  • Continue to face strong headwinds in textile operations
    • Actively working to make the most of the situation, including costly decisions to BH and employees
    • Are we willing to make an honest assessment of our “business (household)” and make appropriate changes? Ex: cut expenses, take a step of faith and try to start a new income stream, etc.
  • New insurance division will take years before a real evaluation can be made (long-term mindset)
    • How long are we willing to wait for an investing thesis to play out?
    • What if an investment loses money for 3 years, then returns 20%+ for 10 years straight, would that be worth the wait?
  • Surety business
    • Operated at a significant underwriting loss
    • Contractor’s bond field was a disappointment
    • Even Buffett and BH make investments that don't’ appear to work out, nobody is perfect at this!
  • Launched a new business/subsidiary out of National Indemnity (insurance operation) and plan to open a new one in 1971
    • BH began launching new companies/subsidiaries
    • This is a new method, methods so far:
      • Full acquisitions
      • Common stocks (no longer)
      • Starting new businesses
      • What options are on the table for you and I?
  • Buffett is quick to celebrate his operational managers and give them credit
    • Strong management is central to his acquisition philosophy
    • Are you surrounding yourself with people smarter than you?
    • Are you trusting your capital to people smarter than you?
    • Are you humble enough to admit and act on this?
    • Bonus: Would you hire yourself to manage your business?


Sep 12, 2016

Lawrence Fuller has been investing professionally since the early 1990's and has plenty of battle scars from the Tech Bubble. Those scars set him up to whether the Great Recession a bit better and both of these events have him growing increasingly cautious today.

In this interview, we discuss his recent article "Sell Everything!" where he cites the current caution of Jeffrey Gundlach, Bill Gross, Stanley Druckenmiller, Jeremy Grantham, George Soros, and Carl Icahn, to name a few.

A few highlights:

  • Details about his "Tactical Approach" to managing his portfolio.
  • What he has in common with Jeffrey Gundlach.
  • Details about what he likes to call the "Monetary policy of lunacy."
  • The dangers of getting lazy in a market that only goes up.
  • Why it matters that everyone is looking bottom up and not top down in reference to stocks.
  • What it was like to wake up with heart palpitations every Sunday night during the last financial crisis.
  • How no one really knows how markets work today and why should scare us.
  • The danger of assuming "algos" will step in to prevent market crashes.
  • What he would do today if he knew a fiscal black swan event would happen in one year.
  • What he thinks may trigger such an event.
  • Are government bonds the biggest financial bubble in history?

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!


Give us a Rating and Review

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 



Jul 26, 2015

MarketWatch columnist, founder of, and Bluemound Asset Management, Kirk Spano joins Brian from INVESTOR IN THE FAMILY for discussion about the power of demographics, the difference between players checker vs chess when investing, and all sorts of major trends from electric vehicles to nuclear power. I hope you enjoy it as much as I did.

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